Schwab Network

Hold Gold Physically, Not on Paper

31 Oct 2024

Contributed by Lukas

Falling rates are good for gold, says Alan Hibbard, who expects strength to continue. He talks about how to get involved in the gold trade. He prefers...

Intel (INTC) Expectations Low Ahead of Earnings Report

31 Oct 2024

Contributed by Lukas

Intel (INTC) reports earnings after the bell; Matt Maley joins to break down expectations. “On the positive side, expectations are so low,” he lau...

Buying the Dip in a Risk-On Market

31 Oct 2024

Contributed by Lukas

“Investors should be buying this dip,” says Darius Dale, citing a dovish Fed, global market strength, and particularly U.S. strength. He says the ...

LMND Rally Shows Pricing Power of Insurance Industry

31 Oct 2024

Contributed by Lukas

Lemonade (LMND) rallied to a 52-week high after reporting narrower losses than expected and free cash flow growth. The company utilizes A.I., but Geor...

UBER "Exactly the Type of Company We Want to Bet On"

31 Oct 2024

Contributed by Lukas

LikeFolio's Andy Swan says Wall Street got the reaction wrong to Uber Technologies' (UBER) earnings. He points to factors that he believes keeps Uber ...

360 Round: MGM Resorts (MGM)

31 Oct 2024

Contributed by Lukas

MGM is down after an earnings miss. Zach Warring prefers Wynn Resorts (WYNN) to MGM Resorts (MGM) and thinks Las Vegas Sands (LVS) is overvalued right...

Market Coming Down with the Flu?

31 Oct 2024

Contributed by Lukas

“The market isn’t as healthy as everyone thinks,” says Jonathan D. Corpina, “we probably shouldn’t be trading at these levels.” He notes t...

Options Trades in TSLA and RIVN

31 Oct 2024

Contributed by Lukas

As Tesla's (TSLA) up-and-down October month comes to a close, Kevin Hincks looks back on a month that saw the EV maker hit 52-week highs and unveil it...

The Big 3: IRM, NFLX, RTX

31 Oct 2024

Contributed by Lukas

Aquiles Larrea is a fan of today's Big 3, it just comes to down to when investors should jump onto the stocks. He joins Rick Ducat in breaking down th...

Earnings Pressure for AMZN, AAPL & AMD's Race Against NVDA

31 Oct 2024

Contributed by Lukas

With Amazon's (AMZN) earnings, Daniel Newman expects to see strong cloud revenue growth after Microsoft (MSFT) and Meta Platforms (META) flexed A.I. s...

Informatica (INFA) CEO on Earnings Beat, Growth Strategy

31 Oct 2024

Contributed by Lukas

Amit Walia, CEO of Informatica (INFA), joins to discuss the latest earnings beat. He explains that Informatica runs an A.I.-powered platform that mana...

MSFT, GOOGL "Overpenalized" & LLY, CMG "Overvalued"

31 Oct 2024

Contributed by Lukas

According to Dave Sekera with Morningstar, the markets are reacting too harshly to Meta Platforms (META) and Microsoft's (MSFT) earnings. He says both...

Advertising and AWS Key in AMZN Earnings

31 Oct 2024

Contributed by Lukas

Wedbush's Scott Devitt says he's "constructive going into the print" for Amazon (AMZN). He points to A.I. usage by Microsoft (MSFT) and Meta Platforms...

Intense Selling Pressure Ignites After Big Tech Disappoints

31 Oct 2024

Contributed by Lukas

Microsoft (MSFT) and Meta Platforms (META) didn't meet investor expectations. Kevin Green points to the two stocks as catalysts for the S&P 500's ...

UBER Drops Off, DASH Posts First Profit, SBUX's Pending Changes

31 Oct 2024

Contributed by Lukas

Uber Technologies (UBER) reported an earnings beat but investors have an issue with its bookings outlook. A rising competitor in Doordash (DASH) poste...

Measuring Big Tech CapEx & Inflation Ahead of Fed Meeting

31 Oct 2024

Contributed by Lukas

Liz Ann Sonders with Charles Schwab discusses the impact of the market's A.I. focus. She expects CapEx estimates to broaden around the phenomenon head...

Stock Market Morning Minute: META, MSFT, CVNA earnings

31 Oct 2024

Contributed by Lukas

Tech earnings season continues as Meta Platforms (META) user growth data disappoints, Microsoft (MSFT) guidance disappoints, and Carvana (CVNA) surges...

Stock Market Today: MSFT Up & META Down on Earnings, LLY Plunges

30 Oct 2024

Contributed by Lukas

Markets faded before Mag 7 earnings dropped after the closing bell. Of those reports, Microsoft (MSFT) climbed higher on its earnings beat while Meta ...

EARNINGS ALERT: COIN, ROKU

30 Oct 2024

Contributed by Lukas

Crypto giant Coinbase (COIN) slides after a revenue miss over $40M on the top-line. George Tsilis says the estimates may have been "quite aggressive" ...

EARNINGS ALERT: MSFT, META, SBUX, DASH

30 Oct 2024

Contributed by Lukas

Microsoft (MSFT) is Wednesday's first big-tech earnings name out of the gates with a total revenue beat, but an apparent miss on its Cloud business re...

"Rest of the World is Watching" U.S. Presidential Election

30 Oct 2024

Contributed by Lukas

Michelle Gibley says the outcome of next week's presidential election will set the tone on taxes. She points to tentative tariffs on China as a leadin...

Bond Bears Chomping on Short-End of the Curve

30 Oct 2024

Contributed by Lukas

Dan Deming has his eyes on the bond market as investors weigh important economic data this week. In terms of Friday's jobs report, Dan is expecting a ...

VIX Up, Stocks Up Environment Suggests the Market Will Break Soon

30 Oct 2024

Contributed by Lukas

Signs of exhaustion were seen during the trading day, but Kevin Green believes bids into semiconductor names can offer a breather for the markets. He ...

Building the Foundation to A.I.'s Data Center Demand

30 Oct 2024

Contributed by Lukas

The A.I. boom opened Pandora's Box to powering the evolving technology. Ana Lai points to many opportunities companies are taking to lease spaces for ...

Fed Needs to Shift Focus on Inflation & Rate Cuts

30 Oct 2024

Contributed by Lukas

Campbell Harvey says consumers have grown satisfied with GDP growth under 3% when the U.S. should aim higher. He believes inflationary issues can reig...

Election and the Economy

30 Oct 2024

Contributed by Lukas

David Burns, CEO of Vitech, joins Nicole Petallides at the NYSE site to discuss economic implications from next week's Presidential election. He says ...

FSLR Earnings Show Dark Cloud Over Solar Industry

30 Oct 2024

Contributed by Lukas

Rob Uek calls First Solar (FSLR) the best name in the solar industry. Despite that, it disappointed in earnings as the industry struggles through unce...

RDDT Paving Its Path in the Social Media Space

30 Oct 2024

Contributed by Lukas

Reddit (RDDT) soared on a massive rally after turning a profit and raising its fourth quarter guidance. Seema Shah says the company is significantly s...

'A.I. Starting to Add Value and Profitability'

30 Oct 2024

Contributed by Lukas

Luke Lloyd joins the Watch List with his eyes on Big Tech names, the A.I. theme and several potential investing opportunities in today's market. He sh...

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...