Schwab Network
Episodes
Trump Threatens Tariffs on AAPL, Says 50% Tariff Coming for E.U.
23 May 2025
Contributed by Lukas
Kevin Green kicks off Morning Movers with immediate reaction to President Trump's latest bout of tariff tirades. On Truth Social, Trump recommende...
Stock Market Morning Minute: AAPL, DECK, INTU
23 May 2025
Contributed by Lukas
Apple (AAPL) shares slumped premarket after President Trump said the company would need to pay a 25% tariff on iPhones, Deckers Outdoor (DECK) plummet...
Chart of the Day: WM Breakout
23 May 2025
Contributed by Lukas
Charles Schwab's Rachel Dashiell is taking out the trash! She examines the technical makeup of Waste Management (WM) as shares form a triangle for...
SPY Options Trade on Markets "Mispricing of the Downside"
22 May 2025
Contributed by Lukas
Tony Zhang of OptionsPlay sees a “mispricing of the downside” for markets, and offers an example options trade on the S&P 500 ETF (SPY). He is...
Stock Market Today: Solar Sells Off, SNOW Rallies, WDAY Slides
22 May 2025
Contributed by Lukas
The VIX was lower by the end of the trading day but indices closed mixed after stumbling from session highs. Solar stocks like First Solar (FSLR), Enp...
AGI: Bull Run in Gold and Mining Differentiation
22 May 2025
Contributed by Lukas
Alamos Gold (AGI) CEO John McCluskey joins to discuss the company's growth trajectory and its positioning in the gold market. McCluskey says Alamos ha...
"It's Happening:" Bitcoin's Practicality & Resiliency in All-Time High Rally
22 May 2025
Contributed by Lukas
Austin King notes uncertainty around the crypto space following President Trump's inauguration, but now is bullish on crypto's future. He urge...
One, Big, Beautiful Bill: What the Tax Bill Means for Debt & Yields
22 May 2025
Contributed by Lukas
The U.S. House passed what the GOP has called "one, big, beautiful bill" that aims to cut taxes and raise the debt ceiling. Charles Schwab&#...
NDX Investment Trend Reversal and What it Means
22 May 2025
Contributed by Lukas
“Generally, retail participation in a product like [the NDX]…tends to fall in March, or early April,” says Kevin Davitt of Nasdaq. However, this...
"Yields Story" Drives Markets, Bulls Need More Volume Conviction
22 May 2025
Contributed by Lukas
Kevin Green believes markets will continue to be driven by yields until bulls charge forward with significant volume. Trading action in the SPX didn&#...
AT&T on Acquiring Lumen’s Fiber Business for $5.75 Billion
22 May 2025
Contributed by Lukas
Brett Feldman from AT&T (T) discusses their decision to buy Lumen’s mass markets fiber business for $5.75 billion. “This is a first-of-its kin...
Hill: Hard Data ‘Totally Meaningless’ Because of Tariffs
22 May 2025
Contributed by Lukas
Zachary Hill reacts to Moody’s downgrading the U.S.’s credit rating, saying that it told everyone something they already knew years ago. He thinks...
Stay Diversified & Don't Time Markets, 'Not Sure What's Going to Happen'
22 May 2025
Contributed by Lukas
"It's been a crazy time" to be invested, says Joe Schmitz. While the volatile swings seen over recent weeks scared many investors, Joe u...
A.I. "Long-Term" Risk to SNOW, Tailwind for TEAM & GTLB
22 May 2025
Contributed by Lukas
Steve Koenig says investors will have to "pick your software stocks carefully." He believes Snowflake (SNOW) is well-positioned after its ea...
Kleintop: If Yields Keep Climbing, Could Hurt Stock Gains
22 May 2025
Contributed by Lukas
Jeffrey Kleintop breaks down recent international market action, including the Eurozone PMI, which missed expectations. Part of the miss is blamed on ...
A ‘Rush’ of Homebuyers Waiting for Mortgage Rate Drop
22 May 2025
Contributed by Lukas
Lawrence Yun expects a “rush” of buyers in the housing market as soon as interest rates come down, but mortgage rates recently hit 7%. Alex Barron...
