Schwab Network

Oracle (ORCL) is making a shift in proving AI exists to proving it can monetize off it, says Stephanie Walter. She points to the company's earnings as an indicator Oracle is moving in the right direction. Stephanie's biggest question for the software giant's growth lies in how efficiently it can capitalize on its expanding infrastructure while piling on debt. ======== Schwab Network ==...

Zscaler (ZS) CFO Kevin Rubin outlines how the company achieved 25% revenue growth, driven by robust demand for enterprise-grade AI security solutions. He details Zscaler's strategy for mitigating AI-related cyber threats by reducing attack surfaces and preventing lateral movement within networks. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

"I don't think the Fed should be hiking" in September, says Ted Thatcher on interest rates, arguing that a hike won't shape the inflation picture. A resolution or sharp cooldown in the U.S.-Iran war is what he believes will offer true relief. Ted explains why crude oil prices remain the most important gauge for inflation and ways oil serve as an unsung beneficiary to the AI trade...

Morningstar Wealth's Brett Husslein notes Chewy's (CHWY) consistent sales growth and deepened auto-ship penetration despite cutbacks in discretionary pet spending, while casting doubt on Target's (TGT) turnaround strategy. Tom White pairs the bearish Target outlook with a put vertical options trade designed to profit from potential downside. ======== Schwab Network ======== Empowering...

Oracle (ORCL) beat earnings and raised guidance for fiscal 2027, though shares didn't move much from Thursday's close in first hour of Friday's trading session. George Tsilis turns to the key metrics showing signs of strength and the numbers he sees raising caution among investors concerned about CapEx amidst its cloud growth. Dan Deming offers an example options trade for Oracle. ====...

Friday's CPI showing a slightly hot core number raised expectations for an interest rate between 85% to 90% in September, according to Collin Martin. If inflation remains stays stubborn, he makes the case the next hike will likely begin a hiking cycle. Alexandra Semenova turns to the "psychological levels" she believes lingers over investors, including crude oil prices hovering aroun...

21shares' Stephen Coltman delves into the divergence within the U.S. economy, where robust government and tech spending contrast sharply with struggling sectors like housing and consumer confidence. He warns this split complicates the Fed's strategy moving forward, even as the market treats the likely rate hike as a one-off. ======== Schwab Network ======== Empowering every investor and tr...

Kevin Green tells investors to brace for an interest rate hike from the Fed as markets price in an all but certain chance of it happening. Friday's CPI print, backed by strong energy headwinds from the U.S.-Iran war, are key components KG sees acting as anchors to those predictions. Crude oil continues to hover around $100 while the nationwide average diesel price hits $6 for the first time ev...

Orphe Divounguy discusses the "oil story" he sees behind the CPI report and how it firms the inflation outlook. The report comes in the middle of a no hire, no fire job market. It also creates a conundrum for the Fed, which meets next week to decide on whether to hold or raise interest rates for September. Orphe makes the case the FOMC should hold rates next week. ======== Schwab Network...

From high-end furniture to well-known grocery stores, Diane King Hall discusses what RH (RH) and Kroger (KR) earnings say about all income brackets of American consumers. As she explains, both reports showed some weakness in guidance. She turns to the healthcare space after Morgan Stanley downgraded Novo Nordisk (NVO). ======== Schwab Network ======== Empowering every investor and trader, every ma...

Kevin Hincks calls Friday's CPI report "benign" to kick off the trading session and makes the case that the Fed will not raise interest rates in next week's meeting. The release of the print pulled the 10-year Treasury yield down from its multi-year high. That said, Kevin makes the case the report creates a "real tricky" scenario for the Fed's upcoming decision. ===...

Jimmy Lee of The Wealth Consulting Group believes the Fed shouldn't hike rates, despite an 85% chance of a raise next week, arguing that a quarter-point move won't impact oil prices—the primary inflation driver. He predicts a lower rate environment in the next 12 to 18 months that could unlock the housing market and ignite animal spirits in the stock market. ======== Schwab Network =======...

