Schwab Network

"The whole world is shifting towards what Oklo does," says Likefolio's Andy Swan. He discusses the company's role in nuclear power adoption and how the stock has been a rocket ship over the last year. Andy reveals that digital traffic hit all-time highs in August as global web visits continue rise for Oklo. He admits there's still some convincing for consumers but points to p...

Adam Lampe and Andrew Wang break down FedEx (FDX) earnings and what they say about the U.S. economy. Andrew points to “margins as the real highlight” in the quarter despite a “billion-dollar trade headwind.” Adam discusses consumer health and the “hostile” trade environment but sees potential upside. They also talk about how UPS’s struggles have benefitted FedEx and its “data advantage” created by...

Jay Yu from Nano Nuclear Energy (NNE) joins Trading 360 to discuss his company's role within the nuclear energy space. On the heels of a U.S./U.K. nuclear deal, Jay says these developments are helping advance nuclear technology adoption, particularly small modular technology. He describes the differences between NNE's technology and prior (and much larger) versions of nuclear power plants....

Tim Bohen has his eyes on a quantum computing name in this week's Big 3 appearance. He says there's still a lot of "opportunity" in Rigetti Computing (RGTI) as shares breakout to new all-time highs. Another stock jumping during Friday's trade: Oklo Inc. (OKLO) which Tim says has directly been tied to the growing demand for nuclear energy to help fuel A.I. Lastly, Tim's wa...

Chris Smith gives some stock picks, including Rockwell Automation (ROK) and Williams (WMB). Chris thinks that manufacturing reshoring will “accelerate” names like ROK, noting the huge disparity in their revenue from abroad vs their North American revenue: “they earn effectively 20-30 times more” in North America than in Asia. On Williams, he expects a power shortage coming as more data centers dra...

Matthew Bryson says China may have intentionally acted ahead of negotiations with U.S. officials when its regulators began calling for stops to Nvidia (NVDA) chips. He joins Sam Vadas to recap a busy week for Jensen Huang's A.I. chipmaker as the company faces potential headwinds from the Chinese markets. Matthew also weighs in on the company's Intel (INTC) investment and what that means fo...

Baird upgraded Tesla (TSLA) despite noting a "choppy" fundamental picture as car volumes will likely decline this year. Marley Kayden explains the upgrade isn't so much about Tesla's auto business, but rather its "physical A.I." position as Elon Musk shifts gears to the burgeoning technology. Mike Shorr joins the show to provide a "contrarian" take and walks t...

Nate Peterson says the FOMC meeting didn't necessarily scream dovish as central bankers said they'd take it "meeting by meeting" for its rate cut outlook. He looks at the digitization trends in the economy and the massive capex flows for big tech stocks. Nate believes there hasn't been any slowdown in the A.I. narrative yet. Also on Nate's radar, long-term yields - especi...

John Kosar of Asbury Research breaks down the Asbury 6, which are metrics measuring different aspects of the market. 4 indicators are currently positive, while 2 are negative. John emphasizes that these are short-term projections, but says that the economy as a whole seems relatively stable. “We’re following the money…to be in the right places” when money gets “sticky – and that’s where the profit...

Kevin Green reacts to the Bank of Japan leaving rates unchanged, looking at their portfolio mix like long-term bonds and ETFs, and other factors behind their decision. He discusses Trump and Xi’s reported call and the U.S./China trade relations, and the possibility of a breakdown in negotiations. KG also takes a look at volatility with Triple Witching today, expecting trading volume to spike. ====...

Rob Arnott discusses his firm’s cap-weighted ETF. He explains how it “changes the paradigm” relative to the major indexes to increase performance. He talks about the impact of stocks falling in and out of the major indexes and how it creates a “buy high, sell low” problem. He argues that “passive” management doesn’t exist and that his system “protects” investors more. ======== Schwab Network =====...

FedEx (FDX) shares initially rocketed higher after earnings but faded overnight. Diane King Hall reacts to its opening bell move and breaks down the report, which included news of spinning off its Freight business. Elsewhere on the earnings front, Lennar (LEN) crumbled on an earnings miss and lower than expected home deliveries which weighed on the overall homebuilders group. Meanwhile, Alphabet (...

“The animal spirits are loose.” Russell Hackmann reacts to continued market records. He sees the Fed’s rate cut path as supportive for equities. He advises retired or near-retirement investors to take some chips off the table, though, noting that the SPX has more than doubled in the last five years. He’s “definitely concerned” about inflation continuing as the Fed begins to cut, along with high go...

