Schwab Network

DoorDash (DASH) trades volatile after a mixed earnings report, with strong order growth overshadowed by a revenue miss and valuation concerns. Jacob Sonenshine warns the stock could be a “trap” amid reliance on non‑GAAP metrics and a potential consumer slowdown, while Phil Kafarakis highlights DoorDash’s expanding platform, market share strength, and long‑term growth beyond food delivery despite c...

Jason Brown takes us through his Big 3 trades. He says TSMC (TSM) has become the backbone of the global AI supply chain, before turning his attention to another overseas name in Baidu (BIDU). Jason notes the company is reshaping its search engine model thanks to AI. Lastly, Jason highlights Honeywell (HON) as a having a low risk, high reward setup. Rick Ducat takes us through the key technicals in...

Tony Zhang joins Trading 360 as markets reach new all-time highs during Thursday's session. He explains why strong earnings and AI driven tech will continue to lead stocks higher. Later, Tony discusses example options trades in the iShares Russell 2000 ETF (IWM) and Oracle (ORCL). For ORCL, he says the company stands out as a compelling AI infrastructure trade with an attractive options setup....

Coinbase (COIN) has been in the headlines following a significant workforce reduction thanks in part to AI. Tyrone Ross Jr. joins Sam Vadas to preview COIN earnings and discuss the state of crypto-trading in today's market. He says the CLARITY Act could actually "hurt" the yield from stablecoins and ultimately COIN's bottom line. Tyrone says Coinbase might continue cutting costs...

Marley Kayden previews CoreWeave (CRWV) earnings ahead of its 1Q report. She discusses analyst concerns surrounding margins and how a "slew of deals" with Meta Platforms (META), Microsoft (MSFT) and Anthropic have helped scaffold the stock prior to this report. Marley cites Bernstein's team pointing to a volatile post-earnings move "often to the downside." Later, Joe Tigay...

Reporting from Washington D.C., Charles Schwab's Mike Townsend says the DOJ probe into $2.6b in oil trades linked to the Iran War will be a really interesting story to watch unfold. He shares the latest vibe from the nation's capital on prediction markets going under the microscope in Congress. Mike also discusses the political fallout from the Iran War, including elevated prices for gasol...

Ahmed Riesgo sees markets holding near highs but entering a pause as strong earnings and geopolitical risks balance out. He highlights broadening growth beyond tech, resilience in the U.S. consumer, and key catalysts ahead—including Nvidia (NVDA) earnings and macro developments. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are n...

Kevin Green kicks off Morning Trade Live with his eyes on the Mag 7 group. Pointing to a more "concentrated market" today versus Wednesday, KG says to watch the megacap group as well as a sticky VIX. Later, he assesses the latest jobs market data before turning attention to performance trends in the metals market, specifically silver. KG says silver should be on the radar as it nears $84...

Moments after ringing the opening bell at the NYSE, Hawkeye 360 CEO John Serafini sits down with Nicole Petallides to introduce his company prior to its IPO. John explains how his company uses satellite technology to help military and defense operations around the globe. He later touches on a partnership with Elon Musk's SpaceX and what satellite technology means for global safety. His company...

Diane King Hall and Nicole Petallides report live from the NYSE floor as the S&P 500 (SPX) notches new all-time highs. The duo discusses a few early earnings movers including Fortinet (FTNT), DoorDash (DASH) and McDonald's (MCD). ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trad...

Kevin Hincks, reporting from Cboe Global Markets, dives into the latest labor market data as investors await April's non-farm payrolls print. He shares the latest positive glimpse with weekly jobless claims coming in less than expected. Kevin also addresses ongoing developments in the Middle East as investors and traders look for any signs of a return to traffic in the Strait of Hormuz. ======...

With "strong results" in the latest earnings, RaeAnn Mitrione believes "there's more room to run" in the current market rally. She believes the returns could be "broad based" amongst various sectors of the market but notes recent leadership from the technology sector based in part on the AI trade. RaeAnn adds that it is always hard to predict the next winners and...

