Schwab Network

Charles Schwab's Adam Lynch discusses the latest moves in Bitcoin, highlighting that the cryptocurrency has broken its 200-week moving average. He also examines the factors weighing on cryptocurrencies, what investors should know about the Clarity Act, and its potential impact on the digital asset industry.

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Paul Meeks highlights the surge in memory prices as a key driver for Micron (MU) and the broader semiconductor sector. He examines whether the stock can extend gains after hitting a record high on strong earnings, with AI-driven memory demand accelerating. Meeks outlines what could sustain — or challenge — Micron’s momentum from here.

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Alex Coffey discusses Micron (MU) earnings and the stock's surge to a new all-time high. He highlights the AI memory chipmaker's fiscal fourth quarter guidance that came in well above expectations, which he sees solidifying strength and continuing momentum. Joe Tigay walks us through an example options trade for Micron.

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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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Nick Raich, CEO of The Earnings Scout, argues Nike (NKE) is a value trap, citing persistent declines in earnings. He says the company needs stabilization in Greater China and stronger product innovation to compete and regain momentum. Raich also points to the lack of a breakout athlete or brand catalyst as a key headwind for the stock.

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Andy Swan of LikeFolio highlights strong consumer adoption trends for Affirm (AFRM), despite a recent downgrade. He points to rising web traffic and increased reliance on the platform as credit conditions tighten. Swan says improving conditions for lower-income consumers could act as a catalyst for the stock.

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Noah Kann and Jacob Sonenshine talk about Micron (MU) after the memory chipmaker surged following a blowout earnings report. Noah says the results underscore memory's critical role in the AI era. Jacob points to Micron’s comments on its earnings call that supply and demand are expected to remain tight through 2027, suggesting the imbalance could persist for years.

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Meghan Welch breaks down the surge in M&A activity across aerospace and defense, driven by rising global tensions and increased defense budgets. She highlights strong demand for modernization, AI-driven technologies, and reshoring efforts, alongside a commercial aerospace recovery. Welch notes opportunities in smaller suppliers and aftermarket services as delays at Boeing (BA) and Airbus extend the lifespan of aging aircraft.

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Dan Deming talks joins today's Big 3 and highlights JPMorgan Chase (JPM) as shares touch new record highs. He sees Danaher (DHR) as a candidate for a continuing breakout, noting a similar pattern in Merck (MRK). Dan offers example options trades while Rick Ducat joins the discussion with a look at the technical setups in each stock.

======== 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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Sandra Swirski, CEO of Integer, explains how rising political tensions ahead of the November elections are creating uncertainty for markets. She points to increased pushback from Congress and the president’s refusal to sign a bipartisan housing bill as signs of deepening dysfunction. Swirski warns the standoff could lead to a policy logjam, adding risk for companies and investors.

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

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All 32 banks in the Fed's "stress test" passed, which Stephen Biggar considers a green light for financial strength heading into the upcoming earnings season. He adds to his perspective by outlining profit expectations for companies like JPMorgan Chase (JPM), Wells Fargo (WFC), and Bank of America (BAC). Tom White turns to an example options trade for JPMorgan Chase.

======== 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

Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

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