Schwab Network

Netflix (NFLX) shares are trading near 52-week lows. Earlier this year, the streaming giant walked away from acquiring Warner Bros. Discovery (WBD) with Paramount Skydance's (PSKY) buying the company instead. Wedbush's Alicia Reese says it could be a good thing as it shows Netflix isn't willing to overspend in expanding content capabilities. She adds that Netflix "is the anchor" for streaming that drives engagement on other platforms like Roku Inc. (ROKU), which was recently acquired by Fox Corp. (FOXA).

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Amanda Lai says retail sales continue to defy expectations, with strong growth across categories despite inflation and higher fuel costs. She points to resilient consumers and a sustained shift toward e-commerce, driven by value and convenience. Retailers are competing across channels, from direct-to-consumer to platforms like Amazon (AMZN), Walmart (WMT), and Target (TGT), to capture demand.

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LikeFolio’s Megan Brantley talks about social sentiment trends on Reddit (RDDT) as shares trade over 25% lower this year. She isn't as bullish heading into Reddit's current quarter earnings as the previous one because of a slight deceleration in ad revenue. Megan notes the wide gap the social media company has in advertising compared to Meta Platforms (META), though she sees sharp bullish momentum gripping Reddit if it can lock down more AI licensing deals.

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Keybanc raised its price target on Arista Networks (ANET) to $200 from $170 and maintains an overweight rating. Charles Schwab's Kevin Horner turns to the stock chart and explains how traders maintained and lifted long-term support, signaling strength in bullish trends. He then turns to an example options trade for Arista Networks.

Characteristics and Risks of Standardized Options: https://bit.ly/2v9tH6D.

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Frances Newton and Van Hesser discuss the latest Fed decision, where interest rates were left unchanged but a hawkish tone sparked market volatility. They highlight new Fed task forces, including one focused on the balance sheet, and discuss how these efforts could shape future monetary policy.

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David McAlvany talks about how the AI boom is impacting the gold market as futures trade nearly 25% below all-time highs. He turns elsewhere in the commodity space by offering his outlook for crude oil as the U.S. and Iran sign a memorandum of understanding.

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Jason Brown talks about today’s Big 3 and walks through example trades for each of his picks. He highlights Cummins (CMI) by pointing to an opportunity to participate in the AI boom. Jason also discusses Boeing (BA), questioning if they can maintain quality while expanding their plane building portfolio. He sees Marsh & McLennan (MRSH) as an opportunity with shares nearing 52-week lows. Charles Schwab's Kevin Horner walks us through the stock chart technicals.

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The big takeaway from the Fed's interest rate decision and following press conference with Kevin Warsh is an intensifying focus on inflation, says Jed Ellerbroek. He believes the task forces announced are a "bid for time" to help stabilize the economy. On AI ROI, Jed says the demand for compute is only accelerating as Alphabet (GOOGL), Amazon (AMZN), Microsoft (MSFT), and Meta Platforms (META) account for 70% of data center construction. He later turns to winners he sees in the aerospace and defense industry.

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Kroger (KR) drops more than 6% after hitting a 52-week low. Scott Mushkin says cost inflation and pricing pressure are weighing heavily on the grocery sector, calling industry dynamics “absolutely awful,” not company-specific. Tom White outlines a covered call strategy.

======== 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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Marley Kayden talks about developments in Apple (AAPL) as it increases prices on products to offset memory costs. Also catching investor interest: a potential deal with Intel (INTC). President Trump indicated the company will design and build chips in America, which will also be used in Apple products. Joe Tigay walks us through an example options trade for Apple.

======== 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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