Schwab Network

Extreme Networks (EXTR) CEO Ed Meyercord discusses the company's eighth consecutive earnings beat, highlighting double-digit revenue growth, strong margins, and improving enterprise demand. He explains how the company's AI-powered networking platform is helping win market share from Cisco (CSCO) and HPE (HPE) while driving growth through automation, large customer wins, and expanding channel partnerships.

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Horizon's Clark Allen discusses why active management and selective investing may be well-positioned in the current market. He highlights opportunities in small- and mid-cap stocks, international equities, and Horizon’s ETF lineup, including HBTA, while outlining the continued growth potential for active ETFs.

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Olivier Blanchard says he is "expecting good things" from Super Micro (SMCI) earnings Tuesday. He sees the company's HPC revenue and DLC technology as the crux to what he expects will be a strong report. When it comes to the company's backlog, Olivier will watch to see how the company can deliver on a roadmap to collect those profits. He then compares Super Micro to Dell Technologies (DELL) and what earnings will signal on competition between the two.

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LikeFolio's Landon Swan analyzes On Holding (ONON) ahead of earnings, highlighting strong consumer demand, premium pricing power, and successful expansion into apparel. He explains how On competes with Nike (NKE) and Lululemon (LULU) and why the stock's sideways performance may not reflect its revenue and margin growth.

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"The big takeaway from this earnings season is that the AI trade isn't slowing, it's broadening," says Sylvia Jablonski when discussing Mag 7 earnings. She calls the reports a "clearing event" that brought skeptical investors back into the market. Sylvia considers Amazon (AMZN), Microsoft (MSFT), and Alphabet (GOOGL) as the long-term winners. Stephanie Walter calls the group the "divergence seven" when it comes to how these companies use AI. As for Alphabet, she believes the company needs to "show the receipts" on its AI spending.

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Dave Mabe, creator of MabeKit, discusses how traders can use AI to improve specific parts of their process, including position sizing and trade execution. He explains why documenting trading strategies is essential for identifying opportunities where AI can deliver more efficient, disciplined, and repeatable results.

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Charles Schwab clients "embraced volatility," says Joe Mazzola, who points out that they bought dips where most others sold from. He points to options activity as another point of interest, especially in AI memory names like Micron (MU) and SanDisk (SNDK). As Joe explains, some of the biggest sells include Apple (AAPL), AMD Inc. (AMD), and Broadcom (AVGO). SpaceX (SPCX) ended the month as one of the biggest buys among Charles Schwab clients.

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Prosper Trading Academy's Scott Bauer turns to stocks that recently experienced volatile moves, both to the upside and downside. He sees Intel (INTC) as a long-term trading opportunity, believes Uber Technologies (UBER) is experiencing "top-heavy" movement, and highlights a great "entry point" for Apple (AAPL). Scott offers example options trades for his picks while Rick Ducat walks investors through his technical analysis for all three stocks.

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Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D

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You have to look under the hood of the jobs report to understand weakness concerns, says Ted Thatcher, who argues there were greater job losses shown than what the headline number suggests. He doesn't see those concerns on the earnings front, saying the beats across the board exceeded his already-strong expectations. He expects another strong beat from Nvidia (NVDA) but sees guidance facing a high bar. However, he believes investors focusing more on AI ROI is ultimately positive for markets.

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Raul Shah discusses expectations for Hims & Hers (HIMS) into earnings after Monday's closing bell. He believes the telehealth company is well-positioned thanks to the GLP-1 wave, arguing investors are severely underestimating how many Americans will use these drugs. Raul points to a key acquisition as another buoy that will drive profits long-term for Hims & Hers. Tom White turns to an example options trade for the stock.

See Raul's recent interview with Marley Kayden on Market Matters: https://open.spotify.com/episode/0nKKN8ISY0AmcfysIsBdb6?si=B6APN_0ISr2DXySKQPmuYQ