Schwab Network

Matt Camuso, Head of ETF Solutions at BNY Investments, says there are $13 trillion of assets in ETFs. That's compared to $5 trillion a year prior. He explains why investors are seeking ETFs as a viable investment and how fixed income ETFs act as a buoy against volatility. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute new...

Collin Martin and Kevin Gordon join Nicole Petallides at the Charles Schwab IMPACT 2025 conference. Kevin says the "TINA" trade is back for data, saying the government shutdown has revealed there is no alternative for data. Kevin points to the retraction trends occurring in manufacturing activity and admits there could be a hit to U.S. GDP when the government ultimately reopens. Collin w...

Kevin Green and Nicole Petallides report live from Charles Schwab's IMPACT 2025 event in Denver. KG discusses the latest swath of economic data in ISM Services, PMI Composite and ADP Employment data which helped lift stocks in early Wednesday trading. KG says the revisions in jobs data remains a key focal point for investors, even as the government shutdown continues. Later, he and Nicole disc...

Kevin Dreyer shares his take on the current market, which he believes is due for a correction despite being only 2% off record highs. Dreyer is bullish on undervalued companies that have been overlooked in the A.I.-driven rally. He highlights Mirion (MIR), a mid-cap stock that provides radiation detection for medical and nuclear energy uses, as a potential buy. Dreyer also likes ITT Inc. (ITT), an...

With the S&P 500 up, many are wondering how much longer the bull market can run. Kevin Mahn says recent history is on its side. He attributes this resilience to the A.I. revolution, which he believes has just begun to gain steam. He also expects earnings to continue to drive the market, but warns that valuations matter and investors should be selective in their approach. Mahn sees opportunitie...

Justin Bergner discusses why the market may be range-bound into year-end, despite strong earnings from tech giants like Amazon (AMZN), Microsoft (MSFT), and Alphabet (GOOGL). Bergner points to countervailing forces, including AIAX exposure and negative signals from the treasury market, and highlights names like Toyota Motor (TM) and Arcosa (ACA) as potential defensive plays. ======== Schwab Networ...

Kevin Hincks reporting from the Cboe Global Markets breaks down a pair of economic data prints that aren't impacted by the government shutdown. He shares the details on the ADP Employment Report and the weekly MBA Mortgage Applications. Kevin looks at a few earnings movers ahead of Wednesday's open calling McDonald's (MCD) move "impressive" and an important indicator of consu...

Ahead of Qualcomm (QCOM) earnings, Rick Ducat looks at the charts. He compares QCOM to the overall semiconductors group showing a relative underperformance against names like AMD Inc. (AMD), Nvidia (NVDA) and Broadcom (AVGO). On the chart of QCOM specifically, Rick highlights $175 as an old resistance point being monitored ahead of the report. Later, Tom White demonstrates an example options trade...

John Luke Tyner joins Diane King Hall to discuss the ongoing government shutdown, now the longest in U.S. history. He believes it will impact the markets and the economy, with government employees and people receiving benefits "in a tough spot." John cites estimates of $15B a day in economic hits for each day the shutdown lingers on. Later, he discusses the legal battles affecting Pres....

Arm Holdings (ARM) has lagged behind its sector year-to-date, but Rachel Dashiell says this could be a buying opportunity. She notes that while ARM has shown relative weakness to the information technology sector, it has formed an inverted hammer candle, a bullish reversal sign, and is trading above its 50-day moving average. ======== Schwab Network ======== Empowering every investor and trader, e...

Karl Brauer joins Morning Movers to discuss an international automaker: Toyota (TM). He discusses the impact tariffs have had on the car company, and how it could impact the consumer. Karl breaks down the supply chain exposure for Toyota versus other automakers, before turning his attention its hybrid-model offerings. He explains why it has a dominant position in the hybrid vehicle space. ========...

Tech stocks are leading the market lower, with AMD Inc. (AMD) and Arista Networks (ANET) under heavy pressure, after the companies reported earnings. While AMD's numbers topped expectations, some investors are taking profits after the stock's strong run this year. Meanwhile, ANET's guidance came in lighter than expected, raising concerns about the A.I. infrastructure build-out. Tom Whi...

