Schwab Network

Nvidia (NVDA) is showing a "pretty decent set-up" heading into its earnings report, says Kevin Green. He will focus on data center revenue and how hyperscaler CapEx spend factors into guidance. On the general semiconductor space, KG shows how Nvidia's report can break support or shatter resistance in a channel the group formed. In commodities, he notes the downside pressure crude oil...

Kevin Hincks from the Cboe Global Markets says Nvidia (NVDA) will not only have ripple effects on dozens of other stocks but on the overall market. He cites CEO Jensen Huang's unwavering guidance and support for the strength in AI growth. Kevin expects "video game numbers" for Nvidia's report and wants to hear more about its Blackwell chip. On the macro front, he's anticipating more revelations on...

Paul Meeks previews Nvidia (NVDA) earnings and what to watch for in the earnings call afterwards. He expects accelerating revenue growth into next year and says Nvidia is a “value buy” based on its multiple vs expected earnings growth. If it moves down after earnings, he would buy it “with both hands.” He also likes names like CoreWeave (CRWV), Nebius (NBIS), AMD (AMD), Dell (DELL), and more. ====...

Alex Coffey takes investors through Wednesday morning's market movers before Nvidia (NVDA) dominates discussions. He talks about the earnings beat and 2026 EPS guidance raise boosting TJX Companies (TJX). Williams-Sonoma (WSM) shares slid even though it posted a profit increase amid tariff woes. Alex later notes the upgrade from Jefferies on DoorDash (DASH) even though the firm sees headwinds...

Rick Ducat identifies the technical trends for traders to pay attention to ahead of Palo Alto Networks (PANW) earnings. Shares of the cybersecurity company have pulled back about 10% from all-time highs reached last month. Rick explains the current levels of support and resistance headed into the report. Later, Tom White illustrates a call calendar strategy. In his example options trade, he explai...

McGraw Hill (MH) CEO Simon Allen discusses how the company leveraged A.I. to achieve strong 2Q results and increase market share, particularly in higher education. He explains how McGraw Hill's A.I. tools create personalized learning experiences for students and help teachers guide them more effectively. Simon highlights the success of AI-powered solutions like the writing assistant and teache...

Melissa Otto joins Morning Movers to preview Nvidia (NVDA) earnings, calling in from Singapore to provide her international perspective. She is more interested in the company's guidance and commentary on Blackwell, including the demand and total addressable market. Melissa also expects to hear more about the margin guidance for its data center segment, as Street estimates have it pegged above...

Walmart (WMT) reports earnings ahead of Thursday's open as the company prepares for a CEO transition early next year. Rachel Dashiell dissects the technical conditions taking shape on the chart. On the 90-day chart, she identifies a possible head and shoulders pattern taking place with a neckline around $100. On the 1-year chart, Rachel points to the uptrend since its April-lows but underlines...

Kevin Green and Diane King Hall kickstart the market coverage ahead of a highly anticipated Nvidia (NVDA) earnings report before discussing developments on the Fed Chair search. On the equity front, Constellation Energy (CEG) is on the move following a $1B loan from the U.S. government to restart Three Mile Island. Then, KG chimes in on Lowe's (LOW) earnings and the home improvement company&#3...

The S&P 500 (SPX) managed to hold its 200-day SMA, though Charles Schwab's Kevin Horner says the price action ahead will depend on how Nvidia (NVDA) moves after Wednesday's earnings. Turning to another Mag 7 stock in Microsoft (MSFT), he's concerned with a double top that signals an avalanche to $446 if current levels can't hold. On Best Buy (BBY), Kevin talks about the technic...

“I really believe in Amazon,” says Ben Sturgill, citing its forecast for AWS growth. He encourages investors to buy the dip on tech giants, anticipating AMZN to climb to $300/share next year. He calls Nvidia (NVDA) the “core of the future of computing.” Ben has a $385 price target on Alphabet (GOOGL), noting Berkshire Hathaway’s (BRK/B) increased stake. He thinks Tesla (TSLA) can hit $1,000 in the...

Rare earth stocks are rallying Tuesday, and Jonathan Rowntree, CEO of Niron Magnetics, discusses China’s latest restrictions and the overall industry. Niron Magnetics creates permanent magnets that work without the need for any rare earths. He believes China’s restrictions are part of a long-term strategy to maintain dominance on pricing, with ripple effects hitting tons of sectors. He explains su...

