Schwab Network
Episodes
XPEV Earnings Reaction: China EV Makers Taking on TSLA
18 Mar 2025
Contributed by Lukas
Anthony Sassine examines Xpeng (XPEV) after the company's 4Q earnings report. The China EV maker says 4Q deliveries increased 52.1% Y/Y. Sassine d...
MSFT "Strengthens" Cybersecurity Partnership with Proofpoint
18 Mar 2025
Contributed by Lukas
Darren Lee, EVP and GM of the Threat Protection Group at Proofpoint joins Diane King Hall at the NYSE to discuss the company's global strategic al...
Chart of the Day: Apple (AAPL)
18 Mar 2025
Contributed by Lukas
Ben Watson’s Chart of the Day is Apple (AAPL). He shows support/resistance areas and some trends to watch on short and long-term time frames.=======...
What to Expect from NVDA GTC, FOMC Meeting
18 Mar 2025
Contributed by Lukas
Kevin Green discusses the highly anticipated keynote address from Nvidia (NVDA) CEO Jensen Huang. He believes the company will share updates on its te...
BYD 'Super' Charges EV Technology, Shares Soar
18 Mar 2025
Contributed by Lukas
Chinese EV maker BYD (BYDDY) announced plans to roll out its new quick charging EV technology. The company boasts a 5-minute charge, which it believes...
Stock Market Morning Minute: TSLA, XYZ, RL
18 Mar 2025
Contributed by Lukas
Tesla (TSLA) faces another price target cut to begin the week. Block (XYZ) catches an upgrade to an Outperform rating. And, Ralph Lauren (RL) receives...
"Financial Feminist" Author on Breaking Down Barriers for Women Investors
17 Mar 2025
Contributed by Lukas
Tori Dunlap of Her First 100K is fighting for women's financial rights. She joins Diane King Hall to discuss her journey from running vending mach...
Stock Market Today: NVDA GTC Conference, INTC CEO Plan, TSLA Sells
17 Mar 2025
Contributed by Lukas
Stocks continued Friday's rally with the RUT leading the charge in today's session. Intel (INTC) became one of the SPX's top performers of...
Rotation to FXI, EFA a Headwind for SPX Ex-MAGS
17 Mar 2025
Contributed by Lukas
Stocks had a good bounce on Monday but they're probably going to need the help of the $MAGS if $SPX wants to keep up with a global rotation into $...
Overlooked Stock: CALM
17 Mar 2025
Contributed by Lukas
Consumers have been hoping eggs prices crack as costs have soared. One company, Cal-Maine Foods (CALM), is an egg producer that captured investor inte...
All Eyes on Fed: Growth v. Inflation Outlook
17 Mar 2025
Contributed by Lukas
Fed Chair Jerome Powell will address the U.S. following the FOMC's interest rate decision this Wednesday. Charles Schwab's Collin weighs if th...
Market Broadening but Not Enough
17 Mar 2025
Contributed by Lukas
Scott Bauer looks at the U.S. dollar moving lower and the current market breadth. He also examines copper futures after their recent rise.======== Sch...
SPX Signs of Bearish "Unwinding" & What to Watch in Small Caps
17 Mar 2025
Contributed by Lukas
While the Mag 7 underwhelmed today, Kevin Green notes market breadth remained strong. He argues, "it's harder to sell off 493 names" ove...
Watch Klarna’s Banking Arm Amid Fintech Competition
17 Mar 2025
Contributed by Lukas
Dean Quiambao examines the fintech space as Klarna announces its intention to IPO and announces an exclusive partnership with Walmart (WMT). “What m...
Overvaluation’ Concentrated in Mag 7: Other Opportunities
17 Mar 2025
Contributed by Lukas
“From a valuation standpoint, you have some cover going overseas,” says Marta Norton. “The real overvaluation has been concentrated in the Mag 7...
Belton: 'Stick with Mega Caps,' AMZN Gen A.I. Capabilities & GOOGL Great Value
17 Mar 2025
Contributed by Lukas
John Belton believes the Mag 7 group still holds lots of power and remains a compelling buy overall. As for specific trades, John mentions Amazon's (A...