Jensen Huang Criticizes Chip Export Restrictions Ahead of NVDA Earnings
22 May 2025
Contributed by Lukas
Nvidia (NVDA) will draw all eyes in the market when it reports earnings next Wednesday. The chipmaker faces added pressure due to H20 chip export rest...
Ca$htag$: DECK Brand Loyalty Strong Ahead of Earnings
22 May 2025
Contributed by Lukas
Likefolio’s Landon Swan previews Deckers Outdoor (DECK) earnings and shares his consumer sentiment data. He thinks consumers are moving away from “...
DECK Guidance and China Exposure in Focus; Example Trade
22 May 2025
Contributed by Lukas
Zach Warring previews Deckers Outdoor (DECK), which he “really likes,” ahead of earnings. He thinks it’s one of the leading retailers in the sho...
Employment Market Showing Warning Signs?
22 May 2025
Contributed by Lukas
Gregory Daco and Peter Tchir break down the employment market after the latest Jobless Claims report. “There is caution” from employers, Gregory a...
The Big 3: GOOGL, MAA, MGM
22 May 2025
Contributed by Lukas
Jason Brown says he's cautious for the market's short-term trading action but bullish on long-term prospects. On his Big 3, he talks about Alp...
‘This is the Time to Buy’ AAPL, Watching Upside in NVDA & CRWV
22 May 2025
Contributed by Lukas
Dale Smothers “called” the 5,800 level in the SPX as people are “reassessing their risk.” He reacts to the “big, beautiful bill” the House...
GOOGL Moves on A.I. and WDAY Trade Ahead of Earnings
22 May 2025
Contributed by Lukas
The Daily Trader features two example options trades in two tech names on the move. First, Kevin Hincks discusses Alphabet (GOOGL) after recent invest...
Crypto Corner: Bitcoin New All-Time Highs
22 May 2025
Contributed by Lukas
Jenny Horne and Nate Peterson discuss this week's rise higher in Bitcoin (/BTC) prices. Nate discusses the correlation to bond market moves taking...
Where ROST Stands in Retail Amid Turbulent Macro Environment
22 May 2025
Contributed by Lukas
Tariffs, interest rates and consumer sentiment all weigh on the retail sector, seen in earnings from big box stores like Walmart (WMT) and Target (TGT...
Concern About National Deficit Rising as Congress Seeks to Raise Debt Ceiling by $4T
22 May 2025
Contributed by Lukas
Liz Ann Sonders describes the fallout of losing “price-insensitive buyers” of U.S. bonds on the market as the proposed U.S. tax bill would increas...
AAP Rebuilds 3 Months of Losses, RUN & Solar Stocks Sell Off, ZM Earnings
22 May 2025
Contributed by Lukas
Advance Auto Parts (AAP) surged to a 3-month high off a 40% post-earnings rally. Diane King Hall notes that it's not just strong earnings driving ...
Bears Claw Into Low-Volume SPX, Bulls Need to Hold 200-Day SMA
22 May 2025
Contributed by Lukas
The volume difference in the SPX reached a 2-standard deviation difference in Wednesday's trading action, a notable bearish signal for Kevin Green...
Markets Open Above Future Lows & Bitcoin Continues All-Time High Run
22 May 2025
Contributed by Lukas
Futures trended lower off the latest jobless claims print but opened notably off the lows. Kevin Hincks reports from the Cboe Global Markets to explai...
SNOW Thaws Through Resistance, URBN at All-Time High After Earnings
22 May 2025
Contributed by Lukas
Jenny Horne takes a look at positive reports from vastly different companies. The first of which is Urban Outfitters (URBN), which opened at an all-ti...
Options Corner: WDAY Earnings Trade
22 May 2025
Contributed by Lukas
Workday (WDAY) earnings are set to be released after Thursday's close. Rick Ducat looks at the cloud technology company's chart from a technic...
Deficits, Moody's Downgrade & Rising Yields
22 May 2025
Contributed by Lukas
Michael Reinking dives into the moves in yields, and the ripple effect in global bond markets. With this week's Moody's credit downgrade of th...
Woods: "Don't Know What's Going to Take Us Higher, Aside from NVDA Earnings"
22 May 2025
Contributed by Lukas
Jay Woods joins Diane King Hall at the NYSE to discuss this week's volatility as investors eye developments in the bond market as rising yields we...
