Schwab Network

Don Nesbitt points out a dichotomy in consumer behavior and analyzes the earnings season thus far. He sees a distinct difference based on income level and says Home Depot (HD) earnings next week can help give a better picture of consumer health. He’s also watching Toll Brothers (TOL) earnings after competitors missed estimates. ======== Schwab Network ======== Empowering every investor and trader,...

Austin Lyons says the Mag 7 continue to dominate market leadership, though it's becoming more fragmented. As companies like Apple (AAPL) and Tesla (TSLA) play catch up, Austin poses the question to investors, "is there anywhere else that's better to put your money in the A.I. trade?" While he like Apple's tech ecosystem and Tesla's future prospects, he favors Microsoft (M...

Rocket Companies (RKT) offers mortgage and real estate financial services. The stock also rallied about 80% so far in 2025 even as the rest of the industry underperformed. George Tsilis takes a closer look into the company's fundamentals and financials to explain why investors are boarding Rocket. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscrib...

Likefolio’s Andy Swan shares their consumer sentiment data on Roku (ROKU). “They’re just quietly executing a really, really strong game plan.” He thinks Roku is in a “prime spot” in the streaming world and looks at their ad business and the success of the Roku Channel. He also says Roku is gaining customers and calls it “definitely an acquisition target.” ======== Schwab Network ======== Empowerin...

Cory Johnson liked Cisco's (CSCO) latest earnings, adding that it shows the company taking a slice of the A.I. infrastructure pie. He considers networking revenue the high point of the report. Tom Essaye isn't as bullish on the stock after Cisco's earnings, noting the muted reaction to the numbers. He argues investors are looking for much more as markets remains supercharged by A.I. ==...

Prosper Trading Academy's Scott Bauer tackles three Cs experiencing notable price action pullback. For Carvana (CVNA), Scott sees short-term opportunity if the stock holds its 50-day SMA. While cybersecurity stocks have fallen out of favor, he says CrowdStrike (CRWD) remains a stock all investors should watch, along with Salesforce (CRM) as it reaches a historic support level. Scott also offer...

“It’s a stock picker’s market,” Steven Orr believes, but the broad market is “way over its skis.” He walks through the sectors he thinks are best positioned, including healthcare. He likes UnitedHealth (UNH) in particular, along with C3.AI (AI) despite its recent earnings weakness. Steven also reacts to the latest inflation data and argues that the Fed “has to change the narrative” on the neutral...

OptionsPlay's Tony Zhang sets the foundation for an example options trade in Lennar (LEN) as he sees the company building on its recent breakout. He points to the stock shattering a key resistance level at $125, backed by market expectations for incoming rate cuts, as signals for shares making a continuing move to the upside. ======== Schwab Network ======== Empowering every investor and trade...

Applied Materials (AMAT) reports earnings after the close on Thursday. George Tsilis says it will face one key headwind: China. He notes Applied Materials gets 25% of its total sales from the country, meaning tariffs will serve as a headwind against future profits. On the bullish side, George notes the company's DRAM capabilities as a plus, backed by strong A.I. support seen in Nvidia (NVDA),...

Melissa Otto offers her perspective on Perplexity's $34.5 billion bid to buy Google Chrome from Alphabet (GOOGL). "It's definitely going to be a wild one," Melissa says, noting there is no true standard for something like this before. She adds that A.I. has made no lasting threat to Google search revenue, as she discusses how it adds to the antitrust case accusing Alphabet holding a search monopol...

Mike Dickson looks under the hood of the CPI and PPI reports this week, emphasizing the rise in services prices. He also talks about the differences between these reports and PCE data coming at the end of the month. He thinks the muted market reaction comes from the assumption that PCE won’t be that bad. Generally, Mike notes strong corporate earnings and profitability this quarter. ======== Schwa...

While Tapestry (TPR) posted strong numbers in its Coach brand, Diane King Hall says it wasn't enough to temper fears of tariffs in the company's outlook. Deere & Co. (DE) also noted profit pressures in guidance despite its earnings beat. Diane points to Cisco (CSCO) as a company that performed relatively well on its report, primarily through its A.I. infrastructure business. ======== S...

