Schwab Network

Roy Behren notes mergers and acquisitions have fallen off a cliff after first quarter. However, Roy isn't saying that deal activity will continue to slow. He talks about the merger process companies take to explain why there is a current slowdown. He believes the Trump administration remains favorable to acquisitions but has to overcome various headwinds brought to light in recent deals. =====...

Meta Platforms (META) will reportedly cut 100 employees from its Reality Labs division ahead of the Mag 7 company's earnings next week. J.D. Durkin talks about the latest developments and what it means for Meta's future plans. He notes A.I. spend will be what investors will watch the most, as well as any updates surrounding the company's antitrust fight in D.C. Dan Deming offers an exa...

Apple (AAPL) is expected to double its iPhone output from India to 80 million. Diane King Hall says the company is bracing to maneuver its production around tariffs aimed at China. On earnings, T-Mobile (TMUS) lagged compared to peers when its customer additions didn't meet expectations. Diane also turns to Gilead's (GILD) earnings, which showed pockets of strength that face pressures in a...

David Kaplan says AbbVie (ABBV) shows "unusually strong growth compared to peers." While he notes parts of its business is exposed to tariffs, the pharmaceutical and medical device industries are typically resilient to macro headwinds, and he believes AbbVie can withstand most. George Tsilis later joins to offer example options trades in AbbVie and UnitedHealth (UNH). ======== Schwab Net...

Only 24% of the SPX traded higher at the opening bell, but it's not surprising to Kevin Green after seeing strong rallies the last three days. As long as bulls hold the SPX 20-day SMA, he sees the uptrend continuing. He also points to a potential bottom in the 4-year chart of the SPX futures. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

Domino's Pizza (DPZ) kicks off next week's busy earnings slate, as the pizza chain reports ahead of Monday's open. Rick Ducat looks at the recent sideways price action in DPZ, and highlights a bullish engulfing candle in Thursday's trading session as a key indicator ahead of earnings. Then, Tom White provides a neutral example trade using an iron condor options strategy. ======== S...

Don Luskin notes that if you strip out the Mag 7 from the S&P 500, “the S&P 493 remains unchanged!” He stresses, “Things aren’t as bad as they feel.” He thinks the Supreme Court could overturn Trump’s tariffs and says he’s not a fan of tariffs in general, as they’re just another form of tax. However, putting them in context, he argues that Trump’s proposed tax cuts outweigh the costs of th...

Jenny Horne dives into Alphabet (GOOGL) earnings after the tech giant reported an earnings beat and strong growth in its Google Cloud segment. Then, she turns her attention to Intel (INTC) as shares waver after the company's guidance comes in below estimates. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - htt...

Thomas Martin says “the technical are favoring a bounce here” in markets, but thinks we’ll probably retest the recent lows. Focusing on strong fundamentals, his picks include Quanta Services (PWR), an electric company, Costco (COST), and Nvidia (NVDA). Still, he emphasizes diversification and thinks the SPX remains a good investment. ======== Schwab Network ======== Empowering every investor and t...

Jenny Horne and Nate Peterson examine this week's move higher in Bitcoin and what it indicates about the overall market sentiment. Nate compares the price activity in the crypto coin to Gold as well as Silver. Gold prices took a hit this week, but still managed to touch new all-time highs. Find Crypto Corner episodes weekly, right here on Schwab Network's YouTube Channel. ======== Schwab N...

Keith Townsend is "super excited" about the Google Cloud numbers he saw in Alphabet's (GOOGL) latest earnings, calling it the "poster child" and "crown jewel" of the company's business. He sees this aspect of their business feeding into Google's A.I. push, enhancing Gmail and YouTube as well. For other Mag 7 earnings ahead, he is interested to hear from Mi...

Scott Bauer (@ProsperTradingAcademy) says even despite this week's rally, "we're not out of the woods yet" as markets will continue to whipsaw back and forth on every trade negotiation headline. For now, Scott's looking for stabilization instead of normalization as he focuses ahead to a slew of big tech earnings next week including Meta Platforms (META), Microsoft (MSFT), App...

