Schwab Network

Meta Platforms (META) is moving to eyewear. As Diane King Hall explains, the Mag 7 giant is seeking to build its own A.I. glasses. In the healthcare space, Merck (MRK) has entered an agreement to acquire Verona Pharma (VRNA). Diane also dials investors in to a T-Mobile (TMUS) downgrade from Keybanc, as the firm warns investors of near-term headwinds. ======== Schwab Network ======== Empowering eve...

The SPX still shows bullish signals, says Alex Coffey. He points to the technicals in his "stop light" approach showing how momentum can continue to and beyond all-time highs. He later turns to the VIX and its muted response to recent uncertainty. Alex gives investors historical insight to explain why it continues to hover near 16. ======== Schwab Network ======== Empowering every invest...

Claudia Sahm explains how 50% copper tariffs would undercut U.S. manufacturing capabilities and argues more broadly that tariffs are “in the pipeline” on their way to hit impact consumers. She calls the slowdown in private payrolls “notable” as she looks at the labor picture. “We’re not in a bad place, but the direction we’re heading…gives us less support on the consumer side going forward.” Howev...

Oppenheimer upgraded Microsoft (MSFT) to outperform, citing Azure growth as the thesis behind its bullish sentiment. Jenny Horne talks about how the Mag 7 giant made itself a reliable company in the A.I. trade, even amid volatility. She later turns to headlines on Jeff Williams stepping down from his role as Apple's (AAPL) COO. ======== Schwab Network ======== Empowering every investor and tra...

Kevin Hincks tells investors to expect headlines today. Today was the original end to President Trump's 90-day tariff pause. However, Kevin explains that the administration has opened a "window" for tariff talks until August. The FOMC meeting minutes from June can also draw investor interest if Fed heads show signals of cutting interest rates in September. ======== Schwab Network ===...

Rick Ducat swings by Morning Movers with a look at the chart of Delta Airlines (DAL). He provides the technical setup for the travel name ahead of its earnings report tomorrow morning. Rick says a cluster of moving averages and limited trading ranges could mean volatility ahead. Later, Tom White provides an example options trade using a call vertical strategy. ======== Schwab Network ======== Empo...

Eli Horton says his firm at TCW is more active in names outside of the Mag 7 and megacap tech names. He sees opportunities in the other 490 names as roughly 40% of the S&P 500 (SPX) is concentrated into 10 stocks. His company offers several active equity ETFS in various investing themes, such as energy transformation and onshoring the U.S. supply chain. Eli adds that investing in American manu...

Target (TGT) and Walmart (WMT) begin competing sales events to take on Amazon's (AMZN) Prime Day. Ed Butowsky thinks both will trail AMZN, but says Walmart could have an edge on electronics because of the company's "huge balance sheet" and ability to cut prices. He looks at the subscriber count comparison, pointing to a huge margin between Amazon and Walmart. For Target, he says...

Sam Vadas and Diane King Hall discuss the "moving goalposts" of the ongoing tariff policy negotiations from the Trump Administration. July 9th was the original deadline of a 90-day extension granted in April, but has since been moved to August 1st. The latest tariff news surrounds copper, with Trump imposing a 50% hike on copper imports. Sam says "the devil will be in the details&qu...

Wynn Resorts (WYNN) is the chart of the day following a downgrade from Citi. The analyst adjusted its rating to neutral from buy, with a price target up to $114 from $108. Ben Watson breaks down the technical patterns taking shape in the recent and long-term trading activity. On the 5-day chart, he points to the $108 resistance line which was the Citi analyst's previous price target. On a long...

Stocks closed mixed on a sluggish trading day, though the RUT showed signs of life with notable gains. Downgrades against JPMorgan Chase (JPM), Goldman Sachs (GS), and Bank of America (BAC) from HSBC did no favors for the session. CoreWeave (CRWV) also got several downgrades after it penned a $9 billion deal to acquire Core Scientific (CORZ). Meta Platforms (META) added a former Apple (AAPL) A.I....

Ahmed Riesgo expects the market to shrug off the latest tariff news and believes the worst of the trade war fears are behind us. He thinks the Fed will cut rates at least twice, potentially three times, this year. He also sees underlying weakness in the labor market despite the strong jobs report. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

Radware (RDWR) hit a 3-year high after Wolfe initiated coverage on the Israeli cybersecurity company with an outperform rating. Charles Schwab's Ben Watson takes a closer look into Radware's chart and financials to explain how the company is "relatively cheap" compared to others in its sector. However, Ben also notes the challenges Radware has moving forward. ======== Schwab Netw...

