Schwab Network

Jacob Sonenshine examines the latest bank earnings, highlighting the contrast between investment banking strength at JPMorgan Chase (JPM) and Goldman Sachs (GS) and the challenges facing regional lenders. He also discusses the outlook for net interest income and why banking remains a highly cyclical business.

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Macquarie Group’s Thierry Wizman explains why a cooler-than-expected CPI report is unlikely to change the Fed’s outlook. He discusses the case for a potential Q4 rate hike and why markets may ultimately benefit if the Fed reinforces its commitment to controlling inflation.

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Matt Wittmer explains why investors should focus on quality companies with strong future cash flows while maintaining a diversified approach to AI. He highlights banks and industrials as overlooked AI beneficiaries, citing productivity gains, cross-selling opportunities, and fraud prevention as drivers of long-term growth.

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Erin McLaughlin and Jason England discuss the cooler-than-expected CPI report and why the Fed will likely need more evidence before changing policy. They also examine treasury market volatility and how AI, tariffs, and geopolitical risks could influence inflation going forward.

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The crypto space is making a slow but stable recovery, says Spark CEO Sam MacPherson, arguing the institutional buying power has set a firm foundation for bulls. Additionally, Sam argues the lack of regulatory clarity kept Bitcoin and other cryptocurrencies from reaching their full potential. He explains why recent bearish trends are experiencing bullish breakouts and how Spark plays a central role in the stablecoin market.

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Ron Westfall expects Intel (INTC) to report "more good news than not good news" in next week's earnings. While the legacy tech firm anticipates a PC revenue cooldown, Ron points to the company's progress on AI ambitions as enough to back guidance expectations. How Intel extends its reach into the total addressable market is what he will turn to as the most important metric when it reports.

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CFRA's Kenneth Leon breaks down earnings from JPMorgan Chase (JPM), Bank of America (BAC), Citigroup (C), and Goldman Sachs (GS), highlighting stronger-than-expected trading and investment banking results. He also discusses how a more favorable regulatory environment could boost M&A activity and help fuel a busy IPO market in the second half of the year.

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Block (XYZ) "is fairly priced" short-term, says LikeFolio's Andy Swan, though he expects the company to pick up substantial momentum long-term. He points to significant earnings growth and high consumer happiness with business arms like Square and Cash App as signals of strength. Andy adds that if Bitcoin and the overall crypto space sees a rebound, Block is poise to benefit.

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Stephen Biggar and Dory Wiley break down second-quarter results from major banks including JPMorgan Chase (JPM), Bank of America (BAC), Wells Fargo (WFC), Citigroup (C) and Goldman Sachs (GS). They discuss how strong capital markets activity, investment banking and net interest income are supporting profits, and why a favorable regulatory environment could help drive additional growth and M&A activity through the rest of the year.

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Seth Schachner examines the proposed merger between Paramount Skydance (PSKY) and Warner Bros. Discovery (WBD), highlighting regulatory challenges in the U.S., UK and Europe. He discusses potential asset divestitures, the competitive pressure from streaming leaders like Netflix (NFLX) and YouTube, and why consolidation may bring concerns over jobs, competition and innovation across the media industry.

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