Raymond James expects a takeoff in the works for Rocket Lab (RKLB) shares even after the stock's strong pullback since the SpaceX (SPCX) IPO in June. Rick Ducat points out that shares are reaching an apex in a triangular pattern he says will lead to a breakout or breakdown in the stock. He turns to an example options trade for Rocket Lab. ======== Schwab Network ======== Empowering every inves...

Tyrone Ross, Jr. discusses the regulatory path ahead for Bitcoin and other cryptocurrencies, which he sees clearing as institutions continue to pile into the space. While Strategy (MSTR) selling and repurchasing some of its Bitcoin assets ignited fears of a institutional downtick, Tyrone believes the bull case holds. He then explains how he would position using Bitcoin in portfolios. ======== Schw...

Inflation got its next big test through Friday's CPI print, which hit in-line on the headline number and climbed 0.1% above core expectations. Kevin Hincks makes the case that the Fed will still hold interest rates as the CME Fed Watch tool continues to indicate chances near 70% for a hike in September. Kenny Polcari joins the conversation and weighs where he sees the direction of interest rat...

Kenny Polcari reflects on the 25th anniversary of the September 11, 2001 terrorist attacks by recounting his own experiences from that day. He turns to his experiences in working with veterans to ensure they get mental health care they need. On the market moves Kenny is seeing Friday, he outlines his expectations for CPI and crude oil as the 10-year Treasury yield continues to tap new multi-year h...

Kevin Green takes investors through price action hitting the energy space after a key Middle Eastern oil pipeline was reportedly struck. Crude oil slid below $100 in the premarket but KG warns that can spike again at a moment's notice. In equities, Oracle (ORCL) showed its CapEx story is starting to show returns after topping earnings estimates and raising fiscal 2027 guidance. Adobe (ADBE) is...

A rough trading session for equities was especially hard for America Eagle Outfitters (AEO) after earnings. After hours, Oracle (ORCL) and Adobe (ADBE) added more color to the AI trade. Marley Kayden has more on the top stories moving markets Thursday. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwab...

Crude oil hits levels not seen in nearly 4 months as inflation concerns in U.S. consumers climb on the back of a slightly hot August PPI. Marley Kayden talks about her top takeaways from Thursday's session. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app...

BlackRock's Kristy Akullian highlights the diversification benefits of high-dividend strategies to balance high-conviction AI investments. She favors high-quality companies with consistent earnings growth and strong balance sheets amid rising long-term yields, and remains upbeat on the AI trade driven by insatiable compute demand. ======== Schwab Network ======== Empowering every investor and...

Two software companies had two different stock reactions in the same AI trade through earnings after Thursday's trading session. Marley Kayden and Kevin Green discuss Adobe's (ADBE) earnings beat and 2026 full-year guidance raise, along with Oracle's (ORCL) triple-digit AI cloud infrastructure revenue growth. ======== Schwab Network ======== Empowering every investor and trader, every...

Macquarie Group's Chad Beynon highlights the industry's ability to buck historical trends, with August setting new revenue records and momentum projected to continue through year-end. He notes that streaming services like Netflix (NFLX) and Apple (AAPL) entering the market are contributing to a more robust slate of films, while Cinemark (CNK) and IMAX (IMAX) stand out as top picks. =======...

Kuo Zhang, president of Alibaba.com, joins Market on Close to explain how the AI buildout is impacting the global commerce space, especially for smaller businesses. He also offers insight into Alibaba's Accio AI agent and ways the company balances tech costs with efficiency. Kuo makes the case that B2B is evolving into A2A (agent-to-agent). ======== Schwab Network ======== Empowering every inv...

Price action in Bitcoin took a step down after a hotter-than-expected PPI led to some weakness across Wall Street. That said, Adam Lynch sees increased net inflows to both Bitcoin and Ethereum, bolstering a bull case in the crypto space. He adds that passage of the Clarity Act is not priced in to cryptocurrencies, something he sees adding fuel to a steeper bull run. Adam then touches on the Nasdaq...

Greg Swenson of Leuthold Select Industries ETF breaks down the Leuthold Select Industries ETF (LST), an actively managed fund that rotates through industry groups and themes. He explains the recent pivot out of extended AI CapEx beneficiaries and into big energy, system software, and human resources, where improved technicals and undervalued conditions offer better upside. ======== Schwab Network...