Schwab Network

Neena Mishra breaks down the surge in tanker freight ETFs as Middle East tensions push ships onto longer routes and drive up insurance, labor and crude transportation costs. She explains why the volatile trade is better suited for short-term commodity traders and compares it with oil futures ETFs such as USO, including how backwardation can boost returns.

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Nicolas Owens and Nick Raich break down Boeing’s (BA) earnings as its recovery proves more costly and slower than expected. They point to improving cash flow, defense results and strong demand, but say Boeing still needs to consistently ramp 737 production while maintaining quality. Owens sees the selloff as overdone and the stock as roughly 30% undervalued, while the broader outlook for industrials remains positive heading into 2027, with AI potentially boosting productivity.

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Jim Neesen calls Anthropic's S-1 "historic" with its "business in the front, party in the back" report. He considers the business side of the pre-IPO giant strong with its war chest of cash and rampant revenue growth. Anthropic's "pure play" AI business model is something he sees acting as a "litmus test" for other upcoming IPOs. Jim adds that Anthropic's deals serve as a "cannonball in a swimming pool," meaning that the size of the contracts act as a hinderance to investor views on the company's long-term outlook.

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Scott Martin breaks down UPS (UPS) after its earnings beat and raised outlook, pointing to higher fuel and shipping costs, shifting e-commerce trends and its move away from lower-margin Amazon (AMZN) business. He says FedEx (FDX) remains the safer bet after outperforming UPS, though UPS could offer more upside as both companies adapt to a changing shipping economy.

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LikeFolio's Landon Swan breaks down sentiment data on Brinker International (EAT), with Chili’s benefiting as sit-down dining increasingly competes with fast food on value. He sees Brinker potentially meeting or slightly beating expectations despite tougher comps and leans bullish after the stock’s pullback, while calling Texas Roadhouse (TXRH) his clear favorite among sit-down restaurant stocks based on strong consumer data.

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Jessica Inskip has her eyes on the Fed's interest rate decision and impacts it will have on bonds, along with Mag 7 earnings and their impact on equities. She sees a favorable set-up in stocks with the SOX and SMH finding strong support, which adds to her optimism on today's Big 3. Jessica continues to list Apple (AAPL) as her stock pick of 2026, sees Micron (MU) moving beyond the "boom and bust" AI memory cycle, and expects Lumentum (LITE) to continually build on its EPS guidance. Kevin Green offers his technical analysis of the stock chart for each of Jessica's picks.

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SoFi Technologies (SOFI) is a unique stock in the fintech space, says Keith Buchanan, especially in the way it accrues customers. He explains how earnings show ways the company has "grown up." Andrew Wang believes SoFi's earnings challenges pessimism from investors that the stock deserves a heightened premium. Looking ahead, Andrew says it will be paramount to see how SoFi can maintain growth in the face of an uncertain economic backdrop.

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Chris Vermeulen says AI semiconductor stock charts like the PHLX Semiconductor Index (SOX) and the VanEck Semiconductor ETF (SMH) show persistent short- and long-term bullish trends. He expects Nvidia (NVDA), AMD Inc. (AMD), Broadcom (AVGO) and other large cap chipmakers to lead the rally and doesn't expect a broad rise across the S&P 500 (SPX). Chris adds that the stock market is currently experiencing a "cycle low" that he sees adding momentum to a violent rally. There's also potential for a steeper break down should technical support shatter.

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Boeing (BA) shares tumble as its earnings call raises concerns about higher costs, slower production and delivery targets, despite positive cash flow and a massive backlog. Noah Hamman says quality-control issues and manufacturing efficiency remain key hurdles, though Boeing still has long-term turnaround potential. Tom White demonstrates an example trade.

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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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A new $63 billion debt financing deal for Anthropic to buy Broadcom (AVGO) AI chips has shares of the chipmaker rallies Tuesday. Marley Kayden talks about why the headline is so significant as Anthropic readies for an IPO as soon as next month. D.A. Davison also upgraded Broadcom and raised its price target. Tim Biggam offers an example options trade for Broadcom.

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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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