Choosing Between "Discount" Mag 7: A.I., Growth Drivers & Balance Sheets
17 Mar 2025
Contributed by Lukas
If there was ever a time to buy into the Mag 7, both Jason Ware and Matt Orton agree now is the time to invest. Jason points to the companies' rel...
Are You a Midwestern Millionaire?
17 Mar 2025
Contributed by Lukas
Joe Schmitz highlights his new book, The Midwestern Millionaire, discussing the phenomenon of blue-collar millionaires and the financial strategies th...
Tech ‘Has to Be’ in Your Portfolio
17 Mar 2025
Contributed by Lukas
Despite slowing growth, Scott Ladner does not expect a recession and thinks that the market will move higher this week. U.S. tech “has to be” in y...
"UBER Disruption:" Company's Autonomous Catalyst to TSLA, LYFT & Waymo
17 Mar 2025
Contributed by Lukas
"Millions of consumers rely on Uber," says LikeFolio's Megan Brantley, which she considers an excellent indicator that Uber Technologies...
'Pockets of Strength’ in Retail: DG, WM
17 Mar 2025
Contributed by Lukas
Anthony Ferry discusses the “pockets of strength” in retail, including personal care and food & beverage. He talks about what could trigger ma...
NVDA GTC 2025: Breakout Catalyst or Non-Event?
17 Mar 2025
Contributed by Lukas
Caroline Woods notes 92% of analysts hold bullish sentiment around Nvidia (NVDA) heading into the company's GTC conference. Some are confident it ...
Options Trades in NVDA and AAPL
17 Mar 2025
Contributed by Lukas
As Nvidia's (NVDA) GTC conference kicks off, Kevin Hincks looks at a call diagonal options trade in the A.I. chipmaker. Then, Kevin puts together ...
The Big 3: AVGO, PLTR, ARM
17 Mar 2025
Contributed by Lukas
Joel Hawthorne turns to the A.I. trade in today's Big 3 to explain the promise he sees despite recent pullbacks. He talks about Broadcom's (AV...
Retail Winners to Watch: DKS, BJ & More
17 Mar 2025
Contributed by Lukas
Eric Brackman and Charlie O’Shea review today’s Retail Sales data and discuss how consumers and businesses are still recovering from Covid. Charli...
NFLX Competitors are Social Media, not Other Streamers
17 Mar 2025
Contributed by Lukas
Kenneth Leon of CFRA looks at Netflix (NFLX), saying it has “disciplined” spending on content and has “great” customer experience. He talks ab...
The Ultimate Goal of ‘Reciprocal Tariffs’
17 Mar 2025
Contributed by Lukas
“This might be a negative GDP quarter, but that doesn’t mean we’ll have a recession,” says Don Luskin. However, he thinks fundamentals for the...
Homebuilders Gearing Up to Expand Despite Broad Nervousness
17 Mar 2025
Contributed by Lukas
Brad Hunter looks at housing economics and the nervousness among homebuilders and buyers. However, he notes that homebuilders are making moves to expa...
Klarna's WMT Partnership Leads to AFRM Sell-Off &, WMT Options Trade
17 Mar 2025
Contributed by Lukas
Not only did Klarna file for IPO today, but the company also inked a deal with Walmart (WMT) to become the retail giant's buy now, pay later provi...
NFLX Gets New Bull, RDDT Gets New Bear & NCLH Upgrade
17 Mar 2025
Contributed by Lukas
It's a mixed picture on the tech front for analysts this morning. Netflix (NFLX) got an upgrade from MoffettNathanson off its monetization prospec...
Stay Aware of SPX Options Flows, NVDA Bull Flag
17 Mar 2025
Contributed by Lukas
Kevin Green says bulls need to defend $5600 this week in order to hold ground against weeks of bearish action. One potential disruptor: OPEX expiratio...
GIS M&A Opportunities, Example Trade
17 Mar 2025
Contributed by Lukas
Arun Sundaram of CFRA checks in on consumer staples, expecting headwinds for packaged foods especially. He previews General Mills (GIS) earnings, wher...
Dealing with ‘Angst’ in S&P 500 Correction
17 Mar 2025
Contributed by Lukas
Michael Shaoul says the Fed has a limited amount of time to signal dovishly. He is surprised by the “degree of angst” in the S&P 500 and react...
