Schwab Network
Episodes
LULU Sells Off After Earnings: A Lululemon Problem or Athleisure Problem?
06 Jun 2025
Contributed by Lukas
David Swartz takes a deep dive into Lululemon (LULU) after the company sold off close to 20% after posting in-line earnings. David points out the comp...
DOCU Post-Earnings Slide, MCD Downgrade, URBN Upgrade
06 Jun 2025
Contributed by Lukas
Docusign (DOCU) did not participate in Friday morning's market rally after it posted lower full-year billings in its earnings. Loop Capital bit in...
6,000 SPX in Focus, RUT Gauging Risk-On Sentiment & TSLA Technicals
06 Jun 2025
Contributed by Lukas
6,000 is the number to watch. The SPX tapped the level soon after the open, though Kevin Green sees it serving as a strong resistance for the index. H...
Sohn: Jobs Report Masks Slower Economic Rebound
06 Jun 2025
Contributed by Lukas
Despite a better-than-expected jobs report, Evan Sohn is sounding the alarm bell, pointing out a significant revision of 95k fewer jobs added in March...
AVGO Lower on Lofty Earnings Expectations, Tariffs Hammer LULU
06 Jun 2025
Contributed by Lukas
Broadcom (AVGO) traded lower to start Friday's session after it posted a slight earnings beat Thursday evening. The price action may stem from lof...
Stronger Than Expected Jobs Report, Musk's Trump Tantrum Costs TSLA $152B
06 Jun 2025
Contributed by Lukas
Kevin Hincks analyzes the latest jobs report that showed stronger-than-expected nonfarm payrolls, showing 139,000 jobs added. However, there could be ...
Options Corner: TSLA Amid Trump/Musk Feud
06 Jun 2025
Contributed by Lukas
Tom White looks at the significant drop in Tesla (TSLA) shares for Thursday's session, shedding more than 14%. While shares are rebounding ahead o...
TSLA Tumble on Musk-Trump Spat, AVGO Earnings Reaction
06 Jun 2025
Contributed by Lukas
Equity futures are trying to shake off a turbulent Thursday session, thanks in part to a high-profile social media spat between Elon Musk and Presiden...
May Jobs Tops Estimates, Why the Fed Might Not Cut Until September
06 Jun 2025
Contributed by Lukas
BeiChen Lin joins Diane King Hall at the NYSE to dive into the latest monthly U.S. jobs report. He gets into a sector-specific breakdown pointing to a...
LULU Outlook Amid Tariff Pressures
06 Jun 2025
Contributed by Lukas
Bob Lang looks at Lululemon (LULU) as shares plummet after earnings. He dives into the company's guidance and notes their cautionary stance due to...
Chart of the Day: CRWD
06 Jun 2025
Contributed by Lukas
Rachel Dashiell swings by Morning Movers with a technical perspective on CrowdStrike (CRWD). On a short-term chart, she points to support around $450 ...
Stock Market Morning Minute: TSLA, LULU, AVGO
06 Jun 2025
Contributed by Lukas
Shares of Tesla (TSLA) rebound after Thursday's dramatic sell-off. Lululemon (LULU) is down following its latest earnings report. And, despite an ...
"Most Hated Raging Bull Market:" the Case for Dip Buyers Despite Recent Rally
05 Jun 2025
Contributed by Lukas
It's a "goldilocks market" that many missed, says Eddie Ghabour, which he believes led to pessimism against positive price action. He ar...
MU Potential to Seize A.I. Market Share, Options Trade Into Earnings
05 Jun 2025
Contributed by Lukas
Options Play's Tony Zhang is a bull when it comes to Micron (MU). He sees tremendous room for the A.I. chipmaker to run despite its choppy price actio...
Stock Market Today: TSLA Plunges, AVGO Earnings, BF/B Sinks & V All-Time High
05 Jun 2025
Contributed by Lukas
It was a volatile day on Wall Street with all four indices ultimately closing down. Tesla (TSLA) was the culprit behind much of the selling action aft...
Crude Oil Bears Down: S&P 500 Faces Contention at 6000 Level
05 Jun 2025
Contributed by Lukas
Carly Garner expects crude oil (/CL) to continue its downward trend due to a strong U.S. dollar and OPEC's recent decision to increase production....
Crude Oil Bears Down: S&P 500 Faces Contention at 6000 Level
05 Jun 2025
Contributed by Lukas
Carly Garner expects crude oil (/CL) to continue its downward trend due to a strong U.S. dollar and OPEC's recent decision to increase production....
