Schwab Network
Episodes
Tuning out the Noise on Fed Cuts with Chirag Shah
10 Sep 2025
Contributed by Lukas
Chirag Shah reacts to August PPI, previews potential CPI numbers, and discusses his expectations for Fed rate cuts. He looks at the bond market and sa...
SNPS Slides 30%, GME "Strong" 2Q Earnings, Klarna IPO
10 Sep 2025
Contributed by Lukas
Synopsys (SNPS) opened Wednesday as the biggest laggard in the SPX, down over 30% after it posted weaker-than-expected earnings and guidance. Sam Vada...
CHWY in Dog House After Earnings, Still Holds Long-Term Bull Case
10 Sep 2025
Contributed by Lukas
Arun Sundaram with CFRA says there's plenty of upside for Chewy (CHWY) despite Wednesday's post-earnings sell-off. He attributes the selling action to...
ORCL A.I. Guidance Stuns Wall Street, Analyzing AAPL iPhone 17 & AirPods
10 Sep 2025
Contributed by Lukas
Jenny Horne calls Oracle's (ORCL) earnings "really incredible" — and she's not alone, noting commentary from analysts who appear united in the cloud...
PPI Positive for Inflation Fight, Creates Questions Around FOMC Rate Cuts
10 Sep 2025
Contributed by Lukas
Wednesday's PPI report showed a one-tenth percent downtick when it comes to the headline number, with significant price decreases in energy. Kevin Hin...
SPX Continues Bullish Trend Post-PPI, Industrials Inch Toward Key Technical Level
10 Sep 2025
Contributed by Lukas
The SPX opened at an all-time high, as Kevin points to a bullish cross in the index adding support to the move. He's keeping an eye on the 6,530 as a ...
Gannon: Small Caps can Outperform Large Caps in 4Q
10 Sep 2025
Contributed by Lukas
Francis Gannon expects the Fed to lower rates in September based on recent economic data. Focusing on small caps, he sees opportunity and cheaper pric...
Options Corner: GOOGL Trading at All-Time Highs
10 Sep 2025
Contributed by Lukas
Alphabet (GOOGL) shares have skyrocketed to new all-time highs. Rick Ducat breaks down the chart's run-up and outperformance year-to-date. Rick hi...
Stocks at All-Time Highs in Historically Seasonal September
10 Sep 2025
Contributed by Lukas
Ben Fulton stops by the NYSE set to discuss current market performance, as the S&P 500 (SPX) points to a new all-time record high. He discusses th...
Healy: 4Q Flatline in Housing Market, 'Gangbusters' in 2026
10 Sep 2025
Contributed by Lukas
Following a recent dip in the 30-year mortgage rates, homebuyers stepped in according to the latest MBA Mortgage Application data. Rogers Healy joins ...
ORCL Rally Lifting Markets Ahead of PPI
10 Sep 2025
Contributed by Lukas
Stocks are shrugging off September's historically volatile reputation, with S&P 500 (SPX) futures hitting a record high ahead of Wednesday'...
Chart of the Day: AAPL Chart Flattening Out?
10 Sep 2025
Contributed by Lukas
Apple (AAPL) shares are in focus following the company's latest iPhone 17 and device announcements underwhelming investors. Rachel Dashiell swings...
Stock Market Today: MSFT's $19.4B NBIS Deal, AAPL "Awe Dropping" Event, ORCL Soars
09 Sep 2025
Contributed by Lukas
Even though the Bureau of Labor Statistics posted a sharp annual revision down in jobs, all major indices except the RUT saw record closes on the sess...
Jobs Data Revised Down: Economic Outlook and Fed’s Next Move
09 Sep 2025
Contributed by Lukas
The U.S. labor market created 911,000 fewer jobs than initially thought for the year ending in March, according to the Labor Department's updated jobs...
ORCL Guidance "Strong" After "Going All in On A.I."
