Podcast appearances and mentions of tom white

Micron (MU) shares are up over 500% year-over-year heading into Wednesday's earnings after investors saw upside in AI memory supply shortages. Paul Meeks believes the earnings will be great but points to guidance as the key question mark due to cyclicality concerns surrounding it and other peers like SanDisk (SNDK). That said, Micron's P/E ratio compared to the S&P 500 (SPX) is something Paul sees as a bullish opportunity so long as the profit roadmap remains clear. Tom White turns to an example options trade for Micron. ======== 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/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Scott Martin sees freight and logistics stocks like FedEx (FDX), UPS (UPS), C.H. Robinson (CHRW), and J.B. Hunt (JBHT) navigating rising diesel prices and a maturing economic cycle. He prefers UPS over FedEx on valuation but expects a decent holiday shopping season driven by higher income spenders. Tom White then outlines a neutral to bullish short put vertical options trade on FedEx.======== 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/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Assia Georgieva, CEO of Infinity Research, examines how the Ukraine conflict disrupted European cruise travel from the U.S. and fueled a boom in Caribbean and Alaskan itineraries, while sizing up Carnival (CCL) ahead of earnings given its unique European exposure. Tom White then outlines an options trade on Royal Caribbean (RCL), citing its stronger balance sheet and recent partnership with Sandals Resorts.======== 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/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Costco (COST) is a great "temperature check" for the U.S. consumer, says Melissa Otto, emphasizing the company's earnings as the next barometer after Thursday's trading session. She explains how macro movers, including the climb in crude oil prices, serve as a headwind for Costco's forward momentum. Tom White offers an example options trade for the retail giant's stock.

Characteristics and Risks of Standardized Options: https://bit.ly/2v9tH6D. Oracle (ORCL) shares are sliding back toward 52-week lows after it sent a "force majeure" notice to the developer behind Project Jupiter. Reports suggest the company is trying to shield itself from accumulating expenses on the data center, which is part of key infrastructure for OpenAI. Kevin Hincks and Tom White weigh on whether the headline is overall bullish or bearish for Oracle as discussions surrounding the company's debt accumulate. Both offer example options trades for Oracle's stock.

Ted Thatcher sees On Holding's (ONON) Investor Day as a strong turnaround signal, highlighted by a billion dollar buyback and margin expansion from 12% to over 22% projected by 2029. He likes the premium brand's direct consumer relationships and athlete partnerships with Mbappe and Federer, though he flags consumer discretionary headwinds. Tom White then demonstrates an example trade.======== 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/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Rising mortgage rates will continue to plague KB Home (KBH) and other homebuilders, says Brad Hunter, who adds that the Fed's interest rate hike won't help bearish sentiment across the sector. He also doesn't see rates coming down meaningfully "any time soon." So what does that mean for prospective home buyers? Brad discusses strategies for home buyers and builders alike to consider with rates expected to remain elevated. Tom White offers an example options trade for KB Home ahead of the company's earnings.

Muse AI is a game changer for Meta Platforms (META), argues Kevin Hincks, pointing to the chart-topping downloads across app stores. The AI agent is what Kevin sees as the fruit to trees planted by Meta's massive CapEx plans. Tom White argues that Muse faces stiff competition from OpenAI and Anthropic among others, adding that the stock is currently trading on an overbought RSI. Both offer their own example options trades for the Mag 7 stock.

Is your home a spiritual refuge for you, your family and the people who enter it?As followers of Jesus, our homes should be places of physical, emotional and spiritual safety. But sometimes we recognize that something isn't right. There may be ongoing tension, compromise, confusion, unhealthy influences or even what we believe could be spiritual oppression.So what should we do?Drawing on Scripture and teaching I originally encountered through Tom White of Frontline Ministries, this video looks at practical ways to establish your home as a place that honors God.Learn more at 12Church.net Take the Personal Evangelism Crash Course Here:https://www.twelvechurch.net/evangelism-crash-courseDiscover the Missional Living Map: https://missionalmap.comLearn more about 12Church: https://12church.netGet access to any tools and resources mentioned in this video here:https://www.12church.net/toolsThe 8 Essential Traits of a Disciple: https://www.twelvechurch.net/dnahttps://12church.net is about structuring your life around the call to be a disciple of Jesus Christ who makes disciples. It's about learning HOW to make disciples in this time and place.