CoreWeave (CRWV) caught the attention of Schwab Network's chartist Rick Ducat ahead of its upcoming earnings report. He looks at the recent trajectory to the upside and presents notable levels to watch, including $126 which was recent resistance but could act as post-earnings support. Later, Rick presents an example options strategy for CRWV and explains why an unbalanced call butterfly could...

Teradata's CEO Steve McMillan swings by the NYSE set to feature his company's AI initiatives and what sets them apart from others. He explains the innovation and opportunities that have presented themselves with the advent of artificial intelligence, including how it could impact workforces broadly. Steve addresses his group's 1Q earnings results before turning to the on-premises cloud...

With markets marching forward, Jay Woods joins Diane King Hall at the NYSE to figure out what winds are pushing stocks to new highs. Jay looks to the post-earnings rallies taking place with semiconductor and memory stocks. He does caution investors that some of the memory names may have gone parabolic, suggesting folks watch for a pause in price activity. Jay presents the case for Nvidia (NVDA) ve...

Jeff Schulze says recent GDP data suggests the economy is "on a pretty solid foundation" but warns that elevated energy costs could weigh on the next quarter's report. He discusses his firm's recession indicators, and calls jobless claims among his favorite to follow suggesting it is the "economic canary in a coalmine." For the labor market, Jeff says data isn't sho...

"Flat line" in volatility is something to watch today, says Kevin Green. With premarket futures little changed ahead of Thursday's open, KG says the upwards momentum expansion could linger for a while. On the individual stock front, he and Diane King Hall discuss Arm Holdings (ARM) as the chipmaker falls despite an earnings beat. To the upside, Fortinet (FTNT) jumps after raising its...

Ben Watson breaks down the recent surge on Corning's (GLW) chart following news of its AI partnership with Nvidia (NVDA). Shares reached a new 52-week high and Ben shows how it broke above recent resistance around $177. On a longer-term chart, Ben does point to a bearish divergence developing with downward momentum trends countering the upward move in share prices. ======== Schwab Network ====...

Jim Ferraioli with Charles Schwab gives updates on Clarity Act making progress in Washington, Bitcoin's recent strength, and the biggest takeaways from Schwab's latest crypto report. ======== 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://apps.appl...

AMD (AMD) jumps 18% as growth expectations climb, while Arm Holdings (ARM) rallies on strong earnings. DoorDash (DASH) also surges after solid revenue growth and optimistic forecasts. ======== Schwab Network ======== Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Empowering every investor and trader, every m...

Marley Kayden highlights how Novo Nordisk (NVO) saw earnings boosted by its Wegovy pill, now making up 65% U.S. prescriptions. Sam Vadas breaks down the Walt Disney (DIS) earnings, pointing to a resilient consumer. ======== Schwab Network ======== Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D Empowering eve...

KG says stocks are pushing higher into the close, with signs of a sustainable rally for now. He highlights key sectors like materials that could limit upside and dives into earnings for Arm Holdings (ARM) and DoorDash (DASH). KG also flags AppLovin (APP) as a name to watch, with better than expected guidance but potential risk of being cannibalized by AI. ======== Schwab Network ======== Options i...

Matt Miskin says the market is riding an earnings‑driven surge fueled by semiconductors and fiscal support, but warns the momentum may fade as energy costs rise and stimulus wanes. He favors moving up the quality curve, highlighting bonds and defensive sectors as volatility risks build. ======== Schwab Network ======== Options involve risks and are not suitable for all investors. Before trading, r...

Jillian DelSignore talks about breaks down the latest ETF flow trends, highlighting a major shift into income and fixed income. Recent outflows suggest investors are pulling back as sentiment weakens across the market. Despite this, the Nasdaq 100 remains a core holding for many portfolios. ======== Schwab Network ======== Options involve risks and are not suitable for all investors. Before tradin...

Kevin Horner highlights key charts to watch; stressing risk tolerance and position management tied to the S&P 500. He breaks down Rigetti Computing's (RGTI) volatile surge that trapped traders and Oracle's (ORCL) sharp 12% move. ======== Schwab Network ======== Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit...