Schwab Network

The Big 3: NVDA, AAPL, FDX

02 Dec 2024

Contributed by Lukas

Aquiles Larrea is bullish to varying degrees on today's Big 3. He expects a pullback for Nvidia (NVDA) before an anticipated rebound while he favors A...

META & GOOGL "Diamonds" in Holiday "Lumps of Coal"

02 Dec 2024

Contributed by Lukas

When asked if he expects a Santa Claus rally, Ted Weisberg says "we've had a Santa Claus rally for the last 11 months." He's built his own stock shopp...

Bullishness on Energy Stocks & Brazilian Markets

02 Dec 2024

Contributed by Lukas

Lukasz Tomicki expects markets to continue its strength heading into 2025. He believes the energy industry will be overshadowed in that momentum. He p...

SMCI Clear of Misconduct, STLA CEO Resigns, NFLX Price Target Hike

02 Dec 2024

Contributed by Lukas

Supermicro (SMCI) says its special committee found no evidence of fraud by the company's management in its completed review. Stellantis (STLA) CEO Car...

Stock Market Morning Minute, Monday, Dec. 2: AMZN, GAP, NVDA

02 Dec 2024

Contributed by Lukas

Amazon (AMZN) shares moves higher after Black Friday, Gap (GAP) gets an upgrade, while Nvidia (NVDA) and other chipmakers are falling as the U.S. is s...

Buy NVDA on Weakness, TSLA "Just Getting Started"

02 Dec 2024

Contributed by Lukas

Nvidia's (NVDA) Blackwell A.I. chips will have a "transformational" impact, according to Ivana Delevska. While she anticipates explosive sales numbers...

Has the Santa Claus Rally Already Begun?

02 Dec 2024

Contributed by Lukas

Prosper Trading Academy's Scott Bauer says, "volatility is subdued across the board." He talks about the importance of insurance in the market, being ...

Low Liquidity & Volume Heading into "Santa Clause Rally"

02 Dec 2024

Contributed by Lukas

Wall Street opened for the first trading day of 2024's final month. Kevin Green expects lower liquidity and volume heading into the new year, which ca...

Yields, Bonds & Inflation if Markets "Reject" Rate Cuts

02 Dec 2024

Contributed by Lukas

Jim Bianco believes the Fed shouldn't cut interest rates anymore, attributing the recent market strength to investor confidence in the economy. Accord...

Trends to Watch in U.S. Dollar, Yields & Geopolitics

02 Dec 2024

Contributed by Lukas

"What's most important is to see these rotations play out," say BlueLine Futures' Bill Baruch. He talks about geopolitical unrest, in addition to Chin...

Equities, Retail, Chip Restrictions: Finding Value in the Market

02 Dec 2024

Contributed by Lukas

"The market is really expecting a soft-landing narrative," says Kevin Green. He discusses the market outlook into the end of the year, highlighting th...

Best Positioned Black Friday Retailers

29 Nov 2024

Contributed by Lukas

On the busiest shopping day of the year, Megan Brantley from Likefolio looks at the biggest retailers, and why Amazon (AMZN) and Walmart (WMT) are bet...

Stock Market Today: Investors Bullish to Close November

29 Nov 2024

Contributed by Lukas

The S&P 500 and Dow close the month at record highs, with 10 of 11 sectors in the green this week. Alex Coffey examines Friday's biggest movers, i...

360 Round: Grocery Stocks KR, WMT, COST, AMZN

29 Nov 2024

Contributed by Lukas

Scott Mushkin says that based on a survey his company did, grocery prices are still much higher – for example, making a cake is 53% more expensive t...

The Next Milestone for Bitcoin

29 Nov 2024

Contributed by Lukas

As Bitcoin hits a new milestone, Bruno Caratori from Hashdex says that $200K is not out of the question as it becomes a more institutional assets. The...

Put Cash to Work in Bullish Market

29 Nov 2024

Contributed by Lukas

“We’re pretty positive on the market,” says Michael Kahn, with bullish lights on the breadth indicators he’s watching. Based on supply/demand ...

The Big 3: RDDT, NNE, ADSK

29 Nov 2024

Contributed by Lukas

On Black Friday, Scott Bauer is bullish on three stocks that he thinks are on sale: Reddit (RDDT), Nano Nuclear Energy (NNE), and Autodesk (ADSK). Ric...

