Schwab Network

“Volatility cuts both ways,” Ted Weisberg says – it can be positive or negative. He also cautions investors to remember that a lot of daily trading is driven by algorithms. He calls Meta (META) his “closet favorite” in the tech industry, but also likes GOOGL & ORCL. We “seem to go from one debacle” to another, but the good news is that the markets are still “defying gravity.” He likes short-te...

What began as a day with some weakness ended with all major indices closing higher. President Trump doubling steel and aluminum tariffs led to the initial downside action. BofA boosted its price target on Amazon (AMZN) off bullish sentiment for its robotics and A.I. prospects. Crowdstrike (CRWD) also got a slew of price target hikes and hit a new all-time high ahead of earnings Tuesday. Marley Kay...

Beauty stocks like Ulta Beauty (ULTA) and e.l.f. Beauty (ELF) are defying consumer headwinds, but what does this resilience say about the broader market? Alexis Brown Roberts shares her take on the "lipstick effect" and what it means for the economy. She also discusses her firm's investment strategy, including their exposure to gold and why they're favoring a more diversified pla...

Applied Digital (APLD) rallied close to 50% on the session after signing a 15-year, $7 billion deal with Coreweave (CRWV). That amount is three times the size of Applied Digital's current market cap. As George explains, the company will deliver 250 megawatts of IT workload to Coreweave's North Dakota data center campus. One concern George has: Applied Digital has not posted a profitable qu...

Tariff and DOGE impacts on inflation and employment data still has yet to be seen, says Charles Schwab's Liz Ann Sonders. A hiring lag paired with low layoffs can still wave a warning flag to investors. Mike Townsend tells investors to watch developments on the "big, beautiful bill" the House recently passed. Mike says any significant changes to the language by the Senate could send...

Scott Bauer covers the commodities market. “You have to buy gold on any dip,” he says, “buyers are relentless.” Silver, he notes, has a lot of catch up to do. Moving to crude oil, he calls its gains today “surprising” but says it might’ve already been priced in. He also points to Canadian wildfires hurting producer capacity there as well. Regardless, “it is a sell the rip.” He still believes Bitco...

“Overall, things are getting better than they were,” argues Ben Harburg on tariffs and trade. He thinks Treasury Secretary Scott Bessent will be the one leading negotiations and that the U.S. will be a little cautious because of China’s outsized position in U.S. Treasuries. He looks at opportunities in Chinese stocks, from retail to food & beverage to consumer electronics. ======== Schwab Netw...

Cinthia Murphy names ETFs for traders and investors to watch. Equity demand has “really slowed down” from the start of the year as uncertainty sticks around, she notes. Instead, market participants are looking for diversification and safety, including in international equities. VXUS, SPIY and other funds are on her mind now. Looking at the bond market, she compares the short and long-term areas of...

Kristin Bentz and John Buckingham preview Dollar General (DG) earnings. Kristin calls it a “great defensive play for the consumer,” and likes “what they’re doing with SNAP and Instacart.” She also says it will do well within any economic downturn. John, on the other hand, sees a problem with valuation: it’s “expensive” considering its recent performance. “I’m just not convinced Dollar General is g...

Today's options corner turns to tech and banking when it comes to unusual trades. Rick Ducat turns to a Nvidia (NVDA) where he says "bullish" is an understatement. He also looks at a strangle options trade in Bank of American (BAC), and a bearish play on Zebra Technologies (ZRBA). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to th...

Jerry Sneed talks about the worries investors had when the SPX dropped to 4,800 in April and why he sees the index climbing to 6,500 by year's end. While tariffs remain an overhang, Jerry sees a clearer runway to trade deals helping the market's outlook. On crypto, he sees Bitcoin's price action as a signal of growing investor reliance. Jerry also talks about why he likes Crowdstrike (...

"New all-time highs for tech are on the horizon," says Wedbush's Dan Ives. He believes the next leg of A.I. is coming as it transitions from hardware to software. Autonomous driving is another industry Dan expects to boom with Tesla (TSLA) in the driver's seat. He sees the Big Tech giant reaching a $2 trillion market cap with its robotaxi and robotics divisions driving growth. Da...

Scott Mushkin highlights trends in discount retailers. He thinks the Dollar General (DG) earnings report tomorrow will be “fine,” but he is concerned about its outlook. He cites everything from competitors like Walmart (WMT) and Amazon (AMZN) to RFK Jr.’s MAHA push as worries into 2026. On the other hand, he is “intrigued” by Dollar Tree (DLTR), although it sells a lot of merchandise from China. S...

