Schwab Network

Mindy McIntosh says despite macro uncertainty, now is the time for investors to reassess their portfolios and consider tax-advantaged strategies. With the Fed's rate cut decision and U.S.-China trade talks in focus, McIntosh advises clients to diversify across asset classes, reduce large-cap exposure, and prioritize fixed income products for steady returns. ======== Schwab Network ======== Emp...

Critics of Alphabet (GOOGL) said the company was late entering the A.I. space compared to its Mag 7 peers. Now, the company is launching its own "A.I. Mode" that seeks to disrupt Alphabet's own Google search model. Diane King Hall talks about the reasoning leaders have to shaking up their search engine as the company battles other headwinds pressing down the stock. ======== Schwab Ne...

Ed Siddell believes now is the time for investors to participate in the markets. He sees financials gaining traction once Congress approves the tax bill currently being debated in D.C. Ed doesn't expect tariffs going will go away but thinks there will be a flat rate for all countries once negotiations end. The Mag 7 is another group Ed sees holding strength, eyeing Alphabet (GOOGL) as an under...

Advance Auto Parts (AAP) reports earnings amid an uncertain market. The company has struggled, but with consumers keeping their cars longer due to tariffs, some see a buying opportunity in the stock. Vance Howard and Rebecca Lindland discuss the impact of tariffs on the automotive sector, the potential for a turnaround, and other buying opportunities in the market. ======== Schwab Network ========...

Zoom Communications (ZM) is trying to be more than just a video platform, but can it keep up with the likes of Microsoft (MSFT) Teams and Slack? Likefolio's Landon Swan breaks down the company's efforts to expand its offerings and compete with industry giants. He notes that ZM shows a concerning trend of "lower highs, lower lows," and discusses the challenges ahead for the compan...

Toll Brothers (TOL) posted earnings that satisfied investors and showed what Don Nesbitt considers "unexpected" strength in higher-income homebuyers. However, for lower and mid-income homebuyers, Don says higher interest rates are something everyone "has to get used to." On Toll Brothers, Calvin Butts, Jr. believes its "disciplined" approach on projects with higher ma...

Alan Baratz, CEO of D-Wave Quantum (QBTS), joins Diane King Hall to discuss how his company has driven profits in what he considers the "very early" stages of quantum computing. He also talks about the company's "Advantage2" supercomputer that drove a massive rally off its announcement on Tuesday. On D-Wave's path forward, Alan talks about expanding the business into bl...

While emerging markets have grown significantly, TheoTrade's Don Kaufman is taking a bearish position on the iShares MSCI Emerging Markets ETF (EEM). He doesn't see its rally sticking in the mid-term. On stocks, Don also expresses bearishness in Southwest Airlines (LUV) and GE Aerospace (GE). Rick Ducat offers technical perspective through a look at the charts. ======== Schwab Network ====...

Andrew Arons believes markets are currently in a "really good" trading range despite recent consolidation. He sees all-time highs for many companies before the year closes out. In Amazon (AMZN), Andrew expects the company's Amazon Prime membership, advertising, and AWS rates to accelerate. For Uber Technologies (UBER), Andrew says its upside will come from the younger generation. ===...

Kevin Hincks turns to two example options trades revolving around A.I. earnings. One involves a bearish take on Snowflake (SNOW), while the other offers a bullish view on Zoom Communications (ZM). ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document...

Paisley Nardini sees a more volatile summer than investors may be expecting. Her firm has seen a large uptick in gold being added portfolios, a key signal of investors bracing for volatility. Paisley offers advice on how investors can use futures and commodities to balance equities. On recent economic data, Paisley notes investor worries in sentiment but ultimately turns to hard data in her analys...

Snowflake (SNOW) has become a name to watch in the A.I. space, as Alex Coffey points out metrics to watch in its earnings after the bell. While Snowflake's path to all-time high seems imminent, Alex urges caution to headwinds that may hinder the software company. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable...

