Schwab Network
Episodes
Bigger Picture for SMCI After Auditor Resigns
30 Oct 2024
Contributed by Lukas
The financial concerns for Supermicro (SMCI) continue to mount. Kevin Green explains why the company can continue to plunge after Ernst & Young "f...
DASH Dominant in Delivery, "Next Big Move" Will Add Traction
30 Oct 2024
Contributed by Lukas
Doordash (DASH) is a "great company in a really nice industry," according to Andy Swan with LikeFolo. He maintains a neutral rating on the stock, beli...
Option Trades in AAPL and AMZN
30 Oct 2024
Contributed by Lukas
Ahead of closely watched earnings reports for Apple (AAPL) and Amazon (AMZN), Kevin Hincks provides example options trading strategies in both of the ...
Credit Card Debt Swelling Ahead of Holidays
30 Oct 2024
Contributed by Lukas
“There’s every reason to expect that credit card debt will continue to rise,” says Matt Schulz. He talks about Visa (V) earnings, saying that ev...
Cloud Revenue Surges for GOOGL, Legal Headwinds "Overblown"
30 Oct 2024
Contributed by Lukas
Ahmed Khan says he's "really impressed" by Alphabet's (GOOGL) earnings report. He argues the company created enough of a tailwind to thrust itself thr...
The Big 3: XOM, VIX, NVDA
30 Oct 2024
Contributed by Lukas
TheoTrade's Don Kaufman joins today's Big 3 to explain his bullishness on Exxon Mobil (XOM) and the CBOE Market Volatility Index (VIX). When it comes ...
"All Eyes" on Friday's Jobs Report Ahead of Fed's Next Meeting
30 Oct 2024
Contributed by Lukas
The Fed meets next week to discuss the potential for another rate cut after slashing 50BPS in September. Alonso Munoz notes pockets of weakness in inf...
Azure Growth Key for MSFT's Outlook
30 Oct 2024
Contributed by Lukas
"Expectations are fairly low" for Microsoft's earnings this quarter, according to Derrick Wood. He points to signs of the company's deceleration of it...
GOOGL's "Beat Across the Board" & Previewing META Earnings
30 Oct 2024
Contributed by Lukas
Shweta Khajuria calls Alphabet's (GOOGL) cloud revenue a "big surprise" that shows the company's A.I. strength. She leaned positive heading into the t...
Positive Setup Into Year End
30 Oct 2024
Contributed by Lukas
“It’s a unique situation,” with gold hitting new all-time highs and equities still climbing, says Dan Deming. He covers the latest U.S. and Euro...
GOOGL Flexes A.I. Growth, AMD Needs More Muscle
30 Oct 2024
Contributed by Lukas
Alphabet (GOOGL) is up thanks to an earnings beat and strong cloud growth. Cory Johnson says its "hard to imagine" Alphabet growing at its scale, but ...
GDP Shows No Spending Slowdown
30 Oct 2024
Contributed by Lukas
3Q24 GDP came in just under expectations, but a closer look at the data paints a clearer picture on the state of the consumer. Jenny Horne breaks down...
RDDT's Big Rally, LLY Plunges on Mounjaro & Zepbound Sales Miss
30 Oct 2024
Contributed by Lukas
The morning's biggest winner is Reddit (RDDT) after the social media platform turned a profit and reported higher-than-expected guidance. Eli Lilly (L...
Market is Too Expensive But Still Rising
30 Oct 2024
Contributed by Lukas
Keith Buchanan is concerned with the 10-year trading higher, which he thinks signals sticky inflation. He talks about the earnings season and labor ma...
SMCI, LLY Will Make "Very Difficult" Day to Break Resistance
30 Oct 2024
Contributed by Lukas
Supermicro's (SMCI) continued accounting woes and Eli Lilly's (LLY) sharp plummet do no favors for the technology and health care sectors. These names...
SMCI's Accountant Resigns, What it Means for A.I., NVDA
30 Oct 2024
Contributed by Lukas
Supermicro (SMCI) sold off after its independent auditor, Ernst & Young, resigned. This follows a series of financial concerns around the company....
Stock Market Morning Minute: GOOGL, AMD, RDDT
30 Oct 2024
Contributed by Lukas
Alphabet (GOOGL) reports strong earnings, AMD slides despite meeting expectations, and Reddit (RDDT) spikes after a big earnings beat. ======== Schwa...