09 Sep 2025
Contributed by Lukas
On the heels of Oracle's (ORCL) latest earnings report, Logan Gilland says it's all about the guidance. By "going all in on A.I." Lo...
Fixed Income Navigates Higher Rates: Bond ETFs & Corporate Issuance Surge
09 Sep 2025
Contributed by Lukas
Karen Veraa-Perry discusses the state of the fixed Income Market and ETFs, amid historically low yields and heightened rates volatility. With decades ...
Markets Ignore BLS Jobs Revision Lower, PPI to Put Investors to Test
09 Sep 2025
Contributed by Lukas
Nathan Peterson with Charles Schwab is surprised to see markets higher after the Bureau of Labor Statistics revised U.S. jobs 911,000 lower from April...
SEC & CFTC's "Peanut Butter and Chocolate" Crypto Collaboration
09 Sep 2025
Contributed by Lukas
CoinDesk's Andy Baehr says crypto's rise has forced the SEC and CFTC to collaborate and create a framework for cryptocurrency regulation. He d...
SPX Back Above 6,500, Volatility "Cheap" Into PPI, AMD Bull Flag
09 Sep 2025
Contributed by Lukas
The SPX showed shakiness but bounced off lows and muscled session gains that pushed the index back above 6,500. Kevin Green takes a closer look at the...
Car Buying in a Tariff World: Prices & Trends Explained
09 Sep 2025
Contributed by Lukas
Brian Moody breaks down the impact of tariffs on new car prices, which may not be as dramatic as expected. Many automakers are absorbing price increas...
ORCL Earnings: AI Demand and Cloud Competition in Focus
09 Sep 2025
Contributed by Lukas
Oracle Corp. (ORCL) reports earnings after the bell, with investors eyeing bookings momentum, backlog growth, and free cash flow. The company needs to...
S&P 500 Resilient: KR and CRM in Focus
09 Sep 2025
Contributed by Lukas
The S&P 500 Index continues to show resiliency, shrugging off bad news and buying every dip. Kevin Horner highlights the 50-day moving average as ...
Bull Run Continues: Undervalued Picks & Gold Hedge
09 Sep 2025
Contributed by Lukas
George Schultze shares his market outlook, suggesting the current bull run could have legs beyond its 3-year anniversary. Schultze expects the Fed to ...
August 2025 STAX: NVDA, PLTR & UNH Lead, META, AAPL & TSLA Lag
09 Sep 2025
Contributed by Lukas
Charles Schwab's Joe Mazzola says the August 2025 STAX saw a 4.5% uptick even though the SPX only moved 1.1% higher. He notes the divergence as a ...
UNH "Remarkable Story:" Road to Recovery Ahead After Reaffirming FY25 EPS Guidance
09 Sep 2025
Contributed by Lukas
UnitedHealth (UNH) remains more than 40% off all-time highs but is also about 50% off 52-week lows. George Tsilis says the company reaffirming EPS gui...
MSFT A.I. "Kingmaker" Status Through $19.4B NBIS Deal
09 Sep 2025
Contributed by Lukas
Nebius (NBIS) rallied upwards of 50% after Microsoft (MSFT) offered up to $19.4 billion for its A.I. infrastructure. Marley Kayden says it's the l...
CHWY's Surge: Auto-Ship Strength vs. Web Traffic Woes
09 Sep 2025
Contributed by Lukas
Likefolio's Andy Swan shares his take on Chewy's (CHWY) recent resurgence. Swan cites strong auto-ship metrics as a tailwind, with 82% of reve...
TSLA Needs EV "Win Today" to Fund Future, "Well Positioned" for 2026 & Beyond
09 Sep 2025
Contributed by Lukas
Austin Lyons understands the bullish optimism behind Tesla's (TSLA) A.I.-centric future. However, he argues it needs a "win today" in the EV space to ...
