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Wednesday evening, Apple (AAPL) CEO Tim Cook is expected to join President Trump at the White House to announce another $100 billion investment into U.S. manufacturing. As Marley Kayden explains, it can enhance U.S. national security by avoiding reliance on other countries to build the tech. However, she notes concerns from analysts that it can also heavily ramp up iPhone prices.
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Likefolio’s Landon Swan previews DoorDash (DASH) earnings: “They are crushing it in every regard.” He discusses their acquisition of Deliveroo and the “very aggressive” way DoorDash is buying up other companies. “They are the clear dominant leader,” he says, and a push into ads is only boosting their revenue. However, with the stock at all time highs, he’s not sure how much room there is to run post-earnings.
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Dan Rayburn sees Walt Disney's (DIS) 1.8 million subscriber boost for Disney+ as bullish, though all of its other streaming platforms didn't see the same growth. He adds that there's "a lot of confusion" with consumers and investors alike deciphering the values of numerous streaming bundles. However, Naveen Sarma believes its recent deals with ESPN and WWE will be long-term growth drivers. Additionally, Naveem says Disney can reinvigorate parks with its Abu Dhabi expansion.
======== Schwab Network ========
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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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Dynatrace (DT) posted an earnings beat and raised guidance, and Steven Dickens points to its diversification in A.I. as the reason for growth. As he explains, it also serves as an indicator that automation is here to stay as companies search for ways to improve their bottom line. Steven later notes how we're starting to enter the "platform A.I. era."
======== Schwab Network ========
Empowering every investor and trader, every market day.
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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TheoTrade's Don Kaufman returns to being all bearish on today's Big 3 and offers example options trades for each name. For Costco (COST), he sees a short opportunity with potential for the stock to move below $900. Don adds that "bond vigilantes" will take aim at the 30-year treasury bond. Back on stocks, he believes Boeing (BA) is "running out of gas" on its sky-high rally. Charles Schwab's Ben Watson breaks down the bullish and bearish trends for the charts.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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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John Campbell is looking for smaller companies to catch up to the big tech companies and thinks AI capex spending could help them close the gap. Because of valuations, he sees a “margin of safety” in small caps still. His picks right now include SkyWest (SKYW), an airline company with “high quality earnings,” along with e.l.f. Beauty (ELF), which has exposure to China but is doing a “pretty good job” of diversifying its supply chain and selling globally. John also likes Exelixis (EXEL), a company making cancer drugs.
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Rogers Healy discusses the housing market and says that while the focus is on affordability over location, he thinks the pendulum will swing back around. He reacts to the latest MBA Mortgage report which showed an increase in applications. “The housing market now is frankly, more stable” than when rates were much lower and the market was ultracompetitive, he says. However, he thinks a rate cut would open more needed demand. Rogers also says he hasn’t seen anyone trying to buy housing with crypto but thinks “it’s coming.”
======== Schwab Network ========
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DoorDash (DASH) reports earnings after the bell on Wednesday, and Marley Kayden says investors will closely watch the company's marketplace gross order volume. That, on top of guidance and expansion opportunities, are what she believes are critical to move the stock higher after it rallied over 50% in 2025. Prosper Trading Academy's Scott Bauer gives investors a glimpse into an example options trade for DoorDash.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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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Seth Schachner talks all things Walt Disney (DIS) after the company traded down following earnings. He believes the company remains strong when it comes to its content, pointing to various revenue streams through Disney+, Hulu, and ESPN, the latter of which he sees leading the company's entertainment growth. Additionally, Seth mentions Disney's parks as another signal of strength with its Abu Dhabi expansion set to grow its footprint. Tom White offers a pair of example options trades for Disney.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
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Shopify (SHOP) cashed in on the quarter and rallied more than 20% after its earnings, while Snap Inc. (SNAP) sold off 20% with its earnings sinking below expectations. McDonald's (MCD) rallied off its earnings that signaled a sales rebound for the brand. Uber Technologies (UBER) also posted strong earnings and booking guidance that drove investor sentiment higher. Sam Vadas takes investors through the biggest earnings movers of the morning.
======== Schwab Network ========
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