'Bad News is Good News:' Weak Jobs Print May Signal Rate Cuts
05 Jun 2025
Contributed by Lukas
Friday's jobs print is expected to move markets into the opening bell. Charles Schwab's Nathan Peterson believes "bad news is good news&q...
EARNINGS ALERT: AVGO
05 Jun 2025
Contributed by Lukas
Broadcom (AVGO) is often referred to as Nvidia's (NVDA) main competitor in the A.I. space. The company rallied big off its April lows but couldn&#...
Will Nasdaq-100 Names Continue to Lead Market?
05 Jun 2025
Contributed by Lukas
Kevin Davitt assesses the recent market comeback. Casting back two decades, he recalls how different “the constituency” looked as far as company p...
TSLA Plunge Pins Pressure on SPX, VIX Seasonality Signals to Watch
05 Jun 2025
Contributed by Lukas
Tesla's (TSLA) massive slide to the downside pulled the SPX down with it. However, as Kevin Green points out, a bounce off the lows kept the worst...
Why Needham Downgraded Apple (AAPL): ‘Stock Doesn’t Work’ Without iPhone Cycle
05 Jun 2025
Contributed by Lukas
Laura Martin from Needham explains why she downgraded Apple (AAPL) to Hold from Buy. “There’s real risks to their earnings,” she emphasizes, wit...
‘Greed is Winning’ in Markets Amid Tariff Uncertainty
05 Jun 2025
Contributed by Lukas
Ryan Dykmans says the number of companies putting plans on hold over tariffs rather than seeing companies adapt and adjust is concerning. In the marke...
Dickens: VMware Acquisition, A.I. Growth Puts AVGO in "Mag 8"
05 Jun 2025
Contributed by Lukas
Steven Dickens sees Broadcom (AVGO) as a "more balanced business" with an expanding A.I. runway. He points to its VMware acquisition and gro...
Circle (CRCL) CFO on IPO, Crypto & "Marriage" of Internet and Finance
05 Jun 2025
Contributed by Lukas
Jeremy Fox-Geen, CFO for Circle (CRCL), calls the company a "marriage between the internet and the financial services landscape." He joins D...
APLD Doubles in One Week, CRWV "Parabolic" Move Halts
05 Jun 2025
Contributed by Lukas
Applied Digital (APLD) became a massive winner after inking a 15-year deal with Coreweave (CRWV). Meanwhile, the company backed by Nvidia (NVDA) pulle...
‘Saturation’ in Athleisure Market: LULU Earnings Preview
05 Jun 2025
Contributed by Lukas
Amanda Lai has “cautious optimism” ahead of Lululemon (LULU) earnings after the close. She calls it a “historically strong performer” that wil...
AVGO "Brings the Network" to A.I., NVDA "Steals the Limelight"
05 Jun 2025
Contributed by Lukas
Broadcom (AVGO) established itself as a strong competitor in the A.I. space, rallying to new all-time highs ahead of earnings after hours. Sam Vadas t...
Ca$htag$: Lululemon (LULU) Bar Too High?
05 Jun 2025
Contributed by Lukas
Lululemon (LULU) reports earnings after the bell, and Likefolio’s Megan Brantley walks through consumer sentiment data ahead of the results. “The ...
McDonald: Jensen Huang’s AI Pitch ‘Baloney’ Without Energy
05 Jun 2025
Contributed by Lukas
“There’s a beast in the market,” says Larry McDonald, that “wants more meat.” He notes that after hitting the debt ceiling in January, we’...
Lululemon (LULU) ‘Moving in the Right Direction’ Ahead of Earnings
05 Jun 2025
Contributed by Lukas
Charlie O’Shea and Stephanie Cegielski preview Lululemon (LUU) earnings. Charlie thinks they’re “moving in the right direction and attracting a ...
The Big 3: UBER, RDDT, CPA
05 Jun 2025
Contributed by Lukas
Jason Brown, author of Five Year Millionaire, turns to tech and transport on today's Big 3. He's impressed with strength behind Uber Technolog...
"Moving Toward Certainty" Despite Clash in A.I. Catalysts & Debt Overhang
05 Jun 2025
Contributed by Lukas
"We're moving toward certainty... and that's what the market needs," says Mike Smith. However, "one competition we're winni...
