Schwab Network

Austin Lyons talks all things tech that are tied to Nvidia (NVDA). The chipmaker proved to be a leader in the A.I. buildout, though some investors and experts expressed skepticism that its leadership would continue. Austin believes Nvidia's leadership is far from over. He notes the company's Blackwell and Reuben chips will "push boundaries" in the years ahead.

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Carvana's (CVNA) stunning recovery from $3.50 a couple years ago to $300 and near all-time highs is one that continues to grab investor and analyst interest. On Friday, Oppenheimer added to bullish optimism with an upgrade. Kevin Horner highlights the bearish and bullish levels investors should watch and describes the scenarios that can lead to significant moves ahead.

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This was a busy week on Wall Street, next week will be busier, says Sam Vadas. Apple (AAPL), Amazon (AMZN), Microsoft (MSFT) and Meta Platforms (META) all report earnings ahead. Sam talks about what investors and analysts expects to see in the reports. Those earnings come on top of next Friday's deadline for trade talks as investors seek clarity on tariffs. Sam later turns to Intel's (INTC) earnings and discusses why the stock is selling off.

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Stocks closed mixed on Wall Street. The SPX and NDX eked out gains and hit new all-time highs while the $DJI and RUT closed lower. Tesla (TSLA) was behind a lot of the weakness when it sold off more than 8% on the session. American Airlines (AAL) and Southwest Airlines (LUV) traded down after showing mixed earnings results. Intel (INTC) also posted earnings after hours that bolstered volatile reaction from investors. Marley Kayden takes investors through a turbulent Thursday in markets.

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Adam Patti looks at innovation in ETFs. “They’re inexpensive, they’re tax efficient, they’re easy to trade,” he says, but you have to “look under the hood.” He thinks there’s an ETF for everyone, whether single-stock leveraged products or a broader basket. He discusses offerings from his company, VistaShares, including an “animal spirits” ETF or a Warren Buffett ETF.

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Travel + Leisure (TNL), formerly Wyndham Hotels & Resorts, reported earnings Wednesday that were much better than Wall Street expected. George Tsilis notes other aspects of the company that attracted investors, from their dividends to share buybacks. He takes a deep dive into Travel + Leisure's key businesses to highlight how the company climbed to near all-time highs.

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Intel (INTC) missed on EPS but posted a beat on revenue as the company seeks to regain lost ground in the A.I. race. Deckers (DECK) soared after it posted a beat and strong sales with some of its biggest brands. Marley Kayden, Alex Coffey and Jeff Pierce break down the reports and price action as it unfolded.

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@CharlesSchwab's Kevin Gordon says earnings so far this quarter have proven to be "solid," both in EPS and revenue. However, he'll be watching for further tariff impacts and potential growth deterioration, especially in Big Tech. He adds that the recently announced tariff agreement with Japan isn't finalized and signals a need to reach agreements with other countries. Inflation impact is another thing Kevin believes can also keep the Fed "on hold" for interest rate cuts.

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Rogers Healy says “we’re entering into a more normalized real estate market” despite housing prices continuing to hit highs. He expects a “huge boom” in the next several years as people buy houses they don’t really want now and try to sell later. He isn’t concerned about June Existing Home Sales coming in flat year over year. “We’re still seeing people come out of the Covid fog,” he adds. Rogers notes that weddings recently hit the highest since 1980 and thinks a baby boom could be coming.

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Quint Tatro calls the sell off in Tesla (TSLA) “concerning” and says its turnaround probably won’t happen until 2026. “You never own Tesla for current valuation or data, you own Tesla because of the innovated products and what’s coming down the pike – always.” Although he complains that Musk’s forecasts can be hubristic, he thinks its robotaxis will soon be in every major city. Turning to Alphabet (GOOGL), he thinks fears of breakup are overblown and weighing on the stock, creating a discount.

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