Schwab Network

Tricia Tolivar, CFO of Cava (CAVA), reviews their latest quarter. She argues Cava has an “incredible value proposition” for consumers, as its price increases have stayed below inflation for the last few years. She also says customer service and the fresh ingredients themselves contribute to CAVA’s success. She talks about Cava’s expansion plans, from new locations to “reinventing” their dining roo...

University of Michigan's Joanne Hsu joins The Watch List panel to discuss the latest consumer sentiment data. Joanne says tariff uncertainty continued to dominate consumer's economic outlook. Meanwhile, John Lonski does point out that a majority of the survey was conducted prior to the China-U.S. tariff pause headline as well as Donald Trump's Middle East trip. John adds concern about...

Thomas Raymond maps out reasons behind his bullish stance on the U.S. market, despite recent volatility. He cites the "American ethos" and competitive spirit driving innovation, pointing to Amazon (AMZN) as a prime example with its entry into the low-orbit satellite space. With $500B in A.I. investments and tax incentives on the horizon, Thomas sees fundamental growth drivers that could...

Jeff Pierce joins Next Gen Investing to highlight Supermicro (SMCI) as shares pop higher on news of its $20B partnership with Saudi Arabia's Datavolt. Shares of SMCI have fallen nearly 50% from year-ago levels, but this week have turned positive year-to-date in 2025. Jeff explains the uncertainty surrounding the company's audit & accounting practices, but also points to potential tailw...

JD Durkin and Adam Lynch get into this week's top crypto headlines. First, Adam looks at technical patterns taking shape in Bitcoin (/BTC) and Ethereum (/ETH). Then, the duo dive into "the good, the bad, and the ugly" with Coinbase (COIN). The crypto exchange rallied early this week on news of its inclusion into the S&P 500 (SPX), but later faced headline pressure with news of a...

Likefolio’s Megan Brantley breaks down their data for Dick’s Sporting Goods (DKS), which announced the acquisition of Foot Locker (FL) yesterday. She notes a double-digit dip in year-over-year visits, vs Foot Locker beginning to outperform. “I’m not certain there’s a ton of overlap” in DKS and FL customers, she argues, so the deal is expanding their total client pool. ======== Schwab Network =====...

Kevin Hincks looks at two tech stock movers from this week: Palantir (PLTR) and Nvidia (NVDA). For PLTR, with shares hitting all-time highs, Kevin demonstrates an example put calendar trade strategy. Then, Kevin illustrates a bullish example trade in NVDA using a call diagonal. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are no...

While Nvidia (NVDA) earnings are due later this month, next week still has plenty of key reports. Larry Tentarelli looks at cybersecurity name Palo Alto Networks (PANW) as one to watch. Eric Clark says "this is the meat of our earnings season." He believes this batch of earnings will help provide a better picture of where & how consumers are spending. ======== Schwab Network ========...

Joe Tigay includes 2 members of the Mag 7 in today's Big 3: Alphabet (GOOGL) and Nvidia (NVDA). But, his first pick is an overlooked aviation play in Archer Aviation (ACHR). Joe discusses the reasons why he's watching this group of stocks. Rick Ducat provides the chart analysis of each company's stock performance over the last year. ======== Schwab Network ======== Empowering every inv...

Todd Rosenbluth discusses market flows from the ETF perspective. He’s seeing interest in municipal bond ETFs, whether actively or passively managed, and corporate credit. On the other hand, short-term Treasuries as seeing less interest. In a survey, these investors said they were looking for “stability.” He’s looking to how patterns of investing will change if the Fed decides to cut rates. =======...

Marley Kayden joins Morning Trade Live to discuss the latest headlines impacting Apple (AAPL). From President Trump's social media posts about Tim Cook to reports that India is building out its iPhone manufacturing capabilities, shares of Apple have largely flattened out after Monday's pop. Charles Moon from Prosper Trading Academy provides his technical analysis perspective and an example...

Despite tariffs, safety concerns and strikes in recent years, Boeing (BA) has shown it is important enough to the U.S. economy that it appears to have clear skies ahead, according to Frances Stacey. The company is one of the big winners of President Trump's Middle East trip. Tom White provides an example bullish and neutral to bullish way to trade the stock. ======== Schwab Network ======== Em...