ORCL Earnings: Cloud Traction & Guidance Key to Continued Surge
09 Sep 2025
Contributed by Lukas
Oracle (ORCL) is set to report earnings after the bell. Dan Morgan breaks down the key metrics to watch, including cloud growth, which is expected to ...
Midcap Tech & Healthcare: Opportunities in a High-Valued Market
09 Sep 2025
Contributed by Lukas
Ann Miletti sees opportunity in a market where valuations may seem stretched. She's particularly bullish on midcap technology stocks, which are often ...
The Big 3: NDAQ, BLK, AVGO
09 Sep 2025
Contributed by Lukas
Nasdaq (NDAQ) is seeking SEC approval to use tokenized securities, something Jessica Inskip sees serving as a next leg up for the stock. She sees a si...
Powers: AAPL Needs to Take A.I. Seriously, iPhone & Devices Can Only Go So Far
09 Sep 2025
Contributed by Lukas
Paul Powers says he will either double down on his Apple (AAPL) shares or sell them all after Tuesday's "Awe Dropping" event. His invest...
ASML Stake in Mistral AI, Lachlan Murdoch to Lead Fox, LULU Downgrade
09 Sep 2025
Contributed by Lukas
Oracle (ORCL) reports earnings after the close but Sam Vadas directs investor attention overseas to ASML Holding (ASML) after the company added a 11% ...
Tech Bulls Needed to Continue Momentum, XLK "Flag Formation" Signals Breakout
09 Sep 2025
Contributed by Lukas
Kevin Green says healthcare stocks are adding a nice "curveball" to Tuesday's upside action, though he believes tech will ultimately kee...
ORCL Dilemma: Impressive Growth Must Continue to Offset High Debt
09 Sep 2025
Contributed by Lukas
Marley Kayden talks about Oracle's (ORCL) earnings ahead of its report. She notes the stock's impressive 2025 rally after it showed strong clo...
Riesgo: FOMC Needs Cut & Dovish Guidance, Post-Meeting Sell-Off 'Buying Opportunity'
09 Sep 2025
Contributed by Lukas
Ahead of the Fed's September meeting, Ahmed Riesgo says it's not just a rate cut that will be critical for markets. He believes dovish guidanc...
Foreign Fiscal Deficits and the Nasdaq: A Global Tug of War
09 Sep 2025
Contributed by Lukas
Michelle Gibley says investors should keep an eye on foreign governments as they grapple with reducing fiscal deficits. With the Nasdaq hitting record...
Brace for PPI & CPI, Watch ORCL & Healthcare Stocks, AAPL Aims to "Awe" Investors
09 Sep 2025
Contributed by Lukas
Inflation remains at the center of investor attention, with Kevin Hincks pointing to this week's PPI and CPI prints on Wednesday and Thursday. He ...
All Eyes on AAPL iPhones & A.I., NBIS Up 50% on MSFT Deal
09 Sep 2025
Contributed by Lukas
Apple's (AAPL) "Awe Dropping" event at 1pm eastern aims to captivate investors and consumers alike as rumors swirl on around new iPhones...
Options Corner: AAPL Example Trade
09 Sep 2025
Contributed by Lukas
Apple (AAPL) is expected to reveal its iPhone 17 today at the company's "Awe Dropping" event. Before the festivities begin, Rick Ducat l...
Why Regional Banks Present 'Great Opportunity to Grow'
09 Sep 2025
Contributed by Lukas
Adam Turmakhan joins Diane King Hall at the NYSE set to discuss the financial sector, specifically some of the smaller regional banks. On the heels of...
ORCL Cloud Play: "Firmly Established"
09 Sep 2025
Contributed by Lukas
Steven Dickens says Oracle (ORCL) is a "fourth hyperscaler" and has become "firmly established" among the cloud players. He adds t...
Chart of the Day: DKS Upgrade to Buy
09 Sep 2025
Contributed by Lukas
Citi upgrades Dick's Sporting Goods (DKS) to a buy rating after the company completed its acquisition of Foot Locker. Ben Watson laces up his tech...
