Schwab Network

Salesforce (CRM) will be a company that benefits from AI instead of being disrupted by it, says Michael Monaghan after seeing the software giant's earnings. He adds that Anthropic's Claude being integrated into Agentforce will add pricing power to Salesforce's future earnings. Michael offers more insight into how earnings and Anthropic give Salesforce renewed momentum in the software trade.

Marvell (MRVL) will report earnings Thursday evening after Nvidia (NVDA) waved a green flag for the AI trade. Stephen Sopko explains how Marvell serves at a critical juncture of the AI trade and ways it can capitalize on earnings growth as tech evolves. He adds that the company's new partnership with Alphabet (GOOGL) offers a chance to compete with peers like Broadcom (AVGO).

Molly Pieroni turns to two very different stocks that she sees having lots of value in the current stock market. For U-Haul (UHAL), she believes the company's services and staple name gives it enough of a moat to withstand inflation concerns. On Alphabet (GOOGL), Molly sees something similar with the Mag 7 giant's suite of tech products and potential to accelerate off AI innovation.

SalesboxAI's Alex Roy believes Nvidia (NVDA) has proven itself as the stock market leader after reaching nearly $100 billion in quarterly revenue. He explains why this figure is just one reason he sees a "very promising time" ahead for the company. Futurum's Dan O'Brien says Nvidia "left some room" to improve its already impressive earnings by noting memory supply constraints. He also sees the Mag 7 giant's margins as incredible given economic volatility.

nCino CEO Sean Desmond talks about the company's latest earnings and ways agentic AI is shaping the finance space. He discusses the feedback his company has gotten from customers to explain how he aims to boost nCino's future earnings and efficiency.

The post-earnings rally in Salesforce (CRM) gives Jason Brown confidence that there's more room to run for the software giant's stock. He also sees upside potential for Dollar General (DG) due to its reach and reliance in discount retail, along with HP Inc. (HPQ) despite its post-earnings selloff. Jason provides example options trades for his Big 3 picks while Rick Ducat takes investors through his technical analysis in the stock charts.

Options Play's Tony Zhang offers his takeaways on the broad tech strength in Thursday's trading session as Nvidia (NVDA) gives new life to the sector. He outlines options trading opportunities in CME Group (CME) and Marvell (MRVL) and makes a bull case in both even if the stock market is hit with another volatility wave.

Okta Inc. (OKTA) isn't showcasing as much growth as CrowdStrike (CRWD), says Shay Boloor, though he believes the company is finding more doors to open and expand future earnings. The stock rallied over 20% Thursday morning after beating earnings and raising guidance, and CrowdStrike shares weren't far behind. Shay offers a broader outlook on the need for cybersecurity as AI evolves. Tom White offers an example options trade for CrowdStrike.

Salesforce (CRM) saw a strong 20% rally Thursday morning after the company beat earnings and raised guidance. As Marley Kayden explains, a new partnership with Anthropic and integration of Claude with Agentforce added momentum for Salesforce bulls. She discusses the earnings in-depth and the slew of price target hikes from analysts. Joe Tigay takes investors through his example options trade for Salesforce.

Nvidia (NVDA) represents 18% of the S&P 500's (SPX) incoming growth and Micron (MU) represents 14%, says Liz Ann Sonders of Charles Schwab. She points to both stocks as a key signal that growth remains concentrated in the AI trade. Michael Townsend looks ahead to Jackson Hole and how Fed Chair Kevin Warsh will drop hints to the interest rate outlook. In D.C., Congress faces a contentious couple months as voters keep their eyes on midterm elections.