Schwab Network

Ahmed Khan with Morningstar says he "really liked" Meta Platforms' (META) earnings. His firm has a four-star rating on the stock with a $770 fair value estimate. When it comes to the outlook, he believes A.I. optimization in its social media platforms will serve as a primary driver for profitability by driving user and advertiser traffic. ======== Schwab Network ======== Empowering e...

Amazon (AMZN) is expected to remove some of the fog surrounding consumer uncertainty with its earnings. Caroline Woods notes that AWS and A.I. advancements will still be important, though she expects retail outlook to be what investors watch the most. Analysts still remain largely bullish on the Mag 7 name, as Caroline notes optimism Amazon can absorb China's pricing pressures. ======== Schwab...

Supermicro (SMCI) plummeted in the premarket after telling investors to expect earnings far below Wall Street's estimates. Jenny Horne notes that investor distrust in the company is adding to the steep sell-off. Starbucks (SBUX) released its latest earnings report, which did not win investors over. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe t...

A slew of crypto-tied stocks are on deck to report earnings. Dan Novaes notes Strategy (MSTR) CEO Michael Saylor holds bullish sentiment on the company's outlook even with first quarter difficulties for Bitcoin price action. He adds that Block (XYZ) serves as a "picks and shovels" play for the crypto industry. Sarah Kunst expects Riot Platforms (RIOT) to have a "pretty good quar...

Apple (AAPL) and Amazon (AMZN) report earnings after the bell. Hilary Kramer says Apple needs to "shock the system" by posting $100 billion in revenue to see a post-earnings rally. On Amazon, she sees the company's AWS cloud platform being challenged by Microsoft (MSFT) Azure, seen through its earnings Wednesday evening. Outside of the Mag 7, Hilary expects Palantir (PLTR) to rally a...

Jason Brown sees stocks that can weather consumer turbulence, including Amazon (AMZN), which he believes holds pricing power with tariffs and thinks shares are oversold. He also turns to the bullish and bearish trends he sees in Whirlpool (WHR) and CME Group (CME). Rick Ducat dives into the charts to highlight moves supporting James's picks. ======== Schwab Network ======== Empowering every in...

Kevin Mahn says we’re “well-positioned for the second half” but expects bursts of volatility in May. He thinks the bottom might be into the market, arguing “the worst is behind us” around trade uncertainty as companies begin pivoting towards the “new world order.” He is bullish on utilities, calling them a “back door play on the A.I. revolution” and noting that many of them are strong dividend nam...

2 of the world's largest companies report quarterly figures after the close: Apple (AAPL) and Amazon (AMZN). Kevin Hincks provides 2 different trade examples to play the Mag 7 members. For Apple, Kevin composes a long put calendar trade with a more bearish stance. On Amazon, he uses a call diagonal play that leans bullish. ======== Schwab Network ======== Empowering every investor and trader,...

“Every year during the spring, we always see a boom” in the real estate market, says Rogers Healy. He looks at the most recent economic data on New Home Sales and says the Fed doesn’t need to adjust rates right now because of continuing demand. In 6-8 months, he does expect an “adjustment” as tariffs hit consumers. He thinks Baby Boomers and Millennials are the demographics driving the market. ===...

CoinDesk's Andy Baehr says Bitcoin has proven itself as an "involatile" asset during times of tumultuous volatility. He considers $80,000 the new floor for Bitcoin and expects further upside through higher trading velocity as macro trends shift. Ethereum hasn't seen the same respect, as Andy explains why it's down 45% so far in 2025. He later turns to Strategy's (MSTR) wa...

While Microsoft (MSFT) and Meta Platforms (META) shined in the Big Tech space, Diane King Hall turns to a mixed earnings picture elsewhere on Wall Street. CVS Health (CVS) posted an earnings beat, raised guidance, and announced a Wegovy deal with Novo Nordisk (NVO), all contributing to its rally. However, Eli Lilly (LLY) disappointed with its earnings. Diane also discusses how weak guidance led to...

The A.I. story appears "alive and well," says Kevin Green. He says the SPX reclaimed its 20-month SMA, though RSI broke an uptrend. The bullish picture is stronger for the NDX, shown in what Kevin calls a "very bullish" hammer on the month. One commodity he's keeping on the radar: crude oil, which shows a historic divergence from the SPX. ======== Schwab Network ======== Em...