"Bucking the Trend" for September Blues, Payrolls Revisions Key
09 Sep 2025
Contributed by Lukas
Kevin Green is back on Morning Movers with investors awaiting an update on the latest labor market numbers. The BLS will release revisions to the late...
"It's Go Time" for Bitcoin, Will be "Best Performing Asset" Over Next Decade
08 Sep 2025
Contributed by Lukas
James Gernetzke says the GENIUS Act, among other legislative efforts to standardize Bitcoin, added lots of credibility and investor confidence to Bitc...
Stock Market Today: NVDA Price Target Cut, AVGO All-Time High, SATS & SpaceX Deal
08 Sep 2025
Contributed by Lukas
Markets rallied to kick off the week that included a continuing all-time high run from Broadcom (AVGO) Nvidia (NVDA) also tacked on session gains desp...
Gerber: AAPL Has iPhone Battery Issue, GOOGL Partnership Will be Beneficial
08 Sep 2025
Contributed by Lukas
"It seems like there hasn't been an 'awe dropping' event in nearly a decade" for Apple (AAPL), says Ross Gerber. He says part of...
Overlooked Stock: Eightco Rallies 3,000% After Dan Ives Joins Board
08 Sep 2025
Contributed by Lukas
Eightco Holdings (OCTO) went from closing at $1.50 on Friday to $45 on Monday. George Tsilis points to two reasons the stock catapulted to the upside....
"Full Plate" of Economic Data Can Change FOMC's Appetite on Rate Cuts
08 Sep 2025
Contributed by Lukas
With CPI, PPI, and jobless claims prints still to come later this week, Charles Schwab's Joe Mazzola urges investors to watch for any shift in int...
Bauer: Potential ‘Violent’ Move in Crypto, Finally Turning Short on Gold
08 Sep 2025
Contributed by Lukas
Scott Bauer covers the commodities market – and finally took a short position in gold. After months of “buy the dip,” he thinks price has gotten...
Agilent (A) CEO on PFAS Testing Growth & Creating Advanced Instruments for Science
08 Sep 2025
Contributed by Lukas
Padraig McDonnell, CEO of Agilent (A), joins to discuss the company’s latest earnings. Agilent creates analytical instruments and software for life ...
Hodge: 'Not So Sure' SCOTUS Will Rule for Trump's Tariffs, 'Will Get to Same Place' Anyway
08 Sep 2025
Contributed by Lukas
Christopher Hodge is not confident the Supreme Court will rule for President Trump's tariffs in the way he implemented them. That said, there's other ...
Risk-On Strategies with Blackrock’s Kristy Akullian
08 Sep 2025
Contributed by Lukas
Kristy Akullian of Blackrock is still relatively risk-on, but warns the environment is “more prone to volatility.” She offers examples of ETFs Bla...
Martin’s Tech Picks: LYV, IOT
08 Sep 2025
Contributed by Lukas
Thomas Martin’s big picture is “sanguine.” The market is “chugging right along,” but there are a “lot of crosscurrents,” which means inv...
Gorilla (GRRR) CEO on APAC Government Contract & International A.I. Growth
08 Sep 2025
Contributed by Lukas
Jay Chandan, CEO of Gorilla Technology (GRRR), returns to the Watch List to talk about his company's recent success in securing a "multi-mill...
Riethmiller: Opportunities in Small to Mid Caps, but Beware Rates Falling Fast
08 Sep 2025
Contributed by Lukas
“The Fed’s not going to move quickly.” Jeremiah Riethmiller doesn’t expect the Fed to up a potential rate cut to 50 basis point, anticipating ...
'Race for Spectrum:' SpaceX's $17B SATS Deal Shakes Telecom Industry
08 Sep 2025
Contributed by Lukas
SpaceX will pay $17 billion to use EchoStar's (SATS) spectrum services. The company jumped to all-time highs on the announcement. George Tsilis sa...
