Schwab Network
Episodes
NVO Weight Loss Drug Disappoints, RDFN Acquisition, Airline Price Targets Slashed
10 Mar 2025
Contributed by Lukas
Market weakness continued this morning, including in international companies like Novo Nordisk (NVO). Its next-gen weight loss drug trial results were...
Bearish SPX Signs Signal "Further Downside" Ahead
10 Mar 2025
Contributed by Lukas
Friday's brief rally was faded at today's opening bell. A coiling VIX is just one sign Kevin Green notes as troubling for the SPX. The index h...
Purves: Companies Turn 'Conservative' on Trump Expectations
10 Mar 2025
Contributed by Lukas
Michael Purves calls recent market selling and consolidation "overdue." He believes a lot of expectations on Trump policy were priced into t...
"Uncertainty Has Gripped This Market," VIX Soars
10 Mar 2025
Contributed by Lukas
"The economic setup is actually pretty good for markets," says Kevin Hincks, but the problem lies in "festering" uncertainty. He n...
TSM Revenue Falls M/M, AAPL Delays Siri A.I. Improvements
10 Mar 2025
Contributed by Lukas
TSMC (TSM) reported a decline in February revenue compared to January. Sales still have a notable increase year-over-year, but Jenny Horne notes inves...
Options Corner: GOOGL Regulatory Headwinds
10 Mar 2025
Contributed by Lukas
News of the DOJ's affirmation that Google needs to sell off its Chrome business, but keep strategic investments in A.I. companies has investors lo...
Tariff "Uncertainty" Weighs on Consumer, Markets & U.S. Economy
10 Mar 2025
Contributed by Lukas
Alexander Heil says the "back and forth" on tariffs provides little to no clarity on what even the next 3 months hold. The impact to U.S. co...
AAPL Delays A.I. Siri Update to 2026, TSM Revenue Falls
10 Mar 2025
Contributed by Lukas
Kevin Green discusses two big tech stock movers to kick off the week: Apple (AAPL) and TSMC (TSM). Shares of the iPhone maker are under pressure follo...
ORCL Earnings Preview: What to Know
10 Mar 2025
Contributed by Lukas
The Futurum Group's Ron Westfall dives into Oracle (ORCL) ahead of its earnings report. Like most of Wall Street, he's looking for the company...
Chart of the Day: Bitcoin
10 Mar 2025
Contributed by Lukas
Following the White House Crypto Summit and President Trump's desire to create a crypto reserve, Ben Watson examines the technical patterns on the...
Stock Market Morning Minute: SPX, RDFN,
10 Mar 2025
Contributed by Lukas
DoorDash (DASH), TKO Group (TKO) and Williams-Sonoma (WSM) will join the S&P 500, and will officially begin trading on March 24. Redfin (RDFN) sha...
Stock Market This Week: Market Sell-Off, Tariffs, Crypto Reserve & AVGO
07 Mar 2025
Contributed by Lukas
The RUT closed down 4% while the SPX and NDX each shed more than 3% in a turbulent week on Wall Street. The SPX hovered near its 200-day SMA in the ba...
Should Trump Try and Sink Stocks?
07 Mar 2025
Contributed by Lukas
There's evidence building that sinking stocks may be a feature, not a bug, of Trump 2.0 — and that could be a clever economic maneuver, says OJ ...
Overlooked Stock: IOT
07 Mar 2025
Contributed by Lukas
Samsara Inc. (IOT) sold off more than 40% from its all-time high it hit just weeks ago. The equipment manufacturer software company caught George Tsil...
Europe's "Watershed" Moment, U.S. Money Moves Overseas
07 Mar 2025
Contributed by Lukas
Charles Schwab's Michelle Gibley reiterates Europe's growing market strength by explaining what could be a years-long acceleration in European...
Economic Challenges Loom, Bullish on Mid-Market Tech
07 Mar 2025
Contributed by Lukas
Rami Cassis warns that the U.S. economy may be facing challenges ahead. Cassis notes that the recent jobs report and potential rate hikes may lead to ...
Jobs Report OK, but AI's Role in Future Hiring Remains Unclear
07 Mar 2025
Contributed by Lukas
Guy Berger says the latest jobs report was "OK" but not enough to get excited about, as it didn't reflect the full impact of recent poli...