Charting the Market: Labor Costs/Margin Compression, Semiconductor Sales

29 Nov 2024

Contributed by Lukas

Semiconductors have already priced in a strong sales outlook, so investors should expect a slower pace in gains, says Talley Leger. He brings several ...

S&P 500 Breaks Back Through 6,000, Chips Demand Faces Headwinds

29 Nov 2024

Contributed by Lukas

Alex Coffey breaks down the significance of the S&P 500 getting through 6,000 and Bitcoin trading just below $100k as the market turns bullish on ...

Opportunities in Crude Oil & Deregulation

29 Nov 2024

Contributed by Lukas

Joe Tigay discusses market rotation and Nvidia’s (NVDA) share pullback, saying there’s nothing he’s worried about for the company based on their...

International Opportunities for Tech

29 Nov 2024

Contributed by Lukas

Archie Hart discusses the impact of potential Trump policies on the strength of the U.S. dollar. He looks at international markets and the potential f...

Holiday Shopping To Grow 2%-3%

29 Nov 2024

Contributed by Lukas

Eric Brackmann expects holiday shopping sales to hit $75 billion this year, or about 2%-3% growth. This is despite consumers “really looking for val...

“Don’t be a Hero” in End-of-Year Trading

29 Nov 2024

Contributed by Lukas

Scott Bauer highlights strategies for trading through the end of the year: “This is not a time where you want to be a hero.” He urges traders not ...

“Can’t Underestimate Seasonality:” Crude to $50?

29 Nov 2024

Contributed by Lukas

“I’m worried about crude oil,” says Carley Garner, expecting it to fall to the low $50s. She discusses a pattern of volatility over the Thanksgi...

Stock Market Morning Minute, Friday, Nov. 29: NVDA, UBER, HPQ

29 Nov 2024

Contributed by Lukas

On the holiday-shortened trading day, chips names are moving higher after the U.S. clarified restrictions on chip sales to China, Uber Technologies (U...

Stock Market Today: DELL, HPQ Tech Earnings Tank Ahead of Thanksgiving

27 Nov 2024

Contributed by Lukas

A day after setting all-time highs, the S&P 500 and Dow Jones fall before the holiday break. Caroline Woods examines Wednesday's biggest movers: D...

“Stock Picking Key;” Opportunities in Software, Cybersecurity, Biotech

27 Nov 2024

Contributed by Lukas

“Stock picking is going to be key going forward,” says Patrick Kennedy, as the market is priced about right. He thinks software companies will see...

Overlooked Stock: EMBC

27 Nov 2024

Contributed by Lukas

Bad news is good news? Appears to be the case for medical device company Embecta (EMBC) as shares soared after it stopped its insulin patch pump progr...

Why Tariffs Could Be Bad for Us and the U.S.

27 Nov 2024

Contributed by Lukas

Sandra Swirski says tariffs are "going to be a really big problem" and could nudge us in the wrong direction. She cautions consumers that a retaliator...

The Big Picture: Currencies Taking Tariff Threat Seriously

27 Nov 2024

Contributed by Lukas

Charles Schwab's Michelle Gibley joins Market on Close to discuss the headline risks facing countries and consumers from Donald Trump's tariff hike pl...

U.S. Dollar “False Breakout,” Oil Stays Below $70

27 Nov 2024

Contributed by Lukas

Dan Deming reviews today’s economic data, noting that it was mostly in-line. He warns that because of the holiday, there isn’t as much market liqu...

Discounting Remains Low into Holiday Season

27 Nov 2024

Contributed by Lukas

Jharonne Martis says retailers are concerned about tariffs, but the consumer is still strong and quarterly growth is up more than expected. She antici...

Ross Gerber: Bullish on TSLA, Bearish on Elon

27 Nov 2024

Contributed by Lukas

The Tesla (TSLA) business model will be under scrutiny as the company launches RoboTaxi and Elon Musk enters a new role in the Trump administration. R...

December's History Points to "Santa Claus" Rally

27 Nov 2024

Contributed by Lukas

CFRA's Sam Stovall believes December's due for another rally, and while there could be a correction next year he reveals a 2025 Year-End Target of $65...

