Schwab Network
Episodes
Celebrating the Nasdaq-100 Turning 40
23 Jan 2025
Contributed by Lukas
Kevin Davitt joins to pre-celebrate the Nasdaq-100’s 40th anniversary on Jan. 31. He discusses market concentration and the demand for NDX options. ...
SPX Rally Can Hit $6,200 Fast, Bank of Japan Potential Catalyst
23 Jan 2025
Contributed by Lukas
The Bank of Japan meets overnight to decide on a probable rate hike. The Bank of Japan's August meeting led to major sell-offs due to the Yen carr...
Role of Chips in Quantum, "Bullish" for A.I. Process
23 Jan 2025
Contributed by Lukas
Sean Brehm of Spectral Capital (FCCN) discusses the process his company takes with using "deep" quantum and translating it to computing and ...
Veraa: Fed Will Pause in 4% Range
23 Jan 2025
Contributed by Lukas
Karen Veraa of Blackrock discusses the interest rate cut cycle. She expects the Fed to cut only once or twice this year into the 4% range. While she t...
AXP Cashes in on Younger Customers, Does it Have Longevity?
23 Jan 2025
Contributed by Lukas
American Express (AXP) tapped a new all-time high ahead of tomorrow morning's earnings. Likefolio's Landon Swan notes its focus on targeting y...
Stargate's "Many Levels" of Opportunity, ORCL & MSFT A.I. Winners
23 Jan 2025
Contributed by Lukas
The Trump administration's planned $500 billion Stargate project promises lots of A.I. promise. Angelo Zino says the biggest question surrounds ho...
Markets’ Unexpected Reaction to Trump 2.0
23 Jan 2025
Contributed by Lukas
Jeffrey Kleintop calls the market reaction this year “fascinating” after it rose in response to tariff threats, including gains in the Canadian an...
Real Estate Demand Up Since Inauguration, CA Wildfires
23 Jan 2025
Contributed by Lukas
Dolly and Jenny Lenz examine real estate market trends into 2025. They discuss the Trump nominees that come from the real estate industry and what the...
Inflation, Higher Rates Continue While Deficit Spending Stays High
23 Jan 2025
Contributed by Lukas
George Schultze discusses the macroeconomic picture. He focuses on U.S. deficit spending and expects to see continued inflation and higher rates as lo...
AAPL, GOOGL's New Antitrust Probe & Headwind Potential for Big Tech
23 Jan 2025
Contributed by Lukas
The UK Competition and Market Authority claims Apple (AAPL) and Alphabet (GOOGL) hold dominant positions in mobile. The body points to the companies' ...
GE a ‘Behemoth’ Growing ‘Hand Over Fist’
23 Jan 2025
Contributed by Lukas
David Nelson combs through GE Aerospace’s (GE) blockbuster earnings. He discusses the spin-offs of old General Electric and its turnaround story. “...
Airlines: Possible M&A Activity, Free Cash Flow Issues
23 Jan 2025
Contributed by Lukas
Jarrett Bilous and Chad Swarthout cover airlines stocks. Chad says AAL has had a “tough year” with I.T. issues and extreme weather. Jarrett notes ...
Calamos CEO on New Bitcoin ETF & 2024 Outperformance
23 Jan 2025
Contributed by Lukas
John Koudounis, CEO of Calamos Investments, calls 2024 “fantastic” and thinks 2025 will be even better. He says he’s doubled assets under manage...
The Big 3: NVDA, GOOGL, CEG
23 Jan 2025
Contributed by Lukas
Today's Big 3 turns to the A.I. trade by examining big names in the technology and those that will power them. Joe Tigay explains his cautious bul...
Ted Weisberg on His 2024 Trades: UAL, CB, ORCL, DOW & More
23 Jan 2025
Contributed by Lukas
Ted Weisberg discusses his trades in United Airlines (UAL) and American Airlines (AAL), saying he “got a little too greedy.” He also talks the bro...
Options Trades in AAPL and AXP
23 Jan 2025
Contributed by Lukas
Apple (AAPL) gets a price target cut as the company faces regulatory issues overseas. Meanwhile, American Express (AXP) hits all-time highs ahead of 4...
