Schwab Network
Episodes
Crowley: AMZN Future "Incredibly Bright," TSLA "Unique Advantages"
07 Apr 2025
Contributed by Lukas
Dan Crowley's firm holds its tech investments as tariff uncertainty swells. However, he believes the industry is destined for a rebound. Amazon...
Tariffs to Reverse SOFI Risk Appetite, Spending Cutbacks Add Stress to Loaners
07 Apr 2025
Contributed by Lukas
SoFi Technologies (SOFI) muscled a rally in a highly-volatile trading session despite getting its price target cut over 50% by Morgan Stanley. Kevin G...
Gruenwald: ‘Very Bad Print’ Ahead for 1Q GDP, But No Recession Yet
07 Apr 2025
Contributed by Lukas
Paul Gruenwald thinks the chance of recession has risen 30%-35%, but says we’re not in one yet. “We’re probably going to have a very bad print f...
Mag 7, International & Diversity Trades: Investing in Tariff Fueled Market
07 Apr 2025
Contributed by Lukas
With tariff uncertainty and inflation taking up market headlines, Rich Weiss talks about investment strategies to consider as volatility strangles mov...
Koudounis: Goal of Tariffs is Lower Rates; ‘V-Shaped Recovery’ Coming
07 Apr 2025
Contributed by Lukas
John Koudounis thinks the actual goal of tariffs is to get the Fed to lower rates. “Every basis point is billions of dollars the government will sav...
Zandi ‘Next Thing to Go’ is the Job Market as Recession Odds Hit ‘60% & Rising’
07 Apr 2025
Contributed by Lukas
Mark Zandi calls tariffs “baffling, disconcerting, and hard to fathom.” He says it’s unclear what we’re trying to achieve, saying that tariffs...
Lloyd: ‘Tariffs are Deflationary’, ‘Rip Your Face Off Rally’ Coming
07 Apr 2025
Contributed by Lukas
“Tariffs are just one piece of the pie.” Luke Lloyd identifies factors buffeting the market. He argues that tariffs are deflationary. He likes lon...
Ca$htag$: Roku (ROKU)
07 Apr 2025
Contributed by Lukas
Likefolio’s Andy Swan covers Roku (ROKU), saying they’re “less at risk than others” for tariffs because ads and subscriptions drive their reve...
Call Diagonal Trades in AAPL & META
07 Apr 2025
Contributed by Lukas
Kevin Hincks looks at two members of the Mag 7 as the markets whipsaw back and forth on the latest tariff headlines. For both Apple (AAPL) and Meta Pl...
The Road Ahead for Auto Makers Amid Tariff Volatility
07 Apr 2025
Contributed by Lukas
From Ford (F), General Motors (GM) and Tesla (TSLA), Rebecca Lindland and Anthony Sassine look down the rocky road worldwide automakers face from Pres...
The Big 3: LW, AMBA, SKX
07 Apr 2025
Contributed by Lukas
Prosper Trading Academy's Mike Shorr turns to three trades he thinks investors have off their radars that are worthwhile in a tariff-induced envir...
Parmar: ‘Time to Start’ Buying into Market
07 Apr 2025
Contributed by Lukas
Justus Parmar says, “the probability is that this is a pullback,” and thinks a bottom is coming soon. “It’s a good time to start legging into ...
Tuchman: "Passive Aggressive" Tariff Approach a "Self-Inflicted" Wound
07 Apr 2025
Contributed by Lukas
"The Einstein of Wall Street," Peter Tuchman, breaks down the massive market swings seen just in the first couple hours of today's tradi...
U.S. Steel Manufacturers Building Foundation to Withstand Tariffs
07 Apr 2025
Contributed by Lukas
Jeremy Flack talks about the importance of steel production to the U.S. economy and what's needed for the industry to withstand tariffs. He credit...
Apparel Companies That "Beat the Tariffs," NKE & LULU Options Trades
07 Apr 2025
Contributed by Lukas
Zach Warring says now is the time to start nibbling on apparel companies that he says can weather the tariff storm. He's bullish on Nike (NKE) and...
UAL & DAL Downgrade Plunge, Mixed Bank Reception, DLTR & DG Upgrade
07 Apr 2025
Contributed by Lukas
Tariffs continue to grip markets, including airlines like United (UAL) and Delta (DAL), after UBS downgraded both companies over fears of a weaker eco...
