Schwab Network

When it comes to tariffs, Drew Boyer says people are realizing that maybe the "bark is worse than the bite." He joins Diane King Hall to discuss the state of the U.S. economy, including his thoughts on the "One Big Beautiful Bill." Drew addresses the impact it has on investors, taxes and the overall economy. Among his stock picks right now, Drew likes: Apple (AAPL), Chevron (CV...

Diane King Hall and Sam Vadas start the trading day with a trade deal update. The duo discuss the U.S. deal with Japan, setting tariffs at 15% and what it means for the broader markets. Then, they turn their attention to Texas Instruments (TXN) following its latest earnings results. Later, Sam and Diane discuss the big swings in Kohl's (KSS), Opendoor (OPEN) and Krispy Kreme (DNUT) which among...

Ahead of Alphabet (GOOGL) earnings, Wedbush's Scott Devitt says he's looking for Search and YouTube business to be up 9%, but Scott says the most important narrative will be around A.I. "Query volume growth" will be a focal point to show search patterns and the real impact of A.I. on its search business. For YouTube, he says the site is gaining against competitors in "time s...

Lockheed Martin (LMT) shares fell to 52-week lows after its latest earnings report. The stock was downgraded at Truist to a hold rating with a $440 price target. Rachel Dashiell looks at the defense company's chart using a 5-year chart to show the recent sell-off in relation to the longer-term uptrend. She points to a rising RSI study amid the downtrend that could suggest a bottoming out for s...

Tech pulled the NDX back but all other indices managed to gain on the session. Oracle (ORCL) traded lower because of it and OpenAI's reported setback in the Stargate timeline. Earnings built a shaky foundation for stocks across industries, from sell-offs in General Motors (GM) and Lockheed Martin (LMT), to a stunning rally in D.R. Horton (DHI). Marley Kayden takes investors through the mixed m...

Mike Dickson is a “little worried” that lofty valuations are creating a higher bar to clear than usual this earnings season. “We’re not used to divergence among the Mag 7” – but we’re seeing it this year, he adds. He explains what he’s watching for in Mag 7 earnings this week and next week and emphasizes the need for “solid follow-through” to keep markets heading higher. ======== Schwab Network ==...

@CharlesSchwab's Liz Ann Sonders sees companies that beat earnings aren't being rewarded as heavily as expected, while companies that miss get heavily beaten down. She says the "psychological bar" for earnings is higher for investors after tariffs lowered them for the prior quarter. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe...

JP Morgan downgraded Lululemon (LULU) as the stock trades near May 2020 levels. The stock has underperformed over the last year, but as Rick Ducat explains, it's not the worst performer among its peers. He takes a broader look at the consumer discretionary space to see how tariffs have affected the sector's price action. As for Lululemon, Rick turns to the technicals investors should watch...

Christopher P. Davis covers defense stock earnings. Northrup Grumman (NOC) hit an all-time high after earnings, which Christopher attributes to its free cash flow and guidance. On the other hand, Lockheed Martin (LMT) fell after a big profit miss, which he blames on its narrow product focus. RTX (RTX) beat quarterly expectations but lowered full-year guidance due to tariffs; Chris emphasizes their...

Andrew Graham likes low-beta stocks right now, encompassing names like Cisco Systems (CSCO), where he likes their innovation and a potential corporate tech cycle. He’s also watching Synopsys (SNPS), which he calls “less expensive” than its peers. In energy, he likes EQT (EQT) as a natural gas play. Andrew shares his expectations around the August 1 trade deadline and the 2Q earnings season. ======...

Kevin Horner walks through his Technical Tuesday charts. On the SPX, which closed at records yesterday, he highlights the 10-day moving average: “things are getting a little more momentum-based.” The chart of Guidewire (GWRE) shows a recent pullback from the top of a linear regression channel. Oklo (OKLO) is a “trickier one” as it rallied into resistance and fell off, with support around the 50-da...

David Mann looks at trends in the ETF market as active ETFs continue to boom. “There are more active ETFs than index ETFs in the United States,” he says, and thinks net inflows could hit $500 billion this year. He shares some ETF options from his firm, Franklin Templeton, including INCM, PVAL & FLMI. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subsc...

Dean Bell breaks down insights from KPMG’s mid-year M&A survey. In May, 74% of surveyed dealmakers expect 2025 to be more active than 2024, with the majority in the second half of the year. Lower rates and certainty around tariffs would help the industry. He’s “most bullish” on technology & telecom and says everyone is trying to buy tech. “90% of our respondents said they’re using AI,” he...

