Schwab Network
Episodes
ADBE Dives, INTC Jumps After Adding CEO
13 Mar 2025
Contributed by Lukas
Adobe (ADBE) slips despite 1Q earnings beating Street expectations. Jenny Horne looks at analyst activity, pointing to several price target cuts on th...
Soft PPI, FedWatch Near "Zero" for March Cut
13 Mar 2025
Contributed by Lukas
Kevin Hincks is surprised that a March rate cut is not on the table, saying it's near zero on the CME FedWatch tool. He discusses the latest infla...
"Low Bar" Beat for DG, U.S. Consumer Strength Key to Business
13 Mar 2025
Contributed by Lukas
James Demmert says Dollar General (DG) didn't wow in its 4Q earnings report calling it a "surprise" to see shares up. "There is obv...
Options Corner: BA Momentum Building?
13 Mar 2025
Contributed by Lukas
Shares of Boeing (BA) have pulled back from 2025-highs in February. Following a bullish call from Citi, Rick Ducat examines the aerospace giant's ...
Kaufman: 'Inflation is Dissipating, Hopefully'
13 Mar 2025
Contributed by Lukas
Wayne Kaufman joins Diane King Hall at the NYSE with an optimistic view after back-to-back inflation prints come in cooler-than-expected. He discusses...
Chart of the Day: MU
13 Mar 2025
Contributed by Lukas
Micron (MU) earnings are set to report next week. Ben Watson swings by to take a look at the range-bound price action on its chart. The company is abo...
INTC Pops on New CEO, MSFT "Key Shelter in the Storm"
13 Mar 2025
Contributed by Lukas
Kevin Green takes a look at two tech stocks on the move: Intel (INTC) and Microsoft (MSFT). Intel named a new CEO late Thursday. Lip-Bu Tan joins the ...
Stock Market Morning Minute: INTC, ADBE, BA
13 Mar 2025
Contributed by Lukas
Intel (INTC) appoints a new CEO to turnaround the flailing semiconductor company. Adobe (ADBE) shares fall despite a beat in the company's latest ...
Stock Market Today: MAG 7 (minus AAPL) Rebound, INTC New CEO
12 Mar 2025
Contributed by Lukas
Following a cooler CPI print, equities rallied with the tech sector leading the way. Among the winners: Tesla (TSLA) and Nvidia (NVDA). The EV maker&#...
Gold Shines Amid Market Volatility
12 Mar 2025
Contributed by Lukas
Gold and other metals are shining bright as investors seek safety from market volatility. Dan Deming joins Oliver Renick to break down the recent pric...
Why Fixed Income Could Surge in 2025
12 Mar 2025
Contributed by Lukas
Jack Fischer discusses why fixed income is due for a comeback in 2025. With yields near 10-year lows and spreads tight, Jack sees a buying opportunity...
SPX & NDX Breakout Potential, Brace for Violent Price Action
12 Mar 2025
Contributed by Lukas
Market breadth and a slight volume increase gave bulls the edge in the SPX despite intraday volatility. Kevin Green still says "we're not out...
Bulls Take Baby Steps to Rally
12 Mar 2025
Contributed by Lukas
Yesterday's sprouts of hope yielded the tiniest of victories for bulls Wednesday, says OJ Renick -- it may not be much, but baby steps still count...
EARNINGS ALERT: PATH
12 Mar 2025
Contributed by Lukas
UiPath (PATH) shares plummet after its 4Q revenue misses Wall Street estimates. The company announced an acquisition of Peak AI, a competitor in the U...
International Tug of War: U.S. v. Europe
12 Mar 2025
Contributed by Lukas
Valuation is the key for investors looking for ways to reposition their portfolios amid the 2025 selling activity seen thus far in the markets. In ter...
INTC Foundry Business & TSM: Stronghold for Potential Rebound
12 Mar 2025
Contributed by Lukas
"There's more value in this name than anyone is recognizing at this point," says Kim Forrest when asked about Intel (INTC). According to...
Dollar General's (DG) Web Traffic Surge Sparks Hope for Stock
12 Mar 2025
Contributed by Lukas
Dollar General (DG) has been pummeled, despite operating in a high inflationary environment that's typically favorable for discount retailers. How...