"Dollar Milkshake" Man on Where Gold Bugs Go Wrong
30 Oct 2024
Contributed by Lukas
The U.S. Dollar faces rising competition from cryptocurrencies and even the idea of a BRICS currency. But in this episode of Market Overtime, Brent Jo...
Taking Big Gains Without Big Taxes
30 Oct 2024
Contributed by Lukas
Meb Faber joins Oliver Renick in the latest Market Overtime episode. Discussing the upcoming "TAX" ETF, Faber explains what this 351 Fund strategy ent...
Vivek Ramaswamy on Trump vs Harris, Inflation, Bitcoin
30 Oct 2024
Contributed by Lukas
Vivek Ramaswamy joins Market Overtime following the release of his latest book, “Truths: The Future of America First,” which debuted in September....
Stock Market Today: AMD Plummets & GOOGL Rises After Hours, MCD Falls on Earnings
29 Oct 2024
Contributed by Lukas
The NDX led a market rebound after a sluggish opening to the trading day. AMD Inc. (AMD) didn't wow investors as Nvidia (NVDA) continues to flex its s...
EARNINGS ALERT: AMD
29 Oct 2024
Contributed by Lukas
AMD slips lower after mixed earnings. The company saw a 122% increase in data center revenue, but its gaming segment fell 69% Y/Y. George Tsilis jumps...
EARNINGS ALERT: GOOGL, QRVO, CMG, V
29 Oct 2024
Contributed by Lukas
Alphabet (GOOGL) tops expectations as the company says YouTube Ad Sales surpassed $50B over the past 4 quarters. Meanwhile, Qorvo (QRVO) and Chipotle ...
"So Far, So Good" at Height of Earnings Season
29 Oct 2024
Contributed by Lukas
Liz Ann Sonders says investors should keep an eye on company outlooks as we enter the height of the earnings season. However, Kathy Jones says it's ju...
Earnings Season Strength & Fed Decision Impact
29 Oct 2024
Contributed by Lukas
Max Cabasso from the Nasdaq’s Market Intelligence Desk discusses the earnings season. He talks about how rates are impacting earnings, the election ...
"Risk On, for Now" in SPX & AMD's Bullish Speculation
29 Oct 2024
Contributed by Lukas
The S&P 500 (SPX) hit upper resistance levels after a sluggish start to the trading day. Kevin Green shows what's behind the optimism for the inde...
Record Inflows into ETFs Continue
29 Oct 2024
Contributed by Lukas
ETFs are still seeing record inflows; Matt Bartolini explains why investors might be interested in using ETFs in their portfolios and trading strategi...
Political Gridlock Good for Stocks
29 Oct 2024
Contributed by Lukas
The demand for bonds turned the market around today, says Kevin Nicholson. He expects yields to go higher. Looking ahead, he expects a solid GDP print...
V Shows Consumer "Cut Back Spending on Cash, Not Credit"
29 Oct 2024
Contributed by Lukas
LikeFolio's Landon Swan says Visa (V) is a "safe place" to put your money. Despite higher interest rates and inflation pinching consumers, the company...
Options Trades in META and NVDA
29 Oct 2024
Contributed by Lukas
Mag 7 earnings will steal the show this week, so Kevin Hincks has a pair of example trades in names closely connected to the A.I. theme: Meta Platform...
Wage Growth Cooling in U.S. Job Market?
29 Oct 2024
Contributed by Lukas
Noah Yosif and Jordan Shapiro break down the U.S. job market. Jordan points out that high-skill jobs are seeing growth, while sectors like hospitality...
Technical Tuesday: NU, CRWD
29 Oct 2024
Contributed by Lukas
Kevin Horner joins for Technical Tuesday. After breaking down an S&P 500 (SPX) chart, he highlights technical patterns on CrowdStrike (CRWD) and N...
Cannabis Markets Ahead of U.S. Election
29 Oct 2024
Contributed by Lukas
Both U.S. presidential candidates have taken a position on cannabis “for the first time since it was made illegal,” says Morgan Paxhia. He is look...
Weighing Presidential Election "Chaos" on the Markets
29 Oct 2024
Contributed by Lukas
The U.S. presidential election is one week away. Nick Tell's key word he'll focus on after the election is over: chaos. He breaks down the policies of...
