Schwab Network
10,862 episodes — Page 108 of 218
NVDA Evolving from Chip Company to A.I. Ecosystem Developer
CFRA's Angelo Zino raised his price target on Nvidia (NVDA) after the company's blockbuster earnings report. While he notes the disappointing miss in data center revenue, it's "all upside in China" after CEO Jensen Huang set the bar low on the previous quarter. He expects demand for Nvidia's A.I. chips to heavily accelerate in the region. As for the company's future, Angelo makes the case that Nvidia is moving far beyond its role as a chipmaker into creating entire A.I. ecosystems.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
CRWD Reverses Post-Earnings Losses, DG Lifts Sales Guidance, DKS Flat
Nvidia (NVDA) isn't the only earnings mover that recovered post-earnings losses. Diane King Hall talks about CrowdStrike's (CRWD) earnings recovery after it initially sold off on disappointing guidance and its acquisition of Onum. Dollar General (DG) traded lower after its report despite boosting sales guidance. Diane notes that tariff commentary hit investor confidence. Dick's Sporting Goods (DKS) was vastly unchanged after reporting its earnings.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Mid-Caps Climb Toward All-Time High, Silver Attempts Breakout
Kevin Green analyzes market moves as investors digest Nvidia's (NVDA) extensive earnings report. He notes bullish momentum remains intact, particularly in the mid-cap space as the sector inches toward all-time highs. Kevin talks about how a lack of tariff exposure compared to small caps lift mid-cap momentum. He also mentions moves in silver that signal a breakout for the metal.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
NVDA Shows "Everyone Still Feeling Good About A.I.," GPD & Jobless Claims "Solid"
Futures inched into green territory ahead of Thursday's open, led by a post-earnings comeback from Nvidia (NVDA) after the stock sold off after the report. Kevin Hincks talks about the A.I. narrative being intact despite a slight miss in data center revenue for Nvidia. On the macro front, Kevin highlights positive signals in the latest GDP and jobless claims prints.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Blackwell Now NVDA's Story, SNOW Shows Software Isn't Dead
Jenny Horne goes off Nvidia's (NVDA) gargantuan earnings report that showed a miss on data center revenue but highlighted other bright spots, including Blackwell. She lays out Nvidia's path ahead as shares rebound from Wednesday's post-earnings sell-off. Jenny turns to the software front on Snowflake's (SNOW) earnings, which opened the door to a strong stock rally.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Small Caps Lead Sector Rotation, Tariffs "Swiss Army Knife"
Liz Ann Sonders with Charles Schwab says the "expectations bar" for Nvidia (NVDA) was likely set too high by investors after it traded lower on numbers "in-line to slightly above" estimates. However, she points to expectations of rate cuts from the Fed giving a significant boost to small caps, seen in recent RUT rallies. Liz Ann notes other rotations happening under the surface of Wall Street. That said, she warns investors to keep tariffs on the radar. She talks about the U.S.'s "Swiss army knife" approach to tariff goals.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Options Corner: DELL
Dell Technologies (DELL) earnings are on the way after Thursday's close. Rick Ducat prepares investors and traders by taking a look at the technical setup on its chart. He points to recent rangebound trading channels and current areas of resistance and support to note. Then, Tom White swings by with an example options trade. Tom demonstrates using an iron condor trading strategy which holds a neutral stance.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
A.I. Fighting A.I. Fraud, Finding "Smarter" Solutions for Consumers
Scarlett Sieber joins Morning Movers to discuss A.I. rollout across other industries like Finance and Cybersecurity. She says there are some really great applications of A.I. fighting A.I. fraud in the cyberspace. For banks, Scarlett points to rising demand for "complementary" A.I. technology that helps the consumer and create actual benefits.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
NVDA Earnings Fallout & the A.I. Trade
Kevin Green calls Nvidia (NVDA) CEO Jensen Huang’s commentary “balanced” in the wake of the chipmaker’s latest earnings report. Elsewhere in earnings, KG looks at Snowflake (SNOW) which topped Street estimates and says that $230 could be an upward resistance level for shares. On the broader market front, KG underlines some high liquidity in S&P 500 futures trading which could act as a possible indicator of bigger trends on the horizon.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Chart of the Day: FIVE
Five Below (FIVE) shares have run higher over the past 3 months, but have been stuck in a near-term range between $131 and $144 says Kevin Horner. He examines the chart after the retailer's latest earnings report. On a 2-year chart, he highlights a recent "golden cross" pattern occurring with its 50-day and 200-day simple moving averages. Five Below reported a top and bottom line beat in its 2Q report.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Kriegel: "This Job Market is Bad"
Jessica Kriegel (@drjessicakriegel) discusses labor market sentiment using real-world examples from her work that paint a murkier picture. She believes CEOs are looking to improve efficiencies but aren't hiring college grads and low-skill workers as they possibly aim to replace the jobs entirely. Jessica says jobs are not being added quickly, companies are not hiring or firing, and there are cost-cutting initiatives taking place.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Crypto Corner: Weekend Selling, Kraken SEC Meeting, ETH Undervalued?
