Schwab Network

Michael Green throws cold water onto market positivity. In bonds, he talks about why buying at rates of 4.5% is about much more than the number itself. He also shares skepticism on Bitcoin's all-time high rally, noting that institutional interest isn't all the cryptocurrency needs to thrive. Michael adds that the rally in equities only depends on "the time of day" and can reverse...

Damon Polistina and James Gernetzke see Bitcoin having a "long-term" run higher. For James, he sees $150,000 "right around the corner" as it becomes more widely adopted, and a drive higher will support the U.S. Dollar. Damon says a lot of that adoption will come from government adoption, citing the GENIUS Act as one of the latest examples. ======== Schwab Network ======== Empow...

Oklo Inc. (OKLO) rallied more than 20% Friday after President Trump said he would sign executive orders streamlining the approval process for nuclear power plants. As George Tsilis explains, Oklo and other similar companies are expected to benefit in their module reactor business to fuel A.I. prospects. The issues for Oklo is that it still has not shown profitability in earnings and the "leap...

Willem Schroé joins Next Gen Investing to discuss the adoption trends taking place in the crypto space. He points to the GENIUS Act passing in the U.S. Senate as a bright spot for crypto lovers, saying stablecoin companies could benefit. He says up until now Bitcoin was considered a "store of value" but now could be "programmable money." Willem says the biggest risk is volatili...

@LikeFolio's Andy Swan says Tesla (TSLA) web visits dipped 13% year-over-year, but that doesn't distract his bullish view on the company. He believes Elon Musk's full-time return as CEO will prove beneficial for Tesla and its shareholders. Andy points to next month's robotaxi launch in Austin as the first step toward capturing Musk's ambitious long-term goals. He adds that Tesl...

Bob Lang says it’s “not realistic” for Apple (AAPL) to bring manufacturing to the U.S., saying it would mean an “extreme move to the downside” when it would have to cost $3,500+. He thinks it’s “more about India than anything else,” and Trump is using these tariffs as leverage. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute n...

Mike Shorr with @ProsperTradingAcademy focuses on three companies with expansive reach in ecommerce and digital advertising. He notes Maplebear (CART) brushing up against a key resistance level, Roku Inc.'s (ROKU) vulnerability of "outperforming to the downside," and his bullish expectations on Amazon (AMZN). Rick Ducat takes a deeper look at the technical trends his sees in the char...

Steve Kolano explains why the lackluster 20-year bond auction is important as a bellwether for demand across the curve. He digs into why it could impact equity markets, and what traders should watch for next. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app -...

John Lloyd prefers the front end of the yield curve as he waits to see if trade policy worsens and economic growth slows. He likes the credit markets for “attractive starting yields,” saying “a lot can go wrong before you lose total return.” He also thinks active management is important right now. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

Nvidia (NVDA) reports earnings on Wednesday next week, and Marley Kayden expects to see market moving numbers yet again. The critical issue Nvidia faces: tariffs, and the long-term effects they have on the A.I. chip trade. Marley talks about the importance guidance will have with CEO Jensen Huang expressing frustration with President Trump's chip export restriction. Dan Deming talks about the pric...

Deckers (DECK) becomes the latest example of Wall Street's emphasis on guidance. UGG and Hoka's parent company stumbled back near its 52-week low after sharing soft guidance over tariff uncertainty. Diane King Hall adds that analysts turning bearish hasn't done any favors for Deckers. Ross Stores (ROST) experienced a similar story, citing short-term pressures on guidance. Diane later t...

President Trump's tariff threats against the EU and Apple (AAPL) opened a slide in markets before the Memorial Day holiday weekend. Kevin Green notes persistent low liquidity but believes a higher VIX can lead markets to a rebound. He later turns to the aggressive NDX rally off lows earlier this year and the opportunity for more buyers to jump in. ======== Schwab Network ======== Empowering ev...

J.D. Durkin dives deeper into President Trump's threat of tariffs on Apple (AAPL). The president wants more U.S. production, though J.D. points to analysts warning that it will raise prices higher for iPhones and other Apple products. Tesla (TSLA) rallied before selling off with the rest of the market after Wedbush's Dan Ives raised his price target on the company to a Street high. J.D. no...