$TRUMP, $MELANIA Meme Coins & Need for U.S. Crypto Regulation
23 Jan 2025
Contributed by Lukas
Meme coins are just a part of the overall crypto economy, says Martin Leinweber. $TRUMP and $MELANIA are no exception. He says the coins are fair game...
Trump 2.0 Economy: Stubborn Inflation, Tariff Uncertainty & Big Tech Spending
23 Jan 2025
Contributed by Lukas
Charles Schwab's Liz Ann Sonders analyzes President Trump's first week in office and looks ahead to economics down the road. She has a positiv...
SPX "Rocket Ship" Weighs on Trump, Silver & NVDA Correlation
23 Jan 2025
Contributed by Lukas
Markets opened lower this morning, and Kevin Green notes there isn't too much room for upside potential. A market green shoot weighs on commentary...
GE Orders Soar, EA Slashes Guidance, ELV Ups Dividend
23 Jan 2025
Contributed by Lukas
GE Aerospace (GE) jumped to levels it hasn't seen since 2007. The company posted an earnings beat and total orders that impressed investors. As fo...
Stargate "Very Positive" for A.I. Growth, Trading MSFT & ORCL
23 Jan 2025
Contributed by Lukas
Melissa Otto shares enthusiasm for the recently-announced Stargate A.I. initiative. She believes the $500 billion investment could pay off if the U.S....
Railroad Earnings: UNP Guidance ‘Pretty Good’, CSX Preview
23 Jan 2025
Contributed by Lukas
Caleb Silver looks at Union Pacific (UNP) earnings, calling guidance “pretty good” and highlighting a higher operating ratio. He also previews CSX...
Wedbush Sees PLTR "Path to Become Next ORCL or CRM"
23 Jan 2025
Contributed by Lukas
Jenny Horne details the latest bullish call on Palantir (PLTR) as Wedbush raises its price target to $90 from $75. Analyst Dan Ives' continues to ...
U.K. Investigating AAPL and GOOGL, GE Soars on Earnings, EA Guides Down
23 Jan 2025
Contributed by Lukas
Overseas, big-cap tech companies Apple (AAPL) and Alphabet (GOOGL) face regulatory hurdles for their respective mobile ecosystems. Kevin Green breaks ...
GE in ‘Great Condition’, AAL Costs Concerning
23 Jan 2025
Contributed by Lukas
Bob Lang breaks down GE Aerospace (GE) earnings. He notes its strong free cash flow, quarterly dividend, and continued share buybacks, saying it means...
Chart of the Day: META
23 Jan 2025
Contributed by Lukas
Ben Watson provides the significant technical patterns to monitor for Meta Platforms (META). With shares hovering just below all-time highs, Ben point...
Stock Market Morning Minute: AAL, GE, EA
23 Jan 2025
Contributed by Lukas
American Airlines (AAL) is dragging down the airline sector after disappointing guidance, GE Aerospace (GE) rises after a strong quarter, and Electron...
Stock Market Today: Stargate Rally, STX Soars, JNJ Slides
22 Jan 2025
Contributed by Lukas
The SPX tapped its first all-time high of the year after hitting a string of records in the back half of 2024. However, the NDX saw the biggest rally ...
Quantum-Stock Leap, Chipmaker Breakout Buoy Bulls
22 Jan 2025
Contributed by Lukas
$SPX hits an all-time intraday high as chipmakers $SMH break out and quantum stocks $QTUM take a fresh leap, a reminder of what's at the heart of ...
Overlooked Stock: TSSI
22 Jan 2025
Contributed by Lukas
TSS Inc. (TSSI) is a company growing its footprint in the A.I. space through partnerships with Microsoft (MSFT), Walmart (WMT) and Dell Technologies (...
Previewing Fed Announcement: Rate Hike 'Widely Expected'
22 Jan 2025
Contributed by Lukas
"We're seeing some moderation in the labor market," says Dan Deming. He discusses bond market expectations ahead of this week's jobless claims release...
Keep Bank of Japan on Radar & Volatility's "Carrot and Stick"
22 Jan 2025
Contributed by Lukas
Charles Schwab's Jeffrey Kleintop says the Bank of Japan's rate hike is all but locked in. he says it's important for U.S. investors to ke...
SPX Scrapes New High, Start of New Bullish Cycle?
22 Jan 2025
Contributed by Lukas
We're back to breaking records. The SPX tapped the $6,100 level during the trading day, and Kevin Green notes there's bullish sentiment fuelin...