Trump Changing Economic Rules in “Fundamental Way”

27 Nov 2024

Contributed by Lukas

“The market has been given a shot in the arm” for the 2025 economy after the election, says Michael Grant. However, he thinks Trump doesn’t have...

Homebuilders Bullish into 2025

27 Nov 2024

Contributed by Lukas

Jennifer Beeston and Katie Hubbard focus on the housing market. They discuss affordability, the recent rise in mortgage rates, and the new home sales ...

Bitcoin to $200K by February?

27 Nov 2024

Contributed by Lukas

Tactive's Eddy Gifford gives his blunt take on Bitcoin saying $200K could be in play by February 2025. He does caution investors that there's a possib...

50% of Consumers Changing Shopping Decisions Post-Election

27 Nov 2024

Contributed by Lukas

Katie Thomas says 50% of consumers the NRF surveyed said the election would change their buying habits for this holiday season, with some doing “ret...

ETF Inflows Approaching $1T in 2024

27 Nov 2024

Contributed by Lukas

Aniket Ullal talks about the possibility of hitting $1T in ETF inflows in 2024. He highlights financial ETFs outperforming in the post-election “Tru...

"Pretty Ripe" For a Pullback & Buying Opportunity

27 Nov 2024

Contributed by Lukas

Quint Tatro says the overall markets could be in store for a bit of weakness in early December, but could set up a "Santa Claus" rally into 2025. In t...

MSTR & Bitcoin's Crypto Link, Gold & Crypto ETFs to Watch Into 2025

27 Nov 2024

Contributed by Lukas

Cinthia Murphy discusses everything crypto with Oliver Renick. She talks about how investors are seeking diversification with gold and bitcoin ETFs an...

TSLA in Pole Position of E.V. Race

27 Nov 2024

Contributed by Lukas

LikeFolio's Andy Swan highlights consumer interest in Tesla (TSLA) as the E.V. giant continues to outperform its peers like Volkswagen, GM and Ford. ...

Breaking Down CrowdStrike (CRWD) Earnings Post-Outage

27 Nov 2024

Contributed by Lukas

Alex Hamerstone breaks down CrowdStrike (CRWD) earnings. Despite the stock falling after the report, he’s bullish on the stock. He says there will c...

Logistics, Brand Tie-Ins, Extra Hiring: Holiday Shopping Melee

27 Nov 2024

Contributed by Lukas

“The consumer’s not going to let a shortened week or credit card debt get in the way” of holiday shopping, says Michael Brown. He discusses holi...

Options Trades in AAPL and NVDA

27 Nov 2024

Contributed by Lukas

Reuters reports Apple (AAPL) iPhone sales dipped in China last month. Nvidia (NVDA) continues to fall after hitting all-time highs last week. Alex Cof...

360 Round: Holiday Shopping Winners & Losers

27 Nov 2024

Contributed by Lukas

Chuck Fuerst thinks we’ll surpass the 3%-5% growth expectations for holiday shopping, noting that travel is already ahead of estimates. Amanda Lai i...

The Big 3: EEM, WFC, SBUX

27 Nov 2024

Contributed by Lukas

Ahead of the Thanksgiving holiday, Don Kaufman fills up his plate with a few example options trading ideas in the iShares Emerging Markets ETF (EEM), ...

ETF Investing Trends & 100% Downside-Protected Bitcoin ETF

27 Nov 2024

Contributed by Lukas

Matt Kaufman of Calamos Investments discusses the fund filing to create the first 100% downside-protected Bitcoin ETF. He discusses the market for spo...

Stock Market “Turned Back the Clock” of Economic Cycle

27 Nov 2024

Contributed by Lukas

Andrew Wells discusses the raised likelihood of the Fed cutting rates in December, saying the Fed is trying to get it out of the way before 2025. “W...

TSLA, Tariffs and Why China is Critical for NVDA's A.I. Dominance

27 Nov 2024

Contributed by Lukas

With Elon Musk dubbed the "First Buddy" of the 2nd Trump Administration, John Engle looks at how that relationship may impact Tesla (TSLA) and the ove...

A.I. in Tech: CRWD, DELL, HPQ

27 Nov 2024

Contributed by Lukas

Nicole Petallides dives into the latest tech earnings at the NYSE market site. For Crowdstrike (CRWD), she points to a bullish analyst community, incl...

