Schwab Network

George Congdon joins Morning Movers to look at an AI player in the healthcare space: Tempus AI (TEM). Shares of TEM have rallied higher after its 2Q earnings. George breaks down the latest results and the company's raised guidance. He says customers like AstraZeneca (AZN) like TEM's ability to provide data-driven insights that can potentially provide accelerated drug discovery. ======== Sc...

Kevin Green jumps into Friday's early trading headlines. President Trump announced plans to nominate Stephen Miran to fill Adriana Kugler's vacant Fed seat. Then, he turns his attention to The Trade Desk (TTD) and Block (XYZ) after mixed earnings reports. Also on the radar: Gold (/GC). The precious metal touched new all-time highs today. ======== Schwab Network ======== Empowering every in...

Tesla (TSLA) "lows are getting higher" says Brett Crowther. He examines the EV maker's chart on the short and long-term, as shares of Elon Musk's company look to bounce back from 2025-lows. On the upside, Brett highlights the $420 resistance level. He looks at the asymmetrical triangle range formulating, saying "shares don't like" to get squeezed into that shape. He...

Extreme Networks (EXTR) posted 20% year-over-year revenue growth in its latest earnings. Ed Meyercord, Extreme's CEO, credits the company's leadership in the space that he argues competes with the likes of Cisco (CSCO). He talks about how the company is integrating A.I. into its tech to increase operation efficiency. Ed mentions how Extreme's footprint is extending overseas. ======== S...

An earnings-fueled session ended with most stocks in the red, partially due to President Trump's tariffs starting to take effect. Stocks that took the biggest earnings hits include Eli Lilly (LLY), Fortinet (FTNT), and The Trade Desk (TTD) after hours. Constellation Energy (CEG) moved slightly lower while Vistra (VST) rallied, though both companies expressed promise on their electrical outlook...

David Roberts, CEO of Verra Mobility (VRRM) walks through the latest quarter, calling it “steady as she goes.” While there was “some travel pullback for the year,” government contracts are buoying Verra as it works with cities for traffic enforcement, like intersection and school zone safety. Verra also works with “all the major rental car companies” for toll road access and with universities arou...

Figma Inc. (FIG) IPO'd at $85 last Thursday and nearly tapped $143 the following session. It closed this Thursday's session at $78. David Trainer says the price movement reminds him of the "dot com days." He explains the volatile trading action, how valuations play a role, and how expectations can shift on the new public company. ======== Schwab Network ======== Empowering every...

President Trump's Truth Social post calling for the firing of Intel (INTC) CEO Lip-Bu Tan adds to the administration's strong stance on bringing investments back to the U.S. Charles Schwab's Nathan Peterson talks about how the president is taking a page from his own playbook, and igniting volatility along the way. ======== Schwab Network ======== Empowering every investor and trader, e...

The SPX lost strength throughout Thursday's session and showed a developing channel similar to a January trend which led to significant downside price action. Kevin Green offers a wider look at the 6-month chart to highlight why investors may want to brace for another down trend. However, there's also the possibility for a bullish reversal. Kevin adds to the analysis by turning to SPX volu...

Matt Calkins, CEO of Appian (APPN), breaks down the company’s latest earnings. “This was an exciting quarter for us where it showed that AI really moved the needle.” Led by AI, their “average upsell is 25%” to clients. He walks through guidance for the year and has confidence in Appian’s federal business. He talks about Appian’s work with DOGE and why small and medium businesses working directly w...

Earnings season has been great so far, but “uneven,” Howard Chan notes, “Most of the growth is actually coming from large, technology-focused companies.” He likes “consumer-forward tech” companies like Netflix (NFLX) and Uber (UBER) and AI infrastructure companies like semiconductor maker Nvidia (NVDA) and cloud service providers such as Microsoft (MSFT), where “demand outstrips supply.” While som...

Paul Dergarabedian and Jeff Walker break down Warner Bros. Discovery (WBD) earnings. Paul points out that WBD has driven the box office rebound this year, with smash hits like Sinners, Minecraft, Superman, Final Destination: Bloodlines, F1 and more. Jeff highlights their status as the largest physical media distributor and the licensing revenue from their franchises. He thinks too much emphasis is...

