Schwab Network

LikeFolio briefly touched on Roku Inc. (ROKU) Monday after it reached a deal with Amazon (AMZN) to run its ads. Today, Landon Swan says Roku remains a leader in a "very quickly" growing industry, despite warnings of a "yellow flag" in competition. While Amazon's deal gives Roku more runway, Landon notes Fire TV and Samsung TV tapping into its market share. He says the compa...

Don Nesbitt and Jake Clopton break down Lennar (LEN) earnings. Jake says buyers are “tapped out” in the housing market, so homebuilders have to somehow lower their prices, tightening margins. Don notes that other factors, including a lack of Fed cuts and higher property taxes, are also pressuring both sides of the market. ======== Schwab Network ======== Empowering every investor and trader, every...

Jessica Inskip will be listening to Fed chair Jerome Powell's interest rate commentary Wednesday as markets flip-flop on bearish and bullish sentiment. She also talks about how macro developments are impacting today's Big 3. On Vertiv Holdings (VRT), Jessica tells investors to keep an eye on it as A.I. infrastructure grows. She notes Reddit's (RDDT) A.I. and ad revenue strengths, along...

Are bonds broken? Dave Mazza weighs in. He thinks bond allocation isn’t broken, but “cracked,” with the old 60/40 stock/bond ratio no longer viable. He explains what he thinks has taken its place, from alternative investments to covered call options, and the associated risks. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute new...

Greg Halter gives his thoughts on what the Fed will do next and how the market is holding up during rising geopolitical tensions. He expects “a couple cuts” this year but doesn’t think the Fed will lower rates this week. He talks about how the huge pool of money in retirement funds influences market investments; he thinks small caps are in trouble. His picks now include Eli Lilly (LLY) and Amazon...

Tim Bohen focuses on companies impacted by the Israel/Iran conflict and reacts to the latest economic data. “I am very, very bullish America and where it’s headed,” he says, and was disappointed by the latest Industrial Production numbers because of that. However, he acknowledges it will take years for manufacturing reshoring to make a noticeable impact. He reflects on his “buy-the-dip” call in Ap...

Wells Fargo shared concerns for Tesla (TSLA), citing flat second-quarter vehicle deliveries compared to weaker numbers in the first quarter. With the company's tentative robotaxi launch scheduled this Sunday, George Tsilis says the pressure is on for Tesla to deliver. He believes it's critical the company has a strong showing for investors to gain confidence in autonomous driving. Tim Bigg...

Tsvetta Kaleynska gives investors an overview of the retail picture and where it stands as tariffs paint an uncertain background. While she notes companies like Target (TGT) facing numerous headwinds, it's not the same across the industry. Tsvetta considers Walmart (WMT) a favorite due to its fortress-like balance sheet backed by an acquisition she believes went unnoticed by investors. She als...

Breaking news hits Morning Trade Live with JetBlue (JBLU) cutting back flights after it reported weaker travel demand. Diane King Hall talks about the report and shares how it differs from its airline peers. She also notes the sell-off in solar stocks like First Solar (FSLR) after the Senate proposed cuts to wind and solar tax credits. Diane later discusses Eli Lilly's (LLY) $1.3 billion bid f...

18% of stocks opened in the green but the SPX opened without as much pressure as Kevin Green expected. As the SPX attempts to swing into positive territory, Kevin examines silver's rally to new 52-week highs coinciding with a pop in semiconductors. Kevin also urges investors to keep an eye on VIX with backwardation potential. ======== Schwab Network ======== Empowering every investor and trade...

Michelle Gibley gives the latest updates on the Iran/Israel conflict and whether it threatens the world energy supply. She thinks a sustained price hike for oil is “unlikely.” She reacts to the latest moves out of the Bank of Japan and how it could affect the Japanese and U.S. economies. Michelle sees opportunities in Europe as it makes moves to support economic growth and highlights the “European...

Barclays raised its price target on Nvidia (NVDA) to $200 from $170 and kept an overweight rating on the stock. Jenny Horne notes the firm also raised its compute estimates for the chipmaker and talks about the FOMO Nvidia continues to generate. She also turns to Microsoft (MSFT), which ticked lower after OpenAI accused the Mag 7 giant of anticompetitive behavior. ======== Schwab Network ========...

