Schwab Network

When it comes to Bitcoin's regulatory environment, David Siemer says the U.S. is behind the curve on adoption. He talks about the action he want to see and why he sees Bitcoin as an asset that should be "counter-cyclical" to markets. David considers Ethereum's rally off year-lows "pretty amazing" but would sell into the recent rally. ======== Schwab Network ======== Emp...

Microsoft (MSFT) shares are just below 2025-highs after a huge post-earnings rally. The company's up 30% from 52-week lows hit in early April. Caroline Woods notes a report adding to MSFT's upward move today, suggesting the Big Tech giant is revising its partnership with ChatGPT's parent company, OpenAI, ahead of a potential IPO. That said, regulation headwinds can challenge MSFT stock...

"Six major things that would normally be the biggest thing of the day" happened today, says Charles Schwab's Mike Townsend. The biggest of those developments: a tariff pause between the U.S. and China. He talks about what it means for a trade deal framework ahead and other market movers happened in Washington D.C. Cooper Howard turns to the 10-year treasury yield and how investors ar...

Scott Bauer expected a crude oil rally after getting to “extremely oversold” territory – but not “this big.” Thus, he’s cautious on the oil market, especially around the $62-$63 area, where he sees major resistance. He also sees “too much optimism” in the U.S. dollar as it approaches 102. He says bitcoin might’ve gotten out “over its heels” and we are now seeing some risk-off moves. ======== Schwa...

A 90-day tariff pause between the U.S. and China takes away the worst-case scenario of global impact, but Thierry Wizman notes other long-term concerns investors should keep on the radar. He doesn't see China adjusting its policy to all requests the U.S. makes. On recession risks, Thierry points to underlying weaknesses in the American consumer remaining sticky for years to come. ======== Schw...

Brian Mulberry says we’ll see if demand was really pulled forward by tariffs, and by how much, in the Retail Sales report later this week. He previews some retail earnings, expecting a “very strong” report from Walmart (WMT). He also thinks TJX Companies (TJX) will have a good report. He emphasizes that although the worst hasn’t happened, we’re still in a period of trade uncertainty for the next 9...

Bob Dechant, CEO of ibex (IBEX), a business process outsourcing company, joins to explain their work and cover their latest financials. It takes on outsourced customer service work, including tech support. He talks about their use of AI to support human workers and to automate “easy” interactions. After double digit revenue growth and boosting their guidance in their last quarterly report, Bob say...

Ryan Kelley calls Monday a "very excellent day in the market" after the U.S. and China agree to a 90-day tariff pause. However, he points to long-term headwinds and unknowns investors may not be pricing for. Ryan adds that CPI and GDP prints will be clear indicators investors should watch, serving as guidelines for the Fed's path forward. He later makes the case for small and mid-cap...

Tom White turns to three interesting bullish options trades after the U.S. and China agree to a 90-day tariff pause. He talks about the news flow driving trades in Amazon (AMZN), TSMC (TSM) and Best Buy (BBY). ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclo...

“As the United States sneezes, the rest of the world gets a cold” – because of our consumer, argues Phil Blancato. He thinks “the idea of a profound recession” is overblown and took advantage of the market sell-off because of this bullish thesis. Some of his current picks include Costco (COST), Mondelez (MDLZ), Rolls Royce (RYCEF), and Spotify (SPOT). He also sees opportunities in small caps and l...

Beth Kindig says there's no evidence of Google search slowing today, though its outlook faces certain headwinds. Alphabet (GOOGL) saw notable year-over-year search revenue growth, but Beth admits A.I. platforms like ChatGPT and Anthropic will eat into Alphabet's market share. John Belton says we're entering the "end of Google search dominance," pointing to Microsoft (MSFT) as...

Ed Butowsky expects the market to go higher from here and anticipates the Fed cutting rates soon – 4 times before the end of the year. On Trump’s executive order to lower drug prices, he notes that it only covers drugs administered at the doctor’s office. He says middlemen in the healthcare industry and Medicare reimbursements will get hit by the news. “Every pharma stock is like a hornet’s nest,”...

Kevin Hincks looks one of the Mag 7 stocks as equities rally on positive developments in the U.S.-China trade talks. Nvidia (NVDA) is rallying as investors look ahead to its May 28th report. Kevin Hincks demonstrates an example options trade using a call diagonal strategy. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not sui...

