Schwab Network
Episodes
"Feeling Relief:" Markets Hold Recovery, WMT "Bellwether," UBER Bull Case
14 May 2025
Contributed by Lukas
Jay Woods didn't expect this sharp of a V-shaped recovery following April's massive selling action. He notes stocks are overbought but sees th...
"Objects in Motion:" Chips Rally, Fed Speakers & Economic Data to Watch
14 May 2025
Contributed by Lukas
Kevin Hincks reports from the Cboe Global Markets and juggles all of the headlines driving markets this morning. A rally in chip stocks like Nvidia (N...
NVDA & AMD Price Target Raises, SMCI Soaring Shows A.I. Retaking Leadership
14 May 2025
Contributed by Lukas
BofA raised price targets on Nvidia (NVDA) and AMD Inc. (AMD) after both companies inked deals with Saudi Arabia. That, on top of Supermicro's (SM...
Options Corner: CSCO Trade Ahead of Earnings
14 May 2025
Contributed by Lukas
As Cisco (CSCO) shares climb higher in 2025, Rick Ducat says the 5-year high of $66.50 is a level to pay attention to on the upside, with volume studi...
WMT Earnings On Deck: Tariffs, E-Commerce, Outlook
14 May 2025
Contributed by Lukas
Chris Graja joins Diane King Hall to preview Walmart (WMT) earnings. He says the outlook and guidance is the most important aspect for the big box ret...
Credit Concerns, Loan Delinquencies 'Through The Roof"
14 May 2025
Contributed by Lukas
Matt Schulz says 1 in 4 "BNPL" users are using the loan to buy groceries. He dives into data about why people turn to buy-now, pay-later rat...
Chart of the Day: TGT Earnings "Make or Break Catalyst"
14 May 2025
Contributed by Lukas
Rachel Dashiell examines the chart of Target (TGT) which has fallen more than 35% over the last 52 weeks. She points to previous support zones that we...
"Bulls Back in Control" as NVDA Crosses $3T Cap
14 May 2025
Contributed by Lukas
The S&P 500 (SPX) is back in positive territory for 2025. What's different about this bounceback is "the participation we've seen,&qu...
Stock Market Morning Minute: AEO, NVDA, UNH
14 May 2025
Contributed by Lukas
American Eagle Outfitters (AEO) falls out of fashion with investors after its latest earnings report. Nvidia (NVDA) re-joins the $3T market-cap club. ...
Stock Market Today: NVDA & PLTR Lead Session, UNH Drags, COIN to SPX
13 May 2025
Contributed by Lukas
All major indices except the $DJI closed higher, with the NDX muscling the most strength by the closing bell. New U.S. partnerships with Saudi Arabia,...
Better (BETR) CEO on A.I. Platform & 54% YTD Stock Surge
13 May 2025
Contributed by Lukas
Better (BETR) CEO Vishal Garg joins Caroline Woods to discuss the mortgage lender's 54% year-to-date stock surge, even with shares falling 2.5% af...
Overlooked Stock: FSLR
13 May 2025
Contributed by Lukas
First Solar (FSLR) rallied more than 22% and closed as the SPX's top performer... but some investors may have missed the big move. George Tsilis p...
WMT & TGT: E-Commerce Gains and Valuation Insights
13 May 2025
Contributed by Lukas
Walmart (WMT) is set to kick off big-box retail earnings. Sheraz Mian breaks down the key takeaways from the upcoming earnings report. He notes that W...
Markets Overbought Short-Term, Move Higher Still Possible
13 May 2025
Contributed by Lukas
Charles Schwab's Nathan Peterson says the "really encouraging" tone in the market opened the door for a bull run. While RSI in indices a...
Arora: Peak Tariff Uncertainty Behind Us, Peak Economic Uncertainty is Not
13 May 2025
Contributed by Lukas
Nigam Arora says he's bullish on the markets as institutions are now in what he calls a "chase mode" of the current rally. His company&#...
"So Much for Bear Market:" Bulls Hit 5,900 SPX, Energy Breakout Potential
13 May 2025
Contributed by Lukas
"You can make the case that we could hit all-time highs in the next couple of weeks," says Kevin Green. He says it's in the conversation...
