Schwab Network

Charles Schwab's Cooper Howard talks about the tariff narrative's impact on fixed income after the U.S. Supreme Court ruled the Trump administration's IEEPA tariffs unconstitutional. He expects a short-term impact though sees a floor having already been set due to inflation and employment concerns ahead. Cooper later turns to the credit markets and concerns he sees for investors in the...

The market is “seeking out existential threats” around AI and tech, argues Scott Ladner. “Fundamentally, [the AI revolution] will be a good thing,” he adds, anticipating it to add jobs in the future and spark an entrepreneurial boom. He thinks we will see a couple of rate cuts this year, and anticipates a “boring Fed” after Warsh is confirmed as Fed Chair. His picks right now include financials, c...

A weaker-than-expected factory orders print is one Kevin Green doesn't see moving markets much. What he believes will: tariffs. KG adds perspective to questions marks around the tariff picture and its impact on what he calls largely rangebound action in recent months. He takes investors through technical analysis in crude oil and geopolitical pressures pushing prices higher. ======== Schwab Ne...

Tariffs could go “one of two ways,” says Dale Smothers, arguing that Trump will continue to try to impose similar tariffs after the Supreme Court decision. This could lead to a pause or even a pullback in markets. If the tariffs unwind and force the government to repay tariffs, he calls it essentially a “tax return for the American consumer” that could boost economic activity. He is overweight Nvi...

Tariffs remain the center of attention in markets, with Kevin Hincks saying he's still "surprised" by last week's gains on the headlines. He talks about what is means for the Fed and tentative interest rate cuts. This week, Nvidia (NVDA) is expected to move Wall Street when it reports earnings on Wednesday. Kevin explains why one report can impact just about every corner of the m...

The market focus is on Nvidia (NVDA) earnings this week, says Kenny Polcari, and he doesn’t think the company will disappoint. “You have to take advantage” of the tech selloff by picking through beaten-up names, he argues. He highlights Broadcom (AVGO) as a name sold of “arbitrarily” and thinks it can break out after NVDA’s report. Kenny’s other picks are 3M (MMM), Cummins (CMI), and Stanley Black...

Wells Fargo joins the bull camp when it comes to Alphabet (GOOGL). As Sam Vadas explains, the firm sees the Mag 7 giant's compute strength driving strong forward momentum. Workday (WDAY) saw one of its bulls move to the sidelines when Jefferies downgraded the stock due to AI risks. The firm also downgraded Deere & Co. (DE) to underperform. ======== Schwab Network ======== Empowering every...

Raul Shah braves the snow and cold to join Morning Movers from the NYSE floor. He discusses Hims & Hers (HIMS) ahead of earnings. The company's faced multiple headwinds including legal issues from Novo Nordisk (NVO) and its sale of a semaglutide weight-loss product. Raul says the earnings call "will be crucial" for investors to get some clarity from the company's leaders and...

Thomas J. Hayes analyzes the latest tariff policy plans emanating from the White House and weighs in on how the short-term volatility is "mostly noise" as he expects this to be a longer-played out issue. He underlines the mid-term election cycle as a potential market moving event. On the Mag 7 stock performance, Thomas says the markets are concerned if the group's AI capex ultimately...

Home Depot (HD) earnings are ready to hit the wire tomorrow. Rick Ducat drops by the Schwab Network studio to construct the chart studies to watch for the home improvement giant. He compares HD to its rival Lowe's (LOW) and shows how it has performed against the overall consumer discretionary sector. Later, Rick describes a potential example options trade utilizing a call butterfly strategy wi...

This week's focus surrounds Nvidia's (NVDA) earnings report out after Wednesday's close. Kevin Green and Jenny Horne discuss the consolidation taking place in the AI semiconductor stock's share price. KG doesn't see a "massive impact" on the S&P 500 (SPX) following Nvidia's report. On the global macroeconomic scale, he addresses the newest round of tariff hike...

Wells Fargo upgraded Alphabet (GOOGL) to an Overweight rating with a price target of $387 up from $354. Ben Watson examines the technical patterns taking place on the chart of Google's parent company. On a short-term 5-day chart, he underlines the $314-$315 point of control where a majority of the trading volume has been taking place. Zooming out to the 1-year timeframe, Ben says the longer-te...