SPX Holds Near 200-Day SMA, Beware of Volume & VIX Next Week
07 Mar 2025
Contributed by Lukas
The market managed to hold its 200-day SMA by the closing bell, ending a week of market weakness. Kevin Green notes that fading mega cap tech and a la...
Tech Corner: NVDA
07 Mar 2025
Contributed by Lukas
Nvidia (NVDA) fell nearly 10% this week, but the company's A.I. story still remains strong. George Tsilis looks at the chipmaker's dominance o...
Retail Earnings Amid Tariff Back and Forth
07 Mar 2025
Contributed by Lukas
"Earnings show that the consumer is spending but not wildly or out of control and the signs of fatigue are starting to show," notes Greg Por...
Darst's Stock Picks: GOLD, EL, ABBV
07 Mar 2025
Contributed by Lukas
"We currently advise gradually shifting exposure away from high-growth areas toward more value and defensive sectors," notes David Darst. He discusses...
Defensive Picks in Volatile Markets: WMT, MCK Shine
07 Mar 2025
Contributed by Lukas
Erin Gibbs believes even in this volatile market, there are still some opportunities to be found in defensive stocks. She shares her top picks in heal...
Non-Farm Payrolls "Sigh of Relief" as Labor Market Cools
07 Mar 2025
Contributed by Lukas
Lakshman Achuthan considers the latest jobs report one that will hold the market for now. He notes cyclically-sensitive sectors of employment will see...
Financials, Health Care & BRK/B: Investments to Tackle Volatility
07 Mar 2025
Contributed by Lukas
Patrick Mueller notes the market's volatile swings seen through tariffs and policy uncertainty under the Trump administration. That doesn't me...
Strong U.S. Labor Market Despite Skeptical Response to Feb. Report
07 Mar 2025
Contributed by Lukas
Despite a choppy market reaction, Jordan Shapiro says today's jobs report is a "resounding victory" for the U.S. labor market. Shapiro p...
NVDA "Can Pivot" With A.I. in "Very Early" Stages
07 Mar 2025
Contributed by Lukas
LikeFolio's Megan Brantley says Nvidia's (NVDA) web visits grew 22% year-over-year, showing consumer interest accelerating for the A.I. giant....
AVGO Shines as Tech Winner in Week of Weakness
07 Mar 2025
Contributed by Lukas
Broadcom (AVGO) muscled an earnings win and rally where many other companies lagged. Diane King Hall talks about what helped inspire investor confiden...
PLTR "All-Time Favorite Stock," Small Cap A.I. Names to Watch
07 Mar 2025
Contributed by Lukas
"Nothing fundamental has changed" in the A.I. trade, according to Michael Lee. He considers Palantir (PLTR) his "all-time favorite stoc...
The Big 3: MO, RTX, CAT
07 Mar 2025
Contributed by Lukas
Down arrows throughout the week hasn't shaken Aquiles Larrea from finding investments he believes can pay off in 2025. He talks about what's d...
Weisberg: "Uncertainly Breeds Volatility," META & ORCL Tech Buys
07 Mar 2025
Contributed by Lukas
"Uncertainty is a death knell for the market," says Ted Weisberg. He expects stocks to recover once more plans come out of Washington. Ted s...
Feb. Jobs Report Solid, but Shows Softening
07 Mar 2025
Contributed by Lukas
Julia Pollak breaks down the latest jobs report, calling it a "solid" but not "dramatic" print despite a 27,500-job loss in the re...
Options Trades: TSLA and MSFT
07 Mar 2025
Contributed by Lukas
After a brutal week for the overall markets, and especially tech stocks, Kevin Hincks examines two names that have been hit hardest in 2025: Tesla (TS...
Charting This Week's Earnings: ORCL, ADBE, DKS
07 Mar 2025
Contributed by Lukas
A majority of the latest earnings disappointed markets. Can this week's earnings spark hope for a rebound? Jenny Horne turns to developments in Ad...
TSLA Gets New Bull Over Innovation Promise Despite "Gut Check"
07 Mar 2025
Contributed by Lukas
TD Cowen upgraded Tesla (TSLA) to Buy from Hold and ramped up its price target to $388 from $180. Jeff Pierce notes the company's promise in EVs a...
