Schwab Network

Kevin Hincks points to an "import explosion" as the reason behind today's negative GDP print. He believes the data isn't as bad as investors make it appear once you turn the pages on the report. Kevin also notes a "modest" ADP employment print behind some of the downside action. With Microsoft (MSFT) and Meta Platforms (META) reporting earnings today, plus Apple (AAPL)...

Instagram and Facebook's parent company - Meta Platforms (META) - reports earnings later today. Rick Ducat highlights the stock price activity in META so far in 2025, looking at the Relative Strength Index crossing above the mid-line this week. Then, Tom White compiles an example options trade using a call diagonal strategy with a bullish tilt. ======== Schwab Network ======== Empowering every...

Michael Reinking joins Diane King Hall at the NYSE set to discuss the latest economic data hitting the markets. He points to the pull forward in demand due to impending tariffs, and says the deceleration in consumer spending is something to watch. Michael also examines the ADP Employment report which came in well below estimates and indicated a slowdown in hiring. ======== Schwab Network ========...

Norwegian Cruise Line (NCLH) came up a little short in its 1Q earnings report. Steven E. Orr says overall cruise ships are doing well right now, and points to the earnings beat from Royal Caribbean (RCL). For NCLH, he likes their adjustments in fleet ownership but says cash on hand is lower than RCL which could be a concern. Steven likes the industry trend in targeting repeat cruise customers and...

Shares of Supermicro (SMCI) are under pressure after the company's preliminary 3Q figures and forward guidance disappointed. Ben Watson takes a look at the technical picture in the short and long-term timeframes. On the 1-year chart, he sees a symmetrical triangle centering around the $43 level. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe...

Scott Bauer (@prospertradingacademy) is paying closer attention to the bond market movement as investors prepare for the latest PCE print. Scott says the overall macro hasn't changed as investors await clarity and certainty in tariff policy, but now with hard data coming in the inflation picture will become clearer. ======== Schwab Network ======== Empowering every investor and trader, every m...

Supermicro (SMCI) shares have plunged lower after preliminary 3Q figures came in much lower than expected. Starbucks (SBUX) is down after earnings as the company looks for a turnaround under a new CEO. And, Nike (NKE) faces a downgrade from Wells Fargo. Tom White has the latest movers ahead of Wednesday's open. ======== Schwab Network ======== Empowering every investor and trader, every market...

Charles Schwab's Liz Ann Sonders says the U.S. has begun to see impacts of the trade war with shipping ports taking in less Chinese cargo. However, she also urges investors to watch upcoming economic prints like jobless claims that may raise warning flags for recession. Liz Ann talks about "factor-based" investing and how it serves as a defensive strategy if economic weakness persist...

Trade deal hopes and auto tariff cutbacks helped stocks close higher on the session. Those developments came after General Motors (GM) initially traded lower following its earnings. Amazon (AMZN) caught tariff headlines when it denied plans to display import charges on its website, triggering a response from the White House. Spotify (SPOT) bounced off session lows after a bottom line miss and shor...

Markets have been surprisingly resilient this year. Mo Haghbin says "buy the dip" investors have been re-entering the market, but he's taking a more cautious approach with a slight overweight to fixed income. Mo says inflation and inflation expectations, including the impact of tariffs, are key concerns, and he's not convinced the Fed will cut rates as many as four times this yea...

Jeremy Barnett says ad budgets are consolidating, but brands want "effective optimization" and to "waste less." He believes A.I. marketing solutions can help brands "hack their economics" by making better, unbiased decisions about their content campaigns. With clients like Skechers (SKX), Hasbro (HAS), and Sweetgreen (SG), RAD Intel is helping brands create content th...

Kevin Green says bulls won today's session but points to a critical resistance level coming up in the SPX futures four-year weekly chart. Additionally, the 10Y-3MO treasury spread signals a potential pullback and reemergence of "bad news is good news" mentality on rate cut expectations. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market...

“We hold all the cards” with China, argues Sean O’Hara, and thinks resolution will come soon. He’s also watching progress on the tax bill. With oil lower, he doesn’t think inflation will be sticky, and with a slowdown in economic growth he thinks that makes the Fed free to lower rates. He says the market has found a bottom “for now,” but could see pain in the second half. ======== Schwab Network =...

