Schwab Network

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...

American Superconductor (AMSC) CEO Daniel McGahn discusses the company's record revenue and bookings growth, highlighted by a $25 million mining project order, the largest in its history. He explains how rising demand across power, industrial and data center markets is creating new opportunities for the company's energy infrastructure solutions. ======== Schwab Network ======== Empowering...

Josh Taves maintains a bullish outlook for SpaceX (SPCX) pointing to its AI compute business as a huge factor. He mentions the leasing out of its Colossus servers to companies like Anthropic as one revenue stream to watch. On the potential for a Tesla (TSLA) merger, he goes a step further saying Elon Musk would essentially become "President of Earth" with so many key tech segments under...

Jeffrey Small discusses the macroeconomic outlook ahead of the jobs report, arguing that strong AI spending is being overshadowed by stretched valuations and higher rates. He highlights opportunities in long-term capital spending trends and cash-generating financials, pointing to Nvidia (NVDA), GE Aerospace (GE) and JPMorgan Chase (JPM) as names positioned to benefit. ======== Schwab Network =====...

Andy Swan of LikeFolio previews Airbnb's (ABNB) earnings, pointing to strong consumer demand, travel trends and continued strength across the travel sector. He also discusses growing competition from traditional hotels, potential host liquidity concerns and whether recent growth is already reflected in the stock price. ======== Schwab Network ======== Empowering every investor and trader, ever...

Rob Thummel says the move from training to inference will increase the demand for memory. Notable memory stocks Sandisk (SNDK) and Western Digital (WDC) are under pressure following their latest earnings prints. Ryan Shrout says the industry overall is undersupplied. He adds the forward p/e ratio for SNDK is still trading at a discount to the broader market, marking a "compelling investment o...

Dan Deming has his eyes on major players in the industrial, financial and defense sectors for today's Big 3 trades. First on his list, Honeywell (HON) where he maps out a call butterfly strategy looking to capture a breakout above $250. Next, Bank of America (BAC) where he illustrates a risk reversal trade trying to get put into the stock at a better level. Lastly, Dan looks to collect some pr...

Elanco Animal Health (ELAN) CEO Jeff Simmons discusses the company's strong execution, highlighting market share gains, innovation, and cash generation as key growth drivers. He explains how the successful Bayer Animal Health integration has strengthened Elanco's position in pet and farm animal health, while the resilience of pet spending continues to support future growth. ======== Schwab...

Tony Zabiegala of Strategic Wealth Partners explains why expanding market leadership and strong earnings growth support the ongoing bull market, even as investors prepare for potential volatility tied to Fed policy, elections, and geopolitics. He also discusses Strategic Wealth Partners' bullish outlook on uranium producer Cameco (CCJ), arguing that surging AI-driven power demand could create...

CFRA's Zach Warring joins Morning Trade Live to look at the state of sports wagering companies like DraftKings (DKNG) and Flutter Entertainment (FLUT). The biggest headwind in his mind: Prediction markets like Kalshi and Polymarket eating into their business. Zach says the companies are trying to get into the prediction space, but it could be costly. Later, Tom White illustrates an example opt...

Shares of Applovin (APP) dropped sharply after the company missed revenue estimates, something executives claimed was a result of bad timing. Marley Kayden recaps the conference call and dives into the earnings figures that stood out to investors, while examining the analyst reaction to APP's drop including a downgrade from Wells Fargo. Later, Joe Tigay discusses an example trade for APP. ====...

Mike Townsend provides his D.C. insights on Fed Chair Kevin Warsh's relationship with President Trump and what it means for the current rate cycle. Later, he addresses the "healthy skepticism" investors have over a perceived deal to reopen the Strait of Hormuz, saying consumers "just want to see gas prices come down." Mike also touches on the long checklist facing the U.S....

Ahmed Riesgo, CIO at Insigneo, explains why strong corporate earnings and a resilient U.S. economy support further gains for stocks despite expected third-quarter volatility. He discusses the Fed's rate outlook, the potential for S&P 500 (SPX) multiple expansion, the yen carry trade, and how falling AI costs could create both winners and losers across the market. ======== Schwab Network ==...

Christopher Zook puts the AI trade in focus, breaking down those that spend versus those that earn using companies such as Meta Platforms (META) and Palantir (PLTR) to assess the different ways AI impacts these businesses. Christopher maps out his bullish outlook for alternative assets and the space industry. Among his stock picks: Palantir (PLTR), Cerebras (CBRS), X-Energy (XE), York Space (YSS)....

Sam Vadas and Nicole Petallides jump right into a trio of earnings movers following Thursday's opening bell. First up, DataDog (DDOG) dropping after earnings failed to impress investors. Next, Applovin (APP) missed on revenue and shares dipped. Finally, a double miss for Celsius (CELH) something Sam believes could be a "significant margin compression story." ======== Schwab Network =...

Phil Rosen explains why the equal-weight S&P 500's (SPX) outperformance points to a broadening bull market, even as stocks like Apple (AAPL) and Western Digital (WDC) see individual volatility. He also discusses rising AI investment from Amazon (AMZN), Microsoft (MSFT), and Alphabet (GOOGL), and highlights Eli Lilly (LLY) as a top biotech pick with trillion-dollar potential. ======== Schwa...

Kevin Hincks starts his day by looking at weakness in the Nasdaq-100 (NDX) pointing to the steep selling in memory stocks like Western Digital (WDC) and SanDisk (SNDK). He discusses the expectations from Wall Street versus the reality of earnings reports and what it all means for stock price activity moving forward. Later, he and Nicole Petallides discuss several headlines impacting today's tr...

Airbnb (ABNB) reports earnings after Thursday's close, so Rick Ducat jumps to the chart screen to show how it stacks up against competitors like Expedia (EXPE). He looks at the uptrend in shares taking place as well as technical indicators to note prior to the earnings release. Later, Rick demonstrates an example options trade using an Iron Condor strategy. ======== Schwab Network ======== Emp...

Joining from the NYSE set, Trex (TREX) CEO Adam Zambanini describes his company's acceleration of expansion in Arkansas, their latest earnings report and the reasons why consumers prefer composite decking to traditional wood. Adam reveals more about his company's distribution network and national reach, with growing demand from the Sun Belt region. ======== Schwab Network ======== Empowering every...