Schwab Network

Five Below (FIVE) shares rise after the discount retailer reported an earnings beat. FIVE raised its FY25 EPS and revenue guidance as it believes consumers will trade down with tighter budgets. CEO Winnie Park added "our customer-centric strategies focused on product value and experience are working." Jenny Horne looks at FIVE's exposure to China and breaks down the earnings figures....

Broadcom (AVGO) earnings are due to report after Thursday's close. Ahead of the latest quarterly figures, Tom White takes a look at the stock price surge seen in its shares since the beginning of 2025. He later illustrates an example options trading strategy using a call butterfly with a bullish tilt. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subs...

From 1985-2002 under both Republican and Democratic administrations, Phil Gramm served in the U.S. Senate representing the state of Texas. He joined Diane King Hall at the NYSE to discuss his latest book "The Triumph of Economic Freedom: Debunking the Seven Great Myths of American Capitalism" and the state of the U.S. Economy. Sen. Gramm weighs in on President Trump's tariff policy,...

James Demmert drops by the NYSE set with a couple of stocks to watch: Intuitive Surgical (ISRG) and BYD (BYDDY). He says both are plays that avoid a potential U.S. slowdown. Ahead of Broadcom's (AVGO) earnings, James says it is the "semiconductor company people don't think about" but believes that its diversified business gives it strength. He's expecting AVGO to beat expecta...

Five Below (FIVE) is on the move after earnings. Ben Watson looks at resistance around $125 in the short-term breakout after its report. But, on a longer-term view, Ben points to potential bullish signals on its RSI momentum study. Shares of the discount retailer are hovering just below 52-week highs. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscrib...

Kevin Green says markets are in a holding pattern ahead of Friday's May jobs report, but adds that weak ADP numbers and slowing economic data could be a warning sign. Green notes that while a rate cut is priced in, it may not be all bad news for equities, especially if it's seen as a way to combat a slowdown. KG says a break below 5940 could bring in more sellers. In earnings news, MongoDB...

Tesla (TSLA) shares are in focus as tensions rise in Elon Musk's relationship with the White House. Visa (V) charges ahead after an upgrade from Mizuho. And, MongoDB (MDB) soars after the software company posted stronger-than-expected earnings. Tom White has the latest. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsl...

Gareth Wilson breaks down the 2025 World Wealth Report. U.S. millionaires grew by 562K, reaching 7.9 million. Looking to the markets, he notes that high-net-worth individuals are investing more in alternative assets – up to 15% of their portfolios. “Over the next 25 years we’ll see a significant shift in wealth” from Baby Boomers to younger generations, he adds, to the tune of trillions. Younger g...

Tesla (TSLA) bulls are preparing for the Mag 7 company's expected robotaxi launch later this month, though CFRA's Garrett Nelson urges caution. He says its Cybercab could be a letdown. One advantage Garrett believes Tesla has over competitors like Waymo: scalability. With sales plunging in China and Europe, Garrett warns that Tesla's finances in second quarter "may not be much better" than the fir...

Stocks closed the session mixed after seeing two straight days of gains across the board. CrowdStrike (CRWD) and Dollar Tree (DLTR) created a lot of downside action in the SPX after earnings. Amazon (AMZN) served as a bright spot with its $10 billion investment into A.I. expansion in North Carolina. Marley Hayden takes investors through the trading session's top stories. ======== Schwab Networ...

Tom Siebel, CEO of C3 AI (AI), calls his company's $100 million task order with the U.S. Air Force "one of the largest on Earth" in the A.I. space. He says the implementation of C3's Panda Software will make the Air Force's tech more reliable and will offer cost-saving measures down the road. Tom goes a step further to explain A.I. prospects in warfare and defense. ======== S...

Guidewire (GWRE) soared 16% to a new all-time high after the cloud service and insurance company posted better-than-expected earnings. George Tsilis goes beyond the numbers in the report to explain other factors behind today's rally. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/sub...

While U.S. markets appear to shake off tariff headlines the longer they last, Charles Schwab's Michelle Gibley says the impact continues on the inflation front. She weighs global pricing pressure and its correlation with the U.S. Dollar. Sticking with the global front, Michelle talks about what led Canada to hold interest rates as the European Central Bank makes its decision Thursday. ========...

