Schwab Network

Celsius (CELH) and the energy drink industry have "taken Wall Street by storm," says LikeFolio's Landon Swan. He credits the company's acquisition of Alani Nu for opening the door to a much wider audience that continues to grow. While Celsius's stock is currently overbought, Landon sees long-term growth prospects from Alani Nu energizing shares down the road. ======== Schwab...

Okta's (OKTA) upcoming earnings report is in focus, with investors watching for signs of a turnaround after execution challenges and cyber breaches. Morningstar's Ahmed Khan discusses strength in forward-looking metrics. Khan also compares Okta to peers like Fortinet (FTNT), Cloudflare (NET), and CrowdStrike (CRWD), highlighting the importance of differentiating between valuation and quali...

Spotify (SPOT) is turning up the dial when it comes to subscription prices. Sam Vadas talks about plans from the music streaming giant to boost costs on its member plans. Investors rewarded the announcement but others share concerns of fatigue forming as prices across streaming companies are almost universally on the rise. ======== Schwab Network ======== Empowering every investor and trader, ever...

Like the rest of Wall Street, Prosper Trading Academy's Scott Bauer is anxiously awaiting Nvidia's (NVDA) earnings, as Wednesday's report is expected to move markets. However, his Big 3 involves stocks he believes are moving under investors' radars. Scott highlights the "breakout potential" for Solaredge Technologies (SEDG), Datadog (DDOG) hitting a "critical" support level, and technical concerns...

John Petrides believes value stocks, particularly small-cap value, are due for a rebound. Despite concerns about recession and interest rates, he sees a compelling case for small-cap value due to valuations, the potential for a steeper yield curve, and the law of large numbers. He also notes that the AI trade may have already priced in much of its upside, making it a "buy the rumor, sell the news"...

Austin Allison, CEO of Pacaso, talks about how home "co-ownership" is on the rise and how his company offers luxury real estate to customers. As he explains, the luxury home market is outperforming other income brackets, signaling that more people want to pay for "experiences" over "things." ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the M...

Truist upgraded Okta Inc. (OKTA) and raised its price target for the cybersecurity company ahead of its earnings report on Tuesday. Sam Vadas talks about the optimism surrounding cybersecurity's long-term case, even with Okta's stock down year-over-year. On the options front, Prosper Trading Academy's Charles Moon calls Okta "a little bit of a gamble" and offers an example options trade. ========...

PDD Holdings (PDD) rallied in the premarket, then pulled back, and gained traction again after the opening bell. Diane King Hall points out the company's earnings beat as a win, though commentary on its competition spooked some investors. Keurig Dr. Pepper (KDP) sold off after it announced it will acquire Peet's. Diane also turns to the tariffs front, after President Trump announced the U....

Kevin Green is watching the 30-year to 3-month treasury spread, which had a significant run up and may signal a pullback in the SPX. He offers a look into and explains the technicals behind his analysis. Kevin also points investor attention to hard assets like silver and gold, especially as Nvidia (NVDA) reports earnings and could signal more demand for metals. ======== Schwab Network ======== Emp...

Ben Tsocanos talks about the latest red mark on Boeing (BA) after 3,200 machinists went on strike against the company. He mentions that the strike isn't as significant as the prior one, adding that its latest order from China shows a bright spot for Boeing. George Tsilis offers a pair of example options trades for the aerospace leader. ======== Schwab Network ======== Empowering every investor...

Jim Bianco argues that Jerome Powell's Jackson Hole speech last Friday was the same, made for the same reasons, calling for the same outcome. He believes the last time Powell took the podium, labor wasn't showing much weakness, though Jim says that may have changed this time. However, fast-changing economic data can swiftly shift the Fed's dovish commentary away from a September rate c...

Enthusiasm retreated last week despite analysts raising price targets on Nvidia (NVDA) says Jenny Horne. She offers a big picture perspective around the A.I. giant ahead of its highly anticipated report. Jenny also touches on Nvidia's ability to navigate tariffs as it seeks to grow its already expansive network consisting of hardware and software. She later turns to other A.I. topics in Intel...

