Schwab Network

George Tsilis returns to Morning Trade Live to highlight the biggest moves he's watching on Wall Street. For the Mega Caps, he notes slowing momentum after a massive run higher, arguing that there's a "healthy rotation" occurring in markets. Adding to the "growth versus value" divergence, he talks about why the RUT hasn't rallied along the other indices. ======== Sc...

Michael Purves sees weakening of fundamentals and an unclear tariff picture leading to sideways trading action throughout the summer months. He urges investors to watch for "yellow light" with the SPX and NDX at record highs, which in the past gave way to market sell-offs. That said, he sees the Mag 7, minus Tesla (TSLA), continuing to lead markets higher once consolidation ends. =======...

Verizon (VZ) saw some notes of strength in its earnings, though its biggest red mark came from subscribers. Jenny Horne talks about how the company stands against peers like T-Mobile (TMUS) and AT&T (T). Domino's Pizza (DPZ) served an earnings miss with profits cut on the quarter. As Jenny explains, costs and tariffs continue to hit the chain despite its rally today. ======== Schwab Networ...

A "quiet" week for the FOMC is anything but when turning to everything else on the calendar. Kevin Hincks reports from the @cboeglobalmarkets to break down what investors need to pay attention to, which includes earnings from Alphabet (GOOGL) and Tesla (TSLA) this week. He outlines why investors have become "less uncomfortable" with tariffs ahead of President Trump's August...

Microsoft (MSFT) shares reached new all-time highs last week as the stock has risen 20% year to date. As the company battles active cyberattacks impacting SharePoint, Rick Ducat examines the company's chart patterns at these recent highs. Later, Tom White demonstrates an example options trade using a call butterfly. He explains the neutral to bearish tilt that is created with this particular o...

Rayne Steinberg says stablecoins give people the means to get in and out of digital assets. He believes there is now hopes for huge explosion of growth. Dating back to the election, Rayne says this was broadly supported from both sides of the aisle and believes this isn't a party-specific issue. He discusses the use-case and real-world adoption trends that will take place as stablecoin network...

Jonathan Corpina joins Diane King Hall at the NYSE set to kick off the new trading week. Despite a lack of clarity on the tariff front, Jonathan still believes the market's momentum favors the bulls. He points to recent shrugging off of bad news and bad sentiment. Jonathan notes the rotation trade into defensive stocks could continue, but a re-rotation back into tech is possible if upcoming ea...

Jeff Kagan joins Morning Movers to discuss the wireless, broadband & communications space. Following Verizon (VZ) earnings beat, he says the company's focus on customer care could be an area to watch. Jeff points to the 6G evolution as a potential growth opportunity for the telecom carriers. Ahead of AT&T (T) earnings, Jeff believes the company has "stepped off of the falling knif...

Sarepta Therapeutics (SRPT) shares are getting crushed after a series of analyst downgrades on the heels of an FDA request to stop its Elevidys treatment. Rachel Dashiell diagnoses the biotech company's technical patterns taking shape on the chart. For the short-term chart, she sees resistance around $17 amid a strong downtrend. On the longer 15-year timeframe, Rachel says the 200-day moving a...

Ahmed Riesgo offers a bullish perspective on the markets for the near-future. He expects institutions and retail investors alike to a funnel "FOMO money" into stocks on fears of missing out on the next rally. The Mag 7 will grow, says Ahmed, though they'll serve as more defensive stocks as opposed to high-growth plays. He also argues valuations aren't good indicators of stock movement in the short...

Earnings season is just getting started, and we have a glimpse into three names scheduled to report Monday and Tuesday. Marley Kayden turns to the news flow affecting Domino's Pizza (DPZ), Lockheed Martin (LMT), and Texas Instruments (TXN) ahead of earnings. Rick Ducat analyzes the bearish and bullish trends he sees in the charts. ======== Schwab Network ======== Empowering every investor and trad...

“The more crypto is regulated, the more we’re going to see adoption,” Barbara Goodstein argues, saying the GENIUS Act and the other ‘Crypto Week’ bills moving through Congress are all necessary. She has a lot of faith in the sector: “This is like going from sending things in the mail to email…it’s a technology revolution, it’s going to happen.” She discusses ways to invest in crypto, including ETF...

