Schwab Network

There's a lot of takeaways Tom White has to close out the week, as he takes investors through all the headlines ranging from the U.S.-Iran war to the creep higher in Treasury yields. As for Friday's headlines, Broadcom (AVGO) is seeking more than $60 billion in AI chip financing. Its main competitor, Nvidia (NVDA), got a new buy rating after BMO initiated coverage.

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Marley Kayden turns to one of the biggest earnings losers of Thursday's session in Walmart (WMT) despite its beat and raise quarter. Deere (DE) was one of the session's biggest winners after its earnings. Bitcoin and other crypto-tied assets rallied on comments from President Trump regarding the Clarity Act.

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Uber Technologies (UBER) and Baidu (BIDU) are partnering for a new robotaxi endeavor in Dubai, while Bitcoin bulls aim to retake the wheel of crypto momentum. Marley Kayden and Sam Vadas turn to their top takeaways of Thursday's trading session.

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Kurv Investment Management CEO Howard Chan introduces the Curve Equity Option Income ETF (KEO), an ETF-of-ETFs designed to provide diversified exposure to mega-cap technology and growth leaders, including Amazon (AMZN), Apple (AAPL), Alphabet (GOOGL), Microsoft (MSFT), Netflix (NFLX), and Tesla (TSLA). He explains how KEO uses options strategies to monetize stock volatility and generate weekly income, while also discussing Kurv's broader effort to simplify portfolio construction through actively managed, institutional-grade ETFs.

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KraneShares' Henry Greene reviews Alibaba's (BABA) latest earnings, highlighting strong AI and cloud growth and the company's advanced position in its investment cycle. He contrasts Alibaba's momentum with Baidu's (BIDU) challenges as the search giant ramps up AI spending to revive its core business. Greene also discusses Unitree Robotics' recent IPO and what it means for the growing humanoid robotics industry and KraneShares' Global Humanoid Robotics Index ETF (KOID).

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Jan Rogers Kniffen explains why Walmart (WMT) continues to gain traction with higher-income consumers despite a post-earnings stock decline. He discusses the competitive implications for Target (TGT), Amazon (AMZN), and other major retailers, including Home Depot (HD), Lowe's (LOW), TJX Companies (TJX), Ross Stores (ROST), Tapestry (TPR), and Ralph Lauren (RL). Kniffen also highlights the resilience of the U.S. consumer and the role oil prices could play in shaping retail performance through year-end.

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Charles Schwab's Adam Lynch analyzes the surge in Bitcoin brought by rhetoric from President Trump saying he wants the Clarity Act passed. As Adam mentions, the legislation faces a mid-September deadline before it is likely shelved until 2027. That said, Thursday's short squeeze and a boost of institutional investments give him confidence cryptocurrencies have more room to run.

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Shelton Capital's Barry Martin explains how the Shelton Equity Premium Income ETF (SEPI) differentiates itself from traditional covered call funds. Instead of selling index calls, SEPI sells covered calls on individual stocks across 11 sectors, seeking to generate additional income from stock-specific volatility. Martin also discusses the ETF's performance and how it may complement an income-focused portfolio.

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As Salesforce (CRM) readies to report earnings next week, Steve Koenig highlights what he calls "mixed messaging" into the print. "Agentforce is growing well, but it's not big enough" to move the earnings needle this quarter. Acceleration in RPO and revenue are two things Steve expects to drive bullish sentiment. Dave Nicholson has his eyes on how Salesforce will translate from "per seat" orders to deeper tokenization. Also on his radar: how the software giant can use its wealth of data as a value proposition.

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Microsoft (MSFT) is back to being a magnificent Mag 7 stock after earnings. David Wagner is very bullish on the stock's upward momentum due to its diversified business model through Azure cloud and Office suite working in tandem with each other to maximize profits. While some critique Microsoft's AI models, David believes the size of the company's moat allows it to connect those models much more efficiently. He adds that CapEx will continue to drive the narrative that has revenue to back it up.

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