Schwab Network

Equity futures are relatively unchanged ahead of Tuesday's open. Kevin Green joins Morning Movers to discuss today's biggest headlines, including the ongoing trade negotiations between the U.S. and China. He points to the addition of Howard Lutnick as a new piece to the equation. For today's trading range, KG sees 6040 to the upside, but highlights 6020 as a "big area" to wat...

Tesla (TSLA) CEO Elon Musk and President Donald Trump appear to take steps to mend relations. McDonald's (MCD) gets a double downgrade at Redburn. And, Apple (AAPL) shares are on the move as investors react to the company's latest announcements from WWDC. Tom White has the latest. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Mark...

Dale Smothers doesn't expect a rate cut from the Fed next week but still sees two rate cuts before the end of the year. However, he says that all depends on how strong future CPI prints come in, particularly July's. Turning to the Mag 7, Dale believes Apple (AAPL) has room to catch up to the rest of the Mag 7's recovery. He expects Nvidia (NVDA) to continue leading markets as the &quot...

Markets opened the week higher despite consolidation seen in the major indices. One company that did not join the move higher was Apple (AAPL) after the Big Tech giant's Worldwide Developers Conference disappointed investors over a lack of A.I. showings. One report suggests Meta Platforms (META) will bolster its A.I. offerings through a $120 billion investment. Air mobility stocks like Archer...

Adam Patti, CEO of Vista Shares, joins Market on Close to discuss the VistaShare's Wild ETF. Patty explains how the fund's selection process works, citing companies like Meta (META), MicroStrategy (MSTR), Super Micro (SMCI), Palantir (PLTR), and Tesla (TSLA) as current holdings. He also addresses concerns about market volatility and potential "copycats," emphasizing the importanc...

IONQ Inc. (IONQ) rallied after it bought U.K. quantum computing start-up Oxford Ionics. It's a big move for the company, though George Tsilis points out that IONQ still has to achieve profitability. The bet comes down to how profitable quantum computing can become. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter...

Charles Schwab's Collin Martin doesn't expect any surprises from the Fed in next week's interest rate decision. He points to the latest jobs report signaling an unchanged rate. However, Collin says changes to the dot plot beyond two cuts are possible. He believes inflation will remain on the backburner for the FOMC, which he sees focusing more on the labor market long-term. ======== Sc...

Gold is holding steady, but silver is shining with a 13-year high on strong industrial demand and supply deficits. Scott Bauer sees the gold-to-silver ratio narrowing, making silver a buy. In oil, a bearish forecast from S&P Global Commodity Insights predicts prices could fall below $50 a barrel due to OPEC supply, but Bauer isn't ruling it out. Bitcoin, however, is defying gravity, nearin...

Kevin Green calls today's trading action "boring" with the SPX trading within a 20-point trading. Tariff talks between the U.S. and China getting extending to tomorrow, combined with Apple's (AAPL) "nothingburger" WWDC event, kept risk-on sentiment off the table. However, Kevin tells investors to brace for a ramp-up in volatility in the coming weeks. ======== Schwab Net...

XCF Global (SAFX) CEO Mihir Dange discusses the company's mission to decarbonize global aviation through synthetic aviation fuel (SAF). He discusses XCF Global's IPO, production capacity, and plans for expansion, including a potential pipeline of 1.6 billion gallons by 2028. He also shares insights on growth drivers, including the need for 4,000-5,000 new facilities to meet demand, and the...

John Schloegel shares his market insights and favorite undervalued businesses, including Merck & Co. (MRK) and PepsiCo (PEP). He also discusses the potential for a pullback in the 60/40 portfolio and why he's not convinced it's dead yet. He emphasizes the importance of patience and long-term thinking, citing Warren Buffett's advice to only need one or two good investment opportunit...

Nvidia (NVDA) was the number one sold stock by Charles Schwab's clients, according to Joe Mazzola. Meanwhile, UnitedHealth (UNH) was the second-most bought stock even though the company slipped 50% in the span of weeks. Joe attributes the strange trend to a rotation out of tech to a "month of dip buying in unloved names." He notes lasting uneasiness, with Joe suggesting clients are m...