"Einstein of Wall Street" On Holiday Week

27 Nov 2024

Contributed by Lukas

Peter Tuchman kicks off Morning Trade Live with his energetic approach to a shortened trading week. He says seasonality is on the market's side after ...

Detail on Retail

27 Nov 2024

Contributed by Lukas

Jan Rogers Kniffen expects a “very strong performance” from the retail holiday season. “There’s no reason” the consumer shouldn’t be spend...

Cautious on Russell Strength; Bullish on Equities

27 Nov 2024

Contributed by Lukas

Willie Delwiche is bullish into the year’s end, pointing to the S&P 500 200-day moving average continuing to rise. However, international market...

Futures Markets Muted After Economic Data Dump

27 Nov 2024

Contributed by Lukas

Dan Deming covers the market reaction to economic data this morning. He notes strength in the small and mid-caps and says to watch momentum in the upw...

WMT, WSM & Consumer Retail Ahead of Black Friday

27 Nov 2024

Contributed by Lukas

Lucas Downey joins the Futures show with his eyes on the U.S. Consumer ahead of Black Friday and Cyber Monday shopping days. In terms of retail compan...

CRWD I.T. Outage Overshadows Earnings Beat

27 Nov 2024

Contributed by Lukas

Morningstar's Ahmed Khan reacts to the latest report from cybersecurity giant: Crowdstrike (CRWD). He notes that the "intensity & frequency" of cy...

Stock Market Morning Minute: CRWD, DELL, HPQ

27 Nov 2024

Contributed by Lukas

Following earnings reports, 3 tech stocks are down to begin Wednesday's trading: Crowdstrike (CRWD), Dell (DELL) and HP Inc. (HPQ). Alex Coffey runs t...

Stock Market Today: CRWD & DELL Slip After Hours, KSS 4-Year Low

27 Nov 2024

Contributed by Lukas

The SPX and $DJI closed at new all-time highs on a slower trading day before the Thanksgiving holiday. Some stocks didn't follow the uptrend. Crowdstr...

EARNINGS ALERT: HPQ

27 Nov 2024

Contributed by Lukas

HP Inc. (HPQ) traded down after hours following a double miss in earnings. George Tsilis and Oliver Renick discuss how the move down disrupts an upsid...

EARNINGS ALERT: WDAY, CRWD, DELL, ADSK

27 Nov 2024

Contributed by Lukas

A slew of tech stocks served up earnings ahead of the Thanksgiving holiday. Caroline Woods and Scott Durfey join Oliver Renick to break down reports f...

Churn & Market Rotation Ahead, 10-Year Yield Resistance Mark

27 Nov 2024

Contributed by Lukas

Liz Ann Sonders and Nathan Peterson join today's Charles Schwab Big Picture panel to break down how today's market action can impact the outlook. Liz ...

Nasdaq IPO Market Pipeline Strong into 2025

27 Nov 2024

Contributed by Lukas

Mike Sokoll looks at the IPO pipeline. Biotech and healthcare are both strong, but he says Nasdaq is also seeing international companies listing. He s...

Price Action Shows SPX in 'Pretty Comfortable Spot' at 6,000

27 Nov 2024

Contributed by Lukas

Shane Skinner turns to open interest through December to find that we could hover around the 6,000 level in the SPX for some time. He points to today'...

Wedbush Restaurant Picks: CAVA, CAKE, DIN, JACK

27 Nov 2024

Contributed by Lukas

Nick Setyan of Wedbush makes the bullish case for restaurant stocks. He thinks Cava (CAVA), up over 200% this year, should seize on its growth. Wedbus...

Chips Act, Crypto, Yields & 'Slow-Moving Fed:' Expectations Under Trump

27 Nov 2024

Contributed by Lukas

Peter Tchir gives a wide view of market expectations under the incoming Donald Trump administration. He believes the A.I. game will pick up in the sta...

Is BBY No Longer the 'Best Buy' for Consumers?

27 Nov 2024

Contributed by Lukas

Best Buy (BBY) became one of the worst performers on the S&P 500 following its mixed earnings report. Seth Basham calls the report "not very surpr...

