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After shares were beaten down for most of the last year, UnitedHealth (UNH) posted an earnings beat and guidance impressive enough to ignite a rally in the legacy healthcare stock. Andy Wang points the earnings upside to better execution and increased costs. However, Daniel Rich sees the rising costs as an eventual crutch, pointing out that the rise in insurance rates outpaces inflation.
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Phil Schneider explains why the aerospace and defense industry is moving from an innovation-driven story to an execution challenge, as demand continues to outpace production capacity. He highlights the shortage of engineers and skilled technical workers, and discusses how emerging manufacturing hubs in Colorado and North Carolina are stepping in to support the industry's next phase of growth.
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Jason Brown says he's long-term bullish but short-term skeptical on the stock market, though he highlights three stocks he sees weathering the volatile tech storm. He names Alphabet (GOOGL) as a strong AI company backed by still-growing search revenue, likes Target (TGT) as it hits the bullseye on its comeback story, and tilts bearish on IonQ (IONQ) as he's skeptical on quantum computing demand. Jason highlights example options trades for his picks while Rick Ducat takes investors through key technicals in the stock charts.
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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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With markets back in rotation mode, OptionsPlay's Tony Zhang says he's watching how that rotation plays into a climb of tensions between the U.S. and Iran, along with CPI and PPI pointing to an inflation downtrend. He says hyperscalers need to show earnings growth to restore long-term investor confidence in tech. Tony highlights one of those hyperscalers: Amazon (AMZN), which he likes due to its recent outperformance. He sees a similar trend in Alibaba (BABA) but warns his bullishness here is more speculative. Tony offers example options trades for Amazon and Alibaba.
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UnitedHealth (UNH) reached a 52-week high Thursday after the company posted a beat on earnings and set guidance above Wall Street expectations. Shares pulled back in the first hours of the trading session. Jenny Horne points out that the stock still shines as a healthcare outperformer in 2026 and takes investors through the key metrics to note in the earnings report. Joe Tigay offers an example options trade for UnitedHealth.
======== Schwab Network ========
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Tony Bancroft believes GE Aerospace (GE) posted great earnings but says the stock is pulling back over valuation concerns. He talks about how geopolitical tensions keep the company and its peers in the forefront of U.S. defense spending and highlights arms of GE's business he expects to see significant growth. Tom White offers an example options trade for GE Aerospace.
======== Schwab Network ========
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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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Ellen Wald examines how tensions in the Strait of Hormuz could impact crude oil prices and global energy markets. She discusses China's oil demand, the role of the U.S. Strategic Petroleum Reserve, and how diplomatic efforts or prolonged conflict could shape the outlook for energy markets.
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With all the AI weakness rattling Wall Street, Charles Schwab's Joe Mazzola says investors will be watching hyperscaler earnings more than ever. However, he adds that the macro picture is "pretty good" right now, showing that the inflation ascension is slowing and offering reprieve to tech. Kasey McCurdy takes a closer look into hyperscaler CapEx and explains why the Big Tech trade isn't as "binary" as some may expect. He talks about how investors can rebalance their portfolio as tech volatility persists.
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Shares of Netflix (NFLX) continue to trade near a 52-week low, as Rick Ducat highlights the streaming giant as the most notable laggard in the space. He discusses the key support and resistance levels he's watching ahead of Thursday's earnings and offers an example options trade for Netflix.
======== Schwab Network ========
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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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Teri Ijeoma, author of "The Risk Worth Taking," explains the "gambling mentality" she sees forming in markets and ways you can protect yourself from substantial downside risk. She advises investors have courage, confidence, and clarity when it comes to portfolio management and technical analysis. Teri also outlines how traders need to show discipline and patience.
======== Schwab Network ========
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