Navigating Policy Uncertainty and Economic Caution Signals
07 Mar 2025
Contributed by Lukas
"We're seeing a lot of policy uncertainty coming out of DC, which is leading to risks for investors," says Josh Jamner. He notes that wh...
BAC & JPM Upgrades, GAP Jumps on Earnings
07 Mar 2025
Contributed by Lukas
A mixed Friday morning shed some spots of light through the market. Diane King Hall discusses Baird's upgrades on Bank of America (BAC) and JPMorg...
COST "Crème de la Crème" of Consumer Staples
07 Mar 2025
Contributed by Lukas
Chris Wang considers Costco (COST) a must-own stock despite its post-earnings pullback. He points to the company's e-commerce revenue as a "s...
Bulls Must Defend 200-Day SMA Amid "Aggressive" Put Flows
07 Mar 2025
Contributed by Lukas
The SPX closed just above the 200-day SMA Thursday despite slipping underneath it intraday. It's critical that the index closes above it again, sa...
Tariffs, GDP, Rate Cuts: Market Volatility in 2025
07 Mar 2025
Contributed by Lukas
Chip Rewey joins Morning Trade Live as markets react to the February jobs report. He looks at the ongoing risks of tariffs uncertainty and a possible ...
Non-Farm Payrolls Sparks Premarket Volatility, Powell Speaks Today
07 Mar 2025
Contributed by Lukas
The SPX futures moved within a 60-point range in the 30 minutes after latest jobs report showed 151,000 in new non-farm payroll growth. The number com...
Options Corner: Understanding Weakness in TSLA
07 Mar 2025
Contributed by Lukas
Tesla (TSLA) shares are on the move after reports surfaced of a 200k vehicle order for its refreshed Model Y cars in China. Rick Ducat looks at the ch...
Einstein of Wall Street: Markets Will Grab A Hold of Any Positive Headline
07 Mar 2025
Contributed by Lukas
Peter Tuchman joins Diane King Hall at the NYSE set to react to the February Jobs report and the continued back-and-forth reaction to Trump tariff new...
Mazza: AVGO "One Of The Only Bright Spots in Tech These Days"
07 Mar 2025
Contributed by Lukas
In the wake of a big Broadcom (AVGO) earnings beat, Dave Mazza sees it as the 8th member of the Mag 7. He calls it a "silent leader" despite...
AVGO Jumps After Earnings Beat, HPE Slashes Jobs
07 Mar 2025
Contributed by Lukas
Kevin Green revisits two tech earnings names: Broadcom (AVGO) and HP Enterprise (HPE). For AVGO, its 10% premarket move indicates bullish sentiment fo...
Pres. Trump Creates U.S. Strategic Bitcoin Reserve
07 Mar 2025
Contributed by Lukas
Following the news of President Trump's executive order to create a U.S. Strategic Bitcoin Reserve, crypto investors are also watching the White H...
Chart of the Day: COST
07 Mar 2025
Contributed by Lukas
Costco (COST) shares are in the spotlight after the wholesale retailer reported mixed earnings. Rachel Dashiell looks at increased trading activity &a...
Stock Market Morning Minute: AVGO, COST, HPE
07 Mar 2025
Contributed by Lukas
Friday's all about the Jobs data, but Tom White has 3 stock stories to monitor as well. Broadcom (AVGO) is soaring on the heels of a better-than-e...
MAGS-7 Crater Before Jobs: Stocks Red Alert
06 Mar 2025
Contributed by Lukas
There's some reason for hope ahead of tomorrow's payrolls number, says OJ Renick, but price action in stocks is breaking down quickly and tari...
Stock Market Today: SPX Taps 200-Day SMA, MRVL Sell-Off, AVGO Gains
06 Mar 2025
Contributed by Lukas
Today's trading session destroyed Wednesday's gains and continued weakness for the week. The NDX and RUT are both down 4% and the SPX isn't far behind...
EARNINGS ALERT: AVGO
06 Mar 2025
Contributed by Lukas
George Tsilis joins Oliver Renick with reaction to Broadcom (AVGO) earnings' beat and upside move. George says AVGO provides a "unique" ...