"Problem Lies in Valuation" for SOFI
29 Oct 2024
Contributed by Lukas
Despite SoFi's (SOFI) CEO calling the latest quarter the strongest he's ever seen, shares of SOFI sold off following the report. George Tsilis says th...
360 Round: Consumer Confidence
29 Oct 2024
Contributed by Lukas
How does consumer confidence impact investor sentiment? Amanda Lai and Jordan Rizzuto discuss how to break down the numbers, strategies for gauging ec...
Disappointing Guidance, $1 Billion EV Loss Skids F Stock
29 Oct 2024
Contributed by Lukas
Ford (F) disappointed investors on its earnings report. Cut guidance, ten-digit losses in its EV business and headwinds to the interest rate environme...
The Big 3: META, AMZN, IBM
29 Oct 2024
Contributed by Lukas
Meta Platforms (META) and Amazon (AMZN) report earnings on Thursday this week. IBM Corp. (IBM) slipped after reporting a revenue miss last week. Jessi...
How Much Longer Can the Bull Market Run?
29 Oct 2024
Contributed by Lukas
Kevin Mahn says the average length of a bull market is 5.3 years. The current bull market just began its third year, but Kevin warns of factors that c...
ResMed CEO On Earnings, Sleep Apnea
29 Oct 2024
Contributed by Lukas
ResMed (RMD) CEO Mick Farrell joins Morning Trade Live to discuss the company’s latest earnings beat. ResMed primarily focuses on sleep apnea and CO...
AMD & NVDA's Risk/Reward Story, "Steer Clear" of GOOGL
29 Oct 2024
Contributed by Lukas
AMD Inc. (AMD) reports earnings after the closing bell. Ivana Delevska believes Nvidia (NVDA) is a great trade in the A.I. market, however, she urges ...
MCD Rebound, RCL Cruises on Earnings, PYPL & SOFI Sell Off
29 Oct 2024
Contributed by Lukas
McDonald's (MCD) reported an earnings beat as the fast food giant reels from its E. coli outbreak. Royal Caribbean (RCL) set sail on easy waters off i...
SPX Scrapes Resistance & Bullish Set-Up for Natural Gas
29 Oct 2024
Contributed by Lukas
Bears emerge from their caves with markets opening mostly lower today. Kevin Green shows the bearish flows impacting the S&P 500 (SPX) as levels s...
‘Something’s Gotta Give’: Global Earnings in Focus
29 Oct 2024
Contributed by Lukas
Jeffrey Kleintop brings the charts! He discusses the global economy and earnings, showing the percentage of upwards EPS revisions. He also shows corre...
‘Likely’ Below-Trend Jobs Report This Week?
29 Oct 2024
Contributed by Lukas
The employment market is normalizing after the pandemic, says Ted Rossman, going from “two jobs for every one worker” to the balance of power “s...
McDonald's (MCD) Earnings & E. coli
29 Oct 2024
Contributed by Lukas
Matt Todd breaks down the latest quarterly figure from the Golden Arches. As McDonald's (MCD) consumers face rising inflation costs, Matt dissects the...
Stock Market Morning Minute: MCD, F, RCL
29 Oct 2024
Contributed by Lukas
McDonald's (MCD) falls after earnings, Ford (F) earnings disappoint and Royal Caribbean (RCL) retreats from all-time highs. ======== Schwab Network =...
Stock Market Today: F Earnings Flop, AAPL A.I. Launch, BA Stock Offering
28 Oct 2024
Contributed by Lukas
Ford (F) fails to impress on its latest quarterly earnings. Apple (AAPL) unveils its first wave of A.I. features. Boeing (BA) aims to rake in $19B for...
Michael Cuggino’s Picks: FCX, COST, LMT, CVX
28 Oct 2024
Contributed by Lukas
“The entire market is a little bit rich,” says Michael Cuggino, but adds that a so-far decent earnings season is putting a foundation into stock p...
EARNINGS ALERT: F, VFC, FFIV
28 Oct 2024
Contributed by Lukas
F5 Inc. (FFIV) pops after announcing a $1B share buyback program and posting a 19% increase in software revenue. VFC Corp. (VFC) also saw an earnings ...
