Schwab Network

Marley Kayden points to "Merger Monday" headlines in the biotech space as AstraZeneca (AZN) and Bristol Myers Squibb (BMY) could reportedly merge into a mega-company worth more than $400B. Sam Vadas looks overseas at the joint U.S.-Japan intervention on the yen currency. For tomorrow, Marley has her eyes on SpaceX (SPCX) earnings and Sam circles macro-data on her calendar including JOLTS...

Coinflow's Daniel Lev joins Market on Close to discuss stablecoin use in today's market. He notes the evolution of products and integration into the "plumbing" for major payment companies like Visa, Mastercard and Stripe. Daniel explains the time-save that stablecoins provide for the financial services industry and notes the increased adoption trends underway. ======== Schwab Net...

Palantir (PLTR) shares immediately popped following a top and bottom line earnings beat. The AI software company eclipsed operating profit estimates by over $100m and notched its first adj. operating profit north of $1B as a publicly traded company. Alex Coffey joined Marley Kayden and Sam Vadas to break down all of the figures for Palantir and Onsemi (ON). ======== Schwab Network ======== Empower...

Liz Bell says a low supply of residential homes, the cost to sell them and owners holding on to lower mortgage rates seen during the COVID-19 pandemic are all weighing on the housing market. On the commercial real estate side, she says investors need to be very selective and still sees opportunities in the space. Liz is "very bullish" on the AI data center segment of real estate as well,...

Brian Moody joins Sam Vadas and Marley Kayden to discuss the auto industry, including the latest efforts to help EV buyers curb costs after last year's expiration of the federal EV tax credit. He does see hybrid vehicles as a current winner, pointing to Toyota as a leader in the space. Brian sees consumers wanting to save money at the pump and explains why hybrid cars are big sellers right now...

GraniteShares CEO, Will Rhind, discusses how companies with compelling AI strategies are being rewarded this earnings season, highlighting Microsoft (MSFT) and Amazon (AMZN) while noting increased scrutiny on Apple (AAPL). He also examines potential selling pressure on SpaceX as its lock-up period expires and explains how future IPOs from AI leaders like OpenAI and Anthropic could challenge curren...

Raul Shah, CEO of DocShah Financial, analyzes the potential Wall Street implications of the FDA’s impending decision on peptide regulation, takes a closer look at how Hims & Hers could benefit from approval and shares his health care sector insights. Raul also explains why he still believes in UnitedHealth and why he’ll always be a value investor. ======== Schwab Network ======== Empowering ev...

Rashaun Williams discusses his journey from Chicago’s South Side to Wall Street, venture capital and Shark Tank. He explains how he developed his early investment strategy, what failed investments taught him and how appearing on Shark Tank changed his life and investment career. Williams also examines the evolution of his relationship with Mark Cuban, what attracted him to investing in professiona...

Direxion launched new defined income boost ETFs with ties to 6 big stocks: Nvidia (NVDA), Tesla (TSLA), Alphabet (GOOGL), Meta Platforms (META), Palantir (PLTR) and Micron (MU). Bilal Little explains his firm's approach and joins Nicole Petallides at the NYSE. Later, he discusses the big swings taking place amongst the largest companies as a potential indicator to watch for volatility. =======...

Susan Spence discusses the latest surge in U.S. manufacturing activity, with the PMI reaching its highest level since May 2022. She highlights the employment index moving above 50 for the first time in 33 months, signaling growing confidence among manufacturers as order flow and production improve despite ongoing geopolitical and policy risks. ======== Schwab Network ======== Empowering every inve...

Shay Boloor joins Nicole Petallides to discuss Palantir's (PLTR) role within the AI space, saying it might have lost its mantle position as competition expands. He believes the stock is dislocated due to margin compression, but notes incredible scalability over the past year as the company expects to post its first ever $1B quarterly profit. Shay adds that Palantir's U.S. commercial revenu...

Ben Watson checks in to Next Gen Investing to provide his takeaways from Marriott's (MAR) post-earnings sell-off. He's looking at the company's RevPAR (or Revenue per available room) as a key indicator to track. Marriott missed revenue expectations and noted RevPAR drops overseas. Later, Ben takes a look at the MAR chart to provide possible technical areas to watch out for in the days...

