Schwab Network

The latest earnings beat and rosy guidance from Delta Airlines (DAL) sent shares of it and its peers soaring. But what's behind Delta's optimism, and which airline is best positioned for long-term success? Robby Silk says Delta's premium business continues to shine, though economy bookings struggle. He goes in-depth on his bullish case for United Airlines (UAL). ======== Schwab Network...

Charles Schwab's Kevin Gordon says the rebound of tech breadth is a strong bullish indicator for markets, but maintaining momentum will be hard. Nathan Peterson talks about recent market consolidation getting in the way of further breakouts. He urges investors to keep an eye on technical, particularly RSI, as many stocks become overbought. Kevin also goes over today's jobless claims print...

Soroush Salehian is the CEO of Aeva Technologies (AEVA), which creates and sells LiDAR technology used for autonomous software. In the age of autonomy, Soroush talks about Aeva's growth prospects as many industries seek the evolving tech. He says the company's chips used for machines can be made faster and cheaper than competitors. ======== Schwab Network ======== Empowering every investor...

The all-time high run is what Larry Tentarelli considers the biggest bullish signal for a higher run following investor resilience through tariffs and the Big, Beautiful Bill. Larry has several stocks on his radar, from Uber Technologies (UBER) as a rideshare leader, to GE Vernova's (GEV) role in powering A.I. He also notes CrowdStrike's (CRWD) importance in cybersecurity and Snowflake (SN...

Eric Pachman and Jed Ellerbroek preview the CPI report and look at the latest FOMC minutes. Jed expects the Fed to continue to wait at this “pesky” level, lacking justification for cuts. “The economy’s growing, slowly,” he adds. Eric sees housing as a “tailwind to core inflation” that could be offset by gasoline prices or tariffs but warns that the CPI’s weighting means housing makes a big impact....

Dena Jalbert reacts to Ferrero buying WK Kellogg (KLG) at $23/share, a 40% premium. Part of the premium, she argues, is because the deal lets Ferrero enter the U.S. breakfast market – and another part is KLG’s existing debt. She thinks this was a “specific and intentional” deal and doesn’t think KLG is looking for other merger offers. She talks about global consumer tastes and Kellogg’s healthy op...

Mel Casey favors the U.S. over the long run, despite believing the SPX is overvalued right now. He discusses sector composition within a portfolio, mixing growth and value, and notes that names highly in favor now can quickly turn. Internationally, he sees broad index investing as more attractive but usually likes to stock pick. He likes ASML (ASML), for example. ======== Schwab Network ======== E...

“There’s a race to standardize” within the hospitality industry, argues Travis Wilburn. He gives his outlook for Airbnb (ABNB) this summer – and he sees consumers picking hotels more often. Travis talks about how booking a trip has changed in the modern day, with popularity and ratings emphasized more than anything else. ======== Schwab Network ======== Empowering every investor and trader, every...

David Aspell says the market will care more about tariff threats if they’re made against bigger trading partners. He thinks copper tariffs of 50% are “much higher” than the market expected, and its price surge has already had rippling consequences. He is bullish on copper (/HG) overall. “The [countries] we import copper from are generally friendly” to us, he adds, “The speed in which it’s being im...

Wedbush's Dan Ives increased his price target on Palantir (PLTR) to $160 from $140 over his "growing confidence" in its A.I. strategy that could lead it to be "the next Oracle (ORCL)." The issue Marley Kayden sees in the thesis: extremely elevated expectations. She notes the company currently trades at 600 times earnings, throwing a wrench into the argument for "expone...

Delta Airlines (DAL) flew off the earnings runway thanks to its international and premium revenue soaring on the quarter. The focus now turns to guidance, as Meghna Maharishi points to a weakening dollar as creating potential turbulence for the current quarter. Sean Cudahy adds that investors should pay attention to earnings from competitors like United Airlines (UAL) and American Airlines (AAL) t...

Dan Deming joins today's Big 3 and turns to three stocks that he believes investors should keep on their radar as the market "broadens." He talks about the potential for Broadcom (AVGO) to continue its rally after its tremendous run higher, Eli Lilly's (LLY) role in the "vanity trade," and Uber Technologies (UBER) finding its "niche" as autonomous driving evol...

Likefolio’s Landon Swan sees the strength of Carvana’s (CVNA) uptrend beginning to wane. He compares their web visits vs their stock price and says they are doing “really well,” but wonders if market expectations are becoming too high after a strong run up over the last few years. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minut...

