Schwab Network

Palo Alto Networks (PANW) impressed investors with its earnings beat that included strong next-gen security ARR revenue year-over-year. Marley Kayden, Alex Coffey, and Kevin Green offer a closer look at the report for investors as numbers hit the wire. They discuss what metrics are behind the after-hours rally. ======== Schwab Network ======== Empowering every investor and trader, every market day...

Charles Schwab's Collin Martin sets the foundation for what he's expecting to see from Jerome Powell and the Fed at Jackson Hole. He talks about the potential for the FOMC to update its expectations on the dual mandate and setting a framework for the rest of the year. Liz Ann Sonders turns to the inflation front and what investors should pay attention to as markets continue to digest last...

Kevin Green says Monday's session was one of the "top 5" most compressed trading days for the SPX. The index kept to a tight range that once again tested 6,440 as support but still had no chance to test 6,500 resistance. Part of that reasoning comes from light volume on the session. Kevin adds that volatility remains "relatively low" but notes that it typically ticks up thi...

Chedly Louis covers grocery inflation, starting with coffee and beef – we heavily import the former, and have a dearth of the latter. Egg prices have jumped because of avian flu, she says. In addition to domestic pressures, she talks about how tariffs will impact grocery prices and consumers. Chedly thinks large grocers are “better positioned to absorb tariffs,” with several levers available to th...

The market is in a holding pattern before the September Fed meeting, Craig Robson believes. He discusses how client asset allocations have changed in the last few years, shifting more into equities from money market funds. He explains how the ‘One Big Beautiful Bill’ is changing taxes for investors and business owners. Craig urges investors with money in AI to use the products themselves, emphasiz...

Ed Siddell expects at least 50 basis points in rate cuts by the end of the year. He foresees a market pullback in October but thinks the SPX could be close to $6,600 by the end of the year and anticipates a bull market for the next few years. “We still like AI, we still like tech,” he adds, favoring Alphabet (GOOGL) and Microsoft (MSFT), along with financials and small caps. ======== Schwab Networ...

Tsvetta Kaleynska says $WMT is "top of mind" for retailer earnings on Thursday, calling it a "leader" in A.I. integration. Charlie O'Shea agrees, expecting Walmart to provide a big picture on consumer health. He also highlights $TJX and $ROST as "immune to almost anything" and sees $TGT with "a lot of legs" for recovery. ======== Schwab Network ========...

Peter Baden sees “real pressure building up in the system” for tariffs, as evidenced by recent economic data like the PPI. “People are expecting higher prices,” he says, and thinks it will be psychologically easier for companies to raise prices and keep boosting inflation. He discusses what a Fed rate cut could do in this picture. Peter is a proponent of investing in fixed income. ======== Schwab...

Barry Knapp thinks Powell will not commit to a rate cut at Jackson Hole but thinks the Fed will definitely cut rates in September – possibly by half a percent. He expects rebounding capital investment to start hitting markets in 4Q, but on the other hand the “tax” of tariffs is hitting consumers. He lays out his argument for rate cuts this year and how he thinks the Fed can get rates to neutral. H...

Applied Digital's (APLD) rocketed higher over the last year, backed by optimism in its A.I. and crypto developments which includes a CoreWeave (CRWV) partnership. However, George Tsilis talks about the headwinds still evident in the company when you look at its balance sheet. He adds that finding future growth opportunities can prove difficult for Applied Digital. ======== Schwab Network =====...

Meta Platforms (META) traded down Monday after the company announced its fourth A.I. division restructuring over the last six months. Marley Kayden notes that isn't the only headline generating headwinds. She talks about the recent content risks involving minors now being eyed by the U.S. Senate. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options i...

“If you’re not an AI company right now, it’s almost impossible to raise venture capital.” Darren Marble dives into the world of equity crowdfunding, a “multibillion” dollar sector that lets companies raise money from non-accredited retail investors. For small companies that have a brand and a community, this could be the right move, he argues. His firm runs a platform to facilitate this: “we think...

Landon Swan from Likefolio shares consumer sentiment data on Home Depot (HD). He says May was strong, but June dropped off. He highlights the “healthy mix” of pros and amateurs shopping at Home Depot, making it more recession-proof. “The app usage is very strong,” he adds, with monthly active users up almost 40%. “Generally speaking, we’re more on the neutral side” for HD, but Landon is bearish on...