Dressing LULU Earnings: China Resiliency and Innovation in Focus
05 Jun 2025
Contributed by Lukas
Lululemon (LULU) reports earnings after the close today, and Sam Vadas expects China to be a key focus for investors. She sees expectations being "tem...
Inside Out: AVGO Upside Potential in Semiconductor Business
05 Jun 2025
Contributed by Lukas
Angelo Zino says Broadcom (AVGO) historically gives conservative guidance and expects the company to exceed its earnings. However, he believes there i...
Significance of Trump/Xi Call, ECB Rate Cut, Metals Market Movers
05 Jun 2025
Contributed by Lukas
Kevin Green chimes in on several factors taking center stage, including metals moving higher, the ECB signaling a potential end to its cutting cycle, ...
Trump/Xi Phone Call Rally & an "Eye Catcher" from International Trade Balance
05 Jun 2025
Contributed by Lukas
Kevin Hincks points to this morning's International Trade in Goods as a surprise, saying it could be an indicator of improving conditions. He brea...
FIVE Rallies, PVH Slashes Outlook
05 Jun 2025
Contributed by Lukas
Five Below (FIVE) shares rise after the discount retailer reported an earnings beat. FIVE raised its FY25 EPS and revenue guidance as it believes cons...
Options Corner: AVGO Ahead of Earnings
05 Jun 2025
Contributed by Lukas
Broadcom (AVGO) earnings are due to report after Thursday's close. Ahead of the latest quarterly figures, Tom White takes a look at the stock pric...
Former Sen. Phil Gramm on Tariffs, "Big Beautiful Bill" & the American Economy
05 Jun 2025
Contributed by Lukas
From 1985-2002 under both Republican and Democratic administrations, Phil Gramm served in the U.S. Senate representing the state of Texas. He joined D...
AVGO Beat and Raise? Plus, Demmert's Stock Picks: ISRG, BYDDY
05 Jun 2025
Contributed by Lukas
James Demmert drops by the NYSE set with a couple of stocks to watch: Intuitive Surgical (ISRG) and BYD (BYDDY). He says both are plays that avoid a p...
Chart of the Day: FIVE
05 Jun 2025
Contributed by Lukas
Five Below (FIVE) is on the move after earnings. Ben Watson looks at resistance around $125 in the short-term breakout after its report. But, on a lon...
Markets on Hold, Jobs Report Looms & MDB Soars
05 Jun 2025
Contributed by Lukas
Kevin Green says markets are in a holding pattern ahead of Friday's May jobs report, but adds that weak ADP numbers and slowing economic data coul...
Stock Market Morning Minute: TSLA, V, MDB
05 Jun 2025
Contributed by Lukas
Tesla (TSLA) shares are in focus as tensions rise in Elon Musk's relationship with the White House. Visa (V) charges ahead after an upgrade from M...
2025 World Wealth Report: U.S. Adds over 500K Millionaires
04 Jun 2025
Contributed by Lukas
Gareth Wilson breaks down the 2025 World Wealth Report. U.S. millionaires grew by 562K, reaching 7.9 million. Looking to the markets, he notes that hi...
TSLA "Rushed" Robotaxi, 2Q Earnings & Sales "May Not be Much Better" Than 1Q
04 Jun 2025
Contributed by Lukas
Tesla (TSLA) bulls are preparing for the Mag 7 company's expected robotaxi launch later this month, though CFRA's Garrett Nelson urges caution. He say...
Stock Market Today: CRWD & DLTR Post-Earnings Sell-Off, New AMZN A.I. Investment
04 Jun 2025
Contributed by Lukas
Stocks closed the session mixed after seeing two straight days of gains across the board. CrowdStrike (CRWD) and Dollar Tree (DLTR) created a lot of d...
C3 AI (AI) CEO on U.S. Air Force Partnership, Role in Shaping Aerospace
04 Jun 2025
Contributed by Lukas
Tom Siebel, CEO of C3 AI (AI), calls his company's $100 million task order with the U.S. Air Force "one of the largest on Earth" in the ...
Overlooked Stock: GWRE Taps New All-Time High
04 Jun 2025
Contributed by Lukas
Guidewire (GWRE) soared 16% to a new all-time high after the cloud service and insurance company posted better-than-expected earnings. George Tsilis g...
Tariff Inflationary Risk in U.S. & Abroad, ECB Expected to Cut Interest Rates
04 Jun 2025
Contributed by Lukas
While U.S. markets appear to shake off tariff headlines the longer they last, Charles Schwab's Michelle Gibley says the impact continues on the in...
