Schwab Network

Broadcom (AVGO) beat on the top and bottom line but didn't meet Wall Street's mark for guidance. As Marley explains, the company showed enough strength to reassure investors that the AI trade is accelerating, though customer concentration with companies like Alphabet (GOOGL) present growing risks. Joe Tigay offers an example options trade for Broadcom.

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Charles Schwab's Collin Martin directs his attention to the steady rise in Treasury yields and expectations for Fed policies, the latter of which he sees a dramatic shift in as interest rate hike probabilities push higher. That said, he makes the case the economy remains very healthy. Kasey McCurdy discusses why it's important to keep bonds in your portfolio and explains strategies to consider as yields reach historic highs.

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Unicus Research CEO Laks Ganapathi warns that the end of nearly two decades of cheap money is creating market nervousness as $40 trillion in U.S. debt needs refinancing. She flags the auto sector as a sign of consumer strain and expects inflationary pressures to persist through the fourth quarter.

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NetApp (NTAP) initially popped on its earnings report, but as Diane King Hall points out, concerns over its free cash flow had investors second guessing the company's outlook. Five Below (FIVE) continues to show strength in discount retail in its earnings while Victoria's Secret (VSXY) plunges on its report.

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Marie Myers, CFO of HPE (HPE), discusses the company's "exceptionally strong demand" thanks to the AI evolution that led to a beat and raise quarter. She explains how HPE is "drinking its own champagne" by expanding AI infrastructure and its existing partnership with Oracle (ORCL). Marie also talks about HPE's "five-star rating" for pricing discipline and how it adjusts to an ever-changing tech trade.

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Angel Oak Capital Advisors' Clayton Triick argues the labor market is structurally changing as baby boomers retire, keeping unemployment low. He sees a potential September rate hike as "one and done," offering bond investors an excellent entry point, while staying bullish on equities into the second half.

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Comments from Christopher Waller supporting an interest rate hold for September is what Kevin Hincks sees keeping stocks steady into Thursday morning's trading action. Kevin explains how jobs and inflation data will support Waller's comments and outlines the latest jobless claims print. One sticking point to the rate hold thesis continues to be crude oil, which hit $93 ahead of the opening bell. Kevin also touches on Nvidia (NVDA) and its $12.93 billion purchase of Hugging Face.

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After CrowdStrike (CRWD) and Palo Alto Networks (PANW) added confidence to cybersecurity's outlook, investors turn to ZScaler (ZS) earnings as the next test for the sector. Rick Ducat points to the stock's lagging price action and notable resistance areas ahead as key tests for momentum. He then offers an example options trade for ZScaler.

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

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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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"We don't need to add many jobs to keep the market stable," says Joe Brusuelas on the state of employment. He warns investors: "don't trade" the August jobs print on Friday, as he doesn't see the number shaping the Fed's outlook nor leaving a big impression on equities. Joe points to next week's CPI as the true bellwether that will determine if the Fed will hike interest rates.

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Charles Princiotto talks about how investors can navigate fixed income markets as lasting uncertainty continues to linger over the Fed's interest rate outlook. He highlights corners of the market he likes and how broadening strength in equities offers another chance to "look under the hood" for those looking to diversify portfolios.

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