Schwab Network

Dick's Sporting Goods (DKS) is on the move after its latest earnings. Okta (OKTA) slides after a beat and raise in yesterday's quarterly report. And, all eyes are on Nvidia (NVDA) as investors await the latest from the A.I. chipmaker. Diane King Hall examines today's top movers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Ma...

Kevin Horner’s Technical Tuesday charts cover the SPX, CrowdStrike (CRWD), and Rigetti Computing (RGTI). He says $5,900 “feels good” on the SPX, and a leg higher could bring us near all-time highs. He sees a cup and handle pattern on CRWD as it breaks out to new highs, adding that bulls feel “emboldened” here. He calls RGTI “intriguing” after it attempted to open above resistance but then faded in...

Lightbridge (LTBR) CEO, Seth Grae, says nuclear power will be a leading energy source to power electricity in the coming year. He sees the U.S. moving from 19% nuclear power usage now to 50% in years to come. Seth talks about how Lightbridge plays a role in nuclear's rising popularity and how it's tied to powering the A.I. trade. He later talks about the company's partnership with Oklo...

Jordan Blashek walks through the outlook for defense stocks. He thinks that “large, inefficient” government contracts will get cut, which opens opportunities for other, upstart contractors. Giants like Lockheed Martin (LMT) or RTX (RTX) could get cut. In the meantime, though, defense budget spending is rising around the world as U.S. allies are pushed to become militarily independent. ======== Sch...

Markets reversed Friday's losses and opened the holiday-shortened week with a rally. That positive trading action started after the Trump administration delayed planned 50% tariffs on the EU until early July. Nvidia (NVDA) also saw notable gains heading into a highly anticipated earnings report after Wednesday's closing bell. One of the worst-performing stocks on the market: PDD Holdings (...

SharpLink Gaming (SBET) more than quadrupled its stock price in a single day. The co-founder of Ethereum will be the company's new chairman for its board of directors. It will also adopt an Ethereum treasury strategy. George Tsilis takes a look at the small casino-based company's explosive price action and talks about what has investors so bullish on SharpLink. ======== Schwab Network ====...

On today's consumer confidence print, @CharlesSchwab's Liz Ann Sonders calls it a "surprise" to the upside, but adds that it comes as hard data shows weakness. She discusses the ways soft data's "depressed action" led to today's rebound. Cooper Howard turns to the impact these moves have had on treasuries. He still sees the likelihood of two interest rate cuts t...

Carley Garner looks at the crude oil market. She thinks gasoline futures can continue to fall as crude also slips. She also explains why crude oil under $65/barrel is so bad for bulls. “OPEC knows that,” she adds – and she thinks the price may continue to fall, even below $50. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute ne...

While today's rally reversed Friday's losses, Kevin Green warns of risk present with today's trading action. Volume showed an upside move of one standard deviation, though gaps to the downside still linger in the SPX. Kevin also highlights the "VIX up, stocks up" scenario seen partially in today's session. ======== Schwab Network ======== Empowering every investor and tra...

Chris McMahon argues that this is the time for small caps and for U.S. equities. He focuses on Okta (OTKA) ahead of earnings, which falls around the mid-cap area he considers overlooked. He thinks there’s room to run in the stock and expects an earnings beat. Even if the stock takes a hit post-earnings, he is still targeting around $160/share by the end of the year. ======== Schwab Network =======...

“You really need to build resilient portfolios,” stresses Fritz Folts. “What you need to do is diversify beyond your stocks and bonds.” He cites the risk of stagflation as something that would hit both those categories. Within equities, his firm is weighted about half U.S. equities and half abroad. He also gives tips on positioning within the bond market. ======== Schwab Network ======== Empowerin...

Anthony Saccaro says the delays and reneging in tariff policy are negotiation tactics, and Consumer Confidence is reflecting that reading. He discusses how to play volatility depending on where you are in life. He talks about how disinflation and tariffs are not mutually exclusive, and where he’s looking to invest during this volatility. He’s particularly focused on companies that pay dividends. =...

Christine Short and Steve Dickens preview Box (BOX) earnings. Steve is watching for where Box fits into the “agentic workflow” and how it integrates an AI LLM. Christine notes a big drop in paying subscribers from its competitor Dropbox (DBX), which could be an individual problem or a sector-wide trend. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscr...