Jenny Horne and Adam Lynch examine the recent weakness in Bitcoin (/BTC) following a big move lower over the weekend. Additionally, the duo look at headlines surrounding tokenization trends in the market as Kraken officials met with the SEC. And, Adam shares a note from Standard Chartered that claims Ethereum (/ETH) is undervalued.VIRTUAL CURRENCY-RELATED INVESTING INVOLVES A HIGH DEGREE OF RISK AND MAY NOT BE SUITABLE FOR ALL INVESTORS. INVESTORS MUST HAVE THE FINANCIAL ABILITY, SOPHISTICATION, EXPERIENCE AND WILLINGNESS TO BEAR THE RISKS OF AN INVESTMENT, AND A POTENTIAL TOTAL LOSS OF THEIR INVESTMENT.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
The Contrarian Case to Hold Interest Rates, A.I.'s "Double Edged Sword"
Peter Andersen argues that the Fed needs to ignore "enormous" pressure to cut interest rates. He explains that more economic data has to hit the wire before the FOMC issues a green light to cut. On A.I., Peter calls the technology a "double-edged sword" which offers upsides to efficiency, but adds that it will also be used by "bad actors." However, Peter notes it will help cybersecurity companies like Palo Alto Networks (PANW).======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Stock Market Today: NVDA, CRWD & SNOW Report Earnings
Stocks moved higher on Wednesday's session ahead of Nvidia's (NVDA) earnings that is expected to move markets Thursday. That report showed an EPS beat but a miss in data center revenue, even though the quarterly figure tapped a whooping $41.1 billion. Snowflake (SNOW) also rallied big after hours when it showed promising growth. CrowdStrike (CRWD) was the big laggard, selling off as it announced an acquisition of Onum. Marley Kayden takes investors through a pivotal earnings day on Wall Street.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
CRWD Tumbles on Earnings Beat, SNOW Soars with Revenue Growth
CrowdStrike (CRWD) shares tumbled despite a strong earnings beat, but Alex Hamerstone thinks the selloff was an overreaction. Hamerstone notes that the cybersecurity firm still has a strong growth story and a competitive edge with its AI-enabled security platforms. Meanwhile, Snowflake Inc. (SNOW) shares soared on a revenue beat and solid guidance, further solidifying its position as a leader in the cloud data platform space. Hamerstone attributes Snowflake's success to its ability to help companies extract value from their growing data sets and sees continued growth potential for the company.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Mercer: NVDA Earnings Show It's Time to Look "Beyond Data Centers"
Nvidia's (NVDA) gigantic earnings report showed a beat in EPS, though data center revenue came slightly under the mark compared to Wall Street's estimates. Zeno Mercer says the report signals that it's now time to look "beyond" data centers, even as hyperscalers show demand through capex spending upwards of $100 billion. He talks about companies like AMD Inc. (AMD) and TSMC (TSM) as other companies investors should watch as potential new leaders in the A.I. space. He also talks about the evolving tech that can shape the landscape, like autonomous vehicles and robotics.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
EARNINGS ALERT: NVDA
"I'd be shocked if this stock was higher tomorrow," says Alex Coffey in reaction to Nvidia's (NVDA) earnings move. He and George Tsilis comb through NVDA numbers following its 2Q earnings report. The company revealed its Blackwell revenue grew 17% sequentially and CEO Jensen Huang says, "Production of Blackwell Ultra is ramping at full speed, and demand is extraordinary." George and Alex both point out the lack of China H20 sales is not a surprise, but guidance painted a murkier picture for sales in the country moving forward. Additionally, the company announced a $60B share buyback plan.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
EARNINGS ALERT: CRWD, SNOW
