Schwab Network

"We've seen a strong shift in company selling compute versus buying compute," says Noah Kann. He points out Alphabet (GOOGL) signaling negative free cash flow in earnings and its following stock sell-off as an example. Noah says it's all about the race to create the first "true" AI model that will generate phenomenal profits. Nvidia (NVDA) and several financial firms se...

LikeFolio's Andy Swan analyzes AppLovin (APP) after earnings, highlighting a shift in advertiser spending toward closed platforms like Meta Platforms (META) and Reddit (RDDT). He discusses AppLovin’s traffic trends, competition with The Trade Desk (TTD), and why the company needs to rebuild trust with advertisers and investors. ======== Schwab Network ======== Empowering every investor and tra...

Despite beating earnings and revenue estimates and raising guidance, Cisco (CSCO) traded lower as investors focused on gross margin pressure. Melissa Otto discusses Cisco’s strength in networking, security, and AI. Paul McCarthy highlights the company’s growing hyperscaler AI business, expanding customer base, and competitive position against other giants like Nvidia (NVDA) and Dell Technologies (...

Brannin McBee, co-founder and CDO of CoreWeave (CRWV), talks about the company is "second to none" in the AI space after the stock rallied strong on earnings. He addresses how CoreWeave sets up contracts and utilizes its backlog while juggling energy needs and pushback from some public groups. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscr...

Stocks that saw recent pressure across several industries is the theme Mike Shorr focuses on in today's Big 3. He explains why he sees opportunity in Sea Limited (SE), Zillow (Z), and Vertiv (VRT). Mike backs his takes with example options trades while Rick Ducat offers insight into key support and resistance levels in the stock charts. ======== Schwab Network ======== Empowering every investo...

Options Play's Tony Zhang believes the current market environment is very favorable for forward momentum. In the energy sector, he argues you can "throw a dart at the dart board" and see upside, though he points to Exxon Mobil (XOM) for his example options trade. Turning to tech, Tony considers Oracle (ORCL) a strong trading opportunity after CoreWeave (CRWV) and Nebius (NBIS) soared...

Cisco (CSCO) sold off on earnings despite top and bottom line beats. Alex Coffey says the selling action is due to skepticism on how long the legacy tech firm can continue AI growth. He takes investors through the key metrics in the report. Joe Tigay offers an example options trade for Cisco. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve r...

Andrew Wang believes JD.com's (JD) AI growth remains solid from its latest earnings but still faces consumer-centric headwinds. When it comes to related names, Andrew has his eyes on Alibaba's (BABA) cloud growth and Baidu's (BIDU) "interesting" set-up into its report. He explains why the trio of earnings are important to keep in mind when looking at the global tech trade. To...

PPI continued the trend CPI by signaling inflation is cooling. Charles Schwab's Kevin Gordon expects the Fed to hold interest rates in its next meeting with current data in mind. He adds that equities have opportunity to rally even in the face of a hawkish Fed, so long as other economic indicators stay strong. Jim Ferraioli doesn't expect many macro movers to impact Bitcoin and other crypt...

MoneyFlows.com's Alec Young breaks down Thursday's "everything rally," highlighting the expanding breadth of the market as technology, cyclicals and rate-sensitive sectors push stocks to new highs. He discusses how strong tech earnings, helped by the reignited leadership of the Mag 7, add muscle to the rise in equities. ======== Schwab Network ======== Empowering every investor a...

Mario Tufano explains why small-cap stocks could be poised for a long period of outperformance, supported by strong earnings growth and infrastructure spending tied to the AI boom. He highlights investment opportunities in National Fuel Gas (NFG), Sally Beauty Holdings (SBH) and Terex (TEX), outlining the valuation and growth drivers behind each name. ======== Schwab Network ======== Empowering ev...

Coach is "carrying the company" while Kate Spade sales decline, says Diane King Hall, who takes investors through Tapestry (TPR) earnings as shares sell off. Elsewhere in retail, Five Below (FIVE) rallied after Jefferies upgraded the stock. Diane turns to the streaming space and discusses Pershing Square's new stake in Netflix (NFLX). ======== Schwab Network ======== Empowering every...

