Schwab Network

Charles Schwab's Jim Ferraioli breaks down the latest crypto trends, key market flows to watch, and what recent Bitcoin price action is signaling. He explains why he views Bitcoin as a long-duration asset, argues that macro factors have limited influence on its year-to-date performance, and discusses its growing role as a correlation asset despite trading well below last year's levels. Ferraioli also shares his outlook on the Clarity Act and the evolving landscape of the U.S. cryptocurrency regulation.

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Kingsview Wealth Management CIO, Scott Martin, discusses rising market volatility, the outlook for Fed policy, and what technical indicators are signaling about investor sentiment. He argues recent swings in stocks like Apple (AAPL), Micron (MU), Marvell (MRVL), and AMD (AMD) create opportunities for long-term investors rather than reasons for concern.

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Ava Labs President John Wu explains how institutional investors are reshaping crypto markets, driving adoption of blockchain technology and stablecoin payments. He also discusses the growing convergence of traditional finance and decentralized finance.

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Wrapping up a busy week of earnings, Diane King Hall breaks down the strong profit growth from Exxon Mobil (XOM) and Chevron (CVX) as higher oil prices and global supply disruptions boosted results.

Elsewhere, Reddit (RDDT) is falling despite a strong earnings beat as concerns over search referral traffic weigh on the stock, while Rivian (RIVN) tops earnings expectations and raises its full-year guidance.

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This earnings season is showing that investors want proof AI investments can generate meaningful returns, according to Stephanie Walter of HyperFrame Research. She says this explains the positive reaction to Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOGL), while Meta Platforms (META) has not shown a path to monetization of A.I.

Walter also says Apple (AAPL) is taking a different approach, focusing on enhancing its existing products and user experience rather than competing in the A.I. spending race.

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Markets are higher heading into Friday's open as investors digest developments in the Middle East and another round of major tech earnings. Jenny Horne discusses why crude oil is ticking higher following the latest regional headlines.

On the earnings front, Apple (AAPL) is pulling back from its all-time highs as weak guidance overshadows a record quarter, while Amazon (AMZN) is surging on strong AWS growth and upbeat results.

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Palantir (PLTR) has pulled back 41% from its all-time high as investors reassess its lofty valuation ahead of earnings. Tom White highlights the stock's weakening momentum and key resistance levels at $131 and $135.

White also breaks down a double calendar spread designed to take advantage of the elevated implied volatility surrounding Palantir's upcoming earnings report.

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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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Microsoft's (MSFT) latest earnings are easing concerns about heavy A.I. spending, as strong Azure growth shows the company is turning its massive investments into profits. Daniel Rubino of Windows Central explains why Microsoft's A.I. strategy is beginning to pay off.

Rubino contrasts Microsoft's approach with Meta Platforms (META), arguing Meta continues to spend aggressively on A.I. without a clear path to shareholder returns. He also says Apple (AAPL) is benefiting from a more measured strategy, giving it the flexibility to capitalize on A.I. advancements while continuing to drive iPhone growth and innovation.

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Pagaya (PGY) delivered what CEO and co-founder Gal Krubiner calls an "epic" quarter, fueled by a resilient high-end U.S. consumer and the company's expanding use of A.I.. Krubiner explains how A.I. is helping Pagaya identify new customers and improve lending decisions.

He says Pagaya's affluent customer base is benefiting from the tech boom in their own careers, supporting continued spending and strong demand across the platform. Krubiner also argues the market is misreading the macro environment, saying broad credit concerns don't reflect the strength of Pagaya's higher-end customer base.

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Amazon (AMZN) is rallying after earnings, and TripleLift's Rob Deichert says the company's powerful combination of retail, A.I., and advertising continues to drive growth. He points to Amazon's vast retail data, expanding AWS infrastructure, and integrated business model as creating a powerful competitive flywheel.

Deichert also says Amazon continues to innovate while showing no meaningful signs of a slowing consumer.

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