Schwab Network

CFRA's Angelo Zino points to two key issues with Intel (INTC) after earnings: pressured margins despite cost-cutting measures, and a "blurry" strategic direction. He believes the company needs to put critical emphasis on its foundry and software businesses to stop to bleeding. Matt Tuttle poses the question: "Why bother" with Intel? He sees the company being too far behind...

Stephen Kent reacts to government approval for the Paramount (PARA)/Skydance deal. “Mergers and acquisitions are back.” He thinks Paramount needs the Skydance acquisition “in order to survive.” He also expects “real investments” into its content slate for Paramount+: “they want their own Marvel.” Stephen emphasizes Paramount’s need to appeal to younger generations with its programming. He thinks t...

@ProsperTradingAcademy's Charles Moon turns to three names he sees making notable recoveries in their stock price. He talks about the "great upside" Okta Inc. (OKTA) holds, Eli Lilly's (LLY) "technical breakout," and Autodesk's (ADSK) path to reclaim its 52-week high. Rick Ducat gives investors insight into the key levels to watch in the charts.======== Schwab Network ========Empowering every inve...

Christian Magoon of Amplify looks at the ETF market and discusses the “barbell” investing approach. He highlights some popular Amplify offerings, including the blue chip-focused DIVO and international options. Another is the growth and income QDVO and Amplify also offers blockchain and crypto ETFs. He also likes silver miners right now. ======== Schwab Network ======== Empowering every investor an...

Jonathan Sakraida has a Strong Buy rating on 3M (MMM) and a Buy recommendation on Honeywell (HON). However, both are selling off after their quarterly earnings report. Jonathan sees catalysts for both names, including coming spinoffs. Alex Coffey shows example options trades on both names. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Mar...

Alex Coffey carries investors through the opening bell on the final trading day of the week, which shows relatively unchanged price action. He suggests markets are taking a pause after seeing stunning moves in recent weeks. On the options front, he talks about how volatility has become "cheap" and ways investors can take advantage. ======== Schwab Network ======== Empowering every invest...

Two and a half years ago, Carvana (CVNA) traded at $3.55. It's now trading for $330, near all-time highs. Marley Kayden talks about the recent upgrade from Oppenheimer driving gains Friday, as the firm sees meaningful growth that investors are "underappreciating." She notes the company's turnaround story that is expected to show progress in next week's earnings. Dan Deming of...

Centene (CNC) originally sold off after it posted a miss in its earnings, though shares rebounded after the opening bell. Sam Vadas explains why the company's prior financial health and current valuation are driving the reversal. Charter Communications (CHTR) didn't see a reversal in its price action, selling off over 13% on its earnings miss. Sam later notes the long-awaited merger betwee...

Stephanie Guichard of The Conference Board reacts to Durable Goods Orders, saying the report shows “caution in the business sector.” Business investment “is not going to be that great going forward, but it’s not going to be that bad either.” She also looks at 2Q CEO confidence, and notes that more are revising capex spending lower that higher for the first time in 5 years. ======== Schwab Network...

Intel (INTC) shares took a hit when investors didn't see bullish traction for the company's cost-cutting plans. Jenny Horne mentions commentary from CEO Lip-Bu Tan suggesting there could be more headwinds coming for Intel. One company making strides on Wall Street: Deckers (DECK), rallying after showing international growth in its biggest brands. ======== Schwab Network ======== Empowering...

Investors will closely watch next week's FOMC interest rate meeting even with expectations of rates staying unchanged. However, Kevin Hincks adds that there are a slew of earnings reports that will lead to substantial trading activity, which includes four Mag 7 names. If that's not enough to focus on, Kevin also notes several economic prints that will paint a clearer picture on inflation a...

Microsoft (MSFT) reports earnings alongside three other Mag 7 peers next week. The stock continues to trade near all-time highs after shares popped off the company's last report. Rick Ducat highlights key technicals investors should note in Microsoft's chart. He later offers an example options trade for the Big Tech firm. ======== Schwab Network ======== Empowering every investor and trade...

Mark Hamrick believes the U.S. economy will remain strong even as manufacturing lags. Friday's durable goods orders print showed a near-10% decline. Mark adds that Boeing's (BA) "mindboggling" backlog will be met at some point, even if the timeline slogs. On interest rates, he urges consumers to "divorce the noise" between when the White House wants and what the FOMC se...

