Schwab Network

Figma Inc. (FIG) IPO'd at $85 last Thursday and nearly tapped $143 the following session. It closed this Thursday's session at $78. David Trainer says the price movement reminds him of the "dot com days." He explains the volatile trading action, how valuations play a role, and how expectations can shift on the new public company.

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President Trump's Truth Social post calling for the firing of Intel (INTC) CEO Lip-Bu Tan adds to the administration's strong stance on bringing investments back to the U.S. Charles Schwab's Nathan Peterson talks about how the president is taking a page from his own playbook, and igniting volatility along the way.

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The SPX lost strength throughout Thursday's session and showed a developing channel similar to a January trend which led to significant downside price action. Kevin Green offers a wider look at the 6-month chart to highlight why investors may want to brace for another down trend. However, there's also the possibility for a bullish reversal. Kevin adds to the analysis by turning to SPX volume trends.

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Matt Calkins, CEO of Appian (APPN), breaks down the company’s latest earnings. “This was an exciting quarter for us where it showed that AI really moved the needle.” Led by AI, their “average upsell is 25%” to clients. He walks through guidance for the year and has confidence in Appian’s federal business. He talks about Appian’s work with DOGE and why small and medium businesses working directly with the government leads to greater quality and “better use of tax dollars.” Matt also sees massive opportunity for Appian in tech modernization around the world.

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Earnings season has been great so far, but “uneven,” Howard Chan notes, “Most of the growth is actually coming from large, technology-focused companies.” He likes “consumer-forward tech” companies like Netflix (NFLX) and Uber (UBER) and AI infrastructure companies like semiconductor maker Nvidia (NVDA) and cloud service providers such as Microsoft (MSFT), where “demand outstrips supply.” While some are worried about market concentration in only a few names, he argues that big tech are global companies with global demand. He’s also bullish on smaller chipmakers.

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Paul Dergarabedian and Jeff Walker break down Warner Bros. Discovery (WBD) earnings. Paul points out that WBD has driven the box office rebound this year, with smash hits like Sinners, Minecraft, Superman, Final Destination: Bloodlines, F1 and more. Jeff highlights their status as the largest physical media distributor and the licensing revenue from their franchises. He thinks too much emphasis is placed on streaming prowess while ignoring the broader fan media ecosystem.

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Ben Emons talks all things A.I. He points to OpenAI's valuation bid that could propel it as the highest valued private company as reason enough to keep evolving tech top of mind. Ben believes the company can become highly profitable if it maintains its open source LLMs once it goes public. On the hardware side, Ben sees robotics as a long-term growth industry as Nvidia (NVDA) continues to mass produce chips. He later explains the Mag 7's role in the ecosystem and why he likes Microsoft (MSFT) among the group.

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Stash Graham sees health care lagging but eyes opportunities in banks (preferring regional) and energy (natural gas especially). He also prefers stocks over ETFs or other investment vehicles. The “impulse for inflationary pressures is intensifying,” in the White House, he argues. This makes it less appealing for the Fed to cut rates, but with a weakening labor market and the “inflection point” of tariffs for many businesses, he thinks there could be 1-2 cuts this year.

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The Trade Desk (TTD) reports earnings after the close on Thursday, and LikeFolio's Andy Swan likes the company's "superior" technology in the advertising space and "extremely high" client retention. However, he sees the Trade Desk struggling to get new customers. Sluggish trends of ad dollars moving from linear to streaming can also hamper future growth. Andy talks about his "mixed" view on the stock heading into earnings and explains what he wants to hear from management on the conference call.

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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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Aquiles Larrea returns to the Big 3 and offers his take on companies he expects to make big A.I. moves. He notes Microsoft's (MSFT) Azure cloud strength as something he sees continuing, Apple (AAPL) recapturing lost legroom in the A.I. race, and Kingsoft (KC) capturing a sizeable Asian market with a "buyer beware" sticker attached. Charles Schwab's Ben Watson gives investors insight into the stock charts and highlights key levels to watch.

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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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