Schwab Network

Microsoft (MSFT) and Meta Platforms (META) both report earnings on Wednesday, and Angelo Zino offers in-depth coverage on both Mag 7 companies. For Microsoft, he says its report will be "all about Azure," as he expects the company to become one of the group's new leaders in a reversal from 2024's lagging performance. Angelo will watch capex spending on Meta Platforms (META) close...

It's all down arrows on this morning's earnings movers. Sam Vadas talks about the "tariff exposed story" impacting Whirlpool (WHR) and UPS Inc. (UPS). As for UnitedHealth (UNH), Sam attributes its sell-off to rising medical costs on top of other company-specific headwinds. Spotify's (SPOT) surprise loss caused a slide in shares despite subscribers showing a bright spot. =====...

The SPX once again hit new all-time highs this morning as Alex Coffey notes strong technical trends in the index. That said, he argues it's "always difficult to project resistance" at highs. For weary investors, Alex suggests taking a "not all in" approach to your portfolio. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe t...

Someone is going to have to pay higher prices, Michelle Gibley says as trade deals raise tariffs – either U.S. companies, or the U.S. consumer. She warns that we haven’t seen tariffs on pharmaceuticals and expresses concern about potential deals with Canada and China. She charts how deeply foreign companies’ GDP depends on exporting to the U.S. and notes that many are looking to diversify away fro...

Tuesday morning showed a tale of two companies. Novo Nordisk (NVO) sold off more than 20% after making heavy reductions to sales guidance for its Ozempic and Wegovy weight loss drugs. Meanwhile, SoFi Technologies (SOFI) climbed with a strong showing in its fintech earnings. Jenny Horne goes over the biggest morning movers before the opening bell. ======== Schwab Network ======== Empowering every i...

Headlines are moving at a pace that's "almost too much," says Kevin Hincks. He notes continuing tariff talks with China happening in Sweden catching investor attention, adding that today's FOMC meeting will be under the microscope before tomorrow's interest rate decision. Kevin also talks about Boeing's (BA) earnings which show "all the numbers getting better."...

As investors await the latest quarterly results from Visa (V), Rick Ducat breaks down the technical picture taking shape on the charts. He notes the outperformance year-to-date against the broader Financials Sector and S&P 500 (SPX). Later, Tom White examines a bullish example options trade. He illustrates a call diagonal strategy using the Aug. 8 weekly options to factor in the latest earning...

Ahead of June JOLTS data, Noah Yosif from the American Staffing Association says the labor market is "bouncing around a bottom" with employers waiting for improvement to begin rehiring. He points to the passage of "One Big Beautiful Bill" and trade deal agreements as possible catalysts for further labor market growth. Noah adds his thoughts on parts of the labor market experien...

Ben Tsocanos says Boeing (BA) had a pretty good earnings report, saying aircraft production and deliveries are recovering. He believes cash flow is poised to turn positive later this year, but says there could be "surprises" if production consistency doesn't hold. Ben does expect the company to seek a lift on FAA's production cap for the MAX aircraft. ======== Schwab Network ====...

Trade negotiations overseas continue to draw focus for investors and traders alike, says Sam Vadas. U.S. and China officials have continued talks in Stockholm as the 2 largest economies look to come to a deal ahead of a self-imposed Aug. 12 deadline. Meanwhile, Sam maps out the market reaction to the U.S. and E.U. trade agreement and what it means to global trade as Aug. 1 approaches. Later, she l...

Ben Watson looks at the post-earnings reaction for PayPal (PYPL) after shares fall despite an earnings beat. On a 1-year timeframe, Ben calls the PYPL move a "rising wedge" pointing to the rising 50-day simple moving average. However, he does highlight a potentially bearish signal in the RSI study tipping downward. ======== Schwab Network ======== Empowering every investor and trader, ev...

Taylor Swift's "Eras Tour" and Beyonce's "Cowboy Carter Tour" have proven people still want musical experiences, and pay top dollar for them. David Schulhof, CEO of the MUSQ ETF, joins Nicole Petallides at the NYSE set to talk about how the ETF gives investors exposure to these events. It includes names like Spotify (SPOT), Live Nation (LYV), and Tencent Music (TME). Da...

