Schwab Network

Breaking Down Powell's Comments After 25BPS Rate Cut

07 Nov 2024

Contributed by Lukas

Powell had “a goal to say absolutely nothing, and he passed with flying colors,” says Danielle DiMartino Booth. She discusses Powell’s different...

SPX Bulls Eye 6,000 as VIX Fade Continues

07 Nov 2024

Contributed by Lukas

6,000 is the new magic number for S&P 500 bulls. Shane Skinner believes investors can push the ceiling to a new milestone, but it depends on tradi...

Stephen Moors on Tax Cuts, Tariffs, and Powell’s Job

07 Nov 2024

Contributed by Lukas

Stephen Moore expects the next Trump administration to extend the tax cuts he previously put in place. He says tariffs are on the table but would be o...

Rate Cuts, Inflation & Trump: Fed's Path to Navigating Market Noise

07 Nov 2024

Contributed by Lukas

Randal Quarles says there's "going to be a lot of noise" around the Fed as the Trump administration regains control of the White House. When it comes ...

Fed "Setting Up for a Pause" After Cutting 25BPS

07 Nov 2024

Contributed by Lukas

The Fed voted unanimously to cut 25BPS from rates in its latest meeting, but Joe Brusuelas argues the decision sets up a pause in its rate cutting cyc...

25BPS Fed Rate Cut Adds to Market "Relief Rally"

07 Nov 2024

Contributed by Lukas

Anne McCabe of Curo Private Wealth breaks down the market's reaction minutes after the Fed announced another 25BPS rate cut. Despite signs of a strong...

Fed Issues 25BPS Rate Cut for November

07 Nov 2024

Contributed by Lukas

It's official. The Fed has issued another rate cut, this time for 25BPS. Tom White says the market baked in expectations for the cut ahead of time, le...

Bullish for TTD, Just Watch the High Bar for Earnings

07 Nov 2024

Contributed by Lukas

The Trade Desk (TTD) climbed to a new all-time high ahead of the company's earnings after the closing bell. LikeFolio's Landon Swan believes many inve...

360 Round: Warner Bros. Discovery (WBD) Earnings

07 Nov 2024

Contributed by Lukas

Today’s 360 Round is Warner Bros. Discovery (WBD). Dan Rayburn notes international growth in streaming subscribers but is looking for higher avg. re...

Economic 'Renaissance' on Horizon if Fed Accelerates Rate Cuts

07 Nov 2024

Contributed by Lukas

According to James Thorne, the Fed needs to cut rates as "rapidly as they possibly can." He argues the impacts of the current rate cuts won't be seen ...

The Big 3: MARA, MBLY, MRO

07 Nov 2024

Contributed by Lukas

Today's Big 3 focuses on three names all under $30 per share. Alan Knuckman breaks down what makes Marathon Digital (MARA), Mobileye (MBLY) and Marath...

RIVN Earnings First Turn Down Road of EV Uncertainty

07 Nov 2024

Contributed by Lukas

Rivian (RIVN) reports earnings after the closing bell, and it comes as the EV industry is driving through what Karl Brauer calls a "tough environment....

Options Trades in QCOM, ARM

07 Nov 2024

Contributed by Lukas

Alex Coffey discusses markets hitting new all-time highs on Thursday, and places example trades on Qualcomm (QCOM) and Arm Holdings (ARM) after earnin...

Crypto, Cyber & Macro Trends in Thematic ETFs

07 Nov 2024

Contributed by Lukas

Christian Magoon points to three key shifts in the ETF world for investors to watch: cryptocurrencies, cybersecurity, and the macro environment. He po...

TSLA's New Competitive Advantage & RIVN's Important Earnings

07 Nov 2024

Contributed by Lukas

Tesla (TSLA) CEO Elon Musk won big with a Donald Trump presidential victory. Anthony Sassine calls Elon a "genius" for giving his company a potential ...

LYFT Drives Big Rally, ELF's Earnings Makeover, MRNA Bounces Back

07 Nov 2024

Contributed by Lukas

Lyft Inc. (LYFT) is racing to catch up to Uber Technologies (UBER) after an earnings beat and guidance raise thrust shares to the upside. e.l.f. Beaut...

S&P 500 to Hit 7,000 Next Year?

