Schwab Network
Episodes
Overlooked Stock: QMCO
25 Nov 2024
Contributed by Lukas
Quantum Corp. (QMCO) shares hit multiple upside circuit breakers, following intense interest in the stock. Shares of QMCO doubled in Monday's session ...
EARNINGS ALERT: ZM
25 Nov 2024
Contributed by Lukas
Zoom Video (ZM) reported an earnings beat and raised guidance but investors didn't seem sold. Oliver Renick and Caroline Woods break down the report i...
Bond Rally More About Fed Than Bessent
25 Nov 2024
Contributed by Lukas
Bonds caught a strong bid today seemingly related to Trump's pick for Treasury, but OJ Renick has been looking for a curve flattener since Nov. 14's #...
Bessent Nomination Driver for Market Moves, Ecodata to Determine Fed Rate Cut Pause
25 Nov 2024
Contributed by Lukas
Charles Schwab's Collin Martin points to Donald Trump's appointment of Scott Bessent as the catalyst for today's market moves. He discusses how much o...
Bitcoin Dips, but Bauer Bullish
25 Nov 2024
Contributed by Lukas
“The correlation between dollar and bitcoin” has been skewed for a while, says Scott Bauer. Despite Bitcoin’s dip today he thinks it will contin...
Why Investors are Interested in MicroStrategy (MSTR)
25 Nov 2024
Contributed by Lukas
Andy Constan says markets want a convertible bond for crypto as he discusses why investors might be interested in MicroStrategy (MSTR). “They essent...
Immigration Policy Impact on State Budgets
25 Nov 2024
Contributed by Lukas
Nora Wittstruck gauges the potential impact of Trump Admin immigration policies on government spending and credit. She notes that if K-12 enrollment f...
Tariffs vs Corporate Tax Cuts: Balancing the Budget
25 Nov 2024
Contributed by Lukas
Jay Hatfield raised his S&P 500 target to 7,000 after the Trump win, assuming a corporate tax reduction to 18%. “What everyone’s missing about...
Options Trades in SNOW and PLTR
25 Nov 2024
Contributed by Lukas
Wedbush upgrades Snowflake (SNOW) and raises its price target for Palantir (PLTR). Alex Coffey looks at the analyst calls and places example options t...
Restaurant Winners & Losers: EAT, CMG, DPZ, DIN, DRI
25 Nov 2024
Contributed by Lukas
Jim Sanderson chews over restaurant stocks as consumers focus on buying gifts over eating out. He prefers fast casual names, highlighting Chipotle (CM...
“Promotions Light” Going into Holiday Season
25 Nov 2024
Contributed by Lukas
“Promotions have been light so far,” and retailers have been talking about better margins, says Lindsey Bell. She discusses Walmart (WMT) gaining ...
PLTR Elliott Waves, Bullish & Neutral Trades
25 Nov 2024
Contributed by Lukas
Palantir (PLTR) is up over 290% year-to-date, and Paul McCarthy shares optimism for some of the company's earnings. However, he weighs if Palantir can...
M Accounting Error, Wicked & Gladiator 2 Boost Theater Stocks, BBWI Surges
25 Nov 2024
Contributed by Lukas
Macy's (M) traded down after an employee hid up to $154 million in expenses. Wicked and Gladiator 2 pulled in strong box office numbers over their ope...
Gold, Crude Oil & U.S. Dollar: Analyzing Impact on Equities
25 Nov 2024
Contributed by Lukas
Alex Coffey is keeping a close eye on three notable market movers that can affect equities: gold, crude oil and the U.S. dollar. He discusses how geop...
‘The Dollar is the Linchpin’ – And Needs to Fall
25 Nov 2024
Contributed by Lukas
Jay Pelosky looks at Scott Bessent’s nomination to Treasury Secretary, focusing on the difficulty of Bessent’s determination to cut the deficit wh...
'Buy the Cheap Protection' Right Now
25 Nov 2024
Contributed by Lukas
Scott Bauer discusses the Secretary of Treasury nomination of hedge fund manager Scott Bessent: he thinks there are more important things to focus on ...
NVDA, Mag 7 & Tech Sector Outlook
25 Nov 2024
Contributed by Lukas
Logan Gilland says "we're due for a pullback" in the tech sector. He believes the bar has been set so high for big-cap tech names, pointing to Nvidia ...