Tariffs Won’t be as Broad as Projected

27 Nov 2024

Contributed by Lukas

Adrianne Yamaki says the appetite for tariffs may not be as big as Trump is posturing now, since the U.S. is a huge importer of commodities. She says ...

AMZN 'Not Just Retail Play,' TJX Great In-Store Play

27 Nov 2024

Contributed by Lukas

With the holiday shopping season underway, Andrew Arons expects Amazon (AMZN) to flex its retail and e-commerce strength yet again. However, he notes ...

Dory Wiley’s Small Bank Picks: TRMK, ESFC, TCBX

27 Nov 2024

Contributed by Lukas

“We’re certainly not at the top” for the market yet, Dory Wiley argues. He thinks it’s too early to cut rates and is surprised at recent dovis...

SPOT 'Executed as Good or Better' Than Biggest Companies

27 Nov 2024

Contributed by Lukas

Andy Swan with LikeFolio says he's astounded with Spotify's (SPOT) monstrous growth in the digital entertainment space. According to him, the company'...

360 Round: Macy’s (M), Abercrombie & Fitch (ANF), Gap (GPS)

27 Nov 2024

Contributed by Lukas

Zach Warring says ANF is coming back strong, with “grassroots” advertising and double-digit growth in both Abercrombie and Hollister brands. David...

'Strong Fundamental Case' for Small Caps After 2023 Recession

27 Nov 2024

Contributed by Lukas

“There’s a strong fundamental case for small caps here” if you focus on valuation, says Paul Eitelman. He points to strengthening earnings after...

The Big 3: SPOT, AAPL, WMT

27 Nov 2024

Contributed by Lukas

Giants in digital entertainment, technology and retail take focus in today's Big 3. Jessica Inskip explains her bullishness on all three names while R...

What is the 'Neutral Rate' for the Fed?

27 Nov 2024

Contributed by Lukas

Michael Reinking believes “the timing is very interesting” for Trump’s vow to raise tariffs after the market seemed relieved by Scott Bessent’...

Options Trades in CRWD and DELL

27 Nov 2024

Contributed by Lukas

Crowdstrike (CRWD) and Dell (DELL) both report earnings after the closing bell. From Cybersecurity to Servers, both tech names represent different par...

Tariffs Impact on International Markets

26 Nov 2024

Contributed by Lukas

Jeffrey Kleintop says Canada, China & Mexico have time to meet the U.S. in the middle before tariffs are enacted. He talks about how deportations ...

RIVN $6.6B Government Loan, KSS CEO Stepping Down, ANF Down

26 Nov 2024

Contributed by Lukas

Abercrombie & Fitch (ANF) traded down despite posting an earnings beat. Retail weakness continued in Kohl's (KSS) after the company's CEO announce...

Expect Tech to Drag & Airlines to Soar, SPX Retests 6,000

26 Nov 2024

Contributed by Lukas

The SPX tested the lower support levels after opening up at the 6,000 level this morning. Kevin Green is keeping an eye on volatility heading into the...

'Stock Picker’s Market,' Watch Options Money Flows

26 Nov 2024

Contributed by Lukas

“You can get an unwind any time” on your trades, Alan Knuckman warns, looking at the price action in gold. He thinks it’s a “stock picker’s ...

Amazon (AMZN) Dip a Buying Opportunity

26 Nov 2024

Contributed by Lukas

Jason Brown looks at Amazon (AMZN) ahead of Black Friday & Cyber Monday. He thinks the stock’s recent dip is a “discount” for investors. He ...

American Confidence & Risk-Taking Will Rise

26 Nov 2024

Contributed by Lukas

Trump’s pre-announcement of tariffs lets the market discount the news and concentrate on other things into the year end, says Ben Emons. He adds the...

Stock Market Morning Minute, Tuesday, Nov. 26: BBY, DKS, ANF

26 Nov 2024

Contributed by Lukas

Retailers earnings are in focus ahead of Tuesday's open. Best Buy (BBY) falls after disappointing numbers and guidance, Dick's Sporting Goods (DKS) mo...

‘Uncertainty’ Ahead in 2025

26 Nov 2024

Contributed by Lukas

Daniel Siluk thinks that tariffs will “certainly be used” in the Trump term, but “gradually,” and not to the magnitude the market feared. Look...

