Schwab Network

Valuations serve as a key headwind for Spotify (SPOT), though LikeFolio's Andy Swan sees little to no downside in the company. "Everything's going Spotify's way," says Andy, pointing to the streamer taking over radio's market share and overthrowing Apple's (AAPL) iTunes as the primary digital streamer for music. He argues the biggest risk to Spotify is the unknown. ==...

Beth Akers breaks down the proposed reforms to student debt in the "big beautiful bill," including a simplification of student lending, reduced loan options, and new repayment options. She also discusses how these changes aim to create incentives for institutions, rather than just borrowers and lenders. Akers addresses concerns about existing loans and programs and highlights the importa...

David Schassler believes gold will hit $5,000 within the next couple of years. His reason: de-dollarization, fueled by recession risks and growing valuations on Wall Street. Axel Merk goes a step further and points to tariffs being another driving force behind gold's growing bull run. He sees trade and financial uncertainty surrounding tariffs leading more investors to move out of equities and...

Today's Big 3 shows a lot of diversity between industries, though Kenny Polcari notes all have seen significant moves that can ignite further volatility. Kenny talks about why L3Harris (LHX) is in an industry investors "should be concerned about," CrowdStrike's (CRWD) support as it approaches overbought territory, and Groupon's (GRPN) big billings growth. Charles Schwab's...

Ibrahima Tall, CEO of Namib Minerals (NAMM), talks about his company's focus in the gold mining space after it went public last Friday. Namib owns three gold mines in Zimbabwe, though Ibrahima talks about other ways the company diversifies itself with its footprint in the minerals industry. He remains bullish on gold after its price soared in recent months. ======== Schwab Network ======== Emp...

Jason Ware says investors aren't looking for absolutes when it comes to trade deals, just whether talks are improving or worsening. His optimism on trade talks comes with a caveat: any progress could mean months, or even years before deals with the biggest countries are finalized. On equities, Jason makes the case for markets drifting higher in the second half of 2025. ======== Schwab Network...

CoinDesk's Andy Baehr talks about Bitcoin establishing a new "characteristic" behavior after trading within a 10% range over the last month. The issue of projecting future price action will be a lack of catalysts for it and other stable coins moving forward. The most recent catalyst was seen in Circle's (CRCL) IPO last week, which Andy calls a "big moment for blockchain.&quo...

Changes in the ways the U.S. harnesses energy shifted supply in favor of demand. Parag Sanghani points to data centers as a driving force that will shift that perspective as technology evolves. Parag talks about the ways his firm uses energy companies through ETFs and how they navigate energy volatility. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subsc...

Chewy (CHWY) is trading lower ahead of its earnings on Wednesday, though the stock pushed tremendously higher from its $22 price one year ago. Marley Kayden talks about Chewy's outperformance and how its big rally higher drew skepticism from analysts on a continuing run. Charles Moon with Prosper Trading Academy talks about strategies to tackle options through an example trade. ======== Schwab...

Paul Powers believes Apple's (AAPL) WWDC will be a disappointment for investors looking for an A.I. rollout timeline. He explains that Apple needs to reassure that it will advance its A.I. tools and offer a clear path forward for operations. Tom White offers a bullish and bearish example options trade for the Big Tech giant. ======== Schwab Network ======== Empowering every investor and trader...

Applovin (APP) got some analyst love this morning after Morgan Stanley bumped up its price target on the stock. However, as Diane King Hall explains, the company still traded lower at the open when it was left out of joining the SPX. Morgan Stanley also slightly lowered its price target on McDonald's (MCD), noting the fast food giant has moved closer to a "fair value." Diane turns to...

MACD in the SPX shows light signs of bullish support, though Kevin Green warn excessive consolidation into Wednesday's CPI print could lean bearish for its outlook. He also points out that the SPX broke an uptrend, causing some back and forth action today. He also notes pressure on metals due to a rising U.S. dollar. Kevin urges investors to watch the health care sector, which had technicals p...

Members of the Trump administration are meeting with Chinese delegates in London today to discuss the future of tariffs. Kevin Hincks reports from the Cboe Global Markets and goes over the common ground the U.S. and China aim to uncover in this meeting. Apple (AAPL) will also take focus with today's Worldwide Developers Conference. Down the road, Kevin urges investors to keep an eye out for Te...