Scott Durfey and Kevin Green join Marley Kayden for live reaction to CrowdStrike (CRWD) and Snowflake (SNOW) earnings. For SNOW, the software company reported product revenue growth of 32% as shares jumped higher after the report. KG points to margin improvement at 9% as key to the company's outlook and guidance. For CRWD, the cybersecurity company announced plans to acquire Onum for its Falcon Next-Gen SIEM. Despite a top and bottom line beat, he company's guidance came in below Street estimates which led to a drop in shares after its release.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
NVDA Earnings: Data Center Revenue and China Market Insights
Nvidia (NVDA) reports earnings soon, and all eyes are on data center revenue, gross margin normalization, and any updates on the Chinese market. Ali Mogharabi breaks down what to expect, including any potential color on the Rubin and Blackwell chip delays, and how the company will navigate the uncertainty surrounding U.S.-China trade tensions.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
"Unusual" FOMC Headlines to Affect Interest Rate Cutting Cycle
Charles Schwab's Mike Townsend don't see headlines around Fed independence leaving anytime soon. He sees President Trump's "unprecedented" move to fire Fed governor Lisa Cook only adding controversy around the FOMC, as Congress needs to weigh on who will fill an already empty seat. Mike talks about how both situations can affect the Fed's rate cutting cycle, including expectations for September. Another complication comes in the form of a pending government shutdown as the divide between Democrats and Republicans widen.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Crude Oil Below $60 by Year End?
Dan Deming looks at commodities as the market continues to make new highs. He’s watching $61.50 for crude oil and discusses how the trend could change if prices hit that level. He foresees headwinds for crude through the end of 2026 and thinks it could break below $60 by year-end. With central banks continuing to buy gold, he thinks there is a “put in place” underneath the metals market.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Market Breadth Excels Ahead of NVDA Earnings, Watch Second-Hand A.I. Plays
Volatile trading action was seen near the end of Wednesday's trading session, a common trend Kevin Green noted for this week. One bullish sign: vast market breadth, which Kevin says is bullish long-term if markets experience rotation. As Nvidia (NVDA) reports earnings, watch activity in names connected to the A.I. giant. Price action in Nvidia can impact other chip and A.I.-connected stocks.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
The Evolution of U.S. Manufacturing with Jay Timmons
Jay Timmons covers the state of U.S. manufacturing and the impact of tariffs on the sector. He calls the federal budget bill “huge” in signaling commitment to the sector. He compares the 2017 tax bill to the 2025 one, and says it gives the U.S. “one of the most competitive tax structures” worldwide. He discusses how he works to “improve” regulations in the industry and discusses uncertainties in the business world ahead.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Brenner: Labor Data has been Off for Years, Fed Potentially Compromised
“There isn’t a lot of room for error” in Nvidia (NVDA) earnings, says Andrew Brenner. However, he’s paying more attention to the Fed decision in September. He thinks employment is “10 times” more important than inflation, and thinks the Fed will agree, but he also doesn’t quite trust the labor data the government is publishing. Andrew also thinks that the Trump administration will push the Fed to cut rates faster than they would like – highlighting a potential compromise of their independence.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Cybersecurity's Crossroads: Can CRWD Earnings Reignite Bullish Momemntum?
