Schwab Network

Despite a better-than-expected jobs report, Evan Sohn is sounding the alarm bell, pointing out a significant revision of 95k fewer jobs added in March and April. He believes the downward revision, coupled with little inflationary wage growth, may signal a slower-than-expected economic rebound. Evan later discusses the Fed's potential rate cut timeline, citing concerns over tariffs and inflatio...

Broadcom (AVGO) traded lower to start Friday's session after it posted a slight earnings beat Thursday evening. The price action may stem from lofty expectations, according to Jenny Horne, who notes the stock's massive rally over recent weeks. Jenny later turns to Lululemon's (LULU) sell-off after earnings after heightening its "blame game" on tariffs. ======== Schwab Network...

Kevin Hincks analyzes the latest jobs report that showed stronger-than-expected nonfarm payrolls, showing 139,000 jobs added. However, there could be trouble on the inflation front with wages. Tesla (TSLA) shed $152 billion in market cap Thursday after CEO Elon Musk made a series of X posts criticizing President Trump and his "big, beautiful bill." Kevin says Musk needs to deescalate ten...

Tom White looks at the significant drop in Tesla (TSLA) shares for Thursday's session, shedding more than 14%. While shares are rebounding ahead of Friday's open, Tom points to the volatility surrounding the E.V. maker's share price. Later, he illustrates a "don't be a hero" example options trade using a put vertical strategy. ======== Schwab Network ======== Empowering e...

Equity futures are trying to shake off a turbulent Thursday session, thanks in part to a high-profile social media spat between Elon Musk and President Donald Trump. Kevin Green explains the rapid impact on market momentum, particularly for Tesla (TSLA). Meanwhile, investors have the May jobs report in focus on Friday. Later, KG breaks down Broadcom (AVGO) after a post-earnings pullback in shares....

BeiChen Lin joins Diane King Hall at the NYSE to dive into the latest monthly U.S. jobs report. He gets into a sector-specific breakdown pointing to a "catch-up" in hiring for healthcare professionals in the wake of the COVID pandemic. BeiChen says he's watching consumer data to see if spending power continues, which would have a ripple effect on hospitality and leisure jobs. He does...

Bob Lang looks at Lululemon (LULU) as shares plummet after earnings. He dives into the company's guidance and notes their cautionary stance due to tariff risks. Bob believes this drop shows just how expensive the stock ran up to, and says they didn't announce a buyback which could indicate further weakness. ======== Schwab Network ======== Empowering every investor and trader, every market...

Rachel Dashiell swings by Morning Movers with a technical perspective on CrowdStrike (CRWD). On a short-term chart, she points to support around $450 and resistance near $475 over a 20-day timeframe. On the 1-year chart, Rachel still sees support at $450. The cybersecurity stock pulled back from all-time highs after its latest earnings report. ======== Schwab Network ======== Empowering every inve...

Shares of Tesla (TSLA) rebound after Thursday's dramatic sell-off. Lululemon (LULU) is down following its latest earnings report. And, despite an earnings beat, Broadcom (AVGO) is under pressure ahead of Friday's open. Tom White takes us through the stories. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter -...

It's a "goldilocks market" that many missed, says Eddie Ghabour, which he believes led to pessimism against positive price action. He argues it's not too late to join the rally with lots of hedge fund cash still on the sidelines. Eddie sees small caps and consumer discretionary regaining lost strength. ======== Schwab Network ======== Empowering every investor and trader, every m...

Options Play's Tony Zhang is a bull when it comes to Micron (MU). He sees tremendous room for the A.I. chipmaker to run despite its choppy price action over the last year. Tony offers investors insight into the company's bullish and bearish indicators and offers an example options trade ahead of earnings later in June. ======== Schwab Network ======== Empowering every investor and trader, every ma...

It was a volatile day on Wall Street with all four indices ultimately closing down. Tesla (TSLA) was the culprit behind much of the selling action after Elon Musk openly criticized President Trump and his administration on X. Brown-Forman (BF/B) had its worst day in 12 years as tariffs cut into profits, Broadcom (AVGO) struggled to meet sky-high expectations in earnings, while Visa (V) continued t...

Carly Garner expects crude oil (/CL) to continue its downward trend due to a strong U.S. dollar and OPEC's recent decision to increase production. She believes that while geopolitical tensions could cause short-term rallies, the overall trend remains bearish. In the equity market, Garner sees the S&P 500's (SPX) 6000 level as a point of contention, but is cautious about the upside pote...

