Schwab Network

“We have an incredible shortage” of senior housing coming up, Dwayne Clark argues, especially because there’s been no building because of Covid and interest rates. “The development cycle is 6 years…we will never catch up with this.” Hundreds of thousands of units are missing, he says – and Medicaid cuts in the ‘Big Beautiful Bill’ will flood hospitals with seniors, backing up emergency rooms aroun...

Jed Ellerbroek believes chip stocks will "double" in the span of 3+ years, pointing to an array of bullish catalysts that can propel companies. That said, Jed doesn't see them all as equal. He talks about what differentiates Nvidia (NVDA), AMD Inc. (AMD) and Broadcom (AVGO). George Tsilis later offers example options trades for Nvidia and AMD. ======== Schwab Network ======== Empower...

Wells Fargo says it has "admittedly missed the outperformance" in eBay Inc. (EBAY) shares, suggesting the company may serve as a "defensive play" for investors. J.D. Durkin talks about how collectables like trading cards are the key behind the firm's recent note. Prosper Trading Academy's Mike Shorr offers an example options trade for the online retailer. ======== Schwa...

First Solar (FSLR) and Sunrun (RUN) traded higher while other solar stocks opened more mixed after the Senate version of the "big, beautiful bill." Diane King Hall dives deeper into what's driving the wide price action. She also talks about the "magic back at the mouse house" after Jefferies upgraded Walt Disney (DIS). The firm sees the stock sailing strong on its cruise an...

Market breadth wasn't strong at the opening bell but Kevin Green notes the higher volume sectors continued to lead trading action. He talks about the "high bar" in the SPX heading into the holiday-shortened trading week. As for gold, Kevin notes that there's potential for a bullish breakout if price consolidates before volatility ramps back up. He also notes similar technical tre...

Mike Block we’re in for some “interesting times” on rates as the macro data gives Powell no incentive to move while President Trump claims rates should be as low as 1%. He previews the June jobs report and what a beat or loss could mean for markets. “Based on what I’m seeing,” Mike expects only one rate cut this year. He also sees major questions around the ‘Big Beautiful Bill’ and reciprocal tari...

Jay Hatfield originally set a 7,000 target for the SPX but since curbed it to 6,600. He made the cut based off a lack of tax incentives from the Senate's version of the "big, beautiful bill," though he sees other positive catalysts. For one, Jay expects a "dovish" pause from the Fed with its meeting in July. He adds that July is typically the strongest month for equities th...

Earlier this month, Oracle (ORCL) had its best week since 2001 after posting a stellar earnings report. As Jenny Horne explains, the legacy tech company is generating more bullish momentum through an upgrade from Stifel. Its cloud growth is the star of a bullish narrative. Jenny later turns to HP Enterprise (HPE) and Juniper Networks reaching a long-awaited settlement with the Justice Department....

Rick Ducat examines the chart patterns for Nvidia (NVDA) as shares reach new all-time highs. As of Friday's close, Nvidia shares were up more than 82% from April lows. Later, he composes an example options trade utilizing a call butterfly strategy. Rick explains that the July expiry date is very active, but illustrates a trade using the August expiry instead. ======== Schwab Network ======== E...

Michael Arone says that the data isn't signaling a "hot" economy but rather some weakness that could evolve to "hard recessionary" trends. He was glad to see Fed officials talking about rate cuts in July, saying he's more concerned about growth than inflation. Michael thinks the Fed made a mistake in 2018 by thinking tariffs are inflationary and that the Fed "shoul...

Kevin Green breaks down market performance after Friday's record performance for the S&P 500 (SPX) and Nasdaq-100 (NDX). He is encouraged by the market's broadening out, with financials, industrials and other sectors joining the rally. He expects leadership to come from financials, particularly if they hold up despite economic growth concerns. However, he cautions that headline risk re...

Austin Lyons says AMD Inc. (AMD) is growing its slice of the chipmaker pie, providing an alternative to Nvidia (NVDA) which he calls a "premium offering." He says AMD is joining many companies in the inference chase, expanding offerings for smaller consumers. Austin adds that AMD is taking technical swings with some of its memory offerings to differentiate itself from Nvidia and that ove...

Walt Disney (DIS) shares are on the move higher after an upgrade at Jefferies. Rachel Dashiell takes a look at the 1-year chart, pointing to a recent golden cross taking place in the 50-day & 200-day SMA studies. The only yellow flag in the chart? Rachel says there's a slight downward channel in the RSI study. On a longer 5-year chart, she still sees "a little magic in the Mouse House...

