Schwab Network

Ahmed Riesgo, CIO at Insigneo, explains why strong corporate earnings and a resilient U.S. economy support further gains for stocks despite expected third-quarter volatility. He discusses the Fed's rate outlook, the potential for S&P 500 (SPX) multiple expansion, the yen carry trade, and how falling AI costs could create both winners and losers across the market.

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Christopher Zook puts the AI trade in focus, breaking down those that spend versus those that earn using companies such as Meta Platforms (META) and Palantir (PLTR) to assess the different ways AI impacts these businesses. Christopher maps out his bullish outlook for alternative assets and the space industry. Among his stock picks: Palantir (PLTR), Cerebras (CBRS), X-Energy (XE), York Space (YSS).

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Sam Vadas and Nicole Petallides jump right into a trio of earnings movers following Thursday's opening bell. First up, DataDog (DDOG) dropping after earnings failed to impress investors. Next, Applovin (APP) missed on revenue and shares dipped. Finally, a double miss for Celsius (CELH) something Sam believes could be a "significant margin compression story."

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Phil Rosen explains why the equal-weight S&P 500's (SPX) outperformance points to a broadening bull market, even as stocks like Apple (AAPL) and Western Digital (WDC) see individual volatility. He also discusses rising AI investment from Amazon (AMZN), Microsoft (MSFT), and Alphabet (GOOGL), and highlights Eli Lilly (LLY) as a top biotech pick with trillion-dollar potential.

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Kevin Hincks starts his day by looking at weakness in the Nasdaq-100 (NDX) pointing to the steep selling in memory stocks like Western Digital (WDC) and SanDisk (SNDK). He discusses the expectations from Wall Street versus the reality of earnings reports and what it all means for stock price activity moving forward. Later, he and Nicole Petallides discuss several headlines impacting today's trading including SpaceX (SPCX) facing its first lockup expiry, Jobless Claims below expectations and the ongoing negotiations with Iran on reopening the Strait of Hormuz.

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Airbnb (ABNB) reports earnings after Thursday's close, so Rick Ducat jumps to the chart screen to show how it stacks up against competitors like Expedia (EXPE). He looks at the uptrend in shares taking place as well as technical indicators to note prior to the earnings release. Later, Rick demonstrates an example options trade using an Iron Condor strategy.

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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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Joining from the NYSE set, Trex (TREX) CEO Adam Zambanini describes his company's acceleration of expansion in Arkansas, their latest earnings report and the reasons why consumers prefer composite decking to traditional wood. Adam reveals more about his company's distribution network and national reach, with growing demand from the Sun Belt region.

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Michael Sarner joins Morning Movers to discuss opportunities in private credit. He says there could be a "small company bias" which could keep investors away from understanding the nuances and relationships with smaller companies. On AI, Michael says it is in the early innings but could help build products for small companies to increase efficiency and not replace workers.

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Following earnings, Wells Fargo raised its price target for Eli Lilly (LLY) to $1330. Kevin Horner looks at the past 90 trading days and sees a "well defined uptrend" in LLY's chart. He notes a range between $1095 to $1235 with shares clearing the $1110 level as prior resistance. He believes that could act as a new support level for traders to monitor.

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Tom White kicks off the trading coverage with a look at the drawdown in crude oil prices this week. He and Jenny Horne discuss ongoing negotiations with Iran to re-open the Strait of Hormuz, which Tom sees the "narratives starting to change a bit." On the earnings front, Tom examines the drop in Western Digital (WDC) shares after disappointing guidance and what he thinks could be profit taking by some investors. Similarly for SanDisk (SNDK), Tom compares the overall memory sector falling in sympathy wondering how long the "boom can last" in the AI spending cycle.

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