Small-Cap Stock Investing Trends
22 Jan 2025
Contributed by Lukas
"The valuation of small caps is incredibly attractive," says Nathan Moser. He joins Oliver Renick to discuss the state of small-cap stocks. He talks a...
What to Watch in Markets as Trump Admin Takes Shape
22 Jan 2025
Contributed by Lukas
"Improved economic conditions were well priced into the market in 4Q, leaving little margin for disappointment," notes Morningstar's Phi...
Options Corner: NVDA, MSFT, NFLX
22 Jan 2025
Contributed by Lukas
Rick Ducat dives into three of the market's biggest names on today's Options Corner: Nvidia (NVDA), Microsoft (MSFT) and Netflix (NFLX). He tu...
QBTS CEO: Why NVDA's Jensen Huang "Couldn't be More Wrong" on Quantum
22 Jan 2025
Contributed by Lukas
Dr. Alan Baratz notes that some aspects of quantum computing won't be usable for 20 years, but D-Wave Quantum's (QBTS) use of the technology c...
Procter & Gamble (PG) Beats Earnings: What's Next?
22 Jan 2025
Contributed by Lukas
Procter & Gamble (PG) is trading higher after an earnings beat. Alexis Browne Roberts notes that "Europe and the U.S. were both points of str...
Volatile Markets Call for a Diversified Approach
22 Jan 2025
Contributed by Lukas
"Investors need to brace for heightened volatility with ongoing uncertainties," notes Joy Yang. She looks at the market reaction to Trump 2....
Dietze Stock Picks: HSY, STZ, XOM
22 Jan 2025
Contributed by Lukas
David G. Dietze expects "decreased regulation, a lower potential tax bite, and A.I. support from the new administration." He joins Nicole Pe...
Portfolio Positioning for Trump 2.0 Volatility
22 Jan 2025
Contributed by Lukas
Tariffs, policy changes and executive orders are all expected to be staples under the second Trump administration. Peter Andersen says it'll be di...
A.I. & FSD Case for "Infinitely Long" TSLA Bull Position
22 Jan 2025
Contributed by Lukas
LikeFolio's Andy Swan argues Tesla (TSLA) is one of the best stocks on the market. While he notes criticism around Elon Musk's ambitions, he a...
Options Trades: RIVN Down After Trump Revokes EV Order
22 Jan 2025
Contributed by Lukas
Rivian (RIVN) is trading lower after President Trump said he plans to revoke former President Biden's executive order to sell more EVs. Kevin Hinc...
ORCL, OpenAI & Softbank's Stargate: Boom or Bust?
22 Jan 2025
Contributed by Lukas
The Trump administration aims to use $500 billion to build A.I. data centers in the U.S. Oracle (ORCL), OpenAI and Softbank will head the project and ...
NFLX 'Really Well Positioned,' Focus Turns to Revenue Growth
22 Jan 2025
Contributed by Lukas
Netflix nearly tapped the $1,000 mark on Wednesday morning after the company said it gained almost 19 million new subscribers last quarter. Alicia Ree...
VRAR CEO on A.I., Spatial Computing & NVDA, DoD Partnerships
22 Jan 2025
Contributed by Lukas
Lyron Bentovim, CEO of the Glimpse Group (VRAR), joins Nicole Petallides at the NYSE set to talk about his company. He discusses the ways the Glimpse ...
The Big 3: AVGO, XLE, NKE
22 Jan 2025
Contributed by Lukas
As A.I. stocks rally on news of the Stargate project, Theotrade's Don Kaufman's stays bullish on Broadcom (AVGO) due to its ability to ride on...
'Wall of Complacency:' Earnings Important & Pulling Out the Trump Playbook
22 Jan 2025
Contributed by Lukas
Burns McKinney says 2024's "wall of worry" has crumbled but a "wall of complacency" was built in its place. He expects earning...
Green Lights Across Asbury 6, VIX & SPX Correlation & Market 'Mojo'
22 Jan 2025
Contributed by Lukas
"Everything turned hard" last Friday for the Asbury 6, according to John Kosar. Last time he talks with Oliver Renick, three indicators of t...