Macrae Sykes expects big bank earnings to decline sequentially after a record Q2, but still sees healthy double-digit year-over-year growth and a strong fundamental backdrop. He highlights IPO activity like SpaceX (SPCX) and the potential Anthropic deal as key levers for the banks, while noting valuations remain attractive at a discount to the broader market. Tom White then walks through a bullish call vertical trade on JPMorgan Chase (JPM).======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Raul Shah is very bullish on the future of GLP-1s due to accelerating demand trends generating a "mania" effect in the market. He points to the superiority Eli Lilly (LLY) has demonstrated through earnings and weighs if Novo (NVO) has a chance to catch up. Raul maintains that Hims & Hers (HIMS) is an unsung winner in the space. Tom White offers an example options trade for Eli Lilly. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/schwab-Network/dp/B08JJRQG9T/Watch on Sling - https://watch.sling.com/1/channel/bb1b75050268416e82a557ff6387bff3/browseWatch on Vizio - https://www.vizio.com/en/watchfreeplus/catalog/live-tv-channels/3123029569/schwab-networkFollow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - About | Schwab Network

Below is a script for today's podcast. Links to resources mentioned in the episode are included in the script. Christina Hello, everyone, I'm Christina Darnell, the managing editor of MinistryWatch. Welcome to the MinistryWatch podcast. In today's extra episode, I talk with Warren Smith about some news items that are slightly (even significantly) outside of our normal charity and philanthropy “beat.” So, Warren, what's up first?   Warren   The trial of Anglican Archbishop Steve Wood concluded last Friday, Sept. 11. The trial included five days of testimony from 38 witnesses. Acting Archbishop Julian Dobbs released a statement asking for “patience and prayer as we wait on an opinion from the Court.” Christina By church law, the court has up to 101 days to issue its decision. Warren My sources tell me that even if he is acquitted, he will have a hard time leading the denomination, given the serious “hit” his credibility has taken by this process. Christina Missy Hanks of The ELM Foundation in Huntsville, Ala., and Misty Kelso of Watered Gardens Ministries in Joplin, Mo., recently testified before the U.S. House of Representatives at a hearing on federal welfare programs. Warren I've become a fan of both these organizations. We've written about Watered Gardens here at MinistryWatch. They are both a part of the True Charity Network, which we've also written about here. Christina So what did they say in their testimony? Warren Hanks described an “effort-based” model in which participants work, set goals and build education and job skills. She said assistance should be a bridge, not a source of dependency, and argued that work provides more than income. It builds confidence, skills, social connections and dignity. Christina Kelso works with women experiencing homelessness, addiction and poverty. Warren She drew on her own recovery in her testimony. She said people need more than immediate material assistance. They need relationships, redemption, hope and human dignity. She described work as something that eventually gave her purpose rather than merely a paycheck. Both women argued that effective assistance should address individual barriers while helping people move toward stability and independence. Watch their testimony here. Missy begins at 22:00 and Misty begins at 33:05. Christina One of the most common complaints we get here at MinistryWatch is about our low rating for Samaritan's Purse. The ministry has earned a “Withhold Giving” rating from MinistryWatch. Warren I get emails regularly from people telling me what great work the ministry does, asking why the low rating. The answer, I often say, “It's not magic. It's math.” In other words, a close look at Samaritan's Purse reveals that it spent nearly $100 million on fundraising alone last year. It now has more than $2.4 billion in assets, with nearly $1.4 billion of that in cash. Christina But don't they need that much cash to do the things they do? Warren Samaritan's Purse is remarkable in many ways. It is large enough to be able to do things that no other ministry can do. But it is sitting on mountains of cash while still spending another mountain of cash trying to get people to give them more. I think their behavior is questionable, at best, and I think they well deserve the low rating we give them. (Though it grieves me to say so.) I should also add that the organization just withdrew from the Evangelical Council for Financial Accountability, after being a member for decades. This action should be another “red flag” for donors. Christina But didn't Samaritan's Purse recently turn down $300 million from the federal government? Warren They did. And when they did, Franklin Graham, Samaritan's Purse president, said the organization “always relied on God, not government, for funding.” It's a laudable statement. It is also simply not true. They've been taking government money for years, including $75 million in 2024. I think Samaritan's Purse did the right thing by turning down that money. I just wish Graham had told the truth about why. So, for all of these reasons, MinistryWatch stands by its rating of Samaritan's Purse, and it's our hope that it will take steps to but more transparency and accountability into its operations. Christina Another common email we get here at MinistryWatch regards Voice of the Martyrs. Warren The emails we get are nearly identical, leading me to believe they are part of a campaign. The emails complain about VOM's $28 million expenditure on a headquarters campus, expenditures that took place 15 years ago. Also, in 2012, the president of VOM, Tom White, was credibly accused of sexually abusing a minor girl.  When the charges became public, he committed suicide. Christina That's a horrible story. Warren It is, so let me take the Tom White story first. It does raise some concerns about how a man could have gotten to be president of a major Christian organization with such a character, but I investigated this case pretty hard around 2013 and 2014. I interviewed the chief of the police department in Bartlesville, and reporters who had covered the story, in addition to some of those who were accusing White and VOM of wrongdoing. Christina What did you find? Warren I could find nothing that led me to believe there was anything systemically wrong at VOM. To be clear: The fact that I found no wrong-doing doesn't mean there WAS no wrong-doing (other than Tom White's obvious wrongdoing), but I looked hard and couldn't find it. Christina So what about the headquarters building? Warren I don't have an opinion about whether the building is extravagant or not. It is certainly nice, and it did cost a lot of money. But I would also note that according to VOM audits, the property is now worth as much as $50 million, nearly twice what they paid for it. Whether it was extravagant or not is not up to me to decide. It does, however, seem to have been a pretty good investment. Besides, what I think is kind of beside the point. That decision was made by the board and it appears to have been fully disclosed to its donors. None of this was done in secret. I found nothing inappropriate about the way the organization communicated with donors or the public about its headquarters building. Christina What does our profile of Voice of the Martyrs say? Warren You can read our profile of Voice of the Martyrs here. It shows an organization that is not perfect in terms of financial management. And it no longer releases a Form 990, which we think is a huge red flag. We give VOM an “Exercise Caution” rating. I'll be honest. I wouldn't give to the ministry myself. There are too many other ministries in our database that does what it does, with much higher ratings. But I am reluctant to endorse or condemn a ministry. We try to find information and make it available to donors and to the public and let them decide. So, while I would not give VOM a completely clean bill-of-health, I can say that we looked hard at the accusations and couldn't find anything that we thought rose to the level of wrongdoing.   Christina Any final thoughts before we go? Warren MinistryWatch on YouTube. If you have not discovered our YouTube channel, check it out here. We now have 200 videos there, and they have attracted tens of thousands of views. Subscribe, like, and share to spread the word about our work. Christina The producer for today's program is Jeff McIntosh. I'm Christina Darnell, along with Warren Smith. Until next time, may God bless you.