Yields Climb, Tech Takes a Hit: SNOW Soars on Earnings Beat
22 May 2025
Contributed by Lukas
Rising bond yields and concerns over the U.S. budget deficit weighed on investor sentiment ahead of Thursday's open. Kevin Green says yields will ...
Chart of the Day: T Buys Into Fiber
22 May 2025
Contributed by Lukas
AT&T (T) announces plans to acquire Lumen's (LUMN) fiber business for $5.75B. Ben Watson looks at the ascending triangle formation taking shap...
Stock Market Morning Minute: SNOW, URBN, Bitcoin
22 May 2025
Contributed by Lukas
Snowflake (SNOW) shares pop higher after raising full-year revenue guidance in its latest earnings report. Urban Outfitters (URBN) gets an upgrade aft...
Sahm: Debt Will Get Worse Before it Gets Better, Tariffs Not Fully Priced In
21 May 2025
Contributed by Lukas
Claudia Sahm offers an in-depth look into the tax bill being debated on Capitol Hill. She makes the argument that debt Congress aims to fix will get w...
Stock Market Today: GOOGL & SNOW Rally, BTC All-Time High, TGT Slips
21 May 2025
Contributed by Lukas
Results from the 20-year bond auction sent stocks tumbling on the trading session. Target (TGT) previously sold off through its weaker-than-expected e...
Enhancing Portfolio Performance with Options
21 May 2025
Contributed by Lukas
Nick Griebenow explains how options can be used to enhance portfolio performance and reduce volatility. He discusses his approach to selling covered c...
EARNINGS ALERT: ZM
21 May 2025
Contributed by Lukas
Zoom Communications (ZM) posted earnings largely in-line with Wall Street estimates, but as George Tsilis notes, room for margin expansion opened the ...
EARNINGS ALERT: SNOW, URBN
21 May 2025
Contributed by Lukas
Snowflake (SNOW) thawed resistance with a beat and raise in its latest earnings, sending its stock close to a 52-week high after hours. However, Urban...
Don't "Rule Out Bonds:" What Rising Yields Means for Outlook
21 May 2025
Contributed by Lukas
Charles Schwab's Kathy Jones believes global yields are inching toward a "reset" back to levels from the 90s. As yields tick up globally...
Straehl: Volatility Shakes Market Rally, Expect More Shake-Up Ahead
21 May 2025
Contributed by Lukas
Morningstar Wealth's Philip Straehl says the recent market bounce back has been driven by a combination of factors, including the pause in U.S.-Ch...
20-Year Bond Auction Signals SPX Selling Action, Mind the Downside Gaps
21 May 2025
Contributed by Lukas
A worse-than-expected outcome in the 20-year bond auction opened the trap door to significant selling action. Kevin Green says the SPX is reaching a c...
TGT Struggles with Q1 Miss
21 May 2025
Contributed by Lukas
Target (TGT) reported a disappointing Q1 earnings miss. Arun Sundaram breaks down the results, attributing the weakness to softness in key categories ...
Beyond the S&P 500: Diversify with Microcaps & International Value Stocks
21 May 2025
Contributed by Lukas
Mark Matson encourages investors to look beyond the S&P 500 and tech giants like Apple (AAPL) and Microsoft (MSFT) to achieve true diversification...
Community Banks Thrive Amid Rising Yields & Market Volatility
21 May 2025
Contributed by Lukas
Rising yields and the U.S. debt ceiling have investors on edge. But Michael Psyllos says community banks like his are well-positioned to weather the s...
Tax-Advantaged Strategies & Diversification Amid Macro Uncertainty
21 May 2025
Contributed by Lukas
Mindy McIntosh says despite macro uncertainty, now is the time for investors to reassess their portfolios and consider tax-advantaged strategies. With...
GOOGL A.I. Mode's Self-Disruption to Search
21 May 2025
Contributed by Lukas
Critics of Alphabet (GOOGL) said the company was late entering the A.I. space compared to its Mag 7 peers. Now, the company is launching its own "...
Siddell: Good Time to be "Fully Invested," Mag 7 Stays Resilient
21 May 2025
Contributed by Lukas
Ed Siddell believes now is the time for investors to participate in the markets. He sees financials gaining traction once Congress approves the tax bi...