Young: ‘They’re Going to Break the Stock Market’ With Tariffs
07 Apr 2025
Contributed by Lukas
“The market is forced to price in something that’s unknowable,” says Alec Young. “In a lot of ways, uncertainty is worse than risk.” He comp...
SPX Washout: Great Recession Similarities & Capitulation Opportunities
07 Apr 2025
Contributed by Lukas
Volatility continues to ramp higher into the third day of selling action surrounding President Trump's tariff policy. Kevin Green points to 4,800 ...
Tariff Sell-Off Enters Third Day, Pressure Pins Fed
07 Apr 2025
Contributed by Lukas
Kevin Hincks joins from the Cboe Global Markets after futures lifted significantly off their overnight lows. He points to reports of several dozen cou...
Dan Ives Slashes TSLA & AAPL Price Targets, Expects Major Tariff Headwinds
07 Apr 2025
Contributed by Lukas
Dan Ives shared pessimism with the Schwab Network on Big Tech's future under President Trump's tariff policy. Now, he slashed his $550 price t...
Options Corner: TSLA Bearish Trade
07 Apr 2025
Contributed by Lukas
Rick Ducat and Tom White examine the EV leader: Tesla (TSLA). The stock has struggled in 2025 as investors consider CEO Elon Musk's role with DOGE...
Waddell: "This is the Tariff Pandemic"
07 Apr 2025
Contributed by Lukas
"The market is in COVID land where there will be a bail out," says David Waddell who adds that Pres. Trump's looking to Ronald Reagan...
"This is a Significant Moment in Stock Market History"
07 Apr 2025
Contributed by Lukas
Jay Woods joins Diane King Hall at the NYSE set to examine the state of the tariff-induced selling pressures impacting the U.S. and global economy. Ja...
Chart of the Day: BAC Upgrade
07 Apr 2025
Contributed by Lukas
Ahead of its earnings report on Friday, Bank of America (BAC) was upgraded to Overweight at Morgan Stanley. The big banks kick off a new earnings seas...
Tariff Volatility, Market Pressure Hits Big Tech
07 Apr 2025
Contributed by Lukas
Following intense selling activity at the end of last week, Kevin Green says the damage won't stop until there's a resolution on tariffs. Any ...
Stock Market Morning Minute: Tariff Impact, TSLA, GS
07 Apr 2025
Contributed by Lukas
Ahead of another likely volatile trading session, Tom White recaps the latest from Donald Trump's tariff policy and the ripple effects on the glob...
Tech Corner: AVGO
05 Apr 2025
Contributed by Lukas
As investors react to this week's tariff-induced selling, George Tsilis looks at one of the biggest players in the A.I. semiconductor trade: Broad...
Stock Market This Week: Trump Tariff Sell-Off, Mag 7 Lags, Banks Slip
04 Apr 2025
Contributed by Lukas
This trading week was the worst Wall Street has seen since 2020. President Trump's steeper-than-expected tariff policy ignited a sell-off that bro...
Overlooked Stock: OLLI
04 Apr 2025
Contributed by Lukas
George and Ollie turn to a stock that's up this week... and it's Ollie's! Ollie's Bargain Outlet (OLLI) muscled a rally thanks to its ...
Private Payrolls Take Backseat: Fed and Employers Navigate Tariffs
04 Apr 2025
Contributed by Lukas
Charles Schwab's Cooper Howard says a backward-looking data print took a backseat on the trading session. He believes the uncertainty of tariffs a...
Streible: ‘There’s No Telling How Low’ the Market Will Go
04 Apr 2025
Contributed by Lukas
Phil Streible brings his weekly review of commodity moves. Bitcoin futures have moved higher despite the global equity sell-off – Phil calls it “r...
VIX Options Blown Out, Potential for Bear Trap Over Weekend
04 Apr 2025
Contributed by Lukas
The SPX took another beating Friday as tariff uncertainty continues to grip markets. However, Kevin Green points to bulls attempting an upside run tha...
Purves: Don’t Expect Bull Run for a ‘Long Time’
04 Apr 2025
Contributed by Lukas
Michael Purves puts this week’s sell-off into perspective: “you’re due for some level of consolidation and adjustment” after the strong run of...
