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Schwab Network
@SchwabNetwork
Empowering every investor and trader, every market day. Not a service channel. RT≠ endorsement. Imp Discl:
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Don't short a dull market, as it's a "really dull market," according to @RyanDetrick. The large-cap tech "comeback that is happening right now is real" and is something we could see continue into the fourth quarter, he tells @sam_vadas. He also dives into what a rate hike means for the market and why he believes the Fed isn't as hawkish as some may think. For more market news, tune in at:
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.@DiMartinoBooth discusses the Fed's rate decision, its Summary of Economic Projections (SEP) and Chair Kevin Warsh's commentary. Looking ahead, she explains why upcoming economic data will be increasingly important. She also shares her thoughts on the AI trade, urging investors to be "careful" and maintain a diversified portfolio. For more:
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Carson Group's @RyanDetrick suggests that despite the Fed's hawkish tone, the Fed is still running "hot"—a dynamic that ultimately supports continued market growth. He points to a strengthening labor market, robust earnings, and rising AI spending as evidence the bull market is alive and well. For more market news, tune in at:
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.@dom_kwok and @GracyBitget discuss what's behind bitcoin's rally in August as the crypto market signals a "much more risk-on environment" following Warsh's address in Jackson Hole. For more market news, tune in at:
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.@arakharazian examines how U.S. businesses are adopting AI, noting that while AI usage is widespread, spending remains concentrated among a relatively small group of companies. He also discusses the growing appeal of open-source and Chinese AI models, and highlights how leading firms are focusing on productivity-enhancing applications that generate measurable returns on investment. For more market news, tune in at:
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.@sam_vadas shares her Wednesday market takeaways and what she's watching for tomorrow, including earnings from $AMAT and July's Producer Price Index (PPI). For more market news, tune in at:
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$ROOT CEO Alex Timm discusses the company's profitable quarter, strong growth and expanding national footprint. He explains how Root's AI-driven underwriting and claims data help deliver more accurate pricing and create a competitive advantage. Timm also highlights the company's embedded insurance strategy, industry partnerships and the evolving role of AI in how consumers shop for insurance. For more market news, tune in at:
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.@sam_vadas and @AlexCoffeyCS break down $CSCO's quarterly earnings and outlook, with the company saying it expects revenue of $18 billion to $18.2 billion in the fiscal first quarter, above analysts' estimates of $16.8 billion. For more market news, tune in at:
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August 12, 2026 • Inflation eased for the second consecutive month, rising at a 3.4% annual pace in July, in line with economists' expectations • $CRWV shares jumped after reporting second-quarter revenue doubled to $2.58 billion and a record $104 billion order backlog • $NBIS rallied following its second-quarter earnings report in which total revenue surged on AI cloud revenue and expansion in large customer contracts. The company reaffirmed full-year 2026 revenue guidance and raised year-end contracted power targets • $CAVA shares surged after the Mediterranean fast-casual chain reported better-than-expected second-quarter earnings • $GOOGL unveiled its new Pixel 11 smartphone lineup, spotlighting Gemini Intelligence, which the company believes could change how people interact with smartphones
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The S&P 500 closed higher near record levels after the inflation report matched economists' expectations and several AI-related stocks rallied
The vibe after today's CPI report? A little more breathing room for the Fed. @DianeKingHall walks through the key numbers, why rate hike expectations moved lower, and what it means for markets. She also highlights how the AI boom is showing up in inflation data. For more market news, tune in at:
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What stands out in the options market today? @TomWhite_S breaks down three notable options trades and the Big Moves he sees in $CMG, the $QQQ and $LEN. For more:
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Paul Meeks of Freedom Capital Markets says he is "a little bit worried" about Cerebras (CBRS) after the move the stock has made today ahead of its earnings report. "I definitely would not buy this ahead of earnings," he tells @NPetallides, adding that it's "risky and overvalued." He has the lowest price target on the Street for $CBRS at $209. For more market news, tune in at:
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.@CoreWeave Co-Founder & Chief Development Officer @branninmcbee joins @MarleyKayden on Trading 360 to discuss surging AI demand, record revenue, improving operating leverage, and the company's expanding tech stack. Watch live tomorrow at 11:00AM ET:
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"It's an inflection quarter" for $CRWV, says Mark Gibbens, who highlights the neocloud company's revenue growth and backlog as bullish indicators. Mark adds that a partnership with $NVDA adds to future prospects. @Todd_Sykon says the earnings show AI demand isn't going anywhere but CoreWeave faces a key challenge in delivering that demand through debt financing. For more market news, tune in at:
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$MU working to break out from an ascending triangle on this 30 day-4 hour chart. The depth of the triangle is > $225. Big move on deck if/when it clears $933? @SchwabTrading @SchwabNetwork #SchwabCoaching# *not a recommendation
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3 stocks, 3 charts and 3 trades. @TheoTrade's Don Kaufman takes a look at $CAT, $INTC and $SBUX. @RickDucat goes through the technical analysis of the stock charts. For more market news, tune in at:
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.@TomWhite_S says Cisco's (CSCO) valuation is getting rich on a historical basis, but its business is turning up. He notes that expectations are elevated for fourth-quarter earnings. $CSCO reports earnings today after the market close. For more market news, tune in at:
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$AEHR at all-time highs...up 68% MTD! Nice move off that double-bottom @SchwabTrading @SchwabNetwork #SchwabCoaching# *not a recommendation
MIDDAY: S&P up ⬆️ Tech earnings & in-line CPI are the drivers 📈