Schwab Network

Today's CPI print showed a lower-than-expected headline number. Brian Jacobsen points out that it inches inflation toward the Fed's goal, adding that it increases the likelihood for an interest rate cut in July. David Doyle urges caution for investors when turning to the outlook, arguing that heavier inflation will pick up in the back half of 2025. ======== Schwab Network ======== Empoweri...

"The future is EV," says VinFast Auto (VFS) chairwoman Madame Thuy Le. Her company recently doubled vehicle sales guidance compared to last year's numbers, as Thuy Le explains how EV infrastructure in Vietnam and Asia support VinFast Auto. She also discusses how U.S. tariffs can affect the company's outlook. ======== Schwab Network ======== Empowering every investor and trader, e...

Dylan Taylor, CEO of Voyager Technologies (VOYG), joins the Schwab Network to discuss its IPO today. Voyager works with governments and commercial companies in the air and space industry. Dylan says the space and defense company’s contracts are “well-protected” in the proposed budget bill, and commercial players will “augment” the industry even with budget cuts. He also discusses Voyager’s Starlab...

“We are still in the early stages of a very meaningful revolution” in AI, says Doug Cohen. He talks about investing trends to watch around this field. He also names some wild cards: the U.S. debt situation and the potential for bond rates to rise. Right now, he likes short-term fixed income. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the M...

TheoTrade's Don Kaufman says he's "all beared up" on today's U.S. and China tariff developments and the latest CPI print. His bearish perspective isn't shifting on today's Big 3. He sees a roll over coming for Bank of America (BAC), tariff pressure pinning PDD Holdings (PDD), and Costco (COST) shifting to the downside. Don offers options trades for all three names whi...

Steven Dickens sees Oracle (ORCL) acting as a "bellwether" for how the rest of the earnings season will play out. His focus will be on the company's plans to accelerate its A.I. and cloud capabilities. Steve notes its Cerner acquisition as a short-term headwind that can serve as a "long-term strategic play." Tom White offers a pair of example options trades for Oracle. ====...

“This is fantastic!” Jason Greer reacts to the latest CPI data. Companies haven’t been passing tariff costs to consumers as much as feared, he says, and seems enthusiastic about potential trade resolutions. “Fundamentally, the economy is still really strong,” he adds. Referencing conversations he’s had with CEOs, he says the workforce is “stabilized” and labor remains relatively strong. ======== S...

Citi raised Microsoft's (MSFT) price target and called it a "top pick" in software. Marley Kayden dives into the analyst's report and highlights the notes on Microsoft's Azure business and potential A.I. revenue growth. Later, Scott Bauer says "it's really, really hard to short this stock" saying this kind of rally has been "a massive comeback." With s...

In a market trying to hold onto gains this morning, Diane King Hall analyzes three companies seeing down action after earnings. She talks about Chewy's (CHWY) sell-off despite a beat and how its recent price action may play a factor. On GameStop (GME), Diane notes a 55% in collectables revenue, though the company still missed on its top line as it navigates a shift to digital markets. GitLab (...

6,050 proved to be a wall for the SPX at the opening bell with the index pulling back from highs seen in the futures. Kevin Green analyzes the options activity surrounding the level and talks about why resistance is so strong. However, he adds that we likely won't see new lows due to the resurgence of market strength. One point of concern may come from the 10YR-3MO treasury spread, as Kevin po...

“CPI print is great,” watch for PPI tomorrow, says Jake Clopton. He argues that crude and copper are showing no economic worries, and he is “skeptical” that tariffs will have a large impact on the economy. He thinks the Fed is waiting to see what impact there is before moving on rates, especially as the labor market remains strong. However, he says risk remains to the upside on bonds. ======== Sch...

Month-over-month CPI ticked a tenth of a percent higher, falling below Wall Street's expectations. Kevin Hincks calls the CPI print a much needed one that shows a winning fight against inflation that includes a 12% cut in gasoline prices. He later turns to the latest tariff developments between the U.S. and China, which have entered day three of negotiations in London. ======== Schwab Network...