Using High Volatility, Inverse ETFs in Tariff-Fueled Environment
04 Apr 2025
Contributed by Lukas
Kevin Kelly of DailyDelta returns to Market On Close to talk about how his firm uses inverse ETFs as markets sell off. He talks about how to use 0dte ...
"A Lot of Damage Done" to TSLA, Batteries & Electronics Next Headwind
04 Apr 2025
Contributed by Lukas
Kevin Green says clarity in Tesla's (TSLA) product roadmap will help the stock rev higher. That said, the company faces tariff headwinds as it get...
Ca$htag$: Best Buy (BBY)
04 Apr 2025
Contributed by Lukas
Likefolio’s Megan Brantley looks at sentiment data on Best Buy (BBY) and its significant tariff exposure to China. “As it stands, if no changes ar...
Kriegel: Business Leaders Need to ‘Surrender to Reality’ Around Tariff News
04 Apr 2025
Contributed by Lukas
Jessica Kriegel discusses the “overlooked” March jobs report from this morning. She emphasizes that this shows the power of narrative over good da...
Crude Oil Oversupply to Keep Prices Low
04 Apr 2025
Contributed by Lukas
Crude oil has fallen to a near-4-year low. Andy Lipow says that between tariffs and OPEC+ bringing more supply onto the market, prices will likely be ...
Armo: "Gonna Take Time" for Tariff Reprieve, 50/50 Chance Fed Cuts in 2025
04 Apr 2025
Contributed by Lukas
Melissa Armo says she was anticipating the current market sell-off since the start of February. She believes the current environment offers more oppor...
Roberts: If Tariffs Stay, ‘We’re Likely to be in a Recession by the End of the Year’
04 Apr 2025
Contributed by Lukas
“I’d be careful selling here,” says Lance Roberts, arguing that because tariffs were worse than expected, any sign of relief could bring the mar...
Employment Data Will Follow Tariffs, Workers "Staying Put"
04 Apr 2025
Contributed by Lukas
Today's private payroll numbers show strength in the employment picture. However, that can change depending on how tariffs impact the economy, acc...
Crypto Corner: Bitcoin's Response to Trump Tariffs
04 Apr 2025
Contributed by Lukas
Crypto investors and equity investors alike are reacting to the latest tariff hikes from the Trump administration. Caroline Woods and Nate Peterson di...
Sports Betting Companies Taking the Losing Side This Year?
04 Apr 2025
Contributed by Lukas
Matt Montefusco talks basketball sports betting, seeing a 15% increase over last year for this year’s NCAA Basketball Tournaments. However, he notes...
The Big 3: ED, HUM, AWK
04 Apr 2025
Contributed by Lukas
Aquiles Larrea turns to three companies he believes will withstand the storm of tariffs and swelling volatility. He talks about the upside potential h...
Tech Rebound Trades in AMZN and MSFT
04 Apr 2025
Contributed by Lukas
Kevin Hincks keeps a bullish tone in two big-tech stocks under pressure: Amazon (AMZN) and Microsoft (MSFT). Using a call diagonal strategy, Kevin org...
Yang: ‘It’s Important to Stay Invested’ Even During Sell-Off
04 Apr 2025
Contributed by Lukas
Joy Yang describes why this period of market volatility and selling is different from others. “We’re in a very risky state right now,” she says,...
Ives: Trump Tariffs "Worst Policy Mistake in Last 100 Years"
04 Apr 2025
Contributed by Lukas
Dan Ives believes there will be an "economic Armageddon" coming with President Trump's tariffs. "It could take the tech industry ba...
Fed Chair Speaks: Should Powell Bail Out Trump?
04 Apr 2025
Contributed by Lukas
Fed Chair Jerome Powell will speak this morning as markets crash and tariff fears grip the U.S. Kevin Green argues that Trump's tariff policy shou...
NVDA, TSLA & AAPL: Charting Mag 7 & Measuring Tariff Resistance
04 Apr 2025
Contributed by Lukas
Nvidia (NVDA) gets 40% of its business from Asia, Tesla (TSLA) gets 22% of its revenue from China, and Apple (AAPL) added exposure to international ma...
‘Less Stick, More Carrot’ for Better Trade Results
04 Apr 2025
Contributed by Lukas
Julian McManus is finding opportunities in the U.S. sell-off and abroad, noting that his fund balances around 50% U.S. with 50% international. He thin...
