Schwab Network

Charles Schwab's Kevin Horner examines the S&P 500's sideways action and explains why it remains a bullish signal near all-time highs. He highlights key moving averages investors should watch and discusses the technical trends in AXT Inc. (AXTI). Horner also breaks down Tesla's (TSLA) bearish setup, pointing to weak momentum, low-volume gains and a potential bear flag pattern. ====...

State Street's Matt Bartolini discusses the new Trump account program and its potential impact on ETF adoption. He explains why the SPDR Portfolio S&P 500 ETF (SPYM) was selected as the default investment and how the program could help drive long-term growth across the ETF industry. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Ma...

David Doyle and Brian Jacobsen discuss the latest CPI report and what it means for the Fed. They break down the report's mixed signals and the uncertain path for interest rates. The two also examine slowing labor market trends, energy prices, rent stabilization, and how consumer inflation fatigue could influence the inflation outlook. ======== Schwab Network ======== Empowering every investor...

Paul Meeks of Freedom Capital Markets says he has the lowest price target on the Street for Cerebras (CBRS) at $209, well below the stock's current price into Wednesday's earnings. He remains skeptical on the stock's growth story as he sees difficulty ahead to maintain profits. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Mar...

Ron Westfall of HyperFRAME Research discusses Cisco (CSCO) as a key beneficiary of AI infrastructure spending. He highlights growing demand for Cisco’s AI data centers from hyperscalers and enterprise customers. Westfall also explains how Cisco’s networking and security businesses, strengthened by its Splunk acquisition, could benefit from an AI-driven enterprise upgrade cycle. ======== Schwab Net...

LikeFolio's Andy Swan analyzes Yeti Holdings (YETI) through the lens of consumer sentiment data, highlighting continued strong demand for the brand's products. He discusses how tariffs, rising competition and inflationary pressures could weigh on margins, while cautioning that the stock's recent rally may have already priced in much of the positive outlook. ======== Schwab Network ====...

"It's an inflection quarter" for CoreWeave (CRWV), says Mark Gibbens, who highlights the neocloud company's revenue growth and backlog as bullish indicators. Mark adds that a partnership with Nvidia (NVDA) adds to future prospects. Todd Stankiewicz says the earnings show AI demand isn't going anywhere but CoreWeave faces a key challenge in delivering that demand through debt...

TheoTrade's Don Kaufman remains bearish on Caterpillar (CAT) even after the stock slipped from its recent all-time highs, as well as Intel (INTC) as it experiences similar price action. However, he offers a bullish take on Starbucks (SBUX). Don offers example options trades for all of his picks while Rick Ducat offers technical analysis of the stock charts. ======== Schwab Network ======== Emp...

National Vision Holdings (EYE) CEO, Alex Wilkes, discusses the company's strong second-quarter results, which topped revenue and earnings expectations and prompted the company to raise its full-year guidance. He highlights exceptional profitability growth despite near-term pressure from an e-commerce transformation and explains why smart eyewear could become a meaningful growth driver for the...

Eddie Ghabour is surprised the 10-year yield has not moved much and believes the Fed still has a long road ahead even though CPI shows inflation moving in the right direction. He expects Fed Chair Kevin Warsh to signal tightening at Jackson Hole at the end of August. In equities, Eddie points to a steady rise in the S&P 500 Equal Weight as a clear sign the market environment remains healthy. H...

CAVA (CAVA) shares rallied over 10% Wednesday morning after posting an earnings beat that wowed Wall Street. Investopedia's Caleb Silver explains why the report is so significant and the trends it suggests are ahead for the restaurant industry. He turns to what he calls a much different story for Brinker (EAT) even though its Chili's restaurant chain continues to outperform. Tom White offe...

Alex Coffey discusses CoreWeave's (CRWV) latest earnings which showed revenue doubling year-over-year and a backlog that grew to over $100 billion. However, as Alex explains, not all analysts are turning bullish on the report. Prosper Trading Academy's Scott Bauer offers an example options trade for CoreWeave. ======== Schwab Network ======== Empowering every investor and trader, every mar...

