Schwab Network

Agustin Escobar repasa los principales titulares del mercado de valores esta semana, incluidos los resultados de Intel (INTC), Alphabet (GOOGL) y Amazon (AMZN), y analiza qué seguir de cara a la próxima semana.

While the tech giant didn't have the largest selloff in October, SpaceX (SPCX) quietly but substantially moved down on the month. Across the Pacific Ocean, the Bank of Japan mirrored the U.S. and voted to hold interest rates. Marley Kayden and Sam Vadas discuss their final takeaways to close a very volatile trading week.

"It's never good to overreact to recent moves," says Ahmed Riesgo, who urges investors to keep to their investing theses amid the stock market volatility. He adds that earnings are still coming in strong and market fundamentals remain intact, backing his bullish case for equities. Ahmed turns to the Fed and his expectations for another interest rate hike ahead, something he will call a "mistake." However, a decrease in core inflation is something he sees leading to an eventual rate cut.

Palantir (PLTR) will release its highly anticipated earnings on Monday. The stock jumped roughly 50% since the software giant posted its last earnings print. @CharlesSchwab's Ben Watson shows how Palantir maintained strength alongside the S&P 500 (SPX) where other tech peers fell off. He highlights how bullish trends are holding steady even after Friday's trading session Palantir shares significantly lower.

Joy Tang sees hidden ecommerce strength in Amazon (AMZN) as investors turn their focus toward the Mag 7 giant's CapEx and AWS cloud revenue growth. As the stock slides on its third-quarter earnings, she expects both its ecommerce and AI arms to bring muscle to its fourth-quarter report. Joy believes for any future company to survive, they will need to adapt to the AI trade, making the case Amazon is an established leader in the space.

Crocs (CROX) CFO Patraic Reagan talks about the stock hitting a two-year high following strong earnings that he says backs the company's growth strategy. He explains how Crocs focused on a critical turnaround to rope in new customers while staying loyal to the brand's classic look appealing to long-time fans. Patraic then puts investors in his shoes by taking investors through Crocs' future, step by step.

The 100-day moving average in the S&P 500 (SPX) broke with Friday's steep selling action, a warning sign for the index's forward momentum, according to Kevin Horner of Charles Schwab. In equities, he turns to Diamondback Energy (FANG) and its low-volume rally amid the energy trade's steady rise. Kraft Heinz (KHC) and its strong consolidation at the 200-day SMA is another interesting technical indicator Kevin is watching. 

Title: From BITO to KYRP: How ProShares Shapes Its ETFs With Crypto Volatility

Description: Inkoo Kang of ProShares discusses how his firm seeks to increase crypto diversification through new investment products tied to the industry. He explains how ProShares evolved from its BITO ETF when it launched five years ago and how it differs from new products like the ProShares CoinDesk 20 Crypto ETF (KYRP). Inkoo also offers his takeaways on the Binance hack that resulted in hackers stealing $6.3 billion.

HyperFRAME Research's Ron Westfall believes Intel (INTC) needs to prove two things for forward momentum: that its foundry business will eventually become a significant revenue driver, and that it will overcome memory supply constraints. However, Ron sees the 30% selloff as a buy opportunity due to core aspects of Intel's business holding substantial market share with plenty of room to take more. Ryan Shrout of Signal65 at Futurum explains that the data center buyers can absorb costs more, a key competition overhang for Intel. He says that long-term investors looking to buy Intel today see the legacy tech firm as a foundry leader in the U.S.

Josh Stevens says the stock market is focused on "getting the formula right" when it comes to CapEx. He points to Microsoft (MSFT) as a company he believes fits the bill, making the case that the Mag 7 company can use its enterprise muscles to fuel broader AI strength and capital discipline. When it comes to credit risks, he sees neoclouds like CoreWeave (CRWV) at more significant risks due to their added reliance on macro strength. Josh names Salesforce (CRM) as a company he sees with more upside ahead.