Stock Market Morning Minute, Monday, Nov. 25: PLTR, GOOGL, SNOW
25 Nov 2024
Contributed by Lukas
Palantir (PLTR) rises after Wedbush gets more bullish, Alphabet (GOOGL) starts to recover some of last week's losses, and Snowflake (SNOW) gets an upg...
Danan Kirby’s Stock Picks: SPHR, RCL
25 Nov 2024
Contributed by Lukas
It’s time to look at the consumer’s spending habits, and Danan Kirby’s got his eyes on a pair of travel & leisure stocks: Royal Caribbean (R...
Stock Market This Week: NVDA Earnings, SMCI Rally, MSTR Rips, $100K Bitcoin, DoJ Hits GOOGL
22 Nov 2024
Contributed by Lukas
A packed market week sent indices higher, led by a rally from the Russell 2000. Nvidia (NVDA) propelled market activity after reporting another monstr...
Next Week’s GDP Will be “Well Above Trend”
22 Nov 2024
Contributed by Lukas
Mark Hamrick recaps the week’s economic data and how it affected the market. Despite sentiment changes post-election, he doesn’t think consumer sp...
NVDA "Incredible Results" & Mag 7 "Investor Sentiment Incredibly Positive"
22 Nov 2024
Contributed by Lukas
Dave Mazza wraps up the week with his takeaways on the Nvidia (NVDA) earnings report. He notes hyperscaler demand for NVDA products as a key focal poi...
Overlooked Stock: UGI
22 Nov 2024
Contributed by Lukas
UGI Corp. (UGI) ripped to highs it hasn't seen in over a year after sharing an EPS beat in its 4Q earnings report despite a sales miss. George Tsilis ...
Weaker Currencies to Offset Tariffs & Coin Toss Cut for Fed, ECB
22 Nov 2024
Contributed by Lukas
Michelle Gibley joins today's Charles Schwab Big Picture panel to discuss what a strengthening U.S. Dollar means for potential tariffs. She argues wea...
BA Wins $2.38B Contract, Elon Musk Shoots for Moon (& Mars)
22 Nov 2024
Contributed by Lukas
Boeing (BA) secured a 10-digit contract with the U.S. Air Force to build 15 additional tankers. David Nelson discusses if the deal is enough to stop t...
Bitcoin to $110K Next Week; $200K Next Year?
22 Nov 2024
Contributed by Lukas
“The party’s going to keep going on Bitcoin,” says Phil Streible, forecasting $150K-$200K pricing next year. He also looks at gold and the U.S. ...
"We Should All Welcome DOGE" in Cutting Error-Driven Waste Spending
22 Nov 2024
Contributed by Lukas
When asked if the Department of Government Efficiency (DOGE) is "toothless," Darrell Crate says the department's position inside the U.S. government c...
Markets Will Pause Rally if Fed Doesn’t Cut Rates
22 Nov 2024
Contributed by Lukas
Todd Jones expects liquidity to increase in 2025, benefitting markets. On the downside, he says there’s a risk of inflation rising. He thinks the ma...
20% to 30% Pullback Will Counter "Sugar High" Market
22 Nov 2024
Contributed by Lukas
While noting the market is doing "phenomenally well," Dale Smothers anticipates a 20% to 30% market pullback that could come as early as next year. He...
Target’s (TGT) Earnings Concerning; Shortage of Low-Skill Labor
22 Nov 2024
Contributed by Lukas
Eddie Yoon and Sam Burns look at Consumer Sentiment’s November report, which rose numerically but fell short of Street expectations. They both think...
“Screaming Buy” on Financials, Avoid Energy
22 Nov 2024
Contributed by Lukas
Gene Goldman is bullish on any market pullbacks and expects a Santa Claus rally. His major 2025 investment themes include diversification, both in equ...
NVDA, PLTR, SNOW: Trends to Watch in Next A.I. Phase
22 Nov 2024
Contributed by Lukas
Jerry Sneed says to "have a shopping list" for your portfolio. When it comes to the A.I. trade, he talks about navigating Nvidia (NVDA), Palantir (PLT...
META Using Gen A.I. for Targeted Ads Critical in Outlook
22 Nov 2024
Contributed by Lukas
Meta Platforms (META) makes 98% of its revenue off advertising, but LikeFolio's Megan Brantley shows ad growth slowing in Facebook and Instagram. Howe...