After Okta Inc. (OKTA) posted an earnings win and subsequent rally, now cybersecurity investors await CrowdStrike's (CRWD) report after the close on Wednesday. Marley Kayden notes the company's significant rally over the last year, even as the stock trades close to 20% off its all-time high. She talks about the headwinds still ahead for CrowdStrike as software sees a slump on Wall Street. Prosper Trading Academy's Scott Bauer offers an example options trade for the cybersecurity company.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
2Q Retail Winners & Losers: ANF, URBN, KSS, GPS & More
Christine Short and Zach Warring cover retailer earnings. Christine thinks the “cautious consumer” is one of retail’s biggest headwinds as 2Q shows beats despite tariffs. She notes that value is leading, expecting lower-priced namesake brands like Abercrombie (ANF) or Urban Outfitters (URBN) to see strength there. Zach has a Strong Buy rating on ANF, but has a Sell rating on Kohl’s (KSS) over valuation. He also likes TJX (TJX), which is “obviously gaining market share,” and Ross Stores (ROST).======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
GLW, NEM, RTX: Sector Leaders Outside A.I. & NVDA
Market breadth continues to expand, and Larry Tentarelli urges investors to look beyond Big Tech to discover new leaders in the latest sector rotation. He points to Corning (GLW) breaking out due to its $2.5 billion Apple (AAPL) contract to develop glass for iPhone and related products. Larry notes Newmont (NEM) as a miner benefitting from gold's run at all-time highs in recent months. He labels RTX Corp. (RTX) as "one of my favorite stocks" in a sticky defense industry.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Conditions for Recession Ahead of September Fed Meeting
Ryan Dykmans thinks the market is too aggressively pricing in a rate cut, calling the odds more “60/40” than the over 80% currently projected. He thinks the Fed really needs to watch labor market data into their September meeting. Ryan is also concerned about inflation, and argues that while the U.S. consumer is “fine” right now, incoming tariff impacts could hit hard in the next few quarters. His worst-case scenario is GDP dropping and sending the U.S. into recession.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
NVDA "Party Isn't Over Yet," Mag 7 Offers Long Runway
As noted by R. "Ray" Wang, Nvidia (NVDA) beat and raised for eight consecutive quarters, and he believes the company can do it again. He sees A.I. demand only accelerating, backed by six of the Mag 7 companies funneling $80 to $100 billion in capex for the coming year. Ray doesn't expect China to act as a headwind, pointing to Nvidia's massive A.I. ecosystem giving it a long growth runway.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
China & A.I. Guidance Set Earnings Bar High for NVDA
Wedbush's Matthew Bryson says this is the "first quarter in three or four quarters" where everything appears to have gone right for Nvidia (NVDA). Two headwinds he can see for the company: China and guidance not meeting investors' expectations. Matthew says positives outweigh potential downsides to Nvidia, especially as Big Tech companies increase capex spending.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
CRWD Sees Short-Term Growth Pain, Long-Term Bull Case Stands
Investors will get their latest read on the cybersecurity space through CrowdStrike's (CRWD) earnings after Wednesday's close. Marley Kayden notes headwinds facing the stock: from stretched valuations to expected decelerating growth. However, she points to analyst commentary that cites "compelling" execution and strong long-term bull cases.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Ca$htag$: Dick’s Sporting Goods (DKS)
Likefolio’s Andy Swan previews Dick’s Sporting Goods (DKS) earnings, due Thursday. Their sentiment data is relatively flat: “steady, but not spectacular.” However, he thinks they had a strong back-to-school season. He brings some charts to break down their views on DKS and expects the Foot Locker (FL) acquisition to “dominate” the earnings call.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