TSLA's Biggest Bull Hikes Price Target, A.I. & Trump "Game Changer"
22 Jan 2025
Contributed by Lukas
Dan Ives strikes again. The Wedbush analyst raised his price target on Tesla (TSLA) to $550 from $515 and estimates the company can reach $2 trillion ...
BA 'No Shortage of Demand,' Production Key to Reverse Losses
22 Jan 2025
Contributed by Lukas
Boeing (BA) reports earnings next Tuesday, and Ben Tsocanos tells investors to expect a negative cash flow due to the company's worker strike and ...
STX Ramps Up A.I. Growth, COF & PG Earnings Beats
22 Jan 2025
Contributed by Lukas
Seagate Technology (STX) rallied off signs of profit growth. The company aims to build on its A.I. potential with expected demand for data centers to ...
U.S. Dollar & Big Tech Outlook Under Trump 2.0
22 Jan 2025
Contributed by Lukas
The U.S. Dollar pulled back on Tuesday but Alex Coffey notes the currency will show strength under Trump's second administration. He argues it is ...
$500B Stargate A.I. Venture Ramps Tech Higher While AAPL Drags
22 Jan 2025
Contributed by Lukas
It's a big day for Big Tech. Oracle (ORCL), OpenAI and SoftBank announced their "Stargate" joint venture to A.I. create data centers in ...
Matt Orton's Picks: VRT, STRL, KCE
22 Jan 2025
Contributed by Lukas
Diane King Hall is joined by Matt Orton, Chief Market Strategist at Raymond James Investment Management. Matt dives into several tickers he's watc...
Chart of the Day: RDDT After Downgrade
22 Jan 2025
Contributed by Lukas
Charles Schwab's own Ben Watson joins our new Morning Movers show to break down his chart of the day: Reddit (RDDT). The company got a downgrade f...
NFLX Soars, Hikes Prices; "Almost Hitting $1000 Mark"
22 Jan 2025
Contributed by Lukas
On Netflix (NFLX), Dan Rayburn says "the fact that they added almost 19m subscribers in the quarter was incredible." Dan dives into the deta...
Trump Tariffs Take Shape, Stargate AI Project Ramps Up, JNJ & PG Beat
22 Jan 2025
Contributed by Lukas
Kevin Green joins Morning Movers to look at how President Trump's tariffs plan could impact several areas of the market, specifically currencies a...
Stock Market Morning Minute: NFLX, UAL, ORCL
22 Jan 2025
Contributed by Lukas
Netflix (NFLX) hits a new all-time high, United Airlines (UAL) rises after strong earnings, and Oracle (ORCL) rallies after the announcement of its St...
Stock Market Today: NFLX & UAL Soar, AAPL's Downgrades
21 Jan 2025
Contributed by Lukas
Markets got a post-inauguration bump with all SPX sectors but one closing in the green. Netflix (NFLX) saw a huge rally after hours off reports of big...
Trump's Inflation Solution is Unconvincing
21 Jan 2025
Contributed by Lukas
President Trump has an uphill battle with inflation and stocks, and pumping more oil is far from a convincing solution, says OJ Renick. ======== Schw...
EARNINGS ALERT: NFLX, UAL
21 Jan 2025
Contributed by Lukas
Today's postmarket earnings posted numbers that excited investors. Netflix's (NFLX) addition of 19 million subscribers during the quarter help...
UAL Outperformance 'Coming to an End,' Yellow Flag for Travel
21 Jan 2025
Contributed by Lukas
Likefolio's Andy Swan says United Airlines (UAL) used to be "near the bottom of the pack" when it came to the travel space. Its recent o...
Yields & VIX Retreat but Not for Long, Small Caps vs. Mag 7 Earnings
21 Jan 2025
Contributed by Lukas
Liz Ann Sonders with Charles Schwab says yields have retreated and small caps gained... but that doesn't mean it's time to discount uncertaint...
High Hopes for IPOs in 2025
21 Jan 2025
Contributed by Lukas
"I think IPO investors are hopeful for 2025," says Nasdaq's Madeline Radner. She notes that "2024 IPO markets posted their best vol...
Bullish Trends Continue with Concentration on Horizon
21 Jan 2025
Contributed by Lukas
Today's post-inauguration session presented a stocks up, VIX down scenario for traders. Kevin Green notes liquidity remains on the lower end but a...
