Schwab Network

Mike Shorr of Prosper Trading Academy sees bullish momentum continuing in the markets and offers bullish example options trades for today's Big 3. He talks about the breakout potential he sees in Builders FirstSource (BLDR), the way traders can ride on DoorDash's (DASH) run higher, and Reddit's (RDDT) push needed to stage another breakout. Rick Ducat dives into the trends he sees in th...

Larry McDonald sees market shifts ahead as investors digest what he calls "Trump optimism." One of the biggest changes he says will come from banks, pointing to JPMorgan Chase (JPM) as being overbought. Larry expects a sell-off in it and other big banks while smaller counterparts reap the benefits. He sees A.I. semiconductors pulling back for similar reasons, while fossil fuels like coal...

Despite some retail investor exuberance, Jimmy Lee sees more optimism than worry, driven by potential tailwinds like lower interest rates and less regulation. He believes this could lead to a pickup in deal activity, consumer confidence, and even a possible run to 7000 on the S&P 500. Lee is also positive on cyclical sectors like industrials and financials, but notes risks from geopolitics and...

Seaport Research moved to the sidelines on Netflix (NFLX) after downgrading the stock to neutral from buy. It doesn't see shares gaining much traction as valuations swell. George Tsilis explains the "cautious" outlook from the analyst ahead of earnings next week. Prosper Trading Academy's Charles Moon also takes caution through his example options trade for Netflix. ======== Schw...

Nvidia (NVDA) has become the market darling once again. Diane King Hall notes Citi's new price target raise on the A.I. giant over data center and chip expansion prospects. However, Redburn downgraded another A.I. stock: Applied Materials (AMAT). Diane talks about why China is impacting the analyst's view. CrowdStrike (CRWD) also got a downgrade from Piper Sandler as the stock trades near...

Frances Stacy says Amazon's (AMZN) Prime Day event generated $14 billion for the company. It is now doubling the two-day event to four, starting on Tuesday. Frances expects "phenomenal turnout" for Amazon and sees limited impact on its margins. However, she notes spending fatigue serving as a headwind for Amazon. Tom White offers a pair of example options trades for the Mag 7 company...

Futures faced pressure before the bell, which showed in the SPX at the open. Alex Coffey talks about the index and why it opened at "neutral" levels to kick off trading action. However, Alex adds that the SPX is still outperforming on a historic basis. He later explains how the market has become "increasingly comfortable" with tariff headlines as the VIX stays under 18. =======...

Alec Young covers the disparate factors impacting the market right now, from the “structural shift” of AI to the labor market and more. Within AI, he sees copper companies like Freeport-McMoRan (FCX) and energy companies benefitting directly as they physically create and power the data centers. However, he also expects blue chip companies like Home Depot (HD) to implement AI and benefit from using...

The Wednesday deadline for President Trump's tariffs against other countries remains up in the air. Kevin Hincks reports from the Cboe Global Markets to talk about ways the Trump administration is trying to keep investors calm, which includes "several announcements" expected in the coming days. He also explains why the president is threatening an additional 10% tariffs against BRICS...

Tesla (TSLA) shares took a beating this morning after CEO Elon Musk announced plans to form an "American Party," widening the divide between Musk and President Trump. That's not all the news hitting the stock. Jenny Horne talks about a downgrade from William Blair off expectations it will lose steam in the energy race. This comes as Trump plans to talk about a potential TikTok deal w...

Netflix (NFLX) hit all-time highs last week, but started this week with a downgrade from Seaport. Rick Ducat examines the surge higher in shares over the last year, pointing to a post-earnings pop from earlier in 2025. Later, Tom White illustrates a neutral to bullish put vertical example options strategy that captures the upcoming earnings event for the streaming giant. ======== Schwab Network ==...

Asked if the markets can continue the rally to new all-time highs, Eric Pachman says he's "quite concerned to be honest." He maps out investors' portfolio makeup as concentration risks with mega-cap tech stocks rise. Eric says it's a "frog in boiling water" situation and investors should pay attention to what's really in the makeup of investing in an index. He m...

Arun Sundaram joins Diane King Hall to preview this week's Amazon Prime Day event which will run for 4 days. He believes the decision to lengthen the ecommerce shopping event means Amazon (AMZN) has a large inventory ready to move. CFRA has a Strong Buy rating and a $248 price target on Amazon, highlighting the company's operating margin improvement as a key point of strength. Aside from t...

