Schwab Network

$6.3 billion was taken by hackers from Binance in what's being labeled as a "crypto heist." Joe Sticco takes investors through the headlines and why it emphasizes the need for states to increase regulation efforts for Bitcoin and other cryptocurrencies. He doesn't expect adoption to slow as a result.

Owen Carr takes investors through his key takeaways in Amazon (AMZN) earnings by looking at more traditional arms of its business. He explains that the ecommerce industry had hidden costs he argues investors aren't accounting for in pricing Amazon's stock, even as AWS cloud grows.

Reddit (RDDT) retreated to levels not seen in 18 months a investors focus on a notable slowdown in daily active user growth. Megan Brantley of @LikeFolio shows data from her firm confirming the decline not just in the user base, but also in Reddit's adverting business as Meta Platforms' (META) surges. Reddit closing off its AI ties to Alphabet (GOOGL) is seen as a hindrance on the stock as well, though Megan believes it's a smarter move long-term.

Zeus Kerravala believes Amazon (AMZN) showed it still offers long-term strength despite the post-earnings plunge. He says the company is making clear efforts to lock down AI enterprise growth for the next decade through its CapEx ramp backed by AWS cloud revenue growth. "You have to give it a couple more quarters" to accelerate growth further, argues Zeus, though he expects free cash flow to substantially increase in the coming years. Amazon's backlog is something to keep in mind, as Zeus tells investors to expect the Mag 7 company to deliver mid-2027.

Dan Weiskopf of Tidal Financial Group tracks what members of Congress are buying and selling in the stock market. As he explains, looking at transition histories of Congress gives investors insight into how experienced business experts view the market. Dan also discusses how Democrats and Republicans differ when it comes to their portfolios. Tidal offers the Congressional Democrats Trading ETF (NANC) and Congressional GOD Trading ETF (GOP) to tie investors closer to Congressional trading trends.

In the face of substantial tech selling following earnings from the Mag 7 and Intel (INTC), Tim Bohen with @stockstotrade expects volatility to wane once polls for the midterm election close. As for his Big 3, he points to technical strength in Nasdaq (NDAQ), sees Amazon (AMZN) repeating a previously bullish pattern, and continues to name SanDisk (SNDK) as a strong AI memory stock. Kevin Green offers technical analysis to back Tim's takes on his stock picks.

Luke Lloyd helps investors digest the slew of post-earnings selloffs seen in Big Tech giants like Amazon (AMZN), Alphabet (GOOGL), Meta Platforms (META) and others. Even though rising CapEx is a key concern for Wall Street, Luke considers the selling action a buying opportunity across tech. He names software companies like Oracle (ORCL), Salesforce (CRM), and Adobe (ADBE) as some of his top stock picks.

"The American consumer is still buying things" in the face of economic uncertainty, says Bryan Gildenberg. He says that dichotomy makes Mastercard (MA) and Visa (V) compelling stocks to watch. Bryan takes investors through his bull case thesis for both financial giants and potential scenarios where bears can claw into momentum. Tom White takes investors through an example options trade for Visa.

Intel (INTC) shares are now down more than 50% off its all-time high the stock hit in June. Alex Coffey points to a plant shutdown in Israel and concerns on the company's data center prospects as bearish indicators in the report. Supply constraints around AI memory continue to linger over the legacy tech firm as well. Dan Deming offers an example options trade for Intel.

Reddit (RDDT) retreated to levels not seen in 18 months a investors focus on a notable slowdown in daily active user growth. Megan Brantley of @LikeFolio shows data from her firm confirming the decline not just in the user base, but also in Reddit's adverting business as Meta Platforms' (META) surges. Reddit closing off its AI ties to Alphabet (GOOGL) is seen as a hindrance on the stock as well, though Megan believes it's a smarter move long-term.