Schwab Network
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.@MarleyKayden and @sam_vadas share their Friday market takeaways and what they're watching next week, including earnings from $MSFT, $META and $AAPL.
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July 24, 2026
• Baird raised its price target for $AMD to a new Street-high of $1,250 from $625, while maintaining an "Outperform" rating
• The Pentagon announced a contract with $ORCL worth nearly $7 billion over a decade
• $QCOM reportedly plans to increase prices by a percentage in the double digits
• $GOOGL and $VZ signed a dark-fiber infrastructure deal valued in excess of $1 billion
• Anthropic launched its Opus 5 model, saying it is “much stronger at verifying its work and iterating carefully until it succeeds"
• $AXP shares fell after it reported a revenue miss in the second quarter
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The S&P 500 closed little changed as chipmakers slid
Todd Chanko of Barron's Investor Circle shares his stock picks for the current environment: $AVAH, $FA, $GNTX, and $THRM.
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Matt Maley and @tedrossman share what stands out from $AXP's second-quarter earnings and the broader consumer backdrop with @NPetallides.
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.@rwang0 goes deep on $NVDA with @NPetallides, explaining what the upcoming big tech earnings reports mean for the company.
He says the company is "firing on all cylinders" but isn't getting "any of the benefits," adding that "the reality is that the demand is there." He currently has a $280 price target on the stock.
"This has been the biggest wealth transfer from hyperscalers and software to hardware and chips we've ever seen," he says.
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3 stocks, 3 charts and 3 trades.
@tbohen takes a look at $GOOGL, $SMCI and $CVS.
@RachelDashCS offers technical analysis by highlighting key support and resistance areas to watch.
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.@TomWhite_S flags that $INTC shares reversed into the red on some profit-taking as valuations came into focus, with the company's forward P/E above 100x heading into earnings.
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.@KevinHincksCS goes through the flash PMI reading, new home sales data, and some of the companies reporting earnings next week.
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Citigroup added Hewlett Packard Enterprise (HPE) to its "90-Day Upside Catalyst Watch" list. The firm maintained its "buy" rating and raised its price target for $HPE to $74.
@G_Tsilis notes that the increase stems from AI infrastructure demand.
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"The $INTC story is largely over," argues @Robinson_STI, pointing to the stock's stellar surge over recent months as a sign that "easy money" has already been made.
Sean O'Hara adds that the AI spending story is real but would not put a big position on Intel due to its growth story taking time.
Both panelists discuss other names they like in the AI trade, from $AMD to $VRT, and how Intel differs itself from the growing CapEx trends across Big Tech after $GOOGL and $TSLA raised investor concerns.
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$INTC $SAP $VZ $CHTR
From the NYSE, @sam_vadas breaks down today’s market setup and the key movers to watch next week, including $SKHY and more Mag Seven companies set to report earnings.
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Following AMD's Advancing AI event, @NPetallides breaks down Wall Street's growing focus on the company's expanding AI opportunities, server growth, and long-term roadmap.
Jefferies and UBS both raised their targets on $AMD, while Baird doubled its prior target and issued a Street-high $1,250 forecast.
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.@jeffkagan talks about his outlook on the telecommunications industry after $VZ showed strength in its earnings while $CHTR sold off to a 12-year low.
He notes key competitors like $SPCX entering the industry as a headwind but believes new tech brought by AI will help alleviate downside risks.
That said, Jeff says there will be winners and losers.
.@TomWhite_S discusses an example options trade for Verizon.
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Intel (INTC) shares gave up earlier gains following the company’s earnings beat.
@J_B_Horne breaks down the results, while @ProsperTrading's @SIBOptionPro outlines an example options trade for $INTC.
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Bullish reversals & a consolidation at support
$RTX $HD $TXN $DUK
*Not a recommendation
@SchwabNetwork @SchwabTrading
.@Convertbond, founder of the @BearTrapsReport, says the credit spreads of the Mag 7 companies are "starting to really blow out."
When it comes to $ORCL, he tells @sam_vadas that if the company lowers its capex trajectory, the "stock is going to be up 20%."
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$TNX that's what the folks call an "exhaustion gap" - these mark the end of a trend (and in this case, the short-term uptrend)
*Not a recommendation
@SchwabNetwork @SchwabTrading
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.@KevRGordon and @CollinMartinCS join #MorningTradeLive# to discuss the U.S. stock market and economy, as well as the bond and credit markets with a look ahead to next week's Fed meeting with host @sam_vadas .
📽️ The Big 🖼️ on @SchwabNetwork
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.@_TimQuast explains why he believes investors should focus on flows rather than fundamentals when assessing markets and positioning portfolios.
Ahead of more mega-cap earnings next week, Quast views big tech as “weak” and “not the place to be” right now, though he says $AMZN is the “best” of the companies reporting.
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