Matthew Maley sees GE Aerospace's (GE) recent 20% pullback as a buying opportunity, arguing its premium valuation is justified by strong free cash flow and increased global military spending. Tom White also demonstrates an example trade using GE.======== 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/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Suryansh Sharma of Morningstar Wealth explains why he believes Lennar (LEN) shares are just off 3-year lows into the company earnings after Wednesday's close. He cites concerns across the housing market keeping the stock caged in bear market territory. Suryanash adds that he doesn't expect reprieve for the market until at least 2028. Tom White offers an example options trade for Lennar ahead of its earnings.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/schwab-Network/dp/B08JJRQG9T/Watch on Sling - https://watch.sling.com/1/channel/bb1b75050268416e82a557ff6387bff3/browseWatch on Vizio - https://www.vizio.com/en/watchfreeplus/catalog/live-tv-channels/3123029569/schwab-networkFollow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Phil Kafarakis delves into Chipotle's (CMG) operational efficiencies and menu innovations to counter macroeconomic headwinds and food safety concerns, with international expansion as the real story. Tom White offers a tactical options strategy using a stock replacement method with deep in-the-money calls for those anticipating an upside move in the next 45 days.======== 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/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Morningstar Wealth's Brett Husslein notes Chewy's (CHWY) consistent sales growth and deepened auto-ship penetration despite cutbacks in discretionary pet spending, while casting doubt on Target's (TGT) turnaround strategy. Tom White pairs the bearish Target outlook with a put vertical options trade designed to profit from potential downside.======== 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/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Wall Street Horizon's Christine Short discusses Adobe's (ADBE) upcoming earnings report, focusing on the company's AI monetization strategy and the need to convert free generative AI users into paying subscribers. Tom White offers a neutral to bullish options strategy for Adobe, utilizing a four-legged spread to capitalize on implied volatility.======== 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/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Katherine Black explains how Casey's General Stores (CASY) is positioned for continued growth despite elevated gas prices, thanks to robust prepared food offerings and a loyalty program that links fuel rewards. Tom White explores a neutral to bullish short put vertical options strategy, noting the stock's recent pullback and elevated implied volatility.======== 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/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Brandon Clark discusses the rise, fall, and rise again, fall again in defense stocks like Lockheed Martin (LMT), Northrop Grumman (NOC), and RTX Corp. (RTX). He explains how the U.S.-Iran war plays a role in the wavering price action despite no clear dropoff in tensions. Tom White offers an example options trade for RTX.======== 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/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

