Schwab Network

The SPX muscled its way off session lows into the close but the bulls still have a long fight ahead. Kevin Green points to off-balance correlations in the index and a technology sector "death cross" as signals of further selling. As the market tests Friday to Monday's gap, Kevin says more liquidity and market breadth will be needed to ensure strength holds. ======== Schwab Network ==...

While small caps lagged the rest of the markets saw mostly green shoots to close the trading session. One of the biggest laggards, Palantir (PLTR), sold off near the end of the day after the Washington Post reported Pentagon budget cuts from the Trump Administration. Arista Networks (ANET) became an A.I. laggard despite it and Analog Devices (ADI) posting strong earnings. Gas companies like Devon...

Here's a Risk Radar to last you a week - Oliver Renick's three pivotal charts he'll be watching: Nvidia (NVDA), 2-Year Yield Futures (/2YY) and Strategy (MSTR). ======== 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.apple.com/us/app/schwa...

Caroline Woods and Kevin Green react to the dramatic swings in Palantir (PLTR) and Supermicro (SMCI) following news that the Trump administration will be enacting budget cuts at the Pentagon. Legacy defense stocks as well as PLTR fell in reaction to the news. Then, the Schwab Network panel focuses on postmarket earnings moves in Toast (TOST) and Carvana (CVNA). ======== Schwab Network ======== Emp...

George Milling-Stanley gives his outlook for gold after a strong run in 2024. He thinks the price can climb higher, saying none of the macro tailwinds pushing it up last year have abated. However, he thinks the price of gold is less important than its use for investors as a portfolio diversifier. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

Wall Street ultimately closed on a green week with the exception of the RUT ending unchanged. Meta Platforms (META) shined as it continues a 20-session winning streak that's unlike any the NDX has seen. Intel (INTC) bolstered an A.I. rally of its own, as did Applovin (APP) by continuing its more than 1,000% year-over-year gains since last year. Cisco (CSCO) demonstrated itself as a viable A.I....

On top of removing its stake from Soundhound (SOUN), Nvidia (NVDA) also pulled out of Serve Robotics (SERV). The company launched as an IPO last April and had a massive run higher that was helped by Nvidia's investment. George Tsilis explains why today's sell-off may be justified. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Mark...

"It's steady as she goes" in today's markets, says Charles Schwab's Joe Mazzola. He says the market is trading just below all-time highs but complacency is keeping investors from breaking through. On the international front, Michelle Gibley expects tariffs to not be as heavy as President Trump makes them appear. She urges investors not to trade on every headline. ======== Sch...

Phil Streible discusses the potential commodity market impact of reciprocal tariffs, in addition to what to watch in energy markets. He looks at levels in crude oil and commodity market catalysts to monitor. He also talks about how Bitcoin futures are trading below the $100K level. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minu...

Despite green arrows for the overall markets, earnings movers painted a slightly different picture. Palo Alto Networks (PANW) slipped as EPS and Revenue barely beat Street estimates. Meanwhile, Wynn Resorts (WYNN) and Airbnb (ABNB) muscled out gains following their latest reports. Oliver Renick, Alex Coffey and Kevin Green measure investor reaction to the latest slate of earnings. ======== Schwab...

The indices closed higher along with the SPX's 11 sectors, but not all stocks saw green arrows. Palo Alto Networks (PANW) slipped after hours following its earnings while investors sold Datadog (DDOG) over weaker-than-expected guidance. Meanwhile, Applovin (APP) added onto its monstrous momentum with another earnings beat. Alex Coffey turns to the trading session's biggest stories. =======...

Coinbase (COIN) experienced postmarket volatility after it released its latest earnings report. George Tsilis takes a closer look at the report and talks about what investors will want clarification on during the conference call. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe D...

Lots of red in Wall Street with all indices except the NDX closing down. One tech stock that shined after hours was Cisco (CSCO) after posting an earnings beat and optimistic outlook, topped with a hefty share buyback. However, Vertiv Holdings (VRT) sold off when investors weren't sold by its guidance. On a brighter note, CVS Health (CVS) saw its biggest rally since 2008. Caroline Woods takes...

