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Markets continued to experience compression as indices closed lower, aside from the RUT's marginal gains. Tesla (TSLA) CEO Elon Musk made headlines on his position and plans for next month's expected robotaxi launch. Uber Technologies (UBER) and Coreweave (CRWV) hit new all-time highs, while Palo Alto Networks (PANW) sold off after earnings. J.D. Durkin turns to the trading session's t...

Palo Alto Networks (PANW) shares fall after the cybersecurity company's 3Q earnings report come in mostly in-line. Kevin Green says things were maybe "a little light" on its subscription-based revenue, but overall headline numbers were "decent." J.D. Durkin adds that commentary from the company's conference call is "key" and is interested to hear how PANW will...

The quantum race gained traction after D-Wave Quantum (QBTS) offered wider access to its most advanced quantum computer. As George Tsilis notes, the company added to its near-1,200% rally over the year following the announcement. George talks about D-Wave's rise and the challenges it has to overcome to maintain profitability. ======== Schwab Network ======== Empowering every investor and trade...

Home prices continue to pressure potential buyers, but there may be a glimmer of hope on the horizon. Katie Hubbard notes that homebuilder sentiment has fallen, leading to a "knife fight" in publicly traded homebuilder communities. As a result, some builders are slashing prices and offering incentives like zero-down mortgage rates to move inventory. ======== Schwab Network ======== Empow...

While international stocks recently experienced general overbought conditions, Michelle Gibley suggests it's "not too late" to be involved in the trade. She offers the case that the move into international isn't a "short-term phenomenon." As for U.S. stocks, Nathan Peterson wouldn't be surprised to see a slight pullback and retest recent levels. ======== Schwab Netw...

There's been notable back-and-forth action between bears and bulls in the SPX, especially surrounding the 5,950 level. Kevin Green says buyers stepping in around 5,900 in a low liquidity environment shows signals of strength but there needs to be more conviction to hold levels. He points to the ratio in tech and staples compared to the SPX to explain why "exhaustion" may be slipping...

Home Depot (HD) shares are trading lower after the home improvement retailer's in-line earnings report did little to ease concerns about a still-challenged housing market. Morningstar's Jaime Katz says consumers remain hesitant to make big-ticket purchases with mortgage rates above 7% and home supply at historic lows. ======== Schwab Network ======== Empowering every investor and trader, e...

Quint Tatro considers himself "generally bullish" in believing markets can hit new all-time highs as early as the summer. The reason? Quint says there's a "big time tailwind" he thinks investors aren't factoring in. In his stock picks, he sees Snowflake (SNOW) posting a "blockbuster" earnings report that can follow suit with ServiceNow (NOW). He also favors Te...

Dolly Lenz and Jenny Lenz discuss the state of the U.S. housing market. They explain that while the luxury market is seeing a spike in sales, particularly in areas like Palm Beach and Miami. The Lenz duo notes that the West Coast, particularly California, is seeing a surge in demand due to people relocating from areas affected by wildfires. They also highlight the importance of considering all cos...

Kevin Horner says the market may have run into resistance after reaching the 5950 level on the S&P 500. He's watching the low from yesterday, 5895, as a key level, and if the market closes below it, it could be the start of a pullback to the 5785 to 5800 range. He also discusses CareDx (CDX) and Polaris (PII). Kevin notes that CareDx has been a bearish setup, while Polaris is in a clear do...

Frances Stacy believes Palo Alto Networks (PANW) is a buy heading into earnings. However, if there's a notable miss in the report, institutional investors selling the stock can open a significant slide lower. Ed Butowsky considers Palo Alto a strong company alongside its closest competitor, Crowdstrike (CRWD). He sees GigaCloud Technology (GCT) as a growing leader. ======== Schwab Network ====...

Jennifer Grancio expects market volatility to persist, driven by ongoing trade tensions and economic uncertainty. To navigate this environment, she advocates for an actively managed approach, highlighting TCW's fundamental equity and fixed income strategies. She likes TCW's Flexor FLXR and TCW's Powered PWRD ETFs. Grancio also favors companies with strong free cash flow, such as those...