While the August jobs report will clear some fog around the job market, Tom White says the focus will be all on inflation prints instead. He explains why next week's CPI will take up more oxygen from Wall Street as the Fed doubles down in its 2% inflation goal. Tom turns to earnings movers in ZScaler (ZS), which traded lower as revenue guidance appears to slow. Tesla's (TSLA) "secretive" Cybercab announcement drew attention from the National Highway Traffic Safety Administration. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Morningstar Wealth's David Swartz maintains a bullish long-term outlook on Lululemon (LULU) despite low earnings expectations, citing its debt-free status, strong cash flow, and growth opportunities in China and product line expansion. Tom White suggests a cash-secured put strategy for bullish investors to potentially acquire shares at a discount.======== 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/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

The number of stocks in the S&P 500 (SPX) falling below their 50-day SMA is growing, a warning sign Tom White sees for the market's momentum. It also complicates the Fed's interest rate outlook further as crude oil hits $93. In earnings, Tom explains why Broadcom (AVGO) and HPE (HPE) sold off on strong earnings and guidance while Snowflake (SNOW) rallied. He turns to breaking news after Nvidia (NVDA) announced it will buy Hugging Face for nearly $13 billion.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

35% revenue growth "won't cut it" for Snowflake (SNOW) revenue, says Jack McRoskey as he looks ahead to the software giant's earnings after Wednesday's close. He explains why expectations for a stock rally are higher heading into this report as its tech becomes more integrated with the explosive growth in AI agents. Tom White turns to an example options trade for Snowflake's stock. ======== 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/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

A pullback in Treasury yields is what Tom White believes the stock market needs to see the most, though he says it will be difficult with September's historical volatility. It comes as crude oil prices spike above $90 as tensions between the U.S. and Iran reignite. That said, the AI trade continues to show strength, as seen in Dell Technologies (DELL) earnings and its server revenue acceleration. Shares in Palo Alto Networks (PANW) slide even though the cybersecurity firm beat. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Ryan Shrout of Signal65 expects Dell Technologies (DELL) to remain in a strong position in the AI buildout. He says the company owning its AI server business outright gives Dell an advantage, so long as backlog order delivery confirms prior guidance forecasts. Tom White offers an example options trade for Dell. ======== 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/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X –   / schwabnetwork  Follow us on Facebook –   / schwabnetwork  Follow us on LinkedIn -   / schwab-network  About Schwab Network - https://schwabnetwork.com/about

Crude oil is once again raised concerns on Wall Street after prices hit $88 ahead of Tuesday's trading session. The 10-year Treasury yield also reached new highs not seen since January 2025. Tom White explains how these pressures factor into equities as geopolitical volatility mounts between the U.S. and Iran. AI chip stocks saw some of the biggest selling action ahead of Dell Technologies (DELL) earnings, as did Amazon (AMZN) after getting hit with a new lawsuit. ======== 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/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X –   / schwabnetwork  Follow us on Facebook –   / schwabnetwork  Follow us on LinkedIn -   / schwab-network  About Schwab Network - https://schwabnetwork.com/about