Explaining the Consumer Health Index & its Recent Findings
08 Sep 2025
Contributed by Lukas
Kayla Brunn breaks down the Consumer Health Index, designed to track consumer demand “in real time.” Based on sentiment and unemployment data her ...
AAPL Customers "Ready for New Phone," A.I. Partnership Will "Win" A.I. Race
08 Sep 2025
Contributed by Lukas
LikeFolio's data shows a significant uptick in searches for Apple's (AAPL) products ahead of its "awe dropping" product reveal on Tu...
AAPL 'Treasury Bill of Technology,' Long Road Ahead for A.I. Development
08 Sep 2025
Contributed by Lukas
Nancy Tengler argues that Apple (AAPL) is a stock you "want to hold" and "buy on weakness." She considers Apple the "U.S. tre...
Finding Defensive Positions Amid ‘The Most Hated Rally’
08 Sep 2025
Contributed by Lukas
Michael Underhill points out that the latest GDP was driven more by AI spending than consumer spending. Investors are looking for defensive positions ...
The Big 3: JPM, GLD, CHWY
08 Sep 2025
Contributed by Lukas
Prosper Trading Academy's Scott Bauer gives his take on the "hated" market rally and how it plays into today's Big 3. For JPMorgan Chase (JPM), he see...
Jacobsen: ‘Big Beautiful Bill’ Needs to Kick In, 3 Rate Cuts Before 2025
08 Sep 2025
Contributed by Lukas
Brian Jacobsen wants to see the ‘Big Beautiful Bill’ actually start improving the economy. He discusses how tariffs have been impacting earnings a...
Hatfield: 3 Rate Cuts Before Year End, Reviewing Fed Chair Candidates
08 Sep 2025
Contributed by Lukas
“We’ve been predicting all year that we’d have two or three cuts,” Jay Hatfield says, calling for three before the end of 2025 to bring rates ...
Brauer: TSLA FSD "Years Away," EV to Face U.S. Challenges, Musk Pay Package "Optimistic"
08 Sep 2025
Contributed by Lukas
Tesla (TSLA) will face several headwinds in the coming months, says Karl Brauer. He says the company needs to pivot on focus for future products. That...
Phillip Bullish on GOOGL Antitrust Outcome, Concerned on Valuation
08 Sep 2025
Contributed by Lukas
Phillip Securities issued a downgrade for Alphabet (GOOGL) even as it sees positive outcomes from not having to divest Google Chrome. However, a valua...
ORCL Price Target Hikes Ahead of Earnings, AAPL "Awe Dropping" Event, SATS Soars 20%
08 Sep 2025
Contributed by Lukas
Oracle (ORCL) received price target hikes from Barclays, Morgan Stanley, and JPMorgan ahead of Tuesday's earnings. Sam Vadas notes bullish takes from ...
PPI & CPI Crucial in Fed "Quiet Week," Barclays Moves Needle on Rate Cuts
08 Sep 2025
Contributed by Lukas
Kevin Hincks says we're moving into what he calls a "quiet week" for the FOMC, which makes this week's economic data more important. He highlights the...
Watching the SPX Technical Picture for Potential September Slump
08 Sep 2025
Contributed by Lukas
Will Tamplin is watching the slope of the 20-day moving average on the SPX, and explains the market moves that would increase “downside risk.” He ...
Rare Price Target Cut for NVDA, APP Joining the SPX
08 Sep 2025
Contributed by Lukas
Citi cut its price target on Nvidia (NVDA) on the back of Broadcom's (AVGO) $10 billion A.I. chip deal announced last week. Jenny Horne says the cut i...
Options Corner: TSLA Example Trade
08 Sep 2025
Contributed by Lukas
Tesla (TSLA) continues to outperform the legacy automakers over the past year. Rick Ducat breaks down the technical conditions for its chart, pointing...