Landon Swan with LikeFolio remains bullish heading into On Holding's (ONON) earnings on Tuesday. He notes the company has a seventeenth of Nike's (NKE) market share but has dominant growth potential. Landon notes On Holding's "very strong" guidance and Likefolio's metrics supporting his bullish thesis. ======== Schwab Network ======== Empowering every investor and trader,...

Archer Aviation (ACHR) reports earnings after the bell, which John Jannarone expects to be "speculative" due to its long path to profitability. The biggest concern on John's radar is FAA certification that keeps getting "kicked further and further out." Michael Boyd notes Archer's "exciting concept" but worries about the company's outlook. As Michael says,...

Ben Emons examines the semiconductor sector as the market reacts to U.S./China tariff de-escalation. He says semiconductor issues are what the market reacted to the most around tariffs, and discusses Bessent’s comments around “strategic decoupling” for those supply chains. Despite the market rally, he says there could still be catalysts that “derail” the enthusiasm. On the other hand, he thinks th...

Prosper Trading Academy's Mike Shorr says the U.S. and China tariff pause was "too easy." He's watching for a potential stock pullback on any negative headlines following the announcement. For today's Big 3, Mike explains why investors should keep an eye on Qualcomm (QCOM), Cognizant Technology (CTSH), and Flex Ltd. (FLEX) on evolving tariff headlines. Rick Ducat supports Mik...

Bill Fitzpatrick says there’s an optimism around tariffs that “isn’t fair” yet. Companies passing on costs to consumers is a “weight on the global economy” that investors must prepare for, he argues. He doesn’t expect the U.S. economy to be able to grow above 2%, which he says is an issue. He also thinks the Fed doesn’t have much room to help, weighing on companies. He’s looking for quality in tec...

The 90-day tariff pause between the U.S. and China gave stocks momentum to rally across the global. That includes Chinese e-commerce giants Alibaba (BABA) and JD.com (JD), the latter of which reports earnings tomorrow morning. Caroline Woods discusses what it means for both companies' global outlook, along with other stocks closely tied to China like Nike (NKE) and Lululemon (LULU). ======== S...

Martin Leinweber believes there's room for crypto assets to run higher, signaled by Ethereum's rally today. The cryptocurrency's climb higher is what Martin calls a bullish indicator for the alt coin market. He believes Bitcoin's bullish trends are "already a little old" after its surging price action in recent years but still considers it the crypto trade's "anc...

David Swartz of Morningstar covers Nike (NKE), which has a 5-star rating and $112 fair value estimate. David argues that Nike has been “very undervalued,” but isn’t sure the rally will hold after its earnings report, where it is expected to report low numbers. He’s looking out to 2026 for a “real turnaround” in its numbers. Tom White shows example options trades on Nike (NKE) and On Holding (ONON)...

Apple (AAPL) plans to raise prices on its iPhone lineup this fall, and tariffs aren't behind the decision. Diane King Hall talks about the feature and design choices behind the expected price movement. Coinbase (COIN) got an upgrade from Compass Point to neutral from sell as it sees big potential for alt coins. Retailers are moving higher with the rest of the market off the U.S. and China tari...

News of the U.S. and China tariff pause sent markets soaring at the opening bell. Kevin Green notes what could be a "final" resistance level the SPX tests before a clearer path to all-time highs reopens. He says markets will want to hold current levels for a week or two for bullish optimism to solidify. Kevin later turns to technicals to watch in soybeans and crude oil. ======== Schwab N...

Mike Block reacts to the latest tariff news and discusses where the market can go from here. “How quickly will companies have the confidence…to put money in their business” right now? He wonders, adding that President Trump has a “recency bias” that means he could flip on a dime. He’s interested in industrials and agriculture right now, including Deere (DE) and Illinois Tool Works (ITW). He also l...

It's "Scott Bessent to the rescue," says Kevin Hincks. He reports on the 90-day tariff pause between the U.S. and China from the Cboe Global Markets. All baseline tariffs will be lowered to 10%, with U.S. keeping a 20% fentanyl-related charge on China. Kevin says a lot of investors didn't expect to see the "best case scenario" in tariff talks over the weekend and now ha...