Carly Garner expects crude oil (/CL) to continue its downward trend due to a strong U.S. dollar and OPEC's recent decision to increase production. She believes that while geopolitical tensions could cause short-term rallies, the overall trend remains bearish. In the equity market, Garner sees the S&P 500's (SPX) 6000 level as a point of contention, but is cautious about the upside pote...

Friday's jobs print is expected to move markets into the opening bell. Charles Schwab's Nathan Peterson believes "bad news is good news" again, meaning that markets can move higher on expectations that the FOMC will cut interest rates if the job market shows continued deterioration. He also talks about the volatile trading action brought by Tesla (TSLA) headlines. ======== Schwab...

Broadcom (AVGO) is often referred to as Nvidia's (NVDA) main competitor in the A.I. space. The company rallied big off its April lows but couldn't meet an exceedingly high bar in its latest earnings report. Tom White and George Tsilis turn to the numbers and explain why the stock may already be "priced to perfection." ======== Schwab Network ======== Empowering every investor and...

Kevin Davitt assesses the recent market comeback. Casting back two decades, he recalls how different “the constituency” looked as far as company profitability and other financial metrics. He thinks the Nasdaq-100 will continue to lead markets. He charts monthly performance for the Nasdaq-100 for the last few years and explains what he thinks it means for the markets. He also looks at options flows...

Tesla's (TSLA) massive slide to the downside pulled the SPX down with it. However, as Kevin Green points out, a bounce off the lows kept the worst possible technical scenario off the table. The index came just short of the 6,000 level at the highs. Kevin also warns of seasonal volatility trends coming into play, which includes the Fed's interest rate meeting later this month. ======== Schw...

Laura Martin from Needham explains why she downgraded Apple (AAPL) to Hold from Buy. “There’s real risks to their earnings,” she emphasizes, with the Epic Games judgment against them and other DOJ threats. She also discusses OpenAI’s burgeoning efforts to “replace smartphones,” partnering with Jony Ive, who used to design all of Apple’s phones. Even though Apple has a moat, she says that doesn’t p...

Ryan Dykmans says the number of companies putting plans on hold over tariffs rather than seeing companies adapt and adjust is concerning. In the markets, “greed is winning,” he argues, with “over-reward” for positive information. He’s looking to trade on volatility spikes as uncertainty lingers. He is also concerned about the bond market as it behaves more like the equity market, endangering the s...

Steven Dickens sees Broadcom (AVGO) as a "more balanced business" with an expanding A.I. runway. He points to its VMware acquisition and growing list of partnerships with companies like Alphabet (GOOGL) as tailwinds. He notes a correlation with Broadcom and Nvidia (NVDA), but sees that correlation diverging with Broadcom's software exposure. ======== Schwab Network ======== Empowerin...

Jeremy Fox-Geen, CFO for Circle (CRCL), calls the company a "marriage between the internet and the financial services landscape." He joins Diane King Hall at the NYSE set hours after the company's public trading debut. Jeremy talks about the company's explosive IPO where price action doubled at its height since trading opened. On crypto, Jeremy sees "tremendous" growth...

Applied Digital (APLD) became a massive winner after inking a 15-year deal with Coreweave (CRWV). Meanwhile, the company backed by Nvidia (NVDA) pulled back from its substantial rally since its IPO in late March. George Tsilis breaks down the deal between Applied Digital and Coreweave to learn how its affecting price action. ======== Schwab Network ======== Empowering every investor and trader, ev...

Amanda Lai has “cautious optimism” ahead of Lululemon (LULU) earnings after the close. She calls it a “historically strong performer” that will give insight into consumer health and spending. Amanda says Lululemon is “firing on all cylinders” for innovation, but whether consumers will like their products is yet to be seen. She compares them to upstart competitors gaining share in the athleisure ma...

Broadcom (AVGO) established itself as a strong competitor in the A.I. space, rallying to new all-time highs ahead of earnings after hours. Sam Vadas talks about how analysts view the company as Nvidia's (NVDA) "number two," but argues Nvidia needs companies like Broadcom to thrive. She previews the earnings before it reports this evening. ======== Schwab Network ======== Empowering e...