Schwab Network

Rachel Dashiell examines Oracle (ORCL) after its surge to new all-time highs. She says the all-time highs should act as near-term resistance as it levels off after the post-earnings pop. On a 1-year timeframe, she points to the RSI study hitting peak levels and highlights the $180-$188 range as a potential area of support. ======== Schwab Network ======== Empowering every investor and trader, ever...

Diane King Hall recaps the overnight move in equities reacting to news of Israel's attack on Iran. Overnight futures fell as crude oil prices spiked higher. Another area of the market that saw upward moves: Defense stocks. Elsewhere, Adobe (ADBE) shares are lower following its latest earnings report. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subsc...

Aaron Alt, CFO at Cardinal Health (CAH), joins Diane King Hall at the NYSE set to discuss the company's financial outlook. He describes the drugmaker's share buyback plans and recent FY25 guidance raise. Alt says the company's recent strategic acquisitions help broaden the company's healthcare reach, including glucose monitoring for diabetes treatment. ======== Schwab Network ======== Empowering e...

It was a packed trading day with most stocks closing in the green. Premarket trading was led by tragic news on a Boeing (BA) plane crash in India that sent shares of the plane builder lower. Oracle (ORCL) rallied on the session after posting strong cloud revenue numbers for its previous and future quarters. Microsoft (MSFT) hit all-time highs yet again on a reported deal with the Pentagon, while C...

Charles Schwab's Cooper Howard believes this morning's jobless claims print is more interesting than the PPI. As he explains, softening labor prints like todays can wave an early green flag for the Fed to cut interest rates. Nate Peterson also warns of the orange flag on Wall Street sparked by "good news is bad news" sentiment. ======== Schwab Network ======== Empowering every in...

Steel prices remain below their 5-year historical average. Jeremy Flack covers the industry as President Trump seeks to revive domestic production. “Everything that’s going on is a net positive in the long run,” he says, arguing that U.S. steel companies have invested their profits in their businesses for the last decade and we’re starting to see that pay off. However, he’s “not optimistic” in the...

The SPX muscled a win on the session after yesterday's lower close. Kevin Green points out the day's range-bound action as he notes "defensive in nature" volume. However, a "VIX up, stocks up" scenario could be a warning sign for short-term consolidation or a pullback, backed by utilities outperforming Mag 7 stocks. ======== Schwab Network ======== Empowering every inve...

SailPoint (SAIL) CEO Mark McClain poses the question to investors, "is A.I. good for you or bad for you?" He says the answer to both is, "yes." He says the tech is great for business efficiency but makes it difficult for cybersecurity firms. Mark talks about how his company bolsters software security for customers and the new opportunities A.I. presents for SailPoint. He also t...

Ben Ayers reacts to the May PPI coming in cooler than expected, arguing that the huge run in imports in 1Q before tariffs were in place is about to run out. However, companies seem to be bearing the brunt of tariff costs, so he thinks that we could see a smaller bump in prices this summer than otherwise. Higher prices will slow growth, and uncertainty about prices is also hampering growth, Ben say...

Sportradar (SRAD) is kicking off its partnership with DAZN for the upcoming FIFA Club World Cup in a big way. Patrick Mostboeck discusses the details of the deal and what it means for the business. He also touches on the company's expertise in in-play betting and fan engagement solutions, and why this partnership is a game-changer for the sports betting industry. ======== Schwab Network ======...

The tragic Boeing (BA) Air India crash opens new questions around safety for the company's aircraft. Tony Bancroft still believes the company is a long-term buy but says it needs to address the numerous headwinds it will face head-on. Tony later talks about the Gabelli Commercial Aerospace Defense ETF (GCAD) and how his firm picks stocks for the ETF. ======== Schwab Network ======== Empowering...

Daniel Altman explains his Baseline Profitability Index, which helps investors figure out the success of foreign investments on three criteria. 1: How much the asset’s value grows; 2: Preservation of Value; 3: Ease of returning the proceeds. The top countries on the index include India and Rwanda. He discusses demand for foreign direct investment by Americans and what it means for the global econo...

Nick Raich says "we don't care" about what Adobe (ADBE) reports in its second-quarter earnings. Instead, his focus will centralize on its outlook. Nick believes high growth in A.I. is critical for the stock to soar. Jeff McClean agrees that A.I. utilization is important for Adobe but argues investors need to pay attention to its above-average earnings and attractive valuation. ======...