Lockheed Martin (LMT) became the worst performer on the SPX after it posted over $1.6 billion in pre-tax losses in earnings. Despite the setback, Frances Stacy says shares are "on sale." A triple bottom in the stock, combined with geopolitical risk make the stock a buy, according to Frances. Tony Bancroft adds that demand for the company's F-35 jet will only accelerate. ======== Schw...

Eric Cole (@DrEricCole) says TikTok has "turned into a political pawn" amid a trade war with China. Eric believes Amazon (AMZN) would make a better fit as a corporate owner and could provide a direct pipeline to Amazon's e-commerce platform. However, Eric cautions that a TikTok deal likely won't be done by September's deadline and believes defining data sovereignty is more im...

Likefolio’s Landon Swan says Hilton (HLT) is doing better on consumer happiness and other metrics he tracks than any competitors. He thinks the stock price is “justified where it’s at” and has a “slight bullish slant” ahead of earnings. He likes its customer loyalty programs and its expansion into niche markets. “It’s kind of like Airbnb on steroids.” ======== Schwab Network ======== Empowering ev...

Investors are taking a "cautious" approach to General Motors (GM) after its earnings beat, according to Bob Lang. He says the company posted strong numbers in several metrics, including EV sales, which Bob says are second to Tesla (TSLA). Tony Zipparro believes investors hit the brakes over tariff concerns. He says the stock got ahead of itself by ignoring tariff risks that showed up in...

John Sheehan expects 1-2 rate cuts by the end of the year and doesn’t think Powell will bend to political pressure. He explains why “junk bonds” is a misnomer and points out opportunities within the below-investment-grade bond market. He thinks credit quality is better in junk bonds than people think and says higher yields can create returns equal to equity investments with less risk. He likes foo...

Ahead of Alphabet's (GOOGL) earnings on Wednesday, Jessica Inskip labels ad spend as "the main winner" A.I., which Alphabet's Google and YouTube platforms can benefit from. Jessica also notes the earnings play she's watching for Invesco (IVZ) and Nucor's (NUE) strong technical momentum. Rick Ducat gives investors an in-depth look into the stock charts. ======== Schwab Net...

Ian Wyatt explains the Fed’s rock and a hard place as it is under pressure to lower rates while inflation remains above its target. Inflation is driven by labor costs, in his argument. In his work with the auto sector, he’s seeing significant impact from tariffs as companies scramble to change manufacturing and shipping practices. Ian thinks the economy is still growing with positive momentum, but...

Sean Dranfield focuses on fixed income opportunities. He sees a steepening yield curve, saying at the longer end of the curve bonds are worried about the U.S. deficit, but the medium bonds are feeling more confident in trade policies. He thinks the long end looks “fairly attractive” right now. Sean doesn’t see risk of foreign bond buyers selling off their holdings. He doesn’t believe that any grou...

Oracle's (ORCL) agreement with OpenAI to provide another 4.5 gigawatts of Stargate data center capacity could open the door to an additional 100,000 jobs through operations and construction. That's not the only deal the company is eyeing. Reports say Oracle is also in talks with Skydance Media for a $100 million cloud deal. Marley Kayden talks about how the agreements add to Oracle's g...

NXP Semiconductors (NXPI) showed weakness for automotive chips after the company slipped on a profit miss. However, the stock jumped off overnight lows, with Sam Vadas noting some positives for NXP and its peers. D.R. Horton (DHI) built the foundation for an earnings rally after posting a beat Tuesday morning. Sam later looks into the snack and beverage space where Coca-Cola (KO) showed weakness i...

George Tsilis believes the bullish trend is holding, though bulls are looking for a catalyst to continue the run higher. That could come from mega cap earnings with Alphabet (GOOGL) and Tesla (TSLA) reporting Wednesday, though George warns it can just as easily be a bearish catalyst. As the U.S. dollar faces continuing weakness, George says it gives international traders incentive to invest in the...

Michelle Gibley thinks tariffs could be delayed past August 1 and thinks businesses have been able to adjust to the trade disruption. She discusses whether businesses will pass on tariff costs and if they have the flexibility to up prices at all. Michelle looks at economies abroad and overseas opportunities for investors. ======== Schwab Network ======== Empowering every investor and trader, every...