Tony Drake breaks down the tax implications of the ‘One Big Beautiful Bill’ as a slowing economy puts the Fed on a “razor’s edge.” We “haven’t had a fundamental shift in spending in Washington,” he adds, “We really have to figure out what to do about this debt…short of raising taxes.” He advises retiree investors not to chase the rallies too far and “balance between growth and stability.” He likes...

Wedbush's Dan Ives raised his price target on Palantir (PLTR) as the stock continues to offer upside for investors. Citizens JMP boosted its price target on Amazon (AMZN), citing notable growth potential through AWS cloud. Meta Platforms (META) got its own price target bump from BofA, with the firm seeing promise in the company's A.I. projects and partnerships. Jenny Horne takes investors...

H.C. Wainwright gave a double downgrade to Coinbase (COIN) over its ballooning valuation from a staggering run higher. However, as Sam Vadas notes, the firm sees Coinbase being a "best in breed" for crypto exchanges. She talks about how improved regulation and greater adoption of crypto is bullish for Coinbase long-term despite today's downgrade. Joe Tigay turns to an example options...

Disclaimer: Bitcoin rose to a new all-time high shortly after filming! Jenny Horne and Adam Lynch tackle the technicals on Bitcoin's chart before turning their attention to Strategy's (MSTR) latest headline: Not buying Bitcoin! (at least for a week...) Then, Adam provides context to the crypto bills being debated in Congress next week including the CLARITY Act. VIRTUAL CURRENCY-RELATED INV...

“This is the beginning of a brand-new category” in ETFs, Matt Kaufman says of the Calamos Autocallable Income ETF (CAIE). He explains what an ‘autocall’ is and how the fund functions. He also looks at some of Calamos’ crypto ETF offerings and talks about why investors might be interested in them. He is bullish on equity markets, but emphasizes a risk-management approach. ======== Schwab Network ==...

Broadcom (AVGO) hit a new all-time high off a series of previous highs over the past few sessions. Steven Dickens attributes the business's success to its "two-sided" approach through the semiconductor and enterprise software spaces. He adds that its VMware acquisition will continue to pay off long-term as it ramps up partnerships with hyperscalers like Alphabet (GOOGL). Tom White tu...

An acquisition from overseas. Ferrero put in a $3.1 billion bid to buy Kellogg (KLG), which sent shares of the well-known breakfast brand soaring more than 30%. On the A.I. front, HSBC upgraded AMD Inc. (AMD) to buy from hold as the tech picture clears. Piper Sandler also upgraded Oracle (ORCL) as the stock trades near its all-time high. Diane King Hall dives into the biggest market movers of the...

Alex Coffey tells investors that earnings will be critical for the quarter in measuring market strength, especially as stocks hover near all-time highs. Something else to note: seasonality, as Alex explains that we're currently in the strongest trading week historically in the SPX. He offers a look at SPX technicals as the trading session begins. ======== Schwab Network ======== Empowering eve...

Delta Airlines (DAL) rallied more than 10% after posting strong earnings that showed little turbulence from tariffs. Jenny Horne credits the company's higher-income customer base adding support to its earnings takeoff. On the A.I. front, TSMC (TSM) muscled a win after posting a 27% revenue increase in June. ======== Schwab Network ======== Empowering every investor and trader, every market day...

Jobless claims came in lower than Wall Street projected, which Kevin Hincks says upholds the Fed keeping interest rate cuts off the table for July. He offers insight into what it means for the rate cut cycle later in 2025. On the international picture, President Trump said he would raise tariffs on Brazil to 50%. Kevin notes that both Brazil and Japan raise concerns for the trade deal outlook. ===...

“The pain trade is still to the upside,” and Liz Ann Sonders thinks momentum in the market has shifted as major indices reach for all-time highs. Her overarching concern is “complacency,” which creates vulnerability to a market drop. She sees “cyclical leadership” in the equity market, pointing to the strong performance of the industrials sector this year. For 2Q earnings, she thinks the bar is se...

Following news of AMD Inc. (AMD) getting an upgrade from the analyst at HSBC, Rick Ducat pulls up the chart to get a glimpse at the chipmaker's rebound taking place. Shares of AMD are up 80% from its 52-week lows. Later, Tom White compiles an example options trade using a bullish call vertical strategy. Tom's example trade features a 140/150 call vertical with the August 1st weekly expirat...