Schwab Network

Tom White looks at premarket selling pressures following the announcement of Pres. Trump's tariff policy. Among some of the hardest hit stocks, Apple (AAPL) and Lululemon (LULU). For full tariff reaction and stock market news, stay tuned to Schwab Network. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https:...

Markets rallied during the session but plunged after hours as President Trump began to outline his tariff plans on foreign countries. They include a 20% import tariff on the European Union and 34% on China. Tesla (TSLA) led the trading session as a leader despite posting vehicle deliveries that slipped 13% year-over-year. Amazon (AMZN) caught a bid as it aims to take U.S. ownership of TikTok. Caro...

Bulls are building momentum and OJ Renick is arguing the optimistic outlook once again — at least on the notion of tariff-driven volatility. As a bonus for coiners, he sees the $BTC chart finally acting "fast-twitch." ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Dow...

President Donald Trump took the podium after hours to go over parts of his tariff agenda. George Tsilis joins for the breaking news, which includes 25% auto tariffs to go in effect at midnight. He talks about the postmarket pop and why investors may be eager to "sell the rumor, buy the dip." ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscrib...

A lack of clarity from tariff policy will equate to chaos in the markets, says Charles Schwab's Jeffrey Kleintop. He notes the recent rallies as signs of hope for narrowing uncertainty in response to today's tariff deadline. Jeffrey adds that retaliation from other countries will lead to some red arrows but doesn't anticipate that happening until next week. ======== Schwab Network ====...

“You’ve got a foundation under gold,” says Dan Deming as the metal hits yet another new all-time high. “Silver’s holding in there…there’s too many other uncertainties surrounding bitcoin.” The newness of bitcoin’s store-of-value model hurts it in comparison to gold, he argues, which has hundreds of years of history. ======== Schwab Network ======== Empowering every investor and trader, every marke...

The SPX muscled gains heading into the close ahead of the Trump administration's tariff announcements. Kevin Green sees strength in today's price action but warns of sticky volatility heading into Thursday. Keep an eye on futures this evening into tomorrow morning. Kevin says retaliatory tariffs from other countries could shift trading sentiment back to the downside. ======== Schwab Networ...

Lindsey Bell sees opportunity within growth stocks and discusses the Mag 7’s recent decline. She notes that while tech is taking a lot of blame for the market sell-off, all sectors are struggling during slowing economic growth. She talks about whether American dominance can continue during this trade war. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subs...

Eric Beyrich says, “this is the time of year we actually thrive” as he looks at a low-bid, high-yield strategy. He compares the ratio of value to growth in the market and says there’s a “long way to go” to get back to equilibrium after tech’s massive run. He expects the S&P 500 to have a bad year, but most stocks to have an up year. His picks include ADT, DOW, PFE, AMCR, and BERY. ======== Sch...

Bob Doll looks at the macro picture ahead of tariff announcements this evening. He’s focusing on companies with rising free cash flow and good return on equity. However, he’s not totally staying out of high-beta stocks, making his portfolio more “neutral.” His favorite sector is financials, and he expects a market correction still to come. ======== Schwab Network ======== Empowering every investor...

SmartStop Self Storage’s CEO, H. Michael Schwartz, discusses why now was the time to IPO. He discusses the difference between American and Canadian markets, with Canadians moving less than Americans – which he says makes the business stronger. He talks about their storage offerings and how they’re bringing automation to the process post-Covid, as well as how they manage demand. ======== Schwab Net...

John Belton expects the tech trade to rebound from current lows and sees A.I. pockets weathering a tariff storm. His data points to "overwhelmingly positive" A.I. sentiment that shows more need for data centers and A.I. infrastructure. Software names like Microsoft (MSFT), Oracle (ORCL) and OpenAI are among the companies he believes are poised to profit. ======== Schwab Network ========...

CFRA's Angelo Zino urges investors not to count Apple Intelligence out. He says international demand for Apple's (AAPL) A.I. service remains top of mind with plenty of room for improvement in the iPhone 17 cycle. Dave Nicholson believes investors are "missing the boat" by not having Apple in their portfolios. It's reach into everything, including financial services, is why Da...

