Schwab Network

Rising bond yields and concerns over the U.S. budget deficit weighed on investor sentiment ahead of Thursday's open. Kevin Green says yields will eventually get to a level where buyers will step in, and the market will reprice, but right now are showing mixed messages. KG later looks at Snowflake (SNOW) as shares rally behind a strong 1Q earnings report on high demand for its data analytics se...

AT&T (T) announces plans to acquire Lumen's (LUMN) fiber business for $5.75B. Ben Watson looks at the ascending triangle formation taking shape in shares of AT&T over the last 1-year. Ben adds the RSI shows a bit of a bearish divergence as shares hover below 52-week highs. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market M...

Snowflake (SNOW) shares pop higher after raising full-year revenue guidance in its latest earnings report. Urban Outfitters (URBN) gets an upgrade after better-than-expected earnings. And, Bitcoin (/BTC) continues to surge to new all-time highs. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork...

Claudia Sahm offers an in-depth look into the tax bill being debated on Capitol Hill. She makes the argument that debt Congress aims to fix will get worse before it improves, noting rapid policy changes impacting the bill's goals. On the labor force, Claudia says action on immigration will negatively impact unemployment long-term. She also gives a perspective on why tariffs aren't fully priced in...

Results from the 20-year bond auction sent stocks tumbling on the trading session. Target (TGT) previously sold off through its weaker-than-expected earnings and widened guidance. However, Alphabet (GOOGL) flexed strength as the SPX leader after announcing its own "A.I. Mode." Strong earnings from Snowflake (SNOW) sent the stock soaring near all-time highs after hours, while Bitcoin futu...

Nick Griebenow explains how options can be used to enhance portfolio performance and reduce volatility. He discusses his approach to selling covered calls to generate cash flow, and shares his stock selection criteria. He also touches on the benefits of writing options on individual equities versus indexes, such as the S&P 500. ======== Schwab Network ======== Empowering every investor and tra...

Zoom Communications (ZM) posted earnings largely in-line with Wall Street estimates, but as George Tsilis notes, room for margin expansion opened the door to investor optimism. He and Alex Coffey turn to the numbers they believe investors should look at closely in the report. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not...

Snowflake (SNOW) thawed resistance with a beat and raise in its latest earnings, sending its stock close to a 52-week high after hours. However, Urban Outfitters (URBN) couldn't meet expectations with its investors despite having a beat of its own. Kevin Green and Scott Durfey join Alex Coffey to analyze the recent round of reports and talk about the road ahead for these companies. ======== Sc...

Charles Schwab's Kathy Jones believes global yields are inching toward a "reset" back to levels from the 90s. As yields tick up globally, Kathy says investors are requesting more risk premium to hedge against volatility. She says now isn't the time to "rule out bonds" even if the bond market experiences turbulence ahead. ======== Schwab Network ======== Empowering every...

Morningstar Wealth's Philip Straehl says the recent market bounce back has been driven by a combination of factors, including the pause in U.S.-China trade tensions and the administration's willingness to make agreements. However, he notes that the hard data hasn't hit yet, and there are still concerns about growth and inflation. He's watching the yield curve, which he thinks is se...

A worse-than-expected outcome in the 20-year bond auction opened the trap door to significant selling action. Kevin Green says the SPX is reaching a critical level of support, and if levels fall below it, the index can test gaps significantly below where it currently trades. He also notes volume as an issue, showing how there's a greater conviction on down days than up ones. ======== Schwab Ne...

Target (TGT) reported a disappointing Q1 earnings miss. Arun Sundaram breaks down the results, attributing the weakness to softness in key categories like apparel and home goods, as well as execution issues with inventory management. Despite the challenges, Sundaram notes that some of the downside risk may be priced in, given the stock's underperformance and cheap valuation relative to peers l...

Mark Matson encourages investors to look beyond the S&P 500 and tech giants like Apple (AAPL) and Microsoft (MSFT) to achieve true diversification. Instead, he suggests considering microcap stocks, small-value stocks in the U.S., and large international value stocks. He warns against, what he considers "toxic investments" like cryptocurrency, including Bitcoin (/BTC), and hedge funds...