Measuring Trump Policy's Fed Impact & Retail Sales Miss Estimates
17 Mar 2025
Contributed by Lukas
Treasury Secretary Scott Bessent affirmed over the weekend that he and the Trump administration are not worried about the stock market, calling correc...
Mizuho Trims TSLA Price Target Amid 8-Week Losing Streak
17 Mar 2025
Contributed by Lukas
Tesla (TSLA) got a price target cut from Mizuho to $430 from $515, though the firm still sees promise in future prospects. Jenny Horne notes Mizuho...
Options Corner: NFLX Upgrade
17 Mar 2025
Contributed by Lukas
Following an upgrade to Netflix (NFLX), Rick Ducat points to technical levels on the chart to watch. In terms of options, Tom White provides an exampl...
Discretionary Spending Continues to Tighten
17 Mar 2025
Contributed by Lukas
Raul Shah reacts to the Retail Sales data, saying the results “make sense” and think the numbers show “more than seasonality.” He’s focusing...
Larrea: PLTR "Uniquely Positioned" in A.I. & "Pull Back Your Expectations" on NVDA
17 Mar 2025
Contributed by Lukas
Aquiles Larrea still likes Nvidia (NVDA) but says it may be a "slower growth story" now, as he pulls back expectations for the A.I. chipmake...
Chart of the Day: Royal Caribbean (RCL)
17 Mar 2025
Contributed by Lukas
Rachel Dashiell’s Chart of the Day is Royal Caribbean (RCL). She looks at a 90-day chart and a longer-term chart, pointing out areas of support and ...
U.S. Growth Expectations Cut, What to Watch This Week
17 Mar 2025
Contributed by Lukas
Kevin Green joins the Movers show with a preview of this week's trading action. KG looks at the pending retail sales data but also a key internati...
Stock Market Morning Minute: TSLA, NCLH, NFLX
17 Mar 2025
Contributed by Lukas
Tesla (TSLA) starts the week with a price target cut. Norwegian Cruise Line (NCLH) gets a bullish analyst call. And, Netflix (NFLX) receives an upgrad...
Stock Market This Week: AAPL & Airlines Plunge, INTC CEO Rally
14 Mar 2025
Contributed by Lukas
Friday bolstered a huge rally but it wasn't enough to reverse a red week on Wall Street. Major selling action across the Mag 7 caused all indices ...
How High Could Stocks Go? AAPL, NVDA, SPX
14 Mar 2025
Contributed by Lukas
Stocks finally got the support OJ Renick was looking for on Friday — now the question is, how high could they go?======== Schwab Network ========Emp...
Overlooked Stock: PD
14 Mar 2025
Contributed by Lukas
PagerDuty (PD) is a digital operations platform that peaked back in 2021 until finding a resurgence Friday due to its earnings-led rally. Analysts ret...
Short-Duration Bonds & Excluded Securities Gain Traction
14 Mar 2025
Contributed by Lukas
Karen Veraa-Perry says the bond market could continue to be a hedge against equities volatility. She also sees demand for municipal bonds, however she...
Gold Trading Near $3,000: Still a Buy?
14 Mar 2025
Contributed by Lukas
Gold climbed to $3,000 on Thursday, and Nigam Arora says there's a 65% chance the metal will move higher short-term. He remains bullish on the commodi...
"Bonds are Back:" Munis in Focus Amid Volatility & Incoming Fed Rate Decision
14 Mar 2025
Contributed by Lukas
"March is a difficult month for muni market," says Charles Schwab's Cooper Howard. He doesn't consider bonds the catalyst for volatility but admits it...
Tech Corner: CRWD
14 Mar 2025
Contributed by Lukas
Crowdstrike (CRWD) recently tapped three-month lows shortly after its earnings report, trending down with general market weakness. George Tsilis turns...
SPX Ends Strong on Red Week, Signs for Melt-Up Next Week
14 Mar 2025
Contributed by Lukas
Markets closed down yet again this week but the SPX shows signs for a reversal next week. Kevin Green points to waning VIX and growing RSI as bullish ...
DailyDelta's New 0DTE ETFs: Goal of "Risking Less to Make More"
14 Mar 2025
Contributed by Lukas
Kevin Kelly discusses DailyDelta's new Q100 Upside (QUP) and Downside (QDWN) ETFs that use 0DTE options calls. He urges investors to know that the...
