Schwab Network

Stocks are surging after U.S. and China trade representatives announced preliminary agreements to lower tariff rates. Among the early winners is Apple (AAPL) which has reportedly debated price hikes for the next iPhone model. Also moving higher is Amazon (AMZN) which says its Chinese seller market share is "significant." Eli Lilly (LLY) is lower as President Trump signs an Executive Order aimed at...

Meta Platforms (META), formerly known as Facebook, is a social media giant with reach into online advertising, A.I. technology and even virtual reality. With over 3.5 billion monthly active users, George Tsilis points to the company's powerful position in social media as well as the overall tech sector. He compares META to its peers and carves out potential positives/negatives ahead for the Ma...

Stocks closed out the week relatively unchanged as investors digest the latest trade talks overseas. Meanwhile, the FOMC kept rates unchanged while the White House announced a preliminary trade deal with the U.K. Tech stocks like Alphabet (GOOGL) and Palantir (PLTR) fell sharply, bucking the overall market trend. ======== Schwab Network ======== Empowering every investor and trader, every market d...

AvePoint (AVPT) had a strong quarter, with over 20% year-over-year growth in all three regions and customer segments. CFO Jim Caci credits the company's focus on profitable growth and controlling what it can in an uncertain environment. He also highlights the growing importance of data security, governance, and resilience, particularly in the Microsoft (MSFT), Alphabet (GOOGL), and Salesforce...

The U.K.-U.S. trade deal is approaching the finish line, but what does it really mean for markets? Erin McLaughlin breaks down the details, including sectoral exceptions and what's at stake in upcoming China talks. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the...

The 10-year treasury "settling in" as Joe Mazzola calls it, could be signs of possible calm amid ongoing tariff negotiations and trade policy talks. Collin Martin looks ahead to next week's inflation data as key to clearing uncertainty surrounding tariff impact on the real economy. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to t...

Phil Streible reviews the week in commodities. He looks at gold, which is up over 25% this year alone, and the U.S. dollar, which has been “treading water” around 100. In Treasuries, he thinks a “buyer’s strike” on international markets is impacting bonds, but thinks we still need more clarity from the Fed and trade policy. He calls bitcoin’s recovery “incredible,” and attributes it to investors l...

Owen Lau says the current administration, SEC and Congress are the "most crypto-friendly" group ever, trending positively for further crypto adoption. He believes tariff de-escalation will afford investors more opportunity to get into risk-on assets like Bitcoin and other cryptocurrencies. He also discusses the latest earnings report from Coinbase (COIN). ======== Schwab Network ========...

Sam Burns is still cautious around a potential market drop, seeing an “extremely negative” policy backdrop and continued uncertainty around trade and earnings. He notes that tariff impacts to economic data haven’t shown up in the data yet. He also reacts to the FOMC decision and says the Fed “can’t save” markets should things go south. Looking for defensive areas, he likes utilities, some financia...

Appian (APPN) CEO Matt Calkins discusses the company's 1Q earnings report and full-year guidance raise. He attributes the company's success to A.I. and its ability to work in a practical way. Matt dives into the A.I. hype cycle, job displacement concerns and the potential for A.I. to actually empower humans. ======== Schwab Network ======== Empowering every investor and trader, every marke...

Jay Bala discusses investing in Canada. Canada is the highest consumer of U.S. goods, so trade relations with them tend to be “linear,” he says – what’s good for the U.S. tends to be good for Canada, and vice-versa. He talks about why he’s against the capital gains tax and why it’s the “single-best thing” Canada can do. ======== Schwab Network ======== Empowering every investor and trader, every m...

Paul Dergarabedian and Jason Britton look at the streaming space. Jason says whoever has sports rights will lead in the next five years. They both like Netflix (NFLX), with Jason also interested in Paramount (PARA). Paul thinks Warner Bros Discovery (WBD) could see less churn as the Minecraft movie and Sinners, box office smashes, could boost Max viewership. ======== Schwab Network ======== Empowe...

Brandon Nelson looks for winners in the small and micro cap buckets. “This is where you find the biggest winners…there are gems all over the place.” He highlights his firm’s fund, Calamos Timpani Small Cap Growth (CTSIX). He discusses how to look for small cap winners and what characteristics are most important. Two picks are Adma Biologics (ADMA) and Lincoln Educational Services (LINC). ========...

