Schwab Network

CFRA's Angelo Zino doubles down on Marvell (MRVL) even after investors wavered on potential headwinds. He believes the growing competitive environment and demand for custom silicon gives Marvell space to grow, even though Angelo says its growth recovery is "much slower" than expected. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe t...

Joe Brusuelas reacts to developing trade tensions between the U.S. and China. President Trump made a Truth Social post accusing China of violating its agreement on tariffs. Joe talks about how tariff volatility will continue to weaken investor sentiment. In the bond market, he's watching the 30-year Treasury, arguing that equities will take a big hit if it reaches 5%. Joe also reacts to PCE an...

Rachel Dashiell examines Costco (COST) after it reported better-than-expected earnings. She looks at how the stock has moved higher since a big drop after its March earnings and highlights the levels investors should watch moving forward. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/su...

Futures are mixed ahead of the Friday open as stocks are set for a winning week. While President Trump's tariffs are being litigated in the courts, Treasury Secretary Scott Bessent said that trade talks between the U.S. and China are 'stalled'. Kevin Green breaks down what this means for the last trading day of May, and why Marvell (MRVL) is falling despite an earnings beat. ======== S...

Dell Technologies (DELL) saw A.I. demand help drive a 5% revenue gain and drive an increase in its backlog, Marvell (MRVL) shares are slumping despite an earnings beat, and Ulta Beauty (ULTA) rises after boosting its 2025 guidance. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe...

Markets closed higher Thursday amid a back-and-forth legal battle waging on the White House's tariff policy implementation. Meanwhile, Nvidia (NVDA) shares soared after positive investor reaction to its 1Q report. And, Boeing (BA) CEO Kelly Ortberg signaled a possible return to selling jets in China next month. Caroline Woods details today's top stories. ======== Schwab Network ======== Em...

Dan Novaes discusses recent price activity in Bitcoin (/BTC) and its potential future gains. Despite the cryptocurrency's step back from all-time highs, Dan believes institutional money and government support will drive Bitcoin higher. He points to recent inflows of over $10.8B into the asset and adoption by major companies as key drivers. Later, Dan discusses the GENIUS Act and its ripple eff...

Following Nvidia's (NVDA) earnings beat, Zeno Mercer says this report is just the beginning. With A.I. adoption accelerating globally, Mercer sees Nvidia's stock price potentially reaching new highs, especially if a deal with China can be reached. But, he adds Nvidia is not the only A.I. winner - adding Snowflake (SNOW) and TSMC (TSM) as other names to watch. ======== Schwab Network ======...

Stash Graham says investors are too focused on tariff headlines and not enough on the bond market, which is sending a more critical warning sign about the growing national debt and deficit. He remains bullish on banks and some cyclical industries, but also sees opportunities in niche areas of fixed income, such as short-duration investments with limited credit risk. ======== Schwab Network =======...

Aniket Ullal discusses the return of risk-on in markets. Aniket notes a clear inflection point on April 8th, the day President Trump announced a pause in reciprocal tariffs, sparking a 18% SPY rally and 40% Bitcoin surge. They explore whether risk-on has changed, citing steady Bitcoin and the impact of rising bond yields on rate-sensitive sectors like home builders and residential real estate. Ani...

Nate Peterson says in the face of ongoing tariff-induced volatility to "watch the closes" in the near-term, adding 5950 could be a possible consolidation area for the S&P 500 (SPX). In the bond market, Collin Martin believes the latest GDP reading was "pretty disappointing" which could have investors wondering whether or not the economy is as strong as perceived. He notes a...

GameStop's (GME) move to buy Bitcoin (/BTC) has some calling it a clever attempt to grab attention and create volatility in the stock. Tom Essaye thinks it's a "gimmick" that distracts from the company's larger issue - a declining core business. While he applauds GameStop's ingenuity, he believes they need a credible plan to create long-term value, beyond just buying and...

Musk closes the door on his role at DOGE. The Tesla (TSLA) CEO announced he will leave the Trump administration, a bull signal for many Tesla investors. Additionally, a Bloomberg article hinted at a robotaxi launch date for June 12th in Austin. Caroline Woods talks about the price action in Tesla following the headlines and weighs bulls against bears as analysts wager how the robotaxi launch will...

