Schwab Network

Josh Taves maintains a bullish outlook for SpaceX (SPCX) pointing to its AI compute business as a huge factor. He mentions the leasing out of its Colossus servers to companies like Anthropic as one revenue stream to watch. On the potential for a Tesla (TSLA) merger, he goes a step further saying Elon Musk would essentially become "President of Earth" with so many key tech segments under one umbrella. Josh adds that SpaceX could be a bellwether for growth stocks moving forward and "definitely influences" markets as a whole.

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Jeffrey Small discusses the macroeconomic outlook ahead of the jobs report, arguing that strong AI spending is being overshadowed by stretched valuations and higher rates. He highlights opportunities in long-term capital spending trends and cash-generating financials, pointing to Nvidia (NVDA), GE Aerospace (GE) and JPMorgan Chase (JPM) as names positioned to benefit.

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Andy Swan of LikeFolio previews Airbnb's (ABNB) earnings, pointing to strong consumer demand, travel trends and continued strength across the travel sector. He also discusses growing competition from traditional hotels, potential host liquidity concerns and whether recent growth is already reflected in the stock price.

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Rob Thummel says the move from training to inference will increase the demand for memory. Notable memory stocks Sandisk (SNDK) and Western Digital (WDC) are under pressure following their latest earnings prints. Ryan Shrout says the industry overall is undersupplied. He adds the forward p/e ratio for SNDK is still trading at a discount to the broader market, marking a "compelling investment opportunity." The duo discusses the overall memory space and SanDisk earnings with Marley Kayden.

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Dan Deming has his eyes on major players in the industrial, financial and defense sectors for today's Big 3 trades. First on his list, Honeywell (HON) where he maps out a call butterfly strategy looking to capture a breakout above $250. Next, Bank of America (BAC) where he illustrates a risk reversal trade trying to get put into the stock at a better level. Lastly, Dan looks to collect some premium for RTX (RTX). Rick Ducat draws on the technical patterns taking shape to provide his chart takeaways.

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Elanco Animal Health (ELAN) CEO Jeff Simmons discusses the company's strong execution, highlighting market share gains, innovation, and cash generation as key growth drivers. He explains how the successful Bayer Animal Health integration has strengthened Elanco's position in pet and farm animal health, while the resilience of pet spending continues to support future growth.

======== Schwab Network ========

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Tony Zabiegala of Strategic Wealth Partners explains why expanding market leadership and strong earnings growth support the ongoing bull market, even as investors prepare for potential volatility tied to Fed policy, elections, and geopolitics. He also discusses Strategic Wealth Partners' bullish outlook on uranium producer Cameco (CCJ), arguing that surging AI-driven power demand could create a significant opportunity for the nuclear energy sector.

======== Schwab Network ========

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CFRA's Zach Warring joins Morning Trade Live to look at the state of sports wagering companies like DraftKings (DKNG) and Flutter Entertainment (FLUT). The biggest headwind in his mind: Prediction markets like Kalshi and Polymarket eating into their business. Zach says the companies are trying to get into the prediction space, but it could be costly. Later, Tom White illustrates an example options trade for FLUT by selling a put.

======== Schwab Network ========

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Shares of Applovin (APP) dropped sharply after the company missed revenue estimates, something executives claimed was a result of bad timing. Marley Kayden recaps the conference call and dives into the earnings figures that stood out to investors, while examining the analyst reaction to APP's drop including a downgrade from Wells Fargo. Later, Joe Tigay discusses an example trade for APP.

======== Schwab Network ========

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Mike Townsend provides his D.C. insights on Fed Chair Kevin Warsh's relationship with President Trump and what it means for the current rate cycle. Later, he addresses the "healthy skepticism" investors have over a perceived deal to reopen the Strait of Hormuz, saying consumers "just want to see gas prices come down." Mike also touches on the long checklist facing the U.S. Senate before their next recess.

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