Enthusiasm behind Tesla's (TSLA) highly anticipated robotaxi should be taken with a grain of salt, according to Baird. The firm downgraded Tesla to neutral, urging investors to temper expectations with autonomous driving. Jenny Horne adds that Argus downgraded the Mag 7 giant as well. She later turns to Apple's (AAPL) Worldwide Developers Conference and how the company's A.I. rollout t...

After reports that Meta Platforms (META) is planning to invest $10B in Scale A.I. for further expansion in the space, Tom White looks at the chart. He sees the share price trading in-range with other tech stocks. Later, Tom provides a bullish example options trade strategy using an unbalanced put butterfly. ======== Schwab Network ======== Empowering every investor and trader, every market day. Op...

Dave Mazza joins Diane King Hall to discuss his digital rails thesis around a trio of stocks he believes are central to the way consumers search, play and create in the A.I. economy. For Alphabet (GOOGL), he sees the company in its "efficiency era" saying Gemini could be underrated. For Take-Two (TTWO), Dave points to the Grand Theft Auto 6 release in 2026 as a key driver for its stock....

Matt Maley believes markets could see new all-time highs but he wants to see "a little upside follow through." On the intermediate term he does have some concerns about market valuation, but that doesn't stop him from sharing some stock picks. For Amazon (AMZN), he believes there is still further upside and catch-up compared to the rest of the Mag 7 stocks. Then, he looks at the IWM...

AppLovin (APP) was not among the stocks to join the S&P 500 (SPX) in the index's latest rebalancing. Rachel Dashiell joins the show to provide the technical analysis perspective on APP. On the 1-year chart she looks at the $430 level of resistance, but also says the number of red candles near the stock's all-time high could signal "more supply" than demand at those levels. ==...

Kevin Green kicks off the week providing a road map for what investors might and might not expect to happen from this week's trade talks between the U.S. and China. He examines the potential "good cop, bad cop" setup with Howard Lutnick and Scott Bessent joining the negotiations. At its core, the discussion around rare earths, processing essential materials for many manufacturers and...

Tesla (TSLA) gets downgraded at Baird ahead of the company's Robotaxi event. McDonald's (MCD) also catches a downgrade, as Morgan Stanley sees the fast food giant closer to fair values at current levels. And, Chewy (CHWY) loses its "top pick" status at Mizuho. Tom White has the latest. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscr...

Michael Purves says the market's V-shaped recovery off April lows "confounded" him. Even though the SPX is inching back toward its all-time high, he sees the index just as easily falling back below 5,000 if earnings growth doesn't meet Wall Street estimates. That said, Michael expects that dip to be a buying opportunity. He also analyzes moves in treasuries and the U.S. dollar an...

There's a lot of developments to watch this week when it comes to the Mag 7. Investors are waiting to see how Tesla's (TSLA) price action turns after Elon Musk's X feud with President Trump. Apple (AAPL) may offer a bright spot on Monday with its Worldwide Developers Conference, while Microsoft (MSFT) continues its rally from May after hitting new all-time highs. Jenny Horne analyzes t...

Josh Olszewicz makes the uber-bullish case that Bitcoin can reach $300,000 within the next year. He points to global adoption, mining, and stabilization as primers behind his thesis. Kevin Kelly turns to the cycles Bitcoin has seen and how it reacted to equities and volatility. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute n...

Shay Boloor “wouldn’t be surprised” if the trade war goes through summer despite today’s conversation between President Trump and President Xi. “The narrative is cracking…and the labor market might be breaking before inflation cools off,” he warns. With the market near all time highs, “this feels like a dangerous setup.” He thinks short-covering is pushing the markets higher instead of fundamental...

On the heels of a 1Q earnings beat, Zoom Communications (ZM) is in focus for this week's Tech Corner. George Tsilis looks at the company's embrace of A.I. technology as a key center of its business model. He examines competition from Microsoft (MSFT) Teams and Cisco (CSCO) WebEx. Later, George looks at potential bullish signals on Zoom's chart. ======== Schwab Network ======== Empoweri...