Schwab Network

While tariffs will take over today's market commentary, Diane King Hall turns to stock movers investors may have missed. On United Airlines (UAL), she talks about the concerns Raymond James has for the company after it issued a downgrade. Broadcom (AVGO) got an upgrade from Daiwa as the firm sees four catalysts in the chipmaker. Goldman Sachs adjusted its price targets for payment companies li...

Tariff commentary from the White House will be key in today's price action, says Kevin Green. He highlights the scenarios where markets can rally or break down. VIX will also come into play pending on the verbiage the Trump administration takes with tariff commentary. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslet...

Seth Basham believes high-end furniture brand RH (RH) is undervalued. He notes risk in the company's "completely quiet" approach to some of its recent financials but still holds a price target suggesting significant upside. Tom White later offers example options trades in RH and Home Depot (HD). ======== Schwab Network ======== Empowering every investor and trader, every market day....

Edison Byzyka thinks there’s been “too much premature pricing” on tariffs. He points out the “uniformity” of market downside and thinks the market could see a bump if the tariff announcements are lighter than feared. He’s not worried the economic cycle will slow: he thinks it should be slowing now just due to natural market timing. He calls it a “stock picker’s environment” for the next 1-2 years....

ADP employment data showed stronger than expected job numbers that didn't do much to reverse negative market sentiment into today's trading session. Kevin Hincks reports from the Cboe Global Markets and says the Trump administration "needs to put a number" on expected tariffs. Any certainty is something Kevin believes will reverse "overwhelmingly bearish" market sentime...

Breaking news hit Morning Trade Live as Tesla (TSLA) reported a 13% year-over-year drop in deliveries for first quarter. Jenny Horne notes the selling action surrounding the print. She talks about what's driving the downtrend and how Tesla can drive its energy business forward. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minu...

David Giroux talks about recent fund launches, including a Capital Appreciation Premium Income ETF (TCAL) and the Priced Hedged Equity ETF (THEQ). He talks about the value proposition of the funds, with TCAL aiming for a high-single digit return with “half the market’s risk.” He talks about the number of holdings in the fund and why their strategy might interest investors. ======== Schwab Network...

Broadcom (AVGO) has enjoyed a 300% rally over the last 3-years, but year-to-date it has slid alongside the overall tech sector weakness. Tom White looks at the recent RSI pullback in AVGO indicating a possible "oversold" level. Then, Tom compiles an example options strategy using a bullish call strategy. ======== Schwab Network ======== Empowering every investor and trader, every market...

With a 25% tariff looming on imported vehicles, David Williams believes these are "temporarily strategic moves" to try and make a deal. David believes the Trump administration is strategically positioning the U.S. economy for a return to greater manufacturing prowess, looking particularly at the automakers like Ford (F). ======== Schwab Network ======== Empowering every investor and trad...

Joe Brusuelas says "when everything is an ongoing negotiation" there's uncertainty about how tariffs will be digested domestically and abroad. He points to Alcoa (AA) as one company that could suffer because of the potential hit to the steel industry. Joe believes the U.S. will start with a 20% universal tariff, or potentially a tiered level based on trade. Joe believes Mexico and th...

JPMorgan Chase (JPM) starts the trading day with a price target cut at BofA. The big bank has earnings coming up on April 11, so Ben Watson targets some technical patterns and levels to watch ahead of the report. In terms of long-term momentum, he points to the RSI study in a recent downtrend. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the...

Kevin Green admits "nobody really knows" what to expect with today's highly anticipated tariffs announcement. From auto parts to lumber to copper, KG walks through various corners of the economy that could face higher prices and pressures. Meanwhile, payment stocks like MasterCard (MA) and Visa (V) are among Goldman Sachs' defensive names amid market uncertainty. For the S&P 500 (SPX), Kevin h...

Broadcom (AVGO) gets an upgrade to a Buy rating at Daiwa. Nvidia (NVDA) shares touched 6-month lows. And, Snowflake (SNOW) is listed among one firm's top A.I. picks. Tom White walks through Wednesday's early movers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iO...

