Schwab Network

David Schulhof manages the MUSQ ETF, which holds music and streaming-centric stocks. He created the ETF on expectations companies like Spotify (SPOT) and Live Nation (LYV) to outperform compared to the rest of the market. David discusses why investors should tune into developments around these companies. He also like Apple (AAPL) and Amazon (AMZN) in MUSQ due to their increasing exposure in the in...

Christian Magoon likes silver stocks, highlighting its industrial uses, and thinks it can catch up to gold. He also likes the “safety net” of fixed cybersecurity spending, but notes that on the other hand, innovation is mandatory in that industry. He also talks about the funds his firm is launching for crypto, calling them “ways to play bitcoin with shock absorbers.” ======== Schwab Network ======...

“A lot of good news is priced in,” contends Darius Dale, but thinks there’s pain ahead as well. He thinks we’re in a ‘W-shaped’ market and advises patience instead of buying the dips right now. He disagrees with other market estimates that expect a rebound and acceleration in the second half of the year. Instead, he thinks odds of a recession will rise and the Fed will ease rates. ======== Schwab...

Nick Raich and David Wagner preview Pfizer (PFE) earnings, scheduled for Tuesday premarket. Nick is looking for growth outside of its Covid revenue, and notes the “political risk” it faces under RFK Jr. David thinks it has unrealistic vaccine sales guidance and highlights the failure of its GLP-1 pill, saying he’s on the sidelines for this one. ======== Schwab Network ======== Empowering every inv...

Patrick Mueller saying investors are "getting numb" to tariff volatility. He expects uncertainty to last for months and urges investors to stay patient until the financial outlook clears. Patrick is keeping gold and silver on his radar, particularly silver, as he expects the metal to be used in many companies. That said, he says Big Tech and A.I. names will lead the comeback once a trend...

SoFi Technologies (SOFI) posts earnings Tuesday morning, and Jeff Pierce says investors have plenty of reasons to be excited heading into the report. He notes strong EPS growth projected on the quarter but isn't as confident on the full-year outlook. Jeff talks about the moat SoFi is trying to build and whether it has the strength to stand against pending economic slowdown. ======== Schwab Net...

Royal Caribbean Group (RCL) stock has taken a hit along with its peers in the cruise line sector, but Landon Swan, co-founder of LikeFolio, believes the company's strong fundamentals and affluent customer base will help it weather the storm. Swan notes that while record bookings may be slowing slightly, Royal Caribbean is still outperforming its competitors, with onboard spending up 20% and a...

Thomas Kaplan, Chairman of Novagold (NG), says gold could become equal to the Dow. “Everyone is going to say that they want precious metals…and there isn’t enough to go around at these price levels.” He argues that Novagold has the best “development story in the world today” for mining as it acquires Barrick Gold’s (GOLD) stake in the Donlin mine along with John Paulson. ======== Schwab Network ==...

Melissa Armo and Phil Kafarakis break down Domino’s Pizza (DPZ) earnings. They discuss the impact of tariffs, and Phil points out the portion of their growth and revenue made up of franchisees. He also discusses their competition, including Casey’s (CASY), but likes their international growth. Melissa points out that consumers looking for deals might not go to grocery stores instead with prices hi...

Charles Moon with Prosper Trading Academy turns to companies he expects to move with upcoming earnings and key technical levels. He looks into The Trade Desk's (TTD) tie to Meta Platforms' (META) earnings, Dell Technologies' (DELL) push toward its 50-day SMA, and Tesla's (TSLA) critical support point. Rick Ducat shows the technical patterns investors should watch in all three stock...

Eric Sterner is surprised that Trump decided to negotiate tariffs with the whole world at once. If that’s dealt with, though, he thinks consumers will keep spending at “healthy levels,” and points to tax cuts and deregulation in the latter half of the year getting the market “back on track.” He likes utilities, health care, and financials, arguing that they’re the most insulated from tariffs. ====...

Ahead of a busy week in earnings and ecodata, Kevin Hincks puts together example options trades in two areas of the economy. For technology, he looks at Nvidia (NVDA) and utilizes a complex, custom trade type with a bullish tilt. And, for the industrial group, Kevin composes a call diagonal in aerospace giant Boeing (BA) as shares hover below 2025-highs. ======== Schwab Network ======== Empowering...