Shares of Dell Technologies (DELL) have phenomenally outperformed in recent months as the legacy tech company sees new life thanks to the AI trade. Tom White turns to the three-year chart to show how strong the stock's rally has been while outlining key support and resistance levels to watch. He turns to an example options trade for Dell.======== 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/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X –   / schwabnetwork  Follow us on Facebook –   / schwabnetwork  Follow us on LinkedIn -   / schwab-network  About Schwab Network - https://schwabnetwork.com/about

Palantir (PLTR) has rallied more than 40% from June's 52-week lows, bolstered heavily by earnings early in August. Tom White walks investors through the rising software giant's price action and explains how bulls regaining momentum in the stock. He offers an example options trade for Palantir. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

BYD Co. (BYDDY) has proven to be a strong competitor to Tesla (TSLA) in the Chinese EV market, as have Nio Inc. (NIO) and XPeng (XPEV). However, as Tu le explains, the Elon musk-led giant has picked up speed in its EV industry despite facing key headwinds to expand its road ahead. Tom White offers an example options trade for Tesla. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

With back to school season in full swing, Charles O'Shea turns to the retail sector and its durability and earnings potential ahead. He discusses the headwinds and tailwinds he sees for companies across the sector, from Kohl's (KSS) and Gap (GAP) in the clothing space, to retail giants like Walmart (WMT) and Target (TGT). Tom White offers an example options trade for Walmart.

Okta Inc. (OKTA) isn't showcasing as much growth as CrowdStrike (CRWD), says Shay Boloor, though he believes the company is finding more doors to open and expand future earnings. The stock rallied over 20% Thursday morning after beating earnings and raising guidance, and CrowdStrike shares weren't far behind. Shay offers a broader outlook on the need for cybersecurity as AI evolves. Tom White offers an example options trade for CrowdStrike.

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. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Charlie O'Shea offers his perspective on the retail trade after Walmart (WMT), Ross Stores (ROST), and Target (TGT) posted varying earnings results. Focusing more on TJX Companies (TJX), he sees the stock's sell-off after earnings as a buying opportunity. Charlie points to strengths in the retail giant's sales and why he believes investors sold off shares. Tom White turns to an example options trade in Walmart.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Geopolitical pressures continue to beat down market sentiment even as earnings season continues to show strong results. Tom White takes investors through what he's watching in Wednesday's expected market moves. On the earnings front, Target (TGT) posted a strong report but shares didn't move much. Tom points to profit-taking as the culprit. He turns elsewhere in the retail space to Lowe's (LOW) earnings and compares its report to Home Depot (HD). ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Target (TGT) is taking market share from competitors in the retail space, says Greg Portell, who explains why he sees the runway for the big box retailer expanding after earnings. The company posted a strong beat which backs a 60% rally in the stock since the start of 2026. Greg discusses how Target can continue hitting the mark in future earnings and diversify itself from Walmart (WMT). Tom White turns to an example options trade for Target. ======== 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/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Chipmakers from Nvidia (NVDA) to Micron (MU) losing steam ahead of Tuesday's trading session are the biggest culprits behind premarket weakness. Tom White gauges the sustainability of these fluctuations on Wall Street as investors also grapple with the U.S.-Iran war. Home Depot (HD) earnings added to uncertainty in the housing market as the company addresses clear headwinds. Tom turns to a Wall Street Journal report which says AI spending has grown larger than many believe.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Alex Barron previews Toll Brothers (TOL) earnings and explains why the luxury homebuilder could beat revenue expectations while falling short on earnings. He discusses consumer caution, the company's shift toward spec homes, and why Toll Brothers is better insulated than rivals such as D.R. Horton (DHI) and Lennar (LEN). Tom White then outlines an iron condor options strategy ahead of the report.======== 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/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Eric Clark previews Home Depot's (HD) upcoming earnings report as the company looks to improve on its recent underperformance versus Lowe's (LOW) and the broader market. He examines the impact of housing market challenges and key drivers to watch in the quarter. Tom White looks at a bullish options strategy for investors looking to capitalize on a potential post-earnings move.======== 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/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

