Schwab Network

Paul Powers was bearish on Apple (AAPL) the last time he appeared on Schwab Network. Now, he expresses a bullish tone with the Mag 7 company's renewed focus on A.I. and backing from the Trump administration. Paul adds that Apple is working to combat its "Achilles heel" by increasing efforts on smart glasses development. Tom White offers two perspectives on Apple through a pair of exa...

China continues to dominate trading headlines, this time with Chinese lithium producers halting production of the metal. As Sam Vadas notes, it still chiseled out rallies for stocks tied to lithium production. e.l.f. Beauty (ELF) rallied after Morgan Stanley upgraded the stock. Not all stocks rallied, with Sam pointing to C3 AI's (AI) 30% sell-off after showing struggles in its preliminary ear...

Sandra Swirski reacts to China tariffs jumping to 145% tomorrow and NVDA/AMD’s profit-sharing deal with the U.S. government. She says the market is “stronger than I would expect at this point” because tariffs have become “normalized.” She expects Trump to give China a “little bit of slack” on tariffs if there’s no “foot-dragging” on negotiations. Sandra compares this to the tariffs enacted on Indi...

Kevin Green notes Monday's open as strong, pointing to the SPX's 6,400 level as one he continues to watch on the session. However, brace for volatility, as Kevin points to technicals signaling the "path to least resistance" is higher. Additionally, he notes a story he argues many investors aren't watching: the soybean trade. Kevin expects notable moves that can impact U.S. ag...

Many investors were surprised to wake up Monday morning and see headlines that the Trump administration is making Nvidia (NVDA) and AMD Inc. (AMD) pay 15% of their Chinese chip revenue to the U.S. government. Jenny Horne talks about the unusual development and how it serves as a leg to the "big, beautiful bill." She later touches on Micron's (MU) guidance raise and the rally it initi...

President Trump is expected to meet with Vladimir Putin. Kevin Hincks talks about the stakes of a ceasefire in Ukraine and its impact on volatility ahead. Earnings are expected to take a backseat this week to CPI and PPI, both of which Kevin believes will lead broader market moves. He also notes confusion investors have regarding Trump initiating a 15% charge on Nvidia (NVDA) and AMD Inc. (AMD) ch...

"Focus is on core CPI," says Chris Versace. He believes the question facing the Fed and investors will be "how much hotter than expected is the number?" Chris believes a higher number could mean the Fed would be closer to cutting rates which means "bad news is good news" for some in the markets. On the earnings front, he's watching CoreWeave (CRWV) this week as th...

Nvidia (NVDA) shares are under pressure following a report that it, alongside AMD (AMD), would pay 15% of China chip revenue to the U.S. government. Tom White examines the Mag 7 company's chart and points to the outperformance in shares over the past year. Then, Tom compiles an example options trade for Nvidia. He uses a cash-secured put strategy with a neutral to bullish stance. ======== Schw...

Logan Gilland says he "loves the stock" but has "trimmed" recently as the company faces its 2Q earnings report. He adds that the company is "pre-revenue" and its small modular nuclear technology is still in development, but says the potential upside makes it an "unbelievable name." Logan says he'll be paying attention to the earnings call and guidance ra...

After a winning week, stock futures are higher ahead of the release of the July CPI, PPI and Retail Sales data. Kevin Green discusses what will be a busy week for geopolitical headlines, with the China-U.S. tariff truce set to expire on Tuesday, and President Trump expected to meet with Russian President Vladimir Putin on Friday in Alaska. Meanwhile, FT is reporting that Nvidia and AMD have agreed...

Adobe (ADBE) shares have slid lower over the past 52-weeks, with a longer-term diagonal line resistance level now touching near $335. Ben Watson points to the technical formations taking shape for the software stock and says the 3-year chart actually gives some "hope" for a technical support level. He draws a line at $295 as a lower support level, with $335 potentially acting as more nea...

ON Holding (ONON) investors hope shares can reverse its current trend and run higher once it releases earnings on Tuesday. Chili's parent, Brinker (EAT), aims to push its 150% year-over-year rally further. Cisco (CSCO) has broken out and shows significant bullish trends heading into its earnings. Jenny Horne talks about the recent headlines impacting all three names while Kevin Green goes over...