Reasons for the ‘Dismal’ Drop in Spring Home Selling Season
04 Jun 2025
Contributed by Lukas
The spring home selling season has disappointed. Brad Hunter covers builders losing confidence, falling prices, and the “dismal” drop in buyers. T...
Low Volume & Compressed SPX, CRWV Continuous Squeeze
04 Jun 2025
Contributed by Lukas
The SPX continues to waver in range-bound action, which Kevin Green says "makes sense" when you look at the technicals. He talks about headw...
Will AI Integration Boost CrowdStrike (CRWD)?
04 Jun 2025
Contributed by Lukas
Joseph Bonner looks at CrowdStrike (CRWD) earnings as the stock sells off. He thinks their earnings story has a “disconnect,” but is maintaining a...
Stovall’s ‘Power Rating’ Picks: PSTG, MSCI, SCCO
04 Jun 2025
Contributed by Lukas
“June is a pretty boring month” historically for markets, Sam Stovall says. On tariffs, he thinks Trump wants to keep the increased 50% steel tari...
How ‘Nepo Homeowners’ are Changing the Housing Market
04 Jun 2025
Contributed by Lukas
Frances Katzen describes the phenomenon of “Nepo Homeowners” and the turbulence they’re adding to the housing market. The trend encompasses firs...
TSLA Sales Slide 15% Y/Y in China, Continues Global Decline
04 Jun 2025
Contributed by Lukas
Global vehicle deliveries continue to drag on Tesla's (TSLA) top line. The China Passenger Car Association reports that sales fell 15% since last ...
MDB Tees Up "Show Me" Quarter as A.I. "Exuberance" Returns
04 Jun 2025
Contributed by Lukas
Matt Tuttle sees MongoDB (MDB) filling a gap to the upside. Even with ballooning valuations, Matt believes the software company will win investors ove...
Noble: U.S. Will Lose ‘Capital War’, Watch Bond Market
04 Jun 2025
Contributed by Lukas
“I’ve got indigestion from the market.” George Noble counsels caution, saying the market is bad at pricing uncertainty. He focuses on U.S. dolla...
Nelson: Markets are Hinging on AI Trade
04 Jun 2025
Contributed by Lukas
David Nelson reacts to Jamie Dimon’s remarks around the dollar, agreeing that “we could lose” our place as the world’s reserve currency. “As...
Ca$htag$: Five Below (FIVE) ‘Executing Extraordinarily Well’
04 Jun 2025
Contributed by Lukas
Likefolio’s Andy Swan previews Five Below (FIVE) earnings, which are after the bell. “They have a really nimble business model,” he says, and th...
DLTR Tariff Weakness 'Excuse,' Stock Price 'On Sale'
04 Jun 2025
Contributed by Lukas
Dollar Tree (DLTR) sold off despite posting a double beat in earnings. Chris McMahon thinks the current stock price is a "sale" and sees sig...
The Big 3: BA, VIX, SLV
04 Jun 2025
Contributed by Lukas
Stocks, ETFs and volatility are all in focus for TheoTrade's Don Kaufman. He leans bearish on Boeing (BA) after the plane maker saw a substantial ...
Lekas: Fed Won’t Cut This Year, Impact of ‘Low Dollar’ Policy
04 Jun 2025
Contributed by Lukas
John Lekas does not expect the Fed to cut this year, driven by wage inflation due to low unemployment. He thinks yields will continue to rise, with th...
S&P 500 Near 6000: Navigating Market Uncertainty
04 Jun 2025
Contributed by Lukas
The S&P 500 is near 6000, but Arnim Holzer says: don't get too comfortable. He believes there's still a lot of uncertainty in the markets,...
FIVE Earnings: Can Discount Store Beat Tariffs as DLTR Sells Off?
04 Jun 2025
Contributed by Lukas
Five Below (FIVE) reports earnings after the close, and tariffs remain the biggest question for the discount store's outlook. Marley Kayden takes ...
Market Volatility to Persist: Skepticism on A.I., Opportunities in CRWD & EQIX
04 Jun 2025
Contributed by Lukas
Peter Andersen believes the market's recent volatility is here to stay, driven by trade tariffs and the A.I. revolution. He is skeptical about the...
CRWD Holds 'Substantial Lead' in Cybersecurity, Still 'Gauging Their Own Growth'
04 Jun 2025
Contributed by Lukas
Cybersecurity companies are "insurance policies of the present day," says Nathaniel Bradley. He's a fan of CrowdStrike (CRWD) despite th...