Gifford: Correction Healthy for Market, TSLA, PLTR & MSTR Top Picks
14 Mar 2025
Contributed by Lukas
Eddy Gifford returns to The Watch List to explain why he sees the latest market correction as a healthy one. As for his top stock picks, he sees Tesla...
Consumer Sentiment Continues to Slide, What it Means for Markets Ahead
14 Mar 2025
Contributed by Lukas
The latest consumer sentiment report dropped again with tariffs being the clear culprit for the downward shift. Jeff Weniger and Byron Anderson talk a...
AMZN King in Retail & Cloud, PGR Defensive Pick, Software's A.I. Edge
14 Mar 2025
Contributed by Lukas
Jed Ellerbroek talks about his top stock picks as tariff uncertainty continues to circulate in the markets. He labels Amazon (AMZN) as a dominant comp...
Rebalancing Risk with Stability: NVDA v. Growth v. Europe
14 Mar 2025
Contributed by Lukas
Michael Landsberg says Friday's rally shows a turnaround in market momentum, though he's not convinced risk-on sentiment will last. He talks a...
'Fear and Uncertainty' in Consumer Sentiment Lingers Beyond Report
14 Mar 2025
Contributed by Lukas
There will be "more shoes to drop" when it comes to consumer sentiment, according to Eddie Yoon. Among the tell-tale signs: DOGE, and how th...
PLTR Rallies Off R1 Partnership, Expands A.I. Footprint
14 Mar 2025
Contributed by Lukas
Palantir (PLTR) will partner with R1 to create the "R37" A.I. powered lab that aims to simplify healthcare payments and save the healthcare ...
LikeFolio: Airline Demand Hits Tarmac, Long-Term Prospects Expected to Soar
14 Mar 2025
Contributed by Lukas
LikeFolio's data shows overall web visits down for airlines across the board. Lower consumer interest falls in line with Southwest Airlines (LUV) ...
'Surprised' to See ULTA Rally, 2025 Remains Tough Year for Company
14 Mar 2025
Contributed by Lukas
Melissa Armo says she's "surprised" to see Ulta Beauty (ULTA) jump off its latest earnings despite tariffs looming over the retail indus...
The Big 3: MSTR, OKTA, IBM
14 Mar 2025
Contributed by Lukas
Prosper Trading Academy's Charles Moon turns to three names that have seen significant moves in recent weeks: Strategy (MSTR), Okta Inc. (OKTA) an...
Why High-Quality Munis Could Be a Smart Buy Amid Volatility
14 Mar 2025
Contributed by Lukas
Lyle Fitterer discusses why he's optimistic about municipal bonds despite volatility's grip on markets. He also shares his thoughts on the Fed...
Walser: "We're Not Done" with Downside, Global Headwinds Persist
14 Mar 2025
Contributed by Lukas
Rebecca Walser still expects further correction in the markets despite Friday's rally erasing some red marks on the week. President Trump's ta...
Options Trades: NVDA & PLTR Rebound
14 Mar 2025
Contributed by Lukas
Tech is leading a rebound rally heading into the weekend, with Nvidia (NVDA) and Palantir (PLTR) at the forefront. Kevin Hincks offers example options...
NVDA GTC Conference Catalyst to Shake DeepSeek
14 Mar 2025
Contributed by Lukas
Nvidia (NVDA) will be in focus next week as investors await new products and tech improvements at the company's GTC 2025 conference. Jeff Pierce consi...
International Plays: China's "Cheap Valuation" & TSM A.I. Leadership
14 Mar 2025
Contributed by Lukas
It's no secret international stocks have outperformed the U.S. so far in 2025, and Paulina McPadden says there's plenty of opportunity for inv...
U.S. v. China in Automotive A.I. & Options Trades in TSLA
14 Mar 2025
Contributed by Lukas
LI Auto (LI) beat in earnings and saw a notable increase in vehicle deliveries. This, as BYD Co. (BYDDY) and XPeng (XPEV) delivered astronomical stock...
DOCU & ULTA Rally on Earnings, AXP Upgrade
14 Mar 2025
Contributed by Lukas
Diane King Hall turns to a pair of earnings winners in Docusign (DOCU) and Ulta Beauty (ULTA). For Ulta, its partnerships and same-store sales generat...