It's no secret: Nvidia's (NVDA) earnings will lead the market this week. Kevin Hincks talks about the critical report and how it's connected to many other names across the SPX and NDX. The RUT also saw a significant rally last week off bullish expectations on interest rate cuts, as Kevin weighs the likelihood of that continuing. He also touches on the U.S. buying stakes in companies li...

Rick Ducat dials up the chart of CrowdStrike (CRWD) ahead of the cybersecurity company's upcoming earnings report. He points to near term areas of resistance and support as shares have steadily declined from July's highs. In terms of the options market, Rick composes an example put vertical strategy with a neutral to bullish stance. Rick uses this week's expiry to account for the post-...

Alex Barron discusses the issue facing homebuyers right now: Higher prices, higher rates. He says the Fed cutting rates would be a good start to help affordability constraints for those looking to get into the housing market. In terms of homebuilders, Alex says "sometimes they can be their own worst enemy" as there are pockets of struggles to clear inventory. He weighs in on the state of...

David Nicholson looks at PDD Holdings (PDD) after an earnings beat, saying he still has questions about the "business model" and whether or not it will have a drag on profitability. He believes the market will give this company a little "more leeway" as Temu popularity among younger generations could be a "long-term" investment for the company. David discusses the com...

Kevin Green and Diane King Hall kickstart the week with a look back at Fed Chair Jerome Powell's commentary on Friday. Kevin says the small cap rally was particularly impressive, showing early cycle behavior. He notes that with small caps, it's all about the follow-through, and if the rally continues, it could be a sign that the market is willing to take on more risk. KG provides his persp...

Okta Inc. (OKTA) earnings are set to report this week. Kevin Horner dissects the stock's recent price action and reveals what technical indicators show on its chart. He underscores the importance of the $98 level as a resistance point over the past 30 days, but over the last 1-year that same price is the volume control area. He highlights the downward sloping 50-day moving average as a potenti...

Patrick Mueller says Fed chair Jerome Powell's dovish commentary at Jackson Hole is good for markets short-term. Long-term, tariffs remain a headwind for the economy. As Americans start seeing pricing impacts on many goods they buy, Patrick tells investors that tariffs will ultimately be "magnificent" for U.S. growth. He sees tech continuing to lead the charge in markets, noting Nvid...

GasBuddy's Patrick De Haan expects to see gasoline prices steadily decline from now heading into the fall months. The average national gallon of gas can even slip below $3. That's all depends on geopolitical factors, especially around Russian oil tariffs and a shift in escalation on the Ukraine War, says Patrick. He later explains that crude oil's price tag hovering around the $60 mark...

Ed Yardeni was "surprised" by Wall Street's reaction to Fed chair Jerome Powell's Jackson Hole speech on Friday. He points out inflation and jobs prints ahead between now and September's FOMC meeting that can reverse course on Powell's dovish commentary. That said, Ed believes the economy remains in good shape which will set the course for a continuing market melt-up. ===...

Dan Ives has been a table-pounder when it comes to the A.I. space. A few weeks back, Wedbush created an ETF that puts his top A.I. picks into one package. Wedbush's own Cullen Rogers gives investors a closer look into the Big Tech-centric ETF and how the firm aims to capitalize on "revolutionary" tech. ======== Schwab Network ======== Empowering every investor and trader, every marke...

Shopify (SHOP) shares soared after its latest earnings report. That move caught the eye of the Tech Corner team. George Tsilis examines the business segments behind Shopify's big move and how it compares to e-commerce peers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Do...

It was a down week on Wall Street — until Friday, when dovish commentary from Jerome Powell the markets took as a strong rate cut signal pulled most stocks into green territory. As for stock stories, Meta Platforms (META) is seeking to build out Llama through Alphabet's (GOOGL) Google Cloud after it reportedly froze A.I. hiring. Nvidia (NVDA) moved on developments around a chip it's buildi...

Shashank Sripada argues that no one can surpass Apple's (AAPL) "operational prowess and supply chains," though it's a different story for software. He considers the company's lack of GPUs a critical hinderance to growth as its peers advance in A.I. Shashank believes Apple needs to seek outside help to building out its A.I. software so it can focus on hardware. His top candida...