Overlooked Stock: CDNS
28 Oct 2024
Contributed by Lukas
Cadence Design Systems (CDNS) takes off after a 3Q earnings beat. George Tsilis breaks down this company's exposure to the semiconductor industry, say...
Bitcoin, MAGS, DXY Charts For Action-Heavy Week
28 Oct 2024
Contributed by Lukas
Bonds keep selling off seemingly no matter what, Bitcoin's finally going for a big breakout, and all eyes are on $MAGS heading into earnings, says OJ ...
The Big Picture: Data Driving Yields Higher
28 Oct 2024
Contributed by Lukas
Economic data this week can be the impetus to either move the markets or where the markets could be going, says Charles Schwab's Cooper Howard. He doe...
Crude Oil Walloped, Bitcoin Breakout Imminent?
28 Oct 2024
Contributed by Lukas
Scott Bauer (Prosper Trading Academy) says supply and demand for crude oil is way out of balance. He's taking a nimble approach to tip-toeing back int...
Market Approaching Make or Break Moment While Volatility Skew Rises
28 Oct 2024
Contributed by Lukas
Monday's price action across a broader swath of sectors is a good thing, says Kevin Green. But, in a week that's centered around Mag 7 earnings, it mi...
‘Hybrid A.I.’ is the Future
28 Oct 2024
Contributed by Lukas
TSMC’s (TSM) earnings, particularly its Arizona chip production yields, prove that the company can work in the more expensive U.S., says Zeno Mercer...
Restaurant Earnings in Focus: MCD, SBUX
28 Oct 2024
Contributed by Lukas
Nick Setyan thinks the success of the chicken Big Mac for McDonald’s (MCD) will overshadow any issues due to the e. Coli outbreak in its earnings. R...
Giving Mid-Caps Some Love
28 Oct 2024
Contributed by Lukas
“I’m extremely optimistic about mid cap stocks,” says Lori Keith, calling them overlooked compared to Mag 7 names or other mega caps. She argues...
Stock Picks Amid Fed's Rate Cut Cycle
28 Oct 2024
Contributed by Lukas
David Dietze sees "no landing" in the Fed's inflation fight, as the Fed has promised to lower interest rates. Looking to the equity market, David list...
TSMC Halts Shipments to China Chip Designer
28 Oct 2024
Contributed by Lukas
"There's no one else that can do what TSMC can do," says Kevin Green. When it comes to competition in the chip manufacturing space, TSMC (TSM) reigns ...
Inflation Price Hikes at Chipotle (CMG) & McDonald's (MCD)
28 Oct 2024
Contributed by Lukas
Likefolio's Landon Swan looks at the affordability across the fast casual restaurant industry as consumers face higher menu prices. Chipotle (CMG) has...
Options Trades for GOOGL and MSFT
28 Oct 2024
Contributed by Lukas
Mag 7 earnings will take center stage this week. Kevin Hincks has example trades for Alphabet (GOOGL) and Microsoft (MSFT) ahead of their latest repor...
360 Round: Onsemi (ON) Earnings
28 Oct 2024
Contributed by Lukas
CFRA's Angelo Zino maintains a Hold rating for Onsemi (ON) after earnings. Angelo says this is a company "not as exposed to A.I." and thinks ON has a ...
‘Apple (AAPL) Won’t Have a Blowout Quarter’
28 Oct 2024
Contributed by Lukas
Ed Butowsky shines the 360 Spotlight on Apple (AAPL) as it launches A.I. in its iOS operating system. He says with the rollout broken into stages, it ...
The Big 3: CCJ, UNH, UPST
28 Oct 2024
Contributed by Lukas
Mike Shorr of Prosper Trading Academy swings by with a nuclear power play: Cameco (CCJ). He says A.I. power demand will mean big things for this space...
Perfect Storm or Perfect Case Scenario?
28 Oct 2024
Contributed by Lukas
A.I. The Election. Mag 7 earnings. FOMC meeting. Jobs Data. The next 2 weeks are filled with market-moving events, and veteran trader Peter Tuchman sa...
Looking for Strong Relative Value: CSCO, MTB, APD
28 Oct 2024
Contributed by Lukas
Dan Genter is looking for strong relative value in the market, saying the Magnificent 7 trade is “getting a little long in the tooth.” His stock p...
Bitcoin Short Squeeze Ahead?