MSTR Soars & Bitcoin Taps $100K... Can the Rally Keep Up?
22 Nov 2024
Contributed by Lukas
Bitcoin tapped the $100,000 milestone before fading intraday. Alex Coffey and Jenny Horne turn to Bitcoin futures and find volatility rides high with ...
360 Round: Intuit (INTU) Earnings, Stock Sell-Off “Unfair”
22 Nov 2024
Contributed by Lukas
Matt Montefusco says that post-Intuit (INTU) earnings, “The stock moving down is kind of unfair.” He thinks the market should be focusing on its A...
NVDA a Train "You Can't Stop," Blackwell New Engine
22 Nov 2024
Contributed by Lukas
Dave Altavilla says the train won't slow down "anytime soon" with demand outstripping supply. Near-double earnings on the quarter and exponential data...
The Big 3: CRWD, CVNA, TEM
22 Nov 2024
Contributed by Lukas
Prosper Trading Academy's Charles Moon is bullish on all of today's Big 3. He points to Crowdstrike's (CRWD) recovery and Carvana (CVNA) coiling to th...
PLTR's "Heck of a Run," Economy "Rug Pull" Coming, Nuclear Power to Win 2025
22 Nov 2024
Contributed by Lukas
Steven E. Orr says he "called it out five months ago" that Palantir (PLTR) would become a name to watch. He says government contracts played a key rol...
Options Trades in AMZN and META
22 Nov 2024
Contributed by Lukas
Amazon (AMZN) announced an additional $4B investment into A.I. company Anthropic, raising the total investment to $8B. Meanwhile, Meta Platforms (META...
A.I. Catalysts Ahead for MFST & AAPL
22 Nov 2024
Contributed by Lukas
Jeff Muhlenkamp says investors are giving Microsoft (MSFT) the "benefit of the doubt" in the A.I. race. He argues the company's collaboration with Con...
INTU Weak Guidance, NTAP "Outgrowing" Market, Tencent Sheds RDDT Stake
22 Nov 2024
Contributed by Lukas
Intuit (INTU) slid to the downside after posting weak guidance. The company's CEO shrugged off the idea that the Trump administration could create a f...
U.S. Economy “Not as Robust” as We Think?
22 Nov 2024
Contributed by Lukas
“I don’t see the robust story other people do” for the U.S. economy, says Barry Knapp, pointing to slowing economic growth. He thinks only the p...
NVDA Cash Machine Giving Competitors "Run for Their Money"
22 Nov 2024
Contributed by Lukas
When it comes down to the numbers, Nvidia's (NVDA) $3 billion cash balance will hold the company's lead in the A.I. race, according to Michelle Connel...
Analyzing Price Action in This Week's "Choppy Market"
22 Nov 2024
Contributed by Lukas
Alex Coffey highlights the price action trends he's seen during a volatile market week. He shows that the SPX has fallen from last week's highs, but t...
Takeaways from This Week’s Retail Earnings
22 Nov 2024
Contributed by Lukas
RJ Hottovy breaks down the takeaways from this week’s retail earnings. He says Walmart’s (WMT) success in the discretionary categories is “reall...
Stock Market Morning Minute, Friday, Nov. 22: Bitcoin, ROST, INTU
22 Nov 2024
Contributed by Lukas
Bitcoin breaks through the $100k milestone, Ross Stores (ROST) rises after a mixed earnings report, and Intuit (INTU) slumps after issuing weak guidan...
Microstrategy Dips, Bitcoin Rips: What Gives?
21 Nov 2024
Contributed by Lukas
$MSTR’s massive, levered Bitcoin position might make the stock a leading indicator for crypto prices, argues OJ Renick. ======== Schwab Network ===...
Options Trades in SMCI and GOOGL
21 Nov 2024
Contributed by Lukas
Following Nvidia (NVDA) earnings, Supermicro (SMCI) was mentioned among the chipmaker's "reliable partners" alongside Dell, Foxconn and others. Meanwh...
Stock Market Today: NVDA All-Time High, GOOGL Forced to Sell Chrome, PDD Plunges
21 Nov 2024
Contributed by Lukas
It was yet another volatile market day as all indices recovered from a slide to the downside. Nvidia (NVDA) hit a new all-time high following earnings...
