Schwab Network

Overlooked Stock: SERV

14 Feb 2025

Contributed by Lukas

On top of removing its stake from Soundhound (SOUN), Nvidia (NVDA) also pulled out of Serve Robotics (SERV). The company launched as an IPO last April...

"Complacency" Below Market Highs & "Tariff Toolbox" Volatility Risk

14 Feb 2025

Contributed by Lukas

"It's steady as she goes" in today's markets, says Charles Schwab's Joe Mazzola. He says the market is trading just below all-ti...

Streible on What to Watch in Energy Markets

14 Feb 2025

Contributed by Lukas

Phil Streible discusses the potential commodity market impact of reciprocal tariffs, in addition to what to watch in energy markets. He looks at level...

Tech Corner: PLTR All-Time Highs

14 Feb 2025

Contributed by Lukas

Palantir (PLTR) shares soared to new all-time highs this week. George Tsilis examines the meteoric rise of this A.I. software company, and the signifi...

Friday's "Wash," Next Week's SPX Catalyst Potential & Gold's Bearish Signs

14 Feb 2025

Contributed by Lukas

Kevin Green says Friday's trading session will close as the lowest-volume day so far in 2025. However, after the long weekend, potential catalysts...

Vontier (VNT) CEO on Modernizing Convenience Retail & Growing Business

14 Feb 2025

Contributed by Lukas

Mark Morelli, President and CEO of Vontier (VNT), discusses consumer pressures and the company’s recent earnings. Vontier has been “a little cauti...

Market Pricing in Trump v. Powell, Interest Rate Positioning

14 Feb 2025

Contributed by Lukas

Matt Rowe believes the market is walking a tightrope of interest rates. Between President Trump and Fed Chair Jerome Powell's views on rates, comb...

The Upside to January Retail Sales: Bar & Restaurant Strength, Egg Prices as Outlier

14 Feb 2025

Contributed by Lukas

Ted Rossman and Sucharita Kodali react to January Retail Sales missing expectations. They both see upside in the year-over-year numbers despite the mo...

COIN's "Fantastic" Quarter Shows Crypto Industry's Growth Potential

14 Feb 2025

Contributed by Lukas

Earnings from Coinbase (COIN) show strength across the crypto space, according to Owen Lau. The company's dip in stock price is something he expec...

Siddell: See an ‘Awful Lot of Volatility’ Ahead, Some Sectors ‘Pushing Bear Territory’

14 Feb 2025

Contributed by Lukas

Ed Siddell says tariffs are a powerful negotiating tactic as Trump looks for “reciprocity” in global trade. “It’s going to be a little bit pai...

"All Good News" for Cybersecurity & PANW's Acquisition Powerhouse

14 Feb 2025

Contributed by Lukas

Dr. Chris Pierson says the cybersecurity space isn't going anywhere. Increasing reliance on the technology in the private and public sectors is ke...

NVDA Sells All SOUN Shares, Resets Investor Expectations

14 Feb 2025

Contributed by Lukas

Nvidia (NVDA) sold its entire stake in Soundhound (SOUN), according to Nvidia's latest 13-F filing. News of the sale plunged Soundhound shares, wh...

Holiday Sales Beat vs January Miss: Consumer in Trouble?

14 Feb 2025

Contributed by Lukas

Bea Chiem compares holiday sales surpassing expectations vs January’s retail sales drop. “It may not indicate a trend,” she says, but notes that...

TTD Remains in "Excellent" Position Despite "Shocking" Earnings

14 Feb 2025

Contributed by Lukas

LikeFolio's Megan Brantley calls The Trade Desk's (TTD) latest earnings and following sell-off "shocking." Despite the company's...

AAPL to Use BABA's A.I. Tech: Bridge Between U.S. & China?

14 Feb 2025

Contributed by Lukas

Alibaba (BABA) tapped highs it hasn't seen since 2022 after Apple (AAPL) announced it will partnership with the company to launch Apple Intelligen...

360 Round: DKNG Overvalued, MGM Waiting on ‘Macau Resurgence’

14 Feb 2025

Contributed by Lukas

Zach Warring and Dan Crowley check the odds on gaming stocks. Zach calls DraftKings (DKNG) a “leader” but thinks the stock has run up too far, nec...