SPX Battle to Hold Levels & VIX Down, SPX Down Scenario
14 Mar 2025
Contributed by Lukas
Kevin Green says the SPX "just being able to hold" will serve as a victory for bulls heading into the weekend. One trend he will watch is a ...
Using Dividend-Focused ETFs to Counter Volatility
14 Mar 2025
Contributed by Lukas
Dina Ting talks about the ways investors can counter highly-volatile markets. She notes it's important to have equity exposure despite a choppy ma...
TSLA Valuation Balancing, Dan Ives Stays Bullish on AAPL
14 Mar 2025
Contributed by Lukas
Tesla's (TSLA) valuation shrunk significantly during its 50% pullback from all-time highs. Jenny Horne notes the company is still trading a 99x ea...
Options Corner: AAPL 7-Month Low
14 Mar 2025
Contributed by Lukas
Apple (AAPL) is facing a possible loss of 10 million iPhone sales in a worst-case scenario according to Dan Ives from Wedbush. Rick Ducat examines the...
"Markets are Very Fragile"
14 Mar 2025
Contributed by Lukas
As markets continue to experience volatility and sensitivity to headlines around tariffs, Jonathan Corpina of Meridian Equity Partners says that some ...
NABL CEO on 2025 Catalysts and Cybersecurity Business
14 Mar 2025
Contributed by Lukas
N-Able (NABL) CEO John Pagliuca sits down at the New York Stock Exchange to discuss the company's software platform and data protection business, ...
Chart of the Day: Tesla Shows Signs of Bottoming Out
14 Mar 2025
Contributed by Lukas
Tesla (TSLA) fell 57% in 82 days from its high, but has shown signs that the stock could have already hit its bottom. Rachal Dashiell sees a bullish e...
Semiconductors Could Signal Market Rebound, Gold hits $3,000
14 Mar 2025
Contributed by Lukas
With the S&P 500 entering correction territory, strength from the semiconductors could show that investors are ready to buy the dip on the overall...
Stock Market Morning Minute: TSLA, DOCU, AXP
14 Mar 2025
Contributed by Lukas
Tesla (TSLA) gets a price target cut, Docusign (DOCU) rallies after earnings, and American Express (AXP) gets a bullish call from Baird.======== Schwa...
Stock Market Today: INTC New CEO Rally, MSFT Upgrade, ORCL Eyes TikTok
13 Mar 2025
Contributed by Lukas
The trend of fading rallies continued today as all indices closed in the red. The SPX also entered correction territory. A notable winner of today'...
Gold, Dollar Bounce Add New Angle to Selloff
13 Mar 2025
Contributed by Lukas
Gold's breakout amid a firming in the U.S. dollar on Thursday adds a curious new angle to the story of the stock selloff, says OJ Renick -- and it...
EARNINGS ALERT: RBRK
13 Mar 2025
Contributed by Lukas
Rubrik (RBRK) traded higher after hours following a beat in earnings and guidance. The data security company launched its IPO less than a year ago, an...
SPX Enters Correction, Selling May Not be Over
13 Mar 2025
Contributed by Lukas
The SPX closed near its session lows, something Charles Schwab's Nathan Peterson considers a bearish sign heading into Friday. He believes the bul...
Market Pullbacks Are 'Healthy' for Long-Term Growth
13 Mar 2025
Contributed by Lukas
Stocks are reeling after another brutal session. Is this the flush before a potential bounce back? Kevin Davitt says this kind of pullback is normal a...
Streible Warns of Gold's Surge & Sees Silver as Short-Term Play
13 Mar 2025
Contributed by Lukas
Gold's big move is music to some investors' ears, but Phil Streible warns of potential "damage" ahead. He explains why gold's re...
SPX Continues Downside Slip, Bearish Options Tether Index
13 Mar 2025
Contributed by Lukas
Bears pull the SPX down further as low liquidity remains a dominant issue for the index. In the options, Kevin Green notes there's not many bulls ...
European Investments Outshine U.S. on Policy & Value
13 Mar 2025
Contributed by Lukas
Michelle Gibley says Europe could be the sweet spot for investors looking for growth outside the U.S. With cheap valuations and earnings estimates bei...