Investors Await Non-Farm Payrolls: What's Needed for a Bounce?
06 Mar 2025
Contributed by Lukas
Nathan Peterson with Charles Schwab doesn't expect to see aggressive action in either direction until investors see Friday's non-farm payroll ...
What BBAI Says About PLTR, A.I. Defense Companies
06 Mar 2025
Contributed by Lukas
BigBear.ai (BBAI) traded down significantly from its all-time high after pocketing a Department of Defense contract last month. George Tsilis notes th...
The Three Commodities to Watch: Gold, Copper, Oil
06 Mar 2025
Contributed by Lukas
“This is a trader’s paradise,” says Phil Streible. He argues that there are three commodities to watch: gold, copper, and crude oil. He expects ...
RGTI CEO on Quantum Computing, Profits & Tech Partnerships
06 Mar 2025
Contributed by Lukas
Dr. Subodh Kulkarni, CEO of Rigetti Computing (RGTI), joins Market on Close as his company sees green arrows on a day full of red. He talks about how ...
SPX & NDX Nearing Correction, VIX Ramps Higher
06 Mar 2025
Contributed by Lukas
Today's market action undid all of Wednesday's strength and then some. Now, according to Kevin Green, the SPX and NDX both inch toward correct...
‘Critical Time’ to Rebalance Long-Term Portfolios
06 Mar 2025
Contributed by Lukas
Anh Tran says “now is a critical time to rebalance” portfolios. She particularly likes “structured products” amid market volatility. She looks...
"Can't Imagine Not Owning" COST, "Will Feel" Tariff Impact
06 Mar 2025
Contributed by Lukas
Costco (COST) reports earnings at the close, and Keith Fitz-Gerald considers the company a portfolio hold despite its high valuation. In-store and e-c...
Europe Making its Own Mag 7?
06 Mar 2025
Contributed by Lukas
Michelle Gibley says we “might have a new Mag 7 in Europe.” She discusses recent policy shifts in Europe, particularly in Germany, and what it mea...
Dickens: AVGO "Mag 8" Company in "Early Days" of A.I.
06 Mar 2025
Contributed by Lukas
Steven Dickens is expecting a beat and raise in Broadcom's (AVGO) earnings. Even if the stock price slips with the report, Steven considers Broadc...
Siddell: The Next 100 Days are ‘Wait and See’ if Economy Tips
06 Mar 2025
Contributed by Lukas
Ed Siddell homes in on Treasury Secretary Scott Bessent’s comments on tax cuts and tariffs. While he expects the markets to swing back up, he’s no...
NVDA "Hit Bankshot, Not Swish," Needs Bar Reset
06 Mar 2025
Contributed by Lukas
Logan Gilland dives deep into the question: "What is going on with Nvidia (NVDA)?" He notes it's not just tariff pressure affecting its ...
What to Watch in COST Earnings
06 Mar 2025
Contributed by Lukas
Katie Thomas breaks down what to watch in Costco (COST) earnings after the bell. She says consumers have “optimized their high-frequency purchases,”...
Ca$htag$: Costco (COST)
06 Mar 2025
Contributed by Lukas
Likefolio brings their consumer sentiment data on Costco (COST) ahead of its earnings after the bell Thursday.======== Schwab Network ========Empoweri...
The Hidden Reskilling Gap in Labor Markets
06 Mar 2025
Contributed by Lukas
Lauren Saidel-Baker and Will Tamplin react to the jobs data as layoff announcements hit the highest level since July of 2020. They discuss what the Fe...
TREX CEO on Growth Strategies, Tariffs, and A.I.
06 Mar 2025
Contributed by Lukas
Bryan Fairbanks, CEO of Trex (TREX), discusses North American demand and 4Q results. While he says guidance is still “conservative,” they see some...
The Big 3: AAPL, LLY, AVGO
06 Mar 2025
Contributed by Lukas
Dan Deming turns to tech and health care for today's Big 3. He offers example options trades for Apple (AAPL), Eli Lilly (LLY) and Broadcom (AVGO)...
‘Massive’ ETF Inflows to Start 2025; Diverse Opportunities
06 Mar 2025
Contributed by Lukas
Cinthia Murphy says this year has already been “massive” for ETF flows. “This is the year of bubble-wrapping your portfolio,” she adds, highli...