The Big 3: ABBV, EA, CEG

14 Feb 2025

Contributed by Lukas

Today's Big 3 focuses on companies that couldn't be more different, but Prosper Trading Academy's Mike Shorr points to one thing they have...

Finding Opportunities Despite Market ‘Fatigue’

14 Feb 2025

Contributed by Lukas

Katy Kaminski thinks investors are “dealing with fatigue” over policy uncertainty. She sees buying opportunities in fixed income. She also points ...

Northpointe (NPB) CEO on IPO & Growing Mortgage Business

14 Feb 2025

Contributed by Lukas

Chuck Williams, CEO of Northpointe Bancshares (NPB), discusses the company’s IPO and its growth journey. He highlights their growing mortgage busine...

Will U.S. Tariffs Slow Global Growth?

14 Feb 2025

Contributed by Lukas

Mabrouk Chetouane discusses his predictions of slower global economic growth. He reacts to the delayed tariffs and the potential of a trade war, sayin...

Options Trades: TSLA Bullish Call Diagonal, META Hits New All-Time High

14 Feb 2025

Contributed by Lukas

Kevin Hincks wraps up the trading week with example options trades in Tesla (TSLA) and Meta Platforms (META). For Tesla, shares have been volatile in ...

PANW Positive "Long-Term Story Hasn't Changed"

14 Feb 2025

Contributed by Lukas

Jamie Meyers dissects Palo Alto Networks' (PANW) earnings, pointing to positive efforts underway in the company's long-term story. Shares of P...

Options Corner: INTC Rally Underway?

14 Feb 2025

Contributed by Lukas

Following bullish commentary from VP J.D. Vance, Intel (INTC) shares have surged this week. Rick Ducat points to a near-term reversal in the overall d...

INTC on Best Week in Decades, Explores TSM Collaboration

14 Feb 2025

Contributed by Lukas

Intel (INTC) had a huge week on Wall Street after the Trump administration said it plans to bolster the American A.I. trade with American-made chips. ...

Inside Out: Homebuilders in Focus, Example Trades on TOL & LEN

14 Feb 2025

Contributed by Lukas

Alex Barron goes Inside Out on the homebuilding sector. He previews quarterly earnings for Toll Brothers (TOL), which reports on Tuesday afternoon. He...

Market Breadth Keeps SPX Steady, Weekend Volatility Lingers & Earnings Movers

14 Feb 2025

Contributed by Lukas

The SPX eyes a new all-time high close before the long weekend. According to Kevin Green, 70% of stocks in the SPX trading higher helps make that mile...

MRNA Reiterates Guidance, Bird Flu Vaccine in Pipeline

14 Feb 2025

Contributed by Lukas

Jenny Horne examines earnings figures from biotech giant Moderna (MRNA). The company reported a 4Q loss as it continues to reposition itself following...

Dawson: Market Valuations Near 'Ceiling'

14 Feb 2025

Contributed by Lukas

Cameron Dawson tells Diane King Hall her base case for 2025 market performance is "a wide choppy range over the course of the year." She say...

‘Macro Tailwinds’ for ABNB & DKNG Earnings

14 Feb 2025

Contributed by Lukas

Alonso Munoz reacts to overnight earnings reports from Airbnb (ABNB) and DraftKings (DKNG). He says ABNB “crushed earnings” and sees “macro tail...

PANW & COIN Slide After Earnings

14 Feb 2025

Contributed by Lukas

Kevin Green joins Morning Movers to break down some the biggest earnings movers: Palo Alto Networks (PANW) and Coinbase (COIN). Then, he tells Nicole ...

Chart of the Day: ROKU Up After Earnings Beat

14 Feb 2025

Contributed by Lukas

Rachell Dashiell’s Chart of the Day is Roku (ROKU) after it beat Street estimates on its quarterly earnings. She looks at the short and long term fo...

Stock Market Morning Minute: ABNB, PANW, GME

14 Feb 2025

Contributed by Lukas

Airbnb (ABNB) rises after better-than-expected earnings. Palo Alto Networks (PANW) fades despite topping 2Q earnings estimates. And, GameStop (GME) sh...

EARNINGS ALERT: PANW, ABNB, WYNN

13 Feb 2025

Contributed by Lukas

Despite green arrows for the overall markets, earnings movers painted a slightly different picture. Palo Alto Networks (PANW) slipped as EPS and Reven...

