Schwab Network

Delta Airlines (DAL) rallied more than 10% after posting strong earnings that showed little turbulence from tariffs. Jenny Horne credits the company's higher-income customer base adding support to its earnings takeoff. On the A.I. front, TSMC (TSM) muscled a win after posting a 27% revenue increase in June.

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Jobless claims came in lower than Wall Street projected, which Kevin Hincks says upholds the Fed keeping interest rate cuts off the table for July. He offers insight into what it means for the rate cut cycle later in 2025. On the international picture, President Trump said he would raise tariffs on Brazil to 50%. Kevin notes that both Brazil and Japan raise concerns for the trade deal outlook.

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“The pain trade is still to the upside,” and Liz Ann Sonders thinks momentum in the market has shifted as major indices reach for all-time highs. Her overarching concern is “complacency,” which creates vulnerability to a market drop. She sees “cyclical leadership” in the equity market, pointing to the strong performance of the industrials sector this year. For 2Q earnings, she thinks the bar is set “sufficiently low” to allow for beats. She explains economic impacts from the latest tariff announcements and how she thinks investors should handle them.

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Following news of AMD Inc. (AMD) getting an upgrade from the analyst at HSBC, Rick Ducat pulls up the chart to get a glimpse at the chipmaker's rebound taking place. Shares of AMD are up 80% from its 52-week lows. Later, Tom White compiles an example options trade using a bullish call vertical strategy. Tom's example trade features a 140/150 call vertical with the August 1st weekly expiration.

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Mabrouk Chetouane joins Morning Movers to dissect the developments in Donald Trump's ongoing tariff negotiations. He differentiates the potential political and economic fallout from the global trade uncertainty. Mabrouk points to the critical partnership with Brazil's economy and cautions against the South American nation's increasing relations with China. He says the reaction by tariffs is "pretty calm" as they await for the end of the negotiating period for clear pricing impact. Mabrouk adds that market participants have learned from the April "panic" from the initial round of tariffs.

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Angelo Zino points to Broadcom's (AVGO) A.I. revenue and its software business which he calls a "monster free cash flow generator." Angelo highlights the company's broad swath of clients that utilize Broadcom's technology and walks through his firm's buy rating with a $290 price target. He does caution that shares may have gotten ahead of themselves and points to the copper tariffs as a potential risk for the broader semiconductor industry.

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Piper Sandler upgraded Oracle (ORCL) to an overweight rating, and shares are up 40% so far in 2025. Kevin Horner takes a look at the ascending triangle forming in the chart's recent breakout. He later zooms in on the past month, showing further upside trends across multiple moving average studies. Kevin uses the 16 & 32-day exponential moving average studies to show what some trend traders might be following on the technical front.

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Sam Vadas and Diane King Hall kickstart Thursday's trading day with a recap of the latest tariff actions taken by the Trump administration. With tariff hikes revealed via Truth Social letters, 21 countries have now been targeted with 20%-40% rates and Sam posits the thought: Could hikes on countries like Brazil push it closer to China for trade? Later, she examines yesterday's significant market cap milestone for Nvidia (NVDA) as the chipmaker crossed a $4 trillion valuation.

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Erin Sykes says that it’s a buyer’s market right now for housing, and people on the sidelines are getting ready to purchase in the coming months. She looks at down payment amounts and which areas are seeing the strongest demand. She thinks home prices will remain “somewhat stable” and doesn’t expect a crisis. Erin also expects mortgage rates to stay in the 6%-7% for the rest of the year. “It’s still a good time to buy.”

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Boosted tariffs on select countries didn't stop markets from rallying, which led the NDX to hit another new all-time high. Nvidia (NVDA) also reached a new milestone: $4 trillion in market cap, the first company to ever reach the number. Microsoft (MSFT) climbed to a new high off an upgrade from Oppenheimer. Merck (MRK) and Verona Pharma (VRNA) rallied after Merck shared plans to buy Verona for $10 billion. Marley Kayden takes investors through the trading session's top stories.

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