Schwab Network

Larry Tentarelli expects a “big reaction in either direction” after the CPI report tomorrow. He thinks the Fed “probably should not cut” in September, citing inflation trending higher. Larry thinks Nvidia (NVDA) can go “much higher” from here, and definitely past $200/share, calling it the “core AI player” and a “very strong chart in a very strong sector.” He likes GE Aerospace (GE), a “market lea...

Private tech companies going public have accelerated in recent months, seen in debuts like CoreWeave (CRWV) and Circle (CRCL). Christian Munafo talks about what's driving the pace in demand for tech IPOs and why larger companies like SpaceX and Databricks are taking their time. He adds that mega caps like Alphabet (GOOGL) and Microsoft (MSFT) are continually searching for innovation, and Chris...

Markets started the week lower after major indices rallied last week. Nvidia (NVDA) and AMD Inc. (AMD) saw slight losses following reports stating the U.S. government will take 15% of both companies' Chinese chip revenue. However, lithium companies like Albemarle (ALB) rallied after a Chinese competitor was forced to close one of its lithium mines. Bitcoin also jumped higher, propelling crypto...

CFRA's Aniket Ullal breaks down how the "Big, Beautiful Bill" is impacting the ETF space. He highlights telecom ETFs like iShares' IYZ as a sector-specific winner, thanks to tax incentives, which benefit companies like AT&T (T), T-Mobile (TMUS), and Verizon (VZ). Ullal also sees defense ETFs, like Invesco's PPA, outperforming, driven by increased defense spending, while h...

Monday.com (MNDY) investors got a big case of Monday blues after the stock plunged 30% on the back of an earnings beat and guidance raise. George Tsilis takes a closer look into what went wrong for the cloud-based software platform, which he attributes to Monday.com's guidance. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minu...

"The markets have become somewhat numb" to tariff headlines, says Charles Schwab's Collin Martin on the Trump administration signing off on another 90-day China tariff pause. While it adds uncertainty, Collin explains that it also aids with the inflation picture. Joe Mazzola sticks with the international discussion and says Nvidia (NVDA) and AMD Inc. (AMD) "did what they had to...

The SPX initially traded above 6,400 intraday before reversing to the downside. Kevin Green shows how the 5-minute candles paint a clearer picture into Monday's price action. Bears may be clawing into the index to derisk ahead of Tuesday's CPI print. Additionally, Kevin points out a VIX up, SPX down scenario that would trend bearish if it happens again Tuesday. ======== Schwab Network ====...

Nigam Arora returns to Market on Close to discuss some of the biggest tech moves he's watching in the market. He's impressed with Microsoft (MSFT) continuing to beat "very high" expectations in Azure cloud and Copilot. On Palantir (PLTR), Nigam outlines the company's path to reaching $1 trillion in market cap. While he sees the current price-to-sales ratio as unsustainable, h...

Uneasiness in the market is “belied” by the strength in 2Q earnings, argues Brian Mulberry. “It’s coming down to the haves and the have-nots” in this rate environment, he continues. “Volatility is the name of the game” in the second half of 2025 as economic data and earnings diverge, but he expects things to get “materially better” in 2026 after Fed rate cuts. He thinks earnings growth will accele...

Hilary Kramer offers a wide array of stocks she believes will continue to outperform over the coming months. In the A.I. space, she labels Oklo Inc. (OKLO) as a key player in the nuclear buildout of A.I. infrastructure. Additionally, Hilary sees Palantir (PLTR) hitting $200 due to the demand for data across industries. On mid-caps, she considers Shopify (SHOP) a "mini-Amazon" (AMZN) and...

Ivana Delevska says there was a time you could group the Mag 7 together, but that's no longer the case. The "bifurcation" of stories is something she believes is important all investors pay attention to. She makes the case that power generation and A.I. infrastructure companies will support Mag 7 growth. Austin Lyons sees Microsoft (MSFT) and Amazon (AMZN) leading the cloud space, wh...

John Freeman says the 15% revenue pull from Nvidia (NVDA) and AMD Inc. (AMD) Chinese chip revenue is still better than the alternative of not making profits at all. That said, he still believes both companies should be allowed to see all their products without having part of their revenue pulled. He talks about how it can shape both companies' outlook. Elsewhere in the tech space, he likes TSM...

Marley Kayden says Oklo Inc. (OKLO) has plenty of promise, though its lack of revenue and continuing burn rate make it a volatile play on the A.I. race. She considers President's Trump's executive order on nuclear power a plus for Oklo and related companies, especially with an energy deficit in the U.S. Marley believes it just needs a path to profitability before it can deliver on long-ter...