David Trainer believes investors are in for "a rough fall" and sees high-beta stocks taking a plunge as valuations continue to run higher in the stock market. He adds that the OpenAI and Anthropic IPOs will add pressure to growth projections. David also highlights what he considers red flags in SpaceX's (SPCX) stock, from the small share float to Elon Musk's firm control of the c...

More reprieve for investors worried about inflation hit the tape Thursday morning when PPI came in cooler than expected. Kevin Hincks takes a deep dive into the report and points to key metrics signaling that inflation is cooling and lowering the chances for an interest rate hike from the Fed. He walks investors through his expectations for the Fed and the direction of rates long-term as jobless c...

Applied Materials (AMAT) has outperformed the VanEck Semiconductor ETF (SMH) over the last 12 months, says Rick Ducat, who compares the stock's quiet rise to other high-flying AI peers. He points to recent consolidation as something to watch as the company report earnings after Thursday's close. Rick turns to an example options trade for Applied Materials. ======== Schwab Network ========...

From companies generating goodwill among investors to earnings takeaways, Greg Portell broadens out his view on the current market environment and why some investors remain on the sidelines despite signs of growth. Greg says the key issue comes from brands needing to rebuild trust with consumers. He urges investors pay attention to the "story" corporations are trying to tell and watch fo...

Tiffany McGhee believes markets are currently in a good spot with earnings strength and policy changes offering reprieve from volatility. She likes the AI "picks and shovels" stocks she sees offering real returns from CapEx. Microsoft (MSFT) is one name Tiffany points to as Azure cloud growth shows no sign of slowing down. She also considers Caterpillar (CAT) and Schneider Electric stron...

Charles Schwab's Ben Watson offers technical analysis of Akamai (AKAM) as the stock struggles to move back to all-time highs it hit in May. However, he points to growing support forming at current levels and zooms out to the one-year chart to show where he sees bulls finding their footing. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the...

As investors continue to digest Wednesday's CPI print, Thursday's PPI will show whether the trend the former set will continue. Tom White offers his takeaways from the CPI print and ways PPI will confirm or push back the inflation cooling narrative. He turns to earnings movers in Cisco (CSCO) as the stock pulls back on a stronger-than-expected report. Cerebras (CBRS) sold off sharply after...

Tech's back in favor Wednesday with Super Micro (SMCI), CoreWeave (CRWV), and Nebius (NBIS) all signaling continuing strength in the AI trade. Sam Vadas takes investors through the key metrics behind the reports. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the i...

Sam Vadas takes investors through her top takeaways of the session by focusing on international movers, from record profits in the Norway Sovereign Wealth Fund to Tencent's post-earning sell-off. ======== 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...

Aeluma (ALMU) CEO Jonathan Klamkin discusses the company's compound semiconductor technology and its role in supporting the AI data center buildout. He explains how Aeluma manufactures components such as lasers and photodetectors on silicon substrates, helping address supply chain challenges. Klamkin also highlights the technology's potential impact on U.S. manufacturing and national secur...

Root Inc. (ROOT) CEO Alex Timm discusses the company's profitable quarter, strong growth and expanding national footprint. He explains how Root's AI-driven underwriting and claims data help deliver more accurate pricing and create a competitive advantage. Timm also highlights the company's embedded insurance strategy, industry partnerships and the evolving role of AI in how consumers s...

Charles Schwab's Adam Lynch returns to this week's Crypto Corner to address what the July CPI report means for cryptocurrencies. He dials back on his previous comment that the "Clarity Act is pretty much dead" as rumblings in Congress start to signal otherwise. Adam then turns to his latest technical analysis on Bitcoin and Ethereum. ======== Schwab Network ======== Empowering ev...

Ali Meli examines the latest CPI report and explains why markets remain skeptical of the Fed's inflation-fighting efforts. He discusses rising yields, the Fed's balance sheet strategy and the outlook for inflation. Meli also breaks down Nvidia's (NVDA) residual value guarantee program and how it could make AI infrastructure more accessible to customers. ======== Schwab Network ========...