Schwab Network

Month-over-month CPI ticked a tenth of a percent higher, falling below Wall Street's expectations. Kevin Hincks calls the CPI print a much needed one that shows a winning fight against inflation that includes a 12% cut in gasoline prices. He later turns to the latest tariff developments between the U.S. and China, which have entered day three of negotiations in London. ======== Schwab Network...

Tesla (TSLA) continues to drive headlines as CEO Elon Musk apologizes for his social media feud with President Trump. Jenny Horne also notes Musk's comments on Tesla "tentatively" setting a new cybercab launch for June 22nd in Austin. She later turns to Nvidia (NVDA) CEO Jensen Huang's comments that quantum computing is reaching an "inflection point" as the company reac...

Chris Versace says the CPI print is a "big relief" to the market, and adds his only concern is if investors "overreact" to this report. On U.S. and China trade talks, he cautions investors to wait for final details instead of headlines from social media posts. In terms of stock picks, Chris speaks about Amazon (AMZN) and its growth in advertising. Other picks from Chris include...

Ahead of Oracle (ORCL) earnings, Tom White looks at chart patterns taking shape on its chart. He points to the RSI move back above the "overbought" conditions, as shares have rallied 50% from 52-week lows. Later, Tom pieces together an example options trade demonstrating a call diagonal with a bullish tilt. ======== Schwab Network ======== Empowering every investor and trader, every mark...

Eric Pan joins Diane King Hall at the NYSE set to discuss his investing outlook amid ongoing trade negotiations. He focuses on the $7T in money market funds that are sitting on the sidelines, saying any progress on trade deals could bring investors' dry powder back into the stock market. Eric and Diane react to the latest CPI print, what it means for the Federal Reserve's rate policy and h...

Following Citi's price target hike for Microsoft (MSFT), Rachel Dashiell examines the technical perspective on the chart. The stock reached all-time highs this week, but Rachel points out the RSI study reaching overbought conditions at the same time and cautions investors of potential candle formations that could stunt the recent bullish trend. ======== Schwab Network ======== Empowering every...

Kevin Green kicks off the trading day with a look at headlines out of the U.K. as U.S. and China representatives point to progress in trade discussions. KG later looks at the move in Tesla (TSLA) as Elon Musk provides a tentative June 22 start date for its Robotaxi business in Austin. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market M...

Tesla (TSLA) shares are up as the company targets June 22 for its Robotaxi launch date. Microsoft (MSFT) gets a price target hike from Citi. And, Arista Networks (ANET) receives a downgrade to start the day. Tom White runs through notable movers ahead of Wednesday's open. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute new...

Likefolio’s Megan Brantley compares Meta Platforms (META) to Spotify (SPOT) in its use of AI around content. She thinks Zuckerberg going “all in” on AI is starting to bear fruit, especially for its ad segment. She calls its “massive” ad platform a huge propeller for the business, and “sees signs” of higher engagement from consumers, particularly on Instagram. Megan expects it to be a “very large w...

Andrew Brenner believes the uptrend in equity valuations made stocks expensive compared to bonds. He says it could be smart for investors to move into the bond market... just not yet. A lack of institutional inflow has Andrew believing more equity rallies are coming. With the Fed making its interest rate decision next week, he weighs inflation data against recent job prints. Andrew later talks abo...

Stocks continued Monday's rally with all major indices rising into the green, and the Mag 7 were behind a lot of today's biggest moves. Meta Platforms (META) is reportedly seeking a major stake in Scale AI with a near-$15 billion price tag, while OpenAI eyes Alphabet's (GOOGL) Google Cloud for its tech. Tesla (TSLA) rallied as the top Mag 7 performer with Elon Musk and President Trump&...

Trade tensions may be here to stay, but that doesn't mean the market volatility will stick around. Ahmed Riesgo believes the recent market rebound is genuine, driven by a shift in policy from both the U.S. and China. With interest rates stabilizing and equities recovering, Riesgo thinks the worst of the trade war-induced sell-off is behind us. As investors look beyond the noise, he sees a U.S....

Hessam Nadji discusses the commercial real estate market. Despite volatility and uncertainty around interest rates, Nadji sees opportunities for investors seeking cash flow and tax advantages. He notes that while the office sector has been impacted by the pandemic, not all office buildings are distressed, and newer, suburban assets are faring better. He also highlights the retail sector's surp...

