Schwab Network

Lululemon (LULU) reports earnings after the bell, and Likefolio’s Megan Brantley walks through consumer sentiment data ahead of the results. “The bar is too high,” she argues, noting a continued decline in web visits. Smaller, niche players are taking their market share, particularly Rhone and Alo. She also thinks the demographics of the LULU customer are changing, both in age and geography. =====...

“There’s a beast in the market,” says Larry McDonald, that “wants more meat.” He notes that after hitting the debt ceiling in January, we’ve “issued no new debt,” but after the ceiling is raised under Trump, he expects another major bond issuance. He sees creeping weakness in the economy and thinks we’ll see 50 basis points in rate cuts before year end. He also forecasts a major shift in the marke...

Charlie O’Shea and Stephanie Cegielski preview Lululemon (LUU) earnings. Charlie thinks they’re “moving in the right direction and attracting a new consumer.” He thinks the golf market particularly is helping them out. Stephanie thinks LULU is “working very hard not to change its prices” during the trade war, and says based on conversations with the company, they’re well-prepared for the holiday s...

Jason Brown, author of Five Year Millionaire, turns to tech and transport on today's Big 3. He's impressed with strength behind Uber Technologies (UBER) despite the recent pullback, explains why he's "cautiously bullish" on Reddit (RDDT), and turns to the "pure technical play" behind Copa Holdings (CPA). Jason also offers example options trades for all three compani...

"We're moving toward certainty... and that's what the market needs," says Mike Smith. However, "one competition we're winning is the accumulation of debt," which he sees as a big concern. Even with U.S. debt climbing, Mike argues it gives high growth stocks room to run tremendously to the upside. As A.I. shifts from chips like Nvidia (NVDA) to software, Mike is a bu...

Lululemon (LULU) reports earnings after the close today, and Sam Vadas expects China to be a key focus for investors. She sees expectations being "tempered" due to the mixed earnings picture retail has shown so far. Sam adds that product innovation is paramount as rising competitors like Vuori enter the space. Joe Tigay notes Lululemon's "fantastic" story as he offers an example options trade ahea...

Angelo Zino says Broadcom (AVGO) historically gives conservative guidance and expects the company to exceed its earnings. However, he believes there is upside potential in the company's semiconductor business saying the growth potential over the next 2-3 years is "underestimated." Angelo discusses AVGO's "frenemies" status with fellow tech companies like Nvidia (NVDA) and AMD (AMD). Later, Tom Whi...

Kevin Green chimes in on several factors taking center stage, including metals moving higher, the ECB signaling a potential end to its cutting cycle, and reports of a phone call held between President Trump & China President Xi Jinping. For the S&P 500 (SPX), KG continues to highlight the consolidation pattern underneath 6,000 as a focal point for investors with 5,700 as an area of support...

Kevin Hincks points to this morning's International Trade in Goods as a surprise, saying it could be an indicator of improving conditions. He breaks down the latest jobless claims data ahead of Friday's highly-anticipated jobs report. Later, he discusses reports from Chinese state media organizations on a phone call between President Trump and China's Xi Jinping. ======== Schwab Networ...

Five Below (FIVE) shares rise after the discount retailer reported an earnings beat. FIVE raised its FY25 EPS and revenue guidance as it believes consumers will trade down with tighter budgets. CEO Winnie Park added "our customer-centric strategies focused on product value and experience are working." Jenny Horne looks at FIVE's exposure to China and breaks down the earnings figures....

Broadcom (AVGO) earnings are due to report after Thursday's close. Ahead of the latest quarterly figures, Tom White takes a look at the stock price surge seen in its shares since the beginning of 2025. He later illustrates an example options trading strategy using a call butterfly with a bullish tilt. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subs...

From 1985-2002 under both Republican and Democratic administrations, Phil Gramm served in the U.S. Senate representing the state of Texas. He joined Diane King Hall at the NYSE to discuss his latest book "The Triumph of Economic Freedom: Debunking the Seven Great Myths of American Capitalism" and the state of the U.S. Economy. Sen. Gramm weighs in on President Trump's tariff policy,...