Tariffs & Turnaround Potential for AAP: Short or Long-Term Investment?
21 May 2025
Contributed by Lukas
Advance Auto Parts (AAP) reports earnings amid an uncertain market. The company has struggled, but with consumers keeping their cars longer due to tar...
Big Tech Hinders Zoom's (ZM) Expansion Efforts
21 May 2025
Contributed by Lukas
Zoom Communications (ZM) is trying to be more than just a video platform, but can it keep up with the likes of Microsoft (MSFT) Teams and Slack? Likef...
TOL 'Unexcepted' Strength, Higher Interest Rates Remain Headwind
21 May 2025
Contributed by Lukas
Toll Brothers (TOL) posted earnings that satisfied investors and showed what Don Nesbitt considers "unexpected" strength in higher-income ho...
QBTS CEO on Quantum Commercialization, "Adventage2" & A.I. Growth Drivers
21 May 2025
Contributed by Lukas
Alan Baratz, CEO of D-Wave Quantum (QBTS), joins Diane King Hall to discuss how his company has driven profits in what he considers the "very ear...
The Big 3: EEM, LUV, GE
21 May 2025
Contributed by Lukas
While emerging markets have grown significantly, TheoTrade's Don Kaufman is taking a bearish position on the iShares MSCI Emerging Markets ETF (EE...
Arons: Markets in Great Trading Range, Top Picks in AMZN & UBER
21 May 2025
Contributed by Lukas
Andrew Arons believes markets are currently in a "really good" trading range despite recent consolidation. He sees all-time highs for many c...
Earnings Options Trades: SNOW & ZM
21 May 2025
Contributed by Lukas
Kevin Hincks turns to two example options trades revolving around A.I. earnings. One involves a bearish take on Snowflake (SNOW), while the other offe...
Nardini: 'Really Choppy Summer' Ahead, Ways to Invest for Volatile Season
21 May 2025
Contributed by Lukas
Paisley Nardini sees a more volatile summer than investors may be expecting. Her firm has seen a large uptick in gold being added portfolios, a key si...
Earnings Can Clear Path to All-Time High for SNOW
21 May 2025
Contributed by Lukas
Snowflake (SNOW) has become a name to watch in the A.I. space, as Alex Coffey points out metrics to watch in its earnings after the bell. While Snowfl...
ZM Earnings: Growth Crucial for Pandemic "Darling" & ZM Options Trade
21 May 2025
Contributed by Lukas
Steve Dickens calls Zoom Communications (ZM) a pandemic "darling." While the company rallied big in 2020, the stock has fallen off those pan...
PANW Misses "High Bar," LOW Mixed Picture, UNH Downgrade
21 May 2025
Contributed by Lukas
Lowe's (LOW) posted earnings that led to mixed reactions, as Diane King Hall points out the headwinds it and peers continue to face in the housing...
VIX Expiration Adds Pressure to Lower SPX, Crude Slides
21 May 2025
Contributed by Lukas
The SPX began another trading day lower as earnings and geopolitical pressures pinned the index. Kevin Green points out that the SPX is testing a tren...
Fatigued Market Impacted by Geopolitical Risk & Latest Earnings
21 May 2025
Contributed by Lukas
Markets opened lower after what Kevin Hincks attributes to "lost inertia" from investors. Geopolitical tensions between Israel and Iran led ...
Big Box Retail Earnings: TGT Widens Guidance & TJX Same-Store Sales Slip
21 May 2025
Contributed by Lukas
Big box retailers faced pressure this morning, brought mostly through Target's (TGT) earnings miss and widened guidance. TJX Companies (TJX) beat ...
Options Corner: SNOW Earnings After the Close
21 May 2025
Contributed by Lukas
Can Snowflake (SNOW) post another strong quarter? As Rick Ducat shows, the cloud company previously underperformed compared to its peers, but since re...
Path of Private Credit, IPO 'Spring' & Raising Capital
21 May 2025
Contributed by Lukas
Kyle Brown says the private credit market has grown but has to adjust to new valuations following volatile price action earlier in the spring. He adds...
'A Perfect Storm for Retailers'
21 May 2025
Contributed by Lukas
Retailer earnings are showing weakness, but Katie Thomas from Kearney Consumer Institute said that it cannot all be attributed to tariff uncertainty. ...