Lightbridge (LTBR) CEO Seth Grae returns to Schwab Network and talks about the needs nuclear power can meet for A.I. buildout. He believes nuclear is "perfect" for supplying constant, renewable energy, something he expects to be essential for data centers. Seth says it also opens a window for the U.S. to become energy independent from China. He later discusses how Lightbridge is working...

UPS Inc. (UPS) investors hope the company ships out a win in tomorrow's earnings. Caroline Woods says there's more than 20% upside for its stock, according to analysts. That said, FedEx's (FDX) earnings showed numerous headwinds UPS will have to navigate as well. Joel Hawthorne takes Caroline's notes in mind when creating his example options trade for UPS. ======== Schwab Network =...

Kenneth Leon believes Spotify (SPOT) has "all the appeal" of a growth stock in the current economic environment. He expects the company to withstand recession risks alongside streaming peers like Netflix (NFLX), though Kenneth says Spotify has to beat on fundamentals in its earnings tomorrow. Tom White offers a pair of options trades in the streaming giant. ======== Schwab Network ======...

Domino's Pizza (DPZ) served up earnings that got cold reaction from investors. Diane King Hall talks about the company's miss and why it may need to focus more on promotions to beef up profits. She later notes HSBC's double downgrade on Eli Lilly (LLY) with the firm seeing various headwinds for the company. On a positive note, Diane discusses the upgrade Boeing (BA) got from Bernstein....

“This looks like the beginning of a bear market,” argues Michael Shaoul. “We reached terminal enthusiasm” towards megacap technology last year, which is what caused the bear market, not tariffs, in his opinion. He’s looking at places previously “starved of capital” for opportunities. He also looks abroad, including Japan’s defense sector, Hong Kong, and other areas. ======== Schwab Network =======...

Kevin Green notes all the positive momentum he's seen in the SPX but says he's "getting nervous" as the index moves back toward its 50-day SMA. He believes bulls can reemerge by filling a gap. Wednesday's GDP print is what Kevin expects to be the biggest market moving event of the week, pointing to the Atlanta Fed's GDP expectations as something investors may not be prici...

Jenny Horne discusses the biggest A.I. movers to start the trading week. On Nvidia (NVDA), she points out continuing challenges it faces from Huawei as the Chinese company seeks to build chips more powerful than Nvidia's H100. She later turns to Tesla (TSLA) CEO Elon Musk, who is raising money for another one of his businesses: xAI. ======== Schwab Network ======== Empowering every investor an...

"There's something for everyone this week" when it comes to the markets, says Kevin Hincks. He points out a slew of economic data and earnings that include 180 names in the SPX. The biggest companies on the earnings slate include Apple (AAPL), Amazon (AMZN), Meta Platforms (META) and Microsoft (MSFT). Tariffs may pose a threat to earnings if hardships start to show up in the economy....

Spotify (SPOT) shares are up about 40% this year and are up more than 120% year-over-year. Rick Ducat looks at the technicals in the audio streaming giant as earnings loom. Tom White provides an example options strategy for SPOT. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe D...

Domino's Pizza (DPZ) beat on profit but missed on revenue, sparking concerns about consumer spending habits. Spencer Hakimian says the company's growth prospects are tied to the U.S. market, where a consumer slowdown could have a significant impact. Hakimian believes a change in consumer confidence, a strong job market, and controlled food prices are needed for a turnaround. ======== Schwa...

Wayne Kaufman joins Diane King Hall at the NYSE desk to share his thoughts on the market impact of the U.S.-China trade talks and President Trump's reaction to the recent volatility. Kaufman believes that while the government may not publicly admit it, there are likely ongoing negotiations between the U.S. and China, citing recent tariff rollbacks as a sign of progress. He also sees the recent...

Breakout or Fakeout? Kevin Horner gets technical on the chart for Tesla (TSLA), which has seen a 28% move in just a week. With the stock now testing the $290 level - a key resistance area that coincides with the 200-day moving average - Horner says a close above this level could be a bullish sign. However, he also cautions that traders should be aware of the potential for a fakeout, especially wit...

Stocks are set for a make-or-break week as earnings and economic data flood in, including GDP, PCE, and jobs numbers. The S&P 500 (SPX) is testing a key resistance level around $5575 amid a volatile April, and Kevin Green says a close above that level on strong volume could give bulls more confidence in a rally. Meanwhile, Boeing (BA) shares are up after an upgrade from Bernstein, which sees t...