James Demmert drops by the NYSE set with a couple of stocks to watch: Intuitive Surgical (ISRG) and BYD (BYDDY). He says both are plays that avoid a potential U.S. slowdown. Ahead of Broadcom's (AVGO) earnings, James says it is the "semiconductor company people don't think about" but believes that its diversified business gives it strength. He's expecting AVGO to beat expecta...

Five Below (FIVE) is on the move after earnings. Ben Watson looks at resistance around $125 in the short-term breakout after its report. But, on a longer-term view, Ben points to potential bullish signals on its RSI momentum study. Shares of the discount retailer are hovering just below 52-week highs. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscrib...

Kevin Green says markets are in a holding pattern ahead of Friday's May jobs report, but adds that weak ADP numbers and slowing economic data could be a warning sign. Green notes that while a rate cut is priced in, it may not be all bad news for equities, especially if it's seen as a way to combat a slowdown. KG says a break below 5940 could bring in more sellers. In earnings news, MongoDB...

Tesla (TSLA) shares are in focus as tensions rise in Elon Musk's relationship with the White House. Visa (V) charges ahead after an upgrade from Mizuho. And, MongoDB (MDB) soars after the software company posted stronger-than-expected earnings. Tom White has the latest. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsl...

Gareth Wilson breaks down the 2025 World Wealth Report. U.S. millionaires grew by 562K, reaching 7.9 million. Looking to the markets, he notes that high-net-worth individuals are investing more in alternative assets – up to 15% of their portfolios. “Over the next 25 years we’ll see a significant shift in wealth” from Baby Boomers to younger generations, he adds, to the tune of trillions. Younger g...

Tesla (TSLA) bulls are preparing for the Mag 7 company's expected robotaxi launch later this month, though CFRA's Garrett Nelson urges caution. He says its Cybercab could be a letdown. One advantage Garrett believes Tesla has over competitors like Waymo: scalability. With sales plunging in China and Europe, Garrett warns that Tesla's finances in second quarter "may not be much better" than the fir...

Stocks closed the session mixed after seeing two straight days of gains across the board. CrowdStrike (CRWD) and Dollar Tree (DLTR) created a lot of downside action in the SPX after earnings. Amazon (AMZN) served as a bright spot with its $10 billion investment into A.I. expansion in North Carolina. Marley Hayden takes investors through the trading session's top stories. ======== Schwab Networ...

Tom Siebel, CEO of C3 AI (AI), calls his company's $100 million task order with the U.S. Air Force "one of the largest on Earth" in the A.I. space. He says the implementation of C3's Panda Software will make the Air Force's tech more reliable and will offer cost-saving measures down the road. Tom goes a step further to explain A.I. prospects in warfare and defense. ======== S...

Guidewire (GWRE) soared 16% to a new all-time high after the cloud service and insurance company posted better-than-expected earnings. George Tsilis goes beyond the numbers in the report to explain other factors behind today's rally. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/sub...

While U.S. markets appear to shake off tariff headlines the longer they last, Charles Schwab's Michelle Gibley says the impact continues on the inflation front. She weighs global pricing pressure and its correlation with the U.S. Dollar. Sticking with the global front, Michelle talks about what led Canada to hold interest rates as the European Central Bank makes its decision Thursday. ========...

The spring home selling season has disappointed. Brad Hunter covers builders losing confidence, falling prices, and the “dismal” drop in buyers. The “lock-in effect” of lower mortgages is holding strong, and he doesn’t expect rates to fall substantially in the near future. Florida and Texas “have seen the worst of it,” he adds, with buyers aged 55+ nervous about the stock market, but thinks they c...

The SPX continues to waver in range-bound action, which Kevin Green says "makes sense" when you look at the technicals. He talks about headwinds still ahead for the index on its path back to 6,000 but believes bulls hold momentum. The 10YR-3MO treasury spread trending downward could become a roadblock in the coming trading sessions. Kevin also looks at the continuous squeeze on Coreweave...

Joseph Bonner looks at CrowdStrike (CRWD) earnings as the stock sells off. He thinks their earnings story has a “disconnect,” but is maintaining a Buy rating and $388 price target. “We should expect more momentum” for its revenue growth in the future, particularly with agentic AI integration. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the...