The spring home selling season has disappointed. Brad Hunter covers builders losing confidence, falling prices, and the “dismal” drop in buyers. The “lock-in effect” of lower mortgages is holding strong, and he doesn’t expect rates to fall substantially in the near future. Florida and Texas “have seen the worst of it,” he adds, with buyers aged 55+ nervous about the stock market, but thinks they c...

The SPX continues to waver in range-bound action, which Kevin Green says "makes sense" when you look at the technicals. He talks about headwinds still ahead for the index on its path back to 6,000 but believes bulls hold momentum. The 10YR-3MO treasury spread trending downward could become a roadblock in the coming trading sessions. Kevin also looks at the continuous squeeze on Coreweave...

Joseph Bonner looks at CrowdStrike (CRWD) earnings as the stock sells off. He thinks their earnings story has a “disconnect,” but is maintaining a Buy rating and $388 price target. “We should expect more momentum” for its revenue growth in the future, particularly with agentic AI integration. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the...

“June is a pretty boring month” historically for markets, Sam Stovall says. On tariffs, he thinks Trump wants to keep the increased 50% steel tariffs on for his entire term. He sees an impact on carmakers, which will send a ripple across the entire car market, new and used. Aerospace could also become an issue. He thinks Canada and Mexico could carve out some exceptions through quotas, but the E.U...

Frances Katzen describes the phenomenon of “Nepo Homeowners” and the turbulence they’re adding to the housing market. The trend encompasses first-time homebuyers relying on parents’ money to finance their real estate purchases. “There is a lot more swiftness and competitive nature” with parental backing, she adds. ======== Schwab Network ======== Empowering every investor and trader, every market...

Global vehicle deliveries continue to drag on Tesla's (TSLA) top line. The China Passenger Car Association reports that sales fell 15% since last year, as the EV giant continues to lose ground to Chinese competitors like BYD Co. (BYDDY). Diane King Hall looks into the trends behind Tesla's falling sales and the pressure it adds to the company's highly-anticipated robotaxi launch. =====...

Matt Tuttle sees MongoDB (MDB) filling a gap to the upside. Even with ballooning valuations, Matt believes the software company will win investors over if it posts a strong outlook and overturns last quarter's concerns. George Seay doesn't agree on valuation, arguing that earnings need to mature to "make sense" of current levels. He worries a market filled with "exuberance&q...

“I’ve got indigestion from the market.” George Noble counsels caution, saying the market is bad at pricing uncertainty. He focuses on U.S. dollar weakness and the implications for equities: the U.S. “may win the trade war” but will “lose the capital war.” He thinks the bond market is the “thing to watch” right now, and that investors should buy gold. ======== Schwab Network ======== Empowering eve...

David Nelson reacts to Jamie Dimon’s remarks around the dollar, agreeing that “we could lose” our place as the world’s reserve currency. “As the deficit widens,” Treasury buyers will demand higher yields, he says. “What we’re really riding on [for markets] is the AI trade,” he argues. His stock picks include Huntington Ingalls (HII), TJX Companies (TJX), and the UTES ETF. ======== Schwab Network =...

Likefolio’s Andy Swan previews Five Below (FIVE) earnings, which are after the bell. “They have a really nimble business model,” he says, and thinks they’re “executing extraordinarily well” on a turnaround. He points to web visits surging this year and compares it to stock price action. He also brings visits data showing double-digit growth, actually beating Walmart (WMT). ======== Schwab Network...

Dollar Tree (DLTR) sold off despite posting a double beat in earnings. Chris McMahon thinks the current stock price is a "sale" and sees significant upside over the next 6 months. That momentum is expected to come from boosted foot traffic and higher price tags. Nick Raich isn't as bullish, calling its weakened guidance over tariffs "an excuse" for Dollar Tree. He points ou...

Stocks, ETFs and volatility are all in focus for TheoTrade's Don Kaufman. He leans bearish on Boeing (BA) after the plane maker saw a substantial rebound rally in recent months. Don later explains why he's bullish on the VIX and iShares Silver Trust ETF (SLV). Rick Ducat dives into the technical trends he sees in the charts. ======== Schwab Network ======== Empowering every investor and tr...