Les Borsai joins Diane King Hall at the NYSE set to discuss cryptocurrency trading and the recent outperformance of Bitcoin. On BTC acting as a safe-haven, Lee sees a weakening dollar and Pres. Trump's trade policy as catalysts for investors rushing into the crypto asset. Asked if he sees it crossing above $100k, Lee believes the scarcity of Bitcoin inherently means it will only go higher. ===...

Next week's earnings slate will be dominated by big tech companies, including Apple (AAPL). Kevin Horner joins Morning Movers to take a glance at the technical picture for the iPhone maker. Looking at a 5-year weekly timeframe, Kevin sees $130 as a longer-range zone of support if shares negatively react to its upcoming report. ======== Schwab Network ======== Empowering every investor and trader,...

Kevin Green says the current market environment is made for the traders. He adds that it wouldn't be surprising to see a stall or slight pullback after the 6% move higher over the past 3 trading sessions. In terms of levels for the S&P 500 (SPX), he sees upside resistance of $5600 but cautions about walls that could be partially due to increased hedging positioning from Thursday's fina...

Alphabet (GOOGL) rallies after earnings. Intel (INTC) faces challenges under its new CEO. And, Apple (AAPL) reportedly sees increased output from its India-based iPhone manufacturing. Diane King Hall examines Friday's morning movers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/sub...

The U.S. dollar's recent rebound off 3-year lows may be short-lived, according to Thierry Wizman. Despite technical buying and profit-taking in the Euro and Yen, Wizman believes the dollar's long-term decline is far from over. He cites a shift in investor sentiment away from U.S. assets and the dollar, driven in part by concerns over the country's fiscal and monetary policies. With the...

Kevin Green and Jeff Pierce provide live reaction to Alphabet (GOOGL) earnings as shares initially pop higher on a top and bottom line beat. Jeff puts the Google Cloud revenue into perspective as it added nearly $3.5b in Y/Y growth. Kevin examines the company's decision to authorize a buyback up to $70B. Then, the duo dive into Intel (INTC) earnings after the company announced plans to elimina...

Charles Schwab's Collin Martin says it will take a handful of weeks or months before investors get all the clarity they want, but there's signs volatility is cooling, particularly in treasuries. Still, Collin urges investors to anticipate higher than normal volatility in the near and mid-term. He later measures the "two-sided risk" that comes with investing at this time, especial...

George Tsilis turns to another name tied to the A.I. trade. Oklo Inc. (OKLO) is up more than 14% this year while most other stocks in proximity to the A.I. narrative slipped so far this year. George Tsilis takes a look into what makes Oklo unique and the latest news surrounding it, including Sam Altman stepping down as its chairman. ======== Schwab Network ======== Empowering every investor and tr...

“This earnings season is one of the most interesting in a long time,” says Kevin Davitt, especially with the weight that investors put on guidance. He thinks mega-cap earnings could sway sentiment throughout the whole market. He notes strong volume in options, saying the “use cases continue to grow” for those financial instruments. ======== Schwab Network ======== Empowering every investor and tra...

Market breadth expanding and increasing volume, backed by mega cap strength, pushed the SPX into positive territory for its third-straight session. Kevin Green considers this great progress to restore technicals broken since the start of tariff volatility. VIX ticked back below 30 but Kevin says bulls need a volatility crush to clear another major hurdle back to all-time highs. ======== Schwab Net...

Jeffrey Kleintop weighs in on the IMF's reduced GDP forecasts for the U.S. and China, and what it means for investors. Despite the downgrade, Kleintop notes that a global recession is still unlikely, but there's a risk of further downside surprises. He's watching shipping traffic and imports for signs of a potential slowdown. He also discusses the ongoing U.S.-China trade talks and the...

What's behind the Dow's 3-day winning streak? David Stryzewski says it's a "miracle" given the current headwinds and expects some softening in the market over the next 2-4 quarters. David's eyeing hard assets like gold, silver, and Bitcoin, which he believes are undervalued and have room to run. He's especially bullish on Bitcoin, predicting it could hit $250,000 by 2...

Mark Matson brings up the old saw, “Those who don’t learn from history are doomed to repeat it.” He looks at market busts of the past and talks about how he’s seeing many families’ portfolios full of the Mag 7 without being prepared “for that type of risk or volatility.” He brings up investing strategies to continue instead, citing “Nobel-prize winning research” around returns on small companies....