Max Rakhlenko previews RH (RH) earnings after the bell. He expects a small topline beat in the quarter, but thinks there are questions around guidance. He notes that they are moving their supply chains out of China and Mexico but there could still potentially be a tariff impact. “The setup into the print is quite good,” he concludes. ======== Schwab Network ======== Empowering every investor and t...

Tesla (TSLA) was down more than 4% this morning after its first quarter deliveries came in vastly under expectations. Around lunch time, the stock soared 5% off news of CEO Elon Musk stepping back from his DOGE role. Caroline Woods takes a closer look into the ping pong action Tesla has seen on the trading day. ======== Schwab Network ======== Empowering every investor and trader, every market day...

Kevin Hincks poses the question: what if Nvidia (NVDA) has a story similar to Palantir (PLTR)? He talks about how the company can capitalize on upside potential with its "next generation" of tech. Kevin Green points to resistance damming that potential, notably at $112. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...

Megan Brantley from Likefolio charts their consumer sentiment data on RH (RH) ahead of earnings. She thinks investor sentiment is turning sour, but says demand seems to be up on a year-over-year basis. The high-end customer may be more insulated from the inflation and tariff price pressures most American consumers are feeling. ======== Schwab Network ======== Empowering every investor and trader,...

Michael Landsberg expects “pretty good” earnings in the quarter but expects bearish-leaning outlooks. “We have not been buying the dips,” he emphasizes, looking instead for what has been consistently working. Michael's picks include Exxon Mobil (XOM), Chubb (CB), and NextEra Energy (NEE). He also likes Axon Enterprise (AXON). ======== Schwab Network ======== Empowering every investor and trade...

Market volatility has gripped trading action heading into today's expected announcement on reciprocal tariffs. Theotrade's Don Kaufman still believes there's more upside for the VIX despite the rally it already had. Don also explains his bearish options trades in Costco (COST) and Meta Platforms (META). Kevin Green turns to the technical trends in the charts. ======== Schwab Network ==...

Ron Westfall says Amazon (AMZN) will be the Mag 7 company that will suffer the most under tariffs. He points to the China trade as fundamental for its ecommerce business, which will be dialed back in a tariff-led environment. Chris McMahon doesn't agree with the risk to growth prospects. He considers AWS Amazon's most important business for its outlook. ======== Schwab Network ======== Emp...

Manos Koukoumidis, co-founder of Oumi, a “fully open source” AI modeling company. It was launched 8 weeks ago by ex-Google and Apple engineers. He discusses how critical accessibility is for the AI industry, both for creators and consumers. He argues that open source and transparency is the future, calling it “the most reasonable thing we can do” for scientists and others. He gives Oumi use cases,...

With investors searching for direction ahead of Pres. Trump's tariffs policy taking shape, Kevin Hincks examines 2 mega-cap tech names: Meta Platforms (META) and Apple (AAPL). Using a call diagonal example format, Kevin walks through options trading in both members of the Mag 7. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and a...

Today's Chart Master focuses on three key suppliers in their respective industries. Jenny Horne turns to Walmart (WMT) seeking assistance from Chinese suppliers, Barclays adjusting its J.B. Hunt (JBHT) price target, and TSMC's (TSM) $100 billion "intention" to invest into the U.S. Kevin Green offers a look into the technical trends he sees in the charts. ======== Schwab Network =...

Mike Sanders looks at the bond market, expecting three rate cuts this year. “If the market was really pricing in a recession,” credit spreads would be much wider, he says. For opportunities in corporate bonds, he thinks you “really have to do your work” researching particular companies. He likes high-quality and intermediate bonds with credit spreads tight. ======== Schwab Network ======== Empower...

Macquarie initiated coverage on Snowflake (SNOW) with a neutral rating and $160 price target, not much higher than where the stock currently trades. As Caroline Woods points out, the firm balances market expansion opportunities with rising competition from new names like Databricks. Prosper Trading Academy's Scott Bauer turns to an example options trade using Snowflake. ======== Schwab Network...