Schwab Network

Frank Holmes says don't believe the bearish airline narrative. He believes A.I. will help airlines manage supply and demand, making them a value play. Holmes also sees a buying opportunity in luxury goods, including his top holding Tesla (TSLA) ahead of earnings, and thinks the recent sell-off in gold stocks will reverse, potentially sending them up 300-400%. ======== Schwab Network ======== E...

Fidelity National Information Services (FIS) jumped today after getting upgrades from multiple firms. The fintech firm is making changes in its own investments that caught George Tsilis's attention. He talks about the company's latest acquisition and divestment gathering investor interest. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

Today's Charles Schwab Big Picture panel focuses on the Fed's independence. If President Trump successfully removes Fed Chair Jerome Powell from his position, Liz Ann Sonders believes it can have unintended consequences. She points to Powell's possible termination as putting extra pressure on the Fed's dual mandate. Cooper Howard turns to the bond market's reaction of Trump&#39...

Scott Bauer is “selling the rip” on gold, buying put spreads as the metal continues to hit all-time highs. He thinks it is an “opportune” time for a pullback, even a short-lived one, saying the trajectory is “not sustainable” without other catalysts. He sees opportunities in Treasuries, however. He also looks at bitcoin as it nears the $90K level, saying he is “absolutely not chasing it.” ========...

Likefolio’s Landon Swan covers sentiment data on Walt Disney (DIS). He’s “very bullish” on its streaming moves. He notes that Disney has paused their live action remakes after Snow White’s low box office, which he considers a good move. However, he is seeing weakness in their parks segment, with dropping monthly web visits. ======== Schwab Network ======== Empowering every investor and trader, eve...

Annie Cole, author of "Money Essentials for Women," offers advice for first-time homebuyers. She urges people to focus on the down payment then work on a payment roadmap from there. Annie talks about her "28% rule" for monthly income and the ways you can budget for mortgage payments. On the "micro retirement" trend, she weighs the pros of investing in yourself and tak...

Prosper Trading Academy's Scott Bauer explains why he's focusing in healthcare, communications and gold ETFs in today's Big 3. He talks about UnitedHealth's (UNH) stock reaching a "critical point" for support, gold's "overextended" trade, and T-Mobile's (TMUS) traction compared to peers. Rick Ducat dives into the technical trends he sees in the charts. =...

Meta Platforms (META) and Alphabet (GOOGL) face potential breakups within their businesses. On Alphabet's Google search, Lance Ulanoff says prosecutors have a case if they find the Mag 7 giant used "aggressive" means to hold its market share. On Meta, John Freeman points to TikTok as a viable competitor to its Facebook and Instagram social media platforms. ======== Schwab Network ===...

Lower year-over-year profits is something Morningstar's Seth Goldstein expects to see in Tesla's (TSLA) earnings after Tuesday's closing bell. Tariffs can lead to higher unit production costs and pinch margins. As for reported delays in Tesla's more affordable Model Y, Seth believes it's critical the company offer clarity on a production timeline to regain consumer confidence....

Ahmed Khan covers the potential for a breakup of Alphabet (GOOGL). He discusses a potential cleaving of search, or its ad business, as it faces antitrust cases. He expects a ruling sometime in the summer, but for appeals to kick the can down the road for at least another year. He also looks at antitrust moves against Meta Platforms (META), which he thinks will be harder for the government to break...

Nishit Madlani reacts to the Reuters report that Tesla (TSLA) is delaying production of their long-awaited affordable model. He sees competitive pressures rising in the next few years, and says Tesla needs to offset that risk with an affordable car. He also previews what to watch in Tesla’s earnings and what strategies the company might take next. ======== Schwab Network ======== Empowering every...

Verified Investing's Gareth Soloway believes markets will rally on trade deal announcements. The issue comes down to timing, as Gareth doesn't expect tariff talks to settle for months, which will inch the U.S. economy toward recession. He uses the lifelong SPX chart to explain why the market is bound for a pullback that's the size between the Dot Com bubble and the Great Depression. Ga...

David Kudla explains “tactical asset allocation” as he argues for opportunities in Europe, gold, and alternatives as the U.S. goes through “fiscal austerity” amid “peak uncertainty.” He talks about how the strong labor market is impacting the Fed as President Trump criticizes Chair Powell for not lowering rates. He also discusses the possibility of stagflation and even recession. ======== Schwab N...

