Schwab Network

JPMorgan cut its price target on Apple (AAPL) to $230 from $240 and moderated its demand forecasts for the iPhone 17 series. Rick Ducat points to current technical patterns forming on Apple's chart and focuses on resistance, support and peak trading volume areas for the iPhone maker. Later, Tom White composes an example options trade using a neutral iron butterfly strategy. ======== Schwab Net...

David Swartz says this will probably be a very difficult quarter for Nike (NKE) as the company looks to turn things around under a new CEO. He says "we haven't really heard anything yet" about tariffs impacting Nike's business, but does say most of its production comes from Southeast Asia. David believes the biggest issues aren't tariffs, but instead its relationships with wh...

Jenna Stauffer (@JennaStaufferkeywest) examines the real estate reality facing many homebuyers right now: elevated mortgage rates, higher insurance, higher taxes and weakened consumer confidence. She says a lot of buyers are "moving forward with caution" and "taking their time" before making any moves. She says high home prices are actually helping bring unsold inventory up, wh...

The Trade Desk (TTD) starts the day with a downgrade. Wells Fargo cut the stock to an equal weight rating with a price target of $68 down from $74. Kevin Horner says the daily chart has not looked great so far in 2025, but indicates the $56 level has been a big area of short run support. Kevin then brings in a much longer timeframe, looking at the $41 level of support on a 10-year chart. He says t...

Kevin Green says economic data this week could give bulls further fuel to run higher. He points out the PCE data on Friday being a potential catalyst for the S&P 500 (SPX) to make new all-time highs, but highlight that S&P 500 futures are already hitting highs. Later, he discusses the reports that President Trump is considering replacement picks for Jerome Powell. KG underlines a point he...

Micron (MU) shares are on the move after a top & bottom-line earnings beat. Meanwhile, Nvidia (NVDA) notches another new all-time high. And, McCormick (MKC) jumps after better-than-expected earnings. Diane King Hall runs through Thursday's early market movers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter...

The NDX muscled its way to a new all-time high, but all other indices closed lower on the session. Tech led market strength that continued after hours with Micron's (MU) post-earnings rally. Nvidia (NVDA) and Microsoft (MSFT) climbed to new all-time highs, while Tesla (TSLA) closed as the clear laggard after European sales plunged. Sam Vadas takes investors through the trading session's bi...

Tucker Perkins discusses nuclear energy's surge, A.I. demand, and the energy sector's future. He talks about the sector's growth drivers, including big tech's partnerships to power data centers and the impact of Middle East developments on energy prices. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslette...

Micron (MU) soared after topping 3Q earnings estimates. The beat on both the top and bottom-line was overshadowed by guidance that "smashed" expectations, according to Kevin Green. The company reported all-time high DRAM revenue and a surge in data center revenue as well. Tom White says the sequential growth in its A.I. segment will be important to watch moving forward. ======== Schwab Network ===...

Ed Nabrotzky, CEO of Dot Ai (DAIC) joins Market on Close to talks about what his company does and why it recently debuted on the Nasdaq. As for Dot Ai's strategy, Ed talks about the "tremendous growth opportunities" he sees as the company grows in several industries. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minut...

Charles Schwab's own Liz Ann Sonders urges investors to put trade policy and tariffs "back on the front pages." She warns of "complacency" among investors as the expected July 9th deadline for trade policy rapidly approaches. Liz Ann says the impact of updated trade policy will paint a clearer picture for companies to gauge future pricing power. ======== Schwab Network ====...

Dan Deming covers the commodities market. He thinks crude will hold the $65 level as long as the Strait of Hormuz isn’t closed, which would hurt Iran’s ally China. On Bitcoin, he says “each iteration of disruption” makes it more and more legitimate. For the U.S. dollar, he says pressure is still to the downside and it could be vulnerable to a squeeze. ======== Schwab Network ======== Empowering ev...

Markets lost steam by the end of the trading session despite stocks like Nvidia (NVDA) and Microsoft (MSFT) closing at all-time highs. Kevin Green analyzes today's price action in the SPX to highlight what's driving the compression, which includes a downturn in volume. That said, Kevin sees bulls holding the momentum for now. ======== Schwab Network ======== Empowering every investor and t...

