Schwab Network

Kevin Hincks says we remain in a headline-driven market. Tension around trade talks with India is something he believes will serve as a lingering headwind for markets. He also urges investors to keep an eye on the latest bond auctions as indicators for future volatility.

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Eric Sterner heads to the NYSE set to discuss his broader macroeconomic viewpoints. He shares some concern over froth in the market, but overall believes the economy is still strong. Because of this strength, he posits the thought: Should the Fed cut at all if the economy is still churning along? He discusses the Fed's employment and inflation mandates, and why he's "more concerned about labor markets" right now.

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Block (XYZ) earnings are set to report later today. Shares are down 10% so far in 2025 and about 23% off of its 52-week highs. Tom White looks at the chart patterns developing in the fintech company ahead of its release. Later, he composes an example options trade using a put diagonal with a bearish tilt.

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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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Eli Lilly (LLY) shares dropped after its latest earnings report and disappointing results for an oral GLP-1 pill. Lee Brown joins Sam Vadas to discuss the phase 3 trial and says "the markets missing the big picture here" believing "tolerability" is the key focal point. He points to the differences in Novo Nordisk (NVO) and LLY weight-loss drug offerings. Lee dives into Mounjaro's cardio-protective results as well, saying it might be "overlooked" in today's report.

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Kevin Green kickstarts Thursday's coverage with a look at two key headlines: Apple (AAPL) investing an additional $100B into U.S. manufacturing and Pres. Trump's latest tariff impact on the semiconductor space. For Apple, KG identifies the impact it could have on not only its supply-chain but other companies looking to emulate Apple's onshoring model. Then, KG looks at the 100% tariff hike on chipmakers and why it might be walked back with exemptions for companies like TSMC (TSM).

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Applovin (APP) shares are looking for direction after its latest earnings results painted a mixed picture in its 3Q report. Ben Watson joins Morning Movers to provide the technical perspective on its chart, using the short-term earnings reaction and the longer-term trends developing in the tech marketing company's stock. On the 1-year timeframe, Ben points to the $420 upward resistance point and a triangle formation taking shape as shares hover above its 50-day moving average.

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Ivan Feinseth has a $110 price target on Uber Technologies (UBER), believing the company can greatly benefit from robotaxi tech. He adds that the company's $20 billion buyback is a stamp of confidence from Uber that it can add to its cash flow. Greg Halter says that cash flow is what originally attracted him to the name. Management commentary on the consumer adds to his bull case on the stock.

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Jenny Horne and Adam Lynch dissect the latest news on the ongoing stablecoin adoption themes in today's market. From SEC guidance on U.S. Dollar backed stablecoins to Peter Thiel's Bullish IPO, don't miss the latest episode which also features a preview of Circle (CRCL) earnings.

VIRTUAL CURRENCY-RELATED INVESTING INVOLVES A HIGH DEGREE OF RISK AND MAY NOT BE SUITABLE FOR ALL INVESTORS.

INVESTORS MUST HAVE THE FINANCIAL ABILITY, SOPHISTICATION, EXPERIENCE AND WILLINGNESS TO BEAR THE RISKS OF AN INVESTMENT, AND A POTENTIAL TOTAL LOSS OF THEIR INVESTMENT.

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Most stocks closed in the green following yesterday's weakness, though small caps took a hit on the session. The biggest story of the day came from Apple (AAPL), which rallied after it announced an additional $100 billion investment into U.S. factories. Supermicro (SMCI) slid close to 20% on earnings, while Shopify (SHOP) and Arista Networks (ANET) soared around 20% on their reports. Marley Kayden takes investors through a big day on Wall Street.

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Katie Thomas discusses the latest findings from the Carney Consumer Institute's Stress Index. Despite flat overall stress levels, Thomas notes that consumers are dynamically managing through multiple stressors, leading to a "stress resilient" or "just bored" mentality. This dynamic is driving a shift from "revenge spending" to "revenge selection." She points to the rise of "dupe culture" and "treasure hunting" experiences, such as those offered by value retailers like Aldi and Trader Joe's, as key drivers of this trend.

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