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Schwab Network episodes
- IBM's AI Pullback, Quantum Leap, Confluence Acquisition "Muddies" Earnings Outlook
Ahead of IBM Corp. (IBM) earnings Tuesday, Kim Forrest expects the legacy tech firm to face a tough road due to difficulties around large-scale tech deployments. She adds that the field of quantum computing, which IBM has plenty of exposure to, is greatly misunderstood. She says IBM is ahead of the curve in the space but still faces a years-long quantum buildout. IBM's acquisition of Confluence is something Kim says "muddies the waters" to the outlook.
======== Schwab Network ========
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11 min - Max Weinbach on iPhone Duo, HomeView & AAPL Reaching into Other Industries
Max Weinbach turns the pages to the next chapter for Apple (AAPL) and whether its new tech cycle will usher in a true super cycle for the iPhone developer. One way he sees Apple making this push is through its HomeView smart tech that gives it a wider reach in other industries. When it comes to the iPhone Duo, Max expects the Big Tech giant to sell every available unit as the company readies to launch the product this Friday.
======== Schwab Network ========
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7 min - TSLA Roadster, SPCX Merger Talks Excite Bulls as Earnings Path Stays Foggy
Tesla (TSLA) reports earnings after Wednesday's closing bell as excitement around the Mag 7 giant's Roadster demo lingers. Karl Brauer believes the vehicle's reveal was stunning but has questions around logistics, pricing, and profit potential for the flying car. Steve Westley believes the Roadster is Elon Musk's way of "capturing the imagination" of customers and investors alike. Both also discuss their earnings expectations and chances for a merger between Tesla and SpaceX (SPCX).
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7 min - Beyond GLP-1s: Investing in the Peptide Boom
REX Financial’s Bill Birmingham explains why peptides offer opportunities beyond GLP-1 weight-loss drugs, with potential across chronic diseases and significant room for growth. He breaks down the PEP ETF’s exposure to Eli Lilly (LLY), Novo (NVO) and emerging peptide companies like Viking Therapeutics (VKTX), Protagonist Therapeutics (PTGX) and Ascendis Pharma (ASND). Birmingham also distinguishes FDA-regulated treatments from gray-market peptides and discusses how new therapies, supply constraints and M&A could drive the peptide market higher.
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10 min - The Big 3: VRT, CME, SMCI
Scott Bauer of Prosper Trading Academy is cautious around the dip-buying activity occurring in AI stocks Monday morning, though he points out trading opportunities in tech and beyond. He sees a likely technical bounce in the cards for Vertiv (VRT), believes CME Group (CME) maintains a strong outlook into earnings, and anticipates a strong risk/reward scenario for Super Micro (SMCI).
Scott offers example options trades for his Big 3 while Kevin Green turns to his technical analysis for the stocks.
======== 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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13 min - NVDA, AVGO, LRCX and MU: Picking Winners in the AI Trade
Glen Smith says strong earnings and historical midterm trends support a positive market outlook, but high expectations make forward guidance increasingly important. He favors healthcare and financials, including JPMorgan Chase (JPM), Johnson & Johnson (JNJ) and UnitedHealth (UNH), and remains bullish on AI names Nvidia (NVDA), Broadcom (AVGO), Lam Research (LRCX), HPE (HPE) and Micron (MU) while warning against overconcentration and debt-heavy plays like CoreWeave (CRWV). Smith is watching inflation, jobs and the Strait of Hormuz for clues on the Fed’s December decision, with his base case for rates to remain unchanged.
======== Schwab Network ========
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8 min - GE Aerospace: $200B Backlog, Growing Travel and an Earnings Options Trade
Gabelli Funds portfolio manager Tony Bancroft previews GE Aerospace (GE) earnings, expecting continued commercial travel and services growth despite higher oil prices and Middle East uncertainty, alongside support from defense spending. He highlights GE’s strong cash flow, $200 billion-plus backlog, LEAP engine demand and potential acquisitions aimed at easing supply-chain bottlenecks. Bancroft remains bullish on GE long term, while Tom White outlines a neutral-to-bullish example options trade ahead of 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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9 min - AMZN Named Top Pick at Morgan Stanley, Sees Long AWS & Agentic AI Runway
Morgan Stanley has named Amazon (AMZN) a top pick and set a price target about 35% higher from where the stock currently trades. Marley Kayden discusses the growth prospects the firm sees in the Mag 7 giant, from the company's AWS runway to its path in becoming a "key agentic enabler and winner." Prosper Trading Academy's Charles Moon offers an example options trade for Amazon.
======== 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
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
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6 min - AI Volatility Lowers Earnings Bar, Adds Pressure on Mag 7 CapEx
Has the bar for earnings reset given all the geopolitical and AI volatility? Liz Ann Sonders of Charles Schwab believes the CoreWeave (CRWV) debt concerns played a role in lowering the bar. However, hyperscalers confirming and raising CapEx is what Liz Ann sees being the clearest sign that AI growth isn't slowing. Michelle Gibley addresses the "unsustainable" government spending concerns in France as riots break out across the country. She expects European stocks to take a continuing hit until there's more certainty.
======== Schwab Network ========
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8 min - "Yellow Alert" for Credit: Peter Tchir on Risks in Rates, Riots & China's "Cheap Compute"
Peter Tchir sees a flashing "yellow alert" for Treasury yields and credit risks as rising interest rates and geopolitical risks rise. He discusses how key ETFs tied to both are on the precipice of getting worse, something Peter believes will hit equities. He's also nervous of China's ability to "dump cheap compute" into markets, which looks appealing to companies struggling to reach AI profit thresholds. Peter adds that there's more international headlines to watch beyond Iran and the Strait of Hormuz, pointing to the riots in France as a clear indictor.
======== Schwab Network ========
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8 min
About Schwab Network
From the publisher's feed
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