Ben Emons talks all things A.I. He points to OpenAI's valuation bid that could propel it as the highest valued private company as reason enough to keep evolving tech top of mind. Ben believes the company can become highly profitable if it maintains its open source LLMs once it goes public. On the hardware side, Ben sees robotics as a long-term growth industry as Nvidia (NVDA) continues to mass...

Stash Graham sees health care lagging but eyes opportunities in banks (preferring regional) and energy (natural gas especially). He also prefers stocks over ETFs or other investment vehicles. The “impulse for inflationary pressures is intensifying,” in the White House, he argues. This makes it less appealing for the Fed to cut rates, but with a weakening labor market and the “inflection point” of...

The Trade Desk (TTD) reports earnings after the close on Thursday, and LikeFolio's Andy Swan likes the company's "superior" technology in the advertising space and "extremely high" client retention. However, he sees the Trade Desk struggling to get new customers. Sluggish trends of ad dollars moving from linear to streaming can also hamper future growth. Andy talks abou...

Aquiles Larrea returns to the Big 3 and offers his take on companies he expects to make big A.I. moves. He notes Microsoft's (MSFT) Azure cloud strength as something he sees continuing, Apple (AAPL) recapturing lost legroom in the A.I. race, and Kingsoft (KC) capturing a sizeable Asian market with a "buyer beware" sticker attached. Charles Schwab's Ben Watson gives investors insi...

Jeffrey Simmons, President CEO of Elanco Animal Health (ELAN), discusses the company’s latest quarterly report. “We have seen an amazing start to the year,” he says. “Growth, innovation, cash is our value proposition to investors,” he adds, citing 8 straight quarters of growth. “We have 5 major innovations in major markets,” including in the $6B flea and tick prevention market and in dermatology,...

"This market is priced for perfection," says Rebecca Walser, and it caused investors to see any red mark on Eli Lilly's (LLY) earnings as bearish. The stock plunged when its oral weight loss drug disappointed, though she believes there's more than enough market share for it to rebound. Andrew Wang agrees, adding that backing from the Trump administration "keeps me optimistic...

Jason Robins, CEO and Co-Founder of DraftKings (DKNG), joins Sam Vadas to discuss his company's latest earnings, which included record quarterly revenue. He says management is keeping their sights on the company's long-term prospects. One key tailwind Jason sees for DraftKings is how the company currently only reaches half of the U.S. population, which will grow as regulation increases. On...

Jessica Kriegel was “shocked” by the downward revisions in the jobs report next week and thinks there could be “stagflation” next quarter. Bright spots are “few and far between” in the market and companies need to “stay adaptable.” Jessica says it’s becoming more uncertain if economic data will be reliable after Trump’s firings. She also discusses how companies forcing workers back into the office...

Block (XYZ) reports earnings after the close on Thursday. It's Square and Cash App platforms are expected to perform well in the print, but as Marley Kayden notes, its Bitcoin holdings can prove to be a headwind ahead. Marley touches on Cathie Wood's Ark dumping $4.8 million of Block stock and weighs if Block's future prospects are already priced into the stock. Joe Tigay turns to an e...

Wedbush's Scott Devitt argues DoorDash is a "phenomenal company priced for being a phenomenal company." While its valuations have soared, Scott makes the case that its earnings prove it can continue momentum. He explains where he sees DoorDash in the delivery race against peers like Uber Technologies (UBER) and Lyft Inc. (LYFT). Tom White turns to a pair of example options trades for...

e.l.f. Beauty (ELF) gave back all the gains it made since its previous earnings report after exhibiting weakness around tariff uncertainty. Fortinet (FTNT) sold off a staggering 25% after the opening bell even though it posted a beat on its earnings. However, Celsius (CELH) shined as its Alani Nu partnership began to bear fruit. Sam Vadas takes investors through the turbulent stock movers of the m...

Kevin Green says the SPX did a "phenomenal job" on Wednesday holding the 6,300 — and now has 6,400 on the radar. He says as long as a broadening rally and 20-day SMA holds, that resistance can be broken. On gold, Kevin explains the commodity's "quintuple top" and weighs on whether it signals upside or downside price action. ======== Schwab Network ======== Empowering every...

James Demmert sees “great” fundamentals in international equities. He likes the telecom sector, focusing on the “AI telecom space,” arguing Meta (META) is one of those names. He likes Apple’s (AAPL) further investment in the U.S. and says that because it’s late to the AI game it needs to woo back institutional investors. “All they have to do is come up with one really great AI,” and then James thi...