The tariff talk is back. President Trump threatened 50% tariffs against the E.U. that he says are effective June 1st. He also threatened 25% against Apple (AAPL) and called on CEO Tim Cook to up iPhone production in the U.S. Kevin Hincks reports from the @cboeglobalmarkets and offers a macro perspective on the impact ahead. ======== Schwab Network ======== Empowering every investor and trader, eve...

Apple (AAPL) takes a hit after President Trump threatened the company with 25% tariffs on any iPhone sold in the U.S. that are made overseas. Rick Ducat breaks down the chart and says the stock is poised to break below its previous lows and possibly retest its August lows. He identifies key levels to watch, including the $210 and $195, and illustrates a potential example options trade. ======== Sc...

Nvidia (NVDA) earnings will take center stage next week. Despite recent negative headlines impacting its China business, Shay Boloor says NVDA is in prime position as the A.I. industrial revolution is "still humming" and A.I. infrastructure is being built "full speed ahead." Nvidia shares are down slightly so far in 2025. ======== Schwab Network ======== Empowering every invest...

In the face of trade uncertainty and "inflationary" tariffs, Michael Underhill says investors need to have "real assets" in a portfolio. He sees institutional investors turning to gold and defensive assets. Longer-term, Michael believes there will be better earnings later this year as companies adapt to ongoing volatility. He believes Jerome Powell may indicate a rate hike on t...

Kevin Green kicks off Morning Movers with immediate reaction to President Trump's latest bout of tariff tirades. On Truth Social, Trump recommended a 50% tariff on the European union starting June 1 and added a 25% tariff "must be paid by Apple" on iPhones not made in the United States. AAPL shares are on pace for 8-straight down days. VIX rose to 2-week highs, as equity futures pull...

Apple (AAPL) shares slumped premarket after President Trump said the company would need to pay a 25% tariff on iPhones, Deckers Outdoor (DECK) plummets after withdrawing guidance, and Intuit (INTU) rallies after a strong quarter. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe D...

Charles Schwab's Rachel Dashiell is taking out the trash! She examines the technical makeup of Waste Management (WM) as shares form a triangle formation in the shorter term. Over the last 5 years, Rachel says the stock is really range bound before breaking out. On the analyst front, JPMorgan raised Waste Management's price target to $277 from $225. ======== Schwab Network ======== Empoweri...

Tony Zhang of OptionsPlay sees a “mispricing of the downside” for markets, and offers an example options trade on the S&P 500 ETF (SPY). He is most concerned about the bond market and is keeping a close eye on yields. His example put spread reflects his bearish outlook and expires on May 30. He also reacts to the tax bill that just passed the House. ======== Schwab Network ======== Empowering...

The VIX was lower by the end of the trading day but indices closed mixed after stumbling from session highs. Solar stocks like First Solar (FSLR), Enphase Energy (ENPH) and Sunrun (RUN) were among the biggest laggards after the U.S. House passed its latest tax bill. Workday (WDAY) sold off after hours with its latest earnings, even though peers like Snowflake (SNOW) rallied. Bitcoin continues to b...

Alamos Gold (AGI) CEO John McCluskey joins to discuss the company's growth trajectory and its positioning in the gold market. McCluskey says Alamos has a tremendous growth runway ahead, driven by its organic expansion plans and low-cost production profile. He also shares his bullish outlook for gold, citing macro forces such as dedollarization and rising government debt. ======== Schwab Network ==...

Austin King notes uncertainty around the crypto space following President Trump's inauguration, but now is bullish on crypto's future. He urges investors to look at Bitcoin's all-time high rally as an example. Austin explains the "practical" uses Bitcoin has now compared to even a year ago and why its price exploded while Ethereum's mostly retreated. ======== Schwab Netwo...

The U.S. House passed what the GOP has called "one, big, beautiful bill" that aims to cut taxes and raise the debt ceiling. Charles Schwab's Collin Martin talks about how the bill will stack up to current debt projections and where he sees concern. Mike Townsend talks about the extended process the bill still needs before reaching President Trump's desk. He projects a deadline fo...