Schwab Network

Garrett Nelson with CFRA is bullish when it comes to Tesla's (TSLA) long-term prospects but plans to "stay on the sidelines" near-term. On the company's robotaxi launch in Austin, Garrett points out the tentative June 22nd launch date as strange, leading him to believe Telsa wants to keep the event "low key." He adds concerns for Tesla's falling deliveries and earni...

Citi maintained a neutral rating on Palantir (PLTR) and gave the A.I. stock a $115 price tag. Diane King Hall points out that shares are trading just near all-time highs but adds that valuations continue to hedge against bulls. Analysts at Wolfe Research upgraded Datadog (DDOG), believing the company is undervalued at current prices. Diane later turns to Tapestry (TPR), which got an upgrade from T...

Kevin Green analyzes all of the big price action moving markets at the opening bell. He continues to see 6,000 as a level of support for the SPX, which recently faced pressure after tremendous upside. He also sees gold making setting itself up for a breakout, with technicals favoring bullish momentum. When it comes to silver, he calls the metal a "different animal." ======== Schwab Network =======...

Oracle (ORCL) continues to impress after posting strong cloud revenue for the previous quarter and stellar guidance for fiscal 2026. Jenny Horne makes a comparison to Broadcom (AVGO) in how rising A.I. players are testing the Mag 7's resilience. Speaking of, Meta Platforms (META) continues to draw attention, this time with a price target increase from BofA. ======== Schwab Network ======== Emp...

PPI fell fairly in line with expectations based on yesterday's CPI print. Alex Coffey weighs what the latest inflation data will mean for the Fed's rate cut cycle, especially with labor data coming in weaker. Boeing (BA) made tragic headlines after one of its Air India planes crashed soon after takeoff. Alex Coffey turns to the market action and shares the latest developments as they hit t...

Ahead of Adobe's (ADBE) latest earnings report, Tom White takes a look at the chart's setup as shares trade between its 200-day and 50-day moving averages. Adobe hit 52-week lows in April, but shares have climbed nearly 25% higher since. Tom later compiles an example options trade using an iron condor strategy. ======== Schwab Network ======== Empowering every investor and trader, every ma...

Shana Sissel says tariffs complicate the Fed's fight against inflation because of uncertainty. She believes the central bank is waiting for a way to justify a rate cut, but doesn't believe one is coming soon. Shana is positioning her portfolio for further volatility and provides several stock picks she likes, including CrowdStrike (CRWD) and Leidos (LDOS). ======== Schwab Network ========...

Kevin Horner looks at the meteoric rise in shares of Palantir (PLTR) and breaks down the technicals on the chart. Kevin highlights the support level seen at $133 and a potential upside target of $148 if the uptrend holds. Additionally, he notes that a test of the 20-day moving average around $118 could be a key level to watch. ======== Schwab Network ======== Empowering every investor and trader,...

Boeing (BA) shares fall after news of an Air India flight crashing shortly after takeoff. The plane was a 787 Dreamliner, the first recorded crash of that Boeing aircraft. Kevin Green discusses the impact on the aerospace industry. Later, he focuses on inflation data and the ripple effects it will have on the Federal Reserve ahead of next week's FOMC rate decision. ======== Schwab Network ====...

Shares of Boeing (BA) are lower after an Air India flight crashed. Oracle (ORCL) is higher after better-than-expected earnings. Datadog (DDOG) gets an upgrade. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1...

Multi-billion dollar A.I. investments from Meta Platforms (META) and Amazon (AMZN) are what Geoff Clauss calls "fantastic" ways to establish data center dominance. In the case of Meta, its 49% stake in Scale AI makes the case for the importance of start-ups as the space evolves. Geoff later talks about where he sees A.I. going by taking a closer look at its job and spending impacts. ====...

Stocks swung into negative territory after volatility struck early in the afternoon. However, Oracle (ORCL) rallied after hours after it posted strong guidance for fiscal 2026. Oklo Inc. (OKLO) shares powered to all-time highs after reaching a tentative agreement with an Alaskan U.S. Air Force base. Tesla (TSLA) delayed its highly-anticipated robotaxi launch in Austin over after CEO Elon Musk note...