Stock Market Today: PANW Slips, DDOG's Weak Guidance & APP's Rally Continues

13 Feb 2025

Contributed by Lukas

The indices closed higher along with the SPX's 11 sectors, but not all stocks saw green arrows. Palo Alto Networks (PANW) slipped after hours foll...

EARNINGS ALERT: COIN

13 Feb 2025

Contributed by Lukas

Coinbase (COIN) experienced postmarket volatility after it released its latest earnings report. George Tsilis takes a closer look at the report and ta...

Likefolio: Deregulation ‘Double-Edged Sword’ for COIN

13 Feb 2025

Contributed by Lukas

Likefolio’s Andy Swan brings their sentiment data for Coinbase (COIN) before their earnings after the close. He calls the deregulatory environment a...

Stocks Look Good, Bonds Suspicious

13 Feb 2025

Contributed by Lukas

Bulls look amped for a breakout with $MAGS bouncing right when it needed to, says OJ Renick, but bonds and the dollar look a bit suspicious too.======...

Market 'Patient' in Tariff Outcomes, Trump v. Powell on Interest Rates

13 Feb 2025

Contributed by Lukas

Mike Townsend offers a Charles Schwab Big Picture perspective on the new reciprocal tariffs President Trump announced. The tagline: "everything&#...

Trading Implied Volatility vs Realized Volatility

13 Feb 2025

Contributed by Lukas

Kevin Davitt tackles dispersion and options market strategies. He charts NDX implied volatility vs realized volatility and gives his outlook on the re...

DKNG Earnings, MGM's Successes & the Gaming Industry's Big Bets

13 Feb 2025

Contributed by Lukas

Chad Benyon talks casinos ahead of Wynn Resort (WYNN) earnings. He highlights MGM Resorts (MGM) and DraftKings (DKNG) as potential opportunities in th...

SPX's Resistance Can Become New Support, 20-Day SMA Holds

13 Feb 2025

Contributed by Lukas

The SPX is on the verge of tapping new highs. Kevin Green turns to the index's squeeze potential heading into Friday. One strong bull signal is th...

Noel Smith: ‘Rent the Market’, Don’t ‘Own the Market’

13 Feb 2025

Contributed by Lukas

Noel Smith looks for potential volatility catalysts on the calendar. He describes a short options strategy in VIX futures and surveys dispersion in th...

Airbnb (ABNB) Ahead of Earnings: Not Much Room to Upside?

13 Feb 2025

Contributed by Lukas

Scott Devitt and Dan Wasiolek preview Airbnb (ABNB) before its earnings report Thursday afternoon. Dan says Airbnb has been a “victim of its own suc...

Reciprocal Tariffs 'Contain' Earnings Impact, Path to 'Deescalating' Trade War

13 Feb 2025

Contributed by Lukas

President Trump announced a new round of reciprocal tariffs against several countries. Charles Schwab's Michelle Gibley calls them a "plan of...

e2Companies CEO on Energy Efficiency With A.I.

13 Feb 2025

Contributed by Lukas

James Richmond, CEO of e2Companies, talks the future of energy demand and the company’s plan to go public. He discusses the company’s use of A.I. ...

Lloyd: Tariffs Will Benefit ‘The Whole World’

13 Feb 2025

Contributed by Lukas

Luke Lloyd calls 2025 the year of “exuding confidence.” He thinks the equal-weight S&P 500 will outperform the normal SPX as other companies c...

COIN's Competition Risks & Long Road to Regulation

13 Feb 2025

Contributed by Lukas

Coinbase (COIN) reports earnings after the closing bell. John Wu believes the runway for growth remains steady, though how fast Coinbase can run depen...

Options Trades: Bullish Strategies in NVDA and BA

13 Feb 2025

Contributed by Lukas

Kevin Hincks provides example options trades for Nvidia (NVDA) and Boeing (BA). Nvidia reports earnings on February 26. The chipmaker is relatively fl...

January Inflation Reports: Consumer Strong but Fed Done Cutting

13 Feb 2025

Contributed by Lukas

Stephen Kolano and Scott Ladner look at January’s inflation reports. Stephen thinks that “inflation is yet to come” because goods prices are ele...

Pagaya (PGY) CEO on Financial Services, Earnings Beat & Partnerships

13 Feb 2025

Contributed by Lukas

Gal Krubiner, CEO of Pagaya (PGY), joins Trading 360 to discuss the company’s business and recent earnings. Pagaya, founded in 2016, uses data scien...

