Schwab Network

Gold futures hit yet another all-time high today. Dan Deming says the move is due to “risk aversion,” also citing bond market moves after Jerome Powell’s comments earlier today. He also looks at the U.S. dollar as it continues to trade below the 100 level, and the currencies benefitting from that weakness. Meanwhile, Dan addresses Bitcoin's steady position despite the market downturn, but he s...

Nvidia (NVDA) will have to pay $5.5 billion for licenses to export its H20 chips, while AMD Inc. (AMD) will pay $800 million. Olivier Blanchard says these companies can absorb these costs without issue if it weren't for the "snowball" of other developments these companies are managing. Olivier believes the tariff picture can be even more complicated if China is more "patient&quo...

Kristy Akullian of Blackrock says there are “tactical opportunities around the edges” of the market, but advises most investors to stick to their long-term plans. She likes minimal volatility strategies right now, naming some particular opportunities she sees. She also points to software, which will be less affected by tariffs than hardware, and Latin American markets. ======== Schwab Network ====...

Jerry Sneed believes the Trump administration's tariff negotiations are bullish long-term for the U.S. Once there's more tariff clarity after negotiations, Jerry sees a market rally that will launch like a "coiled spring." That bullish position comes despite the potential of negotiations continuing into the summer. Jerry still sees potential in the Mag 7, pointing to Amazon (AMZN...

James Walker is the CEO of Nano Nuclear Energy (NNE), which launched as an IPO last May. James discusses how his company evolved over the years and how nuclear energy can adapt with business demand. "It's a new industry for everybody," says James, as he believes more people will rely on nuclear power as it becomes more adaptable as a renewable energy source. ======== Schwab Network =...

Tony Drake looks at the overall market. Working mainly with retirees, he says “proactive portfolio management” is important, looking for high dividends and tax-efficient strategies. They need to “balance stability and growth,” he continues. He also likes domestic-focused sectors, and potentially long-term, the tech sector. ======== Schwab Network ======== Empowering every investor and trader, ever...

David Harden sees buying opportunities in the tech sector, saying to examine where the sources of revenue come from. In other names, he’s more interested in taking gains. “Managing risk needs to become a staple” in how people view money, he emphasizes: investors have to set themselves up before the plunge, not try to react to it in real time. ======== Schwab Network ======== Empowering every inves...

"Good news doesn't matter" while "bad news is terrible news" for A.I. investors, according to Doug Clinton. Export restrictions on Nvidia (NVDA) and AMD Inc. (AMD) pinned pressure on the A.I. trade today, but Doug points to TSMC's (TSM) "monopoly" at a forward P/E of 16x as a viable investment ahead. Cory Johnson notes Nvidia's Blackwell production beginni...

Likefolio’s Landon Swan looks at Airbnb (ABNB), emphasizing that it is a growth company, unlike more well-established hotel companies, and so the dip in the stock might not be a great opportunity to buy if it can’t continue to show that growth. He notes that while ABNB is doing better than Expedia (EXPE) or Booking (BKNG) for monthly visits, but is underperforming hotels. Monthly Active Users have...

C3 AI (AI) has fallen more than 55% off last year's high. While George Tsilis notes C3 AI has room to turn its stock price direction back around, he believes investors are looking for the "best of breed" industry plays to lead in market volatility. George turns to Palantir (PLTR) as a company similar to C3 AI that obtained success and shows how it can initiate that turnaround. ======...

Justin Goldstein highlights companies navigating the economic uncertainty with well-placed communication, including Ford (F) and Walmart (WMT). He says these companies are staying “true to their vision.” From the PR perspective, he discusses how companies should message during these uncertain times. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe...

As Nvidia (NVDA) shares reel from news of its $5.5B charge related to selling A.I. chips abroad, Kevin Hincks examines the semiconductor giant and composes an example options strategy. Then, he looks at Google's parent company, Alphabet (GOOGL), and takes its earnings event into account for an example call diagonal trade. ======== Schwab Network ======== Empowering every investor and trader, e...

Sandra Cho and Dann Ryan give their takeaways on insurance earnings. Sandra notes a profit decline, citing weather events like wildfires, but thinks Progressive (PGR) and Travelers (TRV) are well-positioned. Dann notes that Travelers has increased its dividend for “20 years in a row,” and had a strong earnings beat this quarter, while Progressive’s was mixed. “It’s an industry that competes entire...