Markets Will Rebound "On Any Relief," META's Tariff Challenges
04 Apr 2025
Contributed by Lukas
"It's not over yet" when it comes to volatility and downside market action, says George Tsilis. He argues a policy shift from the Trump ...
Tariff Impact of Supply Chain, Stimulus Needs for U.S. Economy
04 Apr 2025
Contributed by Lukas
Andrew Sobko offers a closer look into the supply chain impacts caused by President Trump's tariffs. The sharp decline on warehousing in Asian mar...
"Buckle Up:" SPX Downside Trend & Aggressive VIX Ahead
04 Apr 2025
Contributed by Lukas
"Anything's possible to the upside," says Kevin Green, but he adds that the path of least resistance is down. A news-driven market has g...
UAL & LULU: Bearish Signals of Pinched Consumers
04 Apr 2025
Contributed by Lukas
Diane King Hall turns to two very different companies moving this morning in similar ways. TD Cowen slashed its price target on United Airlines (UAL) ...
Private Payrolls Stronger than Expected, Measuring Impact of DOGE Cuts
04 Apr 2025
Contributed by Lukas
The U.S. added 228,000 jobs in the private sector, per the latest employment report. Evan Sohn calls it a "surprise" as the retail, restaura...
Tariffs Threaten INTC & TSM Tentative Chipmaking Venture
04 Apr 2025
Contributed by Lukas
Intel (INTC) initially soared after The Information reported it and TSMC (TSM) joined a tentative agreement to build their own chipmaking venture. Jen...
"Peak Pessimism" in China Retaliatory Tariffs, Crude Plunge Aids Inflation Woes
04 Apr 2025
Contributed by Lukas
Volatility soared and trading sunk in the premarket hours when China announced 34% retaliatory tariffs on the U.S. Kevin Hincks considers this the sig...
Options Corner: AAPL Under Pressure
04 Apr 2025
Contributed by Lukas
With Apple's (AAPL) broad global exposure to many countries facing higher tariffs like China, Vietnam and India, Rick Ducat and Tom White look at ...
Chart of the Day: NVDA Bearish Pattern?
04 Apr 2025
Contributed by Lukas
In the face of continued trade uncertainty and tit-for-tat tariff responses, Nvidia (NVDA) shares have been hit hard. Ben Watson points to technical p...
March Jobs Report Beats Estimates, But Does it Matter?
04 Apr 2025
Contributed by Lukas
As markets are surrounded by selling pressures due to retaliatory tariff actions from China, Noah Yosif from the American Staffing Association discuss...
Kaufman: "Impossible To Figure Out This Situation"
04 Apr 2025
Contributed by Lukas
"We've gone from uncertainty to paralysis" in the markets, says Wayne Kaufman. He joins Diane King Hall at the NYSE to bring his long-te...
"Fear Taking Place" As China Responds to Trump Tariffs
04 Apr 2025
Contributed by Lukas
Following Thursday's sell-off — the biggest one-day loss since 2020 — equity futures roil once again in response to China imposing retaliatory...
INTC/TSMC Tie-Up: Chipmakers' New Venture
04 Apr 2025
Contributed by Lukas
Jenny Horne details the reported agreement between Intel (INTC) and TSMC (TSM) to start a new joint venture to take over control of INTC manufacturing...
Stock Market Morning Minute: Tariff Sell-Off, TSLA, AAPL
04 Apr 2025
Contributed by Lukas
China's retaliatory 34% tariffs hike on U.S. imports has exacerbated equity selling and overall market pressure. Tom White examines the fallout fr...
Stock Market Today: Steep Tariff Sell-Off, INTC & TSM Joint Venture, RH 5-Year Low
03 Apr 2025
Contributed by Lukas
Markets had their worst day since 2020. The NDX plunged more than 5% while the SPX entered correction territory by tumbling close to 5%. President Tru...
We've Seen Worse Than Tariffs, Which Are Likely Disinflationary
03 Apr 2025
Contributed by Lukas
Tariffs exceeded the 25% that OJ Renick hoped we'd stay under, but in terms of black-swan risks, we've seen much worse — and so recently, he...