The Big 3: AMSC, PFE, GOLD

13 Feb 2025

Contributed by Lukas

Alan Knuckman turns to stocks he believes aren't as renowned as their peers. He explains why he's watching American Superconductor (ASMC), Pfi...

Lloyd: $7 Trillion in Money Market Funds Not Coming to Equities

13 Feb 2025

Contributed by Lukas

Matt Lloyd is focusing on shorter time frames in this “sanguine” market. He looks at emerging markets, bonds, and U.S. indices. He likes financial...

Investors "Happy" with PANW, Valuation Test in Earnings

13 Feb 2025

Contributed by Lukas

Jeff Pierce says cybersecurity isn't going away any time soon. The question surrounds whether Palo Alto Networks (PANW) will maintain its massive upsi...

NEM Example Trade as Gold Breaks Out

13 Feb 2025

Contributed by Lukas

Tony Zhang offers an example trade for Newmont Mining (NEM) on the back of gold breaking above $2800. He calls NEM “one of the best opportunities”...

Yields, Dollar Focus of 'Technical Reversal' & CSCO, RDDT, DE Earnings Recap

13 Feb 2025

Contributed by Lukas

Green arrows kicked off the trading day after PPI fell in-line with Wednesday's CPI data. Kevin Green points to "technical reversal" sig...

IBM "Back in Vogue" & NVDA's $135 Test

13 Feb 2025

Contributed by Lukas

Old is new again, according to Mish Schneider. She thinks IBM Corp. (IBM) can break through $350 as investors realize its potential in the A.I. trade....

Sticky Inflation Igniting Volatility, Danger of "Debt Bubble" Bursting

13 Feb 2025

Contributed by Lukas

Rebecca Walser says now may not be the time to "chase winners" in a time of uncertainty. She says sticky inflation and the Trump administrat...

Options Corner: PANW Earnings Trade

13 Feb 2025

Contributed by Lukas

Palo Alto Networks (PANW) has rallied to start 2025, and its upcoming earnings report could act as a catalyst. Rick Ducat examines technical patterns ...

APP Soars & TTD Sinks: Perfection Name of the Software Game

13 Feb 2025

Contributed by Lukas

Applovin (APP) continues its massive rally after posting a blockbuster earnings report that included 73% advertising revenue growth. Contrasting that ...

Jablonski: DDOG "Buy On the Dip" and "Neutral" on DE

13 Feb 2025

Contributed by Lukas

Sylvia Jablonski says this earnings season, investors' focus has been on company's forward guidance. She looks at Datadog (DDOG) following its...

COIN ‘Stable’ & ‘Boring’ Status an Asset in Crypto

13 Feb 2025

Contributed by Lukas

Sara Kunst previews Coinbase (COIN) earnings, saying the “crypto winter is certainly over” but “Coinbase hasn’t warmed up all that much.” Sh...

CSCO Accelerating A.I. Business, DE Signals Pain

13 Feb 2025

Contributed by Lukas

Cisco (CSCO) jumps higher after a strong 2Q earnings report, its 11th straight earnings beat. The company points to accelerating demand for the Cisco&...

Chart of the Day: Applovin (APP)

13 Feb 2025

Contributed by Lukas

Ben Watson’s Chart of the Day is Applovin (APP) after earnings. He points out a “tone change” in the chart in November after a jump higher. He l...

RDDT Falls, CEO Shakes Off Google Search Issue

13 Feb 2025

Contributed by Lukas

Shares of Reddit (RDDT) fell sharply following its latest quarterly earnings report. CEO Steve Huffman confirmed that a Google search algorithm change...

Stock Market Morning Minute: RDDT, CSCO, TTD Earnings Movers

13 Feb 2025

Contributed by Lukas

Reddit (RDDT) drops after earnings and an issue with Google's algorithm affecting user traffic. Cisco (CSCO) beat earnings for its 11th consecutiv...

Stock Market Today: CSCO Beats, CVS's Milestone Rally & VRT Sells

12 Feb 2025

Contributed by Lukas

Lots of red in Wall Street with all indices except the NDX closing down. One tech stock that shined after hours was Cisco (CSCO) after posting an earn...

