Schwab Network

Carnegie Investment Counsel CIO, Ben Connard, discusses what the latest jobs report means for inflation and the Fed. He also explains how high earnings expectations are impacting stocks and highlights opportunities in Microsoft (MSFT), O'Reilly Automotive (ORLY), and Stryker (SYK).

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At the opening bell, George Tsilis walks us through Thursday morning’s top moving stocks. He says HSBC upgraded Adobe (ADBE) to buy and raised its price target on the beaten down software stock. George also highlights Wells Fargo cutting Alphabet’s (GOOGL) price target and Goldman Sachs raising price targets across the airline industry as crude oil slides.

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The June jobs report signals some surprise weakness on the Fed's employment side of the dual mandate, says Jeff Pierce of Charles Schwab. However, he doesn't believe it points to signs of recession. Jeff outlines what the print means for the FOMC's path forward on interest rates and explains how Fed Chair Kevin Warsh's commentary plays into his reasoning.

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Shares of Caterpillar (CAT) have surged more than 150% year-over-year as investors see the industrials giant as a key player in the AI buildout. Rick Ducat takes traders through the stock's bull run and highlights key support and resistance levels to watch. He then turns to an example options trade for Caterpillar.

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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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The June jobs report "is not a good number," says Joe Brusuelas, pointing to a 57,000 increase in nonfarm payrolls he considers "barely above breakeven." However, he expects to see "significant upwards revision" to this print once the July numbers come out. He explains where he sees the weakness coming from, how it plays into the Fed's dual mandate, and offers his stance on whether AI is to blame.

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Erik Lundh highlights his expectations for the June jobs report, along with the headwinds he sees should weakness appear on that side of the Fed's dual mandate. He shares concern in how consumers will feel the pinch from rising inflation. Erik then talks about Fed Chair Kevin Warsh's ECB forum speech and why he doesn't see interest rate changes for 2026 and tentatively 2027.

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Futures are muted ahead of the finally trading day of a holiday-shortened week. Tom White recaps the week explains why investors are likely taking a breather on moves ahead of the opening bell. Wells Fargo also took a breather on its price target for Alphabet (GOOGL) and made slight adjustments to Amazon (AMZN) and Meta Platforms (META). Sticking with the tech trade, Tom talk about why DA Davidson is upgrading Palantir (PLTR) and reports Apple (AAPL) seeks to buy Chinese AI chips.

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Crude oil's price spike helped fuel rallies in Chevron (CVX) and related companies. After a significant sell-off in crude, Ben Watson of Charles Schwab points out a "cup and handle" pattern forming in Chevron's stock. He adds that shares are nearing a key support level when examining the stock's long-term price action.

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Marley Kayden talks about Fed Chair Kevin Warsh's speech at the ECB Forum as markets focus on global central bank commentary. Sam Vadas highlights strength in cyclical sectors seen in Wednesday's trading session.

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Ivan Burazin talks about how businesses are working around AI bottlenecks as infrastructure expands. He explains how to find the next AI winners and how AI agents will be used as more companies deploy the evolving technology.

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