Kevin Green says the SPX can pull back to its 20-day and 200-day SMAs. He points to multiple factors showing a possible pullback, from low liquidity to the 10YR-3MO treasury spread trending to the downside. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - h...

Melissa Otto says Nvidia's (NVDA) earnings came in "much better" than expected with trade restrictions in mind. About 13% of Nvidia's revenue comes from China, which Melissa says now hangs in the balance, though its Blackwell chips and Mega Cap demand will offer room for the A.I. giant to run. ======== Schwab Network ======== Empowering every investor and trader, every market day...

Marvell (MRVL) sold off more than 40% so far in 2025, but WIlliam Kerwin calls the company a "long-term winner" in the A.I. space. He tells investors to listen for commentary from the CEO that signals strong guidance. R. "Ray" Wang says Marvell is in "recovery" but can rebuild its stock price if data center revenue swells. Ray eventually hopes to see how the company u...

Michelle Gibley breaks down the latest on the U.S.-China trade front, after a U.S. court blocks many of the Trump administration's reciprocal tariffs. Gibley notes that even if the tariffs are eventually lifted, the ongoing uncertainty will continue to weigh on trade negotiations and the economic outlook. Looking abroad, she highlights Europe as a bright spot and discusses the potential for ot...

Ben Emons weighs in on the market reaction to the U.S. court blocking many of the Trump administration's tariffs. He believes the growth stock story, led by technology and semiconductors, still has legs, but notes that investors should consider diversifying their portfolios by adding cheaper sectors like financials. He also shares his thoughts on international trade opportunities, including un...

Market volatility has investors on high alert, but Tony Drake says it's time to separate signal from noise. With the Federal Reserve walking a tightrope between inflation and growth, Drake believes the key to success lies in being selective and focused on quality. He’s eyeing sectors like industrials and infrastructure. ======== Schwab Network ======== Empowering every investor and trader, eve...

Costco (COST) has consistently been a Wall Street darling, but can it sustain its rich valuation? Likefolio's Landon Swan remains bullish on Costco's long-term prospects, citing its loyal customer base, pricing power, and e-commerce growth. He notes that despite some near-term headwinds, including decelerating same-store sales and web traffic, the company's fundamentals remain strong. ======== Sch...

Salesforce (CRM) initially rallied after earnings but reversed heavily into today's opening bell. Nick Raich points to uncertainty and fear of the company's Informatica acquisition as the culprit behind the sell-off. That said, he believes investors will eventually see it as a positive. Keith Kirkpatrick agrees, saying that Informatica will assist in Salesforce's data management. He ad...

Bitcoin hit all-time highs just last week as a number of catalysts drove the cryptocurrency higher. Investopedia's Caleb Silver joins Diane King Hall from the 2025 Bitcoin Conference and says "enthusiasm is wild." He talks about the Trump family's involvement with the conference is a sign Bitcoin can rally higher. Caleb also talks about the GENIUS Act and how it has fueled enthus...

Dan Deming turns to a Big 3 that he expects to outperform in the coming weeks and months. He sees Oracle (ORCL) as a rising A.I. player, expects Visa (V) to hit new highs as consumer spending trends holds, and Waste Management's (WM) outperformance to continue. Rick Ducat breaks down the technical trends in the charts to support Dan's analysis. ======== Schwab Network ======== Empowering e...

David Trainer says the tariff impacts are far from over with today's court ruling. Additionally, he urges investors to "roll up your sleeves" and balance portfolios in the event tariff volatility spikes again. David warns against what he calls "dividend-trap" stocks and believes Nvidia (NVDA) trades like a "meme stock" in some aspects. ======== Schwab Network ====...

Robert Hum with Blackrock talks about how his firm's "max buffer ETFs" give clients equity exposure without some of the downsides. He talks about the investors these ETFs target and the upside they offer compared to traditional equities. Robert also explains why he sees outcome ETFs tripling to $650 billion by 2030. ======== Schwab Network ======== Empowering every investor and trade...