“Investors need to have a long-term portfolio that doesn’t have to depend on a short-term prediction about the future,” Mark Matson argues. “Most investors are making a big mistake right now because they have so much of their money in large tech stocks.” He walks through his Dos and Don’ts of investing in 2025, citing P.T. Barnum’s “sucker born every minute” saying. He calls hedge funds Ponzi sche...

Donald Luskin says a potential Stephen Miran-led Federal Reserve would be "very, very dangerous" for markets, citing Miran's reportedly radical views on devaluing the U.S. dollar. Luskin also weighs in on the jobs picture, attributing recent weak job numbers to a decline in immigration rather than a recessionary economy. Despite concerns about inflation, Luskin thinks it's a "solved problem" and s...

Reddit (RDDT) shares have surged over 300% from its 52-week low. One reason why? The company's big 2Q earnings report. George Tsilis dives into the social media company's business model to find out why it draws unique users, advertising dollars and investor intrigue. Plus, George looks at the company's role within the A.I. adoption trends taking place across the technology sector. ====...

Beth Akers discusses the fallout from the August 1 student loan deadline. “The consequences are back” for borrowers, Beth says. She talks about the end of the Biden-era SAVE plan, and the services still available to student borrowers. Borrowers need to be “proactive” and there are “hoops to jump through,” Beth says, or there will “be a lot more trouble.” She also addresses whether college is worth...

Even as President Trump's tariffs took effect this week, stocks rallied and pushed the NDX to new all-time highs. Palantir (PLTR) shined with its 20% rally after posting strong earnings raising guidance. AMD Inc. (AMD) showed more of a mixed picture, while Supermicro (SMCI) sold off on its double miss. In non-earnings news, Apple (AAPL) rallied on its $100 billion commitment to the U.S. Marley...

Construction costs may be flat for now, but that doesn't mean the impact of tariffs isn't coming. Paul Giorgio discusses the latest trends in construction and real estate, including the effects of tariffs on material costs and how geography plays a critical role in the construction process. Giorgio also shares his insights on the data center build out in America and the reshoring of manufa...

nLIGHT Inc. (LASR), a semiconductor and fiber laser company, posted its first positive EPS in more than three years. George Tsilis adds that the company is a rising star in the aerospace and defense industry. He talks about what makes nLIGHT's fundamentals and price action so "meaningful." ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscr...

Amit Walia, CEO of Informatica (INFA), talks about what he calls a "blow out" quarter in earnings, particularly through its cloud business. He talks about how the report shows the importance of A.I. and its role for Salesforce's (CRM) Agentforce platform. Informatica was acquired by Salesforce in May for $8 billion. Amit later notes the company's hyperscaler partnerships through...

To look ahead, Charles Schwab's Cooper Howard says you need to look back at last week's data. He believes the unemployment report last Friday showed concerns for growth but assured investors a September interest rate cut is coming. However, Cooper warns that investors will want to pay attention to next week's CPI and PPI prints, which can add stagflation risk. ======== Schwab Network =...

Phil Streible reviews the week in the commodities market. He says the U.S. dollar could take a turn down, potentially testing the 97 level or below. Oil’s slide could also be opening up the door for a bigger sell-off, with “plenty of supply” on the market and the Trump admin trying to push prices into the $50s. He identifies a “rotation underway” in the crypto market as Bitcoin falls and Ethereum...

6,400 is the level to watch not just for Friday, but for the week ahead due to the high amount of options activity. Kevin Green talks about the recent upside action heading into a data-heavy week in a situation where volatility is cheaply priced. As Kevin explains, "at some point, there will be a cap" to volatility. Kevin explains why investors will want to keep an eye on the VVIX as wel...

Jason Blackwell doesn’t see flashing red signals, but thinks it could be a good time to trim positions and reallocate within your portfolio with the market near highs. He explains how he uses valuation as a timing mechanism for investing, but says one certainly needs to look at additional market factors as well. On earnings, “margins continue to be really healthy.” Jason also discusses recent econ...

Pat Nerney and Tony Blagrove talk inflation, rates, and Fed policy. Pat thinks the yield curve will continue to steepen from here, and says the market is pricing in a rate cut in September. He’s looking forward to Powell’s Jackson Hole speech for direction on the Fed’s moves. However, the AI sector seems to be ignoring interest rates as it continues to run. Tony foresees a stagflationary environme...