“I’m not at all concerned about inflationary pressures – I’m actually worried about the opposite.” Lucas Lloyd says we are in a deflationary environment because tariffs, higher oil prices, etc. hurt the economy, slowing growth. “I think the Federal Reserve is disconnected, and a little arrogant.” He thinks AI will displace jobs more than it creates them. ======== Schwab Network ======== Empowering...

The Nasdaq-100 touched a new all-time high today. Kristy Akullian of Blackrock (BK) says the next leg up will be driven by earnings. She discusses how to position investment portfolios right now, looking to international and quality names. She also talks about her expectations for rate cuts but warns it’s a bit too early to set assumptions before seeing the latest inflation data. ======== Schwab N...

“The market is enthralled with innovation,” John Wu argues. He compares stablecoins to the “oil” of the crypto market – the thing that supports the whole system. He thinks the GENIUS Act will “unlock a lot of utility” across the board. He explains what a stablecoin is and why players like MasterCard (MA) and Visa (V) “have to” embrace the technology before they’re left behind. ======== Schwab Netw...

"No one would've guessed" markets would be where they are now, says Robert Schein when looking back to April's lows. He points to an expected interest rate cut from the Fed and tax cuts from Congress as bullish signals to watch for. Turning to his stock picks, he says Nvidia (NVDA) continues to "fire on all cylinders" as earnings and revenue grow. Robert also notes Amaz...

“They are improving the bottom line,” Don Nesbitt says of FedEx (FDX) earnings. He looks at the company’s latest earnings report and gives his hopeful outlook for the future. Turning to markets and the Fed, he notes that interest rate levels impact market multiples and thinks we might have one or two cuts this year. However, his biggest focus is on earnings season, which is beginning in the next f...

Focus on the “resiliency of the economy, the resilience of markets, and earnings,” says Michael Bapis, not the latest news headlines. He likes healthcare, financials, and alternatives like private credit. He emphasizes the importance of having a long-term financial plan and sticking to it. He also discusses the factors he looks for before investing in a particular company. ======== Schwab Network...

Palantir (PLTR) hit a new all-time high today, but that isn't stopping Larry Tentarelli from calling the stock a "buy right here." He sees the company's unique A.I. positioning giving it long-term tailwinds. Hilary Kramer makes the argument that Palantir is "more critical than every single defense company." ======== Schwab Network ======== Empowering every investor and...

"The math just works" when it comes to Nvidia's (NVDA) growth, according to Loop Capital. An analyst with the firm raised its price target to $250 from $175 as the Mag 7 giant hit new all-time highs alongside the NDX. Diane King Hall analyzes the firm's recent note and turns to Nvidia's road ahead as A.I. reclaims the market narrative. However, Diane adds that investors appea...

LikeFolio's Megan Brantley sees consumers changing their mindsets around Uber Technologies (UBER) and autonomous driving. She talks about ways the company capitalizes on its "captive audience" and how it can keep interest as robotaxi tech evolves. Megan later dives into Uber's partnership with Alphabet's (GOOGL) Waymo and the moat it creates for growth. ======== Schwab Networ...

Micron (MU) has recovered significantly alongside other chip stocks after tapping 2-year lows last April. Nick Raich says a "beat doesn't matter" in earnings, suggesting the company needs a raise and other strong indicators of A.I. growth for its rally to continue. Frances Stacy says that could come from demand in customers like Nvidia (NVDA) for Micron's bandwidth memory chips....

Jim Masturzo spotlights the bond market. He thinks they’re “not a bad play,” expecting rate cuts this year to boost them and that equities are too expensive. He likes the medium area of the curve, around 5-7 years or longer. He’s betting that once a new Fed chairman is installed in 2026, there will be a series of quick rate cuts. “The tail risk is oil.” ======== Schwab Network ======== Empowering...

Oracle (ORCL) can see another pop to the upside, according to TheoTrade's Don Kaufman. However, he says a "gamma squeeze" will only happen if the stock pushes above $220. Don leans bearish on his other two stocks. He explains why Walt Disney (DIS) investors may be "stuck in the middle with Mickey" and how Roblox's (RBLX) massive rally can come to a close. Charles Schwab...