Schwab Network

The latest U.S. jobs data points to a softening labor market, according to David Krakauer. He discusses the implications for potential stagflation and GDP growth, noting that equity markets often react positively to soft economic data in hopes of a Federal Reserve rate hike delay. David also unpacks the phenomenon of "IPO FOMO," advising investors to distinguish between a good company an...

AvePoint (AVPT) CFO Jim Caci discusses the company’s latest earnings report and its growing focus on AI trust and governance. Caci says executives are increasingly concerned about AI models, data security and how to safely deploy the technology, creating demand for tools that help businesses protect sensitive information and costs while still benefiting from AI.

Lisa Flicker, Senior Managing Partner and Head of Real Estate at Jackson Lucas, dissects the nuances of the latest jobs report. She argues that despite initial appearances, the report reflects a multi-speed economy, with significant infrastructure investments driving continued hiring in finance sectors. Flicker also addresses the role of artificial intelligence, suggesting it will create new jobs...

Jeffrey Cleveland from Payden & Rygel dissects the July jobs report, noting the surprising -23,000 revision in prior months' job creation. He attributes some of the perceived weakness to seasonal adjustments, particularly in government hiring, while highlighting continued positive momentum in construction and manufacturing. Cleveland also delves into the structural issues affecting labor f...

With Nvidia (NVDA) rallying 10% this week, John Belton of Gabelli Funds expects another strong quarter as continued hyperscaler CapEx spending supports demand, with Elon Musk saying SpaceX (SPCX) plans to exclusively use Nvidia chips. Belton also says AMD (AMD) is clearly benefiting from agentic AI demand and sees its upcoming product launches as an opportunity to take share from Nvidia’s GPU busi...

Shawn Robbins from Fandango discusses how Spider-Man: Brand New Day is the latest film to deliver a blockbuster opening weekend at the box office. He says strong in-theater demand is extending beyond superhero franchises and explains what studios are doing right to bring moviegoers back to the big screen.

The U.S. labor market shows signs of cooling, with slowing job growth and a decline in the foreign-born population impacting participation. Brian Jacobson, Chief Economist Strategist at Annex Wealth Management, explains the nuances of recent jobs reports and their implications for Federal Reserve policy. He outlines how the Fed faces a dilemma between supporting employment and fighting inflation,...

In Friday’s 360 Round, the panel looks at Airbnb (ABNB) after the stock hit a new 52-week high following strong earnings. Wedbush’s Ygal Arounian is bullish on continued consumer spending and upgraded ABNB to Outperform with a $200 price target. Chris Davis of Hudson Value Partners says Airbnb is better positioned than other travel stocks as consumers favor shorter domestic trips, while expanded h...

Roy Behren of Westchester Capital Management, co-portfolio manager of the Merger Fund, believes the proposed merger between Paramount Global (PARA) and Warner Bros. Discovery (WBD) will ultimately close. He cites the numerous international regulatory approvals, the lack of U.S. Department of Justice objections, and the significant financial incentives for both companies to complete the deal. Despi...

Tim Bohen from StocksToTrade.com has his eyes on three technology names for today's Big 3. First, Digital Turbine (APPS), where he says reports of the company's demise may have been "greatly exaggerated" as it trades to a 3-year high. Next, Bohen looks to Snowflake (SNOW), pointing to its growing lineup of agentic AI products. Lastly, he sees more room to run for Cloudflare (NET)...

CFRA's Arun Sundaram joins Morning Trade Live to look at the outlook for consumer staples companies as the sector faces a challenging operating environment. He continues to like Costco (COST) and Walmart (WMT) despite elevated valuations, pointing to margin expansion and the potential for double-digit earnings growth in the coming years. Sundaram also sees opportunities in agricultural compani...

Shares of Airbnb (ABNB) climbed to their highest level since 2022 after the company reported strong earnings, improving free cash flow, and upbeat guidance. Marley Kayden recaps the results and examines the analyst reaction to ABNB’s rally, while Dan Deming discusses an example call spread designed to capture further upside while limiting risk if the move stalls.

KPMG Senior Economist Ken Kim explains how a recent jobs report, despite missing estimates, still paints a complex picture of the U.S. labor market. He dissects the impact of immigration on employment figures and wage growth in specific sectors. Kim also weighs in on the implications for inflation and the Federal Reserve's potential actions, particularly concerning the risk of a stagflationary...

