Schwab Network

European Tesla (TSLA) sales were nearly halved year-over-year, but it didn't seem to matter for investors. The stock rallied on headlines of CEO Elon Musk giving "24/7" dedication to the company. Caroline Woods weighs Elon's commentary to Tesla's sales figures and talks about how it's impacting analyst views on the Mag 7 stock. ======== Schwab Network ======== Empowering...

Kevin Hincks examines a pair of Dow Jones ($DJI) members on the move: UnitedHealth (UNH) and Boeing (BA). For UNH, he cites the recent struggles the stock has faced since its latest earnings report and provides an example long call diagonal trade. Then, for BA, Kevin illustrates an example call calendar options strategy in the aerospace giant. ======== Schwab Network ======== Empowering every inve...

Likefolio’s Andy Swan gives Schwab Network the rundown on Dick’s Sporting Goods (DKS) after it announced the acquisition of Foot Locker (FL). It also has quarterly earnings tomorrow. He compares visits between DKS and its rivals, including NKE. “The advantage Dick’s is working with is only growing,” he adds. The biggest risk he sees is upstart, direct-to-consumer brands. ======== Schwab Network ==...

Ben Rose considers Okta Inc. (OKTA) an essential holding in the cybersecurity space. He mentions the company's history of beating and raising previous earnings as a significant sign of strength, though he warns of outlook facing potential compression. Gerald Sparrow adds caution by telling investors to brace for a seasonally weak quarter. He also considers Okta a buy but advises against adding...

Jay Yu, President of Nano Nuclear Energy (NNE), joins Caroline Woods at the NYSE set to talk about the company's growth in nuclear power. He says the company is "coming to life" on creating micro reactors and is taking key steps to profitability. He also talks about how President Trump's executive orders meant to expedite the process on nuclear power plants applies to Nano Nuclea...

Jessica Inskip talks all about Big Tech on today's Big 3. On Alphabet (GOOGL), she makes the case that a new transformative tech offers a new avenue for its outlook. Jessica labels IBM Corp. (IBM) as a beneficiary of the growing cloud and blockchain space. As for Nvidia (NVDA), she points to its central role in the A.I. trade as an undeniable strength despite outlook concerns. Rick Ducat turns to...

"We could be a lot lower than where we are right now" in the coming months, says Chris Vermeulen. While he's bullish on the market's short-term prospects, he's bearish long-term. Chris points to gold's continuing rally as a "warning sign" for equities. It's also why his firm is long on gold and Bitcoin. ======== Schwab Network ======== Empowering every inves...

Companies like Walmart (WMT) and Target (TGT) painted a mixed picture when it comes to retail guidance. Jenny Horne notes tariffs among the pressures their peers face when it comes to this week's earnings. She talks about what investors need to know heading into reports for Macy's (M), Abercrombie & Fitch (ANF), and Capri (CPRI). Rick Ducat offers technical analyses for all three compa...

Mark McCarron thinks the Fed has room to be more supportive of this economy, but tariffs are putting them “on pause.” He thinks we “could be at the bottom of this cycle,” but says dangers like the tax bill still remain. He’s diversifying into gold and infrastructure, citing them as hedges against unexpected inflation. He also shares why he’s cautious around small caps and the Mag 7. ======== Schwa...

Dick's Sporting Goods' (DKS) acquisition of Foot Locker (FL) was met with a slew of price target cuts and even a downgrade. Caroline Woods talks about how the acquisition effects upcoming earnings for Dick's Sporting Goods and weighs if the recent downside action was overdone. Tim Biggam says it opened the opportunity for bulls to run the stock higher. He turns to an example options tr...

Minutes after the opening bell, the SPX retreated from premarket highs which started from a delay on EU tariffs. Kevin Green points out VIX becoming reelevated as a clear signal behind the reversal. He later turns to PDD Holdings' (PDD) massive sell-off and AutoZone's (AZO) mixed picture after earnings. Kevin also highlights an upgrade to hold from underperform on Southwest Airlines (LUV). =======...

@ProsperTradingAcademy's Scott Bauer says he "would not want to short" Okta Inc. (OKTA). He sees the cybersecurity stock breaking out following its earnings after the close today even after its gargantuan rally so far in 2025. While he doesn't expect high-teens-percentage growth to last, Scott says there's "no question" on Okta's long-term potential. George Tsil...