28 Oct 2024
Contributed by Lukas
“Demand is just not there” for crude oil, says Scott Bauer, after prices plunged following Israel’s attack on Iran avoiding energy infrastructur...
META, AMZN, GOOGL: Mega Megacap Earnings Preview
28 Oct 2024
Contributed by Lukas
Adam Coons argues Amazon (AMZN) will provide better insights into consumer behavior, credit card usage and shopping trends headed into the holiday sea...
AAPL A.I. Launch, ON Tops Expectations, BA Stock Offering
28 Oct 2024
Contributed by Lukas
Apple (AAPL) shares are on the move as the first wave of Apple Intelligence features launch today with the latest iOS18 update. Meanwhile, Onsemi (ON)...
Monday's Open Indicates Battle Brewing to Continue Upward Momentum
28 Oct 2024
Contributed by Lukas
With Mag 7 earnings on deck and a key jobs report ahead of the U.S. Election, Kevin Green keys in on the important open interest levels ahead of a ver...
Political Polarization, Hurricanes Weighing on Economic Data
28 Oct 2024
Contributed by Lukas
"Strong economy says your job is not at risk...consumers are worried about the prices at the grocery store," says Jim Bianco. He joins Oliver Renick t...
Royal Philips (PHG) CEO on Earnings, Healthcare Brands
28 Oct 2024
Contributed by Lukas
Roy Jakobs, CEO of Royal Philips, joins Oliver Renick to sift through the company's latest quarterly figures. Shares of PHG tumbled in premarket tradi...
Stock Market Morning Minute, Monday, Oct. 28: BA, DAL, CRWD
28 Oct 2024
Contributed by Lukas
Boeing (BA) looks to raise $19B, Delta Airlines (DAL) files suit against Crowdstrike (CRWD), and Royal Philips (PHG) plummets after earnings. =======...
Semiconductor Demand Unabated: ON, AMD
28 Oct 2024
Contributed by Lukas
The Onsemi (ON) earnings report “allayed my deepest fears” of demand drying up, says Kim Forrest. She looks ahead to the AMD (AMD) earnings report...
Weekly Wrap: NDX Rallies, TSLA Surges, BA Strike Continues, MCD E. Coli Outbreak
25 Oct 2024
Contributed by Lukas
Markets finish the week mixed but the Nasdaq-100 (NDX) continues its winning streak with 7 consecutive weeks of positive gains. Tesla (TSLA) among the...
Dollar, Bonds, Mag-7 and Apple Analysis for Next Week
25 Oct 2024
Contributed by Lukas
Next week is PACKED -- OJ Renick assesses the dollar versus Treasury yields, $MAGS and $AAPL ahead of earnings. ======== Schwab Network ======== Empo...
What Happens If Inflation Data Comes in Warm
25 Oct 2024
Contributed by Lukas
"A re-acceleration in inflation spells problems" for the bond market, says Jordan Lopez of Payden & Rygel. But, if the growth picture remains stro...
Yields Moving Up Sustainably, Presents Opportunity to Lock In
25 Oct 2024
Contributed by Lukas
For the treasuries, economic data—not Mag 7 earnings—will be the biggest potentially market-moving events says Charles Schwab's Collin Martin. He ...
Earnings, Election Jitters & Phil Streible's 3 B's
25 Oct 2024
Contributed by Lukas
Big Tech, Bitcoin and (Gold) Bullion are on Phil Streible's watch list headed into the November election. He says no matter who you're voting for, bot...
Options Flow: "Ton of Action" Ahead of Mag 7 Earnings
25 Oct 2024
Contributed by Lukas
Charles Schwab's Shane Skinner joins Market on Close to discuss current Gamma trading levels that stand out. Shane's watching the $5800 to $5850 range...
Oklo (OKLO) Founder & CEO on Nuclear Energy
25 Oct 2024
Contributed by Lukas
Jake Dewitte, Founder & CEO of Oklo Inc. (OKLO), joins Market on Close to discuss his company's role in the nuclear energy space. He recognizes th...
Mega Caps vs the Market
25 Oct 2024
Contributed by Lukas
“There’s only two markets: the mega caps and everything else,” says Mike Dickson. Next week most of the Magnificent 7 report earnings, so he thi...