ROST "Cautionary Tale" on Consumer Enthusiasm
21 Nov 2024
Contributed by Lukas
When looking at Ross Stores (ROST), @LikeFolio's Megan Brantley says she's "meh" on expectations. Increased web visits is a good sign for the retailer...
Mutual Fund Launching Backed by Famous Chicago Trader
21 Nov 2024
Contributed by Lukas
Jerry Wagner has the “only mutual fund that holds gold bullion.” He breaks down the difference between ETF expenses and the expenses of his mutual...
Overlooked Stock: RBRK
21 Nov 2024
Contributed by Lukas
George Tsilis turns to cybersecurity on today's Overlooked Stock. He shares what makes Rubrik (RBRK) a name to watch after it climbed to a new 52-week...
EARNINGS ALERT: INTU, NTAP, ROST
21 Nov 2024
Contributed by Lukas
Another round of earnings highlight the technology, finance, and retail sectors. Oliver Renick, Kevin Green and Diane King Hall break down the reports...
"Don't Sacrifice Quality" in Small Caps, Fed "Open-Minded" for December Meeting
21 Nov 2024
Contributed by Lukas
Liz Ann Sonders shares enthusiasm on today's upbeat market, notably in small caps. However, she warns investors on index trading with the Russell 2000...
Impact of Trump's Cabinet Picks on Markets, DOGE's Policy Reach
21 Nov 2024
Contributed by Lukas
We're still about two months out from Inauguration Day. Mike Townsend with Charles Schwab says the markets are starting to normalize as post-election ...
Market Breadth Builds Bull Confidence Toward 6,000
21 Nov 2024
Contributed by Lukas
A flush to the downside reversed when most stocks in the SPX found intraday strength. Kevin Green shows how the markets broke through resistance and w...
Using Strategic ETFs: ISPY, SPXE
21 Nov 2024
Contributed by Lukas
Simeon Hyman discusses the S&P 500 High Income ETF (ISPY), which uses a daily covered call strategy. “By doing the calls every single day, you f...
Municipal Bond Market Explosion Explained
21 Nov 2024
Contributed by Lukas
Lyle Fitterer covers the municipal bond market’s explosion. With rates going down, he thinks investors are moving money from CDs into bonds to lock ...
Mag 7 Stocks Can Take "Breather," Watch Fixed Income Amid Rate Cut Path
21 Nov 2024
Contributed by Lukas
Todd Ferguson says the Mag 7 can give itself a "breather" as the market broadens. He expects the financials sector to gain from the change. On the fix...
PANW Setting New Tone, Building Platform In Focus
21 Nov 2024
Contributed by Lukas
Palo Alto Networks (PANW) saw some gains after reporting earnings. Some investors appear disappointed by its guidance, but Dr. Chris Pierson notes tha...
Regional Bank M&A Coming; Interest Rates Hinderance
21 Nov 2024
Contributed by Lukas
Ian Lapey breaks down what’s going on in the financial sector, and what the banking industry is looking towards under the new Trump administration. ...
What You Need to Know About Direct Indexing
21 Nov 2024
Contributed by Lukas
Divya Krishnan teaches viewers about direct indexing, which allows clients to have professional tax management while tracking a specific market index....
Inside Schwab Advisor Services
21 Nov 2024
Contributed by Lukas
Jon Beatty, head of Schwab Advisor Services, joins the Watch List to discuss Schwab IMPACT 2024. He says investors are currently interested in tax pla...
U Catalysts Hinge on A.I., Costs & Ad Platform
21 Nov 2024
Contributed by Lukas
Kevin Green highlights a stock attempting to utilize A.I. that may catch investors by surprise: Unity (U). The company has fallen 45% off its year-to-...
SNOW Soars with AMZN A.I. Partnership & Earnings Beat
21 Nov 2024
Contributed by Lukas
Snowflake (SNOW) saw a massive rally to the upside after reporting an earnings beat and raised guidance. The company will double down on its A.I. vent...
NVDA Bullish on Blackwell, Gross Margins Spark Concern
21 Nov 2024
Contributed by Lukas
Steven Dickens believes Nvidia (NVDA) demonstrated its gargantuan market pull with its notable earnings beat. He cites several tailwinds that he expec...
