Schwab Network

Hims & Hers (HIMS) rallied this morning after earnings, reversing initial selling action following the report. Diane King Hall believes a huge jump in revenue and its Wegovy deal are behind the positive sentiment. Constellation Energy (CEG) missed on its earnings but reaffirmed 2025 guidance. Doordash (DASH) beat on earnings but posted a slight revenue miss, leading to selling in its stock. ==...

Jeff Kleintop says a regular U.S. trade deal takes 18 months to sign and 45 months to implement, making Trump’s trade war seem like an “impossible” task. He discusses Canadian Prime Minister Mark Carney’s meeting with President Trump today and what needs to be resolved between the two countries. He also thinks that the shock defeat in the German Chancellor vote could threaten its expected fiscal s...

Markets open on another down day thanks to Mag 7 weakness after Constellation Energy (CEG) noted energy production for A.I. may be overstated. Kevin Green turns to the Mag 7 chart to show a potential head-and-shoulders pattern signaling more downside. He adds that gold is retesting all-time highs as volatility reignites. On crude, Kevin shows signs of a turnaround in price action. ======== Schwab...

Palantir (PLTR) dropped nearly 10% overnight despite posting strong earnings showing significant growth. The problem? Jenny Horne says it comes down to its "sky-high valuation" and recent outperformance. She also turns to headlines on OpenAI and how it will retain its nonprofit control status. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscr...

The next 36 hours will be all about Jerome Powell and interest rates, according to Kevin Hincks. He reports from the Cboe Global Markets and weighs whether we'll see a dovish or hawkish stance on rates tomorrow. Kevin says the inflation picture can shift with energy prices plummeting. All of this, on top of a market waiting on any news of trade deals, is why Kevin urges investors to stay vigil...

Bill Baruch joins Morning Movers with a focus on the steady decline in crude oil prices. Bill discusses the case for crude oil to breach above $60. For precious metals, "Gold is obviously the winner" he adds. Bill says he remains long on gold, but reveals he's heavier on silver and copper expecting a "catch-up" in the other metals. ======== Schwab Network ======== Empowerin...

AMD Inc. (AMD) shares have underperformed the broader S&P 500 (SPX) and overall technology sector so far in 2025. Rick Ducat looks at the downward channel in the semiconductor stock ahead of the company's earnings report. Rick points to the Relative Strength Index study as a potential bullish signal. Then, Tom White frames a bullish example options trade around AMD's earnings report ou...

Raul Shah says Hims & Hers (HIMS) latest earnings report was a win for two reasons: A lot of operating leverage and expanding growth. Raul believes HIMS guidance was "implausible" in his estimation, adding the company will grow faster than even the company anticipates. He discusses the GLP-1 marketplace and HIMS product pipeline. ======== Schwab Network ======== Empowering every inve...

DoorDash (DASH) earnings were mixed as investors react to the company's acquisition of SevenRooms for a reported $1.2B sum. The food delivery platform missed on its 1Q revenue estimates, but pointed to growing order volume in its grocery segment. On the technical front, Ben Watson examines the chart's post-earnings dip. ======== Schwab Network ======== Empowering every investor and trader,...

Stocks took a breather after a 9-day win streak. Kevin Green cites headline risk and technical pullback as key drivers. Despite this, he notes the S&P 500 (SPX) 50-day moving average remains a crucial support level. Kevin also weighs in on the E.U.'s plan to tariff $100B in U.S. goods if trade talks fail and the potential impact on markets. He expects a "very difficult" FOMC meet...

Palantir (PLTR) shares slump despite an earnings beat and strong outlook, Ford (F) withdraws guidance due to tariffs, and McDonald's (MCD) gets a downgrade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id...

His contemporaries have dubbed him one of the "Fathers" of convertible bonds strategies, but John P. Calamos, Sr. prides himself as an Air Force veteran and someone who looks for risk management in his investing outlook. On this episode of Market Overtime, Nicole Petallides and John discuss his 50-year career in the markets. From his humble origins to his advice for the next generation,...

Markets consolidated and closed down after the SPX saw nine straight days of gains. Palantir (PLTR) posted a strong earnings but high expectations may be behind some of its downside action after hours. Berkshire Hathaway (BRK/B) sold off after Warren Buffett announced he will be stepping down as CEO in 2026. Microsoft (MSFT) became the new market cap king after overtaking Apple's (AAPL) valuat...

