Schwab Network

Glen Smith says strong earnings and historical midterm trends support a positive market outlook, but high expectations make forward guidance increasingly important. He favors healthcare and financials, including JPMorgan Chase (JPM), Johnson & Johnson (JNJ) and UnitedHealth (UNH), and remains bullish on AI names Nvidia (NVDA), Broadcom (AVGO), Lam Research (LRCX), HPE (HPE) and Micron (MU) while warning against overconcentration and debt-heavy plays like CoreWeave (CRWV). Smith is watching inflation, jobs and the Strait of Hormuz for clues on the Fed’s December decision, with his base case for rates to remain unchanged.

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Gabelli Funds portfolio manager Tony Bancroft previews GE Aerospace (GE) earnings, expecting continued commercial travel and services growth despite higher oil prices and Middle East uncertainty, alongside support from defense spending. He highlights GE’s strong cash flow, $200 billion-plus backlog, LEAP engine demand and potential acquisitions aimed at easing supply-chain bottlenecks. Bancroft remains bullish on GE long term, while Tom White outlines a neutral-to-bullish example options trade ahead of earnings.

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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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Morgan Stanley has named Amazon (AMZN) a top pick and set a price target about 35% higher from where the stock currently trades. Marley Kayden discusses the growth prospects the firm sees in the Mag 7 giant, from the company's AWS runway to its path in becoming a "key agentic enabler and winner." Prosper Trading Academy's Charles Moon offers an example options trade for Amazon.

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Has the bar for earnings reset given all the geopolitical and AI volatility? Liz Ann Sonders of Charles Schwab believes the CoreWeave (CRWV) debt concerns played a role in lowering the bar. However, hyperscalers confirming and raising CapEx is what Liz Ann sees being the clearest sign that AI growth isn't slowing. Michelle Gibley addresses the "unsustainable" government spending concerns in France as riots break out across the country. She expects European stocks to take a continuing hit until there's more certainty.

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Peter Tchir sees a flashing "yellow alert" for Treasury yields and credit risks as rising interest rates and geopolitical risks rise. He discusses how key ETFs tied to both are on the precipice of getting worse, something Peter believes will hit equities. He's also nervous of China's ability to "dump cheap compute" into markets, which looks appealing to companies struggling to reach AI profit thresholds. Peter adds that there's more international headlines to watch beyond Iran and the Strait of Hormuz, pointing to the riots in France as a clear indictor.

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The AI trade wavered soon after Monday's opening bell, seen in CoreWeave (CRWV) pulling back to the flat line following strong premarket price action. Kevin Green discusses the standout tech movers he's watching, along with the added macro pressures from crude oil volatility. The NAHB housing market index plunged to its lowest level since June 2012, something KG says reflects the "almost recession" conditions he sees in housing.

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Jay Hatfield says the tech selloff was largely a rotation and believes strengthening earnings can push the S&P 500 (SPX) toward his 8,000 target. He discusses risks from Fed policy and France potentially leaving the eurozone, while highlighting opportunities in Marvell (MRVL), Amazon (AMZN), Alphabet (GOOGL), Bank of America (BAC) and KKR (KKR). Hatfield names Marvell as his top tech pick and sees the stock reaching $400 over the next two to three years, while also explaining his Nasdaq call-writing strategy.

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Cleveland-Cliffs (CLF) is back in black as seen in the latest earnings print. Datadog (DDOG) gets an upgrade from Bernstein on expectations of faster growth. Morgan Stanley boosted its price target for Amazon (AMZN) and named the stock a top stock pick. Diane King Hall turns to the top market movers at the start of Monday's trading session.

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Steven E. Orr discusses why he’s buying the dip after taking profits ahead of the tech selloff, including adding SpaceX (SPCX) and D-Wave Quantum (QBTS). He sees cybersecurity as a major opportunity as AI creates new security threats, highlighting Cloudflare (NET), Zscaler (ZS), Palo Alto Networks (PANW), and Akamai (AKAM). He’s also watching Tesla (TSLA) and Meta Platforms (META) earnings while cautioning that the tech rebound could still be a relief rally.

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AI is rebounding and crude oil is cooling after the former sold off and the latter rose last week. Kevin Hincks discusses the key movers on his radar to start the trading week as investors brace for several Big Tech earnings. Among the names on the docket: Tesla (TSLA), SpaceX (SPCX), Meta Platforms (META), and Netflix (NFLX). Keep on eye on the housing market as well, with Kevin pointing to key data expected to hit the wire.

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