September Seasonality: Diversification & Barbell Approach to Your Portfolio
08 Sep 2025
Contributed by Lukas
Mike Dickson says the labor market is something to pay attention to this month and believes September could be "rocky." He cites historical ...
Previewing ORCL Earnings & Looking for "Momentum"
08 Sep 2025
Contributed by Lukas
Paul Meeks looks at Oracle (ORCL) ahead of the company's earnings report. He expects them to continue to show momentum as it plays a central role ...
Woods: "Most Hated" Market Rally Underway, Tariffs "Most Uncertain" Mover Right Now
08 Sep 2025
Contributed by Lukas
Jay Woods joins Diane King Hall at the NYSE set to kick off the new week of trading. On the heels of Friday's market movement after the latest job...
Chart of the Day: NVDA "Taking a Little Breather"
08 Sep 2025
Contributed by Lukas
Looking at the chart for Nvidia (NVDA), Rachel Dashiell says its had "an incredible run" for the last few months. She displays a 90-day char...
ORCL, ADBE & CHWY: Charting Stocks Near End of Earnings Season
08 Sep 2025
Contributed by Lukas
Earnings season is winding down but there's still key companies to watch heading into this week. Alex Coffey talks about Oracle's (ORCL) importance wh...
Pachman: All Labor Sectors Except Healthcare in Recession, ‘Structural Tornado’ Coming
07 Sep 2025
Contributed by Lukas
Eric Pachman breaks down the August jobs report. He notes that healthcare and social services are only 17% of jobs in the U.S. but is disproportionate...
Tech Corner: DKNG as NFL Season Begins
05 Sep 2025
Contributed by Lukas
As the fall football season kicks into full swing, DraftKings (DKNG) shares are hovering below 6-month highs. George Tsilis examines the online sports...
Stock Market This Week: GOOGL Keeps Chrome, AVGO Earnings & OpenAI Rally, LULU 5-Year Low
05 Sep 2025
Contributed by Lukas
Most indices closed higher even as seasonal volatility kicked off September trading. Alphabet (GOOGL) closed as one of the SPX's biggest winners, ...
Tariff Troubles: Supreme Court Decision Could Impact LULU & Other Margins
05 Sep 2025
Contributed by Lukas
Andrew Wang discusses the potential for the Supreme Court to weigh in on the Trump administration's authority to impose tariffs. With a federal ap...
Overlooked Stock: CRDO at All-Time High, Defines Role in A.I. Race
05 Sep 2025
Contributed by Lukas
George Tsilis turns to a stock many don't realize is important to the A.I. race: Credo Technology (CRDO). He talks about the company's ties to hypersc...
Nonfarm Payrolls "Confirms" Slowing Labor Market, Solidifies September Rate Cut
05 Sep 2025
Contributed by Lukas
Charles Schwab's Cooper Howard says Friday's nonfarm payrolls report confirms a lot of speculation surrounding a slower labor market. He adds ...
Commodities Rally: Gold Shines Amid Weak Jobs Report & Fed Rate Cut Speculation
05 Sep 2025
Contributed by Lukas
Phillip Streible examines the commodities market following a weak jobs report that sent 10-year Treasury yields to a low not seen since April. He disc...
SPX Consolidation & Tech Bull Flag: What to Watch Next Week
05 Sep 2025
Contributed by Lukas
Early turbulence on Friday led to consolidation throughout the rest of the day in the SPX. Kevin Green goes deeper into the technicals through the one...
Jobs Report Disappoints, but Labor Market Shows Resilience
05 Sep 2025
Contributed by Lukas
Despite a lackluster jobs report, Jordan Shapiro sees reasons to be optimistic about the U.S. labor market. He attributes job losses in manufacturing,...
