Schwab Network

Mike Miedler and Odeta Kushi discuss the housing market and the latest Pending Home Sales report. “People really feel like demand is coming back into the market,” Mike says, adding that “we are up every single week” in sales year-over-year – excepting the spate of blizzards. “We’re getting this more normalized spring selling season.” Odeta sees “fragile green shoots” on the demand side and notes a...

"It's our belief this could end up lasting longer" than markets are pricing in, says Sam Stovall on the U.S.-Iran War. He turns back the pages of history books to explain how prior crude oil disruptions which led to bear markets compare and contrast to what we're seeing today. Sam also notes Archer-Daniels-Midland (ADM), Walmart (WMT), and Nvidia (NVDA) as stocks to watch ahead....

One trader sees notable upside in Adobe (ADBE) shares over the next three days. The same can't be said for Nvidia (NVDA), where one trader issued 40,000 put contracts for April. As for Palo Alto Networks (PANW), a third trader sees upside in the same period. Tom White turns to unusual options activity for all three tech-centric stocks. ======== Schwab Network ======== Empowering every investor...

Cam Harvey compares technological revolutions through history to the evolution of AI, arguing that it is “completely different.” For example, horse-drawn cab drivers have transitioned into the modern Uber driver – but now self-driving is coming for those jobs. Other areas he sees disrupted are tax preparation and the legal profession. “There’s actually four different technological revolutions happ...

LikeFolio’s Landon Swan shares consumer sentiment data for Lululemon (LULU) ahead of earnings. He thinks that things are beginning to turn around, though he adds a caveat that they’re “measuring from a very low bar.” He notes rising competition, higher costs, and innovation flops over the last few years. He makes the case that the bottom might be in, looking at strong holiday data, and believes th...

Charles Schwab's Joe Mazzola makes the case that Nvidia (NVDA) is "cheap" as the company's GTC 2026 event hits its second day, despite investors staying wary on the AI trade. Tom White adds to the discussion by calling the Mag 7 giant's price action "puzzling" with a lack of bullish conviction despite partnership and tech advancements. Both offer example options tra...

Tucker Perkins offers an international perspective on the crude oil trade as prices hover around $95. One market he sees getting hit especially hard: India, as dwindling propane supplies impact many aspects of its economy. For now, Tucker believes "it's all about" the Strait of Hormuz and how fast the conflict in the area can resolve before price pressures will ease.  ======== Schwab...

David Swartz and Melissa Otto preview Lululemon (LULU) earnings. David doesn’t expect any surprises from the report and thinks investors will be focused on the CEO search. “There’s kind of a lot of drama going on,” with both LULU’s founder and activist investor Elliott Investment pushing for change. Melissa thinks competition is hitting it hard, and Lululemon “really needs to deliver” on the new c...

From oil, beauty, and therapeutic resource stocks, Tammy Marshall turns to three companies she sees as unsung market opportunities. The Fibonacci Princess offers insight and example options trades for Permian Resources (PR), e.l.f. Beauty (ELF), and Sanofi (SNY). Rick Ducat adds to Tammy's analysis by giving investors a glimpse at key support and resistance levels.  ======== Schwab Network ===...

Chris Ward thinks the Fed is “in a tight spot” and needs to “take aggressive action to stimulate the economy.” However, he thinks they’re “helpless” and won’t do anything at their meeting this week. “We are on the precipice of going back into an inflationary environment.” Chris is taking risk off the table and thinks the market could fall from here, saying now might be the time to sell. ======== S...

Carley Garner outlines her case that the bull run in crude oil will end in April. In the meantime, she warns investors to stay nimble on which equities and other commodities crude oil prices will move, as some change pending on the session. When it comes to supply constraints, Carley believes markets may be overreacting. ======== Schwab Network ======== Empowering every investor and trader, every...

Tom Nikic previews Lululemon (LULU) earnings, saying it has become a “narrative stock.” The story has been around its slowing North American business for the past 18 months, he argues, and he thinks it will still be under pressure in this latest report. The wild card is a new CEO announcement, which could “go a long way towards changing investor sentiment.” He has a Hold rating on the stock and ex...

