Schwab Network
Episodes
The Disruptor: PLTR
05 Mar 2025
Contributed by Lukas
George Tsilis highlights Palantir (PLTR) following an upgrade from William Blair. He looks at the company's current contractual obligations with t...
Options Trades: A.I. Names PLTR and SMCI
05 Mar 2025
Contributed by Lukas
Kevin Hincks looks at a pair of A.I. theme stocks in Palantir (PLTR) and Supermicro (SMCI). Shares of PLTR have fallen more than 30% since hitting all...
The Contrarian Perspective in a Volatile Market
05 Mar 2025
Contributed by Lukas
Mark Luschini joins Nicole Petallides to discuss opportunities in a volatile market. He highlights the Mag 7 which he says is deep in a correction, &q...
Energy's Bull Market Thesis, Case for TSLA Energy Play
05 Mar 2025
Contributed by Lukas
Christopher Gersch says the energy demand for A.I. will set up companies for a bull run. He notes planned tariffs from Canada will fluctuate pricing b...
Can MRVL Meet Data Center Expectations in Earnings?
05 Mar 2025
Contributed by Lukas
Marvell's (MRVL) earnings will draw eyes after the close, and Jeff Pierce notes the high bar for the report. Data center demand will serve as the ...
DG & DLTR Challenges Ahead, Expect Flat Year for "Turnaround" Story
05 Mar 2025
Contributed by Lukas
Matt Todd believes dollar stores like Dollar General (DG) and Dollar Tree (DLTR) will continue to experience difficulties ahead. Inflation and tariffs...
PLTR Neutral Upgrade, UBS Bullish on ANET, ANF Plummets
05 Mar 2025
Contributed by Lukas
Abercrombie & Fitch (ANF) plunged 15% as tariff concerns plague its outlook. Palantir (PLTR) got an upgrade to market perform from underperform by...
SPX Slides Closer to 200-Day SMA, U.S. Dollar Breaks Down
05 Mar 2025
Contributed by Lukas
An "OK" start to the trading day is one that's going to need much more fuel to prevent a breakdown in the SPX, according to Kevin Green....
Market Whiplash, Europe's Defense Play & "Totally Divorced" from NVDA
05 Mar 2025
Contributed by Lukas
"It's so difficult" to make market decisions right now, says Peter Andersen. He points to uncertainty surrounding the Trump administrati...
"Careful with Overreaction" to ADP Employment, Watch for Market Swings
05 Mar 2025
Contributed by Lukas
Today's ADP employment report shows 77,000 jobs added in February, less than half of Wall Street's expectations. Kevin Hincks urges investors ...
Options Corner: PLTR Upgrade & Bullish Trade
05 Mar 2025
Contributed by Lukas
Palantir (PLTR) has fallen 30% from all-time highs, but Rick Ducat says shares are leveling off around the $84 level calling it a "key level to w...
The Long-Term Case for Bitcoin
05 Mar 2025
Contributed by Lukas
Les Borsai says the scarcity of Bitcoin (/BTC) is "why investors see it as a long-term hold." But on recent volatility, he says the Bybit ha...
Lang: FL "Down Quite a Bit, Deservedly So" & ANF "Rough Patch"
05 Mar 2025
Contributed by Lukas
Bob Lang was "looking for more" in the Foot Locker (FL) report. He does say spring sales are traditionally better for footwear companies, bu...
Tariff Teeter-Totter, VIX at "Extreme Levels"
05 Mar 2025
Contributed by Lukas
After tariff hikes were enacted on Canada, Mexico and China, Commerce Secretary Howard Lutnick provided some optimism that a compromise could be struc...
CRWD Fades After Earnings Beat, Weak Guidance
05 Mar 2025
Contributed by Lukas
Jenny Horne examines cybersecurity leader Crowdstrike (CRWD) after the company's 4Q quarterly figures were released Tuesday in after hours trading...
Chart of the Day: APP Selling Gaming Unit
05 Mar 2025
Contributed by Lukas
Shares of Applovin (APP) have fallen more than 35% from 52-week highs after facing several short reports. The company announced plans to sell its gami...
Stock Market Morning Minute: CRWD, PLTR, ANET
05 Mar 2025
Contributed by Lukas
Crowdstrike (CRWD) shares fall after issuing disappointing guidance. Despite beating on its 4Q report, the company's earnings estimates for the ye...
