Schwab Network

Is $60,000 the next bottom for Bitcoin? Two Prime's Alex Blume notes gold and silver's rally amid the crypto slump as a sign that sentiment in the space has soured intensely. However, he sees Friday's recovery as a sign of that trend reversing. Alex explains how loan lending caused part of the sell-off and points to ways Bitcoin and altcoins can recover. ======== Schwab Network =======...

Mark Hamrick and Brian Jacobsen share takeaways from this week’s labor data, with the monthly report delayed to next week due to the partial government shutdown. Brian digs into the ISM numbers, highlighting new orders staying “pretty strong, if not improving.” However, he thinks we might see the employment report revised down further next week. Mark notes that employment data has been “routinely...

"The thing that's been missing the most in markets is common sense," says Steven Orr when referring to price action before silver's stunning rally. He now considers the metal "fairly valued." As for opportunities ahead, he sees buying opportunities in Nvidia (NVDA), Amazon (AMZN), Palantir (PLTR) among other AI-adjacent companies. ======== Schwab Network ======== Empowe...

Glenn Dorsey calls this earnings season “incredibly strong” and thinks a lot of reaction in the market was “emotional.” He thinks Kevin Warsh, the Fed Chair nominee, might have been “painted unfairly” as a hawk. He sees risks on the unemployment side, while inflation seems to be easing. On Bitcoin, he says the selling “feeds on itself” on these levels since many bought in around the 80,000s, and p...

Steven Olenick joins to discuss the economics of the Super Bowl ahead of Sunday’s game. He focuses on dealmaking in particular, from athlete sponsorships to other advertising. He walks through some of the common clauses in contracts and breaks down pipelines and content. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suita...

Coinbase (COIN) reports earnings next week but faces an uphill battle on all fronts following this week's stark selling action across the crypto space. LikeFolio's Andy Swan points to increasing competition, souring sentiment, and interest rate cuts poised to hit the company. He takes investors through his mentality on Coinbase and why he's waving warning flags for the stock. ========...

Rob Deichert and Arun Sundaram walk through Amazon (AMZN) earnings. Arun highlights AWS growth acceleration, which was a “big positive,” but the shock was the $200 billion capex announcement. He thinks the stock will settle as investors realize that Amazon will monetize this spending “as fast as it possibly can.” Rob says there’s still “tons of upside” in their ad business. He is also bullish on i...

Be cautious on Caterpillar (CAT), says CFRA's Jonathan Sakraida. While the company's financials support recent rallies in shares, Jonathan points to growth not moving fast enough to support the stock's extreme move. However, he believes Caterpillar will shape into a key back door player in the AI buildout phase alongside companies like GE Vernova (GEV). Tom White offers an example opti...

Vincent Pilette, CEO of Gen Digital (GEN), joins Trading 360 to discuss their latest earnings and how AI is shaping digital safety. Gen Digital is the parent company of Norton LifeLock and other consumer cybersecurity brands. GEN saw record revenue in the quarter, and they are building their portfolio to become the “trust layer” for consumer agentic AI. He talks about the risks to consumers playin...

Patrick Mueller thinks that Amazon’s (AMZN) $200 billion capex announcement will work out for them long-term, but that investors are becoming a “little itchy” about the leverage in big tech. He argues that we are “overdue for a pullback” and expects markets to fall in the near future. He’s paying close attention to energy companies to fuel AI growth. ======== Schwab Network ======== Empowering eve...

Tim Bohen remains bullish on AI's long-term outlook despite this week's short-term volatility. He highlights that potential in this week's Big 3 through Bloom Energy (BE), Walmart (WMT), and XPO Inc. (XPO). Rick Ducat takes investors through the key metrics to mind in all three stocks. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options invo...

Today's Charles Schwab big picture panel turns to major headlines in the U.S. and abroad to highlight movers this weekend to watch. In the U.S., Mike Townsend notes President Trump's new appointee to head the BLS and a tentative timeline on Kevin Warsh's confirmation process toward new Fed Chair. Cooper Howard looks abroad to Japan, noting the country's snap election as one that ca...

Reddit (RDDT) posted better-than-expected earnings, great guidance, and even issued a $1 billion share buyback program. The stock still moved lower on Friday. Amid the climbing advertising revenue and daily active user numbers, Marley Kayden turns to several price target decreases that she believes hit shares. Even on some expectations of deceleration, analysts remain largely bullish on the social...