Lee: Tariffs "Unfairly" Blamed, Long-Term Bull Case for Tariffs
03 Apr 2025
Contributed by Lukas
William Lee takes the contrarian route with tariffs after markets plunged in its worst session in five years. He offers a "rat poison" analo...
Longer Tariff Negotiations Equals More Bearish Stock Outlook
03 Apr 2025
Contributed by Lukas
As tariffs grip stocks, Charles Schwab's Nathan Peterson tells investors that bearish sentiment will linger the longer negotiations go on. Another...
Gertken: Hopes of Ukraine/Russia Peace Deal Why Europe Markets Holding Up
03 Apr 2025
Contributed by Lukas
Matt Gertken thinks there will be a Russia/Ukraine peace deal this year. He thinks this is why European stocks are holding up despite the “trade war...
Tariff Chainsaw Cuts Into SPX, Trading VIX Amid Downturn
03 Apr 2025
Contributed by Lukas
The SPX had its worst day since 2022 as investors dumped their holdings following President Trump's tariff announcement. Kevin Green urges investo...
Kirsch: "Don't See the Point" in Investing Right Now, Navigating Tariff Volatility
03 Apr 2025
Contributed by Lukas
Danny Kirsch returns to Market On Close and talks about all things volatility. With markets still reeling from Trump's tariffs, he sees investors ...
Roche: Consumers Aren’t ‘Strong Enough’ to Bear Tariffs
03 Apr 2025
Contributed by Lukas
Cullen Roche says that markets are losing sight of the fact that things were “already dicey” economically even before tariffs. He calls the next 1...
Why the Dollar Isn’t Rising on Tariffs
03 Apr 2025
Contributed by Lukas
Jeffrey Kleintop expects excluded categories like semiconductors and pharmaceuticals to have tariffs announced by April 9: “there’s more bad news ...
Reacting to RH Earnings & Outlook
03 Apr 2025
Contributed by Lukas
Eric Clark and Greg Portell give their takeaways from RH’s (RH) earnings and outlook. Greg says that $100 billion in productivity will be destroyed ...
Tech Valuations Plunge, 5-10% Additional Correction Possible
03 Apr 2025
Contributed by Lukas
Tim Urbanowicz believes President Trump's tariffs are a "starting point for negotiations" to remove trade barriers, but he's concern...
Today’s Plunge ‘Big Bag of Nothing’, Brace for ‘A Lot Worse’ Ahead
03 Apr 2025
Contributed by Lukas
George Seay looks at other historical market plunges to call today a “big bag of nothing.” However, he expects it to get “a lot worse before it ...
Tax Tips: Extensions, Side Hustles, Crypto
03 Apr 2025
Contributed by Lukas
Mark Kohler gives tax advice two weeks ahead of the deadline. “Pay what you think you owe” and then file for an extension, he says, which “reduc...
GOOGL A.I. Adaptability to Make Stock "Steal of the Century"
03 Apr 2025
Contributed by Lukas
Alphabet (GOOGL) is trading near a year-low after slipping more than 25% from all-time highs just a couple months before. LikeFolio's Landon Swan ...
Retail Guidance Doesn’t Include Tariffs: What’s Next?
03 Apr 2025
Contributed by Lukas
“Companies have not guided for this next round” of tariffs, says Karen Short. She looks at retailers that are not as exposed to tariffs but says m...
360 Round Debate: Market Oversold or a Drop Still to Come?
03 Apr 2025
Contributed by Lukas
Phil Blancato and Eric Winograd discuss the market sell-off. Phil considers it “overdone”, citing strong economic data. He says this is an opportu...
The Big 3: IBM, VZ, V
03 Apr 2025
Contributed by Lukas
Dan Deming looks at three companies he believes will withstand the tariff storm. One stock managed to climb higher despite the market sell-off. Dan di...
Bond Market Signals Deflation: High-Quality Structured Credits Stand Out
03 Apr 2025
Contributed by Lukas
Sean Dranfield joins Oliver Renick to discuss the bond market and its recent moves. He argues that the 10-year Treasury yield's significant decline si...
Bullish NVDA and TSLA Trades with Defined Risk
03 Apr 2025
Contributed by Lukas
Nvidia (NVDA) and Tesla (TSLA) are in focus today as the market sell-off continues. Kevin Hincks shares example trades to play a potential bounce in t...
