Schwab Network

Chris Watling charts earnings growth across the world, saying the “shape of global growth is going to change,” with overseas beginning to lead. He says China is in a “sugar rush” economic high, but its struggling fundamentals remain unchanged. He expects more rate cuts this year from the Fed, and is long U.S. bonds. ======== Schwab Network ======== Empowering every investor and trader, every marke...

Nathaniel Bradley believes growth is king, and cybersecurity stocks show lots of it in the coming years. At the front of the trend: Crowdstrike (CRWD), which Nathaniel believes has overcome challenges few companies can hope to achieve. He says competition is important for the space but notes Crowdstrike's push to hold its dominant position. Tom White turns to a pair of example options trades i...

Evercore ISI reiterated its $1,100 price target and outperformance rating on Netflix (NFLX) after the firm's U.S. and Japan survey tilted positive for the company. Caroline Woods adds Netflix's defensive capabilities amid the current market environment. Scott Bauer with Prosper Trading Academy offers an example options trade for the streaming giant. ======== Schwab Network ======== Empower...

Quarter-end rebalancing comes as tariff uncertainty continues to slam the SPX, which has fallen 10% off its all-time high last month. Kevin Green points to the breakdown levels signaling further downside if no bulls offer a bid. On small caps, Kevin offers a bright spot by analyzing the potential for pops in the RUT. ======== Schwab Network ======== Empowering every investor and trader, every mark...

Diane King Hall turns to a pair of price target cuts in Mag 7 giants as the market sells off. Stifel cut its price target on Tesla (TSLA) over reduced near-term delivery forecasts and plunging favorability from its user base. Wells Fargo points to bearish investor sentiment for its target cut on Alphabet (GOOGL). On a positive note, Morgan Stanley upgraded KLA Corp. (KLAC) after noting a "ric...

Rocket Companies (RKT) expands its reach in the real estate market. Jenny Horne talks about the company's acquisition of Mr. Cooper, which comes after it penned a deal with Redfin earlier this year. Apple (AAPL) also made headlines after a French antitrust watchdog fined the tech giant €150 Million, equivalent to $162.4 million in the U.S. ======== Schwab Network ======== Empowering every inve...

A "busy week full of headlines" will consume investor activity this week, says Kevin Hincks. He joins Oliver Renick from the Cboe Global Markets to go in-depth on the tariff talks he's expecting to see and how investors will position their portfolios for the coming months. Employment and manufacturing data will also come through the pipeline this week, which Kevin believes will cemen...

Mike Block describes the economic “gloom” ahead of the April 2 tariff deadline. He thinks beta stocks could get a “squeezy rally” after the uncertainty shakes out. While he “still believes” in the Mag 7 and tech stocks, he thinks we could see another 10% pullback. He discusses post-tariff scenarios where the market goes up or down. ======== Schwab Network ======== Empowering every investor and tra...

Shares of Celsius (CELH) have slipped lower over the past year. But, Rachel Dashiell looks at a possible change in the downtrend pointing to a basing pattern in early 2025. Zooming out to a 4-year chart, she looks at Fibonacci studies to examine the stock's retracement. Rachel says long-term investors are keyed in on the $37-$38 level before possibly retesting $45 to break the downtrend. =====...

Tom White is starting the week off with some Netflix (NFLX) and chill. Looking at the streaming stock's outperformance over the past year, Tom constructs an example put vertical options trade. The neutral to bullish strategy takes the company's upcoming earnings report into account as a possible catalyst for movement. ======== Schwab Network ======== Empowering every investor and trader, e...

Michael Reinking joins Diane King Hall at the NYSE set to discuss this week's volatility ahead of April 2nd. With tariff deadlines looming and investors positioning for market swings, Michael sees flows moving from high growth names into energy, materials, staples and healthcare. Looking forward, Michael says tariff impact will be a major theme for the upcoming earnings season. ======== Schwab...

Matt Tuttle thinks there's "so much more going on beyond" just tariffs. When discussing Nvidia (NVDA) and the Mag 7 big tech stocks, he says the DeepSeek news was a "shot across the bow" for this group as A.I. spending and growth dominate the future. Matt says they "ran up on all of the hype surrounding A.I." calling DeepSeek the pin that popped its momentum. For...

