Schwab Network

Charles Schwab's Kevin Horner breaks down the S&P 500's (SPX) record close and highlights the key technical levels traders should watch for signs of either a pullback or continued upside. He also examines the bullish chart setups in Oscar Health (OSCR) and Chevron (CVX), outlining breakout patterns and potential upside targets for both stocks.

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Henry Greene of KraneShares discusses the KSTR ETF, which provides exposure to China’s technology and semiconductor sectors through innovative companies listed on the STAR Market. He also introduces the firm's new LUMA ETF, explaining how photonics and optical communications technology could help solve the data bottlenecks created by growing artificial intelligence demand.

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Morningstar Wealth’s David Swartz breaks down why July retail sales slowed from June, pointing to Amazon (AMZN) Prime Day timing, tourism shifts and higher gas prices. He also examines how tariffs may be affecting retailer inventory decisions and explains why elevated energy costs could pose a bigger long-term threat to consumers than additional Fed rate hikes.

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Scott Martin addresses reports that private equity firm Silver Lake seeks to acquire Workday (WDAY), a headline that gave the stock its best day in ten years. He believes the alleged $43 billion deal would be a steal for Silver Lake, as he explains why "the business is not going anywhere." Scott dives further into Workday and the software trade, naming Salesforce (CRM) and Adobe (ADBE) as winners and Fair Issac Corp. (FICO) as a lower in the coming years.

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Ben Emons believes Applied Materials (AMAT) remains strong in the AI trade despite Friday's post-earnings sell-off. However, China revenue shows some weakness, and Ben is keeping an eye on how that will affect demand for the company's products. Supply constraints also pose a challenge to future earnings strength.

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Megan Brantley of LikeFolio calls her firm's data on Alphabet's (GOOGL) Google Cloud "the most interesting" of the Mag 7 giant's businesses. The 30-day moving average of demand has fallen slightly while Microsoft (MSFT) Azure and Amazon (AMZN) AWS both grew significantly more. That said, Megan points to Alphabet's "tremendous user base" across its business arms offering long-term muscle.

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Logan Gilland and Stephen Sopko discuss why Applied Materials (AMAT) shares fell despite an earnings beat. They examine weaker China sales, concerns around forward gross margins, and growing costs tied to servicing older equipment. The pair also explain why wafer fab equipment companies like Applied Materials remain key indicators for the broader semiconductor industry.

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Software is the name of the game for Tim Bohen's Big 3 picks. With Palantir (PLTR), he believes the software giant continues to deliver on top-tier AI development and sales. Tim also sees strength in cybersecurity, pointing out CrowdStrike (CRWD) and Cloudflare (NET) as favorites. Rick Ducat takes investors through the key levels to watch in all three stock charts.

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Midera (MFP) CEO Mark Salman discusses the company’s first earnings report since spinning off from The Middleby Corporation (MIDD). He highlights a record $446 million backlog and a 16% increase in orders, driven by global demand for food security, automation, and technologies that help food processors improve margins.

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Andrew Arons sees a strong second half of 2026, pointing to stocks and economic data heading into the right direction despite mixed reaction to some earnings. However, he notes previous selling action in Microsoft (MSFT) that has since reversed as a reason to follow earnings, not stock reaction. Andrew addresses his top stock picks for the coming months like Oracle (ORCL), Marvell (MRVL), and Reddit (RDDT).

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