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Schwab Network episodes
- Inside Out: Consumer Staples Midyear Outlook
CFRA's Arun Sundaram joins Morning Trade Live to look at the outlook for consumer staples companies as the sector faces a challenging operating environment. He continues to like Costco (COST) and Walmart (WMT) despite elevated valuations, pointing to margin expansion and the potential for double-digit earnings growth in the coming years. Sundaram also sees opportunities in agricultural companies benefiting from strong demand for ethanol and vegetable oil. Later, Tom White illustrates an example call vertical using the September monthly options series.
9 min - The Morning Trade: ABNB Hits 4-Year High After Strong Guidance
Shares of Airbnb (ABNB) climbed to their highest level since 2022 after the company reported strong earnings, improving free cash flow, and upbeat guidance. Marley Kayden recaps the results and examines the analyst reaction to ABNB’s rally, while Dan Deming discusses an example call spread designed to capture further upside while limiting risk if the move stalls.
6 min - Jobs Report Hides Labor Market Woes: Fed's Stagflation Dilemma
KPMG Senior Economist Ken Kim explains how a recent jobs report, despite missing estimates, still paints a complex picture of the U.S. labor market. He dissects the impact of immigration on employment figures and wage growth in specific sectors. Kim also weighs in on the implications for inflation and the Federal Reserve's potential actions, particularly concerning the risk of a stagflationary environment.
8 min - ‘Crazy Run for Stocks’ Shows AI Trade Is Alive and Well
Concerns about AI and tech heading into earnings season appear overblown, according to Paul Stanley of Arca. He says demand for compute remains strong, leaving Nvidia (NVDA) and Broadcom (AVGO) with room to run, while new opportunities emerge in companies applying AI to new uses.Stanley also says July’s jobs report reduces the likelihood of another Fed rate hike, which could provide another tailwind for tech. He sees energy availability and data center deployment—not chip supply or demand—as the bigger constraints on the AI buildout.
7 min - Markets Higher as Jobs Number Disappoints, Wage Growth Falls
Stocks are higher Friday despite the U.S. losing jobs in July, as slowing average hourly wage growth and a drop in the unemployment rate to 4.1% offered potentially encouraging signs for the Fed’s inflation fight.Kevin Hincks breaks down the jobs report, the latest headlines from Iran, Airbnb (ABNB) surging after earnings, and The Trade Desk (TTD) plunging following disappointing quarterly results and a weak outlook.
14 min - PSKY-WBD Merger ‘Could Be Dragged Out a Year’
Despite clearing federal scrutiny, the proposed merger between Paramount Skydance (PSKY) and Warner Bros. Discovery (WBD) still faces challenges from state regulators. Bryan Sullivan of Early Sullivan Wright Gizer & McRae says the case could hinge on expert testimony over whether the combined company would have too much pricing power.He says a narrower definition of the competitive market could ultimately determine whether the deal is allowed to move forward.
8 min - ‘Incredible’ Earnings Pushing Markets Higher
Strong earnings continue to show resilience in the economy despite persistent market concerns, according to Glenn Dorsey of Clark Capital. He says the broadening rally beyond the Magnificent Seven has helped limit major drawdowns in 2026.
Dorsey also argues that one or two Federal Reserve rate hikes could ultimately be positive as rates normalize, while concerns about inflation may be overstated.
5 min - Stock Market Today: WDC, DDOG Fall as NET Surges
It was a down day for equities after hitting all-time highs earlier in the week. Sam Vadas profiles a few earnings movers including Western Digital (WDC), DataDog (DDOG) and Cloudflare (NET).
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2 min - Thursday's Final Takeaways: NFL Rights, Trump/Warsh Phone Calls
Marley Kayden looks at the rise in Gold prices, hovering near 2-month highs, ahead of July's jobs report. She also has her eye on Fox (FOXA) pushing back on NFL broadcast rights negotiations. Meanwhile, Sam Vadas looks at the Wall Street Journal's report profiling President Trump's phone call frequency to Fed Chair Warsh. Both underscore tomorrow's labor market data as a key market event to monitor.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch
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5 min - From ABNB to NVDA: What's Driving the Growing Divide in the Market
Matt Maley highlights Airbnb's (ABNB) strong earnings and guidance as evidence of healthy consumer spending and travel demand. He also points to weakness in MU, AVGO, TXN, INTC and TSM, plus mixed performance from AMZN, MSFT, META and AAPL, as potential warning signs for the broader market.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
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5 min
About Schwab Network
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