Austin Lyons talks all things tech that are tied to Nvidia (NVDA). The chipmaker proved to be a leader in the A.I. buildout, though some investors and experts expressed skepticism that its leadership would continue. Austin believes Nvidia's leadership is far from over. He notes the company's Blackwell and Reuben chips will "push boundaries" in the years ahead. ======== Schwab Net...

Carvana's (CVNA) stunning recovery from $3.50 a couple years ago to $300 and near all-time highs is one that continues to grab investor and analyst interest. On Friday, Oppenheimer added to bullish optimism with an upgrade. Kevin Horner highlights the bearish and bullish levels investors should watch and describes the scenarios that can lead to significant moves ahead. ======== Schwab Network...

This was a busy week on Wall Street, next week will be busier, says Sam Vadas. Apple (AAPL), Amazon (AMZN), Microsoft (MSFT) and Meta Platforms (META) all report earnings ahead. Sam talks about what investors and analysts expects to see in the reports. Those earnings come on top of next Friday's deadline for trade talks as investors seek clarity on tariffs. Sam later turns to Intel's (INTC...

Stocks closed mixed on Wall Street. The SPX and NDX eked out gains and hit new all-time highs while the $DJI and RUT closed lower. Tesla (TSLA) was behind a lot of the weakness when it sold off more than 8% on the session. American Airlines (AAL) and Southwest Airlines (LUV) traded down after showing mixed earnings results. Intel (INTC) also posted earnings after hours that bolstered volatile reac...

Adam Patti looks at innovation in ETFs. “They’re inexpensive, they’re tax efficient, they’re easy to trade,” he says, but you have to “look under the hood.” He thinks there’s an ETF for everyone, whether single-stock leveraged products or a broader basket. He discusses offerings from his company, VistaShares, including an “animal spirits” ETF or a Warren Buffett ETF. ======== Schwab Network ======...

Travel + Leisure (TNL), formerly Wyndham Hotels & Resorts, reported earnings Wednesday that were much better than Wall Street expected. George Tsilis notes other aspects of the company that attracted investors, from their dividends to share buybacks. He takes a deep dive into Travel + Leisure's key businesses to highlight how the company climbed to near all-time highs. ======== Schwab Netw...

Intel (INTC) missed on EPS but posted a beat on revenue as the company seeks to regain lost ground in the A.I. race. Deckers (DECK) soared after it posted a beat and strong sales with some of its biggest brands. Marley Kayden, Alex Coffey and Jeff Pierce break down the reports and price action as it unfolded. ======== Schwab Network ======== Empowering every investor and trader, every market day....

@CharlesSchwab's Kevin Gordon says earnings so far this quarter have proven to be "solid," both in EPS and revenue. However, he'll be watching for further tariff impacts and potential growth deterioration, especially in Big Tech. He adds that the recently announced tariff agreement with Japan isn't finalized and signals a need to reach agreements with other countries. Inflati...

Rogers Healy says “we’re entering into a more normalized real estate market” despite housing prices continuing to hit highs. He expects a “huge boom” in the next several years as people buy houses they don’t really want now and try to sell later. He isn’t concerned about June Existing Home Sales coming in flat year over year. “We’re still seeing people come out of the Covid fog,” he adds. Rogers n...

Quint Tatro calls the sell off in Tesla (TSLA) “concerning” and says its turnaround probably won’t happen until 2026. “You never own Tesla for current valuation or data, you own Tesla because of the innovated products and what’s coming down the pike – always.” Although he complains that Musk’s forecasts can be hubristic, he thinks its robotaxis will soon be in every major city. Turning to Alphabet...

UnitedHealth (UNH) sold off after the company said it was complying with the Department of Justice in an investigation of the company's billing practices. While it and other healthcare stocks tumbled in 2025, Rick Ducat shows a divergence where one healthcare sector rallied where others slipped. He later turns to key levels and options activity investors should watch in UnitedHealth. ========...

Samuel Diarbakerly tells his clients to be "firefighters" in the current market by "running into the burning building when everyone else is running out." He is overweight on equities even on expectations of tariff volatility coming back into play. On stock picks, he believes JPMorgan Chase (JPM) is a name "everyone should own." He also sees Microsoft (MSFT) being &quo...