Stock Market Today: U.S. Enacts Tariffs, CRWD Plunges, TGT & BBY Slip
04 Mar 2025
Contributed by Lukas
A potential rebound caught wind during the trading session but lost momentum fast. Stocks once again closed with red arrows. U.S. tariffs starting tod...
Stocks Weak, Crypto Vulnerable into Trump Speech
04 Mar 2025
Contributed by Lukas
Stocks can't hold a bid and cryptos still look most vulnerable to policy disappointment, says OJ Renick, who's eyeing the November gaps on $SP...
EARNINGS ALERT: CRWD & FLUT
04 Mar 2025
Contributed by Lukas
FanDuel parent company Flutter (FLUT) reported a strengthened balance sheet and believes its FY24 momentum has carried into 2025. Meanwhile, Crowdstri...
Overlooked Stock: GRRR
04 Mar 2025
Contributed by Lukas
George Tsilis turns to another company that's benefitting in the A.I. industry: Gorilla Technology (GRRR). The company rallied today off a new dea...
Uncertainty Strangles Markets, "Soft & Hard Data" Divergence
04 Mar 2025
Contributed by Lukas
Growth scares are what Charles Schwab's Joe Mazzola attributes to recent choppy action in the markets. He believes clarity from the Trump administ...
Bitcoin Reserve's "Significant Upside" Potential & MSTR's Outlook
04 Mar 2025
Contributed by Lukas
Rennick Palley believes a Federally-backed crypto reserve will offer Bitcoin much more room to run. He says that upside won't come without cutback...
SPX Struggles to Hold Gains Amid Trump Volatility Risk
04 Mar 2025
Contributed by Lukas
Whippy market action continued into the close with red arrows following a notable bounce back. Kevin Green takes a closer look into the volatility and...
Jan Rogers Kniffen’s Picks: TPR, COST, NKE
04 Mar 2025
Contributed by Lukas
Jan Rogers Kniffen discusses retail earnings, noting that bad weather since the beginning of the year has kept shoppers away. He prefers luxury brands...
Tchir: Trump Will ‘Double Down’ on Tariffs
04 Mar 2025
Contributed by Lukas
Peter Tchir thinks Trump will “double down” on tariffs in the President's first Joint Address to Congress. He thinks Trump’s goal is to soli...
CRWD "Core Holding" as A.I. Raises Risk Factors
04 Mar 2025
Contributed by Lukas
Todd Walsh says the bar is high for cybersecurity earnings, and Crowdstrike (CRWD) is no exception, despite labeling the company a "core holding....
Technical Tuesday: SPX, RBLX, PLTR
04 Mar 2025
Contributed by Lukas
Kevin Horner focuses on the S&P 500 (SPX), Roblox (RBLX), and Palantir (PLTR) in this week’s Technical Tuesday. He walks through patterns he’s...
M&A in a ‘Waiting Game’ Amid Tariff Volatility
04 Mar 2025
Contributed by Lukas
Kyle Brown, CEO of Trinity Capital (TRIN), says the dam is “starting to break” for M&A activity. He reacts to tariffs and the market sell off,...
Dietze: SMCI Alternative to NVDA, A.I. Evolution Beneficiaries
04 Mar 2025
Contributed by Lukas
David Dietze returns to the NYSE set to offer a macro perspective of the markets. On the A.I. front, David lists Supermicro (SMCI) as another way inve...
"Consumers Will Have to Choose" Retail Winners for 2025
04 Mar 2025
Contributed by Lukas
In the wake of continued tariffs being enacted, Bea Chiem says companies that weather the storm of trade uncertainty will ultimately come down to thei...
Ca$htag$: FanDuel Parent FLUT Ahead of Earnings
04 Mar 2025
Contributed by Lukas
Likefolio’s Landon Swan looks at Flutter (FLUT), the parent company of FanDuel. The company reports earnings after the bell Tuesday. Landon notes th...
TGT at ‘Sizeable Discount’ After Earnings, Rosier Outlook
04 Mar 2025
Contributed by Lukas
Christine Short and Christian Greiner break down Target (TGT) earnings. Christine favorably compares its better-than-expected guidance to other retail...