Chart of the Day: GOOGL Launches A.I. Mode
21 May 2025
Contributed by Lukas
Alphabet (GOOGL) rolled out its new 'A.I. Mode' for U.S. users of Google. Rachel Dashiell looks at the chart performance as the stock has unde...
Stocks Snap Winning Streak, PANW and TGT Slide After Earnings
21 May 2025
Contributed by Lukas
Equity futures are pointing to a second straight negative day after the S&P 500 snapped its six-day winnings streak on Tuesday. Kevin Green sees m...
Stock Market Morning Minute: PANW, TGT, TJX
21 May 2025
Contributed by Lukas
Palo Alto Networks (PANW) is sliding despite an earnings beat, Target (TGT) continues to struggle as it misses on the top and bottom lines, and TJX (T...
Nicholson: TSLA Valuation "Very Little to Do With Cars"
20 May 2025
Contributed by Lukas
David Nicholson says the Tesla (TSLA) valuation is largely rooted in its future technology offerings for Robotics, A.I. and much more. David joins Ale...
Thorne: Bitcoin Nears All-Time High After "Suppression of Innovation"
20 May 2025
Contributed by Lukas
"The United States needs to be the leader" in the crypto space, argues Jim Thorne. He says cryptocurrency markets remain in the "very e...
Stock Market Today: Musk Staying as TSLA CEO, UBER & CRWV New Highs, PANW Earnings
20 May 2025
Contributed by Lukas
Markets continued to experience compression as indices closed lower, aside from the RUT's marginal gains. Tesla (TSLA) CEO Elon Musk made headline...
EARNINGS ALERT: PANW
20 May 2025
Contributed by Lukas
Palo Alto Networks (PANW) shares fall after the cybersecurity company's 3Q earnings report come in mostly in-line. Kevin Green says things were ma...
Overlooked Stock: QBTS
20 May 2025
Contributed by Lukas
The quantum race gained traction after D-Wave Quantum (QBTS) offered wider access to its most advanced quantum computer. As George Tsilis notes, the c...
Homebuilder 'Knife Fight' Offers Relief to Buyers Amid High Prices
20 May 2025
Contributed by Lukas
Home prices continue to pressure potential buyers, but there may be a glimmer of hope on the horizon. Katie Hubbard notes that homebuilder sentiment h...
"Not Too Late" to Invest Internationally, Brace for Retest of U.S. Levels
20 May 2025
Contributed by Lukas
While international stocks recently experienced general overbought conditions, Michelle Gibley suggests it's "not too late" to be involv...
Mega-Cap Tech Fracturing & Defensive Sectors Outperform
20 May 2025
Contributed by Lukas
There's been notable back-and-forth action between bears and bulls in the SPX, especially surrounding the 5,950 level. Kevin Green says buyers ste...
HD Struggles as Housing Market Woes Persist
20 May 2025
Contributed by Lukas
Home Depot (HD) shares are trading lower after the home improvement retailer's in-line earnings report did little to ease concerns about a still-c...
Tatro: Market's "Big Time Tailwind," A.I. Picks in TSLA, SNOW & NOW
20 May 2025
Contributed by Lukas
Quint Tatro considers himself "generally bullish" in believing markets can hit new all-time highs as early as the summer. The reason? Quint ...
Housing Market Pause: Luxury Spikes While Affordability Struggles
20 May 2025
Contributed by Lukas
Dolly Lenz and Jenny Lenz discuss the state of the U.S. housing market. They explain that while the luxury market is seeing a spike in sales, particul...
Market Faces Resistance as CDX and PII Show Divergent Paths
20 May 2025
Contributed by Lukas
Kevin Horner says the market may have run into resistance after reaching the 5950 level on the S&P 500. He's watching the low from yesterday, ...
PANW Run to All-Time High Relies on Earnings Rally
20 May 2025
Contributed by Lukas
Frances Stacy believes Palo Alto Networks (PANW) is a buy heading into earnings. However, if there's a notable miss in the report, institutional i...
Navigating Volatility: TCW's Active ETF Strategies Shining Bright
20 May 2025
Contributed by Lukas
Jennifer Grancio expects market volatility to persist, driven by ongoing trade tensions and economic uncertainty. To navigate this environment, she ad...