Silver & Copper: Growing Metal Demand in 2025
21 Jan 2025
Contributed by Lukas
Silver is a "precious metal with growing industrial demand," notes Steve Schoffstall. He talks about the Sprott Silver Miners & Physical...
Owning Manhattan Star Ryan Serhant on 2025 Housing Market
21 Jan 2025
Contributed by Lukas
Ryan Serhant, the star of Million Dollar Listing New York and Owning Manhattan sits down with Nicole Petallides to discuss the state of the U.S. housi...
Gamma, Mid-Cap A.I. & Volatility: Measuring Bullish SPX Outlook
21 Jan 2025
Contributed by Lukas
Jason DeLorenzo offers a macro perspective of the markets with Trump's second presidential term. He expects the SPX to hit $6,100 but not without ...
Cybersecurity's Outlook & TikTok's "Double-Edged Sword"
21 Jan 2025
Contributed by Lukas
With Donald Trump officially in office, Dr. Chris Pierson expects to see less oversight on cybersecurity in the private sector, and instead place a gr...
Technical Tuesday: SPX, MMM, TREE
21 Jan 2025
Contributed by Lukas
"The path of least resistance feels as though it's to the upside," says Charles Schwab's Kevin Horner. He joins Nicole Petallides to discuss technical...
Dollar & Equities Eyed as Possible Positives Under Trump Administration
21 Jan 2025
Contributed by Lukas
"$1T of U.S. investor capital is tied to international equities, which means that all of that is exposed to currency volatility," notes Stuart Thomas....
Interest Rates Are Propelling the Market Higher
21 Jan 2025
Contributed by Lukas
"Weak inflation prints and good bank earnings propelled the stock and bond rally," notes Jimmy Lee. He talks about how interest rates move t...
RIVN & TSLA's Road Ahead After Trump Revokes EV Rule
21 Jan 2025
Contributed by Lukas
Newly-inaugurated president, Donald Trump, vowed to remove an EPA rule requiring automakers to eventually sell all battery electric vehicles to avoid ...
Trump Administration's Crypto Task Force & VST's Bullish A.I. Potential
21 Jan 2025
Contributed by Lukas
Kevin Green joins amid breaking news of the SEC officially creating a crypto task force. He looks into the implications regulation can have in the cry...
AMZN, GOOGL & MSFT "Fair Value" Mega Caps, TSLA Discretion
21 Jan 2025
Contributed by Lukas
Brad Klapmeyer notes a lot of "hopefuls" surrounding the future of the Mega Cap space, particularly around A.I. and the Trump administration...
Measuring Trump's Market Impact: Policies, Regulation & the 'Wild Card'
21 Jan 2025
Contributed by Lukas
With Donald Trump officially back in the White House, Sean O'Hara says the speed the administration adjusts policies will be key in moving markets...
ALMU CEO on A.I. Expansion Under New Trump Administration
21 Jan 2025
Contributed by Lukas
Jonathan Klamkin, CEO and president of Aeluma (ALMU), talks about his company's position in the semiconductor space. He anticipates the industry t...
The Big 3: AMZN, C, STX
21 Jan 2025
Contributed by Lukas
Jessica Inskip returns to today's Big 3 to break down her bullishness behind Amazon (AMZN), Citigroup (C) and Seagate Technology (STX). Rick Ducat...
What to Expect from the Markets Under Trump
21 Jan 2025
Contributed by Lukas
"The bark of tariffs is going to worse than the bite of tariffs," notes Andrew Brenner. He talks about why stocks are higher to begin the we...
Options Trades: NFLX Earnings, NVDA's Trump Bump
21 Jan 2025
Contributed by Lukas
Kevin Hincks returns to the Daily Trader to break down bullish-leaning example options trades in Netflix (NFLX) and Nvidia (NVDA). For Netflix, he dis...
Will United (UAL) Crash & Burn or Fly High After Earnings?
21 Jan 2025
Contributed by Lukas
Morningstar's Nicolas Owens joins Diane King Hall to discuss airlines ahead of United Airlines (UAL) earnings. He talks about how airlines generally h...
Earnings are the Big S&P 500 Mover This Week
21 Jan 2025
Contributed by Lukas
Ben Watson takes a look at the technical trends to watch on the S&P 500. He talks about how a few good earnings announcements could drive the S&am...
