Schwab Network

"It's hard not to love" Spotify's (SPOT) business model and growth potential, according to LikeFolio's Landon Swan. He calls Spotify a "market leader" in the streaming space and points out his firm's data showing the company continuing to eat up market share. The issue? Valuation. While Landon believes the stock has more room to the upside, investors may have al...

Logan Gilland explains what the market is looking for in Mag 7 earnings this week, with an “astronomical” bar to clear. He likes Amazon (AMZN) because they can “continue to execute” and tell “an easy story.” He also reminds investors that they should also be watching the Fed meeting, non-Mag 7 earnings, and other factors in the background. ======== Schwab Network ======== Empowering every investor...

Gold is back in a "buy the dip" trend, according to Prosper Trading Academy's Scott Bauer. He explains the play he sees in the SPDR Gold Shares ETF (GLD). Scott anticipates a fade coming after Tesla's (TSLA) rally Monday, though he expects PayPal (PYPL) to rally after Tuesday's earnings. Rick Ducat breaks down the key levels and trends investors should watch in each stock. ==...

Wayne Kaufman says Trump’s “flexibility” around trade is providing “confidence” to markets that he will make business-benefitting deals. “We’ve had phenomenal market activity,” Wayne says, and he is hopeful that “pullbacks may not be that bad.” He contrasts short vs long-term investing in the current environment, with an eye towards a potential market pullback in the fall. Wayne would like the Fed...

"The market is running on volatility instead of this trade deal," says John Blank. He highlights that a lot of this trade deal is simply headlines for the media. He also talks about how uncertainty in the market will resolve after the Christmas shopping season but there no way to know before then. He then goes over the state of the labor market. ======== Schwab Network ======== Empowerin...

The A.I. race is heating up, and according to Christine Short, no one showed that more than Alphabet (GOOGL) last week. She points to the mega cap company's cloud revenue and planned $85 billion capex spending as a clear signal A.I. is here to stay. Ivana Delevska says it will be a long road for Mag 7 companies to deliver on those returns, a risk she says investors should be aware of. She note...

Marley Kayden says "to say expectations are low is fair" for UPS Inc. (UPS), however, you may not want to count the stock out. While UPS faces tariff pricing pressures and a cut to its dividend, Marley points the company's aggressive cost cutting measures as a way to balance losses. Prosper Trading Academy's Charles Moon gives investors an example options trade for UPS. ========...

Spotify's (SPOT) earnings Tuesday morning will be one closely watched by investors, says CFRA's Ken Leon. While he says its only competition in terms of market share is "maybe YouTube," the stock's massive run higher may be stopped by ballooning valuation. He has a hold rating on Spotify. Tom White offers a neutral and a neutral-to-bullish example options trades for the compa...

JPMorgan became Nike's (NKE) newest bull. Sam Vadas talks about the "multi-year recovery" the firm sees and how it signals a shift in retailer views after weathering tariff uncertainty. Texas Instruments (TXN) also got an upgrade from Wolfe Research, believing the company is "well positioned" to benefit from a cyclical recovery. Not all tech got favorability Monday morning,...

Mish Schneider is looking for small caps to catch up to the rest of the market, otherwise she expects SPX investors to start taking profits. She “loves the IBM story” this year and says, “it’s AI’s world, we’re just living in it.” She’s looking at the “vanity trade”, citing a “megatrend” stemming from weight loss drugs made by the likes of Eli Lilly (LLY) and benefitting Ulta Beauty (ULTA), Bumble...

It's a huge week on Wall Street, and Alex Coffey turns to the technicals investors should watch ahead of several market movers. He notes recent upside action still being mostly range-bound, though price action remains stronger compared to historical norms. Alex points out a historical "consolidation zone" ahead that may slow the rally. ======== Schwab Network ======== Empowering ever...

There's no shortage of Mag 7 headlines as four of the biggest companies report earnings this week. Jenny Horne talks about Microsoft's (MSFT) price target hikes after the company's stellar rally following its last report. She weighs if that run up can continue. She later turns to Tesla (TSLA) and its new partnership with Samsung, which will develop AI6 chips for the Mag 7 giant. ======...