07 Nov 2024

Contributed by Lukas

Jay Hatfield is “hyper-bullish” that the S&P 500 will hit the massive milestone. He thinks the corporate tax rate will come down and expects r...

Weekly Jobless Claims in "Good Spot," Keep Eyes on Continuing Claims

07 Nov 2024

Contributed by Lukas

Jenny Horne breaks down the weekly jobless claims report immediately following its release. The 221,000 initial claims came in just under estimates, b...

Post-Election Rally Stock Picks

07 Nov 2024

Contributed by Lukas

Being a "Bull Market Genius" is set to continue in the near-term as markets looks to head higher after the election. Alan Knuckman walks through his s...

Chip Demand and A.I. to Drive QCOM & ARM higher

07 Nov 2024

Contributed by Lukas

Qualcomm (QCOM) is rallying Thursday morning after a strong earnings report. Olivier Blanchard from the Futurum Group thinks the changes the company h...

80,000 Election Simulations & Bonds Only Rally in One

05 Nov 2024

Contributed by Lukas

OJ's run 80,000 election simulations and finds Treasury bonds only rally in one. Check out the final RiskRadar ahead of the Presidential election. ==...

Stock Market Today: SMCI Slips After Hours, PLTR at All-Time High, Union Backs BA Deal

05 Nov 2024

Contributed by Lukas

Markets maintained an Election Day rally backed by Palantir's (PLTR) strong earnings beat. The same couldn't be said for Supermicro (SMCI), which slip...

SMCI Cuts 1Q View, Announces Preliminary Numbers

05 Nov 2024

Contributed by Lukas

SMCI says it is unsure when it will file its next earnings report as the company faces scrutiny over its accounting practices. George Tsilis and Olive...

PLTR Move Indicative of A.I. Rally Broadening Out?

05 Nov 2024

Contributed by Lukas

Joe Tigay weighs in on Palantir (PLTR) earnings and the post-earnings surge in the A.I. software stock. He says they "had a fantastic top line number"...

PLTR Shines as "Bright Star in A.I."

05 Nov 2024

Contributed by Lukas

Dion Hinchcliffe believes Palantir's (PLTR) "multi-quarter success story" shows strength for the company and its peers. However, he worries its valuat...

U.S. Election's "Bellwethers" & Don't Buy Into Narratives

05 Nov 2024

Contributed by Lukas

It's election night, and Charles Schwab's Mike Townsend is looking at North Carolina, Michigan and Pennsylvania as the three key states to decide the ...

Melt-Up Scenario as FOMC Readies to Meet Wednesday

05 Nov 2024

Contributed by Lukas

Election Day saw lots of trading volume that managed to maintain a steady gain in the markets. Shane Skinner looks into the levels bulls want to see t...

GoDaddy CFO on Growing Momentum & Using Gen A.I.

05 Nov 2024

Contributed by Lukas

Mark McCaffrey, CFO of GoDaddy (GDDY), joins Oliver Renick to discuss the direction of the business after posting a third-quarter earnings beat. He sa...

The Case for Protection ETFs

05 Nov 2024

Contributed by Lukas

Matt Kaufman is seeing strong inflows into protection ETFs. He discusses the yield curve and the bond market and how their recent moves upset markets,...

CVS Bullish Case Ahead of Earnings

05 Nov 2024

Contributed by Lukas

Julie Utterback and Brian Tanquilut discuss CVS Health (CVS) before earnings Wednesday premarket. Julie is looking for a boost on CVS’s insurance bu...

Technical Tuesday: SPX, MSTR, COIN

05 Nov 2024

Contributed by Lukas

This Technical Tuesday, Kevin Horner takes a look at the S&P 500, which he says is trading between its 50-day moving average and 6,500 and could t...

NXPI Sets "Cautious Tone" of A.I.'s "Uncertain Picture"

05 Nov 2024

Contributed by Lukas

Uneven earnings and forecasts are why Kim Forrest isn't entirely buying the A.I. craze. Disappointing outlook from NXP Semiconductors (NXPI) proved as...

Trade For the Future, not For Politics

05 Nov 2024

Contributed by Lukas

Election focus should be on Congress, says Tony Drake, because they set tax policy and budgets. His strategy is “don’t trade based on your politic...