RGTI CEO on Quantum Timeline & 1Q Earnings
13 May 2025
Contributed by Lukas
Rigetti Computing (RGTI) CEO, Dr. Subodh Kulkarni, returns to Market on Close to talk about his company's latest earnings. While the company's...
Volatility Tone Shift Back to Norms, Utilizing VIX in Portfolios
13 May 2025
Contributed by Lukas
Zed Francis says markets went from "very elevated" volatility to much more "fair" level over the span of weeks. He believes the VI...
Technical Tuesday: SPX, RBLX, ISRG
13 May 2025
Contributed by Lukas
Charles Schwab's Kevin Horner says investors should take advantage of market optimism, just keep an exit strategy top of mind if volatility ramps ...
CPI Big Picture: Discretionary Pullback, Gasoline Deflation & Fed Impacts
13 May 2025
Contributed by Lukas
"I feel like a cat trying to chase a laser pointer" following inflation developments, says Eric Pachman. He isn't worried about future C...
'Tale of Two Earnings Seasons,' Sectors to Outperform in 2025
13 May 2025
Contributed by Lukas
Nick Raich sees guidance estimates being cut despite the U.S. and China tariff pause, just not to the extremes previously expected. That pause is what...
SMCI Combo of Value & Speculative Trade, Resurgence of A.I. Risk-Taking
13 May 2025
Contributed by Lukas
George Tsilis says investors should watch Supermicro (SMCI) carefully with "how quickly it's moving." The company's high-beta aspect...
U.S. & Saudi Arabia Tech Partnerships Boost NVDA, Other A.I. Stocks
13 May 2025
Contributed by Lukas
U.S. A.I. stocks soared after Saudi Arabia pledged $600 billion worth of investments. Nvidia (NVDA) is one company to benefit on its new partnership w...
META "Enormous" Growth Slowing, A.I. Efficiency New Story
13 May 2025
Contributed by Lukas
Meta Platforms (META) has seen robust growth over the years, generating a user base of billions. LikeFoilio's Andy Swan says the company has grown...
Quantum "Long-Term Bet," Forms "Trifecta" with A.I. & Cloud
13 May 2025
Contributed by Lukas
Steven Dickens says investors "shouldn't be focused on headline numbers" for quantum stocks. Rigetti Computing (RGTI) posted a big reven...
Scissors: U.S./China Trade Deal ‘Isn’t Going to Work’
13 May 2025
Contributed by Lukas
Derek Scissors says he “doesn’t see” how the U.S. and China can reach a full trade deal. He argues that the trade deficit won’t drop and is “...
The Big 3: TSMC, IBM, BLK
13 May 2025
Contributed by Lukas
Jessica Inskip says markets need to break the 13-week SMA before she can confidently say "this market has legs." She also talks about IBM Co...
Tuchman: Follow-Through Rally Signals Better Days, Growth Key in Guidance
13 May 2025
Contributed by Lukas
According to Peter Tuchman, markets managed to climb the wall of worry on news of the U.S. and China tariff pause. "Not getting a deal is so bad ...
BA, MSFT: Headline Example Trades
13 May 2025
Contributed by Lukas
Boeing (BA) shares hit a new 52-week high after reports say its jets are in high-demand overseas. Microsoft (MSFT) reportedly will layoff 3% of its wo...
Natural Gas Skews Energy in CPI, Fed Rate Hike Possibility
13 May 2025
Contributed by Lukas
Reporting from the Cboe Global Markets, Kevin Hincks outlines the latest CPI print that fell mostly in-line with expectations. Shelter and energy rema...
Return Fraud in Retail Costing Companies Billions Each Year
13 May 2025
Contributed by Lukas
Gaurav Saran, CEO of ReverseLogix, discusses the logistics of retail returns in the e-commerce world. He says returns have spiked since online shoppin...
'All In' Upgrade on CAT, Tariff Pause Fuels Bullishness
13 May 2025
Contributed by Lukas
Caterpillar (CAT) got an upgrade to outperform from neutral by Baird after the firm upgraded the stock from a bearish position earlier this year. Caro...
PANW, CRWD & Cybersecurity: 'We're at the Starting Line' of A.I. Security Race
13 May 2025
Contributed by Lukas
Paul Powers says we're just seeing the start of A.I. integration into cybersecurity. He argues it's more than earnings that will show who is t...
