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Adam Lynch of Charles Schwab discusses the Clarity Act's chances of passing before the August recess and the bipartisan support behind the legislation. He also examines the bill's crypto ethics provisions and whether its potential passage is already reflected in Bitcoin's price.
======== Schwab Network ========
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Jim Thorne previews Intel's (INTC) earnings, arguing that execution—not the headline numbers—will determine the company's future. He explains why investors should focus on AI leaders with strong moats, including Micron (MU), Nvidia (NVDA), and Broadcom (AVGO).
======== Schwab Network ========
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Kenge Stevenson, president of 329 Services and former Missouri Tiger, talks about the economics behind NBA expansions and the private equity surge seen in the space. He discusses what makes ownership in sports so appealing to private investors and explains how it benefits cities and local economies.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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Hatem Dhiab shares his biggest takeaways from Tesla's (TSLA) earnings, including concerns over CapEx climbing toward $25 billion for 2026. He argues that some investors are shifting their attention to SpaceX (SPCX), another Elon Musk-led company with a stock struggling to find its footing. Hatem believes Tesla builds the best cars but doesn't focus enough on selling them, adding that Musk is too focused on future AI-powered aspirations.
======== Schwab Network ========
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LikeFolio's Andy Swan previews Deckers Outdoor's (DECK) earnings, pointing to solid consumer demand for the company's Hoka brand. While Hoka continues to gain traction, Swan notes it trails On Holding (ONON) and Nike (NKE) in consumer sentiment data. He shares his earnings score for Deckers and discusses the potential for significant post-earnings stock moves.
======== Schwab Network ========
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Tony Zipparro and Ben Connard break down their biggest takeaways from Alphabet's (GOOGL) earnings, including the Mag 7 firm's decision to raise CapEx to $195 billion from $180-$190 billion. They also explore the key drivers that could fuel Alphabet's future growth, like Google cloud, which showed an 82% revenue increase year-over-year.
======== Schwab Network ========
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Perry Beberman, CFO of Bread Financial (BFH), discusses the company's earnings beat and strong stock performance, highlighting AI-powered underwriting and disciplined lending practices. He also explains why a resilient U.S. consumer and improving credit trends continue to support growth.
======== Schwab Network ========
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Prosper Trading Academy's Charles Moon talks all about tech for his Big 3 picks Thursday. He sees opportunity in Alphabet (GOOGL) as the stock sells off after earnings, compares SK Hynix's (SKHY) setup to the Mag 7 giant's earnings reaction, and sees IREN (IREN) as a high-risk, high-reward opportunity. Charles Moon offers example options trades for all his picks while Alex Coffey walks through the technicals in the charts.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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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Luke Lloyd discusses the market's reaction to rising AI investments from companies like Alphabet (GOOGL), arguing the spending is essential for future growth. He also shares a bullish outlook on software stocks, saying AI will enhance existing platforms rather than replace them.
======== Schwab Network ========
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Tony Bancroft discusses strong earnings from RTX Corp. (RTX) and Lockheed Martin (LMT), highlighting growing backlogs and healthy free cash flow as signs of continued defense spending strength. Tom White then outlines an example options trade for Lockheed Martin.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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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