Options Trades: AAPL Unveils New Products, NVDA Weakness Continues
06 Mar 2025
Contributed by Lukas
Kevin Hincks looks at a pair of Mag 7 stocks for today's Daily Trader hit from Cboe Global Markets. For Apple (AAPL), he showcases a short put ver...
Fed's "Push and Pull" Between Jobs & Trump's Market Pressure
06 Mar 2025
Contributed by Lukas
Danielle DiMartino Booth returns to Morning Trade Live to discuss potential interest rate action from the Fed ahead of Friday's non-farm employmen...
COST E-Commerce Catalyst Despite Growth Concerns
06 Mar 2025
Contributed by Lukas
Costco (COST) "is a pretty reliable trade," says George Tsilis. He notes the company has "flexibility in pricing power" with help ...
Zino: AVGO "Can Salvage Tech Wreck," MRVL Still a Buy
06 Mar 2025
Contributed by Lukas
Broadcom (AVGO) got beat up ahead of the company's earnings after hours today. CFRA's Angelo Zino makes the case for an earnings recovery that...
BABA A.I. Boost, JD Earnings Beat, ZS Shines in Cybersecurity
06 Mar 2025
Contributed by Lukas
As red arrows plunge markets, Diane King Hall points to some green investors may have missed. China showed strength through Alibaba (BABA) after the c...
SPX "Heavy Selling Pressure," NVDA Remains Biggest Risk
06 Mar 2025
Contributed by Lukas
There's a lot of bulls that need to see hold today, according to Kevin Green. For one, the SPX continues its slide down to the 200-day SMA, a crit...
5%-10% Correction in the Cards?
06 Mar 2025
Contributed by Lukas
Sam Stovall thinks investors are “hiding out” and waiting for the “conditional correction to unwind.” He notes that the market hasn’t made a...
Challenger Job Cuts Triple, "Brace for Almost Hourly" Trump Headlines
06 Mar 2025
Contributed by Lukas
Equities are selling off yet again in the premarket following Wednesday's strength. Kevin Hincks discusses what it means for the trading day ahead...
Options Corner: AVGO Headlines Busy Earnings Day
06 Mar 2025
Contributed by Lukas
Tom White looks at the recent move in Broadcom (AVGO) as investors look to the tech company's earnings report as a key indicator for its A.I. grow...
Rate Cut Odds Rising as Job Market Cracks
06 Mar 2025
Contributed by Lukas
Ted Rossman notes that the odds of a rate cut in May have risen as the job market begins to show cracks. He says any weakness in private payrolls is c...
White House Crypto Summit: What to Know
06 Mar 2025
Contributed by Lukas
Brock Pierce joins Diane King Hall at the NYSE to discuss the state of the crypto market. "Tomorrow might be the difference between day and night...
Chart of the Day: MongoDB (MDB)
06 Mar 2025
Contributed by Lukas
Kevin Horner’s Chart of the Day is MongoDB (MDB) after earnings. He gives levels to watch on the short & longer-term with shares under pressure ...
MRVL Falls, ZS Rises, Watching $5710 Level in SPX
06 Mar 2025
Contributed by Lukas
Kevin Green says Marvell (MRVL) is trying to "scale appropriately" but shares tumbled despite its 4Q earnings beat. MRVL guidance came in li...
BABA Takes on DeepSeek and OpenAI
06 Mar 2025
Contributed by Lukas
Alibaba (BABA) shares are on the move higher after the Chinese tech giant unveiled a new A.I. model that rivals DeepSeek and OpenAI. BABA says its Qwe...
Stock Market Morning Minute: MRVL, BABA, MDB
06 Mar 2025
Contributed by Lukas
A trio of tech movers highlight early Thursday headlines. Tom White looks at the downward move in Marvell (MRVL) and MongoDB (MDB). And, Alibaba (BABA...
Stock Market Today: MRVL Plunges After Hours, CRWD & ANF Slide
05 Mar 2025
Contributed by Lukas
A rollercoaster trading session closed with all green arrows for the first time in several days, though it's hard to tell looking at today's b...
