Schwab Network

Jeff Kagan joins Morning Movers to discuss the wireless, broadband & communications space. Following Verizon (VZ) earnings beat, he says the company's focus on customer care could be an area to watch. Jeff points to the 6G evolution as a potential growth opportunity for the telecom carriers. Ahead of AT&T (T) earnings, Jeff believes the company has "stepped off of the falling knif...

Sarepta Therapeutics (SRPT) shares are getting crushed after a series of analyst downgrades on the heels of an FDA request to stop its Elevidys treatment. Rachel Dashiell diagnoses the biotech company's technical patterns taking shape on the chart. For the short-term chart, she sees resistance around $17 amid a strong downtrend. On the longer 15-year timeframe, Rachel says the 200-day moving a...

Ahmed Riesgo offers a bullish perspective on the markets for the near-future. He expects institutions and retail investors alike to a funnel "FOMO money" into stocks on fears of missing out on the next rally. The Mag 7 will grow, says Ahmed, though they'll serve as more defensive stocks as opposed to high-growth plays. He also argues valuations aren't good indicators of stock movement in the short...

Earnings season is just getting started, and we have a glimpse into three names scheduled to report Monday and Tuesday. Marley Kayden turns to the news flow affecting Domino's Pizza (DPZ), Lockheed Martin (LMT), and Texas Instruments (TXN) ahead of earnings. Rick Ducat analyzes the bearish and bullish trends he sees in the charts. ======== Schwab Network ======== Empowering every investor and trad...

“The more crypto is regulated, the more we’re going to see adoption,” Barbara Goodstein argues, saying the GENIUS Act and the other ‘Crypto Week’ bills moving through Congress are all necessary. She has a lot of faith in the sector: “This is like going from sending things in the mail to email…it’s a technology revolution, it’s going to happen.” She discusses ways to invest in crypto, including ETF...

Intel (INTC) was once the most valuable company in the world. While that title now belongs to Nvidia (NVDA), Rick Ducat examines the chipmaker's history and its new leadership. From cost-cutting plans, A.I. adoption and a series of technical charts to track, join Rick and find out why Intel could be poised for a turnaround. ======== Schwab Network ======== Empowering every investor and trader,...

When it comes to the divergence between soft and hard data, Mike Horwath says the hard data is winning the fight. He points to Thursday's retail sales print as a signal for a strong consumer overcoming inflation woes. Mike's firm remains overweight on A.I. stocks and urges investors to check out "under the hood" companies that support Mega Cap names. On the FOMC, he argues that &...

Jay Hatfield thinks getting rid of Powell is actually a good idea. “Powell thinks money supply doesn’t matter…it’s like the Pope not believing in Jesus.” He calls the current Fed “horrendous forecasters” with a “probably the worst [record] since World War 2.” He focuses on the real estate market and severe housing shortages to back his point. He also thinks the Fed is “massively overstating” infla...

S&P 500 (SPX) and Nasdaq-100 (NDX) notch new all-time highs this week. Marley Kayden recaps the market action, including crypto assets in the wake of the "GENIUS" Act being signed into law. Meanwhile, a mixed bag for big bank stocks like JPMorgan Chase (JPM), Wells Fargo (WFC) and Citi (C) after a busy earnings week. Netflix (NFLX) shares point lower following its latest report. ====...

Centrus Energy (LEU) shares are riding high on the White House's bullish outlook for nuclear energy. Shares of LEU have surged as interest in nuclear energy capacity companies has skyrocketed. Kevin Horner examines the technicals behind the chart's move and what traders can expect heading into earnings later this summer. ======== Schwab Network ======== Empowering every investor and trader...

Nancy Prial breaks down this week's notable bank earnings. She also discusses the growing threat of disintermediation from the maturing crypto industry, particularly for regional banks with limited resources to adapt. Despite these concerns, she believes the sector remains reasonably valued and favors banks like Goldman Sachs (GS) and JPMorgan (JPM) that can benefit from technological changes...

Michelle Gibley maps out the reasons why concerns about the Japanese bond market may be overblown and more of a short-term issue rather than a long-term one. She discusses what the ongoing election impact in Japan may have for not only its bond market but also tariff discussions with the United States. This comes as reports have surfaced that Pres. Trump wants to raise the minimum tariff levels on...

