Schwab Network

The dollar's lower as the Yen moves up, all while yields tick higher on comments highlighting a weaker U.S. labor market. Kevin Hincks reports from the Cboe Global Markets to highlight under-the-radar market moves to watch ahead of Friday's opening bell. On the FOMC, Kevin talks about how it is narrowing the list of candidates to take over Jerome Powell's position. Among the names incl...

David Darst looks at the potential Fed Chair nominees and why he thinks Scott Bessent wouldn’t take the position. He looks at historical rate cutting cycles and “fever and fervor” in the markets, particularly in AI. He expects earnings to be a market driver next year. David examines his stock picks from March, including GOLD, EL, and ABBV, and brings some new names: Verizon (VZ), Pfizer (PFE), and...

Markets showed green arrows to start Friday's session, though Levi Strauss (LEVI) is being left out of the rally following its earnings and updated guidance. Diane King Hall explains why investors are trimming exposure to the clothing retailer. There are bright spots for tech, with Evercore ISI raising its price target on Oracle (ORCL), while B. Riley boosted its target for Applied Materials (...

Gold prices hit all-time highs this week. Rick Ducat looks at correlation studies between gold prices, the S&P 500 (SPX) and the Cboe Volatility Index (VIX) to demonstrate historical patterns. Later, Tom White demonstrates an example trade for the SPDR Gold Trust (GLD) using a call vertical with a more bullish stance. ======== Schwab Network ======== Empowering every investor and trader, every...

Tom White and Diane King Hall probe investor sentiment as the government shutdown treks on, with no vote scheduled for Friday. As economic data faces delays, the BLS is still expected to release CPI next week. Later, Tom discusses the list of candidates that could be nominated to replace Fed Chair Jerome Powell. Treasury Secretary Scott Bessent says that list is down to 5 candidates, including cur...

Ben Emons stops by the NYSE set to discuss the future of the Federal Reserve. President Trump and Treasury Secretary Bessent have narrowed down a list of candidates to 5 individuals to replace Jerome Powell when his term expires. Candidates include Michelle Bowman, Christopher Waller, Kevin Hassett, Kevin Warsh and Rick Reider. Ben provides thoughts on how the Trump administration envisions a rela...

Isabelle Freidheim joins Morning Movers to provide her perspective on the efficiencies from major tech companies and how it could be breaking down historical trade, leading to a possible "de-globalization." She says it's a structural shift, and continues to see tremendous value in U.S. tech innovation but adds that tariffs accelerated a push toward regional strength, with countries f...

Semiconductor equipment manufacturer Applied Materials (AMAT) hit 52-week highs earlier this week. Kevin Horner examines the 30-day trading range, highlighting $208 support with $226 upside resistance. On a 2-year chart, Kevin shows the "bull-flag" pattern taking shape and what it means relative to the all-time highs reached back in July of 2024. He signals the "overbought" con...

Markets closed down but certain stocks shined on Wall Street's red session. Marley Kayden talks about Nvidia's (NVDA) rally to all-time highs as the biggest headline of them all. She also mentions Oracle (ORCL) gathering more attention from bulls on the analyst front, along with Delta Airlines (DAL) rallying after an earnings beat. ======== Schwab Network ======== Empowering every investor...

Thursday's session saw some headlines take investor interest, but Marley Kayden and Sam Vadas highlight the ones many may have missed. Among them: the U.S. government shutdown starting to take material effect, especially at domestic airports. They also go over Delta Airlines (DAL) and PepsiCo's (PEP) earnings to explain what they mean for the consumer picture ahead. ======== Schwab Network...

Rogers Healy discusses how inflation is hitting the average American's wallet, particularly with rising grocery costs, which are up over 25% in the past 5 years. He believes this is not just a price problem, but also an income issue, as wage growth lags behind inflation. As a result, Healy sees consumers pivoting to more affordable options, such as buying in bulk and opting for store-brand or...

Ferrari (RACE) raised its guidance for 2025 but the figure still falls below estimates from the Street. The stock sold off and nearly hit 52-week lows after releasing their target. George Tsilis talks about Ferrari's road ahead to recapture investor interest. He says the company faces a "tricky" situation when it comes to holding strong price points as it pulls back on its EV busines...

