Schwab Network

Markets rallied on the week despite tariff shakiness and a steep sell-off in Tesla (TSLA). The latter happened after Tesla CEO Elon Musk openly criticized President Trump and his "big, beautiful" tax bill on X. Broadcom (AVGO) saw some selling action Friday despite posting an earnings beat. Constellation Energy (CEG) closed the week lower on the heels of a 20-year deal it signed with Met...

Gold’s (/GC) recent rally stalled, but silver's (/SI) momentum is picking up, with the industrial metal breaking out to new highs. Meanwhile, crude oil (/CL) is attempting a retest of $70 a barrel, but Phil Streible is cautious about calling a bottom in the energy market just yet. He also weighs in on Bitcoin (/BTC), suggesting it may be a range-bound asset and could be due for a pullback. ===...

Ashley Johnson, president and CFO of Planet Labs (PL), joins the show to discuss her company's successful quarter. Ashley attributes the strong results to growing demand for high-frequency data, particularly in the defense and intelligence sectors. With Planet Labs having crossed the key milestone of first positive operating cash flow, Johnson believes the company is well-positioned for sustai...

Thomas J. Hayes sees a bull run ahead for the market, citing strong earnings growth and a potential interest rate cut by the Fed. He highlights the different earnings stories seen in Lululemon (LULU) and Broadcom (AVGO), where LULU blamed the economy for slow comp store sales and AVGO's AI-related business driving growth. Hayes' stock picks include Albemarle (ALB), QXO Inc. (QXO), Stanley...

IDT Corp. (IDT) rallied over 14% on Friday after the payment provider company posted earnings that ignited bullish sentiment from investors. George Tsilis talks about the role diversification adds to the fintech company's substantial growth. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork...

Charles Schwab's Cooper Howard says the May jobs report didn't come in as bad as everyone expected, but there's more to see beyond the surface number. Cooper points out that 80% of gains were driven by just three sectors in the job market. Turning to the Fed, he sees treasuries pricing in one or two FOMC rate cuts, which he sees as reasonable. ======== Schwab Network ======== Empowerin...

Despite a slowing growth picture, the latest jobs report wasn't as bad as feared, and the market is shrugging off recent volatility. Lisa Flicker notes that companies are de-risking by hiring experienced talent and holding onto existing employees, particularly in sectors like healthcare and hospitality. With labor market turnover at historic lows, Flicker sees a "no hire, no fire" en...

The SPX hit 6,000 for the first time since the end of February. Even though it was a day of consolidated trading, Kevin Green highlights aspects of the session that made it interesting under the surface. On the path back to all-time highs, Kevin points out RSI as a bump in the road but sees a bullish MACD cross favoring upside trends. However, he warns of bearish indicators that may get in the way...

Cory Johnson sees Broadcom's (AVGO) earnings as something investors need to watch. While Nvidia (NVDA) holds dominance in the chipmaking space, Cory believes Broadcom's partnerships with Alphabet (GOOGL), Amazon (AMZN), and Microsoft (MSFT) gives AVGO a new edge. Cory later touches on the evolution of software and how it chips into the hardware side of A.I. ======== Schwab Network ========...

Calvin Choi joins The Watch List on the company's listing day at the NYSE. Choi discusses the company's plan to drive market share and revenue growth, expand its presence in major global markets, and drive digital transformation in the media and entertainment industry. He also shares his thoughts on the challenges of running a global company, navigating changing market conditions, and the...

Eric Pachman is closely watching U.S. job growth, citing a highly imbalanced jobs report. He believes this trend, combined with potential cuts to entitlement programs like Medicaid, could spell trouble for the U.S. economy. He's looking to international developed markets as a way to manage risk, highlighting Bank Creek's International Developed Market ETF (BCIL). In the U.S., Pachman recom...

Phil Palumbo sees Friday's jobs report signaling a persisting "robust" economy. He goes as far to say inflation "won't be a problem" and thinks the Fed's needs to cut 25 to 50BPS near-term. However, Phil can't rule out a 5-8% market pullback later this summer. One of Phil's stock picks includes Amazon (AMZN), which he expects to continue strong growth throug...

Thomas J. Hayes sees a bull run ahead for the market, citing strong earnings growth and a potential interest rate cut by the Fed. He highlights the different earnings stories seen in Lululemon (LULU) and Broadcom (AVGO), where LULU blamed the economy for slow comp store sales and AVGO's AI-related business driving growth. Hayes' stock picks include Albemarle (ALB), QXO Inc. (QXO), Stanley...