Market Selloff Could Be "Final Straw" for Expansion
12 Mar 2025
Contributed by Lukas
Doug Ramsey says the market's recent selloff could be the "final straw" for the economic expansion. He cites a slowdown in employment gr...
ADBE A.I. Monetization Center of "Undervalued" Case
12 Mar 2025
Contributed by Lukas
Jamie Meyers says his firm sold Adobe (ADBE) last quarter due to management evading questions on A.I. monetization. With enterprise A.I. just starting...
"Generational Buy Opportunities" Ahead, Positioning for Bearish SPX
12 Mar 2025
Contributed by Lukas
Eddie Ghabour and his firm bought into market dips until new data convinced them to reverse course. He tells investors not to be concerned during this...
LUV Bags No Longer Fly Free, Will Its Stock Feel Turbulence?
12 Mar 2025
Contributed by Lukas
Ben Mutzabaugh says the COVID-19 pandemic sparked a paradigm shift in the airline industry. Southwest Airlines (LUV) is the latest to undergo it. The ...
Pitfalls to Avoid for Women in Venture Capital
12 Mar 2025
Contributed by Lukas
Maggie Vo says female-founded start-ups received less than 2% of venture capital funding in 2024. That, in addition to 17% of venture capital general ...
CPI Cools: What it Means for Stocks & Consumer Sentiment
12 Mar 2025
Contributed by Lukas
Inflation shows signs of cooling, according to this morning's CPI report. Jay Hatfield notes a "big swing" in transportation services and a still-elev...
Mahn: Market Volatility to Subside, LHX and BAESY Top Picks
12 Mar 2025
Contributed by Lukas
Despite a 12% S&P 500 drop, Kevin Mahn isn't hitting the panic button just yet. He believes the recent market volatility will eventually subsi...
GRRR CEO on $1.8B Thailand Energy Deal & A.I. Expansion
12 Mar 2025
Contributed by Lukas
Jay Chandan, CEO of Gorilla Technology (GRRR), talks about his company's role in creating A.I. "Smart infrastructures" in emerging marke...
The Big 3: TSLA, EWG, WMT
12 Mar 2025
Contributed by Lukas
German markets have rallied big over recent weeks, but TheoTrade's Don Kaufman shares a bearish stance on the iShares MSCI Germany ETF (EWG). He l...
Options Trades: PLTR Holds $80 Line, GOOGL 20% Below Highs
12 Mar 2025
Contributed by Lukas
Kevin Hincks turns to two tech names that have seen significant pullbacks with general market weakness: Palantir (PLTR) and Alphabet (GOOGL). Palantir...
U.S. v. International Stocks: A Value v. Growth Story
12 Mar 2025
Contributed by Lukas
International stocks have generally outperformed U.S. markets so far in 2025. Tom Bruce notes Germany's defense spending shift as a potential reas...
ADBE A.I. Competition & Options Trade Ahead of Earnings
12 Mar 2025
Contributed by Lukas
There's a lot riding on Adobe's (ADBE) earnings report as five of the previous quarters disappointed investors. A.I. buzz became the culprit t...
Tariff Pressure Lingers Over Retail, Options Trades in WMT & TGT
12 Mar 2025
Contributed by Lukas
"Apparel, as a whole, has tariff exposure," says Amanda O'Neill. Despite some companies like Nordstrom showing strong earnings for the h...
AAPL Price Target Cut, COF Upgrade, PEP Downgrade
12 Mar 2025
Contributed by Lukas
Morgan Stanley took a bite out of Apple's (AAPL) price target over concerns of A.I. delays and a "flatter" iPhone replacement cycle. Pep...
SPX Pops After CPI, Market Still at Risk of Selling Into Strength
12 Mar 2025
Contributed by Lukas
A window of opportunity has opened for Wall Street bulls. The Mag 7 shared a strong post-CPI rally as VIX ticked lowered, both signs Kevin Green takes...
CPI 'Welcome' Print, Tariff Wild Card & Fed's Path Ahead
12 Mar 2025
Contributed by Lukas
Shelly Antoniewicz considers the CPI print a strong report to boost investor confidence. However, she notes that wary investors can reverse sentiment ...
NVDA Bull Commentary Ahead of GPU Tech Conference, INTC Rallies
12 Mar 2025
Contributed by Lukas
Nvidia (NVDA) can nearly double according to BofA, which reiterated its buy rating on the A.I. giant. Jenny Horne talks about what's driving the b...
