Schwab Network

Nvidia (NVDA) has led the market rebound off April lows, and Joe Tigay sees that trend continuing. He believes the Mag 7 giant's "secret sauce" lies in chip design. On Oracle (ORCL), Joe explains how the company is waking up after being a "sleeping giant." Joe also talks about his bullish stance on Amazon's (AMZN) A.I. and ecommerce optimization. He also offers what he...

Job openings - or JOLTS - surged to a six-month high of nearly 7.8 million. A majority of gains came from the hospitality sector. However, Eric Winograd and Allison Shrivastava caution against readying too much into the data, citing the report's volatility and instead point to underlying labor market trends suggesting a state of equilibrium. They add that hiring and turnover rates are running...

Kevin Mahn shares his thoughts on the market's record-breaking first half of the year. He believes the current rally may actually be short-lived, citing potential legislative headwinds, trade tensions and the Fed's interest rate decisions as possible sources of concern. Mahn expects 2 rate cuts by year-end, but warns that a delayed response could exacerbate economic slowdown. For the back...

The Institute for Supply Management's (ISM) June Manufacturing PMI report showed a better-than-expected reading of 49.0, but the sector remains in contraction territory for the first time in nearly a decade. ISM's Susan Spence attributes the weakness to ongoing trade policy uncertainty, citing executives expressing concern. Despite a slight uptick in production, she notes that new orders a...

Joe Brusuelas says we have a dynamic and resilient economy, but adds that it is slowing. Joe joins Nicole Petallides at the NYSE to discuss the 'silly season' in markets as investors watch for updates from Capitol Hill on Pres. Trump's "big beautiful bill" spending plan. He believes a significant tax cut has been priced in to equities already. Joe continues to see a "gri...

Apple (AAPL) has fallen behind its mega cap peers when it comes it utilizing A.I. Jeff Pierce notes a report that the company is considering using Anthropic or OpenAI for Siri giving shares a boost. As Apple finds its footing in the A.I. race, Jeff talks about the Mag 7 company's extensive ecosystem and vast array of options as tailwinds. Tim Biggam later turns to an example options trade for...

"We're drinking less, and that's a problem for Constellation Brands (STZ)," says Investopedia's Caleb Silver. On top of a secular trend of people consuming less alcohol, Caleb talks about other pressures plaguing the Corona and Model0 maker ahead of earnings. He argues Constellation Brands need to rethink its current strategy as the stock comes off five-year lows. Tom White o...

Citi upped its price target on The Trade Desk (TTD) and issued a "90-day positive catalyst watch" for the stock. Diane King Hall notes shares have taken a beating but have rebounded off lows earlier this year. She also turns to Chinese EV sales and how they've grown substantially year-over-year. Diane adds that BYD Co. (BYDDY) saw impressive numbers that topped Tesla (TSLA). She late...

Taylor Huffman joins Morning Trade Live as equities dip lower to begin the second half of 2025. She says the "whiplash" from April's lows to new all-time highs was largely headline driven. Looking ahead, she points to the fixed income opportunities facing investors as headline "noise" drives a lot of activity. Taylor's looking to the long-end of the curve as rates are n...

The SPX saw weakness at the opening bell after multiple days of hitting all-time highs. Kevin Green urges investors to stay nimble as price action shifts, offering a look into the technicals to watch today. He also points to metals, particularly platinum, which have soared compared to the SPX. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the...

Tesla (TSLA) CEO Elon Musk is back in the headlines after criticizing President Trump and his tax bill. The Mag 7 company slid substantially ahead of the opening bell. Jenny Horne takes a closer look at comments from Musk and Trump and explains why investors are panicked over them. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minu...

Even though markets have hit all-time highs, they're "poised to continue that run higher," says Jay Woods. He expects bank stocks to make a notable rally after staying in the shadows for the first half of 2025. However, Jay sees tech continuing to lead, adding that Nvidia (NVDA) can reach $200 in the near-term. As for the FOMC, he sees a September interest rate cut in sight. ========...

Citi opens a "90-day positive catalyst watch" on The Trade Desk (TTD). Rick Ducat takes a look at the technical formations on the TTD chart, with prices topping out in the recent-term after its latest earnings report. Rick says the momentum indicator is showing some signs of breaking out as well. Then, Tom White illustrates an example options trade using a bullish call vertical strategy....

