Schwab Network

Investopedia's Caleb Silver says there's a lot Cava Group (CAVA) needs to serve to investors when with its earnings report. While the company has experienced notable growth, Caleb tells investors to keep it in a category separate from giants like Chipotle (CMG), adding that Cava's valuation is stuffing the current price. Tom White adds example options trades for Cava and Chipotle to in...

ON Holding (ONON) continues to muscle strength in the shoe space despite an EPS miss. Sam Vadas notes its revenue beat and momentum in China as strong spots. Circle (CRCL) also soared on the back of its first earnings since its IPO, showing the demand for crypto is holding steady. However, Sam notes a major laggard in Celanese (CE) after management warned of weakening demand. ======== Schwab Netwo...

Ben Emons breaks down the latest inflation print, highlighting stickiness in tariffs and services contributing to a hotter-than-expected core reading. He notes consistency in segments like household furnishings and used cars, but also sees potential for a decline in tariff impact over time. Emons believes the Fed remains on track for a rate cut, citing a growing camp worried about labor market wea...

Markets saw green shoots to start Tuesday's trading session, with 6,400 back in focus for the SPX. Kevin Green talks about what needs to happen to shatter resistance. He also explains why the 10-year treasury yield is experiencing a potential turning point when turning to the technicals. Kevin later notes the key support level VIX is hitting as a "crush" in volatility continues. ====...

While the headline numbers of CPI rose less than expected, Kevin Hincks says you need to look below the headline to understand the picture is more complicated than it appears. He points out that energy is lower but prices for just about everything else climbed up. Kevin says it adds fog to the Fed and how it will tackle interest rates. Additionally, he turns to Tesla (TSLA) CEO Elon Musk on wantin...

Michelle Gibley reacts to the latest CPI data and explains why the E.U. is cutting interest rates while the U.S. holds firm. She sees opportunities in Europe, citing a growth story “different than we’ve seen in the past” driven by higher government spending, boosted manufacturing and more. Michelle notes that China does not have an inflation problem, charting its CPI and PPI reports over the last...

The crypto rally continues, with Bitcoin trading near its all-time high and Ethereum reaching its highest level since 2022. Andrew Keys of The Ether Machine makes the case for Ethereum over Bitcoin, arguing that Ethereum offers greater growth potential and broader real-world use cases — while Bitcoin serves more as a store of value like gold. He also explains how investors can take advantage of cr...

CoreWeave (CRWV) is up about 300% since its IPO in March. Rick Ducat highlights the stock's staggering run higher heading into Tuesday's earnings after the close. That outperformance is likely to face continued volatility, says Tom White. He gives investors an example options trade ahead of the report. ======== Schwab Network ======== Empowering every investor and trader, every market day....

President Trump has announced a 90-day extension to reciprocal tariffs on China, leaving markets relatively muted in premarket trading Tuesday. In the semiconductor sector, Nvidia and AMD are reportedly facing efforts by the Chinese government to discourage the use of their chips. Meanwhile, Intel shares are climbing after its CEO’s visit to the White House. Kevin Green breaks down the latest tech...

On Holding (ONON) stock is rallying in premarket trading after delivering strong guidance. Shares are holding key support around $45 and testing resistance near $52. The RSI, which had been trending lower since May, has now rebounded and is gaining momentum. Ben Watson breaks down ONON’s chart, key technical levels, and potential upside targets — noting that a breakout above $52 could set the stag...

Cava Group (CAVA) shares have struggled in 2025, falling 27% ahead of Tuesday’s earnings report. Dan Ahrens of AdvisorShares discusses why both Cava and Sweetgreen (SG) were removed from the company’s restaurant ETF. The fast-casual chain faces industry-wide headwinds and customer pushback on pricing, while brands like Darden Restaurants (DRI) and other casual dining chains are looking far more at...

Larry Tentarelli expects a “big reaction in either direction” after the CPI report tomorrow. He thinks the Fed “probably should not cut” in September, citing inflation trending higher. Larry thinks Nvidia (NVDA) can go “much higher” from here, and definitely past $200/share, calling it the “core AI player” and a “very strong chart in a very strong sector.” He likes GE Aerospace (GE), a “market lea...

Private tech companies going public have accelerated in recent months, seen in debuts like CoreWeave (CRWV) and Circle (CRCL). Christian Munafo talks about what's driving the pace in demand for tech IPOs and why larger companies like SpaceX and Databricks are taking their time. He adds that mega caps like Alphabet (GOOGL) and Microsoft (MSFT) are continually searching for innovation, and Chris...