Ahmed Khan and Ian Tien discuss the cybersecurity field and preview Palo Alto (PANW) earnings. Ian says investors will be looking at their AI use for efficiency in the business, place in the arms race of AI, and defending the systems themselves. Ahmed thinks PANW has to show it can drive growth in its next-gen security business and effective consolidation. They both think that PANW overpaid for Cy...

James Demmert believes this week's earnings will serve as a barometer for economic health. Companies like Walmart (WMT) and Target (TGT) will highlight whether Americans are willing to buy amid continuing uncertainty. Additionally, James mentions Toll Brothers (TOL) as an indicator to the housing market, the results of which will be watched closely by the Fed. He later talks about Ukrainian pr...

While it's a sleepy start to the trading week on Wall Street, TheoTrade's Don Kaufman sees opportunity through example options trades on today's Big 3. He leans bullish on Micron (MU) on expectations of a "gamma squeeze" and on Alphabet's (GOOGL) run toward all-time highs, though he's more bearish on Altria (MO) after it flexed strong technical prowess. Rick Ducat giv...

Erin Gibbs thinks the market is in the late stages of its cycle. She talks inflation, potential Fed rate cuts, and the overall economy and expects a market rotation as healthcare sees gains. She expects “good growth” in 2026 but says that view could be derailed by inflation. She also notes companies are being more rewarded for cost-cutting than growth. She likes PepsiCo (PEP) and J.M. Smucker (SJM...

“Homebuilders across the board don’t have equal sentiment” and it depends on size, says Katie Hubbard. Large homebuilders are optimistic while smaller ones are struggling based on the Housing Market Index data, she argues. She notes significant pent-up demand that can be “unlocked through lower rates” and highlights Warren Buffett’s recent bet on homebuilders. The types of housing being built are...

Recent economic data showed that Home Depot's (HD) prior commentary on spring and summer being a "Super Bowl" housing season did not come to fruition. Marley Kayden notes macro pressures that pinned the stock heading into its earnings Tuesday morning. That said, analysts say there's a foundation for Home Depot to rebuild on. Prosper Trading Academy's Mike Shorr offers an exam...

Cybersecurity is "not a nice to have, it's a have to have," says Nathaniel Bradley. Ahead of Palo Alto Networks' (PANW) earnings after the close on Monday, he called the company the "tip of the spear" in the industry. Nathaniel adds that the acquisition of CyberArk gives Palo Alto more "scale" to bolster future operations. Tom White offers a pair of example op...

Novo Nordisk (NVO) jumped higher after the FDA approved the company's Wegovy drug as a liver disease treatment. Dayforce (DAY) rallied more than 25% off reports that Thoma Bravo is looking to acquire the company. Nvidia (NVDA) has more bullish momentum heading into next week's earnings thanks to price target hikes from Morgan Stanley and Cantor Fitzgerald. Sam Vadas explains the biggest ma...

Alec Young says what the market needs this week is for Fed Chair Jerome Powell to signal a rate cut at Jackson Hole. “There’s definitely room for some profit taking” right now, he adds, but is bullish into 2026. However, he says Powell is right to have concerns about cutting based on the economic data. If the market did sell off this week, he considers it a buying opportunity. He likes the Mag 7 –...

6,500 is the SPX level bulls want to hit heading into the Jackson Hole Symposium, according the Kevin Green. He highlights technicals investors should watch on Monday's session and for the week ahead. In explaining the equity rally, Kevin points to a crush in treasury volatility as a correlation to the push higher. He adds that general volatility in the VIX also continues to hover near histori...

Evercore ISI added Target (TGT) to its "tactical outperform" list after the retail giant's stock has been beaten down over the last year. As Jenny Horne notes, the firm also moved Lowe's (LOW) to its "tactical underperform" list. She explains why Evercore made the adjustments ahead of both companies' earnings. On the A.I. front, Jenny weighs in on reports of Meta Pl...

President Trump will meet with Ukrainian president Volodymyr Zelenskyy and other European leaders to discuss the war in Ukraine, something Kevin Hincks expects to moves markets to start the trading week. Also on the docket: Jackson Hole and what will likely be Fed chair Jerome Powell's final speech at the summit. On the earnings front, retail companies will dominate investor interest during a...