Regime Shift Brewing in Markets

12 Feb 2025

Contributed by Lukas

OJ Renick's Risk Radar is all yellow as the dollar stalls out amid tariffs and inflation, signaling a possible regime shift ahead.======== Schwab ...

Movement Labs Co-Founder on What's Next for Crypto

12 Feb 2025

Contributed by Lukas

Movement Labs co-founder Rushi Manche joins Nicole Petallides to discusses the visions for its Blockchain technology. He talks about what's next f...

Overlooked Stock: RDDT Slips After Earnings

12 Feb 2025

Contributed by Lukas

Shares of Reddit (RDDT) plummeted after 4Q earnings beat expectations. George Tsilis dissects the social media company's report, it's 2nd quar...

CPI Removes 'Last Hope' of Imminent Rate Cut, Tariff Dark Cloud Over Fed

12 Feb 2025

Contributed by Lukas

Charles Schwab's Kathy Jones tells investors not to expect a rate cut until at least December. Today's CPI print is one she believes will ceme...

Trading Dollar vs Gold, Copper Continues Rise

12 Feb 2025

Contributed by Lukas

Dan Deming checks the U.S. dollar’s level and discusses the impact of the higher-than-expected inflation data. He also looks at some commodities, in...

SPX Breakout Potential Lingers, Mag 7's Signs of Weakness

12 Feb 2025

Contributed by Lukas

The SPX retreated following hot CPI data but gained strength during the trading session. Kevin Green says the technicals still show signs of a breakou...

Future of A.I. Chips on Employment, QCOM Undervalued, "Don't Bet Against" INTC

12 Feb 2025

Contributed by Lukas

Olivier Blanchard notes rockiness in the chip trade but expects it to smooth out with the world's growing reliance on A.I. He anticipates companie...

Opportunities in Small Caps: Biotech, Regional Banks

12 Feb 2025

Contributed by Lukas

Nathan Moser is looking for opportunities in small caps. “We’re big fans of financials broadly,” he says, also highlighting healthcare, which he...

NVDA in "Great Spot," Quantum's Value & Nuclear's Potential Pullback

12 Feb 2025

Contributed by Lukas

Excitement around technology is "going to go on until 2030" and possibly beyond, says Nigam Arora. He believes Nvidia (NVDA) remains well-po...

‘What is the Timeline’ for Domestic Production to Offset Tariff Pain?

12 Feb 2025

Contributed by Lukas

David K. Young breaks down the U.S.’s tariffs, both imposed and threatened, and the retaliatory tariffs from around the world. He explains potential...

CPI Reaction "Overdone," Fed's Balancing Act Ahead & Investment Opportunities

12 Feb 2025

Contributed by Lukas

The market experienced volatility following January's hot CPI report. Jay Hatfield calls the data "dirty," arguing inflation is much sti...

‘Corporate Fundamentals Remain Strong’ Despite Inflation, Tariffs

12 Feb 2025

Contributed by Lukas

Mike Horwath reacts to the higher-than-expected inflation print and looks at opportunities in the fixed income market. “Corporate fundamentals remai...

Reddit Booming, But Street Expecting Too Much?

12 Feb 2025

Contributed by Lukas

Dave Mazza previews Reddit’s (RDDT) earnings before they report postmarket. He discusses their partnerships with OpenAI and Google, making the compa...

APP Generating FOMO Heading Into Earnings

12 Feb 2025

Contributed by Lukas

Applovin (APP) is about 7% off its all-time high but close to 900% off its 52-week low. The software company built around advertisers soared off its p...

RDDT "Low-Cost Entry Point" for Advertisers, GOOGL & META Main Competition

12 Feb 2025

Contributed by Lukas

Reddit (RDDT) ran up more than 500% since its IPO last March, and LikeFolio's Andy Swan points to its advertising platform as the main growth engi...

What Yields and Earnings Revisions Warn Us About Market Strength

12 Feb 2025

Contributed by Lukas

Willie Delwiche says the long-term trend environment for yields is changing and has the charts to show it. He discusses the sensitivity of equities to...

360 Round: CVS Earnings a ‘Huge Sigh of Relief’

12 Feb 2025

Contributed by Lukas

Sandra Cho and Brian Tanquilut break down CVS Health’s (CVS) earnings. Sandra calls the report a “huge sigh of relief” after a big drop last yea...