ONON Running Market Rally, COIN Coming to SPX, JD Beats
13 May 2025
Contributed by Lukas
"People are still buying their shoes," says Diane King Hall. She notes On Holding (ONON) revenue far above Wall Street estimates driving a b...
SPX & NDX Positive Price Action, Industrials Bullish Emergence
13 May 2025
Contributed by Lukas
"This is the environment and VIX you want to see" in the markets, says Kevin Green. He points to stocks and sectors beyond the Mag 7 adding ...
U.S. & China 'Sets Ceiling' for Global Trade, Watch Emerging Markets
13 May 2025
Contributed by Lukas
On the tariff pause between the U.S. and China, Charles Schwab's Jeffrey Kleintop says it's positive not just for both countries, but the worl...
Stovall: CPI Data Gives "Fed Greater Opportunity" to Cut Rates Sooner
13 May 2025
Contributed by Lukas
Sam Stovall examines the latest inflation data believing it to be a possible reason the Fed could consider cutting rates as soon as the June FOMC meet...
Options Corner: COIN Jumps on SPX Inclusion
13 May 2025
Contributed by Lukas
Coinbase (COIN) is rocketing higher on news that it is headed to the S&P 500 (SPX) and will replace Discover (DFS). Rick Ducat takes a look at the...
CPI Print Less-Than-Expected, Equity Futures Pop
13 May 2025
Contributed by Lukas
Kevin Hincks reports from @cboeglobalmarkets as April's CPI print shows muted inflation data. One aspect of the report that stood out to Kevin: En...
China Tech, JD "Really Solid" Earnings
13 May 2025
Contributed by Lukas
Henry Greene (@Kraneshares) joins Diane King Hall to examine the state of Chinese internet stocks. One such name on the move higher ahead of Tuesday&#...
"Price is King" & Significance of Monday's Rally
13 May 2025
Contributed by Lukas
"$5900-$6000 level will be very key for this market," says Kevin Green as he goes under the hood of Monday's move higher on easing tarif...
Chart of the Day: CAT Climbing?
13 May 2025
Contributed by Lukas
Ben Watson calls the chart of Caterpillar (CAT) an "interesting tale" during the U.S.-China tariff discussions. On the recent short-term, he...
Stock Market Morning Minute: COIN, FDX/AMZN, UNH
13 May 2025
Contributed by Lukas
Coinbase (COIN) is going to the S&P 500 index. FedEx (FDX) adds Amazon (AMZN) to its client list. And, UnitedHealth (UNH) plummets as its CEO depa...
Stock Market Today: Mag 7 & Chip Stocks Rally on Tariff Pause, AAPL Price Hikes
12 May 2025
Contributed by Lukas
It was green in just about every corner of Wall Street after the U.S. and China agree on temporary tariff cuts. Chips stocks like Nvidia (NVDA), AMD I...
Payment Stocks Surge: Dolev's Picks and Consumer Insights
12 May 2025
Contributed by Lukas
Dan Dolev discusses the payment space and breaks down the recent gains in payment stocks, such as Block (XYZ) and Affirm (AFRM), following the tariff ...
Overlooked Stock: BOOT
12 May 2025
Contributed by Lukas
Boot Barn (BOOT) rallied more than 13% as retail stocks surged with a tariff pause between the U.S. and China. George Tsilis says there's notable ...
Siemer: BTC "Impactful" Correlation to U.S. Dollar, "Would Sell the ETH Rally"
12 May 2025
Contributed by Lukas
When it comes to Bitcoin's regulatory environment, David Siemer says the U.S. is behind the curve on adoption. He talks about the action he want t...
OpenAI & Regulatory Hurdles: Weighing MSFT Headwinds & Tailwinds
12 May 2025
Contributed by Lukas
Microsoft (MSFT) shares are just below 2025-highs after a huge post-earnings rally. The company's up 30% from 52-week lows hit in early April. Car...
Analyzing Today's Tariff Developments, Markets Pricing in Two Rate Cuts
12 May 2025
Contributed by Lukas
"Six major things that would normally be the biggest thing of the day" happened today, says Charles Schwab's Mike Townsend. The biggest ...
$62-$63 ‘Major Resistance’ for Crude Oil Rally
12 May 2025
Contributed by Lukas
Scott Bauer expected a crude oil rally after getting to “extremely oversold” territory – but not “this big.” Thus, he’s cautious on the oi...