Adam Coons joins Nicole Petallides at the NYSE set to discuss this week's developments in ongoing tariff negotiations. Adam says the volatility is likely to persist and investors are in a "wait and see" mode until clarity arises on any trade deals. However, he adds that investors should be flipping the tariff vantage point: look at how the tariffs impact China, not the U.S. Later, he...

Stephen Kent looks at entertainment, comparing legacy players and modern streamers like Netflix (NFLX). He says threatened tariffs on foreign films must have these media makers “shaking in their boots,” as the demand for new content is a constant. He also notes that Netflix has seen success worldwide with shows from South Korea and other areas, which now could be under threat. He says it is also u...

Reports have surfaced that Nvidia (NVDA) plans to release a downgraded version of its H20 A.I. chip for its China-based customers. Jeff Pierce joins Next Gen Investing with the latest details on the report and why the Chinese marketplace is significant for the semiconductor giant. Then, Kevin Green examines the technical picture for Nvidia's chart, with a 3-year weekly timeframe showing a bull...

LikeFolio's Andy Swan breaks down the I.T. budgets they have tracked so far for 2025 saying an "enormous amount of money is flowing into A.I." Looking at Nvidia (NVDA), he says Wall Street is "wrestling with how fast the company will grow." Andy discusses the surge in demand for its products and how NVDA keeps up with orders. ======== Schwab Network ======== Empowering ever...

Joy Yang considers Bitcoin crossing $100,000 a bullish "psychological" level for crypto investors. She explains why Bitcoin's recent rally is "meaningful" for markets. Ryan Rasmussen expects to see investors continuing to add Bitcoin and crypto-related assets to portfolios as tariff volatility moves higher. On Coinbase's (COIN) earnings, he argues Wall Street "does...

New Hampshire is making history as the first state to establish a strategic crypto reserve. John Roy says this move could set off a domino effect among other states and potentially push the U.S. federal government to provide clarity on crypto regulations. He notes that while this development is positive, the real game-changer would be if the federal government stepped in to provide clear guideline...

"We need to be cautious heading into the weekend" with China trade negotiations, says Prosper Trading Academy's Scott Bauer, though he sees opportunities in corners of the stock market. He talks about why he's watching Affirm (AFRM), Crocs (CROX), and First Solar (FSLR). Rick Ducat dives into the charts of each stock. ======== Schwab Network ======== Empowering every investor and...

Paul Schatz thinks China can play the "wait game" until the end of Trump's presidency. He argues that Chinese President Xi Jinping will force China to withstand trade losses, and that China is poised to withstand tariffs. When it comes to markets, Paul argues "one day, markets will wake up to bad tariff news and rally." However, he says there's a long road ahead before...

OptionsPlay's Tony Zhang joins Nicole Petallides at the NYSE set to talk about the promise he sees in Zoom Video (ZM). "We don't think about how ubiquitous Zoom is as a company," he says, adding that it's "one of the most compelling" A.I. plays due to its valuation. Tony offers a neutral to bullish example options trade for Zoom. ======== Schwab Network ======== Emp...

This week's testimony from Apple (AAPL) executive Eddy Cue on implementing A.I. into Safari search sparked a big sell-off in Alphabet (GOOGL). Jeff Pierce says investors are now seeing "real early innings of an inflection point" in Google search disruption. However, Jeff believes the development offers a bright spot for Alphabet in its antitrust case. Prosper Trading Academy's Ch...

Ines Durand goes inside out on airlines. She argues that data shows people are still traveling but thinks United Airlines (UAL) and Delta Airlines (DAL) are well-positioned, while Southwest Airlines (LUV) is losing loyalty. She expects high demand for international travel in the summer, but notes that business travel is down. Tom White shows example options trades in UAL & DAL. ======== Schwab...

It's all green arrows on this morning's earnings movers. The Trade Desk (TTD) was the biggest winner Friday morning, up over 20% following its latest earnings report. Diane King Hall talks about what's behind the big move and what's leading to analysts swinging bullish. Lyft Inc. (LYFT) also saw a double-digit rally when it posted a profit against expectations of a negative print....