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Landon Swan from LikeFolio discusses Tesla (TSLA) and why shares in the company slid even though second quarter vehicle deliveries topped expectations. After the stock pumped the brakes Thursday, Landon now believes it is fairly priced. His firm's data shows Tesla has a high consumer happiness level, though demand has moderated.
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Antoine Legault and Brendan Cavanaugh discuss quantum computing and what’s next for it. Antoine says he believes quantum will be implemented within the next few years. Brendan says he expects to see revenue build very quickly. They also talk about the key metrics to monitor for quantum computing.
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Indeed's Laura Ullrich breaks down the latest jobs report, explaining why softer hiring does not necessarily signal economic distress. She examines declining labor force participation, demographic headwinds, and what it all means for Fed policy.
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Jason Brown takes us through today’s Big 3 and offers example options trade for all three. He is watching Apple (AAPL) as the Mag 7 giant breaks out, Meta Platforms (META) are shares move lower following a recent rally, and PepsiCo (PEP) as a company consumers will “never not love." Charles Schwab's Ben Watson walks us through key levels 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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OptionsPlay's Tony Zhang talks about why stocks are mixed to close out a holiday-shortened trading week. He offers two bullish cases in different corners of the consumer space through Mastercard (MA) and eBay Inc. (EBAY) while walking investors through example options trades in both. On Mastercard, he cites the company’s strong business fundamentals, adding that eBay is quietly firing on all cylinders.
======== 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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Peter Andersen addresses newfound instability in what was considered a once stable trade: alcohol. He believes current worldwide events will offer a notable boost to the alcohol industry, though he's not confident that demand will hold long-term. Tom White offers an example options trade for Constellation Brands (STZ) after the company recently reported earnings.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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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Palantir (PLTR) continues to live up to its volatility, as Marley Kayden points to a stark sell-off in shares since the start of 2026 while also being over 20% from recent 52-week lows. DA Davidson gave bulls room to run Thursday after it issued an upgrade for the software giant. Marley offers her key takeaways from the note and other headlines impacting Palantir's forward momentum. Joe Tigay turns to an example options trade for Palantir.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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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Charles Schwab's Cooper Howard and Joe Mazzola say June’s job report was not impressive, with an added 57,000 nonfarm payrolls coming in much weaker than expected. Joe says unemployment rates seem to have improved for the wrong reasons. However, Cooper sees one caveat in that one report doesn’t make a trend. They also discuss tech flows out of semiconductors and the outlook for treasury yields.
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Co-founder of Economic Cycle Research Institute's Lakshman Achuthan argues that inflation pressures were already building before recent geopolitical events and warns that lower oil prices won't eliminate the threat. He explains why markets may be underestimating persistent inflation and the potential for fewer rate cuts, or even rate hikes, as the year progresses.
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Clayton Triick explains why the latest jobs report may reduce pressure on the Fed to raise rates aggressively. He highlights opportunities in fixed income, particularly mortgage-backed bonds and securitized credit, while discussing rising consumer credit risks and the potential for future Fed rate cuts.
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