Analysts Stand Ground on PLTR Despite "Unrelenting A.I. Demand"

05 Nov 2024

Contributed by Lukas

Palantir (PLTR) became the clear winner in the S&P 500 after posting a big beat in earnings. A bull run sending its stock to a new all-time high d...

CELH "Down to Right Level," Time to Set Up Outlook Success

05 Nov 2024

Contributed by Lukas

Celsius (CELH) has fallen more than 40% since the start of the year. LikeFolio's Andy Swan puts the blame on competitors doing a "phenomenal job" keep...

Options Trades in AAPL and QCOM

05 Nov 2024

Contributed by Lukas

Ahead of Qualcomm (QCOM) earnings, Kevin Hincks provides an example options trade in the semiconductor stock. Plus, he looks at Apple (AAPL) after the...

Bullish Case for Wynn Resorts (WYNN)

05 Nov 2024

Contributed by Lukas

Wynn isn’t willing to “play the promotional game” and so lost market share this quarter, says Chad Benyon. In a few years, he notes, Wynn will h...

The Big 3: JPM, CEG, DJT

05 Nov 2024

Contributed by Lukas

It's Election Day, and Jessica Inskip looks at names that could move pending the outcome at the ballot boxes. She explains why she's bullish on JPMorg...

“Goldilocks” Economy Split Between Haves & Have-Nots

05 Nov 2024

Contributed by Lukas

William Lee thinks the Fed will not change its trajectory despite the current market volatility. He expects a 25-basis point cut this week. He says th...

Prepare for "Any Possible Outcome" in U.S. Election

05 Nov 2024

Contributed by Lukas

It's a coin flip election on the big day, according to Cameron Easley with Morning Consult. He breaks down polling data showing a tight race between V...

SMCI Earnings Preview & Auditor Concerns

05 Nov 2024

Contributed by Lukas

Brian Mulberry points to the questionable datakeeping practices plaguing Supermicro (SMCI) as a red flag ahead of earnings. "They need to get their ho...

NXPI Short-Circuits, WYNN Miss, Investors Bite QSR & Feed YUM

05 Nov 2024

Contributed by Lukas

NXP Semiconductors (NXPI) sold off after reporting soft guidance, as did Wynn Resorts (WYNN) for a miss on its top and bottom line. On the food front,...

U.S. Election Impact on GDP & China Trade, Central Banks Ready to Cut

05 Nov 2024

Contributed by Lukas

Charles Schwab's Jeffrey Kleintop says the markets are "pretty smart" with little change at the start of Election Day. One thing Jeffrey is certain ab...

"Still Bullish on Equities" Amid Fed Rate Cutting Cycle

05 Nov 2024

Contributed by Lukas

Luke Gromen says "inflation's coming back, and ultimately, the Fed's loosening into it because they have to." After the Fed's rate hike cycle in previ...

Bullish Case for Wynn Resorts (WYNN)

05 Nov 2024

Contributed by Lukas

Zach Warring makes the bullish case for Wynn Resorts (WYNN) after earnings. He expects more growth from Macau and internationally. He notes that Wynn ...

Stock Market This Week: AAPL, AMZN, MSFT Earnings Reports, SMCI's Stunning Sell-Off

01 Nov 2024

Contributed by Lukas

A turbulent week led by Mega Cap earnings closed down for all indices aside from the RUT. Mixed bag reports from the Mag 7 giants were partly responsi...

Bond Bears Steal Show From Stock Bulls into Election

01 Nov 2024

Contributed by Lukas

Bond bears stole the show from stock bulls through big-tech earnings, but hopefully next week's Main Event will be volatility-reducing and not -amplif...

Insurance Industry Trends Shown Through LMND & ROOT

01 Nov 2024

Contributed by Lukas

Today's Overlooked Stock focuses on Lemonade (LMND), an insurance company that utilizes A.I. George Tsilis says the company highlights a unique trend ...

Market Eyes Next Round of Earnings After Mag 7's Mixed Bag

01 Nov 2024

Contributed by Lukas

Charles Schwab's own Joe Mazzola says Amazon (AMZN) and Alphabet (GOOGL) were the only Mag 7 stocks to wow investors this week. With A.I. expectations...