OJ Renick's Risk Radar is all yellow as the dollar stalls out amid tariffs and inflation, signaling a possible regime shift ahead. ======== 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.apple.com/us/app/schwab-... Download the Amazon Fire Tv App...

Breaking news hits the earnings panel as Supermicro (SMCI) reports its preliminary earnings ahead of its planned business update. Oliver Renick, Caroline Woods and Kevin Green talk about the highly-anticipated numbers following the release of the report. They also turn to earnings from DoorDash (DASH), Lyft Inc. (LYFT) and Zillow (ZG). ======== Schwab Network ======== Empowering every investor and...

It was a mixed day on Wall Street as Jerome Powell testified to the Senate Banking Committee. Supermicro (SMCI) added postmarket volatility after releasing its preliminary earnings ahead of its expected 10-K filing. Tesla (TSLA) experienced intraday volatility before ultimately selling off. As for the winners, Intel (INTC) rallied off American A.I. optimism as Coca-Cola (KO) gained thanks to a str...

Tesla's (TSLA) selloff and Bitcoin's (/BTC) sideways stall-out ahead of CPI tomorrow suggest some fading of Trump euphoria in markets, says Oliver Renick. ======== 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.apple.com/us/app/schwab-network/...

The trading week began with green arrows across the board but not without individual laggards. OnSemi (ON) sold off following weaker-than-expected earnings and guidance. The selling action didn't stop other chip and A.I. stocks from rallying, including Nvidia (NVDA). McDonald's (MCD) gained despite U.S. sales falling short while Monday.com (MNDY) rallied big following notable gains in year...

The Wall Street Journal reports that an Elon Musk-led group is building a $97.4 billion bid to buy OpenAI. The development comes as Lyft Inc. (LYFT) races for a robotaxi launch in 2026 alongside Mobileye and Marubeni. Tesla itself aims to launch its cybercab later this year in Austin. Oliver Renick, Alex Coffey and Caroline Woods dissect the breaking news closing today's trading session. =====...

In a week that featured earnings from Alphabet (GOOGL) and Amazon (AMZN), it was Palantir (PLTR) that stole the spotlight as shares soared to new all-time highs following an impressive beat. Caroline Woods recaps the volatile trading week bookended by threats of increased tariffs and significant economic data. ======== Schwab Network ======== Empowering every investor and trader, every market day....

Genpact (G) jumped to its highest levels since 2007 following a better-than-expected earnings report. Compared to its peers like Infosys (INFY), Accenture (ACN) and Cognizant (CTSH), George Tsilis says it is growing at a reasonable price and standing out amongst larger companies within the burgeoning A.I. technology space. ======== Schwab Network ======== Empowering every investor and trader, ever...

Lisa Martin looks at potential buyers for TikTok, even as ByteDance stays firm in its resistance to sell. From Microsoft (MSFT) to a Kevin O’Leary-backed group, to the U.S. itself, there are “a lot of big irons in the fire,” but ByteDance is “not motivated to sell” because of strong cash flow and potential pressure from the Chinese government. She also compares DeepSeek to TikTok in terms of cyber...

Phil Streible reviews the week in commodity markets. He discusses the impact of tariffs and Trump’s threatened tariffs for next week. He looks at corn and livestock futures, as well as metals, saying it’s “very interesting” how dramatic the moves are. He thinks Trump will continue to try to push oil prices lower. Phil also looks at bitcoin, which he thinks could 'easily' hit $150K-$200K by...

The session closed as a mixed picture for markets with the SPX and NDX gaining today. Amazon (AMZN) slid after hours when its net sales and AWS revenue came in-line with Wall Street's estimates. The selling action wasn't as bad as Skyworks Solutions, which closed down about 25%. However, Eli Lilly (LLY) shined as a winner thanks to Mounjaro and Zepbound sales. Caroline Woods turns to the d...

Green arrows were seen across Wall Street as the markets shake off tariff uncertainty. However, Qualcomm (QCOM) and Arm Holdings (ARM) fell after hours, as did Uber Technologies (UBER) this morning. Supermicro (SMCI) rallied thanks to a new partnership with Nvidia (NVDA) to produce Blackwell A.I. data center products. Diane King Hall runs through the day's biggest stories. ======== Schwab Netw...