The SPX couldn't close on a 10th consecutive winning day, but Kevin Green says that's okay. He sees today's action as a sign of normalization in the markets, though there's still a potential for a flush. Kevin sees Wednesday's FOMC interest rate decision as a potential "fireworks" day. With a VIX hovering above 20, he urges investors to stay alert until there's a...

Sandeep Sahai, CEO of Clearwater Analytics (CWAN), explains what the SAAS fintech company does and reviews their recent earnings and acquisitions. He discusses the breadth of Clearwater’s data gathering and why he made the recent acquisition of Beacon Platform. He emphasizes the need for knowledge to understand a global portfolio, calling it “existential,” particularly as alternative assets become...

Timothy Chubb says investors have been “emboldened” by a strong 1Q earnings season, but recent revisions downward are a headwind for valuations. He notes that retail investors are driving the market as institutional players sit out. He doesn’t have much confidence in trade resolving quickly, but expects some sectors to hold up well, including AI. On the other hand, he thinks we’ll start seeing tar...

Austin Allison, CEO of Picasso, discusses his company's luxury second home co-ownership model that allows people to buy as little as one-eighth of a home. He joins Caroline Woods to discuss how this model differs from timeshares and traditional home ownership, and how it can be a more appealing option for luxury buyers looking to eliminate home ownership headaches. ======== Schwab Network ====...

While Palantir (PLTR) trading was vastly unchanged after hours, Hims & Hers (HIMS) saw some downside action following its earnings. George Tsilis notes it has "become quite profitable over the years," attributing part of the sell-off to the telehealth company's valuation. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Mar...

Palantir (PLTR) shares pop and drop after initial earnings figures show in-line EPS and a beat on its 1Q revenue. The company raised its FY25 revenue growth guidance to 36%, with commercial revenue over $1.18B. Kevin Green and Alex Coffey join Caroline Woods with a full breakdown on the A.I. software company's quarterly figures. Alex says anything trading within a $5 range is "unchanged&q...

Equities aren't the only corner of markets where volatility is being driven by tariff headlines. Charles Schwab's Cooper Howard believes a lack of tariff clarity will create long-term "sideways" chop in bonds. Michelle Gibley notes how a tariff framework can keep inflation from blocking a potential dovish response from the Fed on interest rates. ======== Schwab Network ======== E...

Scott Bauer covers the commodities market. Crude oil is headed lower as OPEC+ announced a production hike amid lower demand; he expects oil to hover around here, but if it climbs up quickly, he would “sell the rip.” Gold is on the rise, which Scott attributes in part to a weaker dollar. Bitcoin is under pressure and he points out a strong liquidation event in long positions, but thinks the lack of...

Raj Patel argues we had “decent buffers in place” for the economy around tariffs, but now the “clock has started” for deals to be made. He points to frontloaded shipping, uncertainty around earnings, and the potential for stagflation as we approach the end of the 90-day tariff pause. Giving some of his investing ideas, he likes AI but is focusing on software over hardware. ======== Schwab Network...

Ryan Payne and Cory Johnson break down Onsemi (ON) earnings as the semiconductor maker sells off after a beat. Cory says that despite the beat, these were “bad numbers” and a “really challenging quarter” for Onsemi. He discusses how ON has focused heavily on great EV chips, but the demand for those vehicles has fallen off. Ryan, who is overall bullish on the global economy, thinks semiconductors a...

The latest Charles Schwab STAX report showed a sharp 15% plunge, its steepest drop since March 2020. Joe Mazzola urges investors to learn from the period of uncertainty and to "harness" volatility in your portfolios. However, some of the biggest sells included Alibaba (BABA), Strategy (MSTR), and Boeing (BA). Joe notes Mag 7 names like Nvidia (NVDA), Amazon (AMZN) and Tesla (TSLA) still...

Crude oil is clearly in a bear market, argues Simon Lack. He contrasts OPEC+ announcing a production hike even as supply goes up around the world with many expecting that oil demand will plateau. He thinks energy demand is rising in less developed nations to offset lowered demand elsewhere. His stock picks include Oneok (OKE), Cheniere (LNG), and NextDecade (NEXT). ======== Schwab Network ========...