Schwab Network

AMD Inc. (AMD) tested investor sentiment on the AI trade in its latest earnings. Apple (AAPL) moved lower even after the iPhone developer posted eyewatering revenue figures. Palantir (PLTR) more than doubling commercial revenue growth still wasn't enough for Wall Street. Marley Kayden takes investors through Tuesday's biggest stories of the trading session.

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Sam Vadas looks to Nvidia (NVDA) for her final takeaways as the company reclaims its number one spot on Wall Street. The Mag 7 giant is also seeking to reduce its exposure in China. Marley Kayden focuses on U.S. movers, including Bloom Energy (BE) signing a memorandum of understanding with California Resources.

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AMD Inc. (AMD) moves higher after beating earnings and revenue expectations, with data center revenue jumping 97% year over year and driving the results. Marley Kayden, Sam Vadas, and Alex Coffey break down AMD’s strong Q4 outlook, mixed performance across gaming, client and embedded businesses, and why its growing focus on AI infrastructure and large-scale rack solutions could help separate it from Intel (INTC).

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Angelo Zino breaks down Apple (AAPL) after earnings, discussing strong iPhone demand, rising memory costs, China market share, AI, services growth and the potential for a foldable iPhone. He also previews AMD Inc. (AMD) earnings, focusing on server CPU market share, data center growth and large-scale rack solutions as key drivers for the chipmaker.

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Mark Hamrick discusses the upcoming jobs report and why inflation remains a bigger concern for the Fed than the labor market. He examines JOLTS data, the gap between wage growth and consumer prices, and manufacturing pressures tied to AI demand and supply-chain constraints. Hamrick also weighs the inflation risks from tariffs and geopolitical tensions and raises concerns about reduced transparency under Fed Chair Kevin Warsh.

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A few days after the largest heist of crypto assets in history, StaySolvent founder Ray Salmond claims Binance effectively neutralized investor concern through transparency around the hack impacting the company. Although he warns crypto investors that short-term risks exist with the midterm elections and bipartisan regulation efforts, he states "2027 could still be a bullish year" as current buy orders outpace sell orders by 2.5 times.

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Jay Hatfield of Infrastructure Capital Advisors talks about the benefits he sees in income ETFs in the middle of a volatile market environment and the products his firm created to leverage the strategy. He then turns to the differences between equity and fixed income ETFs and way his firm uses options activity to play into risk appetite for each.

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Stephanie Walter believes that Palantir (PLTR) earnings prove the has longevity in the AI race, though not without some concerns. Traction in the company's enterprise reach is something she sees as impressive, though the rate of adoptions remains a key question moving forward. Brad Shimmin explains how Palantir engrains itself in the many layers of the AI trade and why he sees it as a bullish indicator. In short, he sees Palantir's business model as the core to AI sustainability.

Ahead of AMD Inc. (AMD) earnings, Danielle Shay has expectations that a slowdown in its PC business is already priced in and is watching the $500 level as a line in the sand between bears and bulls. Proof AMD is taking market share from Intel (INTC) is something Danielle sees pushing bulls over that line. She explains that the technical set-up for AMD appears favorable and believes the stock will reach between $650 and $700. Danielle then looks to the technical trends in the VanEck Semiconductor ETF (SMH) and how a breakdown in AMD post-earnings will hit all chipmakers.

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Thomas Gallagher, chairman and CEO of Miami International Holdings (MIAX), discusses the company’s strong quarterly growth and expansion from options into financial futures. He explains how MIAX is targeting retail traders with new futures products, differentiated pricing and risk protections, while expanding into event contracts and insurance-related futures. Gallagher also discusses the company’s Bloomberg relationship and the technology behind its growth in the options market.

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Olivier Blanchard breaks down Apple (AAPL) after earnings, arguing the company remains strong despite the stock’s initial reaction. He discusses iPhone demand and the shift toward premium and foldable devices, record services growth, and how Apple’s hardware ecosystem supports its services and AI strategy. Blanchard also explains why Apple’s more measured approach to AI investment could give it greater flexibility than other big tech companies.

