Schwab Network

Cisco (CSCO) sold off on earnings despite top and bottom line beats. Alex Coffey says the selling action is due to skepticism on how long the legacy tech firm can continue AI growth. He takes investors through the key metrics in the report. Joe Tigay offers an example options trade for Cisco.

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Andrew Wang believes JD.com's (JD) AI growth remains solid from its latest earnings but still faces consumer-centric headwinds. When it comes to related names, Andrew has his eyes on Alibaba's (BABA) cloud growth and Baidu's (BIDU) "interesting" set-up into its report. He explains why the trio of earnings are important to keep in mind when looking at the global tech trade. Tom White offers an example options trade for Alibaba.

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PPI continued the trend CPI by signaling inflation is cooling. Charles Schwab's Kevin Gordon expects the Fed to hold interest rates in its next meeting with current data in mind. He adds that equities have opportunity to rally even in the face of a hawkish Fed, so long as other economic indicators stay strong. Jim Ferraioli doesn't expect many macro movers to impact Bitcoin and other cryptocurrencies for the time being. He does expect the midterm elections to serve as the next key catalyst for the space.

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MoneyFlows.com's Alec Young breaks down Thursday's "everything rally," highlighting the expanding breadth of the market as technology, cyclicals and rate-sensitive sectors push stocks to new highs. He discusses how strong tech earnings, helped by the reignited leadership of the Mag 7, add muscle to the rise in equities.

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Mario Tufano explains why small-cap stocks could be poised for a long period of outperformance, supported by strong earnings growth and infrastructure spending tied to the AI boom. He highlights investment opportunities in National Fuel Gas (NFG), Sally Beauty Holdings (SBH) and Terex (TEX), outlining the valuation and growth drivers behind each name.

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Coach is "carrying the company" while Kate Spade sales decline, says Diane King Hall, who takes investors through Tapestry (TPR) earnings as shares sell off. Elsewhere in retail, Five Below (FIVE) rallied after Jefferies upgraded the stock. Diane turns to the streaming space and discusses Pershing Square's new stake in Netflix (NFLX).

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David Trainer believes investors are in for "a rough fall" and sees high-beta stocks taking a plunge as valuations continue to run higher in the stock market. He adds that the OpenAI and Anthropic IPOs will add pressure to growth projections. David also highlights what he considers red flags in SpaceX's (SPCX) stock, from the small share float to Elon Musk's firm control of the company. He adds that valuations remain astronomical, believing the stock is priced far above perfection.

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More reprieve for investors worried about inflation hit the tape Thursday morning when PPI came in cooler than expected. Kevin Hincks takes a deep dive into the report and points to key metrics signaling that inflation is cooling and lowering the chances for an interest rate hike from the Fed. He walks investors through his expectations for the Fed and the direction of rates long-term as jobless claims sees a slight uptick.

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Applied Materials (AMAT) has outperformed the VanEck Semiconductor ETF (SMH) over the last 12 months, says Rick Ducat, who compares the stock's quiet rise to other high-flying AI peers. He points to recent consolidation as something to watch as the company report earnings after Thursday's close. Rick turns to an example options trade for Applied Materials.

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From companies generating goodwill among investors to earnings takeaways, Greg Portell broadens out his view on the current market environment and why some investors remain on the sidelines despite signs of growth. Greg says the key issue comes from brands needing to rebuild trust with consumers. He urges investors pay attention to the "story" corporations are trying to tell and watch for signs of turnaround in trust with consumers.

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