“Anything is on the table, anything is possible” from this administration around critical minerals and sectors, says Joe Cavatoni of the World Gold Council in reaction to Trump’s latest tariff announcements. He explains why gold prices have been stagnant recently despite trade talk news. “We need to see some real fundamental changes to break out of this range right now,” he adds. ======== Schwab N...

Charles Schwab's Cooper Howard says this week's jobless claims data will be the next key data point investors will need to watch. With tariff dates moving later and uncertain inflation impact yet to be felt, Cooper believes the Fed will face an uncertain path for cutting rates by the September meeting. Later, he discusses global trends in yields and provides the case for why the U.S. yield...

Rick Ducat breaks down the mixed trading session by diving into the techncials. On the NDX, he warns of bearish divergence taking shape after the index recently broke new all-time highs. However, Rick notes bullish potential for Intel (INTC) signaled by options activity. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslett...

Owen Carr, Chief Merchandising Officer for Spreetail, discusses Amazon (AMZN) Prime Day season and how it has influenced the retail sector. He says with the expansion to four days, sellers are spreading deals out, leading to a lower first day peak. Coming closer to July 4 than last year, he thinks consumers will be buying more summer products than back-to-school. He expects growth rates in the 20%...

James St. Aubin gives his expectations for 2Q earnings season and what he’s hoping to see in company guidance in particular. He digs into the state of the labor market and what he thinks the Fed’s next moves will be. He notes that continuous claims are at the highest level since 2021, arguing that there are “cracks” below the surface in U.S. jobs. He calls valuation the market’s biggest risk facto...

Kevin Horner is back for Technical Tuesday! On the S&P 500 (SPX), he highlights the 20-day moving average and the index’s recent “impressive move.” For ASML (ASML), he notes three consecutive bull flags and a golden cross. Rigetti Computing’s (RGTI) stock was pushed back to its 50-day moving average and recently broke a downtrend line. ======== Schwab Network ======== Empowering every investor...

"Money is still too hard to move around the world," argues Mark Greenberg. That thought is why he's not surprised to see stablecoins growing substantially over the last year. Mark expects added regulation like the GENIUS Act to give cryptocurrencies a tailwind into the second half of 2025. CoinDesk's Andy Baehr expects Bitcoin to trade sideways for the summer, pointing out that i...

Phil Blancato thinks large caps are priced to perfection, but there are still opportunities in small caps. He says the latter will “rip higher” if the Fed cuts rates in September. He was “never bought into the rhetoric” of Liberation Day tariffs, arguing that Trump would never deliberately hurt the U.S. economy like that. He likes Amazon (AMZN), citing diversified revenue and a competitive retail...

The Charles Schwab STAX increased slightly to 40.66 from 39.68. Joe Mazzola highlights what's driving the bullish uptick. He mentions that investors bought into Tesla (TSLA) when it dipped in early June, while others steadily bought Amazon (AMZN). Joe labels Palantir (PLTR) as a "retail darling," signaling a return to risk-on trade. However, he adds that investors remain cautions of...

CoreWeave (CRWV) got hit with multiple downgrades after it announced a $9 billion all-stock deal to acquire Core Scientific (CORZ). The stock sold off more today. Marley Kayden notes the analyst commentary as bearish short-term but sees long-term opportunity for the company. Volatility is another anchor tethering some analysts to the sidelines. ======== Schwab Network ======== Empowering every inv...

Daniel Rubino of Windows Central says Nvidia (NVDA) is doing "quite well" in the A.I. space as companies start applying the tech to everyday life. He says bigger companies are boosting efficiency by cutting their workforce, pointing to Microsoft's (MSFT) layoffs as an example. However, Daniel elaborates on a bump in the road with Samsung forecasting worse-than-expected profit due to...

Likefolio’s Andy Swan shares their consumer sentiment data on Airbnb (ABNB). He notes web visits down 10% year-over-year as hotels seem to be gaining. “Airbnb is clearly losing share to traditional hotels…the luster has worn off.” App engagement is also down 3% since last year despite innovative features, and a foray into AI doesn’t seem to be helping. ======== Schwab Network ======== Empowering e...