Concerns about AI and tech heading into earnings season appear overblown, according to Paul Stanley of Arca. He says demand for compute remains strong, leaving Nvidia (NVDA) and Broadcom (AVGO) with room to run, while new opportunities emerge in companies applying AI to new uses. Stanley also says July’s jobs report reduces the likelihood of another Fed rate hike, which could provide another tailw...

Stocks are higher Friday despite the U.S. losing jobs in July, as slowing average hourly wage growth and a drop in the unemployment rate to 4.1% offered potentially encouraging signs for the Fed’s inflation fight. Kevin Hincks breaks down the jobs report, the latest headlines from Iran, Airbnb (ABNB) surging after earnings, and The Trade Desk (TTD) plunging following disappointing quarterly result...

Despite clearing federal scrutiny, the proposed merger between Paramount Skydance (PSKY) and Warner Bros. Discovery (WBD) still faces challenges from state regulators. Bryan Sullivan of Early Sullivan Wright Gizer & McRae says the case could hinge on expert testimony over whether the combined company would have too much pricing power. He says a narrower definition of the competitive market cou...

Strong earnings continue to show resilience in the economy despite persistent market concerns, according to Glenn Dorsey of Clark Capital. He says the broadening rally beyond the Magnificent Seven has helped limit major drawdowns in 2026. Dorsey also argues that one or two Federal Reserve rate hikes could ultimately be positive as rates normalize, while concerns about inflation may be overstated.

It was a down day for equities after hitting all-time highs earlier in the week. Sam Vadas profiles a few earnings movers including Western Digital (WDC), DataDog (DDOG) and Cloudflare (NET). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.app...

Marley Kayden looks at the rise in Gold prices, hovering near 2-month highs, ahead of July's jobs report. She also has her eye on Fox (FOXA) pushing back on NFL broadcast rights negotiations. Meanwhile, Sam Vadas looks at the Wall Street Journal's report profiling President Trump's phone call frequency to Fed Chair Warsh. Both underscore tomorrow's labor market data as a key market...

Matt Maley highlights Airbnb's (ABNB) strong earnings and guidance as evidence of healthy consumer spending and travel demand. He also points to weakness in MU, AVGO, TXN, INTC and TSM, plus mixed performance from AMZN, MSFT, META and AAPL, as potential warning signs for the broader market. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to th...

Jed Ellerbroek discusses how long-term investors can look past rising single-stock volatility and focus on the broader opportunities created by the AI infrastructure buildout. He highlights beneficiaries ranging from Nvidia (NVDA) and United Rentals (URI) to alternative asset managers Apollo Global Management (APO), Blackstone (BX) and Carlyle Group (CG), arguing that strong returns on AI investme...

Trinity Capital CEO Kyle Brown discusses the firm's record quarter, driven by strong activity in AI, space and frontier technology markets. He highlights growing demand for AI infrastructure financing, including GPUs and power equipment, while pointing to attractive investment opportunities in the lower middle market amid reduced competition and ongoing refinancing activity. ======== Schwab Ne...

Adam Lynch joins The Watch List to break down the current performance trends for major crypto products including Bitcoin (/BTC) and Ethereum (/ETH). He admits the legislative efforts for the CLARITY Act are "pretty much dead" and adds that additional crypto ETFs might act as the next catalyst for the overall group. On reports that the Fed will consider a rate hike next month, Adam says r...

Nicholas Lumpp, President of RCN Wealth Advisors, discusses how the shift from active management to passive index investing may be amplifying market volatility. He explains why systematic trend-following strategies, including the Pareto Strategic Allocation ETF (PRTO), can help reduce downside risk while preserving long-term upside potential. ======== Schwab Network ======== Empowering every inves...

Profitability on CashApp is one contributing reason behind Block's (XYZ) latest earnings, says Tony Zipparo. Shares of XYZ touched a new 52-week high after reporting a top-and-bottom line beat. Tony dissects the company's payment processing business and compares it to peers like Affirm (AFRM). He also addresses Block's holdings of Bitcoin (/BTC) and what it means for the underlying bus...