2025 Inflation Risks to Stocks, Bonds & Yields
21 Nov 2024
Contributed by Lukas
Is inflation out of the bag again? Charles Schwab's Kevin Gordon weighs if inflation pressures ahead will come from policy under a Trump 2.0 administr...
Yields Should Rise Regardless of Inflation: Convexitas's Francis
21 Nov 2024
Contributed by Lukas
Zed Francis discusses how investors should build their options strategies. He also looks at private and public pension funds, which he says have finis...
Vince Lorusso's Picks: Short HSY, Long BWXT
21 Nov 2024
Contributed by Lukas
“The background for active management is as good as I’ve seen in a very long time,” says Vince Lorusso. He likes long-short equity strategies an...
Charles Schwab Launches Mortgage-Backed Securities ETF
21 Nov 2024
Contributed by Lukas
DJ Tierney discusses diversifying fixed income strategies, with Charles Schwab launching a mortgage-backed securities ETF this week. He compares the E...
Potential Tariff Outlook & Fed "More Nervous" on Inflation
21 Nov 2024
Contributed by Lukas
Looking ahead to the incoming Trump administration, Thierry Wizman expects to see tariffs similar to what the president-elect instituted during his fi...
Stock Market Morning Minute: NVDA, PANW, SNOW
21 Nov 2024
Contributed by Lukas
Nvidia (NVDA) shares are lower after the company beat earnings expectations, Palo Alto Networks (PANW) is down after guidance underwhelmed investors, ...
NVDA to Hit "$800 in 2030," Latest Earnings & DOGE Show Why
21 Nov 2024
Contributed by Lukas
Phil Panaro returns to double-down on his hyper-bullish stance that Nvidia (NVDA) will hit $800 by 2030. He uses Nvidia's latest earnings beat to expl...
"New Game" with High-Interest Rates
21 Nov 2024
Contributed by Lukas
Greg Friedman joins Nicole Petallides at the NYSE site with a deep-dive into the high rate environment facing investors right now. When looking at the...
Markets Climb "On Back of NVDA," Watch Commodity Trends
21 Nov 2024
Contributed by Lukas
Nvidia (NVDA) once again showed its strength by giving the markets a pop following its earnings beat. Kevin Green highlights how the SPX is breaking o...
GOOGL Forced to Sell Chrome, BA "Can't Afford Another Mistake," DE Up
21 Nov 2024
Contributed by Lukas
The Department of Justice has filed for Alphabet (GOOGL) to sell its Chrome browser in efforts to chip away its search engine monopoly. Boeing's (BA) ...
Finding Opportunities in Gold & Crypto Miners
21 Nov 2024
Contributed by Lukas
Alan Knuckman looks at gold futures and gold mining companies, pointing out opportunities in stocks like Barrick Gold (GOLD). Bitcoin is still hitting...
Still 'In the Early Innings' for Nvidia Chip Demand
21 Nov 2024
Contributed by Lukas
Ali Mogharabi calls Nvidia’s earnings “very impressive,” pointing to its strong revenue growth and guidance. Demand remains steady over every ca...
Stock Market Today: NVDA Beats & Gives Blackwell Update, PANW Down, TGT Plummets
20 Nov 2024
Contributed by Lukas
Markets rebounded following weakness throughout the trading day, with the $DJI snapping a losing streak. Nvidia (NVDA) stole the show by posting a bea...
Nvidia (NVDA): Champion Innovator
20 Nov 2024
Contributed by Lukas
John Eade says that even if it’s not growing as fast, Nvidia’s growth rate is still phenomenal. He highlights Nvidia’s focus on innovation and c...
Personalization & Convenience in Financial Management
20 Nov 2024
Contributed by Lukas
Joe DeVico of Blackrock (BLK) highlights wealth advisory trends to monitor. He says the growing assets under management is because more entities are o...
"Nitpicking" NVDA Guidance
20 Nov 2024
Contributed by Lukas
Ben Bajarin says its hard to knock Nvidia (NVDA) after such a strong year, saying the challenge will be "expectations not demand." He points to demand...
EARNINGS ALERT: NVDA
20 Nov 2024
Contributed by Lukas
George Tsilis joins Oliver Renick to discuss Nvidia's (NVDA) earnings moments after the report dropped. The A.I. giant plans to ship its Blackwell chi...