Cannabis Sector Faces Federal Hurdles
20 May 2025
Contributed by Lukas
Dan Ahrens says the cannabis sector is "high risk" due to a lack of federal reform, but he's still hopeful for the future. With over 40 ...
TJX Companies (TJX) Soars as Affluent Shoppers Embrace Discounts
20 May 2025
Contributed by Lukas
LikeFolio's Andy Swan discusses how TJX Companies (TJX) is benefiting from the "trade-down" trend, where wealthier shoppers are opting f...
PONY Tests Autonomous Robotaxi Success in China
20 May 2025
Contributed by Lukas
Pony AI (PONY) rallied after beating earnings estimates and showing promise for end-of-year revenue. As autonomous robotaxi technology expands, George...
Weighing Fundamentals v. Elon Musk in Road Ahead for TSLA
20 May 2025
Contributed by Lukas
Elon Musk stands firm on his position as Tesla's (TSLA) CEO. He expressed his plans to hold the position for five years during a press conference in Q...
Retail Earnings Trade: Example Options Strategies in TGT & TJX
20 May 2025
Contributed by Lukas
TJX Companies (TJX) shares hit all-time highs today ahead of Wednesday's earnings report. Kevin Hincks illustrates 2 example options trades in ret...
Measuring Consumer Footprints for TGT & TJX Ahead of Earnings
20 May 2025
Contributed by Lukas
Guidance and commentary on prices will be crucial in Target's (TGT) earnings, says Spencer Hakimian. He's waiting to see how tariffs will impa...
Holland: Expect Short-Term U.S. Sideways Trading, International Trade 'Cheap'
20 May 2025
Contributed by Lukas
"It's hard to see any other bond market replacing the U.S.," says Tim Holland. He largely dismissed Moody's downgrading the U.S. cre...
The Big 3: BLK, LHX, GS
20 May 2025
Contributed by Lukas
Crypto, defense, and banking are the key focal points for Jessica Inskip on today's Big 3. She sees fiscal tailwinds in the crypto space benefitti...
Calculating 'Bond Math' in 10-Year Yield, Bond Demand in U.S. & Abroad
20 May 2025
Contributed by Lukas
Sean Dranfield notes that the latest moves in the 10-year yield are "much ado about nothing," noting a method to the madness when it comes t...
Healy: Homebuilders Continue to Build on Strong Foundation
20 May 2025
Contributed by Lukas
"Everyone still needs a place to live," says Rogers Healy. He argues homebuilders companies have and will continue to experience plenty of s...
TGT 'Bellwether Moment:' Can Earnings Hit Bullseye Despite Tariff Pressure?
20 May 2025
Contributed by Lukas
Target (TGT) will report earnings tomorrow before the opening bell. The company sold off after its previous two earnings, but J.D. Durkin explains tha...
UBER Drives to All-Time High, HPE Upgrade, MDB Downgrade
20 May 2025
Contributed by Lukas
Uber Technologies (UBER) hit a new all-time high after JPMorgan boosted its price target on the ride-share company. HP Enterprise (HPE) got bullish mo...
Volume Challenges SPX Rebound Rally, Signals Slowing Momentum
20 May 2025
Contributed by Lukas
Only a quarter of stocks in the SPX opened higher, just one sign that Kevin Green attributes to the recent rebound rally losing steam. He also notes d...
European Stocks Bullish: Potential Trade Breakthrough & Attractive Valuations
20 May 2025
Contributed by Lukas
Charles Schwab's Jeffrey Kleintop remains bullish on European stocks, citing a strong earnings season and economic data that's beating expecta...
Jamie Dimon 'Risk Manager,' Macro Data & HD Earnings Flex Strength
20 May 2025
Contributed by Lukas
President Trump heads to Capitol Hill today to talk with GOP congressmen on the tax bill his party is trying to approve. Reporting from the Cboe Globa...
Markets Steady Post-Moody's Downgrade, HD Earnings and Gold Bounces Back
20 May 2025
Contributed by Lukas
Equity futures are holding steady despite Monday's credit rating downgrade from Moody's. Kevin Green attributes the market resilience to attra...