Schwab Network

Oracle (ORCL) announced record fourth quarter earnings beating analysts' predictions. TSMC (TSM) fell today although the company's revenue was up, and Super Micro (SMCI) took a massive tumble coming in as the S&P 500's (SPX) worst performer.

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Marley Kayden talks about May's CPI beating expectations marking the highest number we've seen in three years. Sam Vadas discusses TSMC (TSM) May revenue rising despite the company falling below analysts' expectations.

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Macquarie's Chad Beynon breaks down mounting regulatory pressure on prediction markets, particularly around player props, and the implications for the broader gaming industry. He highlights a shift in consumer behavior toward regional casinos and closer-to-home entertainment amid evolving spending trends. Chad also outlines expectations for the World Cup to drive significant global betting, with growing participation in the U.S. sports betting market.

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Fund flows for Bitcoin have not been favorable for bulls in the crypto space, says Charles Schwab's Adam Lynch. He points the price action to institutional derisking as Bitcoin falls back toward $60,000. On the macro front, Adam discusses what headwinds he sees ahead for the Clarity Act as Congress faces pressure to pass the legislation.

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Jay Hatfield argues inflation is being overstated, pointing to distorted shelter data in CPI. He expects up to three rate cuts in the next year and sees the S&P 500 rising to 8,200, with upside to 9,000 if geopolitical tensions ease. Hatfield also highlights tech-driven growth, U.S. natural gas strength, and calls for the Fed to incorporate money supply and oil prices into its forecasts.

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Just ahead of Oracle's (ORCL) earnings after Wednesday's close, Steven Dickens says the company's backlog will be the biggest metric to watch, along with how it converts it all into revenue. How Oracle builds out AI infrastructure and balancing it with future CapEx are also paramount to Steven, though he doesn't see it as a concern. He calls Oracle the "fourth hyperscaler" and sees the company competing against existing giants in Alphabet (GOOGL), Microsoft (MSFT), and Amazon (AMZN).

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Kevin Rich of WEBs Investments talks about the ETFs his firm uses for a variety of situations investors face and the story ETF flows are telling right now. From concentration risk, market rotation, and uncertainty on interest rates ahead, Kevin explains how investors can use his firm's ETFs to fend off volatility.

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Ken Kim and Yelena Shulyatyeva break down the latest CPI report showing a 4.2% year-over-year increase, in line with expectations but pointing to persistent inflation pressures. They discuss what the data means for the U.S. economy, including potential Fed policy responses. The economists also examine how rising prices could impact consumer spending going forward.

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Charles Schwab's Kevin Horner says the S&P 500’s (SPX) recent 5% pullback is within normal expectations from a technical perspective. He highlights Bank of America (BAC) as a relative strength standout and points to Mondelez International (MDLZ) for its consistent pattern setup and short-term upside potential. Horner cautions that resistance levels remain key for traders navigating the current market.

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Ron Westfall highlights how Oracle (ORCL) is converting large AI deals into revenue, with strong momentum in its cloud infrastructure segment. He points to Oracle’s diversified portfolio and solid fundamentals as key strengths. Westfall says Oracle’s enterprise positioning and unique capabilities should support continued adoption and help the company hit its targets.

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