Schwab Network

"It feels like we're starting to move toward more positive announcements" when it comes to tariffs, says David Doyle. However, with inflation and employment data still on investors' minds, David also explains stagflation risk remains elevated. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https...

Andy Swan with LikeFolio is "very bullish" on Apple (AAPL) long-term. While Andy expects tariff volatility to rock the stock for now, he says Apple's hardware ecosystem is so ingrained in our daily lives that it's impossible to escape. He argues the Big Tech giant needs to find more consumer-friendly ways to use A.I. and create an innovation roadmap. ======== Schwab Network =====...

Korrine Wolfmeyer of Piper Sandler reviews its latest teen survey. She notes that spending was up year-over-year, with strength in beauty. “They’re staying fairly confident” about the economy, she adds. She argues that social media, particularly influencers, are key for beauty brands. E.L.F. Beauty (ELF) was the top cosmetics pick, with 35%, and does particularly well at that strategy. ======== Sc...

Ryan Detrick and Scott Ladner provide their tariff takeaways. They both emphasize continuing uncertainty, that is spreading outwards as companies decline to provide earnings guidance. Ryan looks at historical market moves to provide investors some hope, especially comparing “up volume” pushes dating back to the 80s. Scott talks about the “weariness” of markets waiting for clarity. ======== Schwab...

Mike Horwath advises investors to have “patience” during the uncertainty, saying it’s dangerous to jump in during cloudiness. He is “concerned” that the Fed will get backed into a corner and be forced to choose between their dual mandates. That means he’s worried about inflation potentially “reigniting,” which would force the Fed not to cut rates. He discusses where he sees opportunities in the ma...

"You have to be positive" on the Trump administration's decision to dial back tech tariffs, according to Angelo Zino. Even if the exemptions are temporary, Angelo says it offers Apple (AAPL) a buffer to adjust its manufacturing to limit China tariff impacts. He adds that the Big Tech company needs to emphasize its Apple Intelligence and services platforms to gain ground against compe...

Prosper Trading Academy's Charles Moon holds a bullish view on tech and crypto. He expects Apple (AAPL) to rally if it passes $210, Coinbase (COIN) to have limited technical obstruction, and Nvidia (NVDA) to rebound as the "pied piper" of A.I. Rick Ducat turns to the technical trends he sees in the charts. ======== Schwab Network ======== Empowering every investor and trader, every m...

As Pres. Trump pulls back on his tariff policy, Apple (AAPL) is among the early stocks to pop higher. Meanwhile, Meta Platforms (META) faces antitrust headwinds as the FTC begins its trial with WhatsApp and Instagram's ownership on the line. Kevin looks at a pair of call diagonal example trades in both big tech stocks. ======== Schwab Network ======== Empowering every investor and trader, ever...

A potentially weeks-long trial begins for Meta Platforms (META) to keep its Instagram and WhatsApp platforms. The FTC seeks to divest the platforms from Meta after accusing the company of using them to maintain its dominant position. A linchpin to CEO Mark Zuckerberg's argument is TikTok and how it takes much of Meta's targeted user base. Joel Hawthorne thinks Meta can return as a leader i...

Steven McClurg is a bull on crypto under President Trump, which he considers a "pro-crypto" administration. He believes Bitcoin can climb to $120,000 before the end of the year but expects other cryptocurrencies and ETFs to double. Steven talks about his firm's own process to get approval on a new crypto ETF and how his work on Spot Bitcoin ETFs aided the process. ======== Schwab Net...

Banks have proven to hold their own in earnings season so far, according to Stephen Biggar. He expects to see the same from Bank of America (BAC) but expects any weakness to come from its credit cards and costs. The financial sector may offer buying opportunities for investors depending on whether they're looking at regional or big banks. George Tsilis later joins and offers a neutral example...

When it comes to recent price action, Jim Bianco points to bonds as the driving force. He looks at the correlation between stocks and bonds to explain why these market moves occurred. He doesn't expect the broader indices to perform as exceptionally as they did in the past and urges investors to watch for individual stocks and sector themes. ======== Schwab Network ======== Empowering every in...