Likefolio’s Landon Swan calls On Cloud (ONON) shoes “the choice” for basically every category: “the only one they didn’t dominate was casual wear.” He compares ONON to other athleisure companies, noting that it is “pulling away” from Deckers’ (DECK) Hoka. Nike (NKE) is dead last. “Overall, consumers love this product…I like this trade here.” ======== Schwab Network ======== Empowering every invest...

CFRA's Ken Leon believes Walt Disney (DIS) is "moving on its front foot" in streaming. He says the company is now utilizing all arms of entertainment, adding that a "reenergized" ESPN will give Disney shares more room to run. Gerald Sparrow adds that Disney's other businesses, like parks and cruises, adds a value cushion to the stock. Newly-merged Paramount Skydance (PS...

Jason Brown is joining the chorus of market pundits telling investors not to count Apple (AAPL) out. He says "it's a matter of when" the company capitalizes on A.I., as he expects developments to thrust the stock higher. He notes Amazon (AMZN) and Tesla (TSLA) as stocks he expects to rebound from recent earnings sell-offs. Jason also offers example options trades while Kevin Green gi...

Thomas Martin expects that in 3Q and 4Q we will have enough information to understand the impact of tariffs on inflation. He’s also looking for clarity on the monetization of AI even by big tech companies like Alphabet (GOOGL) or Amazon (AMZN). He sees “hard decisions” ahead for Apple (AAPL), both because it is behind on AI and because it needs a phone refresh, he argues. Besides tech, he also lik...

Lauren Saidel-Baker previews this week’s economic data and expects consumer inflation to pick up in the near-term. She emphasizes that this inflation does not come from tariffs, but from other economic factors – tariff impacts won’t hit for 9-18 months in her estimation. She sees “1, maybe 2” rate cuts this year but doesn’t expect them to hit 75 basis points. On the jobs reports, she notes that la...

Kaan Terzioglu, CEO of Veon (VEON), a telecom company, breaks down their latest earnings. “Our growth is remarkable when it comes to digital services,” he says. “Our strategy of being a digital operator works,” Kaan adds, particularly for frontier communities worldwide that are still underserved by telecom. He discusses their work internationally, highlighting moves into “healthcare and education”...

Adobe (ADBE) got a downgrade from Melius Research, with the firm citing A.I. "eating software" that will dig into the company's future profits. However, as Marley Kayden notes, Bernstein cited A.I. in its recent outperform rating for Adobe. Marley talks about the A.I. contradiction analysts raised with the company and what it means for its outlook. Prosper Trading Academy's Charl...

Paul Powers was bearish on Apple (AAPL) the last time he appeared on Schwab Network. Now, he expresses a bullish tone with the Mag 7 company's renewed focus on A.I. and backing from the Trump administration. Paul adds that Apple is working to combat its "Achilles heel" by increasing efforts on smart glasses development. Tom White offers two perspectives on Apple through a pair of exa...

China continues to dominate trading headlines, this time with Chinese lithium producers halting production of the metal. As Sam Vadas notes, it still chiseled out rallies for stocks tied to lithium production. e.l.f. Beauty (ELF) rallied after Morgan Stanley upgraded the stock. Not all stocks rallied, with Sam pointing to C3 AI's (AI) 30% sell-off after showing struggles in its preliminary ear...

Sandra Swirski reacts to China tariffs jumping to 145% tomorrow and NVDA/AMD’s profit-sharing deal with the U.S. government. She says the market is “stronger than I would expect at this point” because tariffs have become “normalized.” She expects Trump to give China a “little bit of slack” on tariffs if there’s no “foot-dragging” on negotiations. Sandra compares this to the tariffs enacted on Indi...

Kevin Green notes Monday's open as strong, pointing to the SPX's 6,400 level as one he continues to watch on the session. However, brace for volatility, as Kevin points to technicals signaling the "path to least resistance" is higher. Additionally, he notes a story he argues many investors aren't watching: the soybean trade. Kevin expects notable moves that can impact U.S. ag...

Many investors were surprised to wake up Monday morning and see headlines that the Trump administration is making Nvidia (NVDA) and AMD Inc. (AMD) pay 15% of their Chinese chip revenue to the U.S. government. Jenny Horne talks about the unusual development and how it serves as a leg to the "big, beautiful bill." She later touches on Micron's (MU) guidance raise and the rally it initi...