Schwab Network

Nvidia (NVDA) rallied 5% in the premarket hours after President Trump approved chip exports to China. Jenny Horne talks about how this development opens the door to another run higher for the A.I. giant. On big banks, Jenny takes a closer look into JPMorgan Chase's (JPM) earnings beat and Wells Fargo's (WFC) reasoning for lowering expectations on net interest income outlook.

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Core CPI came in at 0.2%, slightly below Wall Street estimates of 0.3%. Kevin Hincks reports from the Cboe Global Markets and breaks down the report by sector to analyze what it means for inflation and the Fed's rate cutting cycle. Big banks traded mostly lower in the premarket after JPMorgan Chase (JPM), Citigroup (C), and Wells Fargo (WFC) reported earnings. Kevin talks about how these companies faced an uphill battle after their massive rallies in recent weeks.

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DoorDash (DASH) starts the day with a downgrade to a hold rating from Jefferies. Rick Ducat examines the food delivery stock's upward channel off of April-lows, but notes the downward trend in the RSI study. For recent options open interest, he points to a range between $230-$260 on the call side. Later, Tom White demonstrates a call vertical strategy and sells an example trade with a bearish lean.

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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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Joe Brusuelas says "Initial reporting was over-optimistic" on the latest CPI print. He points to tariff-induced price activity in certain parts of June's inflation data. Joe now believes the Fed won't likely cut rates until December, and is eager to watch today's pundits debate the central bank's next move. He says "stagflation-light" could be a term to best describe the country's economic performance for the remainder of 2025.

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Chris Versace says "not all banks are the same" as he reacts to this morning's earnings from JPMorgan Chase (JPM). Comparing it to other bank stocks, Chris says he's been long Morgan Stanley (MS) and highlights the latter's exposure to trading. For Citigroup (C) and other financial stocks, he says "who wins where" is going to be important moving forward. Chris discusses IPO and M&A activity as key drivers for the banking group. Later, he discusses tariff uncertainty and how companies map out guidance parameters moving forward.

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Andrew Wang says despite the tariff news, markets keep climbing higher and that banking earnings provide a good read on the rest of the economy. In the wake of bank earnings from JPMorgan Chase (JPM), Citigroup (C) and others, he says trading volumes appear to be remaining healthy as investors look at future government spending post "One Big Beautiful Bill." In terms of global trade, Andrew highlights that none of this week's tariff headlines have impacted trade with China yet.

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Alphabet (GOOGL) announced plans to spend up to $25B to expand its data center presence in America. Ben Watson drops by to look at the technical chart perspective on the Mag 7 stock. In the past 5 days, he looks at a range between $177-$182. On a longer-term chart, he sees a sideways trend over the last year. Ben says to watch tests of the $182 level, but also cautions of some bearish divergence in the RSI momentum study.

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The first day of a packed week on Wall Street opened with stocks in the green, which included an all-time high showing from Bitcoin and a closing high in Coinbase (COIN) as "Crypto Week" begins in Washington. It was a mixed picture in the fintech space with PayPal (PYPL) getting an upgrade while Affirm (AFRM) received a downgrade. Boeing (BA) shares reached highs not seen since January 2024 after a preliminary report found the company wasn't responsible for an Air India crash last month. Marley Kayden takes investors through the trading session's top stories.

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Diane King Hall moderates a special Market Overtime episode with two respected Wall Street Minds. Jay Woods joins Diane at the NYSE set to preview this week's big bank earnings and explains why he's "very bullish" on the financials group. Later, Gareth Soloway dives into the technical levels to watch in some of the biggest names around, including Nvidia (NVDA) and GE Vernova (GEV).

0:00-0:45 Introduction - Taped on Friday July 11

1:10-1:47 Woods: Word of the Year "Uncertainty"

1:48-2:25 Breaking Down Delta's Earnings

2:26-3:06 Why Company Guidance Needs to Be Watched

3:07-4:34 Health of Overall Airlines Group

4:35-6:45 Big Banks Outlook

6:46-7:15 Why Jay's Bullish on Banks, IPO Market

7:16-7:49 Tariff Impact on Earnings

7:50-9:05 Crypto Adoption Outlook, Jamie Dimon's Commentary

9:06-9:52 Watching for M&A in Financials Sector

9:53-11:30 Increased Tariffs, Increased Uncertainty?

11:31-13:15 Biotech & Pharma Stocks, Watching Patent Expiration

14:00-15:20 Introduction Gareth Soloway, Market Rally Since April

15:21-18:00 What SPX Chart Shows

18:01-19:00 Earnings Season Outlook

19:01-21:00 Charting Nvidia

21:01-24:20 Taiwan Semiconductor's Technicals

24:21-25:43 GE Vernova's "Measured Move"

25:44-27:02 "Soup-er" Chart: Campbell's

27:03-28:02 Why Gareth's Watching China Market

28:03-28:48 Gareth on Small Caps, IWM

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Profusa CEO Ben Hwang joins Marley Kayden to discuss the company's digital health platform that enables real-time monitoring of body chemistry, and how its wearable biosensor technology could revolutionize the future of medicine.

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