DSP CEO on Advertising's A.I. & Streaming Tailwinds
04 Mar 2025
Contributed by Lukas
Tim Vanderhook, CEO of Viant Technology (DSP), talks about how it executes digital ad campaigns for companies. Despite the stock's big slide with ...
The Big 3: AEP, MAA, BRK/B
04 Mar 2025
Contributed by Lukas
In a market that has recently seen several days deep in the red, Jessica Inskip turns to three names that have hit all-time highs despite recent actio...
Brenner: Fed Needs to Cut as Market Sells Off on Trade War
04 Mar 2025
Contributed by Lukas
“The bears are overwhelming the bulls right now,” says Andrew Brenner as markets sell off, “You’re getting a real flight to quality, and it’...
Options Trades: NVDA Slide Continues, MSFT 52-Week Low
04 Mar 2025
Contributed by Lukas
Weakness continues to create landslides in the stock market. Nvidia (NVDA) is now down more than 25% below its all-time high while Microsoft (MSFT) ta...
Incredible Health CEO on ‘Tremendous’ Labor Shortages in Healthcare
04 Mar 2025
Contributed by Lukas
Dr. Iman Abuzeid, CEO and founder of Incredible Health, discusses healthcare staffing. She says there are “tremendous labor shortages” for technic...
CRWD Commands Market Share, Options Trade Amid "Inflated Volatility"
04 Mar 2025
Contributed by Lukas
Crowdstrike (CRWD) will report earnings after the closing bell, and Jeff Pierce says its demand will serve as a critical point in the report. He notes...
Tariffs Weigh on TGT, Why WMT Continues Winning
04 Mar 2025
Contributed by Lukas
Arun Sundaram says Target (TGT) has seen a "good recovery" in its recent earnings compared to third quarter, though it still has a long way ...
OKTA Soars Off AWS Sales, ONON Steps Up, BBY Sells Off
04 Mar 2025
Contributed by Lukas
It's a mixed picture to start the market day. Best Buy's (BBY) stock price was slashed as the company shares uncertainty surrounding its outlo...
"Extreme Levels" for VIX, SPX Support Turns to Resistance
04 Mar 2025
Contributed by Lukas
Trump tariffs have taken effect as other countries eye retaliatory tariffs against the U.S. Kevin Green notes investors may stick to the sidelines unt...
Potential "Trade War" Amid Tariffs & Market Uncertainty
04 Mar 2025
Contributed by Lukas
Futures slide as U.S. imposes tariffs on Canada, Mexico and China. Kevin Hincks joins from the Cboe Global Markets Chicago site to examine the macro r...
What to Expect From the Next Phase of Tariffs
04 Mar 2025
Contributed by Lukas
Jeffrey Kleintop says the next phase of tariffs are the most complicated and the most likely to be delayed. “These are very substantial moves, these...
Options Corner: NVDA Falls to 6-month Lows
04 Mar 2025
Contributed by Lukas
Rick Ducat joins Diane King Hall to discuss the fade seen in Nvidia (NVDA). The A.I. juggernaut has fallen to 2025-lows as investors react to its late...
Texas Stock Exchange & IPO Boom Ahead
04 Mar 2025
Contributed by Lukas
Dean Quiambao thinks IPOs will accelerate in the back half of the year and into 2026, saying “there’s so much optimism!” He sees strength in cyb...
TGT Earnings Reaction: ‘Bearish to Neutral’ Through 2026
04 Mar 2025
Contributed by Lukas
David Williams reacts to Target (TGT) earnings, saying his outlook is still “relatively bearish to neutral” over the next year, based on both char...
Trump Tariffs Proceed: What You Need to Know
04 Mar 2025
Contributed by Lukas
President Trump confirmed U.S. tariffs on Canada and Mexico would take effect today. The trade policy includes 25% hikes on imports from both North Am...
Chart of the Day: ONON
04 Mar 2025
Contributed by Lukas
Ben Watson’s Chart of the Day is On Holding (ONON) after earnings. He looks at the short-term reaction and the longer-term trend.======== Schwab Net...
Stock Market Morning Minute: TGT, VST, WBA
04 Mar 2025
Contributed by Lukas
Target (TGT) topped earnings estimates, but CEO commentary about tariffs and consumer uncertainty have shares slipping ahead of Tuesday's open. Vi...