Nishit Madlani argues that consumers have not adopted EVs widely enough. He points to lagging sales in the U.S. and Europe, while Chinese EVs like BYD Co. (BYDDY) saw sales accelerate. However, Nishit still sees Tesla (TSLA) as an industry leader. David Wagner goes against Nishit's thesis, saying "I don't like Tesla right now." That said, David sees adoption of EV technology driv...

Taylor Swift is "on a whole 'nother level" when it comes to building her music enterprise, says Kevin Evers. He talks about how one of the biggest names in music capitalized on a contract loophole and made astounding profits in the latter part of her career. Swift's decisions let her buy back her master recordings. Kevin notes the rise in streaming played a critical role in Taylo...

Likefolio's Andy Swan weighs in on Loop Capital's downgrade of McDonald's (MCD), which cited underperformance of the chain's chicken strips. Andy argues that the fast food giant's strength lies in its value proposition which offer a competitive edge on price. Swan adds that McDonald's can afford to experiment with new products, as seen with the return of the popular Snack W...

"With A.I., you know exactly what's going to add value" to your business, says Oshkosh (OSK) CFO Matt Field. He joins Diane King Hall at the NYSE set to talk about the company's goals of using evolving tech. Oshkosh shares recently rallied after the company revealed its financial targets through 2028. Matt gives investors insight into how the company combines A.I. with vehicles t...

Andy Challenger calls the May jobs report a "relatively sound" one. He notes non-farm payrolls as a signal of strength, though he sees weakness for future payroll investments as the latest print showed inflation concerns. David Volpe attributes the clash of data to a "goldilocks" report that paints a mixed picture for job seekers and the U.S. economy. ======== Schwab Network ==...

The Mag 7 are front and center in today's Big 3. Joe Tigay talks about Alphabet's (GOOGL) Waymo as a bullish catalyst as it faces turbulence in search. As for Amazon (AMZN), he sees its A.I. prosects as a huge growth opportunity, as with ecommerce if tariffs and interest rates come down. Joe remains heavily bullish on Nvidia's (NVDA) A.I. chip growth. Charles Schwab's Ben Watson an...

Mark Avallone says the job market continues to move through the "noise" of tariffs, which he argues hasn't affected the job markets yet. Once they hit, he urges investors to brace for evolving volatility. With Friday's jobs report showing strength, Mark adds that the Fed's labor mandate remains strong, suggesting lagging interest rate cuts to come. He sees tech leading a jobs...

Adecco's Amy Glaser breaks down the latest jobs report for investors, noting signs of strength in the numbers. One concern stems on an uptick in wages that may hamper the fight on inflation. Amy also talks about the A.I. boom, assuring that the risk of artificial intelligence cutting jobs from the employment picture is low. ======== Schwab Network ======== Empowering every investor and trader,...

Bernstein downgraded CrowdStrike (CRWD) to market perform from outperform, citing its "crowded" trade pumping valuations higher even though cybersecurity is here to stay. Sam Vadas takes a closer look at the price action and weighs in on Bernstein's commentary. Dan Deming says it's hard to "fight the trend" CrowdStrike presents and offers a call fly options trade for in...

David Swartz takes a deep dive into Lululemon (LULU) after the company sold off close to 20% after posting in-line earnings. David points out the company's guidance and weakness in multiple segments of Lululemon's athleisure brands as key headwinds. He still considers it a "leader in the pack" of the clothing industry. Tom White offers a bearish and bullish example options trade...

Docusign (DOCU) did not participate in Friday morning's market rally after it posted lower full-year billings in its earnings. Loop Capital bit into McDonald's (MCD) bull thesis by downgrading the stock from buy to hold. Urban Outfitters (URBN) traded lower despite getting an upgrade from Jefferies. Diane King Hall takes a look at Friday's market movers. ======== Schwab Network =======...

6,000 is the number to watch. The SPX tapped the level soon after the open, though Kevin Green sees it serving as a strong resistance for the index. He says a pullback is possible if traders can't sustain strength seen at the opening bell. Turning to other indices, Kevin notes the importance of the RUT as a signal for risk-on trade. After Tesla's (TSLA) significant sell-off on Thursday, Ke...