CFRA's Angelo Zino believes "all eyes" will be on Nvidia's (NVDA) revenue and guidance in Wednesday's earnings. Data center and Blackwell revenue are crucial for the company, according to Angelo, as the A.I. giant seeks to overcome tariff volatility. On DeepSeek, he believes the A.I. reasoning model offers more upside to Nvidia than negatives. Angelo also sees the company off...

European Tesla (TSLA) sales were nearly halved year-over-year, but it didn't seem to matter for investors. The stock rallied on headlines of CEO Elon Musk giving "24/7" dedication to the company. Caroline Woods weighs Elon's commentary to Tesla's sales figures and talks about how it's impacting analyst views on the Mag 7 stock. ======== Schwab Network ======== Empowering...

Kevin Hincks examines a pair of Dow Jones ($DJI) members on the move: UnitedHealth (UNH) and Boeing (BA). For UNH, he cites the recent struggles the stock has faced since its latest earnings report and provides an example long call diagonal trade. Then, for BA, Kevin illustrates an example call calendar options strategy in the aerospace giant. ======== Schwab Network ======== Empowering every inve...

Likefolio’s Andy Swan gives Schwab Network the rundown on Dick’s Sporting Goods (DKS) after it announced the acquisition of Foot Locker (FL). It also has quarterly earnings tomorrow. He compares visits between DKS and its rivals, including NKE. “The advantage Dick’s is working with is only growing,” he adds. The biggest risk he sees is upstart, direct-to-consumer brands. ======== Schwab Network ==...

Ben Rose considers Okta Inc. (OKTA) an essential holding in the cybersecurity space. He mentions the company's history of beating and raising previous earnings as a significant sign of strength, though he warns of outlook facing potential compression. Gerald Sparrow adds caution by telling investors to brace for a seasonally weak quarter. He also considers Okta a buy but advises against adding...

Jay Yu, President of Nano Nuclear Energy (NNE), joins Caroline Woods at the NYSE set to talk about the company's growth in nuclear power. He says the company is "coming to life" on creating micro reactors and is taking key steps to profitability. He also talks about how President Trump's executive orders meant to expedite the process on nuclear power plants applies to Nano Nuclea...

Jessica Inskip talks all about Big Tech on today's Big 3. On Alphabet (GOOGL), she makes the case that a new transformative tech offers a new avenue for its outlook. Jessica labels IBM Corp. (IBM) as a beneficiary of the growing cloud and blockchain space. As for Nvidia (NVDA), she points to its central role in the A.I. trade as an undeniable strength despite outlook concerns. Rick Ducat turns to...

"We could be a lot lower than where we are right now" in the coming months, says Chris Vermeulen. While he's bullish on the market's short-term prospects, he's bearish long-term. Chris points to gold's continuing rally as a "warning sign" for equities. It's also why his firm is long on gold and Bitcoin. ======== Schwab Network ======== Empowering every inves...

Companies like Walmart (WMT) and Target (TGT) painted a mixed picture when it comes to retail guidance. Jenny Horne notes tariffs among the pressures their peers face when it comes to this week's earnings. She talks about what investors need to know heading into reports for Macy's (M), Abercrombie & Fitch (ANF), and Capri (CPRI). Rick Ducat offers technical analyses for all three compa...

Mark McCarron thinks the Fed has room to be more supportive of this economy, but tariffs are putting them “on pause.” He thinks we “could be at the bottom of this cycle,” but says dangers like the tax bill still remain. He’s diversifying into gold and infrastructure, citing them as hedges against unexpected inflation. He also shares why he’s cautious around small caps and the Mag 7. ======== Schwa...

Dick's Sporting Goods' (DKS) acquisition of Foot Locker (FL) was met with a slew of price target cuts and even a downgrade. Caroline Woods talks about how the acquisition effects upcoming earnings for Dick's Sporting Goods and weighs if the recent downside action was overdone. Tim Biggam says it opened the opportunity for bulls to run the stock higher. He turns to an example options tr...

Minutes after the opening bell, the SPX retreated from premarket highs which started from a delay on EU tariffs. Kevin Green points out VIX becoming reelevated as a clear signal behind the reversal. He later turns to PDD Holdings' (PDD) massive sell-off and AutoZone's (AZO) mixed picture after earnings. Kevin also highlights an upgrade to hold from underperform on Southwest Airlines (LUV). =======...