Kevin Green joins Morning Trade Live as markets open mixed to begin Friday's trading. For the intraday S&P 500 (SPX) ranges KG is watching, he points to 5960-5970 for upward resistance. Kevin does add that 6000 is not out of the question, and says it's something to keep on the radar. In terms of individual stocks, he looks at Novo Nordisk (NVO) after a CEO change, Cava (CAVA) after its...

Kevin Hincks reports from Cboe Global Markets and discusses reasons behind this week's market rally. From Wednesday's semiconductor-induced rally to Thursday's broader participation, Kevin breaks it all down before pointing to today's Consumer Sentiment data as another possible market-moving event. Looking ahead to next week, he highlights Home Depot (HD) among the notable earnings...

Jay Hatfield has a $6,600 target on the SPX for this year. “We’re really calling for a summer power rally.” He outlines his scenario for stag-deflation, with low economic growth but continuing currency deflation. He also thinks that we can evade recession, giving his own definition for recession based on housing rather than unemployment. His picks right now include KKR and APO in financials, along...

David Doyle from Macquarie Group joins Morning Movers to discuss this week's top macro headlines including CPI and PPI inflation data. He points to a difference in used cars prices showing a drop in April CPI data versus the Manheim Index actually indicating higher prices, and David believes this could eventually signal a price increase in May's CPI data. His group doesn't believe ther...

Netflix (NFLX) shares hit new all-time highs this week. Rick Ducat examines the streaming giant's chart and points to technical studies buoying the run higher. Tom White finds an example trade using a neutral to bullish put vertical strategy, saying its a "single or double" type of trade instead of a home run. ======== Schwab Network ======== Empowering every investor and trader, eve...

As investors approach the end of the week, Matt Tuttle says markets are following the path of least resistance. Despite being overbought, the market has shown resilience in bouncing back from early April volatility as trade news has turned from a negative to a positive. Tuttle also thinks that Applied Materials (AMAT) falling in the short-term makes sense, but still thinks the long-term case is st...

Barclays raises its price target for AMD Inc. (AMD) after the A.I. chipmaker had several catalysts this week including a new deal with Saudi Arabia's HUMAIN. Rachel Dashiell takes a peek at the technical picture forming on the chart. She points to the 200-day moving average acting as a major resistance area for AMD. ======== Schwab Network ======== Empowering every investor and trader, every m...

Kevin Green notes that while the S&P 500 (SPX) is up for the week, he's paying closer attention to the broadening out into interest rate sensitive & defensive sectors. KG points to utilities and real estate as part of those defensive sectors that could provide a floor for the market. For Nvidia (NVDA), he says a breakout above $135 could be a tailwind for the stock. ======== Schwab Net...

Applied Materials (AMAT) slides falls despite an earnings beat as the outlook weighs on the stock, Cava (CAVA) beats on earnings estimates, and HSBC thinks Carnival (CCL) is in a 'strong booked position.' ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS a...

JD Durkin wraps up the trading day as the S&P 500 (SPX) extends its winning streak to 4 days. Meanwhile, UnitedHealth (UNH) and Coinbase (COIN) each fall on reports of governmental investigations into their businesses. Applied Materials (AMAT) reports mixed earnings and in-line guidance. Walmart (WMT) warns of price hikes due to tariff impacts. ======== Schwab Network ======== Empowering every...

Cava (CAVA) beat on top and bottom lines in its latest earnings report, with revenue up 28% year-over-year. Same-store sales growth clocked in at 10.8% and as George Tsilis explains the report was solid overall. However, higher valuation may be the culprit behind the stock's after-hours slide. CAVA is trading at 180x this year's earnings, which could be why investors are taking a step back...

Guilherme Valle gives his growth outlook for Chinese stocks. “Its trade with the U.S. is less and less relevant,” he posits, and its economy is still “relatively healthy.” He argues that there is investor misperception around China in general and thinks the government still has a lot of “bazookas” in their stimulus arsenal if necessary. He also doesn’t think that the U.S. and China winning the AI...

Liz Ann Sonders discusses the May market recovery despite global traders looking for certainty amid the 90-day tariff pause between the U.S. and China. She notes 20 consecutive weeks of downward revisions of 2025 earnings estimates as part of the current investing thesis. She's taking a wait-and-see approach, looking for stabilization in the forward-looking outlook before getting more confiden...