Stock Market Today: NVDA Sell Off Continues, AVGO Eyes INTC, Bitcoin Returns Gains
03 Mar 2025
Contributed by Lukas
Markets sold off as stocks closed in the red yet again. The RUT closed down close to 3% while the NDX shed more than 2%. Nvidia (NVDA) once again led ...
Trap Door Looms on SPX, BTC As NVDA Falls Apart
03 Mar 2025
Contributed by Lukas
A maddening Monday for bulls has the S&P 500 and Bitcoin charts teetering above a technical trap-door that could mark a second leg of this rout, s...
Overlooked Stocks: NOMD
03 Mar 2025
Contributed by Lukas
Nomad Foods (NOMD) is a stock that rallied on a day full of red arrows. The company distributes frozen foods across the U.K. and the world. The consum...
What's Going On With Crypto? Bitwise CEO Joins Market Overtime
03 Mar 2025
Contributed by Lukas
Bitwise CEO Hunter Horsley joins Diane King Hall to discuss the current crypto investing landscape, Bitwise’s funds since ETF approval last year and...
"America First" Policies Benefit European Markets
03 Mar 2025
Contributed by Lukas
Charles Schwab's Michelle Gibley notes continuing outperformance in European markets compared to U.S. counterparts. She argues "America first...
Bitcoin ‘Really, Really Ugly’, Crypto Reserve ‘Just Headline News’
03 Mar 2025
Contributed by Lukas
Scott Bauer looks at Bitcoin, saying it is “still not immune” to a risk-off environment, and yesterday’s Crypto Reserve comments were “probabl...
Bears Claw Into SPX, Election Gap Breakdown
03 Mar 2025
Contributed by Lukas
Bears took control to start the trading week. Kevin Green says today's breakdown below $5900 signals what can be the start of a bigger breakdown a...
DeepSeek's "China Bounce" & Internet Outperformance of Emerging Markets
03 Mar 2025
Contributed by Lukas
Kevin T. Carter says it "wouldn't surprise him" if emerging markets outperform the U.S. when it comes to internet and technology stocks ...
A.I. Parallels to "Dot Com Bubble" as Valuations Stretch
03 Mar 2025
Contributed by Lukas
Recent sell-offs in Big Tech are tied to valuations, not cyclical changes, according to Jack Albin. That doesn't stop him from making comparisons ...
Manufacturing vs Services Data: The Whole Picture
03 Mar 2025
Contributed by Lukas
Michael Green and Chuck Lieberman discuss recent economic data with an emphasis on inflation. They note that services are the larger component of the ...
SOUN CEO on "Great Relationship" with NVDA, A.I. Adoption Tailwinds
03 Mar 2025
Contributed by Lukas
Keyvan Mohajer, CEO of Soundhound AI (SOUN), talks about the company's "strongest" quarter after earnings. He discusses the company'...
ARDT CEO on Healthcare Opportunities, Potential Acquisitions
03 Mar 2025
Contributed by Lukas
Marty Bonick, President & CEO of Ardent Health (ARDT), discusses their recent quarter and their path since IPO. He discusses urgent care center gr...
Volatility Settling by Year End, Market Rotation Opportunities
03 Mar 2025
Contributed by Lukas
Michael Bapis discusses market volatility, expecting “to see how it all shakes out” in a few quarters. He expects a continuing rotation into finan...
Ca$htag$: ONON ‘Unbelievable’, but Overall Warnings Signs in Shoes
03 Mar 2025
Contributed by Lukas
Likefolio’s Andy Swan discusses On Holdings (ONON), saying it “came out of nowhere” and became an “unbelievable growth story.” However, he s...
Options Trades: Bullish Examples in TSLA and TGT
03 Mar 2025
Contributed by Lukas
Morgan Stanley's analyst reinstated Tesla (TSLA) as its top pick in the U.S. auto space. Kevin Hincks looks at a bullish options trading strategy ...
Uncertainty Combats Crypto Strategic Reserve, Regulation "Haunting" Industry
03 Mar 2025
Contributed by Lukas
Dan Novaes calls President Trump's announcement of a crypto strategic reserve a step in the right direction. According to him, the issue resides i...
SMCI Success Tied to NVDA, INTC 18A Tests & "Biggest Competitor" for OKTA
03 Mar 2025
Contributed by Lukas
Ahead of Okta Inc.'s (OKTA) earnings, Ryan Shrout with Futurum says the biggest headwinds will be competition as cybersecurity becomes "more ...