Stocks closed mostly higher to start the second quarter ahead of expected tariff announcements from the Trump administration. Tesla (TSLA) and Rivian (RIVN) were among the leaders despite Tesla's sales plunge in France. Jefferies downgraded three of the four biggest airline stocks on the market, creating more downside action. Johnson & Johnson (JNJ) had its worst trading day in five years...

Progress Software (PRGS) popped after Monday's postmarket earnings report that George Tsilis says signals growth. He turns to how the company uses A.I. and the bullish analyst sentiment it gathered despite still being down 20% from its all-time high. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schw...

Bonds are about one rally away from getting OJ Renick's green light as Treasuries look near-panicked about the state of the economy. $TSLA and $BTC, however, leading a two-day effort by bulls. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://app...

Collin Martin and Nathan Peterson turn to today's Charles Schwab big picture. Collin highlights the market drop after today’s economic data, which he says signal “stagflation.” They both talk about the spectrum of outcomes from tariff announcements tomorrow. Nathan thinks the upcoming earnings season could be an “excuse” for a market rally. ======== Schwab Network ======== Empowering every inv...

The SPX managed to inch higher heading into the end of the trading session. Kevin Green considers it a win for bulls but warns fundamentals need to show more signs of strength to add muscle heading into expected tariff announcements. He believes markets may have priced some news in with the VVIX showing little room for upside potential. ======== Schwab Network ======== Empowering every investor an...

Market Rebellion's Jon Najarian returns to Market On Close for an in-depth conversation on all the recent market movers. He expects the market to stomach Trump's tariffs better than others think, noting recent cooling in the VIX. However, Jon anticipates the Mag 7 to go through a rough patch as short interest soars. He then turns to the latest IPOs in CoreWeave (CRWV) and Newsmax (NMAX), the latte...

Morningstar's Preston Caldwell considers the latest JOLTS figure uneventful, citing lagging data and signs of balance through February. He sees a "healthy jobs market" heading into Friday's employment data. Michael Green doesn't agree, pointing to a layoff surge and weaker hiring numbers as warning signs. He says large employers are cutting back due to macro uncertainties. ==...

Kevin Horner’s Technical Tuesday charts cover the SPX, BJ’s Wholesale (BJ) and Walmart (WMT). He sees a possible bullish divergence in the SPX but sees resistance around the 20-day moving average. He looks at a breakout in BJ, especially highlighting the 50-day moving average as a place where traders “join in.” In WMT, he says it could be “day 1 of breaking higher” as it pushes above the 20-day mo...

Semiramis Paliou, CEO of Diana Shipping (DSX), joins to celebrate the 20th anniversary of their NYSE listing. It specializes in dry bulk transport, including ores and grains. She notes that shipping disruptions can actually be financially beneficial for companies in the sector. “We are accustomed to the volatility of the markets,” she says, discussing their capital returns to shareholders, and exp...

Mark McCaffrey, CFO of GoDaddy (GDDY), celebrates 10 years of NYSE listing and discusses the financials of the business. He talks about the spirit of entrepreneurship behind the business – “we help people dream.” GoDaddy has over 20 million customers, and Mark emphasizes the solid financial fundamentals of the business. “We’re a one-stop shop…People don’t leave us.” He also discusses how they’ve u...

Stephens initiated an overweight rating for Crowdstrike (CRWD), citing it is well-positioned in cybersecurity for the coming years. Caroline Woods turns to the analyst sentiment surrounding the stock. She shares why Stephens noted A.I., data security and cloud tailwinds, and explains why companies "can't afford" to lose Crowdstrike. ======== Schwab Network ======== Empowering every i...

David Siemer will consider Bitcoin and other cryptocurrencies risk assets until there's more security backing them. The Trump administration's digital asset reserve is what he considers a strong first step in that direction. David discusses the next steps he hopes to see and how adoption in uninvestable assets signal optimism. ======== Schwab Network ======== Empowering every investor and...