DG Shares Soar: Earnings Beat and Guidance Raise
13 Mar 2025
Contributed by Lukas
Dollar General (DG) shares are up after the discount retailer beat on earnings and raised guidance, despite a tough retail landscape. But beneath the ...
Limbaugh Holdings' (LMBH) Growth Amid Economic Challenges
13 Mar 2025
Contributed by Lukas
Mike McCann joins the show to discuss the current state of the ENC space and how his company is differentiating itself through a focus on existing bui...
Volatility "Lower Than it Should Be:" Investing in Tariff-Driven Market
13 Mar 2025
Contributed by Lukas
Arnim Holzer says the market moves show what happens when a "uniquely unorthodox president" clashes with an "orthodox market." He urges investors to u...
Correction a "Buying Opportunity" After Valuations Realign
13 Mar 2025
Contributed by Lukas
The SPX has entered correction territory, but Jeremiah Reithmiller tells investors not to panic. He considers the selling action a future buying oppor...
ORCL Eyes TikTok Management & Evolution of "Decentralized" Media
13 Mar 2025
Contributed by Lukas
According to a report from The Information, Oracle (ORCL) is a top candidate for U.S. ownership of TikTok. Solo Ceesay talks about how the deal can im...
Ca$hTag$: DocuSign's (DOCU) AI Growth Story Still Strong
13 Mar 2025
Contributed by Lukas
DocuSign (DOCU) has tumbled since its last earnings high. Likefolio's Andy Swan breaks down the data and makes the case for why DOCU's AI-driven growt...
Luxury Home Sales Soar: Housing Market Trends
13 Mar 2025
Contributed by Lukas
The U.S. housing market is a mixed bag - record sales in luxury markets, but uncertainty and high prices are keeping many potential buyers on the side...
Market Sell-Off End in Sight? Plus, How Gold Hits $3000
13 Mar 2025
Contributed by Lukas
Is the market sell-off near its end? Bill Baruch shares his insights on the current market environment. He believes that although there's been a b...
DOCU Long-Term Bull Case, Growth Slowing Short-Term
13 Mar 2025
Contributed by Lukas
Investopedia's Caleb Silver poses the question to investors considering Docusign (DOCU) for their portfolios: "can I invest in Docusign as a ...
The Big 3: SMCI, CL, ZM
13 Mar 2025
Contributed by Lukas
Alan Knuckman sees lots of upside potential in Supermicro (SMCI), as long as its stock can break through $45. He later highlights the bullish trends h...
ULTA Outlook Crucial in Market with "No Faith" in Turnaround
13 Mar 2025
Contributed by Lukas
Caroline Woods notes positives in Ulta Beauty's (ULTA) earnings but says now is the time to double down on guidance. The latest downside action in...
AAPL, BA and Example Options Trades
13 Mar 2025
Contributed by Lukas
Kevin Hincks looks at 2 megacap stocks in today's Daily Trader: Apple (AAPL) and Boeing (BA). As AAPL shares hit multi-month lows, Kevin looks at ...
NVDA's Opportunity to Reclaim Market Leadership, Bearish AAPL Take
13 Mar 2025
Contributed by Lukas
OptionsPlay's Tony Zhang believes Nvidia (NVDA) holds a lot of value as it trades at 25x forward earnings. He offers a bullish example options tra...
Sundaram: DG Earnings Pop Doesn't 'Change Thesis,' Has Ways to Go
13 Mar 2025
Contributed by Lukas
"Expectations have been lowered for many years" around Dollar General (DG), says Arun Sundaram. He anticipates expectations to remain lowere...
PATH Sells & Cites DOGE Concerns, AEO at 52-Week Lows
13 Mar 2025
Contributed by Lukas
UiPath (PATH) slipped 18% by the opening bell and got bearish reaction from analysts following its earnings. As Diane King Hall adds, the Department o...
KG Dissects the Reason for Indecision for Bulls & Bears
13 Mar 2025
Contributed by Lukas
Kevin Green calls $5630 critical resistance levels bulls need to break in the SPX. He offers two perspectives on the index by turning to the SPX inver...
Expect "More Pain" as Market Finds Bottom & Beaten-Down Names to Buy
13 Mar 2025
Contributed by Lukas
Have markets reached the bottom of turbulent selling action? Mish Schneider highlights the levels she's watching in the SPX where she expects a bo...