Charles Schwab's 24/5 Trading Extends to NDX & SPX
12 Mar 2025
Contributed by Lukas
James Kostulias talks about Charles Schwab's efforts to offer 24/5 trading on all SPX and NDX stocks, along with hundreds of other ETFs. He says t...
Options Corner: NVDA's Reiterated Buy Rating
12 Mar 2025
Contributed by Lukas
BofA reiterated its buy rating on Nvidia (NVDA) as the stock sees a CPI-assisted bump higher. It also comes ahead of the company's much-anticipate...
Cool CPI Pushes Markets Higher, Crude Oil Behind Energy Slowdown
12 Mar 2025
Contributed by Lukas
The much-anticipated CPI report came in a tenth of a point below expectations at 0.2%. Kevin Hincks considers it a solid report, noting that crude oil...
Hayes: Mag 7 Will See Overdue Technical Bounce
12 Mar 2025
Contributed by Lukas
"You can't make investment decisions that are out of your control," says Thomas J. Hayes in regarded to President Trump's tariffs. H...
TSLA Pledges to Double U.S. Production, TSM Bid for INTC Foundry & Tariff Volatility
12 Mar 2025
Contributed by Lukas
Tesla (TSLA) is down 50% since hitting its all-time high in December. Now, CEO Elon Musk has pledged to double U.S. production, giving a boost to its ...
Chart of the Day: ADBE
12 Mar 2025
Contributed by Lukas
Rachel Dashiell looks at Adobe (ADBE) for today's Chart of the Day. She notes $465 as the big resistance level investors need to watch as the comp...
Stock Market Morning Minute: INTC, NVDA, PEP
12 Mar 2025
Contributed by Lukas
Intel (INTC) moves higher as other chipmakers discuss a partnership to operate Intel's factories, BofA recommends buying the Nvidia (NVDA) dip, an...
Stock Market Today: AAPL Software Overhaul, DAL Sells, LUV Rallies, KSS 30-Year Low
11 Mar 2025
Contributed by Lukas
Volatility continues to grip markets, leading to all indices but the RUT to close down yet again. Apple (AAPL) was the Mag 7's biggest laggard off...
Bitcoin Bounces, Gold Shines, & Natural Gas Faces Resistance
11 Mar 2025
Contributed by Lukas
Bitcoin (/BTC) is trying to put the brakes on its recent slide, but can it hold onto its gains? Scott Bauer says it's all about one key level: $83...
Sprouts of Hope Before CPI
11 Mar 2025
Contributed by Lukas
OJ Renick sees some sprouts of hope ahead of CPI with volatility ratios sitting at very elevated across the board.======== Schwab Network ========Empo...
Overlooked Stock: HSAI
11 Mar 2025
Contributed by Lukas
As volatility reigns in American markets, Chinese manufacturer Hesai Group (HSAI) rallied 50% today after securing a multi-year contract with Mercedes...
Market Profit Potential Amid Continuing Tariff Uncertainty
11 Mar 2025
Contributed by Lukas
Market volatility persisted Tuesday as tariffs remain the biggest question shadowing over investors. As Charles Schwab's Mike Townsend notes, thos...
Low Liquidity Risk Remains as SPX Technicals Hold
11 Mar 2025
Contributed by Lukas
Expectations for Wednesday's CPI print are high, and there's a lot of pressure on an SPX that remains fragile heading into the report. Kevin G...
Navigating Market Volatility with Quality ETFs & Option Strategies
11 Mar 2025
Contributed by Lukas
Christian Magoon, CEO of Amplify ETFs, joins to discuss where he's seeing investor flows shift. Magoon highlights interest in high-quality equity ...
Market Volatility Surge: Zed Francis on AAPL's Role and the VIX Spike
11 Mar 2025
Contributed by Lukas
Zed Francis joins to discuss the market's recent volatility, citing Apple's (AAPL) role as a "pseudo-bond" in portfolios and whether...
DKS Plummets: Bentz & Buckingham See Buying Opportunity
11 Mar 2025
Contributed by Lukas
Dick's Sporting Goods (DKS) is down after a mixed earnings report, but is the sell-off justified? According to Kristin Bentz the answer is no. Des...