VWAP Shows Bullish SPX Trend Holding
20 Nov 2024
Contributed by Lukas
Kevin Green highlights the Volume Weighted Average Price (VWAP) to show how bulls kept trading momentum up despite recent slips to the downside. As he...
EARNINGS ALERT: PANW
20 Nov 2024
Contributed by Lukas
In non-Nvidia (NVDA) A.I. stocks earnings coverage, Oliver Renick, Caroline Woods and Kevin Green break down what's behind Palo Alto Networks' (PANW) ...
U.S. Investors Focus on NVDA & Tech, Fed Focuses on "Here and Now"
20 Nov 2024
Contributed by Lukas
As the rest of the world turns their attention to financials, Charles Schwab's Jeffrey Kleintop says the U.S. remains focused on the A.I. trade. He di...
Dollar Above $106, Natural Gas Climbing
20 Nov 2024
Contributed by Lukas
Dan Deming looks at the markets ahead of Nvidia (NVDA) earnings, which he says will set the tone for the rest of the week. He thinks that a rotation i...
Balancing the Familiar with Market Trends
20 Nov 2024
Contributed by Lukas
Brian Vendig says that as investors look at the market, there’s a “push and pull” between stocks they’re familiar with and market trends with ...
Kneejerk Reaction to Job Market Outlook & Impact on Rate Cuts
20 Nov 2024
Contributed by Lukas
The job market has recovered since the summer, according to Jeffrey Cleveland. He calls the reaction to the Trump administration's planned job cuts a ...
SNOW Needs to Avoid "Punch in the Face" with Earnings
20 Nov 2024
Contributed by Lukas
Chris McMahon calls Snowflake (SNOW) a "case study" in the cloud industry. On its current trajectory, he believes the company won't see highs it previ...
“Supertrend” Beginning in Alternative Assets
20 Nov 2024
Contributed by Lukas
Steve Houston explains why financial advisors are embracing alternative investments, such as private lending. He says we are in the early stages of a ...
Lower Interest Rates Don't Always Align with Economic Growth
20 Nov 2024
Contributed by Lukas
Dana D'Auria believes in a stronger future for the market, though lower interest rates may not be a part of the story. She explains that the Fed will ...
Opportunities in Real Estate Lending
20 Nov 2024
Contributed by Lukas
Rich Byrne joins to discuss private credit. He says there’s huge demand in that market, tightening spreads and crowding the trade. Therefore, he say...
DAL "Yellow Flag" as Holiday Season Takes Flight
20 Nov 2024
Contributed by Lukas
Delta Airlines (DAL) shares grew 60% year-to-date, with LikeFolio's Andy Swan calling the company the "strongest of all the carriers." However, his da...
OKLO, VST & "Overpromising" on Nuclear Energy A.I. Expectations
20 Nov 2024
Contributed by Lukas
A Kerrisdale short report on Oklo Inc. (OKLO) says the company has overpromised and underdelivered to investors. The report sent stocks falling, but K...
360 Round: Target (TGT), Walmart (WMT) Earnings
20 Nov 2024
Contributed by Lukas
Diya Iyer calls Target and Walmart “two different stories, two different customers.” Despite Target cutting prices on over 5,000 products, it coul...
NVDA Earnings "Going to be Fireworks," Blackwell to Ignite Flame
20 Nov 2024
Contributed by Lukas
John Belton expects Nvidia's (NVDA) after hours earnings report to turn into a market-moving event. He points to the company's Blackwell chips as the ...
Options Trades in NVDA and AMD
20 Nov 2024
Contributed by Lukas
Nvidia (NVDA) earnings are coming up, so Kevin Hincks looks at a couple of example options trades in 2 big semiconductor stocks: Nvidia and AMD Inc. (...
Active vs Passive ETFs: Looking for Beta
20 Nov 2024
Contributed by Lukas
David Botset and Chris Murphy discuss active vs passive ETFs and how investors can strategize with them. Chris Murphy notes the concentration in well-...
The Big 3: CORZ, SMCI, RTX
20 Nov 2024
Contributed by Lukas
Ahead of Nvidia's (NVDA) earnings, today's Big 3 turns to the tech trade. Kenny Polcari and Oliver Renick break down the bullish factors behind Core S...