The first day of the trading week showed weakness in the $DJI and RUT. Tesla (TSLA) muscled strength for Big Tech after it made a deal with Samsung to build the Mag 7 giant's AI6 chips. AMD Inc. (AMD) hit 52-week highs after UBS upped its price target on the stock, while Nike (NKE) stepped up to five-month highs thanks to an upgrade from JPMorgan. Marley Kayden takes investors through the begi...

Earnings season will soon heat up with reports from tech giants Meta Platforms (META) and Microsoft (MSFT) reporting Wednesday, followed by Apple (AAPL) and Amazon (AMZN) on Thursday. Sheraz Mian previews the group's 2Q earnings and weighs in on whether Alphabet's (GOOGL) strong report and A.I.-driven capex growth could be a positive sign for the group. He notes why Apple's cautious ap...

Cadence Design (CDNS) beat on its latest earnings and raised sales guidance for fiscal 2025. This comes nearly a month after the U.S. lifted licensing requirements for software to China. George Tsilis talks about how Cadence got to its current standing and what today's report means for its outlook. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscri...

While the EU trade deal is a big step forward for the U.S. solidifying tariffs, Michelle Gibley with Charles Schwab says there's still plenty of outstanding deals that need to be reached. Canada and China are the countries she believes need the greatest amount of focus. Michelle believes other countries look to new trading partners outside the U.S. if deals don't go their way. ======== Sch...

Scott Bauer does not expect a rate cut this week but is still listening to Fed commentary. He looks ahead to the July jobs report, saying a miss could lead to a rate reduction in September, but warns the Fed is watching plenty of other economic indicators. For example, Thursday’s PCE report could “come in hot” and push the 10-year higher, hitting equities. Looking to the dollar, he thinks the rall...

SoFi Technologies (SOFI) has more than doubled off its 52-week lows in April and tends to show earnings that go above Wall Stret estimates. Rick Ducat analyzes the key levels investors should watch ahead of Tuesday's earnings to weigh if it can hit new all-time highs. He also shows how SoFi has vastly outperformed its peers. ======== Schwab Network ======== Empowering every investor and trader...

Ryan Hicke, CEO of SEI Investments (SEIC), breaks down the asset management holding company. “We had another really solid quarter…we’re telling a very clear story in terms of our growth strategy.” He explains their medium to long-term lens for strategic investment, their strategic partnership with Stratos, and investing in the company’s workers. He highlights their footholds in advice, asset manag...

“The Fed wants to cut” argues Jeff Klingelhofer, but just can’t right now because of economic data. He doesn’t expect inflation to lower as much as we would like by the end of the year. He’s watching whether the Fed “directly asserts whether September is a live meeting” in its remarks this week. Jeff expects Powell to signal a resilient economy and a “wait and hope” outlook. ======== Schwab Networ...

Peter Tchir and John Lekas both share concern on the direction of the job market, but they differ on what it means for interest rates. Peter estimates up to three rate cuts before the end of 2025 starting in September. He sees tariffs and inflationary impacts forcing the Fed's hand. John doesn't see as deep of a rate cutting cycle and calls tariffs a "non-event." He believes the...

“Where is all the money going?” Kevin Mahn asks, and answers: AI infrastructure and aerospace & defense. He sees an opportunity in TSMC (TSM), which makes Nvidia’s (NVDA) chips. He also likes data centers, energy, and plays that are related to AI-supporting industries. Overall, Kevin thinks 15% tariffs worldwide are already modeled into market – and hopefully Fed – projections. He expects two...

Mindy McIntosh thinks the middle class is concerned about volatility and consumer health. She is helping near-retirement clients “take gains off the table” and become more tax-efficient. Nvidia (NVDA) has been her “main focus” in the AI sector, and she’s also looking at the energy sector and names like Exxon Mobil (XOM). Her portfolio strategies cover fixed income and removing risk. ======== Schwa...

Mark Dixon examines the U.S. labor market and the push many companies are making towards automation. He argues hybrid work can benefit companies, showing that productivity improves when people are allowed to work locally. “Basically, commuting…is very wasteful, not attractive to workers.” He says adding flexibility increases employee motivation and can help cut costs. ======== Schwab Network =====...

WeRide (WRD) will expand robotaxi operations to Saudi Arabia. The company was granted a permit to use its autonomous tech in the country, the latest in a growing list. George Tsilis takes a closer look into WeRide's pilot program and the ways it's seeking to fulfill autonomous needs that Tesla (TSLA) and similar companies aren't addressing. ======== Schwab Network ======== Empowering e...