"Markets are getting more efficient, not less efficient," says David Trainer. He believes investors are starting to recognize "real value" in the stock market and turning to names he believes will withstand tariff volatility. "People got to eat," says David, pointing to Kroger (KR) as a company all consumers will rely on. He sees Allstate (ALL) reaching $250 by the en...

TheoTrade's Don Kaufman returns to the Big 3 and offers two bearish example options trades in the iShares Bitcoin ETF (IBIT) and Walmart (WMT). However, he offers a bullish trade in Temu's parent company, PDD Holdings (PDD). Don expects the stock to rally on any positive news surrounding China tariffs. Rick Ducat analyzes the technical trends he sees in the chart. ======== Schwab Network =...

Dale Smothers says recent volatility has created buying opportunities, and urges investors not to let fears of a potential recession “put you on the wrong side of this generational wealth transfer.” He doesn’t see a recession on the table unless no deal with China is made in the next “90 to 180 days.” His picks include NVDA, RCL, MGM, AAPL, and others. ======== Schwab Network ======== Empowering e...

John Kosar discusses the “Asbury 6” as it turns bearish. The Asbury 6 is a measurement of various market metrics, including S&P 500 rate of change, volatility, trading volume, and market breadth. 5 out of the 6 are negative right now, with the S&P 500 rate of change the only one in the green. Most of the metrics have changed over during April. He discusses how the Asbury 6 can show the “qu...

TSMC (TSM) reports earnings before Thursday's opening bell. The chipmaker faces pressure on tariffs and export restrictions, paired with ASML Holding's (ASML) earnings miss that showed pessimism in A.I. outlook. Caroline Woods offers a wide perspective around TSMC heading into the report. Prosper Trading Academy's Scott Bauer believes TSMC can hit $200 easily if it weren't for the...

Breaking news hits Morning Trade Live as AMD Inc. (AMD) reports it will lose $800 million over U.S. export restrictions. Diane King Hall makes the comparison to Nvidia (NVDA) facing similar issues, and the concern that DeepSeek's disruption still lingers over the A.I. trade. United Airlines (UAL) lifted off with better-than-expected earnings and what Diane calls its "best of times, worst...

CFRA's Cathy Seifert says investors will have to pick and choose winners in the insurance space. She points to Progressive (PGR) as a company whose growth story remains intact after earnings. As for Travelers Companies (TRV), she sees its top-line growth slowing. Tom White turns to example options trades in Travelers and Berkshire Hathaway (BRK/B). ======== Schwab Network ======== Empowering e...

Katie Stockton urges investors to stay nimble amid current market volatility. She believes we're currently in a bear cycle that will continue to bolster violent rallies that lead to further selling. She won't be surprised is the SPX breaks below 4,835, which was last week's low. She blames Mega Caps losing momentum for the index breakdown. ======== Schwab Network ======== Empowering ev...

Alex Coffey tells investors to watch for dip-buying activity in A.I. names, especially Nvidia (NVDA) as it faces macro pressures. He talks about his "traffic light" approach to the SPX and levels to watch today. As for gold, Alex labels its new all-time high as a sign volatility is here to stay. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subs...

Nvidia (NVDA) disclosed a $5.5 billion quarterly charge as the U.S. limits H20 A.I. chip exports over what it calls national security risks. Kevin Hincks reports from the Cboe Global Markets to discuss the weight it, and ASML Holding's (ASML) earnings miss, have on the Nasdaq-100 (NDX). However, Kevin notes a positive sign in the recent retail sales report. Fed Chair Jerome Powell also speaks...

The A.I. trade not only took a hit from Nvidia (NVDA), but also ASML Holding (ASML). The Netherlands-based company disappointed in its earnings and blamed President Trump for tariff uncertainty affecting guidance. Jenny Horne talks about the miss's lasting impacts on the A.I. chip supply. Tesla (TSLA) also took a premarket hit with plans to suspend Cybercab part shipments from China. ========...

Nvidia (NVDA) is caught in the crossfire of an ongoing trade war between the U.S. and China. Rick Ducat examines the technical levels of resistance and support on its chart. Then, Tom White highlights an example options strategy by selling a cash-secured put with a neutral-to-bullish stance. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve ri...