Dina Ting covers international investment opportunities, including the Franklin Mexico ETF (FLMX), defense spending in Germany, the auto industry in Japan, and other areas. Despite tariffs targeted at most of these areas, she explains why she still thinks they’re solid investments, emphasizing that tariffs are still uncertain. Because the U.S. markets are so concentrated in megacap tech, she argue...

Reporting from the Cboe Global Markets, Kevin Hincks believes Microsoft's (MSFT) "massive" move higher could lead to the Mag 7 reclaiming leadership. Not all Big Tech companies are painting a rosy picture, with Tesla (TSLA) denying a report that its board started a search for a new CEO. On the international front, Kevin turns to trade talks between China and the U.S. reportedly takin...

"Big 24 hours of earnings," says Rick Ducat as he looks at the technical patterns in Amazon's (AMZN) chart ahead of its postmarket report. Apple (AAPL) and AMZN release quarterly figures a day after Meta Platforms (META) and Microsoft (MSFT) surged higher. Because of today's premarket move, Rick sees potential support at a high-volume level around $188. Tom White puts together a bullish example op...

Jim Kelleher believes the market will receive Apple (AAPL) earnings "positively" and points to iPhone numbers that are favorable. He expects an "upside surprise" on iPhone, but does caution weakness in China is expected and sees strength "everywhere else." Jim adds that A.I. - and Apple's role in A.I. infrastructure - will be a central focus point in the company&#...

Live from the floor of the NYSE, Jonathan Corpina joins Diane King Hall to examine year-to-date economic performance. He discusses the volatile swings from April, but says earnings performance so far could be returning some optimism to investors. Looking ahead to May, Jonathan points to next week's FOMC meeting and tariffs discussions as key points. "Once they get this first one done, eve...

CVS Health (CVS) tops earnings estimates and raised its guidance. Kevin Horner examines the technical layout for the healthcare giant. Using a 5-year chart with a 100-week moving average, Kevin highlights the "stairs up" pattern showing some improvement and potential upside towards the $80 level. ======== Schwab Network ======== Empowering every investor and trader, every market day. Sub...

Kevin Green kicks off Morning Movers with a glance at overnight developments in the energy markets causing crude oil prices to slip. On tariff negotiations, Treasury Secy. Bessent revealed he's meeting with Japan today and believes the uncertainty around policy is a negotiating tactic for the Trump administration. Meanwhile, Microsoft (MSFT) and Meta Platforms (META) rally on earnings beats. K...

Microsoft (MSFT) surges after positive earnings and A.I. commentary. Meta Platforms (META) rallies as the company boasts nearly 1 billion users of its A.I. services. And, as Apple (AAPL) earnings loom, the company faces judicial pressures in an antitrust ruling regarding its App Store. Tom White takes a look at the biggest tech stocks moving markets. ======== Schwab Network ======== Empowering eve...

Bitcoin's move higher in April has caught the eye of crypto investors - and even some U.S. states! On the latest episode of Crypto Corner, Jenny Horne and Adam Lynch examine the chart of BTC before diving into the latest legislative efforts to create a Digital Assets reserve in Arizona. Then, the duo discusses the ongoing regulatory review of new crypto ETFs for assets like Dogecoin and XRP. =...

What started as a down day due to mixed economic data ended with all major indices except the RUT closing in the green. Microsoft (MSFT) and Meta Platforms (META) ushered in more strength after hours when both companies posted notable earnings beats. The tech front shined throughout the trading day as well, with Western Digital (WDC) and Seagate (STX) trading among the SPX's top performers. Ho...

Defense stocks are taking off as the world's militaries ramp up spending on space technology and national security. Andrew Chanin shares his insights on where investors can find opportunities in the U.S. and abroad. Companies like Amazon (AMZN) are entering the new space race through Project Kuiper. Andrew also discusses UFO, the first pure-play global space ETF. ======== Schwab Network ======...

Stock dispersion is at an all-time high. That's according to CFRA's Aniket Ullal. He joins Caroline Woods to break down what this means for investors and shares his take on which stocks and ETFs could benefit from this trend, including those with lower import exposure and higher export potential. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subsc...

Microsoft (MSFT) and Meta Platforms (META) shares soar after earnings. For MSFT, 3Q Intelligent Cloud revenue clocked in at $26.8B, above Wall Street estimates. Alex Coffey and Scott Durfey join Caroline Woods with live reaction to the Mag 7 earnings reports. After Meta Platforms (META) reported ahead of schedule, Scott says "this one is among the biggest" and "it's great news s...