Schwab Network

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...

Jessica Inskip urges investors to keep tariff volatility in mind when adjusting your portfolio. She talks investors through how Fastenal (FAST), Costco (COST), and Berkshire Hathaway (BRK/B) offer piece of mind as volatility stays high. Charles Schwab's own Ben Watson turns to the bullish and bearish technical trends. ======== Schwab Network ======== Empowering every investor and trader, every...

Talley Leger says a significant shift has occurred: “We haven’t seen this kind of lopsided sentiment and positioning” since major crises like in 2000 or 2008. He notes that in the company guidance that hasn’t been pulled yet, many are revising higher. “You don’t have to be too choosy, just buy everything,” he adds. He thinks the first impact of tariffs will be shown in the jobs data this week. ===...

Visa (V) is on deck to report earnings after the close. Caroline Woods talks about how the credit card company will highlight consumer spending trends. One metric she's keeping a close eye on: cross-border volume, which can offer another perspective into international travel. Tim Biggam turns to an example options trade in Visa. ======== Schwab Network ======== Empowering every investor and tr...

“Predicting interest rates is a fool’s errand.” Sean Dranfield examines the fixed income market, saying history shows Wall Street forecasts are right only around 10% of the time. “Try to build a diversified portfolio” that can benefit both ways, he advises, particularly in this time of substantial volatility. ======== Schwab Network ======== Empowering every investor and trader, every market day....

Honeywell (HON) popped after its earnings beat and raise, which Jonathan Sakraida attributes on its ability to navigate tariffs and lack of dependency to China. He talks about how the company did so by derisking its supply chain. On the other end, Jonathan sees Caterpillar (CAT) struggling, maintaining a neutral to bearish stance on the stock. Tom White offers example options trades in both compan...

Amazon (AMZN) shares faced selling pressure after the White House called the company's decision to display tariff costs on products a "hostile and political act." Diane King Hall notes it's just the latest company following a formula. Hims & Hers (HIMS) rallied more than 25% after it joined a partnership with Novo Nordisk (NVO) to distribute Wegovy. Diane also turns to SoFi T...

5,600 continues to be the level Kevin Green monitors as resistance for the SPX. While he sees investors holding ground, he points to the VIX v. front month VIX as a sign more selling pressure can hit the market. Kevin still believes there's potential for a VIX crush, just not this week. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Ma...

Jeffrey Kleintop reacts to the Canadian elections and notes that growth is forecast to be unaffected by the trade war. He notes that the last shipments from China ordered ahead of the tariffs should be arriving around now, so we should see financial impacts beginning in the middle of May. “We’re looking at a pretty big dry up in supply of goods,” he notes, looking at data on scheduled vessels. He...

This morning's earnings movers saw down arrows ahead of the opening bell. Spotify (SPOT) was down as much as 7% when its bottom line saw a big miss despite healthy subscriber growth. Jenny Horne notes commentary from the CEO on Spotify's outlook spurring skepticism. UPS Inc. (UPS) beat on its earnings but plans to cut 20,000 jobs and close dozens of sites around the country. ======== Schwa...

U.S. Treasury Secretary Scott Bessent spoke at the podium as Kevin Hincks reported from the Cboe Global Markets. Bessent urged Americans to watch the hard data coming down the line, as Kevin points out strength in the latest prints. One weak spot came from General Motors (GM), which posted an earnings beat, though a postponed conference call and the company not accounting tariffs worried investors...

Starbucks (SBUX) reports 2Q earnings Tuesday and investors will be looking for signs of a turnaround under new CEO Brian Niccol. Tom White helps preview the company's report before turning to example trading strategies in the coffee shop chain. Like other companies, Tom says guidance will be key for SBUX moving forward. ======== Schwab Network ======== Empowering every investor and trader, eve...

In the current environment where consumers consider cutting back subscriptions, Bob Lang looks at Spotify (SPOT) which is down after earnings. The audio streaming giant's CEO said "The short term may bring some noise, but we remain confident in the long-term story." For Sofi (SOFI), Bob calls it a "lights out quarter" and says this is a company to watch as student-loans sta...

"Liberation Day created a crisis" but Brian Levitt says there's been some incremental improvement since the initial sell-off. He points to the bond market response on April 21st as a "stagflation fears" type of move, but noted the Trump Administration's 90-day tariff pause shortly after. On the consumer side, Brian adds there's concerns about where prices are going...

Ben Watson says investors could be swiping at near-term, range-bound price activity in Visa (V). He adds two studies: the MACD and ADX while explaining the use case of these technical indicators. On a longer-term chart, he points to the $320, $340 and $350 levels as key areas to watch ahead of earnings. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscr...

Stocks got some possible positive news after reports suggested the White House was looking to ease up on auto tariffs, especially for domestic automakers. Kevin Green breaks down the details, including which companies could benefit and shares his take on General Motors (GM) after its latest earnings report. ======== Schwab Network ======== Empowering every investor and trader, every market day. Su...

A trio of earnings movers highlight today's Morning Minute. UPS (UPS) beat on EPS but revenue was lower than a year ago. General Motors (GM) slips after it reassesses its 2025 guidance in the wake of Trump's tariff policy. And, Royal Caribbean (RCL) raised it's full-year outlook after better-than-expected figures in its 1Q report. Tom White has the latest earnings action here. ========...

A back-and-forth day on Wall Street ended with all indices except the NDX closing higher. One company notably left out of gains: Nvidia (NVDA), as the A.I. giant faces new competitive headwinds in China. Tesla (TSLA) was down as much as 4% before closing above the flat line, as CEO Elon Musk seeks $20 billion in additional funding for xAI. Boeing (BA) was the leader of the $DJI thanks to an upgrad...

Olivier Blanchard considers Huawei's new A.I. chip a "significant threat" that Nvidia (NVDA) has time to react to. The biggest headwind Olivier sees for the A.I. giant is license restrictions on its H20 chips, which Huawei took advantage of. He turns to the next steps Nvidia can take to ensure it holds leadership in the A.I. space. ======== Schwab Network ======== Empowering every in...

Is regulatory clarity on the horizon for crypto? Gerald Gallagher says "we're right on track" with the current administration's efforts to provide a clear regulatory environment for the industry. He cites progress on Stablecoin legislation and market structuring as top priorities, with the potential for "enormous" traditional finance adoption once achieved. ======== Sch...

The longer tariffs hang over Americans, the more likely growth can be staggered long-term, says Charles Schwab's Collin Martin. It can also pose a domino effect onto the Fed. Collin says hemorrhaging growth can spiral to stagflation, which puts more pressure on Jerome Powell and his interest rate plan. ======== Schwab Network ======== Empowering every investor and trader, every market day. Sub...

In this episode of Market Overtime, Charles Schwab’s leading voices — Omar Aguilar, Jeffrey Kleintop, Liz Ann Sonders, Kathy Jones, and Mike Townsend — share their perspectives with Diane King Hall on recent stock market volatility, global market trends, and thoughtful approaches to helping safeguard your portfolio during uncertain times. ======== Schwab Network ======== Empowering every investor...

Carley Garner is targeting $50/barrel for crude oil, or even lower. However, this price does not reflect a potential recession. She expects continued demand destruction for oil, and says that if it follows recent patterns in 2016 or 2020, we could be at the “beginning of the downtrend.” ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market...

Scott Bauer covers the commodities market, reviewing last week’s moves in gold and saying he continues to buy on the dip. “I’d actually rather buy silver than gold,” he says, waiting for the metal to catch up with its peer. He says the market will be watching the Mag 7’s earnings this week, but afterwards it will still be trading “on tariffs,” putting substantial time pressure on the White House....