U.S. & China Tariffs "Not Going Away:" Long-Term Picture of Tariff Impact
12 May 2025
Contributed by Lukas
A 90-day tariff pause between the U.S. and China takes away the worst-case scenario of global impact, but Thierry Wizman notes other long-term concern...
Mulberry’s Retail Picks: WMT, TJX
12 May 2025
Contributed by Lukas
Brian Mulberry says we’ll see if demand was really pulled forward by tariffs, and by how much, in the Retail Sales report later this week. He previe...
ibex (IBEX) CEO on Double-Digit Revenue Growth & AI Integration
12 May 2025
Contributed by Lukas
Bob Dechant, CEO of ibex (IBEX), a business process outsourcing company, joins to explain their work and cover their latest financials. It takes on ou...
Long-Term Headwinds with Tariff Pause Rally, Bull Case for Small & Mid-Caps
12 May 2025
Contributed by Lukas
Ryan Kelley calls Monday a "very excellent day in the market" after the U.S. and China agree to a 90-day tariff pause. However, he points to...
Options Corner: Tariff Pause Plays in AMZN, TSM & BBY
12 May 2025
Contributed by Lukas
Tom White turns to three interesting bullish options trades after the U.S. and China agree to a 90-day tariff pause. He talks about the news flow driv...
Blancato’s Picks Amid Bullish Thesis: COST, MDLZ, RYCEF, SPOT
12 May 2025
Contributed by Lukas
“As the United States sneezes, the rest of the world gets a cold” – because of our consumer, argues Phil Blancato. He thinks “the idea of a pr...
"End of Google Search Dominance:" ChatGPT, A.I. Threat to GOOGL
12 May 2025
Contributed by Lukas
Beth Kindig says there's no evidence of Google search slowing today, though its outlook faces certain headwinds. Alphabet (GOOGL) saw notable year...
Butowsky: Four Rate Cuts Before Year End, Healthcare ‘Hornet’s Nest’
12 May 2025
Contributed by Lukas
Ed Butowsky expects the market to go higher from here and anticipates the Fed cutting rates soon – 4 times before the end of the year. On Trump’s ...
Tech Trade Ahead of May NVDA Earnings
12 May 2025
Contributed by Lukas
Kevin Hincks looks one of the Mag 7 stocks as equities rally on positive developments in the U.S.-China trade talks. Nvidia (NVDA) is rallying as inve...
LikeFolio: ONON Sprinting Past NKE, "Accelerating to the Upside"
12 May 2025
Contributed by Lukas
Landon Swan with LikeFolio remains bullish heading into On Holding's (ONON) earnings on Tuesday. He notes the company has a seventeenth of Nike...
ACHR "Speculative" Earnings: Investors Await Path to Profits & Aircraft Demand
12 May 2025
Contributed by Lukas
Archer Aviation (ACHR) reports earnings after the bell, which John Jannarone expects to be "speculative" due to its long path to profitabili...
Emons on What Could Derail Market Trade Optimism
12 May 2025
Contributed by Lukas
Ben Emons examines the semiconductor sector as the market reacts to U.S./China tariff de-escalation. He says semiconductor issues are what the market ...
The Big 3: QCOM, CTSH, FLEX
12 May 2025
Contributed by Lukas
Prosper Trading Academy's Mike Shorr says the U.S. and China tariff pause was "too easy." He's watching for a potential stock pullba...
Fitzpatrick: U.S. Growth Slower Despite Tariff Pause, Prices ‘Weight on Global Economy’
12 May 2025
Contributed by Lukas
Bill Fitzpatrick says there’s an optimism around tariffs that “isn’t fair” yet. Companies passing on costs to consumers is a “weight on the ...
JD, BABA & China-Tied Stocks Rally, Global Retail Outlook Amid Tariff Pause
12 May 2025
Contributed by Lukas
The 90-day tariff pause between the U.S. and China gave stocks momentum to rally across the global. That includes Chinese e-commerce giants Alibaba (B...
Leinweber: Bitcoin Crypto "Anchor," Ethereum Rally Signals Risk-Taking
12 May 2025
Contributed by Lukas
Martin Leinweber believes there's room for crypto assets to run higher, signaled by Ethereum's rally today. The cryptocurrency's climb hig...