TSLA China Deliveries Down 8th Month, HPE A.I. Positivity, DLTR Sells Off
04 Jun 2025
Contributed by Lukas
Diane King Hall takes investors through the earnings front. On HP Enterprise (HPE), she notes the company's rally brought by its beat and optimism...
SPX Road to 6,000, 50-Day v. 200-Day SMA & Sector Rally Potentials
04 Jun 2025
Contributed by Lukas
The SPX continues to push toward 6,000, which Kevin Green believes is paramount for bulls to breakthrough. If it's broken, he's looking at 6,0...
CRWD Mixed Earnings Reinforce Cybersecurity Strengths, AAPL Downgrade
04 Jun 2025
Contributed by Lukas
CrowdStrike (CRWD) sold off after posting mixed earnings, leading to some firms downgrading the stock while others raised price targets. Jenny Horne m...
China, U.S. Trade Deal Stalling & ADP Private Payrolls Underperform
04 Jun 2025
Contributed by Lukas
An early morning Truth Social post from President Trump signaled that trade talks with China will face continued headwinds. Kevin Hincks reports from ...
Options Corner: SNOW Shares Surge
04 Jun 2025
Contributed by Lukas
Snowflake (SNOW) shares are on the move higher after an analyst upgrade. UBS lifted the stock to a Buy and raised its price target to $265 from $210. ...
The Legal Battle for Tariffs & Why Strategic Tariffs are Next
04 Jun 2025
Contributed by Lukas
Thierry Wizman discusses the back and forth headlines emanating from the White House's tariff policy. Finding clarity on specific products is some...
Stocks New Normal As Steel Tariffs Take Hold, CRWD Post-Earnings Plummet
04 Jun 2025
Contributed by Lukas
Kevin Green examines the state of global trade as equity futures hover around the unchanged line. President Trump's 50% hike on steel imports is j...
What's Next for DLTR, DG & Discount Retailers
04 Jun 2025
Contributed by Lukas
Dollar Tree (DLTR) has $1B in cash, something that Ed Butowsky says will keep the stock in a "growth mode" as it eyes expansion into old CVS...
Chart of the Day: AAPL 'Lag 7' Stock
04 Jun 2025
Contributed by Lukas
Apple (AAPL) catches a rare downgrade as the analyst at Needham lowers its rating to Hold from Buy. Rachel Dashiell eyes the chart and says the stock ...
Stock Market Morning Minute: CRWD, HPE, WFC
04 Jun 2025
Contributed by Lukas
CrowdStrike (CRWD) shares are down after its latest guidance disappoints. HP Enterprise (HPE) rallies after its latest earnings report. And, Wells Far...
Applied Digital (APLD) CEO on CRWV Deal, Accelerating A.I. Adoption
04 Jun 2025
Contributed by Lukas
Wes Cummins, CEO of Applied Digital (APLD), gives more insight into the deal his company and Coreweave (CRWV) recently signed. The company is building...
Tariffs "Reinforce" U.S. Steelmakers at Risk of Higher Prices, Aluminum a Different Story
03 Jun 2025
Contributed by Lukas
Donald Marleau says President Trump's increased tariffs on steel and aluminum will give more power to U.S. steelmakers but notes they will likely ...
Charting the Chip Trade: TSM, AVGO & ASML
03 Jun 2025
Contributed by Lukas
Nvidia's (NVDA) earnings captured the attention of the markets last week, but there are other chip stocks capturing analyst attention today. Jenny...
Dip-Buying Slows & 'No Hire, No Fire Economy' Raise Warning Flags
03 Jun 2025
Contributed by Lukas
Charles Schwab's Joe Mazzola notes today's market action as a positive for investors but shares caution on its longevity. He sees dip-buyers s...
Stock Market Today: CRWD Plunges, META & CEG A.I. Deal, DG Soars
03 Jun 2025
Contributed by Lukas
Markets repeated Monday's price action by starting the day lower before closing the session higher. CrowdStrike (CRWD) did not join other equities...
Auto Industry Faces Tariff Uncertainty & E.V. Adoption Challenges
03 Jun 2025
Contributed by Lukas
Tariffs and E.V. adoption are two major headwinds facing the auto industry. Karl Brauer discusses the impact of tariff uncertainty on car sales and in...