Bonds Signal Hope for Risk-On Recovery
05 Mar 2025
Contributed by Lukas
Today's bond selloff was a key sign of stabilization across markets that gives hope for good economic data in the second half of the week, says OJ...
Overlooked Stock: KC
05 Mar 2025
Contributed by Lukas
Kingsoft (KC) is a Chinese cloud company that has grown more than 500% since last year. George Tsilis credits a stronger Chinese macro environment com...
U.S. Tariff Latest, Growth Concerns & China's Economic Push
05 Mar 2025
Contributed by Lukas
Charles Schwab's Jeffrey Kleintop kicks off the conversation with an insight into China, which pledged a 5% GDP target. Tech stocks in the country...
How Tariff Back & Forth is Impacting Commodities
05 Mar 2025
Contributed by Lukas
Dan Deming discusses how escalating tariff back and forth is impacting commodities. The U.S. Dollar (/DX) is on his watch list after seeing some downs...
SPX Recovers Lows & Taps Resistance, VIX Loses Steam
05 Mar 2025
Contributed by Lukas
Confirmation from the White House on auto tariff delays led to a spike in the SPX. Kevin Green suggests the market may be building a tolerance to Trum...
Blue Yonder CEO on A.I., Tariffs, & Supply Chain Uncertainty
05 Mar 2025
Contributed by Lukas
Blue Yonder is the world's leading supply chain transformation platform. CEO Duncan Angove joins Oliver Renick to discuss the company and how tari...
Dillian: Tariffs "Deflationary," U.S. Getting "A lot More" Rate Cuts
05 Mar 2025
Contributed by Lukas
The Daily Dirtnap's Jared Dillian returns to Market on Close to discuss why President Trump's tariffs are "deflationary." Those tari...
Stryzewski: Could See Bitcoin Higher Than $1M
05 Mar 2025
Contributed by Lukas
"The administration's plan is to cause some demand destruction to bring down inflation," notes David Stryzewski. He talks about what'...
RGTI Shows Quantum is "Space Race All Over Again"
05 Mar 2025
Contributed by Lukas
"Quantum will be here earlier than Jensen Huang thinks," says Ray Wang. He's bullish on Rigetti Computing (RGTI) ahead of the company...
Options Corner: NVDA, MU, DAL
05 Mar 2025
Contributed by Lukas
Tom White monitors more unusual options trading in the A.I. space. He turns to a bullish trade for Nvidia (NVDA) and a bearish trade for Micron (MU). ...
The Bullish Case for Real Estate
05 Mar 2025
Contributed by Lukas
"If you're bullish on the American consumer, real estate is where you want to be," says Christine Mastandrea. She discusses the outlook ...
GOLY: Focus on "Safe Haven" Assets Amid Tariff Uncertainty
05 Mar 2025
Contributed by Lukas
"Recent U.S. tariffs on Canada, Mexico, and China have driven investors to safe haven assets," notes David Miller. He says investors should ...
Ca$hTag$: Uncertainty Ahead of Kroger (KR) Earnings
05 Mar 2025
Contributed by Lukas
Likefolio's Megan Brantley joins Tom White and Kevin Hincks to preview Kroger's (KR) earnings which will be released tomorrow morning. She compares Kr...
The Impact of Tariffs on Retail Earnings
05 Mar 2025
Contributed by Lukas
"56% of reporting retailers discusses the impact of tariffs, and warned about a slow start to the year," according to Jharonne Martis. She j...
PLTR Holds $80 Support, Valuation Risks Remain
05 Mar 2025
Contributed by Lukas
Palantir (PLTR) has fallen more than 30% off its all-time high in February but still holds an enormous 260% year-over-year rally. As Kevin Green notes...
360 Round: Campbell's Soup (CPB)
05 Mar 2025
Contributed by Lukas
Campbell's Soup (CPB) cut its outlook for FY25. Morningstar's Erin Lash and Jim Salera talk about CPB's recent earnings. Lash notes that t...
Energy, Railroads & Compounders: ETFs to Lead 2025
05 Mar 2025
Contributed by Lukas
Following the recent drag in A.I. companies, Eli Horton turns to other investment themes investors may be missing. He highlights the PWRD ETF as a way...