Karl Brauer believes Tesla (TSLA) CEO Elon Musk "has peaked" and needs to find another profitable revenue stream. The company's robotaxi is what Karl calls Elon's "only serious alternative." However, consumer pricing power will be a key headwind Tesla needs to overcome. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

After its Robotaxi unveiling, Tesla (TSLA) heads to the Tech Corner! George Tsilis dives into the EV maker's business which is more than just cars: energy storage, solar power, robotics and more. From the competitive threats like Waymo to the technical patterns taking shape on the chart, George provides the entire picture for Elon Musk's publicly-traded automobile company. Plug in for all...

“Not so solid” – Barry Knapp doesn’t believe the Fed’s assertion that the economy is holding up, citing today’s PCE data among other factors. Outside of names driven by the AI boom, he says earnings are actually projected to fall in 2Q. He talks about what positive catalysts the market could see and gives his targets for the end of the year. Overall, he thinks the Fed has got it wrong, just as he...

It was a record breaking week on Wall Street with the SPX and NDX both hitting new all-time highs. Tech led the push to the milestones, with companies like Nvidia (NVDA), Microsoft (MSFT), and Palantir (PLTR) tapping highs of their own. Micron (MU) boosted A.I. optimism with its strong earnings, while Nike (NKE) leapt 20% on the week thanks to its higher-than-expected report. Alex Coffey takes inv...

Lior Tal, CEO of Cyngn (CYN), talks about how his company uses robotaxi tech and applies it to a warehouse setting. The company has already worked with businesses like Deere & Co. (DE) to apply the tech. Lior also turns to Cyngn's partnership with Nvidia (NVDA) and how it uses the A.I. giant's tech with Cyngn's. ======== Schwab Network ======== Empowering every investor and trader,...

Kathy Jones with Charles Schwab believes markets are euphoric after the Israel and Iran conflict cooled from the worst-case scenario. However, she sees tensions lasting with tariffs, inflation, and unseen impacts from the "big, beautiful bill." Kathy adds that this will all affect the Fed's path forward on interest rates. She currently expects to see a rate cut in September. ========...

Quentin Mai wraps up the week in gold. “We’re at an inflection point in history” for the metal, he says, as it regains attention for the first time in years. “Gold is the best performing asset out there” for investors looking for stability, he argues. With the cost of producing an ounce of gold around $1,400-$1,500, the $3,000+ price of gold is boosting mining companies. He discusses the pros and...

Eddie Yoon says core PCE and consumer sentiment both raised signs of weakening wallets. That, on top of trans-Atlantic flights from Europe hitting pre-pandemic levels, worry Eddie that more softness will come. Layoffs in major firms like Microsoft (MSFT) and Amazon (AMZN) add to resistance against the job market. He also talks about the headwinds luxury brands like Lululemon (LULU) will face in a...

Amanda Lai breaks down Nike’s (NKE) earnings, saying “it isn’t pretty.” However, the stock is rallying after the report because it “wasn’t as bad” as investors expected. She thinks there is optimism in a potential turnaround under the new CEO. She notes that they are trying to build relationships with wholesalers like Amazon (AMZN) and refocus on innovation, but they have a “storm ahead” with tari...

Katie Stockton calls the SPX rally "remarkable" since hitting lows in April. However, to have confidence that the all-time high breakout will hold, Katie believes the index needs to hold a key level for two consecutive weeks near that high. She adds that the VIX is "worth keeping on your radar." Katie later gauges market breadth and how it weighs against historical measures. ==...

Jeff Walker, CEO of Alliance Entertainment (AENT), joins to discuss the business and the entertainment industry. Alliance distributes entertainment and collectible products: “we feed that collectible fanbase.” They distribute Funko (FNKO) products and have even gotten into K-Pop fan items. “You can’t live just in your phone, you have to have things…you collect.” He talks about their retail partner...

LikeFolio's Landon Swan sees Alphabet (GOOGL) as a conglomerate investment into future tech, pointing to everything from its cloud growth to investments in autonomous driving through Waymo. However, the big concern lies in its search business. Landon shows data suggesting ChatGPT dominating in search growth. He weighs Google against A.I. engines to talk about how critical it is for Alphabet to...