Eddie Ghabour returns to Trading 360 and explains his investment strategies into November. He expects the month to play similarly to October, where big dips will be bought and push the market to new all-time highs. However, Eddie sees an overconcentration in tech posing issues for market momentum. The Fed's interest rate cut and end of quantitative tightening are two things he sees "addin...

Two big bank CEOs warning of a coming correction played a role in Tuesday's selling action as Marley Kayden and Sam Vadas take a closer look at two industries that saw the biggest impact: chipmakers and crypto. As they explain, that pressure extended to markets overseas. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute news...

A.I. and EVs led Tuesday's trading activity after hours. Kevin Green joins Marley Kayden and Sam Vadas to help explain what caused downside action in Arista Networks (ANET) and Supermicro (SMCI). George Tsilis later joins to explain why AMD Inc. (AMD) was volatile after posting its report. The one clear winner of the postmarket: Rivian (RIVN), which also shared a slew of new announcements. ===...

ZoomInfo (GTM) CEO and founder, Henry Schuck, breaks down the company's record 1Q results, including 5% year-over-year revenue growth and a 20% jump in operations business sales. He credits the success to growing demand from enterprise and large customers for A.I.-driven sales and marketing solutions. Schuck highlights wins from clients like Ryder and Google, and explains how ZoomInfo's da...

Leidos (LDOS) rallied to an all-time high thanks to its latest earnings beat and higher guidance. George Tsilis adds that a growing retail interest in defense stocks doesn't hurt the upside run, either. He highlights the defense divergence between hardware developers and consulting, paired with cutbacks issued by DOGE, to explain moves affecting the sector. ======== Schwab Network ======== Emp...

Before Supermicro's (SMCI) earnings after Tuesday's closing bell, Alex Coffey pointed out the recent price performance and its impact on options, where traders braced for a 10% move in the stock. He believes that volatile of a move heavily weighs on Supermicro's guidance. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Mi...

Andy Brenner says investors are bracing for a pullback after Goldman Sachs' (GS) David Solomon and Morgan Stanley's (MS) Ted Pick warned of a potential 10-20% correction, and Michael Burry revealed a $1 billion short against Nvidia (NVDA) and Palantir (PLTR). Brenner believes the recent selloff is a short-term wobble, but if it gains steam, it could lead to margin calls by Thursday. ======...

Phil Blancato says the market's recent run-up has been fueled by seasonality and investors' "fear of missing out," but he thinks we're due for a correction. With valuations at all-time highs, even a small pullback could turn into a bigger sell-off. Blancato still sees value in some areas, however, including General Motors Company (GM) and Travelers Companies, Inc. (TRV), whic...

Charles Schwab's Kevin Horner breaks down the key levels and trends to watch in the S&P 500 (SPX). He also analyzes the charts for individual names, such as Lamb Weston Company (LW) and Thermo Fisher Scientific Inc. (TMO), highlighting potential areas of support and resistance, including the 50-day moving average and breakout levels. ======== Schwab Network ======== Empowering every invest...

The Bay Area is gearing up for a massive year of sports and business, with Super Bowl 60 and the FIFA World Cup on the horizon. Zaileen Janmohamed, president and CEO of the Bay Area Host Committee, discusses the economic impact of these events, which she expects to be in excess of $1.4 billion and support 13,000 jobs. Janmohamed also sets her sights on the event leaving a lasting impact, with init...

Uber Technologies (UBER) sold off with the rest of the market after it posted strong earnings. Randy Hare raises concern with Uber's margins. That said, she sees management handling Uber's free cash flow well as it seeks to expand business. Ivan Feinseth adds that the company is making the right moves when it comes to its autonomous driving outlook. While he says the tech will take time to...

Marley Kayden tells investors not to expect AMD Inc.'s (AMD) latest round of partnerships in OpenAI and Oracle (ORCL) to play Tuesday's postmarket earnings. She instead directs attention to the company's financials and chip sales. Marley talks about analyst expectations, with one firm pointing to challenges ahead for AMD. She addresses her own concerns that the stock has run significan...

Matt Britton, author of "Generation AI," discusses the seismic changes ahead in the working world as automation, driven by A.I., continues to gain traction. Britton believes companies like Amazon (AMZN) are already feeling the impact of A.I. on their bottom lines. He argues that it's not just about having the resources to deploy A.I. but making tough decisions that impact the workfor...