Jeffrey Kleintop says the E.U. trade talks will be much slower than the U.K. or even China because it requires collective agreement from the Union countries. Thus, he expects Trump to get frustrated and continue escalations, provoking market volatility. “Nearly every country – July 9 is the deadline,” he notes, but “we’re a long way away from formal trade agreements.” Jeffrey also looks at Chinese...

Reporting from the @cboeglobalmarkets, Kevin Hincks notes comments from the Trump administration on the EU tariff delay leading to this morning's rally. Not only that, but what he calls "pretty solid" durable goods orders added to the optimism. Some weakness, as Kevin points out, can be attributed to the FHFA Home Price Index. He also paves a possible path ahead for the Fed and its r...

The biggest name on Wall Street reports earnings after the bell tomorrow. Jenny Horne talks all things Nvidia (NVDA) ahead of the report that's expected to move markets. Concerns around tariffs and demand will be "critical" marks investors should watch. Turning to Tesla (TSLA), Jenny talks about its premarket rally as CEO Elon Musk assures his commitment to the company. ======== Schw...

Block (XYZ) catches an upgrade to begin the week, as BNP Paribas lifts the fintech company to an Outperform rating with a $72 price target. Rick Ducat looks at the stock price activity over the past year, pointing to recent lows and an RSI study that is trending slightly upwards. Later, Rick demonstrates an example options trade utilizing a call butterfly strategy. ======== Schwab Network ========...

Nigam Arora provides in-depth insights ahead of Okta (OKTA) earnings and the importance of the cybersecurity/digital identity stocks. He says the software vendor space is crowded, and believes OKTA could be a buy-out target. Nigam cites positive sentiment surrounding the stock, saying traders could look for a break above $130. He also likes Palo Alto Networks (PANW). ======== Schwab Network ======...

Eric Sterner joins Caroline Woods at the NYSE to explain his bullish stance on the market. He says investors need to get past this "cloud of uncertainty" surrounding tariff volatility. He doesn't see a recession this year citing a strong labor market and recent hard data including retail sales. Eric says he'd get more defensive if there is no trade agreement in place by mid-July...

Rachel Dashiell looks at the chart of Southwest Airlines (LUV) as fliers embrace the new normal: bags fees. Rachel says since the first week of May, shares of LUV have been in a tight-range of consolidation with support around $30.50 and resistance of $33. On a long-term vantage point, she looks at the 200-day moving average which is acting as a current support area. ======== Schwab Network ======...

Kevin Green kicks off the holiday shortened week with a full dive into the top storylines of the week. He looks at the weekend developments out of the White House, as a 50% tariff hike on the E.U. has been delayed to July 9. Meanwhile, investors are eagerly awaiting Nvidia (NVDA) out on Wednesday. But, KG also highlights this week's PCE data report as the Fed's preferred inflation gauge. F...

Equity futures are on the move higher after the Trump Administration announced a delay of its 50% tariff hike on the E.U. to July 9. Tesla (TSLA) shares are trending upward as Elon Musk posts he's back to work. And, Temu-parent company PDD Holdings (PDD) is down after an earnings miss. Caroline Woods has the latest. ======== Schwab Network ======== Empowering every investor and trader, every m...

Charles Schwab's Lisa Kidd Hunt shares her insights on the global investing landscape. Despite market volatility, Schwab's international clients are increasingly eyeing U.S. markets for growth opportunities. She highlights the popularity of Schwab's newly launched International Themes, which allows clients to invest in U.S. markets around specific themes like healthcare, artificial Int...

More retail earnings are on deck this week and will give investors a clearer picture into the tariff impacts. J.D. Durkin talks about the pressures Dick's Sporting Goods (DKS), Abercrombie & Fitch (ANF), and Best Buy (BBY) face heading into their reports. Rick Ducat offers another perspective through the technical trends in the company charts. ======== Schwab Network ======== Empowering ev...

Paul Powers goes Inside Out on Workday (WDAY) after earnings. “The market was looking for more aggressive growth signals,” he argues as the stock has fallen over 12% in early trading. Taking a long-term perspective on their AI work, he likes what the company is doing. He also likes CRWD, PANW, and PLTR for AI. George Tsilis offers an example options trade. ======== Schwab Network ======== Empoweri...

Alexis Browne Roberts calls this earnings season "very interesting" for retailers. She notes strength in companies like Home Depot (HD) and Urban Outfitters (URBN), while other stocks like Target (TGT) continued to sell off. Alexis believes companies with more diversified, U.S.-based supply chains will withstand tariffs. However, even giants like Walmart (WMT) face pressure of passing co...