Noah Yosif says uncertainties about the economy and pending governmental policy initiatives have led to modest cooling in hiring. He points to the 4-week average of Jobless Claims rising by 3.2% over the last month as a signal for some changes coming in the labor market trend. Noah adds he'll be monitoring manufacturing and production roles as tariff costs start to potentially have a ripple ef...

Frank McKiernan joins Diane King Hall at the NYSE to discuss the economic picture for the final 6 months of 2025. He's expecting 1-2 rate cuts this year from the Fed and adds that the "highest risk to the markets right now is higher interest rates." Frank believes stocks can do well between 4%-4.5%. Later, he says the A.I. trade is back in full momentum in 2025, pointing to Meta Plat...

Sweetgreen (SG) shares have wilted thus far in 2025. TD Cowen downgraded the fast-casual salad chain to a hold from buy, cutting its price target to $15 from $25. Rachel Dashiell looks at the 90-day chart and says a break above $15 would give the downward trend a level of needed support. On a 1-year chart, Rachel says the 50-day moving average has been acting as an upside resistance level througho...

Kevin Green kicks off Tuesday's trading session with a look back at what led to the spring volatility and eventual run-up to new highs in 1H25. But, looking ahead, KG's watching several key areas of the trading environment: 1) Weakness in the dollar, and the inverse relationship with equities. He says to keep the rate of change on your radar, look at the $90-$92 range level as area of supp...

Stocks continued last week's rally and pushed the SPX and NDX to new all-time highs. Apple (AAPL) continues to lag on the year but rallied today in the final hour of trading when Bloomberg reported a shift coming to its A.I. layout for Siri. HP Enterprise (HPE) was the SPX top performer after reaching a settlement on its merger with Juniper Networks (JNPR). Oracle (ORCL) rallied to a new high...

Dion Dawkins battles in the trenches on Sunday's for the Buffalo Bills. Off the field, the 4-time Pro Bowler giving back to the fans and community. Dion joins Diane King Hall at the NYSE to discuss his latest ventures in refurbishing Buffalo real estate and the origins of his "Shnowman" nickname. From financial lessons learned as a professional athlete to representing brands that are...

Joe Rinaldi sees a bright spot for nuclear energy, particularly with Constellation Energy (CEG), which he believes is undervalued. He's also bullish on Dominion Energy (D) and FirstEnergy (FE), citing their attractive dividend yields and potential for 10%+ upside. In contrast, Rinaldi is cautious on Nvidia (NVDA), suggesting it's overvalued at current levels. ======== Schwab Network ======...

Rosenblatt sees new potential in Magnite (MGNI) after boosting its price target on the digital advertising company. George Tsilis talks about value the firm sees in Magnite compared to peers like Roku Inc. (ROKU) and The Trade Desk (TTD). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/su...

In a market where optimism and volatility can shift in an instant, Simeon Hyman makes the case for buffer ETFs that can help investors stay the course. He highlights the limitations of traditional buffer strategies and talks about ProShares' dynamic buffer ETFs. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter -...

Charles Schwab's Liz Ann Sonders says retail traders flooded the market and led the recent stock rally. However, she warns that valuations are getting expensive again. Instead of trying to time the market broadly, Liz Ann suggests investors start turning to hedging as a light strategy. Collin Martin takes a closer look at bonds, which he notes have shown similar signs of "complacency&quot...

Scott Bauer covers the commodities market. He says the dollar has “already broken through a couple spots I thought would really hold as support” as it hits 96.5 and 3-year lows. For crude oil, he wants to sell on any spikes because supply remains strong, saying that if it weren’t for geopolitical tensions he thinks price would be in the “mid-$50s.” He also covers the volatility index, which he thi...

The SPX experienced a rebalancing on Monday heading into third quarter, which boosted volume and offered bulls room to run. Kevin Green points out a "golden cross" involving the 50-day SMA adding to momentum. However, gaps on the SPX daily chart suggest a re-test of downside levels. Kevin also explains the role volume played in Monday's price action. ======== Schwab Network ========...