Schwab Network

President Trump wished Tesla (TSLA) CEO Elon Musk well in a recent Truth Social post, though Diane King Hall notes the company is also trading higher in part to its Model Y success in China. McDonald's (MCD) is on track for a seventh straight down session after getting a double downgrade from Redburn. J.M. Smucker (SJM) is dealing with competitive threats of its own after posting mixed earning...

Resistance turns to support for the SPX. Kevin Green continues to monitor the 6,000 level in the index as he measures up to 50 points to the upside in today's trading action. Risk-on sentiment is alive and well in the small caps, which Kevin calls a bullish signal. He also turns to outperformance in the Global X Uranium ETF (URA) and tells investors to watch for a potential gap fill in Tesla (TSLA...

Discussions on rare earth metals and export controls are front and center in negotiations between China and the U.S. While talks appear to be extending, "talking is better than not talking," says Michelle Gibley. Even as China takes a hit from a downtrend in U.S. trade, Michelle says China saw an uptick in global trading overall. In Europe, she notes earnings and economic growth continue to outper...

The start of summer is typically a slower trading season, but Kevin Hincks points to a slew of headlines drawing investors to Wall Street. For one, CPI on Wednesday will take focus ahead of the Fed's interest rate decision next week. Kevin also notes Meta Platforms (META) making a steady climb higher, with its latest move coming from Mark Zuckerberg forming a "super intelligence" A.I...

Jay Woods offers a wide perspective on all things Wall Street. With Microsoft (MSFT) hitting all-time highs, he expects Nvidia (NVDA) to be the next Mag 7 member to hit the milestone. Jay warns investors to keep Tesla (TSLA) volatility top of mind as its moves diverged from the rest of the group. For Palantir (PLTR), he says it trades like a meme stock but argues the long-term growth story is ther...

Matt Tuttle looks at the original "meme stock" ahead of earnings: GameStop (GME). He examines the company's foray into crypto, citing its recent Bitcoin (/BTC) purchase as a way of mimicking Strategy (MSTR) and other companies creating cryptocurrency reserves. Matt says he'd rather wait after the earnings event before making any kind of move on GME. He says the company "does...

Shares of Microsoft (MSFT) touched a new all-time high on Monday. Tom White takes a look at the stock's run higher so far in 2025 and keys in on technical patterns taking shape on its chart. Then, Tom composes an example options trade using a call vertical strategy with a neutral to bearish tilt. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options i...

Richard Flynn pops by Morning Movers to discuss the A.I. headlines emanating from Great Britain. He says the U.K. is the 3rd largest investor in artificial intelligence technology, noting this week's the A.I. Sandbox announcement from Nvidia (NVDA). Richard discusses the state of the U.K. markets and how the government is changing the way investors approach the overall domestic investing pictu...

Ben Watson doesn't see a "McFlurry" of selling even as shares of McDonald's (MCD) hit a recent "McDouble" bottom. Shares of MCD are under pressure following a double downgrade from the analyst at Redburn. On a 1-year chart, he points out support at the $300 level but notes that the RSI indicator could be "melting" downward. ======== Schwab Network ======== Empowering every investor and trader, eve...

Equity futures are relatively unchanged ahead of Tuesday's open. Kevin Green joins Morning Movers to discuss today's biggest headlines, including the ongoing trade negotiations between the U.S. and China. He points to the addition of Howard Lutnick as a new piece to the equation. For today's trading range, KG sees 6040 to the upside, but highlights 6020 as a "big area" to wat...

Tesla (TSLA) CEO Elon Musk and President Donald Trump appear to take steps to mend relations. McDonald's (MCD) gets a double downgrade at Redburn. And, Apple (AAPL) shares are on the move as investors react to the company's latest announcements from WWDC. Tom White has the latest. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Mark...

Dale Smothers doesn't expect a rate cut from the Fed next week but still sees two rate cuts before the end of the year. However, he says that all depends on how strong future CPI prints come in, particularly July's. Turning to the Mag 7, Dale believes Apple (AAPL) has room to catch up to the rest of the Mag 7's recovery. He expects Nvidia (NVDA) to continue leading markets as the &quot...

Markets opened the week higher despite consolidation seen in the major indices. One company that did not join the move higher was Apple (AAPL) after the Big Tech giant's Worldwide Developers Conference disappointed investors over a lack of A.I. showings. One report suggests Meta Platforms (META) will bolster its A.I. offerings through a $120 billion investment. Air mobility stocks like Archer...

