Schwab Network

Dan Ives breaks down his biggest takeaways from this week's Big Tech earnings, arguing that AI is still in the "third inning" with only about 5% of companies currently paying for AI adoption. He explains why earnings season continues to validate the long-term AI growth story, weighs the market's reaction to the results, and analyzes the post-earnings rallies in Microsoft (MSFT) and Amazon (AMZN).

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Amazon (AMZN) is rallying after strong earnings, and CFRA's Arun Sundaram says investors are finally becoming comfortable with the company's massive A.I. capital spending. He says Amazon continues to deliver strong operating margins in AWS, showing those investments are beginning to pay off.

Sundaram maintains a Strong Buy rating and a $335 price target on Amazon, arguing the stock remains undervalued as analysts continue to underestimate the company's long-term earnings and growth potential.

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Ellen Wald talks about Exxon Mobil's (XOM) strong refinery turnaround and Chevron's (CVX) earnings beat, explaining what drove the oil giants' latest results. She also discusses why energy companies are staying disciplined with spending and what investors should watch in the oil market going forward.

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Megan Brantley from LikeFolio discusses Carvana (CVNA), saying consumer demand remains strong as buyers continue choosing the online used-car retailer at an increasing rate. She believes the stock was overly punished following its earnings reaction and maintains that the underlying business remains strong.

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Melissa Otto and Morningstar's William Kerwin break down Apple's (AAPL) latest challenges as supply chain constraints weigh on the company's outlook. Otto says those pressures could persist as hyperscalers continue investing heavily in AI infrastructure, with elevated capital spending expected through 2027 and into 2028. Kerwin argues that any Apple price increases should be viewed in the context of years of inflation, noting the company could offset the next two years of memory cost inflation with a one-time price hike while still remaining near pre-pandemic pricing trends.

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Proto Labs (PRLB) CEO Suresh Krishna discusses the company's fifth consecutive quarter of record revenue, driven by operational discipline, factory growth, and strong demand for domestic manufacturing. He also explains how Proto Labs is using AI and proprietary data to accelerate product development and innovation for customers.

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Tim Bohen takes us through today's Big 3. He highlights SanDisk (SNDK) as a steady technical setup with significant upside potential, Bloom Energy (BE) as a compelling clean AI infrastructure play, and CoreWeave (CRWV) as the highest risk name of the group, calling it the messiest chart of his picks. Alex Coffey then takes a closer look at the technicals, walking through the charts behind each setup.

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Mark McCarron, CIO of Wescott Financial Advisory Group, discusses a market that is increasingly rewarding strong earnings and broadening beyond the Mag 7. He highlights momentum in financials, energy, and small caps while arguing current weakness looks more like a healthy correction than the start of a recession.

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Rob Thummel breaks down Exxon Mobil (XOM) and Chevron (CVX) earnings, highlighting strong cash flow generation, shareholder returns, and a supportive refining backdrop. Tom White also outlines a bearish options strategy on Exxon, citing the stock's close relationship to crude oil prices.

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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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Marley Kayden discusses Amazon's (AMZN) latest earnings, highlighting 37% year-over-year AWS sales growth, increased CapEx, and the company's first ever quarter with more than $200 billion in revenue, noting Wall Street was broadly impressed with the results. She explains the key drivers behind the rally and what stood out most in the report. Dan Deming also walks through an example Amazon options trade.

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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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