What to Expect from Netflix (NFLX) Earnings
21 Jan 2025
Contributed by Lukas
Jay Woods joins Diane King Hall to discuss the state of streaming sports ahead of Netflix's (NFLX) earnings report. Woods discusses what to expect fro...
NFLX Subscriber Growth, Live Content Key in Earnings
21 Jan 2025
Contributed by Lukas
Michael Patcher says it'll be all about subscriber growth when Netflix (NFLX) reports earnings after the closing bell. He says many of the company...
VST Taps All-Time High, DHI Beats Earnings
21 Jan 2025
Contributed by Lukas
Support for homebuilders came from D. R. Horton's (DHI) earnings beat, with the company's CEO noting that mortgage rate buydowns spurred deman...
Low Liquidity, High Volatility Focus in Short Trading Week
21 Jan 2025
Contributed by Lukas
A post-inauguration start to the trading week bumped markets higher thanks to some good technicals in the SPX. However, Kevin Green notes that markets...
Trump 2.0 is Here: Volatile Currencies & "Expensive" Stocks
21 Jan 2025
Contributed by Lukas
Charles Schwab's Jeffrey Kleintop offers a macro perspective to start Donald Trump's second presidency. He turns to global currencies like the...
TSLA's Price Target Hike on A.I. Hopes, AAPL Downgrade Over "Weak" Sales
21 Jan 2025
Contributed by Lukas
Piper Sandler upped its price target on Tesla (TSLA) to $500 from $315. The firm believes investors are appreciating the company's "real worl...
Stock Market Morning Minute: Trump inauguration, AAPL, DHI
21 Jan 2025
Contributed by Lukas
Markets will open higher to begin the 2nd Trump Administration as the 47th President begins to implement his policy plan. On the stock front, AAPL get...
Markets Rally Ahead of Trump 2.0, Banks All-Time Highs, Quantum Stocks Whipsaw and TikTok Ban Looms
17 Jan 2025
Contributed by Lukas
Equity markets soar into the weekend as investors eye a change in the Oval Office next week. Bank stocks JPMorgan Chase (JPM) and Goldman Sachs (GS) r...
Bears Miss Window as Trumphoria Rallies Markets
17 Jan 2025
Contributed by Lukas
"Price is King" - or is it "President?" Green lights shine as OJ Renick says bears missed their shot to break bulls' Trumphori...
DPZ ‘Number One Player’, SHAK Facing Impossible Expectations
17 Jan 2025
Contributed by Lukas
Nick Setyan says, “Pizza’s always going to win,” and “Domino’s is the number one player.” He says they’re taking share from competitors ...
Market Breadth, Ecodata & Yields: Data to Watch Ahead
17 Jan 2025
Contributed by Lukas
Before markets close for an extended weekend, Charles Schwab's Joe Mazzola notes improving breadth pushing against still strong, though lighter th...
Chipotle (CMG) Doing ‘Not Great’ in Customer Visits
17 Jan 2025
Contributed by Lukas
LikeFolio’s Landon Swan says Chipotle (CMG) is doing “not great” as far as its data on web visits. He compares the company to some of its fast c...
OKLO's RPower Deal Next Step to Power A.I. Data Centers
17 Jan 2025
Contributed by Lukas
Oklo Inc. (OKLO) demonstrated its volatility once again on a deal with RPower to integrate its natural gas generators and transition power through Okl...
Tariffs + Weaker Consumer + Less Pricing Power = Bankruptcies?
17 Jan 2025
Contributed by Lukas
Bea Chiem says the consumer is starting to weaken. She says companies either need to discount products or provide enough value and innovation to justi...
SPX Holds Rally While MACD Points to Continuation
17 Jan 2025
Contributed by Lukas
Speculative catalysts are on the horizon with Donald Trump's inauguration on Monday. Kevin Green looks at today's rally to measure bullishness...
Grant Cardone: LA Fires "Devastating" for Insurance, Tying Crypto to Real Estate
17 Jan 2025
Contributed by Lukas
Grant Cardone was one of many people who lost a home in the devastating Los Angeles wildfires. He considers it a "Black Swan" event for the ...
ETF Trends: Small Caps, Bitcoin, Defense
17 Jan 2025
Contributed by Lukas
Cinthia Murphy says ETFs have been focused on small caps and defensive plays recently, though she points out that inflows are a lagging effect. She sa...