Adam Patti, CEO of Vista Shares, joins Market on Close to discuss the VistaShare's Wild ETF. Patty explains how the fund's selection process works, citing companies like Meta (META), MicroStrategy (MSTR), Super Micro (SMCI), Palantir (PLTR), and Tesla (TSLA) as current holdings. He also addresses concerns about market volatility and potential "copycats," emphasizing the importanc...

IONQ Inc. (IONQ) rallied after it bought U.K. quantum computing start-up Oxford Ionics. It's a big move for the company, though George Tsilis points out that IONQ still has to achieve profitability. The bet comes down to how profitable quantum computing can become. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter...

Charles Schwab's Collin Martin doesn't expect any surprises from the Fed in next week's interest rate decision. He points to the latest jobs report signaling an unchanged rate. However, Collin says changes to the dot plot beyond two cuts are possible. He believes inflation will remain on the backburner for the FOMC, which he sees focusing more on the labor market long-term. ======== Sc...

Gold is holding steady, but silver is shining with a 13-year high on strong industrial demand and supply deficits. Scott Bauer sees the gold-to-silver ratio narrowing, making silver a buy. In oil, a bearish forecast from S&P Global Commodity Insights predicts prices could fall below $50 a barrel due to OPEC supply, but Bauer isn't ruling it out. Bitcoin, however, is defying gravity, nearin...

Kevin Green calls today's trading action "boring" with the SPX trading within a 20-point trading. Tariff talks between the U.S. and China getting extending to tomorrow, combined with Apple's (AAPL) "nothingburger" WWDC event, kept risk-on sentiment off the table. However, Kevin tells investors to brace for a ramp-up in volatility in the coming weeks. ======== Schwab Net...

XCF Global (SAFX) CEO Mihir Dange discusses the company's mission to decarbonize global aviation through synthetic aviation fuel (SAF). He discusses XCF Global's IPO, production capacity, and plans for expansion, including a potential pipeline of 1.6 billion gallons by 2028. He also shares insights on growth drivers, including the need for 4,000-5,000 new facilities to meet demand, and the...

John Schloegel shares his market insights and favorite undervalued businesses, including Merck & Co. (MRK) and PepsiCo (PEP). He also discusses the potential for a pullback in the 60/40 portfolio and why he's not convinced it's dead yet. He emphasizes the importance of patience and long-term thinking, citing Warren Buffett's advice to only need one or two good investment opportunit...

Nvidia (NVDA) was the number one sold stock by Charles Schwab's clients, according to Joe Mazzola. Meanwhile, UnitedHealth (UNH) was the second-most bought stock even though the company slipped 50% in the span of weeks. Joe attributes the strange trend to a rotation out of tech to a "month of dip buying in unloved names." He notes lasting uneasiness, with Joe suggesting clients are m...

Warner Bros. Discovery's (WBD) planned split sends shockwaves through the industry. Netflix (NFLX) continues to lead, though Disney's (DIS) high engagement and subscriber growth could tighten the gap. Comcast (CMCSA) and Paramount (PARA) are still vying to pull streamers from those streaming giants. Jamie Myers and Seth Schachner break down the winners and losers in the increasingly crowde...

Chad Beynon sees strength in luxury travel and gaming despite a compression in booking windows and pressure on lower-end chains. His top pick is Hyatt Hotels (H), citing strong upscale and luxury properties. He's also bullish on Caesars (CZR), driven by growth in digital market share and sports betting. Beynon remains optimistic about the U.S. gaming industry, expecting 20-30% growth in the di...

Max Wasserman believes there are warning signs on the horizon, including a potential spike in the federal deficit and stubborn inflation. He thinks the Fed made a mistake by even considering a rate cut, and instead predicts they'll keep rates steady for the rest of the year. He's finding investment opportunities in areas like short-term bonds, treasuries, and select sectors outside of tech...

Companies like Rocket Lab (RKLB), Archer Aviation (ARCH) and Joby Aviation (JOBY) saw up to double-digits percent rallies after President Trump signed executive orders that aim to boost drone security and electric air taxi aircraft. Diane King Hall gives more insight on why these stocks launched on the news and talks about headwinds and tailwinds the executive orders present for the industry. ====...