Schwab Network

James Czerniawski joins Next Gen Investing with his takeaways on Walt Disney (DIS) as shares rally following earnings. He discusses the give-and-take mentality between ad-free and ad-supported offerings of its Disney+ subscribers as new CEO Josh D'Amaro now holds the reins at Disney. James looks at the company's ESPN business segment and the tight margins related to sports broadcast rights. He later discusses a TikTok partnership with Disney that could reach a new social media audience.

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Darrell Crate, Founder and Managing Partner of Easterly Asset Management, warns that massive capital flows across the AI ecosystem may be creating an unsustainable market bubble. He explains why investors should consider stable, income-producing REITs, highlighting Easterly Government Properties.

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LikeFolio's Landon Swan discusses why DoorDash (DASH) continues to outpace rivals including Uber (UBER) and Lyft (LYFT), supported by strong consumer demand and customer satisfaction. He explains why investors remain cautious about the company's valuation, rising spending on global expansion and acquisitions, and increasing competition from local delivery providers.

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Araz Feyzi says SpaceX (SPCX) is experiencing a natural and normal repricing after its first public earnings report. Andrew Chanin wonders if the selling is driven more by the lock-up expiry on Thursday rather than the earnings report. Araz thinks the lockup expiry could go in either direction. Both weigh in on the spending costs related to SpaceX, with Andrew weighing in on its partnership with Nvidia (NVDA).

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NiCE (NICE) CEO Scott Russell discusses the drivers behind the company's 8% year-over-year revenue growth, pointing to AI adoption, a strong partner ecosystem, and demand for financial crime and compliance solutions. He explains how enterprises are deploying AI for increasingly complex workflows, such as Lufthansa's automated flight rebooking system, and why customers are now focused on measurable returns and outcome-based pricing.

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It's a tech-themed Big 3 today with Don Kaufman. First up, Marvell (MRVL) where he maps out a bearish put spread and believes further downside remains amidst a bear market rally. Next, Don looks at Netflix (NFLX) believing there to be a bullish support level found. Last, he isn't riding the rally in Meta Platforms (META) and composes a bearish example trade for the Facebook parent company. Rick Ducat maps out the technical patterns for each company.

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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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RDS Wealth CEO Dale Smothers explains why he believes the S&P 500 (SPX) can reach 8,000 despite near-term volatility. He discusses buying opportunities in Microsoft (MSFT), Amazon (AMZN), Apple (AAPL), and Palantir (PLTR), while warning that investors are underestimating China's push for African mineral resources and its implications for the AI race.

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Matt Tuttle can't quite pronounce the name of Eli Lilly's (LLY) oral weight-loss drug, but that doesn't stop him from understanding its significance to the healthcare company's future. He reacts to the increased attention on the overall sector and compares LLY to other names like Hims & Hers (HIMS). Later, Tom White composes a put vertical example options strategy for LLY.

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Alex Coffey looks at the post earnings reaction to AMD's (AMD) beat and calls it a "fight amongst the family" referring to its drop despite positive numbers. He and Sam Vadas dive into the AI chipmaker's latest quarterly figures, putting the year-over-year gains into context. Later, Scott Bauer provides an example trade for AMD following the earnings print.

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With the markets notching new highs, Nate Peterson and Kasey McCurdy join Sam Vadas to make sense of the momentum fueling recent performance. Nate says "everything about this market is tied into earnings." Kasey adds context to yearly returns investors have seen in the past 3 years, saying it tracks for what a 7-year return using the rule of 72 should be, calling it "an incredible period to watch."

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