AMZN TikTok Bid: Can it Generate Buzz for Pricing Power?
03 Apr 2025
Contributed by Lukas
Caroline Woods turns to the new developments on Amazon's (AMZN) TikTok bid. She notes the Mag 7 company's offer to buy the social media giant ...
"Use This Dip as a Buying Opportunity," AAPL & NVDA Options Trades
03 Apr 2025
Contributed by Lukas
Certainty on tariffs presents an opportunity on markets to build on the "worst case scenario" seen Wednesday, says James Demmert. He still e...
RH Down 40% Post-Tariffs, TJX & ROST Upgrade, BBY Downgrade
03 Apr 2025
Contributed by Lukas
RH is down an astounding 40% after President Trump's tariff announcement rocked Wednesday's earnings call. Diane King Hall points out that its...
"Pullback on the Horizon:" SPX Bearish Technicals Still Intact
03 Apr 2025
Contributed by Lukas
Today's sharp selling action at the open is something Kevin Green suggests could get worse. The question rides on how swift the pullback can occur...
Bear Market & Recession Probability, Investors Eye International Stocks
03 Apr 2025
Contributed by Lukas
Charles Schwab's Liz Ann Sonders believes markets did not price in the extremes seen in Wednesday's tariff announcement. She talks about the p...
Big Tech & Retail Face "Worse Than the Worst Case Scenario"
03 Apr 2025
Contributed by Lukas
Dan Ives with Wedbush says President Trump's tariffs are "worse than the worst case scenario." Apple (AAPL) and Nvidia (NVDA) are at the...
"Deafening" Market Rhetoric: Futures Sell Off, Long-Term Focus Key
03 Apr 2025
Contributed by Lukas
Kevin Hincks urges investors to stay calm and look 3-9 months in the future when it comes to your portfolio. Reporting from the Cboe Global Markets, K...
Options Corner: DAL Descends Amid Market Weakness
03 Apr 2025
Contributed by Lukas
Rick Ducat examines the chart of Delta Airlines (DAL) which has been a steady downtrend since hitting highs in January. Rick points to heavy trading v...
Emons: Tariffs "Far Worse Than Expected"
03 Apr 2025
Contributed by Lukas
"What we got was really a different calculation," says Ben Emons. He says there's really "very few highlights" across the glob...
Riesgo: Trump Taking "Disruptor-in-Chief" & "Maximalist" Position
03 Apr 2025
Contributed by Lukas
Ahmed Riesgo looks at the "high-risk, high-reward" position that President Trump's tariff policy will have on the U.S. economy. For imme...
Chart of the Day: AAPL Tariff "Target"
03 Apr 2025
Contributed by Lukas
Ben Watson joins Diane King Hall with a look at the iPhone maker in the wake of heavy selling pressures due to Pres. Trump's tariff policy announc...
Tariffs Spark Market Tumult & Sell-Off Concerns
03 Apr 2025
Contributed by Lukas
Investors are bracing for a bumpy Thursday trading session after the Trump administration announced its wide-ranging tariff policy. Kevin Green explai...
Stock Market Morning Minute: Sell-Off, AAPL, LULU
03 Apr 2025
Contributed by Lukas
Tom White looks at premarket selling pressures following the announcement of Pres. Trump's tariff policy. Among some of the hardest hit stocks, Ap...
Stock Market Today: Trump's Tariffs, TSLA Rallies, AMZN Eyes TikTok Bid
02 Apr 2025
Contributed by Lukas
Markets rallied during the session but plunged after hours as President Trump began to outline his tariff plans on foreign countries. They include a 2...
Doubling Down on Relief Rally; Crypto Green
02 Apr 2025
Contributed by Lukas
Bulls are building momentum and OJ Renick is arguing the optimistic outlook once again — at least on the notion of tariff-driven volatility. As a bo...
Trump Announces Tariffs, Market Buying "Pent Up Demand"
02 Apr 2025
Contributed by Lukas
President Donald Trump took the podium after hours to go over parts of his tariff agenda. George Tsilis joins for the breaking news, which includes 25...
Market Rally Hinges on Tariff Clarity, Lack of Retaliation
02 Apr 2025
Contributed by Lukas
A lack of clarity from tariff policy will equate to chaos in the markets, says Charles Schwab's Jeffrey Kleintop. He notes the recent rallies as s...