There's a lot to watch on this week's Wall Street calendar, which got busier with the U.S. and EU trade deal. Kevin Hincks breaks down the framework and talks about how it "sets the tone" for other deals, including China. It comes ahead of the Fed's interest rate meeting tomorrow, with a decision expected Wednesday. While no rate change is priced in, Kevin notes how potential...

Boeing (BA) aims to take its sky-high rally even higher after tomorrow's earnings. Rick Ducat notes the company's outperformance in 2025, but notes Boeing still remains well off all-time highs. He turns to the key levels investors should watch. Tom White offers an example options trade for Boeing. ======== Schwab Network ======== Empowering every investor and trader, every market day. Opti...

With the summer season well underway, Greg Friedman is bullish on hotel and travel stocks. He believes there's favoritism toward some companies that investors may not realize unless they look under the surface. Greg breaks down the trends he sees to explain why optimism is high for companies like Hyatt (H), Hilton (HLT), and Airbnb (ABNB). ======== Schwab Network ======== Empowering every inve...

President Trump announced the framework of a deal with the European Union on Sunday. Sam Vadas talks about how it will affect prices on good between the block and the U.S. Additionally, Sam give her insight on how it sets the stage for trade talks ahead between the U.S. and China. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minut...

Paul Golding sees PayPal (PYPL) being a winner as he sees several tailwinds for the fintech company. For one, Paul believes its "highly scalable" businesses are poised for strong growth, particularly Venmo. He expects PayPal's stablecoin product to give it leg room to break into the crypto space. ======== Schwab Network ======== Empowering every investor and trader, every market day....

Vance Howard calls new highs in the market “the most productive, stable thing you can see as an investor.” He thinks the S&P 500 could “double in the next 4-6 years.” He expects a tremendous amount of growth ahead, especially in AI across multiple industries. He likes Nvidia (NVDA), AMD (AMD), Salesforce (CRM) and Southwest Airlines (LUV). ======== Schwab Network ======== Empowering every inve...

It's the biggest earnings week of the quarter when it comes to market cap. The reports will be lead by four Mag 7 companies. Jenny Horne talks about the headlines surrounding Apple (AAPL), Amazon (AMZN), and Microsoft (MSFT) heading into earnings. Rick Ducat analyzes the key levels investors should watch for this week's reports. ======== Schwab Network ======== Empowering every investor an...

"This bull market has a lot of legs," says Eddie Ghabour. He points to many retail and institutional investors sitting on the sidelines waiting to deploy cash — which will ramp markets higher once they do. Eddie says that could happen in fourth quarter into 2026. As for his top picks, Eddie sees promise in small caps through the iShares Russell 2000 ETF (IWM), the SPDR S&P Homebuilde...

Scott Welch is concerned about the “ongoing attack” on Fed Chair Powell by President Trump, along with trade uncertainty. He names what factors he’s watching in earnings season. Scott doesn’t expect the Fed to cut rates this month, citing inflation and a “resilient” labor market, but anticipates a cut in September. “The public markets are shrinking” in favor of private markets, he notes, and discu...

Stocks gained on the week as bullish optimism withstood blips of volatility. Alphabet (GOOGL) muscled the first earnings win for the Mag 7, showing notable growth in cloud and ad revenue. Tesla (TSLA) posted the first earnings loss for the Mag 7, selling off after Elon Musk warned of a rough road ahead. American (AAL) and Southwest Airlines (LUV) didn't help, with both stocks showing weakness...

Matt Maley believes we’re in a bubble and thinks people should be taking precautions. “If this thing turns lower, it’s going to happen quickly,” he says, and names actions investors can take to protect themselves. He sees potential upside in gold, into the 4,000s. Matt also gives his preview of some of the Mag 7 earnings next week. ======== Schwab Network ======== Empowering every investor and tra...

Until this year, Verisign's (VRSN) previous all-time high was from 2000. Now, the legacy tech company recently broke that metric and climbed higher off the back of its latest earnings. George Tsilis explains what's drawing rampant investor interest for Verisign once again. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minut...

@CharlesSchwab's Joe Mazzola says markets are breaking through the "cloud of uncertainty" around tariffs, noting solid earnings and guidance clearing for many companies. However, next week's mega cap earnings will need to continue that momentum. Cooper Howard talks about how fixed income has moved with equities and how it can offer more insight into the Fed's rate cutting cyc...