Swartz: NKE Undervalued, But Turnaround not Coming ‘til 2026
12 May 2025
Contributed by Lukas
David Swartz of Morningstar covers Nike (NKE), which has a 5-star rating and $112 fair value estimate. David argues that Nike has been “very underva...
AAPL iPhone Price Hike, COIN Upgrade, TGT Downgrade
12 May 2025
Contributed by Lukas
Apple (AAPL) plans to raise prices on its iPhone lineup this fall, and tariffs aren't behind the decision. Diane King Hall talks about the feature...
SPX Testing Key Resistance Level, Opens Above 5,800
12 May 2025
Contributed by Lukas
News of the U.S. and China tariff pause sent markets soaring at the opening bell. Kevin Green notes what could be a "final" resistance level...
Watching Industrials & Agriculture Amid Trade Deescalation
12 May 2025
Contributed by Lukas
Mike Block reacts to the latest tariff news and discusses where the market can go from here. “How quickly will companies have the confidence…to pu...
U.S. & China Tariff Pause: Expect "Real Crazy Day" in Markets
12 May 2025
Contributed by Lukas
It's "Scott Bessent to the rescue," says Kevin Hincks. He reports on the 90-day tariff pause between the U.S. and China from the Cboe Gl...
Options Corner: AMZN Primed After U.S.-China Tariff Deal
12 May 2025
Contributed by Lukas
Amazon (AMZN) shares are higher on the news that the U.S. and China are lowering tariffs rates for 90 days. Rick Ducat points to improving RSI signals...
Hayes: U.S.-China Deal "Didn't Expect It This Quickly," DIS & ALB on Watchlist
12 May 2025
Contributed by Lukas
Thomas Hayes joins Diane King Hall at the NYSE set with reaction to positive tariff headline news out of Switzerland. The U.S. and China have agreed t...
How U.S. & China Trade Deal Impacts Broader Global Economy
12 May 2025
Contributed by Lukas
Asked how European nations view the preliminary U.S. and China trade deal, Richard Flynn simply says "relief" and "definitely a good th...
Chart of the Day: LLY Testing Downward Support
12 May 2025
Contributed by Lukas
Rachel Dashiell looks at the two recent tops on the chart of Eli Lilly (LLY) as shares fall in the wake of a new Executive Order targeting prescriptio...
Stocks Rally on U.S.-China Tariff Rollback
12 May 2025
Contributed by Lukas
Markets are set to open higher Monday after a weekend of positive developments in the U.S. and China trade talks. Both countries agreed to reduce tari...
Stock Market Morning Minute: AAPL, AMZN, LLY
12 May 2025
Contributed by Lukas
Stocks are surging after U.S. and China trade representatives announced preliminary agreements to lower tariff rates. Among the early winners is Apple...
Tech Corner: META
09 May 2025
Contributed by Lukas
Meta Platforms (META), formerly known as Facebook, is a social media giant with reach into online advertising, A.I. technology and even virtual realit...
Flat Market Week as China Talks Loom, GOOGL & PLTR Drop
09 May 2025
Contributed by Lukas
Stocks closed out the week relatively unchanged as investors digest the latest trade talks overseas. Meanwhile, the FOMC kept rates unchanged while th...
AVPT Powers Ahead: Growth Driven by Data Security & A.I. Demand
09 May 2025
Contributed by Lukas
AvePoint (AVPT) had a strong quarter, with over 20% year-over-year growth in all three regions and customer segments. CFO Jim Caci credits the company...
U.K.-U.S. Trade Deal: Market Implications and China Talks Ahead
09 May 2025
Contributed by Lukas
The U.K.-U.S. trade deal is approaching the finish line, but what does it really mean for markets? Erin McLaughlin breaks down the details, including ...
Next Week's CPI, Inflation Data Key for Tariff Trade
09 May 2025
Contributed by Lukas
The 10-year treasury "settling in" as Joe Mazzola calls it, could be signs of possible calm amid ongoing tariff negotiations and trade polic...
Bitcoin’s ‘Incredible’ Recovery & More in This Week’s Commodities
09 May 2025
Contributed by Lukas
Phil Streible reviews the week in commodities. He looks at gold, which is up over 25% this year alone, and the U.S. dollar, which has been “treading...