China Just Background Noise? Bullish Blackwell Case in NVDA Earnings
Beth Kindig says "any dips on China should be bought" after Nvidia (NVDA) reports earnings. She considers sales to the country insignificant compared to the upside potential Nvidia's Blackwell will offer for the A.I. giant's runway as "demand outstrips supply." Brian Szytel will still keep an eye on the company's H20 chip sales in China, noting that it will offer another revenue stream the U.S. government was originally set on taking away.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Real Estate Tips as Market Expects Rates to Fall
John Gafford says your experience of the housing market right now depends on whether you’re buying or selling – and says after a decade, the balance is shifting. “Sellers are offering concessions at rates we haven’t seen in the last ten years,” he notes, but stresses that conditions change regionally. He thinks it’s a “safe” bet that interest rates will be a lot lower in 12 months, changing the system again. John gives viewers his best real estate advice.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
The Big 3: BAC, SLV, EBAY
When it comes to stocks, TheoTrade's Don Kaufman offers bearish example options trades. He explains his bear case behind Bank of America (BAC) and eBay Inc. (EBAY). However, Don has more of a bullish thesis in the iShares Silver Trust ETF (SLV). Kevin Green gives his technical analysis into today's Big 3.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Bracing for "Financial Winter," AAPL Adding A.I. Momentum, CRWV Short & Long-Term Value
It's "financial winter" now through October, says Dale Smothers, something he believes will give investors reason to take risk off the table. He adds the case for pullbacks due to high short-term valuations, especially in A.I. names, as concentration only builds across indices. As for stocks Dale is watching, he expects Apple (AAPL) to break out of its range-bound trading action as it accelerates A.I. momentum. He also sees CoreWeave (CRWV) as a great short-term and long-term play.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Mutual Fund to ETF Pipeline: Launching KAT & GKAT
Brian Krawez discusses launching two new active ETFs, KAT and GKAT. He explains the underlying strategy for each fund and why investors might be interested in them. The ETFs are converted mutual funds, and Brian says that they have been using these investing strategies for over a decade. He looks at top holdings in the funds (including Oracle (ORCL) and McKesson (MCK) and previews ETFs his firm is looking to launch in the future.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Chips, China & A.I. Evolution: What to Watch in NVDA's Earnings
Dave Altavilla talks about the extent of Nvidia's (NVDA) dominance in A.I. ahead of the company's gargantuan earnings report. He says his "ears will be to the ground" for any new tech developments from the company, which includes its Blackwell and Rubin chips. He also talks about a section of the company's revenue stream not on many investors' radar: gaming. Tom White offers a pair of example options trade for the A.I. giant ahead of the report.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
SPX Consolidation Into NVDA Earnings, U.S. Shipbuilders & Insurance Bullish Momentum
A consolidation day could be in store for the SPX heading into Nvidia's (NVDA) earnings, according to Kevin Green. He points out technicals to watch throughout the session. When it comes to Wall Street trends, Kevin points out U.S. shipbuilders like Huntington Ingalls (HII) as breakout candidates, as well as insurance companies.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
KSS Soars 20%, PVH Beats Earnings, CBRL Bringing Back Old Logo
Wednesday's morning movers panel got interrupted by a stream of Big 10 mascots, though Sam Vadas still highlights retail stocks catching attention on Wall Street. Among them, Kohl's (KSS), which rallied 20% after posting an earnings beat. PVH Corp. (PVH) also moved higher after the company topped expectations. Cracker Barrel (CBRL) also rallied not for any earnings, but instead for its announcement that it will abandon its new logo design.
