Schwab Network

Hatem Dhiab says he "doesn't want to rain on anyone's parade" but following Tesla's (TSLA) Robotaxi event in Austin he's left looking for more data. Hatem points to the geofenced restrictions on its vehicles and the presence of human monitors as potential question marks, and compares the physical structure of Tesla's cars to that of Waymo's. Later, Hatem weighs in...

After surging to all-time highs last week, shares of Oklo (OKLO) have fallen sharply. Marley Kayden joins Next Gen Investing to examine the nuclear energy's stock and a recent downgrade from Craig-Hallum. The firm cut its rating to a hold from a buy, but raised its price target to $59 from $43. As Marley details, the analyst is uncertain about OKLO's regulatory path ahead as it has no pred...

Carnival (CCL) shares are up more than 40% over the last year, but have pulled back from recent highs. Despite this, the company's record earnings and strong forward-looking booking mentions are positives. However, Likefolio's Megan Brantley notes that CCL's high debt-to-equity ratio and exposure to budget-conscious consumers could be headwinds. Additionally, changes to its loyalty pro...

Russell Hackmann is positive on the market despite “wild cards” ahead. He says it would be “great” if crude oil stays between $70-$73 but discusses what could bring oil above $100/barrel. He also talks about Jamie Dimon’s warnings about the bond market cracking. He is “very concerned” about the long-term impacts of the U.S. deficit and thinks investors should stay away from fixed income. He discus...

Existing home sales rose 0.7% in the latest month, but beneath the surface, weaknesses persist due in part to high mortgage rates. Bankrate's Stephen Kates and First American Financial Corporation's Mark Fleming join the conversation to break down the state of the housing market. They discuss how demographic trends, such as an aging population "aging in place," are also contribut...

Mike Shorr looks to manage risk levels in his 3 example options trades. For Crispr Therapeutics (CRSP), he's looking at low-implied volatility in the gene-editing biotech company. For nuclear energy company Oklo (OKLO), Mike says the pullback to a 20-day moving average could be a reason to get into the stock ahead of August earnings. And, lastly, he's looking at an earnings gap fill move i...

Jeffrey Small explains why the market didn’t have an outsized reaction to the U.S. bombing Iran. He thinks a melt-up could occur in the S&P 500 before the end of the year, and walks through his “best-case scenario” for the year. He prefers to buy companies outperforming on their bottom line, saying bonds no longer really work as a hedge for equities. “When everyone is saying don’t buy, it’s th...

KB Home (KBH) shares are down ahead of its 2Q earnings report. David Trainer says his firm is more neutral on KBH compared to several of its peers, saying it "doesn't have much upside when things get better again." David believes it's a difficult period and "difficult environment" for homebuilders now with higher costs and higher rates. Later, Tom White illustrates pote...

Dann Ryan looks at the small cap space and highlights opportunities for investors. He warns that small caps can carry heavier debt levels with higher interest rates, and the Russell 2000 tends to be the most volatile part of the market. He allocates around 10% of his portfolio to small caps and sees a “rocky road ahead.” He likes utilities and more defensive sectors right now. He also thinks that...

Ahead of tomorrow's earnings report, Marley Kayden previews Carnival (CCL) numbers. She discusses the state of discretionary spending by U.S. consumers, as people spent on travel and leisure expeditions. Marley notes that analysts have raised their CCL price targets over the last 2 weeks, indicating a bullish sentiment remaining on the Street. Then, Charles Moon provides an example trade in CC...

Diane King Hall joins Nicole Petallides at the NYSE to focus on several early movers in Monday's trading session. Hims & Hers (HIMS) shares drop on news that Novo Nordisk (NVO) will no longer allow the telehealth company to sell its weight loss drug Wegovy. AMD Inc. (AMD) gets a bullish note out of Melius Research as the analyst upgraded it to a buy. And, DoorDash (DASH) shares are at 3-ye...

Stocks are trying to find their footing after this weekend's escalation in Iran. Kevin Green says the S&P 500 (SPX) needs to hold above 6000 to avoid more selling. He's watching for volatility as investors gauge any developments out of Iran, and adds that a break below 5950 could trigger more selling. KG believes crude oil faces headwinds breaking above $80 without a prolonged conflict...