Tim Biggam looks at the chart of Delta Airlines (DAL), offering a bull put spread example options trade. “I would not be chasing Delta, or really any stocks here,” he notes amid market volatility. He doesn’t think airlines have much further upside before a resolution to the U.S./Iran war. The stock is up today on raised guidance. ======== Schwab Network ======== Empowering every investor and trade...

Charles Schwab's Liz Ann Sonders says Tuesday's trading action hinges a lot on U.S.-Iran War developments. With companies like Honeywell (HON) weighing on the conflict's impact to companies, Liz Ann believes investors and analysts alike are wanting more clarity when it comes to earnings. Michelle Gibley outlines her interest rate expectations for global central banks as the FOMC readie...

Alonso Munoz previews this week’s Fed meeting, discusses central bank moves around the globe, and the state of the stock market. He thinks volatility is creating opportunities in the market and is watching earnings very closely. He’s heavily invested in technology and is looking to scoop up names like Meta Platforms (META) or Tesla (TSLA) on pullbacks. Alonso thinks investors should be watching Tr...

Energy infrastructure continues to take a hit even as ships move through the Strait of Hormuz, causing crude oil prices to fluctuate. Kevin Green says the futures curve points to the U.S.-Iran War being a short-lived conflict. Both $60 and $120 "are in the cards" for oil, says KG, highlighting scenarios where both will manifest. On stock movers, he explains the "buy the rumor, sell...

J.W. Roth, CEO of Venu Holding (VENU), joins to discuss the company and the live entertainment business. Their latest capital raise last week was oversubscribed, closing at $86.25 million vs the $75 million they were hoping for. Venu owns multiple amphitheaters and is building new “next generation” arenas across the U.S., and Roth explains the amenities they’re bringing to consumers. “All of the b...

Delta Airlines (DAL) upped its revenue guidance to high single-digit growth, giving a much-needed boost to shares after airlines took a hit over Iran uncertainty. HSBC shed bullish optimism in Eli Lilly (LLY) by downgrading the stock. Argus downgraded DraftKings (DKNG) as a big sporting event begins. Diane King Hall turns to the top movers minutes after Tuesday's opening bell. ======== Schwab...

Talley Leger describes the resilience of the stock market, noting that big tech is still within 5% of its all-time highs. He argues that if we can get past these latest headwinds, the market can keep climbing. He’s keeping cash ready on the sidelines and is watching an “almost parabolic” rotation away from consumer discretionary into energy stocks. He shares several ETFs investors may be intereste...

Lululemon (LULU) has earnings after the close Tuesday, with Rick Ducat previewing key levels to watch heading into the athleisure company's report. He also analyzes where traders are pricing post-earnings moves while offering his own example options trade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https:...

Recessions are typically led by high oil prices, says Erin Gibbs, explaining that it will only make the Fed's job harder into Wednesday's interest rate decision. She talks about how the volatility around the U.S.-Iran War and the Strait of Hormuz will cut into the FOMC's commentary. Concerns also linger in the private credit markets, says Erin, explaining how stresses add to inflation...

@investopedia's Caleb Silver offers a full picture perspective on the first day of Nvidia's (NVDA) GTC 2026. He sees CEO Jensen Huang's expectations of $1 trillion revenue guidance through 2027 and eye for space expansion as ambitious, but possible with long-term timelines. As for Nvidia's stalled price action, Caleb still points to substantial retail interest showing no slowdown f...

Eli Lilly (LLY) is finding new support even as the stock gets tapped with a downgrade, says Ben Watson with Charles Schwab. He offers technical insight into the short and long-term trends for the healthcare giant after shares saw strong consolidation in recent months. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter...

The S&P 500 needs to show defining strength Tuesday after a technical rebound Monday, says Kevin Green. He offers insight into the index futures as crude oil prices move higher. That's not the only geopolitical mover, with KG touching on President Trump delaying his meeting with China's president "by a month or so." He later offers takeaways from Nvidia (NVDA) CEO Jensen Huan...

Kyle Clark, CEO of Beta Technologies (BETA), spotlights his electric vertical take-off and landing vehicle company. He compares them to “very large drones,” calling them “extremely quiet and low cost.” He walks through their latest quarterly earnings, which beat on revenue estimates, powered partially by selling their motors and charging systems to other companies. “Nowhere in those numbers is the...