Charles Schwab's Nathan Peterson sees the U.S.-Iran war as the next key road bump after CPI cleared the bar and lowered inflation woes. He expects crude oil to hover between $75 and $90 so long as tensions between the countries don't escalate further. When it comes to the tech trade, Nate has his eye on the PHLX Semiconductor Index (SOX) as AI chips rebound from last month's lows. ====...

Earnings and productivity improvements will continue to add muscle to the stock market, says Nancy Tengler. She explains how AI is creating an "economy in transition" that's causing some employment displacement but will ultimately lead to a stronger job market. Nancy expects deceleration of earnings growth following two stronger-than-expected quarters, though "we're not slow...

CAVA (CAVA) CFO Tricia Tolivar discusses the company's latest quarter, highlighting 9% same-restaurant sales growth and increased customer traffic. She explains CAVA's value-focused pricing strategy, expansion into new markets including Ohio, Indiana, Las Vegas and Northern California, and the company's goal of reaching 1,000 restaurants by 2032, while also addressing talent developmen...

It's not just CoreWeave (CRWV) generating buzz in the neocloud space. Diane King Hall discusses earnings from Nebius (NBIS) and its more than 400% year-over-year revenue surge. Lumentum added to tech strength with its earnings beat, as did H&R Block (HRB) with its beat and raise. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Marke...

Andrew Krei of Crescent Grove Advisors breaks down the latest CPI report, highlighting slowing core and super core services inflation and what it could mean for the Fed's next move. He also discusses the 10-year treasury yield, opportunities in short-duration fixed income, and why investors may want to look to Europe and Japan to diversify beyond AI-driven market concentration. ======== Schwab...

CPI hit in-line with Wall Street estimates, though Kevin Hincks says there's more to watch underneath the key headline numbers. He guides investors through the print and the market's breath of relief as stocks move higher. Kevin adds that expectations for Fed interest rate hikes "should come down" with signs of inflation cooling. However, crude oil remains a key point of interest...

Cisco (CSCO) shares have consolidated in a range near all-time highs since the company's previous earnings. Can Wednesday's report send the stock even higher? Rick Ducat adds perspective by highlighting key support and resistance levels for investors to keep in mind and offers an example options trade for the legacy tech firm. ======== Schwab Network ======== Empowering every investor and...

Cardinal Health (CAH) CFO Aaron Alt joins Morning Movers to discuss his company's earnings, which includes a reaffirmation of guidance and margin expansion. He also elaborates on Cardinal's recent acquisitions and ways it expands future earnings prospects. Aaron touches on the revenue miss as one that isn't significant, saying the company's many business arms add enough muscle to e...

Joanne Bianco offers her expectations on CPI just ahead of the print's release. She sees CPI as a critical metric for a Fed very reliant on the direction of inflation. Joanne outlines her thoughts on the direction of interest rates whether the print comes in muted or well-above or below expectations. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subsc...

On Holding (ONON) shares stepped down to 52-week lows on Tuesday after its earnings underwhelmed the Street. Rachel Dashiell of Charles Schwab examines the key support and resistance levels to gauge where bulls can find their footing and make a sprint back toward yearly highs. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute ne...

Bob Lang believes people are experiencing FOMO as stocks continue to show strength near record highs. He points to significant call-buying activity in Big Tech options like Palantir (PLTR), Nvidia (NVDA), and Microsoft (MSFT) as key indicators risk appetite is not fading. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslet...

Inflation is back on investors' radars with CPI hitting the wire to start Wednesday's trading session. Tom White tells investors to have their heads on a swivel as Wall Street digests the print, from crude oil to equities moving near all-time highs. CoreWeave (CRWV) is also catching lots of attention with its revenue surge and stock rally. ======== Schwab Network ======== Empowering every...

Nvidia (NVDA) makes a half-trillion-dollar financing plan for AI infrastructure. On Holding (ONON) sees its worst one-day sell-off on record. Apollo Global Management (APO) takes a stake in one of baseball's biggest teams. Marley Kayden discusses the top stories from Tuesday's trading session. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscrib...