Schwab Network

Daniel McGahn, President & CEO of American Superconductor (AMSC), discusses the company’s recent earnings and its outlook. The company is focused on using superconductors to optimize power systems. “We’ve been able to minimize” tariff risk, he says, because most of their products are made in the U.S. and most of its business is also here. He talks about why the company is critical as our power...

Ahmed Riesgo argues that the Saudis are “purposefully flooding the market” with oil to aid the Trump administration by driving down the price of oil and pressure Iran and Russia. He thinks Moody’s downgrades of U.S. credit is “15 years late to the party.” The U.S. “doesn’t deserve a triple-A rating,” he adds, with no sign of the country curbing its spending anytime soon. He expects the Mag 7 to “e...

Americans are expected to travel in masses for the Memorial Day weekend, though @gasbuddy's Patrick DeHaan says they're still "jittery" on future road trips. One warning sign he urges investors to note are unexpected storms that can shut refineries down. Kyle Cooper argues that can be offset by "all-time high" oil production in the Gulf of Mexico. The greatest headwind...

Mirion Technologies (MIR) rallied to highs not seen since 2009 after President Trump signed executive orders meant to accelerate approvals for nuclear reactors. George turns to the today's nuclear rally and talks about how it doesn't just boost optimism for A.I., but also for small cap nuclear companies like Mirion. ======== Schwab Network ======== Empowering every investor and trader, eve...

@CharlesSchwab's Joe Mazzola says there's a lot to take away from today's trading session. For one, he's "impressed" with the way dip-buyers lifted stocks off session lows despite the developing tariff headlines. On yields, he discusses why yields may not have gained as much traction as others expected. Heading into the long weekend, Joe urges investors to keep an eye on...

Phil Streible's take on Bitcoin? "Really incredible." He says the "euphoria" is there with open-interest reaching an all-time high alongside Bitcoin prices. He points to open-interest contracts up to $400k, which indicates bullish sentiment in the crypto asset. Phil believes the "floor for Bitcoin has been raised" looking at $70k-$80k as a thing of the past. He ad...

Keith Buchanan points to "very critical levels" on the 10 & 30-year yields putting pressure on risk-on assets. He adds that his approach is to pull back some risk in equities, with valuation concerns in large-cap growth names. Keith says he's "taking our cues from the fixed income market." He adds the apparent pressure point on the 4.5% & 5% levels for the 10 &...

Dana Telsey discusses this week's notable retailer earnings and explains why certain brands are performing better than others in the face of tariff uncertainty. She says the "trade down" effect is visible in consumer activity as they try to avoid higher prices later this summer. Dana recaps her firm's price target and rating changes for TJX Companies (TJX), Ross Stores (ROST) and...

Friday's session closed off the lows but heavier selling pressure pushed stocks off highs. The week closed down for the second time in the last seven. Kevin Green offers a technical view into the SPX why the "really good run" was destined to face pressure. On the NDX, KG shows how bulls are trying to hold a consolidation range to maintain momentum. ======== Schwab Network ======== Em...

Even with selling action surrounding Moody's U.S. credit rating downgrade and the 20-year bond auction, Maulik Bhansali says it was "orderly" and shouldn't ignite panic. He actually considers this a "kid in a candy store" moment for bond buyers. Mulik talks about where bond investors can take advantage of current levels. On the Fed, he expects Jerome Powell and company...

"The less we're talking about tariffs, the more optimistic I am," argues Jed Ellerbroek. He sees promise in A.I. but says it can change depending on President Trump's next Truth Social post, seen today in his threat to raise E.U. tariffs. His firm sees Nvidia (NVDA), Alphabet (GOOGL) and Microsoft (MSFT) as top picks despite tariff volatility. Jed also explains why Transdigm Grou...

Michael Green throws cold water onto market positivity. In bonds, he talks about why buying at rates of 4.5% is about much more than the number itself. He also shares skepticism on Bitcoin's all-time high rally, noting that institutional interest isn't all the cryptocurrency needs to thrive. Michael adds that the rally in equities only depends on "the time of day" and can reverse...

Damon Polistina and James Gernetzke see Bitcoin having a "long-term" run higher. For James, he sees $150,000 "right around the corner" as it becomes more widely adopted, and a drive higher will support the U.S. Dollar. Damon says a lot of that adoption will come from government adoption, citing the GENIUS Act as one of the latest examples. ======== Schwab Network ======== Empow...

Oklo Inc. (OKLO) rallied more than 20% Friday after President Trump said he would sign executive orders streamlining the approval process for nuclear power plants. As George Tsilis explains, Oklo and other similar companies are expected to benefit in their module reactor business to fuel A.I. prospects. The issues for Oklo is that it still has not shown profitability in earnings and the "leap...

Willem Schroé joins Next Gen Investing to discuss the adoption trends taking place in the crypto space. He points to the GENIUS Act passing in the U.S. Senate as a bright spot for crypto lovers, saying stablecoin companies could benefit. He says up until now Bitcoin was considered a "store of value" but now could be "programmable money." Willem says the biggest risk is volatili...

@LikeFolio's Andy Swan says Tesla (TSLA) web visits dipped 13% year-over-year, but that doesn't distract his bullish view on the company. He believes Elon Musk's full-time return as CEO will prove beneficial for Tesla and its shareholders. Andy points to next month's robotaxi launch in Austin as the first step toward capturing Musk's ambitious long-term goals. He adds that Tesl...

Bob Lang says it’s “not realistic” for Apple (AAPL) to bring manufacturing to the U.S., saying it would mean an “extreme move to the downside” when it would have to cost $3,500+. He thinks it’s “more about India than anything else,” and Trump is using these tariffs as leverage. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute n...

Mike Shorr with @ProsperTradingAcademy focuses on three companies with expansive reach in ecommerce and digital advertising. He notes Maplebear (CART) brushing up against a key resistance level, Roku Inc.'s (ROKU) vulnerability of "outperforming to the downside," and his bullish expectations on Amazon (AMZN). Rick Ducat takes a deeper look at the technical trends his sees in the char...

Steve Kolano explains why the lackluster 20-year bond auction is important as a bellwether for demand across the curve. He digs into why it could impact equity markets, and what traders should watch for next. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app -...

John Lloyd prefers the front end of the yield curve as he waits to see if trade policy worsens and economic growth slows. He likes the credit markets for “attractive starting yields,” saying “a lot can go wrong before you lose total return.” He also thinks active management is important right now. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

Nvidia (NVDA) reports earnings on Wednesday next week, and Marley Kayden expects to see market moving numbers yet again. The critical issue Nvidia faces: tariffs, and the long-term effects they have on the A.I. chip trade. Marley talks about the importance guidance will have with CEO Jensen Huang expressing frustration with President Trump's chip export restriction. Dan Deming talks about the pric...

Deckers (DECK) becomes the latest example of Wall Street's emphasis on guidance. UGG and Hoka's parent company stumbled back near its 52-week low after sharing soft guidance over tariff uncertainty. Diane King Hall adds that analysts turning bearish hasn't done any favors for Deckers. Ross Stores (ROST) experienced a similar story, citing short-term pressures on guidance. Diane later t...

President Trump's tariff threats against the EU and Apple (AAPL) opened a slide in markets before the Memorial Day holiday weekend. Kevin Green notes persistent low liquidity but believes a higher VIX can lead markets to a rebound. He later turns to the aggressive NDX rally off lows earlier this year and the opportunity for more buyers to jump in. ======== Schwab Network ======== Empowering ev...

J.D. Durkin dives deeper into President Trump's threat of tariffs on Apple (AAPL). The president wants more U.S. production, though J.D. points to analysts warning that it will raise prices higher for iPhones and other Apple products. Tesla (TSLA) rallied before selling off with the rest of the market after Wedbush's Dan Ives raised his price target on the company to a Street high. J.D. no...

The tariff talk is back. President Trump threatened 50% tariffs against the E.U. that he says are effective June 1st. He also threatened 25% against Apple (AAPL) and called on CEO Tim Cook to up iPhone production in the U.S. Kevin Hincks reports from the @cboeglobalmarkets and offers a macro perspective on the impact ahead. ======== Schwab Network ======== Empowering every investor and trader, eve...