"I don't think anything has changed" in the overall A.I. story, says Dave Nicholson, but he believes it can vastly change depending on which company you look into. He expects tariffs to shape A.I. cost structures, increase what Dave calls "co-opetition," and start a potential push away from Nvidia (NVDA). Meta Platforms (META) building its own ecosystem through LlamaCon is...

Ben Emons thinks we have hit the market bottom, comparing the market’s rebound against the 2020 Covid V-shaped movement. “Will we go back to the peak? We’ll see.” He also talks about inflation risks and what the Fed may do next – while he argues that tariffs are a major negative, he thinks that more members of the Fed may be focused on inflation metrics. ======== Schwab Network ======== Empowering...

Tuesday's consumer confidence report has fallen yet again, and tariffs are the culprit behind the negative marks. Art Laffer Jr. says deals with "blocks" of countries like the EU will reverse sentiment to the upside. Brian Jacobsen adds that current market conditions are still investable. He tells investors to look for stocks and ETFs offering broad-based exposure. ======== Schwab Ne...

“Stay on target,” Blake Millard urges. “We need to be nimble, be flexible, but stay on target.” He adds, “This administration is trying to undo the last 100 years of progress” in capitalism by changing the entire economy back towards manufacturing and away from services. Still, he thinks we’ve moved past “maximum uncertainty.” ======== Schwab Network ======== Empowering every investor and trader,...

Larry Tentarelli offers his macro perspective to analyze potential investment opportunities. He says he's "not a fan" of the Mag 7 right now, instead pointing to high growth leaders like Palantir (PLTR) and Netflix (NFLX) as "true leaders." One Mag 7 stock Larry sees upside potential in is Tesla (TSLA), if it can hit $300. He believes gold miners serve as good tariff plays...

Kevin Horner’s Technical Tuesday charts cover the S&P 500 (SPX), On Holding (ONON), and Applied Materials (AMAT). He offers technical levels to watch on the SPX, highlighting the 50-day SMA as a potential area of resistance. Looking at the other charts, he points out areas to watch on ONON, and sees a potential bull flag on AMAT. ======== Schwab Network ======== Empowering every investor and t...

Jeff Pierce returns to talk about SoFi Technologies (SOFI), which rallied Tuesday after seeing financial services grow more than 100%. He believes the stock is earning more respect on Wall Street through diversifying its business. However, like many other companies, Jeff expects tariff outlook to leave question marks in the growth story. ======== Schwab Network ======== Empowering every investor a...

Likefolio’s Andy Swan covers their sentiment data for Starbucks (SBUX) after a tough run for the stock. He thinks competition is hitting Starbucks hard and notes strong interest in Dutch Bros (BROS) in their web visits data, as well as the return of mom & pop shops. Monthly active users on Starbucks’s app are down 20%. “Starbucks faces some real challenges here…they kind of lost their soul.” =...

Yelena Shulyatyeva breaks down the Consumer Confidence report as it hits the lowest level since January of 2021. She discusses how low confidence can freeze buying and expects a “significant deceleration in economic growth this year.” She highlights that confidence is lower across the political, age, and other spectrums, pointing to broad-based fears. However, she thinks we can avoid recession wit...

Kevin Hincks uses an example call diagonal strategy to demonstrate a bullish stance in today's Daily Trader. For Tesla (TSLA), Kevin looks at current headwinds facing the automaker. Then, he looks at coffee giant Starbucks (SBUX) ahead of its 2Q earnings report. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable f...

General Motors (GM) posted an earnings beat but delayed its conference call due to a lack of clarity on tariffs. Karl Brauer says the Trump administration needs to focus on long-term tariff plans to ensure the auto industry stays on a track to profitability. Garrett Nelson has a hold on General Motors as he's waiting to see how future earnings shake out in a tariff environment. ======== Schwab...

Greenwich Lifesciences (GLSI) is a company that focuses on preventing the recurrence of breast cancer after surgery. CEO Dr. Snehal Patel discusses how it can create a vaccine to help the immune system kill cancerous cells in tandem with other traditional treatments. “In our Phase 2 trial we prevented 80% or more” recurrences, he claims. They are currently running a Phase 3 trial, and he discusses...