Schwab Network

Rajeev Goel, CEO of PubMatic (PUBM), discusses the ad tech business and his company’s latest quarter. PubMatic acts as an auction broker for online ads. He talks about how PUBM is using AI to improve its ad business, both through data analysis and generative AI. He says they’re seeing strong growth in multiple segments, boosting both revenue and profitability.

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Applied Materials (AMAT) earnings are due out later today and JD Durkin dives into expectations ahead of the report. He says the challenge now for AMAT is forward guidance, citing its OLED display segment as a significant part of its business. JD points to its customer base, including Intel (INTC), Samsung, TSMC (TSM) and more. Later, Joe Tigay looks at the AMAT chart saying its 200-day moving average is an important level for traders to watch. He provides a bullish example options trade, anticipating an upside move after earnings.

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Caleb Silver looks at Cava (CAVA) ahead of earnings out later today. He says the fast-casual restaurant chain is having a "good month, just not such a great year." Caleb highlights the importance of individual restaurant-level profit margins as consumers shop around for the best price. Later, he compares and contrasts CAVA to Chipotle (CMG) as both companies compete for a similar customer base. Tom White provides example options trades for both CAVA and CMG.

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The pressure mounts for UnitedHealth (UNH) as shares plummet following news of a DOJ probe into its Medicare Advantage program. Diane King Hall joins Caroline Woods at the NYSE set to dive into the report as UNH shares reach 4-year lows. Later, she looks overseas at Chinese tech stock Alibaba (BABA) after it reported a revenue miss in its 4Q earnings. Meanwhile, Cisco (CSCO) shares are higher after the legacy tech company raised its guidance on stronger A.I. demand.

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Kevin Green says today's weakness is not the full picture as he highlights a broader participation across the entire market as opposed to Wednesday's larger concentration in the Mag 7 and Comm. Services stocks. KG believes there is a little bit of "exhaustion" in this week's rally, but adds that bears don't have a "real reason to aggressively sell off this market." Later, Kevin examines the longer-term E-Mini S&P 500 Futures (/ES) chart, comparing the current rally to a 2022 scenario. And, he looks at the inverted head & shoulder pattern taking place in the 10-year treasury yield futures (/10Y).

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Liz Ann Sonders reacts to the latest economic data and expects “volatility in terms of pricing” in the retail area, including at Walmart (WMT). “It is not just the one-time price level reset,” she warns: for example, a car’s price going up $8-$10K means that insurance costs for the vehicle will also rise. She thinks we should focus on labor market data for what the Fed will do next.

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Despite an earnings beat, shares of Walmart (WMT) have pulled back from after-hours highs. Alex Coffey looks at the company's unaltered guidance and plans to raise prices as it weighs the impact of tariff costs. The company's CEO Doug McMillon said Walmart will be "maintaining flexibility to navigate the near-term." Then, Alex laces up the latest details on a footwear deal as Dick's Sporting Goods (DKS) adds Foot Locker (FL).

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Kevin Hincks dives into this morning's economic data prints. The April PPI showed a dip in inflation levels while a relatively flat Retail Sales is something Kevin thinks is "a little softer" than expected. Meanwhile, Fed Chair Jerome Powell also reiterated the likelihood of a "higher for longer" rates environment. Pointing to the premarket weakness, Kevin cautions investors that a lot can happen in the trading day and stresses the hard economic data continues to point to a stronger U.S. economy.

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Jeff Muhlenkamp says this week's upswing is a "relief rally" as investors largely move past tariff uncertainty believing the "worst case off the table" scenario is in play. For asset classes, he looks at the strength in gold. Jeff adds the precious metal will still outperform this year because of the changes underway in the global financial system as countries look for another source of value other than the U.S. Dollar.

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Crowdstrike (CRWD) catches a downgrade from Mizuho to a neutral rating ahead of its next earnings report in early June. Rick Ducat provides the technical perspective by looking at the chart. He points to the largely-upward trendline, but says a recent pullback is a brief interruption of a "W" shaped rally seen thus far in 2025. Tom White illustrates an example options trade for CRWD by using a put vertical strategy with a neutral to bullish tilt.

======== Schwab Network ========

Empowering every investor and trader, every market day.

Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D

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