Schwab Network

Alphabet (GOOGL) is one of the worst performers in the S&P 500 (SPX) as the stock suffers one of its steepest single-day losses on record. Marley Kayden turns to the key metrics making investors second-guess the Mag 7 giant's forward momentum as it doubles down on AI spending. As she explains, ads and search are thorns in cloud's rosy revenue growth. Joe Tigay offers an example options trade for Alphabet.

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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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Market breadth shows 80% of stocks higher an hour after the opening bell even as most major indices trade lower, according to Charles Schwab's Joe Mazzola. As tech drags down the stock market, Joe explains how the health of Thursday's trading session remains strong. Kasey McCurdy turns to the AI CapEx story and key components of the buildout that see risks in the months and years ahead. AI chip supply remains the key overhang he sees for the trade.

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Karl Desmond of Invesco discusses how custom model portfolios are giving financial advisors more personalization while saving time and improving efficiency. He explains the growing role of alternatives and active ETFs, how AI is improving the advisor experience, and why Invesco currently favors stocks over bonds while emphasizing higher-quality holdings and broader diversification.

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Kevin Green addresses the September PCE print and the Fed's ongoing inflation fight after it paused interest rates for October. GDP's uptick offered a pillar of support for the U.S. economy, though KG points to the AI buildout as a lingering question mark for future growth. He notes the "historic" drag Alphabet (GOOGL) is creating for the communications sector after it posted a double miss in earnings. KG makes the case Alphabet is "cannibalizing its business to a point" in search and ads while cloud revenue surges. Microsoft's (MSFT) post-earnings pop also retreated soon after Thursday's opening bell.

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Michael Reinking says markets are resetting as investors adjust to slower growth after years of elevated expectations. He discusses the Fed’s rate outlook and tightening financial conditions, while breaking down Alphabet (GOOGL), Microsoft (MSFT), Fortinet (FTNT), CrowdStrike (CRWD), Palo Alto Networks (PANW) and Caterpillar (CAT), arguing strong earnings can still disappoint when expectations are too high.

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Jeff Mortimer, CIO of Elyxium Wealth, remains bullish but says investors should diversify beyond the AI trade as questions grow around valuations, debt and returns on investment. He favors a mix of growth and value, U.S. over international equities and alternatives, while viewing oil and geopolitical risks as key market drivers. Mortimer also discusses generational wealth transfers and how AI is changing both financial advice and investment opportunities.

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Fortinet (FTNT) shares sunk after earnings as the cybersecurity company's product revenue slowed. Caterpillar (CAT) showed a similar slowing story in its earnings despite posting a beat. Eli Lilly (LLY) offered a bright spot in Thursday's trading action thanks to Mounjaro and Zepbound growth. Diane King Hall discusses the top earnings movers kicking off Thursday's session.

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Francis Newton of Tuttle Capital Management discusses risks to the AI trade from higher rates, widening credit spreads, weaker free cash flow and rising capital costs. She’s watching the 10-year Treasury and Nasdaq-100 (NDX) for signs of a potential repricing, while still seeing opportunities in AI bottlenecks, infrastructure, property and casualty stocks, digital credit and ETFs that use derivatives to manage volatility.

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Inflation is showing a continuing uptrend even though the rise comes in-line with investor expectations. Kevin Hincks takes investors through the headline numbers and the metrics underneath he believes are important drivers behind inflation's stickiness. The Fed is battling that elevated inflation, even after issuing an interest rate hold in Wednesday's meeting. Kevin then turns to the earnings front and highlights the deepening cash burn in Alphabet (GOOGL) after it posted a double miss in earnings.

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Amazon (AMZN) reports earnings after Thursday's close, with the company's AWS growth being a crucial metric that investors will look for. Tom White turns to the Mag 7 stock's price action and highlights key levels as shares consolidate. He turns to an example options trade for Amazon.

======== Schwab Network ========

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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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