Schwab Network

Dave Nicholson and Angelo Zino break down Broadcom's (AVGO) pullback after earnings. Angelo says the expectations going in were high, but overall the numbers were good. Dave discusses the state of the AI chip trade and says companies in the semiconductor space are being compared to Nvidia's (NVDA) success, leaving Broadcom at a disadvantage.

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Kevin Davitt with Nasdaq discusses his overall look on the tech sector currently and what to make of recent tech momentum. He mentions underperformers like Microsoft (MSFT) that have since bounced back and what it means for the Nasdaq-100's (NDX) growth. Kevin also breaks down the outlook for potential market volatility following a parabolic rally in AI stocks.

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Jason Brown takes us through today's Big 3 by starting with the State Street Consumer Staples Select Sector SPDR ETF (XLP). It holds a basket of what he calls "safety stocks" after a volatile melt-up in the AI trade. He also turns to Comcast's (CMCSA) long-term downtrend and Ulta Beauty's (ULTA) post-earnings plunge as other opportunities. Jason offers example options trades for his picks while Rick Ducat walks us through key technicals in the stock charts.

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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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OptionsPlay's Tony Zhang breaks down the state of the AI trade and its fragile effect on the market. He says given how cheap options are right now, it's a good opportunity for investors. Tony highlights Amazon (AMZN) and Microsoft (MSFT) as two Mag 7 stocks worth looking at and walks us through example options trades for both.

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Lululemon (LULU) has a low bar to jump in earnings, and Raul Shah believes the company needs to show some strength in its domestic sales to re-energize the stock. He says the company originally dropped the ball during the COVID-19 pandemic when they lost sight of their core customer. Raul now believes customer focus will be critical in guidance. Tom White offers an example options trade for Lululemon.

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Marley Kayden breaks down CrowdStrike's (CRWD) earnings noting it was a slim beat, but nothing significant. The stock still sold off following the report. She says as far as guidance moving forward, they're in-line with estimates and points to a 4-for-1 stock split as a potential driver moving forward. Joe Tigay walks us through an example options trade for CrowdStrike.

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Steven Englander explains that U.S. dollar strength is being driven more by capital inflows and weakness abroad than by domestic outperformance. He discusses the Japanese yen’s decline and questions the effectiveness of potential Bank of Japan intervention. Englander also says the Fed may hold off on rate hikes, but bond yields could continue rising due to persistent inflation and growing credit demand.

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Charles Schwab's Nathan Peterson explains the dynamics he sees around a "subdued" VIX as tech pulls back Thursday in reaction to Broadcom (AVGO) and CrowdStrike's (CRWD) earnings. He worries that markets are growing complacent around the U.S.-Iran War's impact on the economy. Nate makes the case that a 10% pullback remains in the cards.

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Broadcom (AVGO) threw a wrench into the AI trade with weaker-than-expected earnings report. Jenny Horne considers the report a reality check for the sector despite Broadcom saying it expects semiconductor revenue to triple. She touches on other negative earnings reaction in CrowdStrike (CRWD) even though it posted a beat and raise. Jenny explains how management caution hit Five Below (FIVE) despite what she calls a "blowout quarter."

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Ted Parkhill challenges the notion that U.S. equities will remain strong. He argues that international equities, such as the KOSPI index, are showing more strength with companies like Samsung and SK Hynix leading the charge. Ted also suggests that investors should diversify and find non-correlated assets due to elevated market levels.

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