Fed Rate Cut Likely: Quality Bonds and International Equities in Focus
05 Sep 2025
Contributed by Lukas
Jason Blackwell shares his insights on the Federal Reserve's potential rate cut. Blackwell believes a 25 basis point cut is more likely than 50 ba...
Can Jobs ‘Explode’ From Here?
05 Sep 2025
Contributed by Lukas
Patrick Mueller and Amy Glaser give their takeaways from the jobs report. Patrick thinks that jobs will begin to uptick from here. Amy agrees and is “...
HIVE CEO on Growth Through Bitcoin Mining, NVDA Partnership
05 Sep 2025
Contributed by Lukas
Aydin Kilic, CEO of HIVE Digital (HIVE), talks about how his company has quadrupled revenue over the past year. He credits the company's expansion fro...
Energy's Bull Case Lies in Massive Electrical Demand for A.I.
05 Sep 2025
Contributed by Lukas
"Electricity will run the economy moving forward," says Rob Thummel, who sees a 75% increase in electricity demand from now through 2050. A....
‘Get Granular’ to Find Value: BMY, MCK, WHR & More
05 Sep 2025
Contributed by Lukas
John Buckingham takes the value-oriented approach, and he “likes what he’s seen” for those assets this week. “Investors should really focus on...
Cloud Acceleration Optimal for ORCL Post-Earnings Rally
05 Sep 2025
Contributed by Lukas
After Oracle (ORCL) rallied almost 40% so far in 2025, Marley Kayden points to high expectations for the stock to continue its impressive rally. Growt...
NFLX Momentum Slows, Ads & A.I. Leverage to Increase Volume on Growth Story
05 Sep 2025
Contributed by Lukas
More people are using streaming as their primary way to watch TV now more than ever. LikeFolio's data shows year-over-year visits to Netflix (NFLX...
Labor Market is Still ‘Fundamentally Tight’ But Fed Will Start Cutting to 3%
05 Sep 2025
Contributed by Lukas
“The data’s just not strong,” Steven Ricchiuto says of the August jobs report, meaning the Fed has “cleared the last hurdle” before a rate c...
The Big 3: AEO, AVGO, HOUR
05 Sep 2025
Contributed by Lukas
StocksToTrade's Tim Bohen talks about the potential he still sees in three stocks that saw aggressive breakouts this week. He explains how American Ea...
Bianco: Fixed Income Should be a Bigger Part of Your Portfolio
05 Sep 2025
Contributed by Lukas
Joanne Bianco’s top recommendations are in corporate bonds. She thinks fixed income should play a bigger part in investors’ portfolios and highlig...
"What's Not to Like" on AVGO Earnings? "Viable" Candidate for Mag 7
05 Sep 2025
Contributed by Lukas
John Freeman says Broadcom's (AVGO) earnings was nothing short of "impressive." While he would like to see more details on the company&#...
BA 'Can't Afford' More Setbacks Amid Plans to Replace Striking Workers
05 Sep 2025
Contributed by Lukas
Reports say Boeing (BA) plans to replace the 3,200 workers on strike at its St. Louis plant. Marley Kayden notes that Boeing believes the strike itsel...
Swartz: 'Rare Opportunity' in LULU Sell-Off, Setting Up 2026 Story
05 Sep 2025
Contributed by Lukas
David Swartz believes Lululemon (LULU) stands as a high-quality company despite Friday's steep sell-off. While new products have underwhelmed amid...
ASML "Inflection Point," DOCU Higher on Earnings, COST Net Sales Jump
05 Sep 2025
Contributed by Lukas
Docusign (DOCU) moved higher after posting and earnings beat and doubling down on A.I. advancements. ASML Holding (ASML) is reaching an "inflection po...
Clark: Increase Small & Mid Cap Exposure, Healthcare ‘Contrarian Play’
05 Sep 2025
Contributed by Lukas
The jobs report was “lighter than expected,” says Brandon Clark, meaning the Fed is “very likely” to cut rates this month, but probably only 2...