Expecting Trading Flood After Election

01 Nov 2024

Contributed by Lukas

Phil Streible discusses the chaos of the markets this morning after the jobs report. He expects more de-risking coming into the election, and then a f...

Options Trades in MSFT and BA

01 Nov 2024

Contributed by Lukas

Following a week of Megacap Tech Earnings and a glimmer of hope in an ongoing strike, Kevin Hincks takes a look at example options trading strategies ...

Market De-Risking Ahead of Election Week

01 Nov 2024

Contributed by Lukas

Aggressive call-buying this morning faded heading into the weekend. Kevin Green points to the U.S. presidential election as a factor behind investors ...

UBER vs TSLA vs Waymo: Who Will Drive the Autonomous Future?

01 Nov 2024

Contributed by Lukas

Uber Technologies (UBER) sold off on Thursday after earnings, which Emil Michael calls "surprising." His reasoning for the reaction was Tesla's (TSLA)...

U.S. “Not the Best Economy, but Pretty Good”

01 Nov 2024

Contributed by Lukas

Guy Berger discusses this week’s labor data, saying there is a “very slow leaking” of air out of the balloon of the economy. He compares this ma...

Cybersecurity Stocks to Watch Amid Cyber Threats to U.S. Election

01 Nov 2024

Contributed by Lukas

Crowdstrike (CRWD), Palo Alto Networks (PANW), and Zscaler (ZS) are among the top cybersecurity companies Dr. Chris Pierson named for 2025. He says it...

Earnings Season Too Heavily Weighted Towards Magnificent 7

01 Nov 2024

Contributed by Lukas

Mike Horwath expects another 25-basis point rate cut by the Fed this month, but says the market believes the Fed is going to slow from here because of...

Commercial Real Estate Transactions Struggling

01 Nov 2024

Contributed by Lukas

Josh Katzin joins to talk about the commercial real estate market. He says long-term rates staying higher will stress valuations over time. He adds th...

AAPL Intelligence Success Needed to "Keep Stock from Crashing"

01 Nov 2024

Contributed by Lukas

David Trainer expects good news for Apple (AAPL) to already be priced into the stock. According to him, there's not much upside left for Apple to clim...

"Decimated" SMCI Faces Issues Beyond Accounting

01 Nov 2024

Contributed by Lukas

Supermicro's (SMCI) independent auditor backed out of assisting the company with its finances. It's the latest in a series of accounting concerns surr...

Ads Critical for PINS Post-COVID Recovery

01 Nov 2024

Contributed by Lukas

Daily active users rose 9% year-over-year for Pinterest (PINS). However, LikeFolio's Megan Brantley points to its advertising as the real winner for t...

AMZN Earnings Show Company "Doing Everything Right"

01 Nov 2024

Contributed by Lukas

Anthony Ferry says the shining example of Amazon's success comes from its advertising and AWS segments. Ali Mogharabi agrees, also noting margin expan...

What Jobs Report Means for Election & Fed Meeting

01 Nov 2024

Contributed by Lukas

Uncertainty ahead of the election is impacting business decisions, including hiring, says Mark Hamrick. However, he emphasizes that one bad jobs repor...

The Big 3: AVGO, LULU, CLSK

01 Nov 2024

Contributed by Lukas

Charles Moon with Prosper Trading Academy sees potential in all of today's Big 3. The question lies in whether investors should make a short-term or l...

CBIZ (CBZ) CEO on Marcum Acquisition, Consulting Business

01 Nov 2024

Contributed by Lukas

CBIZ (CBZ) CEO Jerry Grisko joins Trading 360 to discuss the company’s recent earnings and acquisition of Marcum. He breaks down the company’s rev...

Market Impact of Potential BA Credit Downgrade

01 Nov 2024

Contributed by Lukas

As Boeing (BA) offers yet another deal to its striking machinist union, the company is also fighting to avoid a credit downgrade. When it comes to the...

Election Trade Baked Into Markets?

01 Nov 2024

Contributed by Lukas

Sam Stovall walks through the latest jobs report and what to expect ahead of the U.S. election. He says the market may have baked in a victory for Tru...

INTC Rebounds, BA Offers Union New Deal, Beat Fuels CVX & XOM

01 Nov 2024

Contributed by Lukas

Diane King Hall says Intel (INTC) "threw everything and got all the bad out" in its latest earnings report, boosting investor confidence. Boeing (BA) ...

