Schwab Network

From Lululemon (LULU) earnings to weekly jobless claims, Marley Kayden and Sam Vadas break down what they're watching in the markets on Thursday.

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Marley Kayden, Sam Vadas and Alex Coffey break down Crowdstrike (CRWD) — which announced a 4-for-1 stock split — and Broadcom's (AVGO) quarterly earnings.

Both stocks are trending lower following the results.

Danielle Shay says don’t be surprised if Broadcom (AVGO) pulls back slightly following the release of its earnings report, but she remains bullish on the stock and sees it as a “great long-term hold.”

$AVGO hit a new all-time high today.

She tells Nicole Petallides that she has also been looking at space, photonics, and neocloud stocks, saying the Mag 7 has turned into the “Bag 7.”

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Nicole Petallides and George Tsilis take a look at CrowdStrike (CRWD) ahead of its earnings after the market close, including how investors are viewing cybersecurity as complementary tech to AI.

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Alphabet (GOOGL) upsized its equity raise to $84.75 billion, nearly $5 billion more than its earlier target, to fund a massive buildout of its AI infrastructure.

Tom White goes through some of the details from the company’s investor presentation, including CapEx in the range of $180 billion to $190 billion for 2026 and significantly higher in 2027.

Alphabet also said the Gemini app has over 900 million monthly users, while Cloud backlog has surged to more than $460 billion.

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Kevin Hincks digs through the ADP employment report, S&P final services PMI, ISM services index, and mortgage applications.

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EY-Parthenon Chief Economist Gregory Daco joins Sam Vadas to discuss the economic backdrop, market growth themes, and the state of the consumer and spending.

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Applied Aerospace & Defense CEO Trip Ferguson joins Nicole Petallides as the company prepares to begin trading on the NYSE under the ticker symbol AADX.

He says that the IPO "enables our business to really meet surging demand and enables us to meet new mission areas."

He also discusses scaling operations and how the company supports the space industry.

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Microsoft (MSFT) is pushing toward an AI agent future, debuting Scout as an always-on workplace assistant while accelerating its quantum roadmap.

Nicole Petallides breaks down what Scout can actually do and why Microsoft thinks quantum machines are closer than expected.

Barclays reiterated an "overweight" rating and a $545 price target on $MSFT.

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