A day after rising more than 22%, Intel (INTC) shares have pulled back slightly as Wall Street analysts react to Nvidia's (NVDA) $5B investment and announcement of a new partnership. Jenny Horne shares details from several analysts including Benchmark's upgrade to a buy rating. Later, she looks at another upgrade but for a different stock: Tesla (TSLA). Jenny walks through Baird's move...

Kevin Hincks, reporting from the Cboe, maps out the biggest stories headed into the weekend. Kevin explains the reason why a triple witching event is significant for traders and says investors should pay attention to Fed speakers as they provide insights into the rate cut plan ahead. Meanwhile, Kevin says the TikTok deal, Nvidia (NVDA), Apple (AAPL) and a trade deal will be central focus from Dona...

Mabrouk Chetouane dissects the Federal Reserve's latest rate cut which he believes matches policy to current market conditions. He expects fiscal policy to be supportive into year-end and doesn't believe momentum will be stopping any time soon. Mabrouk remains positive on the U.S. economy and the U.S. market. Looking at Europe, he breaks down the variances in challenges between individual...

Austin Lyons joins Morning Movers to discuss the meteoric rise in Alphabet's (GOOGL) valuation as the Google-parent company surpassed a $3T market cap this week. He flagged the Google Gemini app surpassing OpenAI's ChatGPT in the Apple (AAPL) App store as a potential momentum shift. Austin walks through his own experiences with Gemini and Google's visual effects capabilities. He discus...

Intel (INTC) shares soared to 52-week highs on news that Nvidia (NVDA) would invest $5B in a new partnership between the two semiconductor companies. Rachel Dashiell examines the technical conditions for Intel after the breakout saying $33 will likely act as near-term resistance, with $28 as short-term support. Zooming out to a 1-year timeframe, she says the RSI Momentum study is confirming the up...

Kevin Green has two events on his radar for Friday: a call between Presidents Xi Jinping and Trump and Triple Witching. The latter he believes "should create a little bit of volatility here." A day after markets hit all-time highs, KG points to the call focusing on getting a Tiktok deal finished & "franchised" to the U.S. Additionally, he points to the rare earths and metal...

“The FOMC is now in a rate cutting cycle.” Dave Mazza argues the interesting part is the difference of opinion within the Fed, with some calling for a bigger cut. He expects a “choppy path forward” for markets but thinks they can still climb. He also argues that the Mag 7 can keep seeing gains and says the intense investments into tech aren’t a repeat of the dot-com bubble because they’re going to...

OptionsPlay's Tony Zhang offers investors a deep dive into Morgan Stanley's (MS) technical set-up as the stock taps new all-time highs. He notes the company's strong earnings momentum and expansive assets as moats for the banking giant even as the stock climbs into overbought territory. Tony offers an example options trade for Morgan Stanley. He also gives his analysis in the healthcar...

ll major indices hit new record highs on the back of the FOMC's interest rate cut Wednesday. No stock on the SPX saw a bigger rally than Intel (INTC) thanks to a $5 billion investment from Nvidia (NVDA). CrowdStrike (CRWD) soared after sharing fiscal 2027 ARR guidance that impressed the Street. Darden Restaurants (DRI) was one of the SPX's worst performers after missing on earnings. Marley...

Marley Kayden and Sam Vadas talk about the massive rally seen in Intel (INTC) after Nvidia (NVDA) invested $5 billion into the company, but there's much more under the surface they point investors' attention to. They also note the rally in quantum stocks, led by a much smaller, still significant deal between Rigetti Computing (RGTI) and the U.S. Air Force. Don't forget about the small...

Christopher P. Davis shares his take on the market's reaction to the Fed's rate cut, the strength of consumer spending, and the bifurcated consumer trend. He believes the consumer is driving demand for mid-tier goods and services. Davis also discusses the tech sector, highlighting Nvidia's (NVDA) deal with Intel (INTC) and the U.S. government's push for domestic chip manufacturing....

Uses of A.I. have captured the attention of military and defense over recent years. One company accelerating its development of defense tech with A.I. is Aerovironment (AVAV). George Tsilis notes the stock's massive rally and balance sheet that boasts profitability but notes it has to prove itself in a highly competitive space. ======== Schwab Network ======== Empowering every investor and tra...