Boeing (BA) shares take flight after a double upgrade from BNP Paribas while eBay (EBAY) fades following a downgrade from Wells Fargo. Jenny Horne and Alex Coffey take a look at the Big Board to break down the fundamental picture behind both stocks heading in opposite directions in midday trading. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

LikeFolio's Landon Swan explains why Palantir (PLTR) stands apart from traditional software companies, combining consulting services with SaaS-like margins. He highlights strong demand from government and commercial customers, growing adoption through Palantir’s AI boot camps, and the company's unique ontology layer as a key competitive advantage despite its premium valuation. ======== Sch...

Joseph Deyonker and Stephen Sopko discuss the semiconductor sector amidst summer weakness and headline anxiety around AI capex spending. Stephen says his team is not seeing any slowdown in production and calls a recent pullback a "penalty for good behavior" with news raising expectations each cycle. Joseph says companies are adjusting to a new deployment phase as more capital pushes to i...

Cash flow versus burn is something Bill Drolet will be closely watching in regards to SpaceX (SPCX) as the company reports its first earnings as a public company. He thinks investors might have been giving the company a bit of an "Elon Musk halo" as SpaceX finds its footing amongst traders. The lockup for SPCX shares ends this week as well, something Bill says will have a "big impac...

Arm Holdings (ARM), Rush Street Interactive (RSI) and UnitedHealth (UNH) are today's trio of charts and trades. Mike Shorr provides his fundamental analysis on the stocks and demonstrates example options strategies for each. Later, Rick Ducat dissects the technical patterns forming on the charts. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options i...

Jonathan Sakraida of CFRA Research explains why Caterpillar (CAT) has become a beneficiary of the AI buildout, driven by data center construction, copper demand, and a record $63 billion backlog. Charles Schwab's Ben Watson discusses a bullish options strategy for traders looking to capitalize on Caterpillar's upcoming earnings report. ======== Schwab Network ======== Empowering every inve...

Josh Stevens discusses the market's shift away from hyperscaler earnings and the AI trade toward the traditional economy, with JOLTS and payrolls data taking center stage this week. He explains why stocks lacking earnings momentum could face greater downside risk and argues the next phase of the bull market will depend more on the broader S&P 500 than the Mag 7. ======== Schwab Network ===...

Michelle Gibley walks investors and traders through the U.S. Treasury's decision to intervene with a declining Yen. This marks the first coordinated currency intervention between the U.S. and Japan since 1998. Later, Michelle discusses volatility and deleveraging trends taking place across the globe in response to possible A.I. capex concerns. ======== Schwab Network ======== Empowering every...

Palantir (PLTR) earnings are set to report after Monday's close. Marley Kayden previews the AI software company's 2Q estimated figures and highlights potential points investors will be looking for in the report. Later, Charles Moon maps out an example trading strategy for PLTR utilizing a strangle trade. He says there are "pent up expectations" for this stock, so while he expects...

Brandon Pizzurro, GuideStone CIO, discusses concerns around Fed credibility and how a less transparent Fed is forcing markets to adjust. He also explains why stability in the AI trade is critical and highlights opportunities in small-cap stocks and fixed income as investors look beyond a concentrated market rally. ======== Schwab Network ======== Empowering every investor and trader, every market...

Joe Tigay sees volatility impacting single stocks much more than the broader market. He points to a healthy rotation underway entering the "dog days of summer" and chimes in on current market performance to begin the month of August. Joe goes under the hood on the AI capex narrative as it impacts semiconductor names like Nvidia (NVDA) all the way to construction names like Caterpillar (C...

GameStop (GME) investors might need a walk-through tutorial after hearing about the company's latest debt deals sending shares down. Meanwhile, Marriott (MAR) earning give the latest glimpse at hotel & leisure trends. And, Alibaba (BABA) pops after a new AI model release. Diane King Hall and Nicole Petallides open up the trading day from the NYSE. ======== Schwab Network ======== Empowerin...

Vance Howard sees a "strong, healthy market" despite some sloppiness around its performance amidst the Iran-U.S. war. He doesn't think the AI trade is over, rather labeling it a "reset" and still in the beginning phases with "a lot more to come" impacting several industries like real estate, construction and water prices. Among Vance's stock picks: Amgen (AMGN...