Schwab Network

Today's panel varies heavily on their views of the Mag 7. Cory Johnson sees companies like Apple (AAPL) and Tesla (TSLA) dragging their heels while Oracle (ORCL) posts strong earnings and Netflix (NFLX) becomes a "utility." However, he believes Alphabet (GOOGL) is in an "interesting spot" with its A.I. and search implementation. Nathaniel Bradley says Tesla will prove its M...

Today's trading session was rocked by volatility as geopolitical tensions mount between Israel and Iran. Tyler Herriage considers the recent sell-off a dip-buying opportunity and remains bullish long-term on the market. One of Tyler's top stock picks includes Tesla (TSLA), which he argues could "very well" hit $1,000 in the near future. He also labels NuScale Power (SMR) as a lea...

Chuck Lieberman calls Israel’s strikes on Iran a “big geopolitical impact, but not a big economic one.” He thinks the economy is “doing fine,” and the Fed should “do nothing.” He’s interested in investments like nursing homes, saying they have “attractive yields” and their demand will only rise. He also like banks, including Wells Fargo (WFC) and Citigroup (C), along with the “crème-de-la-crème,”...

Jack Albin “breathed a sigh of relief” after the recent 30-year bond auction, but says investors are still selling them off. In the short term, he thinks bond holders are worrying about Fed stewardship, and in the long-term, fiscal imbalance. On stocks, right now he would “avoid the Russell 2000,” expecting financing to get more expensive. ======== Schwab Network ======== Empowering every investor...

Apple (AAPL) slipped 20% so far in 2025 as it faces pressure on innovation, seen recently in its Worldwide Developers Conference. Megan Brantley with LikeFolio points to double-digit increases in consumer interest for Apple even with criticisms on A.I. development. She talks about how the Big Tech giant's extensive ecosystem sets a floor for expectations. ======== Schwab Network ======== Empow...

Elizabeth Renter and Jessica Kriegel discuss the Consumer Sentiment report, which came in better than expected. Elizabeth reiterates that this is preliminary data for June, and the final report could move lower—and that we are more inundated with data than ever before, which can impact short-term market moves. Jessica notes that the trade environment is like “driving through fog,” and is happy to...

Andrew Arons joins today's Big 3 to talk about stocks he believes can make 20% moves over the next year. He sees Novo Nordisk (NVO) benefitting off a rising weight-loss drug trends, Walt Disney (DIS) excelling in its "experiences" sectors, and Whirlpool (WHR) gaining hedge fund interest as it recovers off a 52-week low. Kevin Green gives investors a close look at the chart technicals...

Adam Coons is taking some risk off the table and shares fixed income strategies he likes right now. He’s interested in MBS after the Fed stopped buying mortgages, widening spreads in that area. A recession is “not really in the cards” despite his caution, and he likes short-term corporate bonds as he expects the Fed to move “more slowly.” ======== Schwab Network ======== Empowering every investor...

Ryan Patterson says markets reacted "relatively well" to Israel's attack on Iran, showing U.S. equity strength. However, he adds that American markets are essentially "priced to perfection." He urges investors to look at international markets which have cheaper valuations and "more room for error" on volatility. Ryan also notes the growing role A.I. will play in h...

Meta Platforms (META) finalized a lofty investment into Scale AI that now values it at $29 billion. Not only will Scale AI aid in Meta's A.I. ambitions, but CEO Alexandr Wang will join the Mag 7 giant's "superintelligence" team. J.D. Durkin talks about how the investment means much more than meets the eye for Meta Platforms. Dan Deming offers an example options trade for Meta. ==...

Despite today's post-earnings selling action, Derek Yan calls Adobe's (ADBE) double-digit growth "impressive." He credits the company's added A.I. developments for the earnings beat and talks about how other application companies are reaching an "inflection point" for the technology. George Tsilis offers a pair of example options trades for Adobe. ======== Schwab Ne...

"The future of A.I. is not going to be built by any one company," said AMD Inc. (AMD) CEO Lisa Su as AMD unveiled new tech aimed to compete against giants like Nvidia (NVDA). In other tech news, Oracle (ORCL) got an upgrade at BMO Capital, while Wells Fargo named ZScaler (ZS) as a top pick. Diane King Hall goes deeper into the morning's developing stories. ======== Schwab Network ===...