EARNINGS ALERT: CRWD
03 Jun 2025
Contributed by Lukas
CrowdStrike (CRWD) sold off after a top and bottom line earnings miss. Current quarter guidance also slipped below Wall Street's estimates, despit...
Bitcoin Bull Sees Asset as Digital Gold in a Volatile Market
03 Jun 2025
Contributed by Lukas
Ben Werkman shares his insights on Bitcoin's (/BTC) run and performance. He also discusses the rise of new players in the space. Werkman sees Bitc...
META & CEG Deal Shows "We Need" More Energy for A.I.
03 Jun 2025
Contributed by Lukas
"We've got to get more nuclear going," argues LikeFolio's Landon Swan. With tech outgrowing efficiency, he sees Constellation Energy...
Defensive Shift: Tech Caution and Value Opportunities as SPX Soars
03 Jun 2025
Contributed by Lukas
With the S&P 500 (SPX) near all-time highs Brian Huckstep urges investors to take a defensive stance, citing concerns over valuations, tariffs, an...
SPX Jumps Off Lows, Tech/Utilities Ratio Shows More Upside
03 Jun 2025
Contributed by Lukas
Markets faced pressure in the middle of the trading session, though stocks managed to jump off the morning lows and close higher on the day. Kevin Gre...
Tax Targets: DKNG, FanDuel Face New Margin Pressure
03 Jun 2025
Contributed by Lukas
Illinois' new "sin tax" on sports betting may be a short-term pain for companies like DraftKings (DKNG) and FanDuel, but Morningstar's Dan Wasiolek sa...
Job Openings Surge, But Labor Market Remains Uncertain
03 Jun 2025
Contributed by Lukas
The April JOLTS data shows a mixed bag for the labor market, with more job openings than expected, but also a decline in quits and an uptick in layoff...
Nuclear Stocks "Overpriced:" Bearish Perspective on CEG, VST & Peers
03 Jun 2025
Contributed by Lukas
The amount of energy Meta Platforms (META) will buy from Constellation Energy (CEG) in its new deal can power a million homes, says Travis Miller. Whi...
SPX Aims for 6000, Technical Trends in ALAB and NBIS
03 Jun 2025
Contributed by Lukas
Kevin Horner says the S&P 500's (SPX) push towards 6000 is a "nice setup" for a potential higher close. He notes that the index has ...
Armo: Not in "Typical Bull Market," NFLX Remains "Great Buy"
03 Jun 2025
Contributed by Lukas
Melissa Armo expects a "wild" June in the markets. She shares hesitation on going long in the current environment, pointing to a lack of liq...
CRWD Earnings "All About Guidance," Cybersecurity Sector "Overstretched"
03 Jun 2025
Contributed by Lukas
Ivana Delevska expects a slight beat in Crowdstrike's (CRWD) earnings, but she sees guidance as the most important metric. She argues that lots of...
DG Soars: Discount Retail Thrives Amid Strong Consumer Spending
03 Jun 2025
Contributed by Lukas
Dollar General (DG) shares surged more than 10% after beating earnings estimates, fueled by a strong consumer and solid job market. Jan Rogers Kniffen...
Tech Strength and Fiscal Risks: A.I. Boosts Economy, Tariffs Ease, Fed on Hold
03 Jun 2025
Contributed by Lukas
David Finkelstein says the greatest strength in the economy is in the technology sector, driven by A.I. innovation and productivity enhancements. Howe...
The Big 3: NVDA, KMI, VZ
03 Jun 2025
Contributed by Lukas
Nvidia's (NVDA) earnings showed conviction for broader A.I. adoption, according to Jessica Inskip. One headwind she's watching: China, and how...
‘Cracks’ in the Labor Market as Tariffs Drag On
03 Jun 2025
Contributed by Lukas
“Cracks are starting to reveal themselves” as the trade war drags on, warns Mitchell Barnes. He looks at the latest JOLTS report, which he calls “...
Global Outages to All-Time High: CRWD Seeks Continued Outperformance
03 Jun 2025
Contributed by Lukas
Crowdstrike (CRWD) more than doubled its stock price since hitting a 52-week low last July. The company hit those lows following software outages acro...
DG "Underperformer" Despite Earnings Rally, DLTR Risks Before Earnings
03 Jun 2025
Contributed by Lukas
Dollar General (DG) investors were happy to see a double-digit rally in shares after earnings. Arun Sundaram doesn't see those gains lasting. He p...