Warner Bros. Discovery's (WBD) planned split sends shockwaves through the industry. Netflix (NFLX) continues to lead, though Disney's (DIS) high engagement and subscriber growth could tighten the gap. Comcast (CMCSA) and Paramount (PARA) are still vying to pull streamers from those streaming giants. Jamie Myers and Seth Schachner break down the winners and losers in the increasingly crowde...

Chad Beynon sees strength in luxury travel and gaming despite a compression in booking windows and pressure on lower-end chains. His top pick is Hyatt Hotels (H), citing strong upscale and luxury properties. He's also bullish on Caesars (CZR), driven by growth in digital market share and sports betting. Beynon remains optimistic about the U.S. gaming industry, expecting 20-30% growth in the di...

Max Wasserman believes there are warning signs on the horizon, including a potential spike in the federal deficit and stubborn inflation. He thinks the Fed made a mistake by even considering a rate cut, and instead predicts they'll keep rates steady for the rest of the year. He's finding investment opportunities in areas like short-term bonds, treasuries, and select sectors outside of tech...

Companies like Rocket Lab (RKLB), Archer Aviation (ARCH) and Joby Aviation (JOBY) saw up to double-digits percent rallies after President Trump signed executive orders that aim to boost drone security and electric air taxi aircraft. Diane King Hall gives more insight on why these stocks launched on the news and talks about headwinds and tailwinds the executive orders present for the industry. ====...

Valuations serve as a key headwind for Spotify (SPOT), though LikeFolio's Andy Swan sees little to no downside in the company. "Everything's going Spotify's way," says Andy, pointing to the streamer taking over radio's market share and overthrowing Apple's (AAPL) iTunes as the primary digital streamer for music. He argues the biggest risk to Spotify is the unknown. ==...

Beth Akers breaks down the proposed reforms to student debt in the "big beautiful bill," including a simplification of student lending, reduced loan options, and new repayment options. She also discusses how these changes aim to create incentives for institutions, rather than just borrowers and lenders. Akers addresses concerns about existing loans and programs and highlights the importa...

David Schassler believes gold will hit $5,000 within the next couple of years. His reason: de-dollarization, fueled by recession risks and growing valuations on Wall Street. Axel Merk goes a step further and points to tariffs being another driving force behind gold's growing bull run. He sees trade and financial uncertainty surrounding tariffs leading more investors to move out of equities and...

Today's Big 3 shows a lot of diversity between industries, though Kenny Polcari notes all have seen significant moves that can ignite further volatility. Kenny talks about why L3Harris (LHX) is in an industry investors "should be concerned about," CrowdStrike's (CRWD) support as it approaches overbought territory, and Groupon's (GRPN) big billings growth. Charles Schwab's...

Ibrahima Tall, CEO of Namib Minerals (NAMM), talks about his company's focus in the gold mining space after it went public last Friday. Namib owns three gold mines in Zimbabwe, though Ibrahima talks about other ways the company diversifies itself with its footprint in the minerals industry. He remains bullish on gold after its price soared in recent months. ======== Schwab Network ======== Emp...

Jason Ware says investors aren't looking for absolutes when it comes to trade deals, just whether talks are improving or worsening. His optimism on trade talks comes with a caveat: any progress could mean months, or even years before deals with the biggest countries are finalized. On equities, Jason makes the case for markets drifting higher in the second half of 2025. ======== Schwab Network...

CoinDesk's Andy Baehr talks about Bitcoin establishing a new "characteristic" behavior after trading within a 10% range over the last month. The issue of projecting future price action will be a lack of catalysts for it and other stable coins moving forward. The most recent catalyst was seen in Circle's (CRCL) IPO last week, which Andy calls a "big moment for blockchain.&quo...

Changes in the ways the U.S. harnesses energy shifted supply in favor of demand. Parag Sanghani points to data centers as a driving force that will shift that perspective as technology evolves. Parag talks about the ways his firm uses energy companies through ETFs and how they navigate energy volatility. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subsc...

Chewy (CHWY) is trading lower ahead of its earnings on Wednesday, though the stock pushed tremendously higher from its $22 price one year ago. Marley Kayden talks about Chewy's outperformance and how its big rally higher drew skepticism from analysts on a continuing run. Charles Moon with Prosper Trading Academy talks about strategies to tackle options through an example trade. ======== Schwab...