Schwab Network

John Campbell is looking for smaller companies to catch up to the big tech companies and thinks AI capex spending could help them close the gap. Because of valuations, he sees a “margin of safety” in small caps still. His picks right now include SkyWest (SKYW), an airline company with “high quality earnings,” along with e.l.f. Beauty (ELF), which has exposure to China but is doing a “pretty good j...

Rogers Healy discusses the housing market and says that while the focus is on affordability over location, he thinks the pendulum will swing back around. He reacts to the latest MBA Mortgage report which showed an increase in applications. “The housing market now is frankly, more stable” than when rates were much lower and the market was ultracompetitive, he says. However, he thinks a rate cut wou...

DoorDash (DASH) reports earnings after the bell on Wednesday, and Marley Kayden says investors will closely watch the company's marketplace gross order volume. That, on top of guidance and expansion opportunities, are what she believes are critical to move the stock higher after it rallied over 50% in 2025. Prosper Trading Academy's Scott Bauer gives investors a glimpse into an example opt...

Seth Schachner talks all things Walt Disney (DIS) after the company traded down following earnings. He believes the company remains strong when it comes to its content, pointing to various revenue streams through Disney+, Hulu, and ESPN, the latter of which he sees leading the company's entertainment growth. Additionally, Seth mentions Disney's parks as another signal of strength with its...

Shopify (SHOP) cashed in on the quarter and rallied more than 20% after its earnings, while Snap Inc. (SNAP) sold off 20% with its earnings sinking below expectations. McDonald's (MCD) rallied off its earnings that signaled a sales rebound for the brand. Uber Technologies (UBER) also posted strong earnings and booking guidance that drove investor sentiment higher. Sam Vadas takes investors thr...

6,300 continues to be the level in the SPX Kevin Green is watching. He tells investors to brace for a "hiccup" to the upside if bulls break through the metric. However, as Kevin turns to the SPX futures, he shows a bearish divergence that happened during last month's breakout that can come back to bite bulls. He later notes key levels to watch in crude oil. ======== Schwab Network ==...

“The economy is weaker than we thought it was for the first half of this year,” Willie Delwiche argues. He notes that lost jobs are becoming hard to replace, charting the total % of unemployed and the % of people unemployed for 15+ weeks. Now, he says, we see how resilient the market rally actually is. He compares global breadth to the U.S. stock market and offers some tips about asset allocation....

AMD Inc. (AMD) posted a revenue beat and in-line EPS, along with record free cash flow. It still wasn't enough to wow investors. Jenny Horne explains why shares are sliding to the downside and how the company currently stands against Nvidia (NVDA). As for Supermicro (SMCI), Jenny says its earnings sell-off is much clearer due after its miss and guidance cut. ======== Schwab Network ======== Em...

Reporting from the Cboe Global Markets, Kevin Hincks urges investors to keep an eye on headlines regarding tariffs. With deadlines fast approaching, paired with ambassadors from Switzerland visiting Washington today, there could be more tariff volatility on the horizon. Semiconductors like AMD Inc. (AMD) and Supermicro (SMCI) traded lower after their earnings, while McDonald's (MCD) moved high...

DoorDash (DASH) shares have raced to all-time highs this week as investors prepare for the delivery company's latest earnings report. Tom White breaks down the technical patterns on DASH's chart, including support levels on its Volume Study and areas to watch on the RSI momentum study. Later, Tom illustrates an example put diagonal options trade with a bearish stance that takes into accoun...

Jack Janasiewicz believes any dip in the markets should be bought. He explains the rationale as investors gauge tariff pricing impacts, the Federal Reserve's potential to cut rates this fall and winter, as well as weakness in the labor market. From the Fed's standpoint, with the markets near all-time highs, Jack says it's given the central bank room to pause on rate cuts. Jack adds his...

Kyle Bergacker joins Sam Vadas to discuss Novo Nordisk (NVO) earnings. Shares of the biotech pharmaceutical company are down following its 2Q report. Kyle discusses the lowered sales growth in its guidance as well as combatting "copy cat" medications from telehealth companies. He adds commentary on the company's GLP-1 weight loss drugs and what it means in regards to the long-term ou...

Kevin Green kicks off Morning Movers with Sam Vadas to discuss a couple tech stock earnings. For Supermicro (SMCI), shares plummeted after a revenue and EPS miss, with tariffs and AI demand concerns weighing on the company's guidance. Meanwhile, AMD's report was a mixed bag, with a beat on revenue but a miss on adjusted earnings per share due in large part to China sales restrictions. Desp...