What to Watch in OKTA After the Bell
03 Mar 2025
Contributed by Lukas
Ahmed Khan and Gerald Sparrow preview Okta (OKTA) earnings after the bell. Gerald is watching sales growth and RPO, noting that 4Q tends to be their l...
The Big 3: TSM, TJX, LOW
03 Mar 2025
Contributed by Lukas
TSMC (TSM), TJX Companies (TJX) and Lowe's (LOW) take the attention of today's Big 3. Scott Bauer with Prosper Trading Academy turns to exampl...
Emerging Markets Opportunities After U.S./Ukraine Meeting
03 Mar 2025
Contributed by Lukas
Scott Ladner sees the market dip as a buying opportunity, saying people are “illogically down on the world right now.” He’s interested in emergi...
PGNY CEO on "Well-Positioned" Sales Year & Expanding Footprint
03 Mar 2025
Contributed by Lukas
Pete Anevski, CEO of Progyny (PGNY), discusses his company's latest earnings and how it's poised for a "well-positioned" year. He no...
Taking Advantage of Sideways SPX, Options Trade on JD
03 Mar 2025
Contributed by Lukas
Even though the SPX is choppy, Alan Knuckman says there's still investor advantages in what he calls a "stock picker's market." He d...
U.S. Needs More Steel! Jeremy Flack on Steel Industry & Tariffs Impact
03 Mar 2025
Contributed by Lukas
Jeremy Flack breaks down how the steel industry works and how tariffs are impacting it. He notes that volumes are huge to begin this year, and that th...
OKTA ‘Pseudo-A.I. Play’ Ahead of Earnings
03 Mar 2025
Contributed by Lukas
Michelle Connell previews Okta (OKTA) earnings after a security breach. She says that every company stumbles, and notes that it is taking share from l...
SPX & NVDA Need to Hold Bull Line, U.S. Dollar's European Pressure
03 Mar 2025
Contributed by Lukas
Nvidia (NVDA) managed a last-minute rally on Friday but slipped at the opening bell Monday. Kevin Green notes the Mag 7 leader is critical to the SPX ...
Vivek Raman: "Banks, Wall Street More Interest in Blockchain than Bitcoin"
03 Mar 2025
Contributed by Lukas
In the wake of President Trump's announcement to create a "strategic crypto reserve" which would include Bitcoin, Ethereum, Solana and m...
Jim Bianco: Trump's Crypto Reserve Plan 'Could Destroy Crypto'
03 Mar 2025
Contributed by Lukas
Jim Bianco is looking ahead to the State of the Union address, and says the market is missing increased European defense spending. He’s also waiting...
Upgrades v. Downgrades: CMG, DG, LUV
03 Mar 2025
Contributed by Lukas
Diane King Hall discusses several notes creating waves in the market this morning. Deutsche Bank leaned bearish with a Dollar General (DG) downgrade w...
Crypto Back to Yellow as Trump Hints at Strategic Reserve
03 Mar 2025
Contributed by Lukas
Oliver Renick switches the red light on crypto to yellow for his Risk Radar. News of the Trump administration backing a strategic reserve for crypto r...
Options Corner: TGT Near Lows Ahead of Earnings
03 Mar 2025
Contributed by Lukas
Rick Ducat looks at Target (TGT) as shares hover near 52-week lows. Ahead of earnings, TGT is seeing open interest in its March 21 calls and puts. Tom...
OKTA Earnings Preview: Federal Spending, “A.I. Play?”
03 Mar 2025
Contributed by Lukas
Ben Rose previews Okta (OKTA) earnings and goes over its preliminary guidance. He notes that federal government spending has been great for Okta in pa...
TSLA "Top Pick" & Bitcoin Surges on Trump Crypto Reserve Comments
03 Mar 2025
Contributed by Lukas
Kevin Green kicks off the trading week covering Tesla (TSLA) after a bullish analyst call comes from Morgan Stanley. The firm reinstated TSLA as its t...
Chart of the Day: Li Auto (LI)
03 Mar 2025
Contributed by Lukas
Rachel Dashiell’s Chart of the Day is Li Auto (LI), pointing out an uptrend in the short term. She notes that the closing price will be key today.==...