Ed Siddell has been cautiously buying during the market sell-off. He says it’s important to have cash on hand in case there’s another dip, but that investors shouldn’t just be sitting on the sidelines. He discusses what’s next for the Fed, saying he was “shocked” at Powell’s comments last week, and says he’s “not adding to his credibility” by slow rolling rate cuts. “In order to get the economy go...

Frank Ros looks at corporate credit conditions as cracks begin to show in their debt. He discusses the high number of bankruptcy filings in 2024, which he argues is because the “bottom 85%” of consumers can’t spend, among other reasons. He sees a brighter outlook around the housing market, though, because of the severe shortages. ======== Schwab Network ======== Empowering every investor and trade...

Brian Mulberry says the "most likely outcome" for Tesla's (TSLA) earnings will be a decline in vehicle unit sales. However, there is a profitable model he sees in the Mag 7 giant's energy business. Brian also turns to the company's robotaxi roadmap as essential for its outlook, especially if there's signs pointing to profitability. ======== Schwab Network ======== Empower...

Either sentiment is going to shift towards the positive, or bad economic data will catch up to the market’s sour mood, says Jeff McClean. His stocks to watch include Hershey (HSY), Nike (NKE), Adobe (ADBE), and Air Products (APD). For Nike, he thinks the new CEO can revamp the product line. He considers Hershey a defensive play. He argues A.I. fears are overblown on Adobe, and sees Air Products re...

Kevin Hincks kicks off the trading week with a pair of example options trades in two Mag 7 stocks: Amazon (AMZN) and Tesla (TSLA). For Elon Musk's electric vehicle company, he utilizes a call diagonal strategy with a bullish tone. Then, Kevin looks ahead to Amazon's May 1st earnings date as a key event to compose a trade around. ======== Schwab Network ======== Empowering every investor an...

Masa Takeda discusses investment opportunities in Japan. He likes Sony (SONY), Hitachi, 7&I Holdings, the parent company of 7-11, and more. He describes the Hennessy Japan Investor Fund (HJPNX) and why investors might be interested. He thinks Japan is becoming more investor-friendly and focused, and argues that it has world-class companies that can give 10%+ annualized return. He expects the J...

GE Aerospace (GE) reports earnings before tomorrow's opening bell. Caroline Woods notes the company's recent outperformance compared to the rest of the market that can be challenged by tariffs, pointing to GE's Boeing (BA) ties as it faces backlash from China. Joel Hawthorne later offers an example options trade for GE Aerospace. ======== Schwab Network ======== Empowering every invest...

Ed Butowsky says to focus on 6-9 month trends for stocks, and thinks Tesla’s (TSLA) current chart shows a downtrend. He thinks that Tesla also has an array of issues against them, including competition from other EV makers. He also notes that they’ve had to cut prices, pressuring margins. Tom White shows two example options trades on TSLA. ======== Schwab Network ======== Empowering every investor...

Michael Purves thinks we can see an earnings squeeze but avoid a recession. He sees a “very good buying opportunity” at $4K on the SPX. However, he’s “lightening up” during rallies, looking at T-bills and gold for defense. He’s also looking to Europe, particularly industrials. “I don’t think we’ve really felt market pain yet, but it’s coming,” he concludes. ======== Schwab Network ======== Empower...

George Tsilis is watching a "very hot market" that's stuck in where to take trading. He believes markets are destined to move higher once headwinds surrounding tariffs clear. Until then, he expects a retest of the SPX around 4,800. He's also watching for capital outflows to "reverse" in global currencies. ======== Schwab Network ======== Empowering every investor and tr...

The Mag 7 faces new challenges. For Nvidia (NVDA), it comes in the form of a new A.I. chip from Huawei that has power comparable to Nvidia's H100 chip. Raymond James downgraded Amazon (AMZN) to outperform from strong buy, arguing investors are "underestimating" tariff risk to the company. MoffettNathanson cut its price target on Apple (AAPL) that suggests significant downside potenti...

Netflix (NFLX) popped after hours Thursday when it beat on earnings. Jenny Horne says the company's report proves companies can still win in a tariff-driven environment. On Tesla (TSLA), she says the CEO needs to be a "very different" Elon Musk in the company's earnings compared to how the public currently sees him. The Mag 7 giant delayed its more affordable Model Y before the b...