Warner Brothers Discovery's (WBD) decision to split into two separate publicly traded companies has left many investors wondering if this move will prove profitable. CFRA's Kenneth Leon shares his thoughts on the split and why he's maintaining a hold opinion on shares of Warner Brothers Discovery for now. Meanwhile, he's more bullish on Roku (ROKU), reiterating his buy rating and r...

SailPoint (SAIL) saw a double-digit percent rally after it posted a bottom line beat and raised its full-year 2026 outlook. George Tsilis turns to other aspects catching investor interest toward the cybersecurity company. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download...

Oracle's (ORCL) guidance sent its stock soaring after hours. While the company posted a beat on the top and bottom line, it was a strong outlook on cloud revenue that gauged investor interest. Marley Kayden, Alex Coffey and Kevin Green take a closer look at the earnings to highlight other strengths and weakness they found in the report. ======== Schwab Network ======== Empowering every investo...

Joe Mazzola with Charles Schwab considers the tariff talks between the U.S. and China mixed, as both countries weigh A.I. chips and rare earth metal exports. He adds that the latest CPI print won't show impact of tariffs yet, though it will in the coming months. Kevin Gordon tells investors not to expect major tariff developments for months, or even years to come. ======== Schwab Network =====...

Dan Deming talks the commodities market. He thinks if gold can hit $3,400, it could “indicate the potential for further gains.” He thinks a weaker dollar will give it a tailwind for “several years.” He looks at platinum and silver, which have both seen strong runs this year. Dan points to $70-$72 as key levels to watch in crude. He also warns traders not to get “too comfortable” with Bitcoin’s rec...

Volatility early in the afternoon reversed gains earlier in the day. Kevin Green notes an uptick in VVIX affecting today's moves and weighs its impact on price action moving forward. He also warns investors of options expiration ahead that will cut into "relatively healthy" volume markets experienced recently. ======== Schwab Network ======== Empowering every investor and trader, eve...

Philip Straehl is still waiting for economic data to show tariff impacts. He expects two Fed rate cuts this year, with the first coming in September. Looking at the most recent jobs report, he notes a slowdown but argues it is a “gradual adjustment,” not the economy “falling off a cliff.” He sees opportunities in healthcare, small caps, and consumer names around the world. ======== Schwab Network...

Dan Geltrude and Tom Essaye break down Chewy (CHWY) earnings and the post-report sell-off. Tom says the market wanted a “beat and raise” but got a “beat and reiterate,” and thinks the drop is overblown. Dan agrees, saying investors had “too high expectations” and there is no “operational weakness” in the company. “I’m looking for bad news here – and I just don’t see it!” ======== Schwab Network ==...

The markets are overbought, and a “downturn could be coming at any moment,” says Bob Lang. “To be buying right now is a little dangerous.” He thinks investors should be preparing for a step down, possibly by buying puts. While Trump is still pressuring Powell for lower rates, Bob thinks that economic data will keep the Fed from cutting. ======== Schwab Network ======== Empowering every investor an...

David Stryzewski says he's "pretty optimistic" on markets, though not without caution. He makes the case that "we have to cut rates" and sees Jerome Powell being more dovish than hawkish. When it comes to market opportunities, David argues that investors need to watch silver due to its "very precious" nature. ======== Schwab Network ======== Empowering every inves...

Karen Veraa-Perry celebrates a record month for fixed-income ETFs in May. SGOV, Blackrock’s 0-3 month bond ETF, has seen $18 billion in inflows this year alone. Another trend to watch is active management within fixed income ETFs, giving investors someone to “steer the ship.” She expects interest to stay in the short end of the curve “for the next 18 months.” ======== Schwab Network ======== Empow...

George Tsilis turns to Quantum Computing (QUBT) and its massive rally off an already impressive year. The company is running higher alongside other quantum stocks after Nvidia (NVDA) CEO Jensen Huang said the technology is reaching an "inflection point." George talks about the positive trends for quantum stocks but warns of the short interest and volatility surrounding these names. =====...

David Nicholson talks all things Meta Platforms (META) and its A.I. developments. With CEO Mark Zuckerberg forming a "superintelligence" group and the company reportedly taking a 49% stake in Scale AI, David says the company is putting all its eggs in the A.I. basket. The big question: is it profitable? David weighs whether Meta's investments will become an "a-ha" moment or...