Schwab Network

nCino CEO Sean Desmond talks about the company's latest earnings and ways agentic AI is shaping the finance space. He discusses the feedback his company has gotten from customers to explain how he aims to boost nCino's future earnings and efficiency.

The post-earnings rally in Salesforce (CRM) gives Jason Brown confidence that there's more room to run for the software giant's stock. He also sees upside potential for Dollar General (DG) due to its reach and reliance in discount retail, along with HP Inc. (HPQ) despite its post-earnings selloff. Jason provides example options trades for his Big 3 picks while Rick Ducat takes investors through his technical analysis in the stock charts.

Options Play's Tony Zhang offers his takeaways on the broad tech strength in Thursday's trading session as Nvidia (NVDA) gives new life to the sector. He outlines options trading opportunities in CME Group (CME) and Marvell (MRVL) and makes a bull case in both even if the stock market is hit with another volatility wave.

Okta Inc. (OKTA) isn't showcasing as much growth as CrowdStrike (CRWD), says Shay Boloor, though he believes the company is finding more doors to open and expand future earnings. The stock rallied over 20% Thursday morning after beating earnings and raising guidance, and CrowdStrike shares weren't far behind. Shay offers a broader outlook on the need for cybersecurity as AI evolves. Tom White offers an example options trade for CrowdStrike.

Salesforce (CRM) saw a strong 20% rally Thursday morning after the company beat earnings and raised guidance. As Marley Kayden explains, a new partnership with Anthropic and integration of Claude with Agentforce added momentum for Salesforce bulls. She discusses the earnings in-depth and the slew of price target hikes from analysts. Joe Tigay takes investors through his example options trade for Salesforce.

Nvidia (NVDA) represents 18% of the S&P 500's (SPX) incoming growth and Micron (MU) represents 14%, says Liz Ann Sonders of Charles Schwab. She points to both stocks as a key signal that growth remains concentrated in the AI trade. Michael Townsend looks ahead to Jackson Hole and how Fed Chair Kevin Warsh will drop hints to the interest rate outlook. In D.C., Congress faces a contentious couple months as voters keep their eyes on midterm elections.

Joe Lavorgna, chief economist at SMBC Nikko Securities America and former Treasury advisor under President Trump, believes investors are "hyperventilating" over bond moves and interest rates. He believes there's no reason to panic unless interest rates show a strong, disorderly move. Joe explains how recent economic data and discussions from the Fed ahead of the Jackson Hole symposium suggest there's reason for investors to stay calm.

"We're feeling pretty good about the bond market," says Jeffrey Rosenkranz, though he tells investors not to ignore the existing risks to fiscal policy. He believes now is a good time to lean into credit risk for bonds. Jeffrey helps you navigate the "rapidly" changing macroeconomic environment by highlighting spots in the bond market he sees opportunity.

Natalia Lojevsky discusses her expectations for Kevin Warsh and the Fed at the Jackson Hole symposium and ways it will affect the bond market. For bondholders expecting an interest rate cut anytime soon, Natalia says, "you're waiting for the wrong thing." She addresses the Treasury's move to boost liquidity on some long-term bonds to curb yields, calling the decision one that won't last long-term.

"What's not to like" about Nvidia (NVDA) earnings? Andrew Graham says the report confirms his thoughts on the stock: it's a "must own" for investors. He outlines his bull case for Nvidia even as he outlines risks investors need to watch heading into the midterms. Some of Andrew's other top stock picks include Arista Networks (ANET), Cisco (CSCO), Snowflake (SNOW), and Palo Alto Networks (PANW).