Qualcomm (QCOM) is the subject of this week's Tech Corner. George Tsilis profiles the semiconductor company's multi-pronged approach to various technologies such as 5G, AI, IoT, robotics and autonomous driving. He breaks down the various components of Qualcomm's business and explains how its relationship with Apple (AAPL) could be nearing an end. Later, George highlights several techni...

Sam Vadas closes out a short week on Wall Street with her final takeaways regarding the continuing fears that AI will disrupt the software sector. She turns to the week ahead where markets have one prime focus: Nvidia's (NVDA) earnings. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before t...

The U.S. housing market is stabilizing as buyers adjust to higher mortgage rates, with Kade Thomas pointing to affordability pressures and tighter supply keeping activity muted. While regional trends are rebalancing and new home sales show resilience, Thomas says the long-term outlook remains bullish as the market resets from prior excesses. ======== Schwab Network ======== Empowering every invest...

The Supreme Court’s ruling curbing tariff authority is a near-term setback, but Arthur Laffer sees it as a pivot as the administration turns to alternative trade tools to advance reshoring. Despite policy uncertainty and China-related headline risk, Laffer says the foundation for U.S. growth and equities remains intact. ======== Schwab Network ======== Empowering every investor and trader, every m...

Nvidia (NVDA) will inevitably take center stage of Wall Street next week when it reports earnings on Wednesday. Rick Ducat points out the company's underperformance to other AI peers and potential for a pullback between $165 to $170 as a post-earnings possibility. He notes bullish traction elsewhere in the Mag 7 leader's stock chart. Rick also points out the uptick in options activity head...

Charles Schwab's Mike Townsend calls the Supreme Court's decision to shut down President Trump's IEEPA tariffs "momentous." However, he argues it's not surprising either. He talks about other factors the Trump administration can take to issue global tariffs, including one it hinted at Friday. Mike calls the administration's next proposal a "bridge" that buys...

Seth Denson gives his takeaways from the Supreme Court tariff ruling, and says it may have been “one of the biggest weeks” the market has had to process amid the rest of the economic data we got. He breaks down that data, including Jobless Claims, international trade news, and inflation rates. He thinks 2% inflation is “extremely overzealous” with this level of governmental spending: “between 2%-3...

Justin Bergner opines on the Supreme Court ruling on tariffs and stimulus expectations from the One Big Beautiful Bill. He shares small cap AI winners, looking at the other side of AI capex as the market moves into defensive and cyclical sectors. One of his favorites is Belden (BDC), which works in industrial automation. ======== Schwab Network ======== Empowering every investor and trader, every...

Cullen Rogers of Wedbush discusses the launch of their “Return on Leadership” U.S. Large Cap ETF (EXEQ). He explains the strategy behind the fund and how they find companies with “superior leadership.” AI is a key component because it helps crunch the language of earnings calls and other corporate communications. Top holdings include Steel Dynamics (STLD), GE Aerospace (GE), and PulteGroup (PHM)....

As the Trump administration navigates the U.S. Supreme Court's decision to overturn IEEPA tariffs, David Volpe talks about the processes available to reintroduce tariffs. As for the markets, David believes they continue to show resilience despite the expected uptick in volatility. Nvidia's (NVDA) earnings is what he points to as the next catalyst and a testament to continuing strength in t...

Michael Green and Ken Kim break down the latest economic data. Ken expects a better GDP reading next quarter, citing the government shutdown. Michael thinks the “core component” to watch is year-over-year growth. They also cover the latest PCE report and where they think inflation is going. Ken thinks there might be rate cuts in the back half of the year. ======== Schwab Network ======== Empowerin...

Likefolio’s Landon Swan previews Domino’s Pizza (DPZ) earnings, which are due out Monday. He notes that the stock has struggled over the last quarter despite posting decent numbers last quarter. “You’re starting to get some value questions on Domino’s,” he argues. Carryout is growing, and they’re trying to make their app “a habit” for consumers. Innovation is providing another boost. ======== Schw...

Eddie Yoon argues Consumer Sentiment data negativity is due to Gen Z, who are realizing “that they’re on their own.” He thinks the cohort is becoming more entrepreneurial as the working world is reshaped. He forecasts that Gen Z will prioritize “business formation over family formation” as average wedding ages rise, the birth rate slows, and housing remains unaffordable. He explains how this is im...