Tesla (TSLA) continues to drive headlines as CEO Elon Musk apologizes for his social media feud with President Trump. Jenny Horne also notes Musk's comments on Tesla "tentatively" setting a new cybercab launch for June 22nd in Austin. She later turns to Nvidia (NVDA) CEO Jensen Huang's comments that quantum computing is reaching an "inflection point" as the company reac...

Chris Versace says the CPI print is a "big relief" to the market, and adds his only concern is if investors "overreact" to this report. On U.S. and China trade talks, he cautions investors to wait for final details instead of headlines from social media posts. In terms of stock picks, Chris speaks about Amazon (AMZN) and its growth in advertising. Other picks from Chris include...

Ahead of Oracle (ORCL) earnings, Tom White looks at chart patterns taking shape on its chart. He points to the RSI move back above the "overbought" conditions, as shares have rallied 50% from 52-week lows. Later, Tom pieces together an example options trade demonstrating a call diagonal with a bullish tilt. ======== Schwab Network ======== Empowering every investor and trader, every mark...

Eric Pan joins Diane King Hall at the NYSE set to discuss his investing outlook amid ongoing trade negotiations. He focuses on the $7T in money market funds that are sitting on the sidelines, saying any progress on trade deals could bring investors' dry powder back into the stock market. Eric and Diane react to the latest CPI print, what it means for the Federal Reserve's rate policy and h...

Following Citi's price target hike for Microsoft (MSFT), Rachel Dashiell examines the technical perspective on the chart. The stock reached all-time highs this week, but Rachel points out the RSI study reaching overbought conditions at the same time and cautions investors of potential candle formations that could stunt the recent bullish trend. ======== Schwab Network ======== Empowering every...

Kevin Green kicks off the trading day with a look at headlines out of the U.K. as U.S. and China representatives point to progress in trade discussions. KG later looks at the move in Tesla (TSLA) as Elon Musk provides a tentative June 22 start date for its Robotaxi business in Austin. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market M...

Tesla (TSLA) shares are up as the company targets June 22 for its Robotaxi launch date. Microsoft (MSFT) gets a price target hike from Citi. And, Arista Networks (ANET) receives a downgrade to start the day. Tom White runs through notable movers ahead of Wednesday's open. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute new...

Likefolio’s Megan Brantley compares Meta Platforms (META) to Spotify (SPOT) in its use of AI around content. She thinks Zuckerberg going “all in” on AI is starting to bear fruit, especially for its ad segment. She calls its “massive” ad platform a huge propeller for the business, and “sees signs” of higher engagement from consumers, particularly on Instagram. Megan expects it to be a “very large w...

Andrew Brenner believes the uptrend in equity valuations made stocks expensive compared to bonds. He says it could be smart for investors to move into the bond market... just not yet. A lack of institutional inflow has Andrew believing more equity rallies are coming. With the Fed making its interest rate decision next week, he weighs inflation data against recent job prints. Andrew later talks abo...

Stocks continued Monday's rally with all major indices rising into the green, and the Mag 7 were behind a lot of today's biggest moves. Meta Platforms (META) is reportedly seeking a major stake in Scale AI with a near-$15 billion price tag, while OpenAI eyes Alphabet's (GOOGL) Google Cloud for its tech. Tesla (TSLA) rallied as the top Mag 7 performer with Elon Musk and President Trump&...

Trade tensions may be here to stay, but that doesn't mean the market volatility will stick around. Ahmed Riesgo believes the recent market rebound is genuine, driven by a shift in policy from both the U.S. and China. With interest rates stabilizing and equities recovering, Riesgo thinks the worst of the trade war-induced sell-off is behind us. As investors look beyond the noise, he sees a U.S....

Hessam Nadji discusses the commercial real estate market. Despite volatility and uncertainty around interest rates, Nadji sees opportunities for investors seeking cash flow and tax advantages. He notes that while the office sector has been impacted by the pandemic, not all office buildings are distressed, and newer, suburban assets are faring better. He also highlights the retail sector's surp...

Charles Schwab's Mike Townsend says we're in a "funny, little, quiet" period in D.C. as the Senate turns attention to the GOP's "big, beautiful" tax bill. Mike notes American optimism the bill will be passed by July 4th is likely a "false marker," believing there will be a greater focus on the debt ceiling at the end of July. Liz Ann Sonders turns to the j...