Schwab Network

TheoTrade's Don Kaufman returns to the Big 3 and offers a bullish take on Eli Lilly (LLY) as he sees a higher run following recent acquisitions. However, he leans bearish on Ferrari (RACE) following earnings and its new EV announcement. He also shares a bearish perspective in Target (TGT) as inflation runs hot. Don offers example options trades for his picks while Rick Ducat turns to technical analysis in the stock charts.

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Crude oil has pulled back as U.S.-Iran tension fears ease. Jim Iuorio says AI-driven CapEx and strong demand will help the U.S. economy avoid an oil shock, while flagging potential supply increases. Jim turns to opportunities he sees in Tesla (TSLA) and metals like Silver and gold.

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Stephanie Walter breaks down expectations for Marvell's (MRVL) earnings as the stock hits record highs. She points to compute demand as the key driver for Marvell's momentum but urges investors to look for commentary on hyperscalers. As Stephanie says, "Marvell's revenue is increasingly a readthrough on AI revenue." George Tsilis walks us through an options example trade for the AI chipmaker.

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Marley Kayden breaks down Micron's (MU) continuing rally after Barclays raised its price target. Micron joined the $1 trillion market cap club Tuesday, and analysts expect strong upsides as supply and demand trends continue through 2027. Prosper Trading Academy's Scott Bauer walks us through an example options trade.

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Technicals are turning bearish in the semiconductor names, says Nate Peterson with Charles Schwab. He has his eyes on Marvell's (MRVL) earnings after the close, which he sees as a potential bellwether for the sector's direction. Nate also shares worries of a "sell the news" situation once the U.S. and Iran reach a peace agreement. On the macro front, Mike Townsend breaks down the state of the midterm elections and explains why the GOP agenda can "turn sideways."

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AI CapEx continues to drive markets globally as investors weigh whether growth can justify valuations. Katrina Dudley highlights opportunities beyond mega-cap tech, pointing to picks-and-shovels names and Micron (MU) benefiting from strong demand.

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ZScaler's (ZS) hit to top line growth has investors concerned, says Kevin Green, attributing the stock's 30% sell-off to much of tech's weakness Wednesday. That said, AI memory stocks like Micron (MU) are adding strength where cybersecurity showed frailty. KG talks more about Wednesday's dynamic between hardware and software stocks. He then analyzes the latest macroeconomic data in Richmond Fed and MBA mortgage applications.

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Eli Lilly (LLY) leads in weight-loss drugs as retatrutide shows strong results. William Soliman highlights competition from Amgen (AMGN) and potential upside in Structure Therapeutics (GPCR), Viking Therapeutics (VKTX), and Altimmune (ALT).

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Diane King Hall breaks down Wednesday's biggest moving stocks, including ZScaler (ZS) tumbling on weaker free cash flow guidance. Dick's Sporting Goods (DKS) slipped despite strong earnings, though its Foot Locker segment saw great growth. Diane stays with retail to discuss Abercrombie & Fitch's (ANF) move higher.

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Sean Clark remains bullish despite rising targets from Goldman Sachs and Morgan Stanley. He points to strong fundamentals, tight credit spreads, and broadening participation beyond names like Nvidia (NVDA) as support for further gains. He also notes any pullback could be a healthy reset.

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