President Trump flew to Canada overnight for the G7 Summit only to turn back around as the Israel and Iran war grows. Kevin Hincks reports from the Cboe Global Markets to break down the latest developments and its impact on commodities like crude oil. This, as the Fed starts its interest rate meeting today with a decision expected tomorrow afternoon. Kevin says Jerome Powell and company will tackl...

On the heels of a Wall Street Journal report pointing to OpenAI and Microsoft (MSFT) tensions reaching a "boiling point," Rick Ducat examines the technical layout on the chart of MSFT. He points to $447 as a heavy-trading area on the chart's volume study, as shares of MSFT hit all-time highs this week. Then, Tom White compiles an example trade for MSFT using a neutral to bullish appr...

Rob Thummel is at the NYSE site to discuss the global energy market. He says there hasn't been a real supply disruption so far in the Iran-Israel conflict, but the greatest concern remains escalation near the Strait of Hormuz. He believes Iran wants to de-escalate the conflict, which could drop oil prices to $60. Rob believes other Middle Eastern countries and OPEC members could fill any gaps...

Carin Pai joins Diane King Hall at the NYSE set to preview this week's FOMC meeting. She believes the central bankers will continue to take a "wait and see" approach citing resilient economic data. On the equity front, Carin believes valuations are at the top end of the range and could keep markets rangebound for the remainder of 2025. She cautions that markets could be susceptible t...

Roku (ROKU) shares are higher after it announced a deal with Amazon (AMZN) for streaming ads. Loop Capital upgraded the company to a buy rating with a $100 price target. Rachel Dashiell examines the technical layout for ROKU pointing to the long-term support at $50, but also an inverse head and shoulders pattern developing with new near-term support closer to $80. ======== Schwab Network ========...

Kevin Green discusses Tuesday's pullback following Monday's rally. He says today's pre-market fade is not an "aggressive sell-off" adding that it appears the bulls are holding this thing up. KG discusses the Strait of Hormuz significance as it relates to the global oil and energy markets. If U.S. gets drawn into the conflict further, Kevin says that could drive up oil prices....

Lennar (LEN) shares are on the move after 2Q earnings beat Wall Street estimates. First Solar (FSLR) and other solar energy companies are under pressure as the U.S. Senate proposes phasing out tax credits by 2028. And, T-Mobile (TMUS) falls after Softbank sells a significant stake in the mobile carrier. Tom White has the latest.

"We are in very unsettled times," says Ted Weisberg, urging investors to stay nimble amid volatility. He still sees investors pushing markets higher with a "sniff of any good news." Ted continues to list Meta Platforms (META) and Oracle (ORCL) as top holdings but believes Nvidia (NVDA) could be added to the list. He also expects defense and airlines stocks to maintain rallies into the back half of...

Galaxy's Mike Novogratz joins Nicole Petallides for an in-depth conversation about all things crypto. He discusses the bullish case surrounding Bitcoin, the use cases of other crypto coins and why stablecoins could be the currency of an A.I. economy. Mike shares details of his company's data server business, Helios, and describes the "community" aspect to cryptocurrency valuation...

Continued geopolitical risk between Israel and Iran didn't keep bulls at bay, reversing most of Friday's sell-off. AMD Inc. (AMD) became the clear leader, rallying on a price target boost that also pushed other A.I. chipmakers like Nvidia (NVDA) and Broadcom (AVGO) higher. Meta Platforms (META) also gained with plans to further monetize WhatsApp, while CoreWeave (CRWV) soared despite a dow...

Michael Gayed of FKMT shares his insights on the launch of his firm's ETF focused on deregulation. Gayed explains that the fund aims to capitalize on companies benefiting from shifts in the regulatory environment, citing Uranium Energy Corp (UEC) as a key example. He also discusses the fund's exposure to Bitcoin and gold. ======== Schwab Network ======== Empowering every investor and trade...

Sezzle (SEZL) is a big winner in the fintech space many investors have overlooked. George Tsilis credits its profitability and bank partnerships for its explosive investor interest. However, one headwind comes from analyst sentiment. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscri...

The Fed meets tomorrow to begin its interest rate meeting, with a decision expected Wednesday afternoon. Charles Schwab's Collin Martin believes no rate cut is priced into stocks, though what he'll watch is how the shifting inflation picture will affect the Fed's dot plot. Collin also notes significant cracks in the labor picture can weigh on its dual mandate. ======== Schwab Network =...