This week will be all about the U.S. consumer when it comes to earnings, says Tom White, with companies like Walmart (WMT) and Target (TGT) set to report. He explains how he sees the state of the consumer now and ways these reports can offer new strength. Tom turns to the tech space with an upgrade on Apple (AAPL) from Redburn, along with reports that Nvidia (NVDA) and OpenAI are closing in on an Ohio data center financing deal.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Tesla (TSLA) remains a dominant player in the EV industry, argues Ben Rose, pointing to growing traction in Europe and China despite the U.S. rescinding tax credits. An area of concern he sees: margin compression, especially in the energy storage business. Ben believes the Mag 7 company still has lots of opportunity through its robotaxi autonomous driving vehicle and Optimus robotics businesses. Tom White turns to an example options trade for Tesla. ======== 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/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

"Optimism has returned to markets," says Tom White, though he believes it won't come without volatility. Constant conflicting headlines out of the Strait of Hormuz serve as a lingering headwind for equities and crude oil. Tom talks about some equity movers like Applied Materials (AMAT) as shares move lower after earnings. SanDisk (SNDK) is continuing its run higher following bullish comment from its investor day and raised price targets from analysts. Reddit's (RDDT) upcoming inclusion into the S&P 500 (SPX) helped shares rally Friday morning. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

As investors continue to digest Wednesday's CPI print, Thursday's PPI will show whether the trend the former set will continue. Tom White offers his takeaways from the CPI print and ways PPI will confirm or push back the inflation cooling narrative. He turns to earnings movers in Cisco (CSCO) as the stock pulls back on a stronger-than-expected report. Cerebras (CBRS) sold off sharply after its second earnings report since the IPO. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Andrew Wang believes JD.com's (JD) AI growth remains solid from its latest earnings but still faces consumer-centric headwinds. When it comes to related names, Andrew has his eyes on Alibaba's (BABA) cloud growth and Baidu's (BIDU) "interesting" set-up into its report. He explains why the trio of earnings are important to keep in mind when looking at the global tech trade. Tom White offers an example options trade for Alibaba. ======== 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/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Inflation is back on investors' radars with CPI hitting the wire to start Wednesday's trading session. Tom White tells investors to have their heads on a swivel as Wall Street digests the print, from crude oil to equities moving near all-time highs. CoreWeave (CRWV) is also catching lots of attention with its revenue surge and stock rally. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

CAVA (CAVA) shares rallied over 10% Wednesday morning after posting an earnings beat that wowed Wall Street. Investopedia's Caleb Silver explains why the report is so significant and the trends it suggests are ahead for the restaurant industry. He turns to what he calls a much different story for Brinker (EAT) even though its Chili's restaurant chain continues to outperform. Tom White offers an example options trade for Brinker. ======== 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/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Geopolitical movers are taking a backseat to Nvidia's (NVDA) strong statement for the AI trade. Tom White talks about the Mag 7 giant's $500 billion push to treat compute like an asset class, something he sees adding muscle to the backbone of tech. Sticking with tech headlines, Tom explains what's pushing cybersecurity stocks like CrowdStrike (CRWD) and Palo Alto Networks (PANW) to all-time highs, along with reports that Apple (AAPL) will still release its all-glass iPhone. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

The post-earnings sell-off in On Holding (ONON) is an opportunity, argues Dale Smothers, making the case that fundamentals for the company remain intact despite slowing sales. The stock hit 52-week lows after releasing its report. Dale points to margins and direct-to-consumer growth as key positives from the earnings but believes further strength also hinges on the macro environment. Tom White offers an example options trade for On Holding. ======== 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/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Earnings continue to be the driver behind the stock market's growth despite lingering geopolitical risk, says Tom White, as all indices except the Nasdaq-100 (NDX) hover just off record highs. He explains how Alphabet (GOOGL), Amazon (AMZN), Microsoft (MSFT) and other Big Tech prints added much needed muscle to stocks. Tom then touches on Berkshire Hathaway (BRK/B) earnings and how the company added more to its portfolio. Also on his radar: Meta Platforms (META) releasing new AI models. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Raul Shah discusses expectations for Hims & Hers (HIMS) into earnings after Monday's closing bell. He believes the telehealth company is well-positioned thanks to the GLP-1 wave, arguing investors are severely underestimating how many Americans will use these drugs. Raul points to a key acquisition as another buoy that will drive profits long-term for Hims & Hers. Tom White turns to an example options trade for the stock. See Raul's recent interview with Marley Kayden on Market Matters: https://open.spotify.com/episode/0nKKN8ISY0AmcfysIsBdb6?si=B6APN_0ISr2DXySKQPmuYQ

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.