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Chris Ward says higher rates don't necessarily kill bull markets but they do create winners and losers as the cost of capital shifts after 15 years of cheap money. He likes the technology sector through the XLK ETF, where earnings are growing 70% year-over-year, and says the Mag 7 is essentially holding up the entire S&P 500 (SPX). He also favors international AI plays like TSMC (TSM), SK Hynix, and Samsung through the iShares Emerging Markets ex China ETF.

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In the race between hyperscalers to capitalize on the AI trade, R. "Ray" Wang says Alphabet (GOOGL) "is killing it" through Gemini and cloud expansions das booth boost in AI-related revenue. He explains what makes it different from Microsoft (MSFT), Meta Platforms (META), and Amazon (AMZN). As for Oracle (ORCL), Ray discusses whether the cloud company can justify its ballooning CapEx. Tom White offers an example options trade for Alphabet.

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Nike (NKE) shares plummeted to historic lows following yet another earnings report showing weakness in the company's turnaround plan. Marley Kayden discusses key metrics in the legacy athletic company's report to help investors gauge the stock's forward momentum. Dan Deming offers an example options trade for Nike.

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There's some strength under the surface of the weaker-than-expected September jobs report, though as Collin Martin of Charles Schwab states, pointing to stability for the labor market. However, Treasury yields are keeping equity investors on edge. Alexanandra Semenova addresses concerns of market breadth with the S&P 500 (SPX) Equal Weight hitting its seventh straight week of losses, a rare sight based on historic metrics. It's something she sees setting the stage for broadening strength shaping up during the incoming earnings season.

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Ken Kim of KPMG says the latest jobs report shows payroll growth stalling and paychecks losing ground, giving the Fed room to hold off on a rate hike this month. He still expects a December hike as inflation remains too hot, with PMI price measures rising and elevated energy costs feeding pipeline inflation. He also notes that immigration losses are tightening labor supply and pushing up wages in select industries like leisure and healthcare.

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Jason Ware believes the latest earnings season sets a bullish case for the tech trade, even if volatility keeps a hold on stocks short-term. When it comes to Nvidia (NVDA), he outlines why he still sees a bull case for the mega cap and explains how its business offers a lift for other Mag 7 names. That said, Jason tells investors to be aware of risks that persist in the stock market, from a potential AI bubble to lingering tensions in the energy trade.

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Diawa upgraded HPE (HPE) to outperform from neutral. Morgan Stanley reiterated Nvidia (NVDA) as the firm's top pick. OnSemi (ON) and Synaptics (SYNA) amended details to their coming merger. Diane King Hall turns to the top tech movers kicking off Friday's trading session.

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Bob Shea, CIO of Dynasty Financial Partners, says the latest jobs report offers a much-needed reprieve in the bond market. He sees the economy splitting between an AI-driven index rally and rate-sensitive sectors like housing, autos, and retail under pressure, while AI remains transformational and in very early innings. He expects positive seasonal tailwinds into midterms and potential policy initiatives targeting housing and the consumer.

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The September jobs report wasn't as weak as investors may believe, says Kevin Hincks. 29,000 nonfarm payrolls additions came in well-below median expectations of 85,000, though as Kevin points out, investors are shrugging off the print. It also cut into expectations for the Fed to hike interest rates in October. On the international front, Kevin discusses crude oil's price decline as the EU weighs strategic reserve releases. In equities, Nike (NKE) plunged to 13-year lows ahead of the opening bell while Tesla (TSLA) moved higher on its third-quarter vehicle deliveries.

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HPE (HPE) has more room to the upside, according to an upgrade from Daiwa, even though the stock already climbed more than 160% over the last 12 months. Rick Ducat shows the bullish and bearish trends he believes are the most important to watch in HPE's forward moves. He turns to an example options trade for HPE.

======== Schwab Network ========

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