Scott Bauer (@prospertradingacademy) says complacency over the last few months have led to a cautious optimism, but with self-imposed tariff deadlines now in question he says more questions may surface. He says the Cboe Volatility Index (VIX) is "way too low" and believes investors could take advantage of it for a possible protection play. For the week ahead, he's watching the 10-yea...

T-Mobile (TMUS) starts off the new week with an upgrade from Redburn. Ben Watson joins Morning Movers with a look at the charts. For TMUS, he starts with a 5-day trading timeline looking at a range between $237-$242 and says the ADX trend strength gauge shows a building move. On the longer-term chart, Ben highlights the 2025 downward trend that could be in the beginning of a reversal if shares can...

Effram Kaplan sees “green shoots” in the market. “While AI might be the name of the day,” he says, he’s seeing capital deployed into the services and infrastructure market. If uncertainty around tariffs and tax policy can be ironed out, he expects rebounds. He also discusses how private market investing is changing the game and creating opportunities for small businesses. ======== Schwab Network =...

Micron (MU) is the focus on this edition of Tech Corner. George Tsilis dives into the Idaho-based memory & data storage company, providing a full 360-degree examination of its business. George discusses the ongoing efforts to keep up with A.I. demand and how the CHIPS Act grants play a part in expansion efforts. Then, he looks at the technical patterns taking place on its chart as Micron share...

Tesla (TSLA) vehicle deliveries fell 14% while global competitors like BYD Co. (BYDDY) continued to grow. "Tesla needs a gameplan to catch up," says Steve Westly. Otherwise, he sees the company falling behind. The company's robotaxi acts as a buffer for innovation but Steve adds that Waymo's acceleration poses another headwind for Tesla's growth. Macro headwinds in evolving U...

"$3 is the new $2," says GasBuddy's Patrick DeHaan. He calls this Fourth of July holiday the "cheapest" since the pandemic but warns prices can vary greatly depending on where you're driving. Robert Sinclair, Jr. also points to "record" holiday travel expected for the weekend. Those records apply to cruises as well despite price hikes across the industry. ====...

Markets rallied to close a holiday-shortened week, led by tech and the NDX. Several stories were behind the moves, including chipmakers like Intel (INTC) and TSMC (TSM) pushing higher with companies expected to benefit from the "big, beautiful bill." Synopsys (SNPS) and Cadence Design (CDNS) rallied after the U.S. lifted export restrictions for chip design tech on China. Datadog (DDOG) s...

Starbucks (SBUX) is betting on a turnaround story under new CEO Brian Niccol, but Likefolio's Landon Swan is not so sure. With same-store sales down and margins under 7%, Swan believes the company's success hinges on regaining the customer experience it once had, but notes that's a "big ship to turn." ======== Schwab Network ======== Empowering every investor and trader, ever...

Olu Omodunbi says today's better-than-expected jobs report shows a U.S. labor market that's "good, not great." While the headline number beat expectations, with 147,000 jobs added in June, he notes some challenges underneath, including a high number of people working part-time. Amy Glaser is more bullish, citing strength in hiring in sectors like healthcare and hospitality. Omodu...

"NATO Spending just woke up" on defense, says Peter Andersen, pointing to a shift in global uncertainty and the U.S. urging Europe to bolster its own defense as catalysts. He sees the trend continuing long-term. As for stock picks, Peter sees upside potential in Rolls-Royce (RYCEY) and Airbus. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscr...

Markets are on a record tear, but beneath the surface, there are signs of consumer unease. Sarah Henry says despite strong employment numbers, like the 4.1% unemployment rate, and solid earnings, there are legitimate hard data concerns. Henry notes a potential 40-basis-point hit to GDP from tariffs, which could impact inventories for back-to-school and the holiday season, and says value-seeking co...

Jason Brown talks all about the Mag 7 on today's Big 3. He sees Amazon (AMZN) pushing higher as it trades below all-time highs, Alphabet (GOOGL) reclaiming bullish momentum, and Apple's (AAPL) potential to benefit off trade deals and A.I. innovation. Jason also offers example options trades while Rick Ducat dives into the technical trends he sees in the charts. ======== Schwab Network ====...