Phil Streible wraps up the week in commodities markets. He looks at moves in the U.S. dollar in response to Fed speakers and turmoil around a potential new Fed Chair. His base case is 1-2 rate cuts this year, but he would like to see 3 or more. For crude oil, he thinks downside is limited to the $64-$65 area. He also shares what he’s watching for next week. ======== Schwab Network ======== Empower...

NXP Semiconductors (NXPI) reports earnings on Monday with fellow chipmaker Intel (INTC) reporting later in the week. Rick Ducat compares NXPI to the overall semiconductor group, showing relative weakness thus far in 2025. On the options front, Rick says there's over 3,000 options traded in NXPI which is a more lightly traded name. Later, he examines the open interest in NXPI as well as the tec...

Les Borsai says "there's a lot of energy these days" and "excitement is palpable" as President Trump signs the GENIUS Act into law. He explains what the regulations will mean for cryptocurrencies, blockchain technology and stablecoin use. Les believes that individual states will be the next shoe to drop in terms of regulatory adoption in the crypto space. He believes innova...

“It’s earnings, earnings, earnings.” Karl Farmer sees companies lowering their full year estimates and “wouldn’t be surprised” if consumers and companies face higher prices. He discusses his expectations for rising inflation and how many times the Fed may cut rates this year. His stock picks include McCormick (MKC), TJX Companies (TJX), and more. ======== Schwab Network ======== Empowering every i...

Matthew Miller says MP Materials (MP) making deals with the Department of Defense and Apple (AAPL) point to positive catalysts. For the DoD deal, Matthew adds that it increased the company's rare earth pricing power setting a $110 per kilogram price floor. On the Apple announcement, he said the timing was a "surprise" after the DoD deal, but believes Apple's desire to increase su...

Andrew Brenner says it’s been a “crazy” week. He discusses the potential Fed Chair candidates in the field. “Rates should be lower,” he argues, but it’s “not going to happen” until September – but then he expects three this year. “I think you need to get from 4.35 down to 3.5-3.75…before the end of the year.” He also gives his thoughts on equity and the crypto market. ======== Schwab Network =====...

“Tariffs are still driving a fair amount of the market,” posits Benjamin Connard, but AI remains the biggest investing theme. On rate cuts, he thinks the Fed is right to wait to see patterns in the economic data but expects a cut in September. His stock picks include Alphabet (GOOGL), Verizon (VZ), and Ulta Beauty (ULTA). ======== Schwab Network ======== Empowering every investor and trader, every...

Mish Schneider thinks inflation could rise, and that “one way or another, rates are gonna come down.” Her picks right now include “undervalued” energy stocks, but needs crude oil to “get through $68/barrel.” She also likes sugar, highlighting soda makers as RFK Jr. pushes the industry to stop using high-fructose corn syrup. In healthcare, she is excited about the “thin economy” for healthcare name...

David Dietze says "Tesla is going to be tough" when it comes to expecting an earnings beat next week. He points to declining sales and rising EV competition in China as potential headwinds. Shay Boloor believes it is all about Tesla's Optimus robotics future and suggests Elon Musk may even pull guidance. He says Intel (INTC) is a name to watch citing the company's new CEO plans....

Eddie Yoon thinks AI is inevitable and will cause inflation. Energy prices are going to continue to go up for years, he argues. Auto insurance has also gotten more expensive because of computers being added to cars – pushing consumers’ wallets. “It’s unsustainable.” He continues, “Workers should be concerned” about being replaced by AI, looking to Amazon (AMZN) warehouses as an example. ======== S...

Winston Justice joins Next Gen Investing to share his journey from the NFL to wealth management. As an offensive tackle, his role was to protect the quarterback. Now, in his investing career, his job is to protect his investments. Winston highlights the significance of financial literacy, drawing up the X's and O's in an investing plan. Winston also relays important financial lessons he le...

Dell Technologies (DELL) is the subject of several positive notes to close out the week, including a price target hike to $165 from $155 out of BofA. Marley Kayden runs through the Wall Street analyst moves as shares of DELL are up nearly 100% from its 52-week lows. Within the BofA note, she highlights the firm's bullishness on the company's position within "enterprise/sovereign AI ov...

Likefolio’s Megan Brantley walks through social sentiment trends for Domino’s Pizza (DPZ). “The most compelling play” is Chipotle (CMG), she says. However, 1Q softness is “starting to resolve” for DPZ, putting it on a better track. McDonald’s (MCD) is outperforming on its app metrics, with a loyal consumer, but Yum! Brands (YUM) is sliding. The divergent data in the sector reflects changing consum...