Christian Magoon, CEO of Amplify ETFs, talks about the new suite of ETFs his company has released to capitalize on trends they see growing in the coming weeks and months. One of those trends: Ethereum, with Christian saying cryptocurrencies will continue their uptrend. He talks about similar ETFs his company created for other blockchain products, along with silver, which has recently shined in mar...

“Market higher, volatility higher” dynamics are unusual, explains Kevin Davitt. “Relatively low vol markets can be the best markets to be short vol,” he adds. He looks at the major indexes and discusses returns, and how they are based on the weighting of stocks within them. He walks through how a stock’s gains translate to an index’s gains for investors. ======== Schwab Network ======== Empowering...

Roddy Silk and Kyle Balkissoon dig into Delta Airlines (DAL) earnings. Kyle discusses how airlines are moving towards an “unbundled model” and says Delta is capturing more of the “premium” market. He also argues that Delta stock is cheap right now. Roddy thinks we’re starting to see a “normalization” of travel as corporate demand returns. He also covers airline investments in loyalty programs and...

The market is entering a “more speculative” phase of growth as it continues to make highs, argues Matt Kaufman. He covers ETF options for risk management, including offerings from his firm, Calamos. He breaks down how these funds work and highlights tax efficiencies found in ETFs. Matt also talks about Calamos’s work within crypto and Bitcoin ETFs. ======== Schwab Network ======== Empowering every...

Troy Cates from Neos discusses their options-based ETFs. He talks about how investors are better educating themselves on risks and more complex products. He contrasts active vs passive management strategies. “We look at ourselves as more of a solutions provider,” he explains. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute new...

UiPath (PATH) has soared as it adds new partners to its portfolio, from OpenAI to Microsoft's (MSFT) Azure. George Tsilis talks about the company's sudden surge of interest sparked by these partnerships and scalability in A.I. and robotics. He talks about whether UiPath can continue its parabolic move. ======== Schwab Network ======== Empowering every investor and trader, every market day....

LikeFolio's data in consumer sentiment for Uber Technologies (UBER) moved in-line with the stock's performance, says Megan Brantley. Uber's diverse rideshare and delivery options gave the stock room to run higher, though Megan makes the case that consumer loyalty will come into question as tech like Tesla's (TSLA) robotaxi accelerates. ======== Schwab Network ======== Empowering ev...

Garrett Nelson and Phil Kafarakis break down Pepsico (PEP) earnings. Phil argues that the proposals from activist investor Elliott are being taken seriously and highlights their unveiling of snacks without artificial dyes or flavors. Garrett thinks that those moves are hitting their margins, which is “one of the main things weighing on the disappointing gross margins.” He looks at potential divest...

Jason Brown turns to Big Tech for today's Big 3. He calls Microsoft (MSFT) a leader of corporate A.I. integration, Broadcom (AVGO) as a big beneficiary of an accelerating tech trade, and Meta Platforms (META) as a A.I. "diversification" play through its social media empire. Jason offers example options trades for each stock while Rick Ducat highlights key levels in the charts to watc...

Marc Zuccaro with Golden Eagle Strategies talks about his firm's Dynamic Hypergrowth ETF (HYP). The ETF holds about 60 companies that show 40% or more year-over-year growth. Marc says the ETF aims to capture the maximum possible upside through this suite of names, as he explains how Golden Eagle reassess the ETF every month and manages downside risk. ======== Schwab Network ======== Empowering...

Andrew Arons expects the markets to remain strong for the rest of the year and shares individual picks, including IBM (IBM), Uber (UBER), and Cava (CAVA). He argues the bull case for each of the stocks, with emphasis on growth rates within their respective industries. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter...

Next week's Dreamforce event for Salesforce (CRM) can be an opportunity for the company to show it still has a growth story, says Melissa Otto. She believes Salesforce highlighting a path of strong ROI through A.I. will drive investor confidence. Melissa sees small and mid-cap clients adding to the company's growth potential. Tom White turns to the options front for Salesforce. ======== Sc...

Delta Airlines (DAL) posted a quarterly earnings report that soared above Street estimates, giving the stock a lift on Thursday's session. Marley Kayden talks about the report that includes an uptrend in travel outlook and bullish commentary from the CEO. Joe Tigay takes investors through the options front and offers an example trade for Delta. ======== Schwab Network ======== Empowering every...