Stock Market Morning Minute: Crypto, TSLA, LUV
03 Mar 2025
Contributed by Lukas
All things crypto are surging on the announcement that President Trump intends to create a "strategic crypto reserve." Meanwhile, Tesla (TSL...
Stock Market This Week: NVDA's Volatility, Bitcoin Plunges, TSLA Sells
28 Feb 2025
Contributed by Lukas
It was a volatile week on Wall Street that ended with the NDX sliding more than 3%. It was caused in large part by Nvidia (NVDA) due to selling action...
Risk Radar Working as Stocks Hold, Bonds Rally
28 Feb 2025
Contributed by Lukas
Stocks held a crucial gap on the chart as OJ Renick suspected, bonds picked up the pace amid softer economic data, and crypto still looks weary.======...
Overlooked Stock: ARLO
28 Feb 2025
Contributed by Lukas
Arlo Technologies (ARLO) muscled a rally Friday following its latest earnings. The smart home company is using A.I. as a way to "discount their p...
Investor "Indecision" as Markets Weigh Earnings, Tariffs & Volatility
28 Feb 2025
Contributed by Lukas
Markets ramped higher into the close on Friday following a week full of red arrows. Charles Schwab's Joe Mazzola notes investors are being plagued...
What’s Behind Weakness in Crypto
28 Feb 2025
Contributed by Lukas
What’s causing the recent weakness in crypto? David Siemer looks into the issue with Bitcoin trading below $85K. He notes that crypto is more “emo...
SPX Monthly Chart Signals Major Pullback
28 Feb 2025
Contributed by Lukas
Aggressive calls for market close can offer a ramp for the SPX to close higher Friday to end a rough trading week. But as Kevin Green points out, hist...
PUBM CEO on Diversifying Ad Streams, A.I. Implementation
28 Feb 2025
Contributed by Lukas
Rajeev Goel, CEO of Pubmatic (PUBM), discusses 2024 results and how their ad business is changing. “We’re going to be in really strong condition”...
Fed Could be ‘Forced’ into Cutting Cycle in 2H25
28 Feb 2025
Contributed by Lukas
Jens Nordvig names DOGE & tariffs “growth drags” that will “start to add up” as a headwind for markets. He contrasts recent stock vs bond ...
Tech Corner: XYZ
28 Feb 2025
Contributed by Lukas
Block — the company formerly known as Square — with the ticker XYZ — formerly SQ — is the focal point of this week's Tech Corner. George T...
Streaming Wars: FUBO Opportunity, DIS ‘Getting Their Mojo Back’
28 Feb 2025
Contributed by Lukas
Dryden Pence and Michael Pachter examine the streaming space. Michael reacts to FuboTV (FUBO) earnings, saying the Street expected them to hit profit ...
"Don't Lose Faith" in Crypto, Bitcoin Back to $85,000
28 Feb 2025
Contributed by Lukas
Andy Baehr with CoinDesk says, "you think it would be a great time" to invest in the crypto space, but headwinds proved stronger than bulls ...
Finding Small Cap Opportunities in High Volatility
28 Feb 2025
Contributed by Lukas
Ted Thatcher explains the week’s economic data to create the big picture. He looks at ETFs, noting that the market has seen more interest in small c...
Diton: NVDA's "Look Out Below" Warning & "Wary" of Consumer Discretionary
28 Feb 2025
Contributed by Lukas
According to Eric Diton, this was the "worst week we've had in a long time" for the stock market. He says now is the time to keep Big Te...
NFLX Live Sports "Ultimate Driver" for Growth
28 Feb 2025
Contributed by Lukas
LikeFolio's Megan Brantley considers Netflix's (NFLX) evolving live sports platform as its most important. She thinks it's a reliable tool...
SOUN Rallies on Earnings, "Improving" Growth Picture
28 Feb 2025
Contributed by Lukas
Soundhound (SOUN) sold off earlier in February once it was revealed Nvidia (NVDA) divested its stake in the voice A.I. company. However, as George Tsi...
Housing Market: Renting More Affordable than Buying Across U.S.
28 Feb 2025
Contributed by Lukas
Jake Clopton looks at the housing market, noting that its broadly more affordable to rent than buy in almost all major metro areas. He also thinks tha...