Technical Tuesday: SPX 60-Point Swing and Key Levels for JPM, MSTR
11 Mar 2025
Contributed by Lukas
Kevin Horner joins Nicole Petallides to break down the market's technicals, including the S&P 500's 60-point move and potential supports a...
NVDA, MSFT & AAPL to Lead Tech Comeback, Positioning in High VIX
11 Mar 2025
Contributed by Lukas
The latest round of sell-offs are "all about the tariffs," says Ken Mahoney. He says clarity around future tariffs action will break the &qu...
Quality v. Growth: Tech Valuations Moderate as Staples Hold Defense
11 Mar 2025
Contributed by Lukas
Mike Horwath believes investors can buy the latest market dip. While he notes risk, Mike points to deflating P/E ratios in A.I. leaders like Nvidia (N...
Connecting Gen Z with Big Brands Through Gaming & AI
11 Mar 2025
Contributed by Lukas
Brag House CEO Lavell Juan shares the company's strategy for revolutionizing how brands connect with Gen Z through gaming and social engagement. W...
Elon Musk Needs to "Step Up" Amid 50% TSLA Sell-Off
11 Mar 2025
Contributed by Lukas
Wedbush's Dan Ives released an analyst note calling out Tesla (TSLA) CEO Elon Musk, urging him to focus more on the company. Caroline Woods notes ...
AAPL "Cash Generating Machine," Needs A.I. Catalyst for Rally
11 Mar 2025
Contributed by Lukas
"When has this company not delivered huge value to investors?" Landon Swan with LikeFolio still holds Apple (AAPL) as a core holding at his ...
TSLA, NVDA, and the Mag 7 Buying Opportunity
11 Mar 2025
Contributed by Lukas
A tech sector sell-off has investors on edge, but is it time to buy the dip? Tyler Herriage and Beth Kindig share their thoughts on the recent decline...
Katie Stockton on SPX Support, Dip-Buying & Current Bull Run
11 Mar 2025
Contributed by Lukas
As markets struggle to hold a bid, Katie Stockton turns to levels in the SPX she believes need to hold by Friday's closing bell. Not everyone'...
Why the U.S. Economy's Strength Outshines Investor Fears
11 Mar 2025
Contributed by Lukas
The U.S. economy is in the spotlight, and investors are getting nervous. Russ Brownback says not to worry just yet. Brownback believes the structural ...
The Big 3: KO, MDT, LHX
11 Mar 2025
Contributed by Lukas
Stability is Kenny Polcari's theme when it comes to today's Big 3. He explains why Cola-Cola (KO), Medtronic (MDT) and L3Harris (LHX) are unde...
Example Options Trades in NVDA & SMCI
11 Mar 2025
Contributed by Lukas
As investors weigh the recent market selling & volatility, Kevin Hincks looks at two A.I. stocks for example options trades: Nvidia (NVDA) and Sup...
Navigating the Sell-Off with High-Quality Stocks
11 Mar 2025
Contributed by Lukas
Warren Pies thinks the selling in the market will continue for another month or so, driven by a growth scare, restrictive rates, and negative liquidit...
'You Need to Find Visibility' in Sea of Tech Uncertainty
11 Mar 2025
Contributed by Lukas
George Cipolloni says the market we're seeing today "feels like a completely different universe" from the one we saw a month ago. He poi...
AAPL Eyes Software Shakeup to Spur Hardware Sales
11 Mar 2025
Contributed by Lukas
Bloomberg says Apple (AAPL) is considering a significant redesign of its interfaces for iPhone, iPad and Macs models. Caroline Woods discusses why it ...
DKS in "Better Position" Than Other Industry Names
11 Mar 2025
Contributed by Lukas
Seth Basham says there's room to the upside for Dick's Sporting Goods (DKS) following its latest earnings. Like much of the retail space, he p...
ORCL Sells After Earnings, KSS 52-Week Low, LEN Downgrade
11 Mar 2025
Contributed by Lukas
Oracle (ORCL) opened lower today despite an initial jump following Monday's after-hour earnings. Diane King Hall dives into the report and shows t...
SPX Battles for 200-Day SMA, VIX Signals to Watch
11 Mar 2025
Contributed by Lukas
"We fade these rallies until it's proven otherwise," says Kevin Green. That's a big test he's focusing on today as bulls aim to ...