Steve Dickens calls Zoom Communications (ZM) a pandemic "darling." While the company rallied big in 2020, the stock has fallen off those pandemic highs. Steve says guidance will become paramount for the company in order to show it can still grow as it competes with Big Tech giants. George Tsilis turns to example options trades for Zoom. ======== Schwab Network ======== Empowering every i...

Lowe's (LOW) posted earnings that led to mixed reactions, as Diane King Hall points out the headwinds it and peers continue to face in the housing industry. Palo Alto Networks (PANW) had in-line earnings but couldn't meet already-high expectations from investors. Diane later turns to continuing bearish pressure against UnitedHealth (UNH) after it got a downgrade from HSBC. ======== Schwab...

The SPX began another trading day lower as earnings and geopolitical pressures pinned the index. Kevin Green points out that the SPX is testing a trend line for April's lows, and if it breaks, it could open a trap door for selling action. He also turns to crude oil's price pullback and moves happening in yields. ======== Schwab Network ======== Empowering every investor and trader, every m...

Markets opened lower after what Kevin Hincks attributes to "lost inertia" from investors. Geopolitical tensions between Israel and Iran led to an uptick in VIX and lower-than expected earnings from retailers added pressure this morning. Kevin offers a macro perspective on the latest market movers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Su...

Big box retailers faced pressure this morning, brought mostly through Target's (TGT) earnings miss and widened guidance. TJX Companies (TJX) beat its earnings but its stock didn't see much movement, possibly due to a slight dip in same-store sales. Jenny Horne takes a closer look at the reports and explains what's driving this morning's mixed response. ======== Schwab Network =====...

Can Snowflake (SNOW) post another strong quarter? As Rick Ducat shows, the cloud company previously underperformed compared to its peers, but since rebounded following its last report. He turns to the technical levels investors should keep in mind heading into earnings and offers an example options trade for the software company. ======== Schwab Network ======== Empowering every investor and trade...

Kyle Brown says the private credit market has grown but has to adjust to new valuations following volatile price action earlier in the spring. He adds that M&A activity for smaller companies is picking up but the true "spring" for IPO season has yet to be seen. "The money is flowing," says Kyle, as he talks about the process of raising private funds in the industry. =======...

Retailer earnings are showing weakness, but Katie Thomas from Kearney Consumer Institute said that it cannot all be attributed to tariff uncertainty. Thomas said that consumers are spending based on the reality right now, not based on potential economic weakness ahead, and that shoppers have the ability to shop around at stores with an abundance of options. An increase in delinquencies gives reaso...

Alphabet (GOOGL) rolled out its new 'A.I. Mode' for U.S. users of Google. Rachel Dashiell looks at the chart performance as the stock has underperformed the rest of its sector this year. Dashiell identifies the $170 and $145 level being key to watch for resistance and support. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market M...

Equity futures are pointing to a second straight negative day after the S&P 500 snapped its six-day winnings streak on Tuesday. Kevin Green sees markets entering a 'wait-and-see' mode as investors may be taking profits from the recent rally and waiting commentary from Fed speakers and additional tariff news. In earnings reports, Palo Alto Networks (PANW) is sliding despite an earnings...

Palo Alto Networks (PANW) is sliding despite an earnings beat, Target (TGT) continues to struggle as it misses on the top and bottom lines, and TJX (TJX) dips as same-store sales disappoint. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.appl...

"The United States needs to be the leader" in the crypto space, argues Jim Thorne. He says cryptocurrency markets remain in the "very early innings" of development and have room to run with a "regulatory cloud" lifted in Washington. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - http...

David Nicholson says the Tesla (TSLA) valuation is largely rooted in its future technology offerings for Robotics, A.I. and much more. David joins Alex Coffey to dissect Elon Musk's commentary today suggesting his re-commitment to be Tesla's CEO for the next several years. He looks at the capex moving into robotics, saying within 5-10 years "advanced robots will be in many, many homes...