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LikeFolio's Andy Swan says McDonald’s (MCD) is struggling with higher prices, weaker consumer sentiment and growing competition ahead of earnings. He says Burger King, Chick-fil-A, Raising Cane’s, Taco Bell parent Yum! Brands (YUM) and Chili’s parent Brinker International (EAT) are winning consumers on value, while McDonald’s has fallen out of many customers’ routines. Swan says the company’s value-focused deals could help, but a turnaround may take time.

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Jay Yu, president and executive chairman of Nano Nuclear Energy (NNE), discusses the company's latest deal with Hyundai that will explore powering AI data centers. Nano Nuclear already broke ground on the project, as Jay outlines next steps for the project and how it is working with construction and environmental firms to prepare next steps. When discussing other commercial deals, Jay says "it's only a matter of time" before the company lands Big Tech contract. He then talks about the key components and electricity output Nano's KRONOS generators will deliver.

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After Apple (AAPL) beat earnings, James Czerniawski from the Consumer Choice Center remains optimistic on the iPhone developer despite the increase in memory costs. He believes people are hung up on the margins. Nic Baird, co-founder and CEO of Koah, shares concerns with Apple needing to compete in the AI ecosystem. Nic outlines several areas for Apple to improve in its tech ecosystem. However, James says that building out the hardware should be Apple's priority until memory costs come down.

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Acknowledging some volatility in the market before the midterm election, Mike Shorr with Prosper Trading Academy states there might be upside potential in Southwest Airlines (LUV). He is holding off on trading Synopsys (SNPS) until he sees an uptrend in the stock. Coming off a good week for Best Buy (BBY), Mike sees the company's grind up as a strong technical sign ahead of its earnings. Mike offers example options trades for his Big 3 picks while Rick Ducat dives into the technical trends in the stock charts.

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Jim Iuorio has his eyes on AI-led volatility as tech sells while the rest of the stock market adds muscle. He sees Nvidia (NVDA) earnings as the next litmus test for investors once it reports in two weeks. While Jim expects the company to post an incredible report, spending concerns on the AI buildout is what he believes serves as a massive headwind for tech stock sentiment. He then looks to the Fed's interest rate cycle and explains how the tech trade and lasting crude oil volatility create big question marks for its outlook.

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Lisa Martin says the big question is not demand for Uber Technologies (UBER), Lyft Inc. (LYFT), and DoorDash (DASH), it's the road toward accelerating profits. She explains how these companies are adjusting to a landscape becoming increasingly focused on autonomous driving as Tesla (TSLA) and Alphabet's (GOOGL) Waymo hit the gas on taking market share. Ahead of Uber and Lyft earnings, Lisa weighs how each company can leverage the technology and discusses DoorDash's takeover bid for Instacart. Tom White turns to an example options trade for DoorDash.

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Palantir (PLTR) posted phenomenal earnings growth with government revenue nearly doubling year-over-year and commercial sales growing more than 140% over that same period. The stock still sold off following the report. Alex Coffey talks about why valuation continues to be the biggest overhang for shares as analysts adjust expectations. Tim Biggam offers an example options trade for Palantir.

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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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Charles Schwab's Joe Mazzola discusses the moves happening under the surface of the S&P 500 (SPX) and Nasdaq-100 (NDX) as market breadth improves at the cost of tech. As institutional investors appear to use the S&P as a hedging strategy in options, Joe notes that activity does not suggest fear being price into market moves once midterm elections end. Michelle Gibley turns to the international front by explaining why European stocks are outperforming the U.S. even as sentiment plunges. China is also attempting to set the floor in its bear market.

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Jake Dollarhide discusses the market rotation out of tech and AI as investors move toward health care and consumer staples. He argues the AI trade still has room to run but says rising CapEx and recent earnings from Intel (INTC), Alphabet (GOOGL) and Amazon (AMZN) are fueling investor concerns. He also highlights strength in energy, pressure on consumers and names including Walt Disney (DIS), Netflix (NFLX), Keurig Dr Pepper (KDP) and McDonald’s (MCD), while weighing interest rates and the market outlook following the midterm elections.

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