Nvidia (NVDA) shares fall to begin the week as investors gauge exposure to CoreWeave's (CRWV) IPO and overall tech sector weakness ahead of the April 2nd tariff deadline. In terms of the overall market, Kevin Green says the quarter-end "could be very exciting" and he highlights the intraday volatility potential in small-cap stocks. For the S&P 500 (SPX), KG is watching $5,410 to...

Tom White takes a look at a trio of pre-market movers ahead of Monday's open. Kla Corp. (KLAC) catches an upgrade from Morgan Stanley to begin the week. Apple (AAPL) continues to face anti-trust hurdles in the E.U. And, Tesla (TSLA) gets a price target cut from Stifel. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsle...

Monday inspired hope for bulls with a strong rally that faded during the week, culminating in Friday's even stronger sell-off. Two big culprits behind the selling action: continued weakness in the A.I. trade, and 25% auto tariffs announced by the Trump administration. Signs of consumer pressure showed in the latest retail earnings through Dollar Tree's (DLTR) rally and Lululemon's (LUL...

Stock bulls got trounced Friday alongside a rally in bonds that borderline looks like panic, says OJ Renick, who's watching cryptos for signs of further de-risking across the spectrum of tech trades. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - http...

Quantum's in the name but has no part of the business. Quantum BioPharma (QNTM) is up over 130% year to date but has fallen more than 50% off its all-time high. George Tsilis notes the interesting drugs it's developing can reach corners of the market sometimes ignored. The issue? Quantum's lack of revenue, which George says needs to reverse for these products to get on shelves. =======...

Salesforce (CRM) and its agentic A.I. "Agentforce" offering are the subject of this week's Tech Corner. George Tsilis dissects the company's business model and dominance in the CRM market versus competitors like Microsoft (MSFT), HubSpot (HUBS) and SAP (SAP). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute ne...

Simeon Hyman says the sell off is a reminder that “the market likes gridlock” in politics. He discusses the phenomenon of companies performing worse but upping their dividend. Simeon talks about areas of opportunity he sees in the market, looking at the NOBL ETF. Above all, he says to consider what will benefit from a market rebound. ======== Schwab Network ======== Empowering every investor and t...

Joe Mazzola with Charles Schwab says Friday's core PCE data shows a consumer more afraid to spend as inflation lingers. He believes volatility can spike if employment data ahead shows deterioration as bonds gained strength this week. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/sub...

On Thursday, Kevin Green pointed out a death cross in the technology sector that signaled today's sell-off. Now, he points to further downside with an SPX "domino effect" being set up. Kevin highlights a broken bear flag to the downside and a bearish engulfing candle eating last week's gains. He goes back 20 years in the SPX to show how bears can achieve a historic feat with the...

Jimmy Lee tells his clients that in stocks, every 3-5 years they’ll lose a third of their value in a bear market before it climbs back up. He’s hopeful that lower rates and less regulation will outweigh the “noise” of today. “We’ve been cautioning investors not to be too overweight in these high fliers,” he says, noting that being underweight Mag 7 names has allowed their portfolio to weather the...

Patrick McKeever expects the economy to slow, which he thinks will benefit “off-price retailers” all over the spectrum. He discusses retail bankruptcies, and says names like Kohl’s (KSS) are on the “concern list.” He also talks the car parts trade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetw...

Eric Lynch and Brian Szytel preview next week as the market sells off and U of Michigan long-term inflation expectations hit a 32-year high. Brian has “no worry” about the U.S. consumer’s spending “as long as they do have jobs,” noting the strength of the consumer balance sheet. Eric thinks there’s a lot of value opportunities in the market still. ======== Schwab Network ======== Empowering every...

Adam Coons tells investors to "stay the course" with their portfolios. Adam argues tariffs will end up being "deflationary," suggesting little long-term risk to investments. As for portfolio positioning, he expects names like Crowdstrike (CRWD) and Fortinet (FTNT) in cybersecurity to benefit from the A.I. boom. In the Mag 7, Adam says Alphabet (GOOGL) and Amazon (AMZN) are pois...