Buying Opportunity for AAPL, AMZN to Dominate End of 2024

01 Nov 2024

Contributed by Lukas

Ivan Feinseth is bullish on Apple (AAPL) despite some disappointment in its latest earnings report. He believes the A.I. "power theme" coupled with ma...

Jobs Report, ISM Manufacturing Will Decide Tide of Trading Day

01 Nov 2024

Contributed by Lukas

Markets are seeing a bit of a rebound after yesterday's sell-off. Whether it will hold depends on how serious investors take the October jobs report. ...

Boeing (BA) Strike Could Have Deep Economic Impact

01 Nov 2024

Contributed by Lukas

After a less-than-stellar jobs report, Jason Greer says the economy is still relatively strong, pointing to impacts from hurricanes and labor strikes....

October Jobs Report Well Below Estimates

01 Nov 2024

Contributed by Lukas

Jenny Horne and Diane King Hall provide instant reaction to a sharp drop in monthly job creation. The U.S. non-farm payrolls added 12,000 in October, ...

AAPL Earnings Show Early Signs of iPhone Supercycle

01 Nov 2024

Contributed by Lukas

Oppenheimer's Martin Yang points to Apple's (AAPL) iPhone sales topping $46 billion and growing sales in China as signs of the company's tech dominanc...

Stock Market Morning Minute: AAPL, AMZN, INTC

01 Nov 2024

Contributed by Lukas

Apple (AAPL) falls after its latest earnings report, Amazon (AMZN) sees AWS revenue jump 19%, and Intel (INTC) is higher despite a $16.6B loss for the...

Big-Tech And Bond Selloff is Unwelcome Bearish Combo

31 Oct 2024

Contributed by Lukas

Stocks lose the green light as upward momentum is broken and bonds manage to sell off throughout some steep declines in big-tech leaders. It's an unwe...

Stock Market Today: AAPL Down & AMZN Up After Hours, UBER Crashes

31 Oct 2024

Contributed by Lukas

It was a sell-off day in the markets, brought by investor disappointment from Meta Platforms (META) and Microsoft (MSFT) earnings. Apple (AAPL) also d...

Apple (AAPL) Slides Despite Record 4Q Revenue

31 Oct 2024

Contributed by Lukas

Apple (AAPL) 4Q earnings come in above expectations, but the initial investor reaction is to the downside. Ben Bajarin provides context to the iPhone ...

EARNINGS ALERT: AAPL

31 Oct 2024

Contributed by Lukas

Following a revenue-record in its September quarter, Apple (AAPL) shares...ticked down. George Tsilis and Alex Coffey sift through the iPhone maker's ...

EARNINGS ALERT, AMZN, INTC, TEAM

31 Oct 2024

Contributed by Lukas

Amazon (AMZN) beats earnings and guides for over $181B in 4Q revenue. That number caught the attention of the earnings panel, Diane King Hall and Kevi...

Apple in “Tricky Point” of Growth Curve

31 Oct 2024

Contributed by Lukas

“We’re not really optimistic on Apple right now,” says Robert Cantwell. In order to justify the stock’s valuation, he says their services reve...

Spotlight Shines on Industrials, Utilities Powering A.I. Boom

31 Oct 2024

Contributed by Lukas

Brandon Rakszawski with VanEck calls the latest dynamics in nuclear energy "really fascinating." Many industrials and utilities are taking charge to m...

A.I. Investments in Social Media: META vs SNAP

31 Oct 2024

Contributed by Lukas

Meta Platforms (META) will double down in A.I. off promises to spend more on the technology. Logan Gilland believes the company is due for a pullback ...

"A Lot on the Table" for Investors Ahead of Election

31 Oct 2024

Contributed by Lukas

Nathan Peterson doesn't see a major pullback happening before the presidential election, adding, "why not take some exposure off?" He discusses the wa...

Municipal Bonds Going Strong

31 Oct 2024

Contributed by Lukas

Municipal bonds are still seeing strong supply, says Dan Close, with more infrastructure projects getting financing as inflation comes down. However, ...