Rising yields and the U.S. debt ceiling have investors on edge. But Michael Psyllos says community banks like his are well-positioned to weather the storm. He discusses how his Alma Bank is helping small businesses and consumers navigate the current environment, and why he's optimistic about the future of community banking. ======== Schwab Network ======== Empowering every investor and trader,...

Mindy McIntosh says despite macro uncertainty, now is the time for investors to reassess their portfolios and consider tax-advantaged strategies. With the Fed's rate cut decision and U.S.-China trade talks in focus, McIntosh advises clients to diversify across asset classes, reduce large-cap exposure, and prioritize fixed income products for steady returns. ======== Schwab Network ======== Emp...

Critics of Alphabet (GOOGL) said the company was late entering the A.I. space compared to its Mag 7 peers. Now, the company is launching its own "A.I. Mode" that seeks to disrupt Alphabet's own Google search model. Diane King Hall talks about the reasoning leaders have to shaking up their search engine as the company battles other headwinds pressing down the stock. ======== Schwab Ne...

Ed Siddell believes now is the time for investors to participate in the markets. He sees financials gaining traction once Congress approves the tax bill currently being debated in D.C. Ed doesn't expect tariffs going will go away but thinks there will be a flat rate for all countries once negotiations end. The Mag 7 is another group Ed sees holding strength, eyeing Alphabet (GOOGL) as an under...

Advance Auto Parts (AAP) reports earnings amid an uncertain market. The company has struggled, but with consumers keeping their cars longer due to tariffs, some see a buying opportunity in the stock. Vance Howard and Rebecca Lindland discuss the impact of tariffs on the automotive sector, the potential for a turnaround, and other buying opportunities in the market. ======== Schwab Network ========...

Zoom Communications (ZM) is trying to be more than just a video platform, but can it keep up with the likes of Microsoft (MSFT) Teams and Slack? Likefolio's Landon Swan breaks down the company's efforts to expand its offerings and compete with industry giants. He notes that ZM shows a concerning trend of "lower highs, lower lows," and discusses the challenges ahead for the compan...

Toll Brothers (TOL) posted earnings that satisfied investors and showed what Don Nesbitt considers "unexpected" strength in higher-income homebuyers. However, for lower and mid-income homebuyers, Don says higher interest rates are something everyone "has to get used to." On Toll Brothers, Calvin Butts, Jr. believes its "disciplined" approach on projects with higher ma...

Alan Baratz, CEO of D-Wave Quantum (QBTS), joins Diane King Hall to discuss how his company has driven profits in what he considers the "very early" stages of quantum computing. He also talks about the company's "Advantage2" supercomputer that drove a massive rally off its announcement on Tuesday. On D-Wave's path forward, Alan talks about expanding the business into bl...

While emerging markets have grown significantly, TheoTrade's Don Kaufman is taking a bearish position on the iShares MSCI Emerging Markets ETF (EEM). He doesn't see its rally sticking in the mid-term. On stocks, Don also expresses bearishness in Southwest Airlines (LUV) and GE Aerospace (GE). Rick Ducat offers technical perspective through a look at the charts. ======== Schwab Network ====...

Andrew Arons believes markets are currently in a "really good" trading range despite recent consolidation. He sees all-time highs for many companies before the year closes out. In Amazon (AMZN), Andrew expects the company's Amazon Prime membership, advertising, and AWS rates to accelerate. For Uber Technologies (UBER), Andrew says its upside will come from the younger generation. ===...

Kevin Hincks turns to two example options trades revolving around A.I. earnings. One involves a bearish take on Snowflake (SNOW), while the other offers a bullish view on Zoom Communications (ZM). ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document...

Paisley Nardini sees a more volatile summer than investors may be expecting. Her firm has seen a large uptick in gold being added portfolios, a key signal of investors bracing for volatility. Paisley offers advice on how investors can use futures and commodities to balance equities. On recent economic data, Paisley notes investor worries in sentiment but ultimately turns to hard data in her analys...