Dollar General (DG), Dollar Tree (DLTR), and Five Below (FIVE) all report earnings this week. LikeFolio's Landon Swan shows his company's data highlighting the winners and losers in the discount store space. However, as Landon explains, the "trade down" mentality for American shoppers isn't going away anytime soon. He also turns to Walmart (WMT) and offers his long-term bull...

Mark Vitner and Susan Spence discuss May ISM Manufacturing PMI missing expectations. “It’s the lowest level we’ve seen since the financial crisis,” says Mark, but sees some resilience in manufacturing. “The uncertainty around the tariff whiplash is not good for business,” emphasizes Susan, and it would take months to turn around even if trade issues were resolved tomorrow. “The inventories for cus...

Phil Streible explains what’s driving crude oil’s rise as the price rises above $60/barrel. He says the OPEC+ production hike is smaller than expected, but “the question is” how many more hikes are ahead. Wildfires in Canada are limiting production there, and Russia was hit by a major Ukrainian offensive over the weekend. He sees “massive resistance” between $63-$65 dollars. He also looks at gold...

Scott Bauer with Prosper Trading Academy expects to see a "cautious market" as macro uncertainty lingers but sees options opportunities for investors. He favors Salesforce's (CRM) current price and upside potential, sees a "very bearish" trade in e.l.f. Beauty's (ELF), and expects long-term bullish potential in Alphabet (GOOGL). Rick Ducat gives investors in-depth techn...

Dean T. Smith looks at import data, saying tariffs have “really started to affect things on the ground,” and, “things are going to get worse before they get better.” Uncertainty is weighing on the market, he argues, and it’s making bonds looks like risky assets. He thinks rates could go “quite a bit higher” from here. He adds that it’s “entirely possible” we don’t see any rate cuts this year. ====...

Dena Jalbert gives the outlook for M&A. She says lenders are having difficulty quantifying growth, making them more hesitant to support deals and leaving cash on the sidelines. Roughly $1.2 trillion has been raised in the private markets that’s looking to be deployed, she adds. “There’s usually a 50% leverage,” she notes, and that money has to be “deployed in a specific amount of time.” She th...

"You cannot not believe in science," says Tsvetta Kaleynska. She sees biotech companies outperforming in 2025 despite a slow start to the year. Tsvetta argues investors need to understand that many companies don't just produce medicine, but also medical supplies, which contributes to profits. She sees Abivax (ABVX) as an international outperformer and expects Eli Lilly (LLY) to make...

BofA became the latest analyst to increase its price target on Amazon (AMZN) to $248 from $230 with optimism Amazon's robotics and A.I. can increase warehouse efficiency. Marley Kayden talks about BofA's hike and how the Mag 7 giant's A.I. advancements can expand runways for other companies. Prosper TradingAcademy's Charles Moon offers an example options trade for Amazon and talks...

Several steel and aluminum companies like Cleveland-Cliffs Inc. (CLF) and Nucor (NUE) saw double-digit rallies after President Trump announced he will increase steel tariffs to 50%. Diane King Hall goes deeper into the developments. Boeing (BA) pushed higher after BofA upgraded the stock and gave the company a Street-high price target. Diane also turns to Truist's mixed view on fintech compani...

Jim Bianco doesn't see tariff headlines swinging markets like they did in months prior. However, if 10-year treasury rates tick higher, Jim warns investors to brace for a "capped" stock market due to valuations. On interest rates, he says "everyone wants a rate cut badly," but a lack of weakness in inflation and employment only creates the argument for a rate hike. ========...

Shares of Amazon (AMZN) are relatively flat ahead of Monday's open. The analysts at BofA raised the stock's price target to $248 from $230, keeping a Buy rating on its shares. For the technical perspective on AMZN's chart, Rick Ducat points to short-term relative performance among its simple-moving averages as something for traders to watch. Then, Rick provides an example options trade...

Ken Leon says CFRA is still overweight the Financials sector, but his firm has downgraded JPMorgan Chase (JPM) and Bank of America (BAC) saying it was time to move to the sidelines on these individual stocks. Ken says near-term potential upside is limited for both big banks, and doesn't "see the needle moving" in a "muted quarter coming up." CFRA cut both stocks to a Hold f...