SPX Pullback in Sight After Aggressive Sell Off

31 Oct 2024

Contributed by Lukas

"Pretty heavy" sell-off weight on the S&P 500 (SPX) broke an upward trend the index has seen for weeks. Kevin Green breaks down the price action t...

Valuation Can’t Time Markets

31 Oct 2024

Contributed by Lukas

“Valuation is not a very good market timing tool,” Hank Smith says, because the market can stay overbought or oversold for a long time. He notes t...

Hold Gold Physically, Not on Paper

31 Oct 2024

Contributed by Lukas

Falling rates are good for gold, says Alan Hibbard, who expects strength to continue. He talks about how to get involved in the gold trade. He prefers...

Intel (INTC) Expectations Low Ahead of Earnings Report

31 Oct 2024

Contributed by Lukas

Intel (INTC) reports earnings after the bell; Matt Maley joins to break down expectations. “On the positive side, expectations are so low,” he lau...

Buying the Dip in a Risk-On Market

31 Oct 2024

Contributed by Lukas

“Investors should be buying this dip,” says Darius Dale, citing a dovish Fed, global market strength, and particularly U.S. strength. He says the ...

LMND Rally Shows Pricing Power of Insurance Industry

31 Oct 2024

Contributed by Lukas

Lemonade (LMND) rallied to a 52-week high after reporting narrower losses than expected and free cash flow growth. The company utilizes A.I., but Geor...

UBER "Exactly the Type of Company We Want to Bet On"

31 Oct 2024

Contributed by Lukas

LikeFolio's Andy Swan says Wall Street got the reaction wrong to Uber Technologies' (UBER) earnings. He points to factors that he believes keeps Uber ...

360 Round: MGM Resorts (MGM)

31 Oct 2024

Contributed by Lukas

MGM is down after an earnings miss. Zach Warring prefers Wynn Resorts (WYNN) to MGM Resorts (MGM) and thinks Las Vegas Sands (LVS) is overvalued right...

Market Coming Down with the Flu?

31 Oct 2024

Contributed by Lukas

“The market isn’t as healthy as everyone thinks,” says Jonathan D. Corpina, “we probably shouldn’t be trading at these levels.” He notes t...

Options Trades in TSLA and RIVN

31 Oct 2024

Contributed by Lukas

As Tesla's (TSLA) up-and-down October month comes to a close, Kevin Hincks looks back on a month that saw the EV maker hit 52-week highs and unveil it...

The Big 3: IRM, NFLX, RTX

31 Oct 2024

Contributed by Lukas

Aquiles Larrea is a fan of today's Big 3, it just comes to down to when investors should jump onto the stocks. He joins Rick Ducat in breaking down th...

Earnings Pressure for AMZN, AAPL & AMD's Race Against NVDA

31 Oct 2024

Contributed by Lukas

With Amazon's (AMZN) earnings, Daniel Newman expects to see strong cloud revenue growth after Microsoft (MSFT) and Meta Platforms (META) flexed A.I. s...

Informatica (INFA) CEO on Earnings Beat, Growth Strategy

31 Oct 2024

Contributed by Lukas

Amit Walia, CEO of Informatica (INFA), joins to discuss the latest earnings beat. He explains that Informatica runs an A.I.-powered platform that mana...

MSFT, GOOGL "Overpenalized" & LLY, CMG "Overvalued"

31 Oct 2024

Contributed by Lukas

According to Dave Sekera with Morningstar, the markets are reacting too harshly to Meta Platforms (META) and Microsoft's (MSFT) earnings. He says both...

Advertising and AWS Key in AMZN Earnings

31 Oct 2024

Contributed by Lukas

Wedbush's Scott Devitt says he's "constructive going into the print" for Amazon (AMZN). He points to A.I. usage by Microsoft (MSFT) and Meta Platforms...

Intense Selling Pressure Ignites After Big Tech Disappoints

31 Oct 2024

Contributed by Lukas

Microsoft (MSFT) and Meta Platforms (META) didn't meet investor expectations. Kevin Green points to the two stocks as catalysts for the S&P 500's ...

UBER Drops Off, DASH Posts First Profit, SBUX's Pending Changes

31 Oct 2024

Contributed by Lukas

Uber Technologies (UBER) reported an earnings beat but investors have an issue with its bookings outlook. A rising competitor in Doordash (DASH) poste...