Kevin Horner fires up the Uber (UBER) chart to see where shares are headed after the latest earnings report. On a 90-day time frame he's looking at a range between $94 and $82. On a longer-term chart, he signals the strong uptrend taking shape before comparing UBER and Lyft (LYFT) performance over the past year. ======== Schwab Network ======== Empowering every investor and trader, every marke...

Kevin Horner’s Technical Tuesday charts cover the S&P 500 (SPX), Rocket Lab (RKLB), and IonQ (IONQ). For the SPX, Kevin highlights the $6300 level and the 20-day moving average. Rocket Lab shows a bull flag with a $14 flagpole, and Kevin notes that it is now trading below its 20-day moving average. Traders will be waiting for a breakout either way. IonQ need bull traders to push it above its 2...

Tuesday's ISM Services print caused most stocks to slide, though Palantir (PLTR) shined as a bright spot after posting strong earnings which nearly doubled commercial revenue. However, A.I. names after hours disappointed. AMD Inc. (AMD) and Supermicro (SMCI) both showed weakness in their reports. Marley Kayden takes investors through the day's biggest earnings. ======== Schwab Network ======== Emp...

Rivian (RIVN) 2Q earnings revealed an EPS miss but a slight beat on revenue expectations. The U.S. EV company produced just 5.9k vehicles in its 2Q, with deliveries of 10.6k. David Nicholson joins Marley Kayden to dive into the report from Rivian. He says the company needs to show how it competes in the global market, not just the U.S. market. ======== Schwab Network ======== Empowering every inve...

Arista Networks (ANET) kicks off a busy postmarket earnings slate. George Tsilis and Dan Grant join Marley Kayden to dive into the latest quarterly figures. ANET shares skyrocketed higher after a top and bottom line beat in its 2Q report. Meanwhile, Supermicro (SMCI) missed estimates which sent shares spiraling lower. George says the company's lowered guidance was "a pretty significant cu...

Tuesday's ISM Services print shows signs that the economy is slowing, according to Charles Schwab's Joe Mazzola. While he's impressed with how the markets recovered off the session lows, there's concern the SPX will hold or sink below 6,300 if weakness persists. Joe talks about how the data signals a shift away from optimism. He later touches on the role A.I. capex plays in market...

Robert Yawger says crude oil has a lot of things against it right now, including the end of summer driving season and OPEC+ adding to its output. “It’s going to be very difficult for this to rally.” He also notes that the U.S. is having trouble exporting oil because of its higher prices, further boosting U.S. supply. He discusses his scenarios for $70/barrel and $60/barrel. ======== Schwab Network...

"Palantir (PLTR) crushed it" in earnings, says Steven E. Orr. He notes bullish commentary from CEO Alex Karp suggesting much more room to run in the commercial space despite the 93% commercial revenue growth year-over-year. However, Steven questions whether the company can execute on all of its expansive contracts. ======== Schwab Network ======== Empowering every investor and trader, ev...

Henry Schuck, CEO of ZoomInfo (GTM), joins Market On Close to discuss the company after its latest earnings. ZoomInfo is a software and data company helping businesses find and keep customers. Despite beating on earnings, a buyback program, and revising their outlook to positive growth for the year, the stock is down today. He calls his company “the best asset from an M&A perspective” and thin...

Andrew Almeida thinks a market correction would be “healthy” and “wouldn’t scare us.” He is bullish long-term, citing Mag 7 capex spending booms. He says a rate cut in September would be “great” but isn’t terribly concerned about the latest jobs report and downwards revisions. He argues that the data reflects corporations pausing hiring due to tariff uncertainty and that it will pick up again into...

“The biggest story of 2025 right now…demand.” Elizabeth Hart breaks down trends in the real estate market. Office demand is normalizing and many buyers are looking for bigger spaces, she says, citing an increase in back-to-office policies. Stable job growth is driving higher demand than she expected, but she’s waiting a few months to see if the trend continues. However, she thinks the ‘Big Beautif...

Greg Martin sees AMD Inc. (AMD) earnings as the "bellwether" for other A.I. companies, even Nvidia (NVDA). A ramp up in hyperscaler capex gives him confidence that the A.I. company can draw in a stronger revenue stream. CFRA's Angelo Zino makes the case that AMD is setting up for a "bigger 2026 story." The key headwind it faces is China and how chip export restrictions can...