Jay Pelosky says the market is “giving us real signals” amongst the noise. He compares the market’s reaction to the U.S. attacking Iran vs other “crises” of the past. “The U.S. is kind of the center of global uncertainty, and folks are over-allocating to the U.S.” he argues. Because of this, he sees big opportunities in international markets and global commodities. ======== Schwab Network ========...

Jenny Horne describes the analyst community response to Tesla's (TSLA) Robotaxi launch in Austin. She discusses the range of bullish to tepid responses to its self-driving technology launch, including Wedbush's Dan Ives simply saying "this is the future" after attending the event. Then, Jenny looks at reports of Apple (AAPL) considering takeover bids for Perplexity A.I. and what...

Kevin Hincks reporting from Cboe Global Markets discusses what impact investors and traders can expect to see as they gauge response to U.S. bombing several key Iranian nuclear sites. As he spoke ahead of Monday's open, equity futures rallied back to positive territory with crude oil flattening back to the unchanged line. Kevin cautions that markets will play out in real time on any headline n...

Danielle DiMartino Booth says "everything is pointing to weakening labor" which is heightening pressure on jobseekers. She discusses Fed Governor Waller's recent dovish commentary suggesting a rate cut could come as soon as July. Danielle maps out possible next steps for the Federal Reserve, and believes Chairman Jerome Powell should help move the focus to its employment mandate inst...

Melius Research upgraded AMD Inc. (AMD) to a buy from a hold rating, with a price target now set at $175. With the analyst's bullish move in mind, Tom White dissects the technical picture taking shape on AMD's chart. Later, he demonstrates a bullish call vertical example, using the August 1st strikes in his example trade. ======== Schwab Network ======== Empowering every investor and trade...

Erin Sykes joins Morning Movers at the NYSE desk to discuss the health of the U.S. housing market. She says there are some "red flags" flying in Florida, but discusses the affordability of the New Jersey market compared to New York. Erin explains why Florida property taxes are weighing on the valuation and affordability facing many homebuyers. She doesn't expect a significant pullbac...

JPMorgan's analyst initiated coverage of Wynn Resorts (WYNN) with an overweight rating and $109 price target. With that firm's call in mind, Rachel Dashiell breaks down the technical patterns taking place on the gaming stock. She indicates a possible cup and handle formation is taking place, looking at price coiling forming a triangle between $85-$89. On a longer-term chart, she highlights...

Following this weekend's news that the U.S. bombed several Iranian nuclear sites, investors are grappling with new questions and volatility ahead of Monday's open. Kevin Green joins Diane King Hall to discuss the macroeconomic ripple effects from U.S. intervention and possible retaliation from Iran, including a blockade of the Strait of Hormuz. KG says any jump in crude oil prices would be...

The Robotaxi has arrived as Tesla (TSLA) launches the self-driving vehicles in Austin this weekend. AMD Inc. (AMD) starts the week with an upgrade. And, Raymond James upgrades DoorDash (DASH) to a strong buy rating. Tom White has the latest. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com...

RJ Hottovy walks through the casual dining trends of the year. He says that demand has normalized and visitation trends have stabilized as consumers play “wait and see” with tariffs. The value proposition is what’s keeping casual strong. Chili’s, owned by Brinker (EAT), is seeing strength. He also looks at Darden Restaurants (DRI), which just reported earnings, and Restaurant Brands (QSR). He warn...

Lori Keith gives insight into the future of energy demand and investments into modernizing the U.S. electric grid. She says Hubbell (HUBB) is providing the “picks and shovels” for these “mission critical” operations. She also highlights Monolithic Power (MPWR) for efficiency and AI use, as well as Brookfield Renewable (BEPC). “Renewables is a central component” of this modernization, she adds. She...

Netflix (NFLX) gets a price target hike to $1,500 at Wells Fargo. Rick Ducat and Kevin Green break down the technical perspective for the streaming giant, and what is behind the bullish target. Then, the duo dissect similar analyst moves for Mondelez (MDLZ) and Caterpillar (CAT) as both receive new bullish notes from the Street. ======== Schwab Network ======== Empowering every investor and trader...

Netflix (NFLX) shares have skyrocketed higher so far in 2025. The leader in streaming media services continues to push the envelope in A.I. technology, ad-tiers and experimentation with various content offerings. George Tsilis dissects Netflix from a fundamental and financial perspective before pointing to the bullish trends on its chart. ======== Schwab Network ======== Empowering every investor...