Schwab Network

Tony Zipparro breaks down CarMax's (KMX) earnings beat driven by 14% higher car sales and a 43-cent EPS surprise, but says the real story is the financing side. CarMax Auto Finance generates about 60% of profits from just 5% of revenue, with subprime lending growing from 10% to 22% of the business. He warns that rising rates and a weakening economy could squeeze lower-end borrowers, and is taking a wait-and-see approach technically around the $60-65 level.

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Energy and infrastructure bottlenecks are the key concern for Oracle (ORCL) and other companies building out AI data centers, says Mario Tufano. He believes small and mid-cap companies will fill in those missing links needed to ensure Oracle's growth picture stays intact. He highlights companies he believes are poised to benefit from the buildout, including Emcor (EME) and National Fuel Gas (NFG) in the energy space.

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Anthropic's products, including Claude, have seen 17 times more corporate activity year-over-year and saw a spike in user retention, according to data from Omri Shtayer of Similarweb. He helps investors analyze his firm's data and ways retention data reaffirms to Omri that Claude is leading the AI software space. Revenue from Claude and how much enterprises use it are key question marks for Anthropic's forward momentum.

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Megan Brantley of LikeFolio shows how Starlink leads consumer interest for SpaceX (SPCX) through the company's Google search growth. "This is the first time we're really seeing the company go mainstream," says Megan, who makes the case SpaceX's satellite business ramp shows a long-term story forming for the company. Turning to LikeFolio's data on SpaceX's other businesses, she sees opportunity in AI through X and Grok.

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Mike Shorr sees trading opportunities forming across the AI space, from chips and software to quantum computing. He offers example options trades for IonQ (IONQ), Akamai (AKAM), and STMicroelectronics (STM). Rick Ducat offers his technical analysis in all three stocks to support Mike's insights.

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Morningstar's Jaime Katz says Carnival's (CCL) record Q3 results show cruising demand holding up despite broader discretionary spending concerns. She notes the value proposition versus landed vacations is becoming even more important as inflation pressures consumers, and highlights increased European capacity next year as a key theme to watch when Royal Caribbean (RCL) and Norwegian (NCLH) report.

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Brian Moody, auto expert at Capital One Auto Navigator, says hybrids have evolved from a bridge to EVs into a standalone destination as consumers seek fuel savings without paying $50,000 to $70,000 for a new car. He highlights Toyota controlling roughly half the U.S. hybrid market by sticking to its strategy, while Nissan's e-power series hybrid technology finally arrives in America as the company targets 80% domestic production by 2030.

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"The market is holding its breath for Micron (MU)," says Jeffrey Small, noting it and several macro indicators keeping investors on edge. One of those macro headwinds includes higher interest rates and tentative impacts to earnings growth. Jeffrey talks about stocks he sees weathering the volatility, pointing to Nvidia (NVDA) as a long-standing opportunity, along with power companies like GE Vernova (GEV) and Constellation Energy (CEG).

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Scott Martin sees freight and logistics stocks like FedEx (FDX), UPS (UPS), C.H. Robinson (CHRW), and J.B. Hunt (JBHT) navigating rising diesel prices and a maturing economic cycle. He prefers UPS over FedEx on valuation but expects a decent holiday shopping season driven by higher income spenders. Tom White then outlines a neutral to bullish short put vertical options trade on FedEx.

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While streaming giants like Warner Bros. Discovery (WBD) and Roku Inc. (ROKU) rallied strong in 2026, many became laggard throughout the year, with Netflix (NFLX) being the biggest example in the group. Marley Kayden discusses what brought the stock down over 40% over the last 12 months, and how an upgrade from Deutsche Bank offers renewed bullish expectations. Tim Biggam offers an example options trade for Netflix.

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