How Crypto Could Surge Under Trump 2.0, COIN Earnings Check
09 May 2025
Contributed by Lukas
Owen Lau says the current administration, SEC and Congress are the "most crypto-friendly" group ever, trending positively for further crypto...
Finding Defensive Positions amid ‘Extremely Negative’ Policy Backdrop
09 May 2025
Contributed by Lukas
Sam Burns is still cautious around a potential market drop, seeing an “extremely negative” policy backdrop and continued uncertainty around trade ...
APPN CEO on A.I. Adoption, Efficiency Impact
09 May 2025
Contributed by Lukas
Appian (APPN) CEO Matt Calkins discusses the company's 1Q earnings report and full-year guidance raise. He attributes the company's success to...
Why Investors Should Consider Canada
09 May 2025
Contributed by Lukas
Jay Bala discusses investing in Canada. Canada is the highest consumer of U.S. goods, so trade relations with them tend to be “linear,” he says –...
Streaming Signals: NFLX, WBD, PARA
09 May 2025
Contributed by Lukas
Paul Dergarabedian and Jason Britton look at the streaming space. Jason says whoever has sports rights will lead in the next five years. They both lik...
Finding the ‘Gems’ in Small Caps with Calamos’ Nelson
09 May 2025
Contributed by Lukas
Brandon Nelson looks for winners in the small and micro cap buckets. “This is where you find the biggest winners…there are gems all over the place...
'Wait And See' Narrative Facing Investors
09 May 2025
Contributed by Lukas
Adam Coons joins Nicole Petallides at the NYSE set to discuss this week's developments in ongoing tariff negotiations. Adam says the volatility is...
Impact of Threatened Movie Tariffs on Netflix (NFLX), Walt Disney (DIS) & More
09 May 2025
Contributed by Lukas
Stephen Kent looks at entertainment, comparing legacy players and modern streamers like Netflix (NFLX). He says threatened tariffs on foreign films mu...
NVDA's China Dilemma & Why It's Changing the H20 A.I. Chip
09 May 2025
Contributed by Lukas
Reports have surfaced that Nvidia (NVDA) plans to release a downgraded version of its H20 A.I. chip for its China-based customers. Jeff Pierce joins N...
"Top Spend" in A.I. & NVDA Role in Powering GenAI
09 May 2025
Contributed by Lukas
LikeFolio's Andy Swan breaks down the I.T. budgets they have tracked so far for 2025 saying an "enormous amount of money is flowing into A.I....
$100K Bitcoin "Meaningful" for Markets, Wall Street's COIN Struggle
09 May 2025
Contributed by Lukas
Joy Yang considers Bitcoin crossing $100,000 a bullish "psychological" level for crypto investors. She explains why Bitcoin's recent ral...
New Hampshire Leads the Way with Strategic Crypto Reserve, Paving Path for Federal Clarity
09 May 2025
Contributed by Lukas
New Hampshire is making history as the first state to establish a strategic crypto reserve. John Roy says this move could set off a domino effect amon...
The Big 3: AFRM, CROX, FSLR
09 May 2025
Contributed by Lukas
"We need to be cautious heading into the weekend" with China trade negotiations, says Prosper Trading Academy's Scott Bauer, though he s...
Schatz: China Will "Sacrifice Their Own Country" Amid Tariff War
09 May 2025
Contributed by Lukas
Paul Schatz thinks China can play the "wait game" until the end of Trump's presidency. He argues that Chinese President Xi Jinping will ...
OptionsPlay: ZM "Compelling" A.I. & Valuation Play
09 May 2025
Contributed by Lukas
OptionsPlay's Tony Zhang joins Nicole Petallides at the NYSE set to talk about the promise he sees in Zoom Video (ZM). "We don't think ab...
A.I. Disrupts Google Search: Can GOOGL Hold Strength?
09 May 2025
Contributed by Lukas
This week's testimony from Apple (AAPL) executive Eddy Cue on implementing A.I. into Safari search sparked a big sell-off in Alphabet (GOOGL). Jef...
Inside Out: Airlines Data Shows Travel Demand Continues, Options Trade Examples on DAL & UAL
09 May 2025
Contributed by Lukas
Ines Durand goes inside out on airlines. She argues that data shows people are still traveling but thinks United Airlines (UAL) and Delta Airlines (DA...