Amy Glaser thinks bad weather impacted hiring negatively and says to see what February looks like. “We’re in this wait and see moment in time.” As far as AI goes, she says not to worry about it taking your job, but to worry about someone “who uses it better” taking your job. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not s...

The latest consumer sentiment report from the University of Michigan showed a notable downtick for inflation expectations, something Kevin Green points to as a positive. As for the broader market moves, KG labels 6,930 as the key level for bulls to reach to retake control of price action. He later talks about investor reluctance to Alphabet (GOOGL) and Amazon's (AMZN) gargantuan CapEx spending...

The big news this week was Anthropic dropping AI for the legal sector, hitting software broadly, and the negative reaction to Mag 7 capex, says Philip Straehl. This year, “you have to be much more nuanced” in terms of who will win in the tech trade. He thinks hardware is “quite expensive” and is looking to “second-order effect” companies that are utilizing AI to drive productivity and business. Ph...

The dollar is likely in a “long-term depreciation trend,” says Thierry Wizman, explaining historical cycles in the U.S. dollar’s value. These cycles tend to be triggered by geopolitical events, he notes, and dominance is “no longer guaranteed” as the U.S. disengages from the rest of the world. Thierry covers how the snap election in Japan could impact the dollar, looking at the dollar/yen spot tra...

Roblox (RBLX) rose to more than 144 million daily active users, a metric Diane King Hall attributes to the stock's post-earnings surge. Molina Healthcare (MOH) posted guidance that she calls "shockingly weak" which contributed to a 25% sell-off in shares. Diane ends on a positive note with Affirm's (AFRM) earnings beat. ======== Schwab Network ======== Empowering every investor a...

Kevin Hincks turns to what he considers a "vital" trading session for Friday. Amazon (AMZN) and Alphabet's (GOOGL) massive CapEx projection for 2026 spooked investors and accelerated an already intense week of selling. Kevin's advice: watch the price action throughout Friday, as a rebound can signal a resurgence in the AI trade. Bitcoin and gold also set the foundation for gains...

This week's selling among the software group stood out to Rick Ducat on the charts. He cues up the IGV ETF to show the sector-wide pressures impacting the space. Rick points to a falling wedge pattern over the past several months, with moving averages also tilting downward and its RSI study falling to oversold levels. Later, Tom White demonstrates a neutral to bullish strategy for IGV by selli...

Jordan Shapiro joins Diane King Hall to assess the state of the U.S. labor market. In the wake of a delayed January jobs report, Jordan delves a "little deeper" into the data that was reported, including the Challenger-Job cuts hitting the highest levels since 2009. He points to companies' leveraging technology, ways to streamline productivity and shifting areas of employment within...

Ed Butowsky suits up to break down Under Armour (UAA) earnings and credits the company's positive earnings report to the return of Kevin Plank. He says they're getting back to their core business as the athletic-wear company raises guidance. Ed later looks at Under Armour's supply chain and how tariffs could impact overseas manufacturing sites. ======== Schwab Network ======== Empoweri...

The sustainability of Friday's bounce remains in question. Kevin Green suggests the S&P 500 (SPX) is finding temporary support at its 100-day moving average, though elevated volatility and new sellers entering the market indicate a "dead cat bounce" remains a distinct possibility. On the earnings front, Amazon (AMZN) shares experienced volatility following its massive CapEx forec...

Rachel Dashiell dials up the chart of Bitcoin (/BTC) to look at the "velocity of this selloff" occurring this week. She says there's been "a lot of damage" but says there could be a possible cup and handle pattern forming. She says $70k is a level to watch in the near term. On a longer-term 5-year chart, Rachel shows the significance of the $65k level of support and how its...

Amazon (AMZN) set the bar even higher for mega cap CapEx with projections of $200 billion for 2026. Shares of the Mag 7 giant initially sold off following the announcement and earnings miss. Marley Kayden, Sam Vadas, and Kevin Green break down what KG calls a "bad report." Outside of mega caps, George Tsilis joins the Schwab Network crew to look at Reddit (RDDT) and Fortinet's (FTNT)...