SMCI Bullish on NVDA's Blackwell Demand, LYFT's Highs & Lows in Earnings

12 Feb 2025

Contributed by Lukas

Tuesday's after hours earnings proved volatile for investors. Supermicro (SMCI) provided its business update that included preliminary earnings. T...

The Big 3: KC, TDOC, RDDT

12 Feb 2025

Contributed by Lukas

From consolidation to explosive climbs, Aquiles Larrea turns to stocks that he believes are poised for more breakout opportunity. He turns to bullish ...

Corpina: If VIX Isn’t Up, Market Overreacting

12 Feb 2025

Contributed by Lukas

Jonathan Corpina breaks down the CPI data, saying the market is “fragile” and “potentially overreacting.” He tells investors to keep an eye on...

Options Trades: TSLA and PLTR Rise on Overall Down Day for Markets

12 Feb 2025

Contributed by Lukas

Facing pressures from Chinese EV makers, rising competition in autonomous driving and DOGE distractions from its CEO, Tesla (TSLA) shares have had a v...

Can CSCO Beat Earnings for 11 Straight Quarters?

12 Feb 2025

Contributed by Lukas

Cisco (CSCO) managed to pass earnings expectations for its last 10 quarters. Shares of CSCO have rallied more than 20% y/y as the stock price hovers n...

Is the Fed ‘Being Restrictive Enough’ After Latest Inflation Data?

12 Feb 2025

Contributed by Lukas

Claudia Sahm reacts to the latest inflation data, saying “frankly, this should slow [the Fed] down.” She discusses Powell’s testimony on the Hil...

Hayes: BABA 'No Brainer' Buy, PYPL 'High Quality' Growth Potential

12 Feb 2025

Contributed by Lukas

Thomas Hayes says the China trade is here to stay, especially for Alibaba (BABA). He believes the stock could reach $200 and thinks it's a great b...

DASH Feeds Bulls, UPST's Blowout Earnings, CVS Hits 4-Month High

12 Feb 2025

Contributed by Lukas

DoorDash (DASH) managed a revenue beat and shared outlook that signaled bulls to buy. That company's rally didn't match Upstart's (UPST) 3...

SPX Retests 50-SMA with Hot CPI Print & Fading Market Breadth

12 Feb 2025

Contributed by Lukas

The SPX is back at its 50-day SMA, which Kevin Green says could be a "bounce point" for the index. He talks about the market's reaction ...

Options Corner: CSCO Trade on A.I. and Earnings

12 Feb 2025

Contributed by Lukas

On the technical front, Cisco (CSCO) has rebounded from its Aug. 2024 lows. Rick Ducat highlights several key levels on the chart, but also significan...

CPI Comes in Hot, Equities Tumble

12 Feb 2025

Contributed by Lukas

Live from the Cboe Global Markets floor, Kevin Hincks provides live reaction to the January CPI report. Equity futures immediately dropped on hotter-t...

Tech Corner: AAPL

12 Feb 2025

Contributed by Lukas

George Tsilis dives into Apple (AAPL) in the debut episode of "Tech Corner" on ‪Schwab Network‬. Following the company's latest earn...

12th Annual IPO Summit Begins Thursday

12 Feb 2025

Contributed by Lukas

Jim Neesen gives the IPO outlook for 2025, with many on the Street expecting a boom this year. Jim expects the hot streak to continue through next yea...

Why "The People are the Product" for RDDT and TTD A.I. Usage

12 Feb 2025

Contributed by Lukas

Ahead of Reddit (RDDT) earnings, shares are trading off of all-time highs. "These platforms live and die based off the usage" of its subscri...

DASH Delivers Earnings Beat

12 Feb 2025

Contributed by Lukas

DoorDash (DASH) is trading higher following a strong earnings report. Jenny Horne dives into the report, including DoorDash's cautious approach to...

Chart of the Day: ‘Nothing but a Strong Uptrend’ for TKO

12 Feb 2025

Contributed by Lukas

Rachel Dashiell’s Chart of the Day is TKO Group (TKO), where she sees “nothing but a strong uptrend.” She points out multiple flag patterns and ...

Stock Market Morning Minute: SMCI, DASH, META

12 Feb 2025

Contributed by Lukas

Supermicro (SMCI) shares rally after providing a "business update" as the company faces a filings deadline by February 25. Meanwhile, DoorDa...