Jonathan Corpina says there's a renewed sense of optimism after the White House pulled back on tech tariffs over the weekend. However, he believes "headlines will dictate this market" until tariff talks are over. Despite the uncertainty, he expects markets to eventually rebound. "Take a step back" and look at the history of the SPX, says Jonathan, telling investors "th...

Kevin Hincks reports form the Cboe Global Markets and turns to the holiday-shortened week ahead. "A lot has to get done" during this time, according to Kevin. He points to the positive premarket reaction to the tech tariff pullback as a hopeful sign bulls can return. There's still a sense of uncertainty around Wall Street, though Kevin expects economic data around inflation to paint...

Dan Ives offers cautious optimism after the Trump administration dialed back tariffs surrounding semiconductors and other technology. Jenny Horne notes the market pullback bringing tech valuations to more reasonable levels but agrees with Ives' cautious approach due to a continued lack of clarity from the White House. Apple (AAPL) rallied as the biggest premarket winner and got an upgrade from...

Keybanc upgraded Apple (AAPL) to Sector Weight from Underweight. Rick Ducat takes a look at the volatile trading impacting the tech sector thus far in 2025. For AAPL, he points to current trendlines that point downwards but says the 90-day tariff pause could give the stock some upside relief. Then, Rick examines an example options trade utilizing a call butterfly strategy for the iPhone maker. ===...

Brian Jacobsen takes a different perspective on recent market uncertainty saying its pricing in the fear of a recession rather than a recession itself. He says President Trump's 90-day pause was a sigh of relief for the markets, especially big tech. Looking ahead, he will be watching how tariffs impact inflation levels. ======== Schwab Network ======== Empowering every investor and trader, eve...

Sheraz Mian (@ZacksInvestmentNews) says 1Q earnings season is less about 1Q and more about the tariffs impact reflected in company's upcoming guidance updates. In some respects, he sees similarities to the peak COVID pandemic and how that affected companies' abilities to provide guidance. Sheraz discusses the first round of bank earnings and the state of the U.S. consumer. ======== Schwab...

Rachel Dashiell breaks down the chart on Microsoft (MSFT). Despite a rough start to 2025, she says the stock's longer-term chart shows a potential entry point for investors. Rachel highlights a crucial support level around $250, and a recent bullish engulfing candlestick pattern at that level. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

Jenny Horne breaks down the latest tariff exemptions, including smartphones, computers, and other tech devices, and what it means for stocks like Apple (AAPL) and Nvidia (NVDA). However, Jenny points to the existing back-and-forth volatility witnessed thus far, citing ongoing trade tensions and supply chain concerns that could still impact the sector. ======== Schwab Network ======== Empowering ev...

Diane King Hall kicks off the week with a brief recap on the latest tariff headlines impacting tech companies, including Apple (AAPL). Goldman Sachs (GS) posted an earnings beat. And, Pfizer (PFE) stops development of a daily weight-loss pill after side effects arise in its trial. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minut...

IBM, or International Business Machines (IBM), is a legacy tech company with big roots in cloud and bigger growth prospects in its A.I. business. George Tsilis looks at the company's comprehensive business model, as well as its burgeoning growth in its quantum computing division. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Mi...

One of the most turbulent weeks on Wall Street ended with a rally in equities and a rebound across the technology sector. However, the trade war mounted between the U.S. and China as both countries tack on tariffs against each other's products. Apple (AAPL) was caught in the crossfire as it adjusts how it handles iPhone production. JPMorgan Chase (JPM) CEO Jamie Dimon set the tone for earnings...

Gené Teare discusses venture investment, with CrunchBase writing that 1Q25 hit a record in the sector. She breaks down the report, and notes that the news that Klarna and other highly-anticipated IPOs are delaying their roadshows is bad for the sector. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwab...

Huntington Ingalls (HII) rallied to end the trading week after catching a double upgrade from Goldman Sachs. George Tsilis turns to the report and highlights what's drawing analyst optimism for the 139-year-old shipbuilder. Part of the reason he believes investors should watch the stock: resiliency to tariffs. ======== Schwab Network ======== Empowering every investor and trader, every market...