6,500 is the new level Kevin Green is watching when it comes to resistance in the SPX, though it will face headwinds on Thursday's session following a hotter-than-expected PPI print. He's watching two bullish signals developing in other pockets. One is in the 10YR-3MO yield spread, as Kevin notes its consolidation remains bullish for stocks. He later turns to technicals in the healthcare s...

Liz Ann Sonders compares the CPI and PPI reports from this week to get a look at U.S. inflation. She argues that it seems like companies are absorbing costs rather than passing them on to consumers right now, keeping inflation from jumping. She says that more than this data, upcoming labor data will decide whether the Fed cuts rates in September. Liz Ann points to CEO sentiment climbing but still...

The 0.9% month-over-month uptick in PPI was significantly up from Wall Street's expectations of an unchanged report. For those wondering why markets didn't move down further, Kevin Hincks talks about PPI historically taking a backseat when it comes to importance of other prints. On the international front, Kevin turns to President Trump's meeting with Russian president Vladimir Putin i...

On the technical front, Applied Materials (AMAT) is underperforming the overall markets says Rick Ducat. He compares the company to other semiconductor-related names before showing recent resistance points for investors to watch ahead of earnings. Tom White later demonstrates an example options trade for AMAT. He utilizes an iron condor strategy with a neutral stance in a short-term position. ====...

Kevin Horner suits up and fashions his chart studies for Tapestry (TPR). The Kate Spade owner and luxury retailer is down after its latest earnings, but on a longer-term chart Kevin still says it's looking "fantastically" saying a breather from recent highs wouldn't be uncommon. To the downside, he highlights $88 as a possible support level. Kevin also notes the upward move in it...

Joe Brusuelas joins Diane King Hall at the NYSE to go under the hood on the hot July PPI print. The argument that foreigner's are "paying the tariffs" has been "destroyed," says Joe. In terms of the Fed cutting rates, he cautions investors that Federal Funds markets are thin and illiquid, saying there's a long road until the September meeting. Joe says pricing pressures...

As U.S. markets push to new all-time highs, the rally is expanding beyond the “Magnificent 7” into a wider range of sectors. Investors are pricing in a potential September Fed rate cut as Treasury yields decline. Kevin Green examines the surge in homebuilder stocks on expectations of lower rates, Bitcoin’s climb to a new all-time high, and how artificial intelligence is shaping the growth outlook...

Jessica Kriegel joins Morning Movers to discuss the latest labor market and inflation data. July PPI's print revealed both hotter-than-expected services and goods numbers. Jessica says the economy is at a "very interesting" point in expectations for the Federal Reserve. She adds that there are "fingers being pointed" at multiple entities looking for resolution and answers....

It's a busy and jam-packed edition of Crypto Corner this week. Sam Vadas and Adam Lynch examine the surge in Ethereum (/ETH) as it approaches all-time highs. Meanwhile, Circle (CRCL) shares fade after its first publicly reported earnings report and Bullish (BLSH) begins trading after its highly anticipated IPO. Plus - find out why Jeff Bezos' Blue Origin is now accepting crypto payments fo...

Markets continued Tuesday's rally, led once again by the RUT with 2% gains. Cisco (CSCO) traded to the downside despite posting a beat and guidance above estimates, though it was nowhere near the sell-off seen in CoreWeave (CRWV) after its report. Bullish (BLSH), the newest crypto exchange debuting in public markets, saw volatile trading action throughout its first day. Marley Kayden takes inv...

Oklo Inc. (OKLO) CFO, Craig Bealmear, joins Market on Close to discuss the company's latest earnings report. He sees the company as uniquely positioned for success even though it has not yet made revenue. One leading contract from the U.S. Air Force can change that. Craig takes investors through future power house projects the coming months and years. ======== Schwab Network ======== Empowerin...

Ouster (OUST) got an upgrade from WestPark Capital after the LiDAR company showed promising results in its prior earnings. As George Tsilis explains, the company is expanding into high growth industries like defense. He explains how Ouster can utilize its tech in order to maintain and climb above the stock's new 3-year high. ======== Schwab Network ======== Empowering every investor and trader...

The RUT has rallied more than 4% over the last two trading session, which Charles Schwab's Joe Mazzola attributes to expectations of higher-than-expected rate cuts. With investors pricing in a September cut, Joe talks about the possibilities for the Fed's future rate cutting cycle. Joe adds that recent inflation and jobs data will signal Fed chair Jerome Powell to act. He urges investors t...