"Waiting for Opportunity" to Buy Dip, Beware "Falling Knife"
11 Mar 2025
Contributed by Lukas
Jay Woods is watching Wednesday's CPI print as a potential market mover, though it could turn in either direction for stocks. That, combined with ...
Hincks: Today's Trade a "Set the Tone Vibe"
11 Mar 2025
Contributed by Lukas
Kevin Hincks joins Morning Trade Live from Cboe Global Markets as investors look for a possible rebound to Monday's sell-off. Citi and Goldman Sac...
Airline Turbulence: LUV Charging Checked Bags, DAL Guidance Headwinds
11 Mar 2025
Contributed by Lukas
Southwest Airlines (LUV) soared this morning after announcing it will charge checked bags for the first time. However, as Jenny Horne notes, the indus...
Options Corner: PLTR A.I. Options Play
11 Mar 2025
Contributed by Lukas
Palantir (PLTR) has fallen nearly 40% off its all-time high. Rick Ducat points to a noteworthy level on the chart around $78, as shares of PLTR have f...
TSLA "Self Driving is the HUGE One" for Musk-Trump Relationship
11 Mar 2025
Contributed by Lukas
Tesla (TSLA) shares fell 15% on Monday, its worst single-day since 2020. Karl Brauer says there's more negatives than positives on the company'...
Kniffen: DKS "One of the 4 Greatest Retailers"
11 Mar 2025
Contributed by Lukas
Jan Rogers Kniffen points to guidance as the key catalyst for downside price action in Dick's Sporting Goods (DKS). He lists Walmart (WMT), Costco...
Chart of the Day: SPOT
11 Mar 2025
Contributed by Lukas
Ben Watson is back to drop the technical analysis beat on Spotify (SPOT). In the short-term, he highlights a rockier Relative Strength Index (RSI) stu...
Citi, Goldman Sachs Cut U.S. Economic View, DAL Lowers Guidance
11 Mar 2025
Contributed by Lukas
As investors digest recent selling activity in the stock market, two major financial institutions have downgraded their growth outlooks for the U.S. e...
Stock Market Morning Minute: DAL, ORCL, TSLA
11 Mar 2025
Contributed by Lukas
Delta Airlines (DAL) plummets after cutting guidance. Oracle (ORCL) shares are jostling after a missed 3Q earnings report. Tesla (TSLA) is on the move...
From Basketball to Bitcoin: NBA Champion John Salley on Investing Journey
10 Mar 2025
Contributed by Lukas
In this conversation with Nicole Petallides, hear how 4-time NBA Champion John Salley turned into a Bitcoin investor. Following a successful playing c...
Stock Market Today: GOOGL Antitrust Woes, AAPL A.I. Delay, ORCL Earnings
10 Mar 2025
Contributed by Lukas
Last week's sea of red poured into markets to start this trading week. The Mag 7 leaders are responsible for a lot of the weakness due to Alphabet...
Worst Day of Selling Yet: AAPL, TSLA, BTC Plunge
10 Mar 2025
Contributed by Lukas
That was the worst day of selling yet as $AAPL finally broke, $TSLA unwound its POTUS premium, and $BTC sits on edge. Here's what OJ Renick's ...
Overlooked Stock: PTGX
10 Mar 2025
Contributed by Lukas
Protagonist Therapeutics (PTGX) rallied 45% after its latest drug trial to treat people with active ulcerative colitis saw success. George Tsilis says...
EARNINGS ALERT: ORCL
10 Mar 2025
Contributed by Lukas
Kevin Green and Caroline Woods react to Monday's market selling before turning their attention to Oracle (ORCL) earnings. The company reported mix...
Bearish Sentiment Sticks, Mag 7 Stocks Drag Markets Lower
10 Mar 2025
Contributed by Lukas
Red arrows continue to plague Wall Street, and Charles Schwab's Liz Ann Sonders expects bearish sentiment to linger beyond today's closing bel...
WLFC Soars: Record Revenues and the Post-COVID Travel Boom
10 Mar 2025
Contributed by Lukas
Willis Lease Finance Corporation's (WLFC) Austin Willis joins the Schwab Network to discuss the company's record-breaking year. With record re...
