Schwab Network

Diane King Hall breaks down this morning's earnings movers by starting off with a winner in Okta Inc.'s (OKTA) beat, pushing shares to a 52-week high. NetApp (NTAP) hit new all-time highs after earnings while SentinelOne (S) plunged on a revenue miss and disappointing guidance.

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Despite the old “sell in May” cliché, U.S. stocks are holding firm, driven by AI momentum and resilient earnings. Scott Welch breaks down a “tale of two markets,” highlighting renewed strength in mega-cap tech alongside solid small-cap performance, while also addressing a more hawkish Fed outlook and rising global opportunities. He closes by weighing whether AI’s surge reflects true earnings power or signs of overheating.

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After Dell Technologies (DELL) posted stellar earnings beat and guidance raise, many investors will now have their eyes on HP Enterprise (HPE) into its earnings after Monday's close. The stock is currently trading at record highs. Rick Ducat turns to the key support and resistance levels to watch in the stock charts. Tom White returns to Options Corner and walks through an example options trade for HP Enterprise.

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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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Jim Kelleher talks about the massive earnings beat and guidance raise in Dell Technologies' (DELL) report and why agentic AI gets the credit for the surge. He notes Dell's "massive backlog" with products like Nvidia's (NVDA) Vera Rubin and Blackwell AI chips backing the growth picture. Jim also likes the company's growth in its more traditional businesses.

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"This has been a run for the ages" in the stock market, says Jay Woods, noting the S&P 500 (SPX) is on track for a nine-week rally. Now he believes anything from consolidation to a 10% pullback is in the cards. Jay points to the U.S.-Iran War and inflation woes as the biggest headwind over markets. He highlights transportation stocks setting up a potential rebound rally as something for investors to watch. In separating hype from reality, Jay talks about finding "bottoms" in parabolic stocks, including those in the quantum trade.

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Kevin Horner with Charles Schwab talks about a "very interesting" set-up in Dollar General (DG). He turns to a 10-year weekly chart in the discount retailer to explain why bulls can quickly reignite a rally.

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Markets are still red-hot with the AI trade taking investors by storm, says Kevin Green. He points to Dell Technologies (DELL) and its monstrous earnings beat as the latest sign that tech's here to stay, as shares rally over 30% in overnight trading. KG then touches on the software space with Okta Inc.'s (OKTA) earnings beat and MongoDB's (MDB) "flash crash" followed by a reversal rally.

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"It's difficult to tell what the motivations are" in a U.S.-Iran peace deal, says Thomas Martin, who believes a that deal and a reopening of the Strait of Hormuz will gradually ease inflation concerns. However, he says it needs to happen "sooner rather than later." Thomas then turns to blockbuster earnings like Dell Technologies (DELL) and Micron (MU) that served as buoys to geopolitical uncertainty. He urges investors to follow the CapEx spend to find unsung beneficiaries in the AI trade.

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Snowflake (SNOW) beat earnings expectations and announced AWS deal while Dell Technologies (DELL) beat revenue expectations by almost $10 billion. Nebius (NBIS) also rallied after a filing showed a hedge fund disclosing 5.5% stake in the infrastructure company.

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Marley Kayden talks about oil prices moving lower as investors pulled back due to the Middle East conflict and the potential deal reported. Sam Vadas highlights reported retail earnings proving how resilient consumers are.

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