Markets started the week lower after major indices rallied last week. Nvidia (NVDA) and AMD Inc. (AMD) saw slight losses following reports stating the U.S. government will take 15% of both companies' Chinese chip revenue. However, lithium companies like Albemarle (ALB) rallied after a Chinese competitor was forced to close one of its lithium mines. Bitcoin also jumped higher, propelling crypto...

CFRA's Aniket Ullal breaks down how the "Big, Beautiful Bill" is impacting the ETF space. He highlights telecom ETFs like iShares' IYZ as a sector-specific winner, thanks to tax incentives, which benefit companies like AT&T (T), T-Mobile (TMUS), and Verizon (VZ). Ullal also sees defense ETFs, like Invesco's PPA, outperforming, driven by increased defense spending, while h...

Monday.com (MNDY) investors got a big case of Monday blues after the stock plunged 30% on the back of an earnings beat and guidance raise. George Tsilis takes a closer look into what went wrong for the cloud-based software platform, which he attributes to Monday.com's guidance. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minu...

"The markets have become somewhat numb" to tariff headlines, says Charles Schwab's Collin Martin on the Trump administration signing off on another 90-day China tariff pause. While it adds uncertainty, Collin explains that it also aids with the inflation picture. Joe Mazzola sticks with the international discussion and says Nvidia (NVDA) and AMD Inc. (AMD) "did what they had to...

The SPX initially traded above 6,400 intraday before reversing to the downside. Kevin Green shows how the 5-minute candles paint a clearer picture into Monday's price action. Bears may be clawing into the index to derisk ahead of Tuesday's CPI print. Additionally, Kevin points out a VIX up, SPX down scenario that would trend bearish if it happens again Tuesday. ======== Schwab Network ====...

Nigam Arora returns to Market on Close to discuss some of the biggest tech moves he's watching in the market. He's impressed with Microsoft (MSFT) continuing to beat "very high" expectations in Azure cloud and Copilot. On Palantir (PLTR), Nigam outlines the company's path to reaching $1 trillion in market cap. While he sees the current price-to-sales ratio as unsustainable, h...

Uneasiness in the market is “belied” by the strength in 2Q earnings, argues Brian Mulberry. “It’s coming down to the haves and the have-nots” in this rate environment, he continues. “Volatility is the name of the game” in the second half of 2025 as economic data and earnings diverge, but he expects things to get “materially better” in 2026 after Fed rate cuts. He thinks earnings growth will accele...

Hilary Kramer offers a wide array of stocks she believes will continue to outperform over the coming months. In the A.I. space, she labels Oklo Inc. (OKLO) as a key player in the nuclear buildout of A.I. infrastructure. Additionally, Hilary sees Palantir (PLTR) hitting $200 due to the demand for data across industries. On mid-caps, she considers Shopify (SHOP) a "mini-Amazon" (AMZN) and...

Ivana Delevska says there was a time you could group the Mag 7 together, but that's no longer the case. The "bifurcation" of stories is something she believes is important all investors pay attention to. She makes the case that power generation and A.I. infrastructure companies will support Mag 7 growth. Austin Lyons sees Microsoft (MSFT) and Amazon (AMZN) leading the cloud space, wh...

John Freeman says the 15% revenue pull from Nvidia (NVDA) and AMD Inc. (AMD) Chinese chip revenue is still better than the alternative of not making profits at all. That said, he still believes both companies should be allowed to see all their products without having part of their revenue pulled. He talks about how it can shape both companies' outlook. Elsewhere in the tech space, he likes TSM...

Marley Kayden says Oklo Inc. (OKLO) has plenty of promise, though its lack of revenue and continuing burn rate make it a volatile play on the A.I. race. She considers President's Trump's executive order on nuclear power a plus for Oklo and related companies, especially with an energy deficit in the U.S. Marley believes it just needs a path to profitability before it can deliver on long-ter...

Likefolio’s Landon Swan calls On Cloud (ONON) shoes “the choice” for basically every category: “the only one they didn’t dominate was casual wear.” He compares ONON to other athleisure companies, noting that it is “pulling away” from Deckers’ (DECK) Hoka. Nike (NKE) is dead last. “Overall, consumers love this product…I like this trade here.” ======== Schwab Network ======== Empowering every invest...