The SPX opened at the 6,000 and will be a critical level for bulls to hold, according to Kevin Green. News of an Israeli airstrike on Iran ramping volatility higher will make that a challenge. Kevin then breaks down all of the breakout moves in energy, pointing out crude oil's bullish MACD cross and diesel's swing out of an inverse head-and-shoulders pattern. ======== Schwab Network ======...

Growing geopolitical tensions pinched equities, while companies like Adobe (ADBE) already faced earnings pressure. Jenny Horne says it's hard to find an issue with Adobe's report but talks about other factors pinning the stock. One company soaring this morning is RH (RH) after beating earnings and maintaining guidance despite continued tariff uncertainty. ======== Schwab Network ======== E...

Crude oil spiked and volatility ramped higher after Israel launched an airstrike on Iran with no indication for de-escalation. Alex Coffey talks about how the price action in crude may have showed that there were troubling signs ahead for President Trump's economic plan. On the VIX, Alex notes most of its move higher remains intact, showing that uncertainty may be here to stay. ======== Schwab...

Prosper Trading Academy's Scott Bauer says Meta Platforms (META) is a stock to "buy the dip" on any pullback, saying it continues to build its position in A.I. META announced a $14.3B investment into Scale AI as Mark Zuckerberg aims to create a superintelligence lab. Later, Scott creates an example options trade for META using a July 18th strike date and a bullish call spread strateg...

Joe Brusuelas says sharp jumps in crude oil could cause ripple effects across the entire U.S. economy expecting "higher inflation, higher gasoline, lower growth." Later, Joe discusses his firm's U.S. Middle Market Business Index results which showed the 2nd largest quarter-over-quarter decline it in its 10-year history. He discusses the "bite" of tariff hikes and what econo...

Alex Bryan underscores the significance of being internationally diversified in your investing portfolio, especially during times of geopolitical escalation. He discusses the state of U.S. trade amidst ongoing tariff uncertainty and a declining U.S. dollar. Developed markets in Europe are "pretty well positioned" in Alex's estimation, and cites their relative outperformance year to d...

After Israel's targeted attack on Iranian military & nuclear sites, equity futures fell while crude oil and defense stocks rose higher. $100 crude "could happen" but KG says there would have to be significant developments for that to occur, adding it's not something to be concerned about now. He discusses how the market's reaction to this development compares to past geop...

Rachel Dashiell examines Oracle (ORCL) after its surge to new all-time highs. She says the all-time highs should act as near-term resistance as it levels off after the post-earnings pop. On a 1-year timeframe, she points to the RSI study hitting peak levels and highlights the $180-$188 range as a potential area of support. ======== Schwab Network ======== Empowering every investor and trader, ever...

Diane King Hall recaps the overnight move in equities reacting to news of Israel's attack on Iran. Overnight futures fell as crude oil prices spiked higher. Another area of the market that saw upward moves: Defense stocks. Elsewhere, Adobe (ADBE) shares are lower following its latest earnings report. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subsc...

Aaron Alt, CFO at Cardinal Health (CAH), joins Diane King Hall at the NYSE set to discuss the company's financial outlook. He describes the drugmaker's share buyback plans and recent FY25 guidance raise. Alt says the company's recent strategic acquisitions help broaden the company's healthcare reach, including glucose monitoring for diabetes treatment. ======== Schwab Network ======== Empowering e...

It was a packed trading day with most stocks closing in the green. Premarket trading was led by tragic news on a Boeing (BA) plane crash in India that sent shares of the plane builder lower. Oracle (ORCL) rallied on the session after posting strong cloud revenue numbers for its previous and future quarters. Microsoft (MSFT) hit all-time highs yet again on a reported deal with the Pentagon, while C...

Charles Schwab's Cooper Howard believes this morning's jobless claims print is more interesting than the PPI. As he explains, softening labor prints like todays can wave an early green flag for the Fed to cut interest rates. Nate Peterson also warns of the orange flag on Wall Street sparked by "good news is bad news" sentiment. ======== Schwab Network ======== Empowering every in...

Steel prices remain below their 5-year historical average. Jeremy Flack covers the industry as President Trump seeks to revive domestic production. “Everything that’s going on is a net positive in the long run,” he says, arguing that U.S. steel companies have invested their profits in their businesses for the last decade and we’re starting to see that pay off. However, he’s “not optimistic” in the...