NVDA Earnings to Impact All of A.I., Trump Pushes for 50% India Tariffs
Kevin Hincks says "70 names" will move alongside Nvidia (NVDA) once it reports earnings after the close. All eyes will be on the leader of Wall Street after the company doubled since April's lows. Kevin also talks about international movers as President Trump seeks to hit India with 50% tariffs. Sticking with Trump, he explains the latest developments between his feud with Fed governor Lisa Cook.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
MDB Up 30% After Earnings, OKTA Rallies on Raised Guidance
Some software names got an earnings boost ahead of Nvidia's (NVDA) market moving report after the bell. Jenny Horne talks about the heavy bullish commentary from MongoDB's (MDB) leadership after the company posted a massive beat. Okta Inc. (OKTA) rallied on its own beat and raise, a reversal from the cybersecurity firm's last earnings. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Options Corner: CRWD Earnings Example Trade
CrowdStrike (CRWD) shares have significantly rebounded from its July 2024 outage and hit new all-time highs earlier this year. Tom White points to technical conditions on its chart, highlighting its 200-day moving average as a key study. Additionally, he shows the RSI momentum study showing levels that are near the oversold area. Then, Tom composes an example options trade in CRWD. He uses a neutral to bullish put butterfly strategy as a way to demonstrate playing an earnings move for CRWD.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Lundgren: Why A.I. Bubble Has Been Going on For Years
David Lundgren joins Diane King Hall to discuss the A.I. rally and his belief that the markets have been in a "bubble" for the last 3 years. He compares bubble conditions to 1996-99 but notes that there's two phases: a fundamental phase and a final phase. David believes we continue to exist in the fundamental phase, which could create opportunities for investors. He cautions that a "hype phase" could be coming soon saying valuations on important companies like Nvidia (NVDA), Microsoft (MSFT) and Palantir (PLTR) could impact the broader development of A.I.-related industry.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Woods on NVDA Ripple Effects, Fed's Independence
Nvidia (NVDA) is the most valuable company in the world, and Jay Woods says it will impact every 401(k) out there as its presence across multiple indices (S&P 500, Nasdaq-100 and the Dow Jones) will have ripple effects. Jay asks if the company "has enough" to lift the overall markets to new highs. He still believes its a long-term hold for investors, but says shorter-term traders need to watch the earnings gap moves. On the Federal Reserve, Jay discusses the importance of Federal Reserve independence and the latest drama surrounding the central bank.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Chart of the Day: SNOW's Long Term Resistance
Snowflake (SNOW) earnings share a reporting date with Nvidia (NVDA) but on the chart it's a different story as SNOW's been relatively rangebound over the last several years. Brett Crowther leads off with a 5-year chart with a channel between $190 and $100. Zooming into the 1-year chart, he highlights the August breakout and attempts to stay above the longer-term $190 resistance level.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
NVDA Earnings Loom, India Tariffs Hike
Kevin Green says he isn’t expecting a major move in Nvidia (NVDA) stock unless there are big announcements in its earnings report around its China business. Moving to the macro, KG breaks down the import/export impact of increased tariffs on India. For the S&P 500 (SPX), he says Tuesday’s buying action at the close could indicate buyers stepping in and he has $6500 as an upside level to watch. KG adds thoughts on MongoDB (MDB) after earnings.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
McGraw Hill (MH) CEO on First Post-IPO Earnings, "Gamification" of Education & A.I. Growth
Simon Allen, CEO of McGraw Hill (MH), talks about his company's recent IPO and its first earnings since the stock began public trading. He mentions the company's revenue made off its digital platforms as showing opportunistic growth. Simon adds that McGraw's "gamification" of education is what draws more people to using his company's products, aided by A.I. tools.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Ghabour: Powell "Last Piece of Puzzle" for Bull Run, "Big Win" for Small Caps
Eddie Ghabour notes the market "shrugging off" the "battle" between Fed member Lisa Cook and President Trump as a good thing. He believes bulls are instead focused on Fed chair Jerome Powell's commentary at Jackson Hole and prospects of a rate cut as positives for the economic outlook. When it comes to stocks, Eddie expects small cap stocks to rally further after investors experienced a "frustrating" rotation in recent months.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Stock Market Today: Trump Targets Cook, LLY Drug Trial Rally, MDB Soars After Hours
Markets saw a melt-up near the end of Tuesday's session that pushed indices solidly into green territory. This comes despite comments from President Trump saying he plans to fire Fed governor Lisa Cook. As for the session gainers, Eli Lilly (LLY) rallied strongly after posting breakthrough results for its obesity drug trial, as did MongoDB (MDB) for showing strong earnings and raised guidance. Sam Vadas takes investors through the day's biggest stories.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about