Eric Clark thinks markets are overbought, but still sees opportunities. “We’re focused on how consumers are spending their time and money today,” he says, and so likes names like TJX (TJX) and Costco (COST). For TJX, he sees another “30%-40% upside” in shares. He thinks July earnings will be “very interesting” and reflect more of the tariff impact. He also likes Progressive (PGR), calling it the “...

Clayton Triick thinks inflation and the labor market are both softening. He talks about his expectations for Fed cuts this year as CME Fedwatch probabilities rise sharply towards the end of the year. “If we get less now, we’re more likely to get more later,” he argues, saying 2026 will see interest rates in the low 3’s. He sees opportunities in fixed income. ======== Schwab Network ======== Empowe...

Even as a "leader in the meme rallies," GameStop's (GME) "fundamentals make a difference" says George Tsilis. The stock sunk 25% on the session after announcing a private offering of $1.75 billion of convertible senior notes. George talks about why the reaction to the downside is so stark and explains how its Bitcoin treasury plans don't have as much leverage compared t...

Christian Munafo surveys the IPO market, saying the pro-business policies people expected from the Trump administration this year have not materialized. However, there are still notable IPOs this year, including Coreweave (CRWV), Voyager (VOYG), Chime (CHYM), and more. Still, he notes that even though, for example, Chime opened higher than its IPO price, it still falls under its private value afte...

Likefolio’s Megan Brantley covers United Airlines (UAL) for Fast Market. She notes a decline in web traffic across the entire sector but says there is a “clear divide” between DAL, UAL, AAL vs LUV, which is lagging far behind. However, she argues that economy class is making up most of the dip, while premium is seeing growth. “United is really revamping its brand,” she says, and is “doubling down...

Leo Feler and Chris Watling react to the May PPI, which came in below expectations. Chris calls this and the recent CPI report signs that companies are absorbing tariff costs rather than passing them onto the consumer. He also believes the Fed should be cutting rates. Leo highlights price jumps in materials for durable manufacturing as a warning sign. When manufacturing contracts between factories...

Charles Schwab's Liz Ann Sonders says you have to really comb through the CPI and PPI prints to see how the trade war is affecting the U.S. She points to the widening gap between services and goods numbers showing that divide. Additionally, Liz Ann notes "complacency" gripping markets, which she worries will lead to downside risk if investors don't defend portfolios. She also goe...

Steven E. Orr is concerned about inflation and thinks the Fed is late on lowering rates by over 6 months. “The markets are faster” than the Fed’s preferred data, he argues, and thinks AI can help forecast economic data. He is bullish on Royal Caribbean (RCL) and Cheesecake Factory (CAKE), and bearish on McDonald’s (MCD). ======== Schwab Network ======== Empowering every investor and trader, every...

Dan Deming is watching how market momentum is impacting individual stocks on today's Big 3. He sees Palo Alto Networks (PANW) holding bullish optimism with cybersecurity trends holding firm, UnitedHealth (UNH) forming a "staircase higher" after its 50% plunge, and Tractor Supply's (TSCO) long-term opportunity. Dan also offers example options trades for the stocks while Kevin Gree...

Alicia Reese with Wedbush talks all about the streaming wars on Wall Street. She first turns to Warner Bros. Discovery (WBD) splitting into two separate companies and explains how it drives growth for its top line. Alicia's firm is also reevaluating Netflix (NFLX) after the stock's outperformance, which she argues will face tests in its ad tier resiliency. She later discusses Roku Inc. (RO...

"Traders shoulder be feeling optimistic," says Jeff Schulze on the current market conditions. He believes the CPI inflation data offers a "really good dynamic" for investors while opening the door for more FOMC interest rate cuts. Jeff initially saw recession risk around Liberation Day, but now expects an economic reacceleration. ======== Schwab Network ======== Empowering ever...

A.I. monetization will be in focus for Adobe's after-hour earnings, according to Sam Vadas. She says the company needs to adapt with the evolving tech as competitors offer similar A.I. software for a fraction of the price. Joe Tigay will keep an eye on Photoshop revenue, which he sees as the company's legacy money maker. Joe also offers an example options trade for Adobe. ======== Schwab N...