Intel (INTC) was once the most valuable company in the world. While that title now belongs to Nvidia (NVDA), Rick Ducat examines the chipmaker's history and its new leadership. From cost-cutting plans, A.I. adoption and a series of technical charts to track, join Rick and find out why Intel could be poised for a turnaround. ======== Schwab Network ======== Empowering every investor and trader,...

When it comes to the divergence between soft and hard data, Mike Horwath says the hard data is winning the fight. He points to Thursday's retail sales print as a signal for a strong consumer overcoming inflation woes. Mike's firm remains overweight on A.I. stocks and urges investors to check out "under the hood" companies that support Mega Cap names. On the FOMC, he argues that &...

Jay Hatfield thinks getting rid of Powell is actually a good idea. “Powell thinks money supply doesn’t matter…it’s like the Pope not believing in Jesus.” He calls the current Fed “horrendous forecasters” with a “probably the worst [record] since World War 2.” He focuses on the real estate market and severe housing shortages to back his point. He also thinks the Fed is “massively overstating” infla...

S&P 500 (SPX) and Nasdaq-100 (NDX) notch new all-time highs this week. Marley Kayden recaps the market action, including crypto assets in the wake of the "GENIUS" Act being signed into law. Meanwhile, a mixed bag for big bank stocks like JPMorgan Chase (JPM), Wells Fargo (WFC) and Citi (C) after a busy earnings week. Netflix (NFLX) shares point lower following its latest report. ====...

Centrus Energy (LEU) shares are riding high on the White House's bullish outlook for nuclear energy. Shares of LEU have surged as interest in nuclear energy capacity companies has skyrocketed. Kevin Horner examines the technicals behind the chart's move and what traders can expect heading into earnings later this summer. ======== Schwab Network ======== Empowering every investor and trader...

Nancy Prial breaks down this week's notable bank earnings. She also discusses the growing threat of disintermediation from the maturing crypto industry, particularly for regional banks with limited resources to adapt. Despite these concerns, she believes the sector remains reasonably valued and favors banks like Goldman Sachs (GS) and JPMorgan (JPM) that can benefit from technological changes...

Michelle Gibley maps out the reasons why concerns about the Japanese bond market may be overblown and more of a short-term issue rather than a long-term one. She discusses what the ongoing election impact in Japan may have for not only its bond market but also tariff discussions with the United States. This comes as reports have surfaced that Pres. Trump wants to raise the minimum tariff levels on...

Phil Streible wraps up the week in commodities markets. He looks at moves in the U.S. dollar in response to Fed speakers and turmoil around a potential new Fed Chair. His base case is 1-2 rate cuts this year, but he would like to see 3 or more. For crude oil, he thinks downside is limited to the $64-$65 area. He also shares what he’s watching for next week. ======== Schwab Network ======== Empower...

NXP Semiconductors (NXPI) reports earnings on Monday with fellow chipmaker Intel (INTC) reporting later in the week. Rick Ducat compares NXPI to the overall semiconductor group, showing relative weakness thus far in 2025. On the options front, Rick says there's over 3,000 options traded in NXPI which is a more lightly traded name. Later, he examines the open interest in NXPI as well as the tec...

Les Borsai says "there's a lot of energy these days" and "excitement is palpable" as President Trump signs the GENIUS Act into law. He explains what the regulations will mean for cryptocurrencies, blockchain technology and stablecoin use. Les believes that individual states will be the next shoe to drop in terms of regulatory adoption in the crypto space. He believes innova...

“It’s earnings, earnings, earnings.” Karl Farmer sees companies lowering their full year estimates and “wouldn’t be surprised” if consumers and companies face higher prices. He discusses his expectations for rising inflation and how many times the Fed may cut rates this year. His stock picks include McCormick (MKC), TJX Companies (TJX), and more. ======== Schwab Network ======== Empowering every i...

Matthew Miller says MP Materials (MP) making deals with the Department of Defense and Apple (AAPL) point to positive catalysts. For the DoD deal, Matthew adds that it increased the company's rare earth pricing power setting a $110 per kilogram price floor. On the Apple announcement, he said the timing was a "surprise" after the DoD deal, but believes Apple's desire to increase su...

Andrew Brenner says it’s been a “crazy” week. He discusses the potential Fed Chair candidates in the field. “Rates should be lower,” he argues, but it’s “not going to happen” until September – but then he expects three this year. “I think you need to get from 4.35 down to 3.5-3.75…before the end of the year.” He also gives his thoughts on equity and the crypto market. ======== Schwab Network =====...