'Stagflation Remix' as Inflation Data Looms
10 Mar 2025
Contributed by Lukas
Is the stock market alarm about to sound the growth alarm or the inflation alarm? Not so fast, says Vincent Deluard, he believes growth is due for a f...
Is the A.I. Boom the New Dot-Com Bubble?
10 Mar 2025
Contributed by Lukas
Is the A.I. boom sustainable growth or a new bubble? Phil Blancato joins Nicole Petallides to discuss A.I. 25 years after the dot-com bubble. He talks...
SPX Bounces Off Lows, "We're Not Out of the Woods Yet"
10 Mar 2025
Contributed by Lukas
Today's aggressive selling action brought the SPX back to September lows. Kevin Green says the index is inching closer to its 10% correction level...
A.I., Quantum, Dollar & Euro: Investing in Elevated Volatility
10 Mar 2025
Contributed by Lukas
Nigam Arora returns to Market on Close to talk about ways investors can navigate elevated market volatility. He urges investors to hedge and stay away...
Mazzola on February Schwab STAX Report
10 Mar 2025
Contributed by Lukas
February Schwab STAX increased to 51.94. Charles Schwab's Joe Mazzola joins Nicole Petallides to break down February's STAX report. The report...
DKS Customers Not Stabilizing Despite Strong Holiday Season
10 Mar 2025
Contributed by Lukas
Dick's Sporting Goods (DKS) reports earnings tomorrow morning, and LikeFolio's Landon Swan expects to see a solid report following the holiday...
"Don't Fear Recession," Balance Big Tech with Defense Stocks
10 Mar 2025
Contributed by Lukas
Dale Smothers calls the current market sell-off a "10% correction" that is healthy for the markets. He tells investors it's okay to buy ...
Bitcoin Reserve "Not Priced In Yet," Crypto Sentiment Still High
10 Mar 2025
Contributed by Lukas
Natalie Brunell believes the U.S. creating a Bitcoin strategic reserve validates bullish sentiment for crypto. Macro and geopolitical concerns are fac...
Food Inflation Crisis & How Tariff Wars Impact Family Restaurants
10 Mar 2025
Contributed by Lukas
Restaurant owners are "scratching their heads" as the industry grapples with 35% food inflation, tariff uncertainty, and potential "foo...
ORCL Earnings: Can It Buck the Tech Sector's Downward Trend?
10 Mar 2025
Contributed by Lukas
Oracle (ORCL) reports earnings after the bell, but can it buck the trend of a down tech sector? Danielle Shay and Alonzo Munoz weigh in on the stock&#...
VENU CEO on the Live Music Boom: 'Ticket Demand is Higher Than Ever'
10 Mar 2025
Contributed by Lukas
Live music ticket demand is through the roof, and Venu Holdings' (VENU) CEO JW Roth is capitalizing on the trend. He joins Nicole Petallides to di...
The Big 3: GS, NOW, UNH
10 Mar 2025
Contributed by Lukas
Prosper Trading Academy's Scott Bauer turns to three stocks he thinks are hitting critical price action in their charts. He analyzes the latest mo...
Schatz: Market Sell-Off is 'About Walmart,' Fed Needs to Cut ASAP
10 Mar 2025
Contributed by Lukas
It's no secret markets have sold off in recent weeks. Paul Schatz says it has nothing to do with tariffs, or DOGE, or policies in Washington. He b...
Trading Options in TSLA & AMZN
10 Mar 2025
Contributed by Lukas
Amid the continued 2025 selling action in Mag 7 stocks, Tesla (TSLA) and Amazon (AMZN) are taking a big brunt of the downside moves. Kevin Hincks exam...
Mag 7's Fall, AAPL v. TSLA Valuation & Return to "More Normal" Market
10 Mar 2025
Contributed by Lukas
Bill Davis says the mega cap names have become "way too big" a part of the SPX. Their recent sell-off is something he labels as a rebalance ...
Justice Department Warns GOOGL to Sell Chrome
10 Mar 2025
Contributed by Lukas
The Department of Justice dropped its case for Alphabet (GOOGL) to divest all A.I. investments. However, it's still seeking a court order requirin...
ORCL Outlook Hinges on NVDA Blackwell Production, Compute Capacity
10 Mar 2025
Contributed by Lukas
Angelo Zino believes Oracle's (ORCL) earnings "should be fine." He thinks investors will watch for the company's outlook, especially...