Gamma On EP3: Calculating Gamma Exposure (GEX)

26 Nov 2024

Contributed by Lukas

Time to get into some spreadsheets! Oliver Renick is joined by Shane Skinner to understand the actual calculations behind Gamma Exposure. Later on, Ke...

Market Overtime: Incoming Charles Schwab CEO Rick Wurster

25 Nov 2024

Contributed by Lukas

Oliver Renick sits down with Rick Wurster at the 2024 Schwab IMPACT conference in San Francisco, CA. Wurster will be assuming the CEO title on January...

AAPL's Black Friday, Holiday iPhone Sales Key to Grow Valuation

25 Nov 2024

Contributed by Lukas

Martin Yang discusses the bullish aspects of Apple (AAPL) heading into the holiday season. His bull case revolves around iPhone 16 sales and how the c...

DKS Customer Relations "Anomaly in Retail Space"

25 Nov 2024

Contributed by Lukas

Andy Swan with LikeFolio notes a distinction in Dick's Sporting Goods (DKS) compared to its competition. He turns to app usage data to show how its bo...

Travel Season Booms as Gas Prices Fall

25 Nov 2024

Contributed by Lukas

Patrick DeHaan of GasBuddy looks at gas prices across the U.S. as the holiday travel season starts, saying that more people are driving as prices per ...

"Trump Effect" Impact on Bitcoin, Inflation & Rate Cuts

25 Nov 2024

Contributed by Lukas

Sentiment in the markets made a clear shift with Donald Trump's re-election to the Oval Office. David Stryzewski expects Bitcoin to undergo historic m...

Small Caps, Domestic Companies Attractive into 2025

25 Nov 2024

Contributed by Lukas

The spread between 10-year Treasuries and junk bonds is at the lowest in over 20 years, notes Ted Thatcher, author of the new book ‘Launch Your Reti...

Crypto & Bitcoin Rally, Koffman: "Sky is Really the Limit Here"

25 Nov 2024

Contributed by Lukas

Tatiana Koffman, author of Myth of Money, says investors should have crypto make up 10% or more of their portfolios. She points out the scenarios wher...

QUBT Breaks Out with AMZN AWS Partnership

25 Nov 2024

Contributed by Lukas

Quantum Computing (QUBT) has seen a parabolic bump in its stock partly due to its new partnership with Amazon's (AMZN) AWS cloud service. George Tsili...

360 Round: CFPB Expands Digital Payment Oversight

25 Nov 2024

Contributed by Lukas

Stephen Biggar and Frances Newton Stacy discuss the CFPB expanding oversight of digital payment services. Frances notes that this area has minimal ove...

PLTR Price Target Hikes Continue "Phenomenal" Move

25 Nov 2024

Contributed by Lukas

Palantir (PLTR) got a pair of price target hikes, including one from Dan Ives of Wedbush. George Tsilis says "there's some merit to what's happening" ...

The Big 3: BA, DELL, ULTA

25 Nov 2024

Contributed by Lukas

A bullish Joel Hawthorne helps break down today's Big 3 in Boeing (BA), Dell Technologies (DELL), and Ulta Beauty (ULTA). Joel's bullishness hinges on...

‘Uncertainty’ Ahead in 2025

25 Nov 2024

Contributed by Lukas

Daniel Sulik thinks that tariffs will “certainly be used” in the Trump term, but “gradually,” and not to the magnitude the market feared. Look...

Why Bitcoin Slipped with Bessett Nomination & MSTR's Market Climb

25 Nov 2024

Contributed by Lukas

Andy Baehr of CoinDesk Indices explains Bitcoin's pullback after the cryptocurrency hit $100,000 for the first time last week. On Donald Trump's nomin...

Stock Market Today: ZM Earnings Beat, Macy's $154M Accounting Error, BBWI Rally

25 Nov 2024

Contributed by Lukas

The SPX, $DJI and RUT all hit new all-time highs to kick off a short holiday week, and did so while Nvidia (NVDA) lagged. Macy's (M) traded down after...

AAPL, AMZN, DKS: Stocks for Your Holiday Portfolio

25 Nov 2024

Contributed by Lukas

The NRF is predicting consumers to spend nearly $1 trillion across the November and December holiday shopping season. Ivan Feinseth shares the stocks ...