Bar is "Pretty High" for AAPL Earnings
25 Oct 2024
Contributed by Lukas
Likefolio's Megan Brantley provides a "glass half-full" perspective on Apple (AAPL) ahead of its 4Q earnings report. She says search activity for a "n...
Options Trades in TSLA and NFLX
25 Oct 2024
Contributed by Lukas
After BIG earnings reports and BIG moves higher, Alex Coffey takes a look at Tesla (TSLA) and Netflix (NFLX) to close out the week. ======== Schwab ...
U.S. Consumer Sentiment Ahead of Election
25 Oct 2024
Contributed by Lukas
Eddie Yoon and Sam Burns join Nicole Petallides to dissect the latest Consumer Sentiment data. October's print showed a small uptick in the index and ...
Restaurant Pressures from Inflation, A.I. and Over-Tipping
25 Oct 2024
Contributed by Lukas
Dr. Emily Williams Knight acknowledges that consumers might be feeling "tipping fatigue" from the food service industry. Furthermore, she points to cr...
Second Wave of the A.I. Boom
25 Oct 2024
Contributed by Lukas
Ross Givens says Nvidia (NVDA), Supermicro (SMCI) were part of the 1st wave in the A.I. Boom. But now, he sees "backdoor" plays in the A.I. investment...
Markets in the "Calm Before the Storm"
25 Oct 2024
Contributed by Lukas
David Stryzewski says there are 5 things moving the market right now: Election, Inflation, Interest Rates, the Fed, Earnings. He sees the metals minin...
"Next Week is Going to be a Fun One"
25 Oct 2024
Contributed by Lukas
Oliver Renick hangs up his host hat and joins Next Gen Investing as a contributor. Providing his own market commentary, Oliver weighs in on next week'...
AAPL A.I. Features Launch Next Week
25 Oct 2024
Contributed by Lukas
Apple (AAPL) delayed its release of its A.I. features to next week. Daniel Rubino says it will have some "really cool features" but isn't ready to cal...
Dan Ives: A.I. a $1 Trillion Dollar Story for TSLA
25 Oct 2024
Contributed by Lukas
Wedbush's Dan Ives is back and has a message for Tesla (TSLA) bears: Go back into hibernation mode. Ives has a $300 price target on Elon Musk's E.V. c...
The Big 3: AMZN, AAPL, AMD
25 Oct 2024
Contributed by Lukas
Triple AAA's today on the Big 3 with Amazon (AMZN), Apple (AAPL) and AMD Inc. (AMD). Joe Tigay provides the fundamentals on the megacap Tech names &am...
U.S. Election, October Jobs Report & The "Out of Touch" Fed
25 Oct 2024
Contributed by Lukas
The next 2 weeks offer potentially mega-macro moving events: the October Jobs report and the U.S. Election. Andrew Brenner pushes past the noise of el...
Fed & Election Uncertainty is Weighing on Consumers
25 Oct 2024
Contributed by Lukas
"Economic growth has been solid so far," says Olu Omodunbi. He notes that the labor market is still solid and it's overall a good economy. He discusse...
FTC Dresses Down TPR/CPRI Merger, COF Charges Higher
25 Oct 2024
Contributed by Lukas
Diane King Hall delivers the Morning Movers from the NYSE site. Capri (CPRI) and Tapestry (TPR) face government roadblocks in their potential merger. ...
Trick or Treat? Megacap Tech Earnings (META, GOOGL, AMZN)
25 Oct 2024
Contributed by Lukas
A.I. Capex is the name of the game when it comes to next week's Mag 7 earnings reports from Meta Platforms (META), Alphabet (GOOGL) and Amazon (AMZN)....
Bond Strategies Amid Market Volatility
25 Oct 2024
Contributed by Lukas
Bond market volatility is higher than stock volatility, notes Jack Janasiewicz, but expects it to settle after the U.S. election. He discusses potenti...
Morning Minute: Friday, October 25 (AAPL, WDC, COF)
25 Oct 2024
Contributed by Lukas
Apple (AAPL) gets a downgrade, Western Digital (WDC) post a big revenue jump, and Capital One (COF) rises after its latest earnings report. ======== ...
Volatility to Watch Next Week
25 Oct 2024
Contributed by Lukas
Scott Bauer warns that the market could see big swings next week with big tech earnings and important economic data just ahead of the U.S. election. H...