Before Nvidia (NVDA) dominates any and all market discussions on Wednesday, Marley Kayden and Sam Vadas recap some of the stories that didn't get as much attention on Tuesday. They show how OpenAI's reach continues to expand with a new Intuit (INTU) partnership and the rally in rare earths following steep selling action. ======== Schwab Network ======== Empowering every investor and trader...

Recent market volatility is all about uncertainty, says Bob Lang with Explosive Options. One piece of clarity can come from Nvidia's (NVDA) earnings on Wednesday. Bob explains how SoftBank's offloading of the Mag 7 company's stock is something retail investors should note, adding that markets likely won't be happy with the earnings even if Nvidia posts blockbuster numbers. ========...

Talley Leger digs into the small-cap sector as investors look to avoid concentration risk in big tech. He identifies five catalysts for small-caps and thinks earnings could give them a rebound. He sees a “good argument” for rates to continue lower, calling the bond market the “tail that’s wagging the dog.” Talley covers the broadening of the tech sector and believes now is the time for investors t...

To understand market weakness, Chris Whalen says investors need to be paying attention to the Fed’s balance sheet and U.S. Treasury moves. He notes that the Treasury has been “sucking cash” out of the market. Combining that with a shrinking Fed balance sheet has “contributed to what we’re seeing in stocks.” He touches on difficulties in private credit and thinks investors should be wary of leverag...

Olivier Blanchard and Stephanie Walter discuss recent Chinese tech earnings. Stephanie says “AI is taking the wheel” for Baidu (BIDU) over advertising, saying it is in the middle of a “deliberate transition.” PDD (PDD), parent of Temu, “shows resilience,” she notes, but it needs to mature its AI systems. Olivier notes consolidation within AI and cloud services but doesn’t see a clear winner in the...

Ryan Kelley discusses the changing outlook for next year, especially in regard to the Fed’s rate path. He highlights his firm’s mid-cap fund HFMDX, looking for price and earnings momentum among other factors. Of its top holdings: “They’re going to benefit from the boom in AI…from a construction point of view.” He also looks at companies integrating AI, such as Wayfair (W). ======== Schwab Network...

Austin King returns to Next Gen Investing to highlight the recent downturn in Bitcoin. While the cryptocurrency saw a rebound on Tuesday, it briefly hit levels below $90,000 before the opening bell. Austin explains that bearish A.I. sentiment and the record-breaking government shutdown caused the risk-on asset to fade. That said, he makes the case for a long-term bull run as adoption expands. ====...

Cloudflare (NET) outages affected a large portion of the internet, from X and ChatGPT, to Shopify (SHOP) and Anthropic's Claude. Marley Kayden takes investors through the timeline and subsequent fixes being made as the company rushed to restore goodwill for investors. Many appeared to notice as shares recovered off lows of the trading day. Marley also dives into how these outages show how conn...

Likefolio’s Landon Swan says Target (TGT) is trading low “with reason” after it reversed its consumer sentiment trend to the downside. He says Walmart (WMT) is outperforming Target. He previews the earnings call for Target and what investors will be looking for in terms of guidance and corporate planning. He notes that while Target is leading in year-over-year change in visits, they have very easy...

Nick Raich believes Home Depot (HD) remains a core long-term holding even though he says the company could've better managed earnings expectations. He sees high mortgage rates adding to pressure but expects the company to take advantage of opportunity elsewhere. Jaime Katz sees operating margin compression as the biggest issue Home Depot will face. However, Jamie says operating leverage can ac...

Caleb Silver (@investopedia) previews Nvidia (NVDA) earnings and notes that there is a lot of retail investment in the name, along with other tech stocks that have been beaten up recently. He says if it’s not a blowout quarter with sky high guidance, he expects investors to punish NVDA stock because expectations are just so high. “The whole game here is a zero-sum outcome: either you control A.I....

Kevin Green tackles the Big 3 solo by turning to three retail giant reporting earnings this week. He explains why Target (TGT) can be a big mover to the upside or downside, the breakout potential in TJX Companies (TJX), and the bullish technical set-up Lowe's (LOW) presents into earnings. KG gives investors technical insight in the charts and offers example options trades for each stock. =====...

Mish Schneider is looking forward to Walmart (WMT) and Costco (COST) earnings, as well as some department stores, to track where consumers are spending. She previews the Fed’s December meeting, pulling for a rate cut, but discusses how expectations for that cut have fallen substantially. She believes the Fed is more focused on the labor market as new college grads enter the market as unemployment...