Charles Schwab's Mike Townsend says we're in a "funny, little, quiet" period in D.C. as the Senate turns attention to the GOP's "big, beautiful" tax bill. Mike notes American optimism the bill will be passed by July 4th is likely a "false marker," believing there will be a greater focus on the debt ceiling at the end of July. Liz Ann Sonders turns to the j...

There's a reiteration of interest in nuclear stocks thanks to A.I. stocks rallying back off April lows. Nigam Arora gives investors substantial insight into the nuclear power space and talks about the opportunities they present to investors. He lists Constellation Energy (CEG), Vistra (VST) and Talen Energy (TLN) as key names using traditional technology. Nigam adds that small modular reactors...

VVIX shows a slight uptick even though VIX itself moved lower on the session. Kevin Green says part of that trading action came with investors repositioning ahead of tomorrow's CPI report. He also highlights advancing and declining stocks compared to the SPX to explain the lack of stability in the index. ======== Schwab Network ======== Empowering every investor and trader, every market day. S...

Windows Central's Daniel Rubino breaks down all of the new product offerings Apple (AAPL) showed at the Worldwide Developers Conference. He considers the update to iOS 26 a step in the right direction but admits its A.I. offerings have "a lot of catching up" to do. Daniel poses the question of how much Apple's loyal customer base will use these new features. ======== Schwab Netwo...

Todd Walsh says the recent market rally may be misleading, and investors should be prepared for a "murky summer" ahead. Despite the S&P 500's (SPX) march towards all-time highs, Walsh expects a potential volatility event to hit the market. He believes that the Fed's cautious stance on interest rates and the potential for a "look-through" inflation narrative to take...

Kevin Horner examines the S&P 500's (SPX) grinding higher pattern and notes that a close below the 20-day moving average of 5,925 would be a significant departure from the trend. He also highlights Caterpillar (CAT) as it attempts to re-grab the 200-day moving average of 350.8, a key resistance level. Horner also mentions Uber (UBER) which has broken out of a $20 range and may be due for a...

Oil prices have surged to their highest levels since April, but Carley Garner believes the rally is short-lived. She thinks the recent price jump was largely driven by a "perfect storm" of bullish headlines. Simon Lack disagrees, arguing that OPEC+ wants to maintain prices above $75 and that production cutbacks in the U.S. could lead to a supply shortage. He also likes energy names like...

Kyle Bergacker sees opportunities in the equity market, driven by earnings growth and a resilient economy. He notes that the labor market is showing some cracks, with revised-down jobs numbers and rising claims, but believes the Fed will continue to watch this closely before making any rate cuts. His stock picks include Novo Nordisk (NVO), Huntington Ingalls (HII), and Onsemi (ON). He also sees up...

Walt Disney (DIS) closes a deal for full ownership of Hulu, paying $438.7M for Comcast's (CMCSA) remaining stake. Sam Vadas joins Nicole Petallides at the NYSE set to look at the streaming deal's finer points. Sam says she's looking to CEO Bob Iger's commentary for further clues in its business, including subscriber growth for Disney+ and ESPN's streaming offerings. Later, Tim...

Adam Coons says there's more risk than reward when it comes to Palantir (PLTR). "There's no question" that the company has a great outlook, says Adam, but sky-high valuations gives him a bearish near to mid-term outlook. He talks about ways the A.I. narrative played a role in its explosive growth and how it compares to Nvidia (NVDA). Tom White turns to bullish and bearish example...

Greg Friedman sees a "sluggish" summer ahead for the markets and points to affordability issues in the housing market as a central reason for economic pressures. He thinks the elevated 10-year treasury yield will keep mortgage rates higher for buyers, as well as owners of commercial real estate. He sees a "decade of underperformance" ahead for the commercial real estate market. In terms of the lab...

Bitcoin won't save GameStop (GME), says Lee Munson. He argues the company has put too many eggs in the crypto basket and will backfire on the company. Spencer Hakimian goes deeper on the "meme stock" and worries that GameStop is too pricey to be a "middle man" for Bitcoin. While he doesn't see it being the key focus in earnings, Spencer wants to learn how tariffs on Chi...