Dan Ahrens says the cannabis sector is "high risk" due to a lack of federal reform, but he's still hopeful for the future. With over 40 states allowing medical or recreational use, the industry is expected to grow to $45 billion, but faces major headwinds. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslette...

LikeFolio's Andy Swan discusses how TJX Companies (TJX) is benefiting from the "trade-down" trend, where wealthier shoppers are opting for discounts at stores like TJ Maxx and Marshalls. Swan points to data showing that these consumers are driving sales at a "blistering pace." ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe...

Pony AI (PONY) rallied after beating earnings estimates and showing promise for end-of-year revenue. As autonomous robotaxi technology expands, George Tsilis believes the company is well-positioned to capitalize on the growing market. He adds that the company has recently moved in sympathy with Tesla (TSLA). ======== Schwab Network ======== Empowering every investor and trader, every market day. S...

Elon Musk stands firm on his position as Tesla's (TSLA) CEO. He expressed his plans to hold the position for five years during a press conference in Qatar. J.D. Durkin points to the stock's rally following the announcement as another example of Tesla's stock riding as an "approval rating" of Musk. He discusses how an absence of fundamental in stock moves can pose an issue down the road. ======== S...

TJX Companies (TJX) shares hit all-time highs today ahead of Wednesday's earnings report. Kevin Hincks illustrates 2 example options trades in retail stocks, including TJX and Target (TGT). Kevin shows the differences and similarities between a call calendar and a put calendar. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and ar...

Guidance and commentary on prices will be crucial in Target's (TGT) earnings, says Spencer Hakimian. He's waiting to see how tariffs will impact the big box retailer's supply chain, alongside TJX Companies (TJX). Tsvetta Kaleynska says a loyal customer base will support TJX even if its store restocks get stalled due to tariffs. As for Target, Tsvetta will watch consumer interest follow...

"It's hard to see any other bond market replacing the U.S.," says Tim Holland. He largely dismissed Moody's downgrading the U.S. credit rating. One concern he has moving forward is whether or not April's tariff volatility has bled into the economy. Abroad, Tim sees "cheap" opportunities in international stocks. ======== Schwab Network ======== Empowering every inves...

Crypto, defense, and banking are the key focal points for Jessica Inskip on today's Big 3. She sees fiscal tailwinds in the crypto space benefitting Blackrock (BLK), cites L3Harris (LHX) as a strong defense leader, and expects Goldman Sachs (GS) to be driven by deals in 2H25. Rick Ducat dives into the charts to show technical trends backing Jessica's insight. ======== Schwab Network ======...

Sean Dranfield notes that the latest moves in the 10-year yield are "much ado about nothing," noting a method to the madness when it comes to measuring bond moves. He talks about how yields have swung around market volatility and ways investors can brace for future moves. He also talks about which bonds he favors in the current market environment. ======== Schwab Network ======== Empower...

"Everyone still needs a place to live," says Rogers Healy. He argues homebuilders companies have and will continue to experience plenty of strength heading into the rest of the year. He talks about how companies from D.R. Horton (DRH) to more luxury names like Toll Brothers (TOL) are shifting to ebbs and flows in the real estate market. Tom White offers example options trades in Toll Bro...

Target (TGT) will report earnings tomorrow before the opening bell. The company sold off after its previous two earnings, but J.D. Durkin explains that tariff pressure only leaves more room for the stock to slip further. However, J.D. adds that Target can offer a "bellwether moment" for big box retailers and show how it's fighting tariff pressures. Tim Biggam argues for cautious opti...

Uber Technologies (UBER) hit a new all-time high after JPMorgan boosted its price target on the ride-share company. HP Enterprise (HPE) got bullish momentum from Evercore ISI with an upgrade to outperform from in line. However, MongoDB (MDB) faced pressure after a downgrade from Loop Capital. Diane King Hall takes a deeper dive into the stories driving this morning's market movers. ======== Sc...

Only a quarter of stocks in the SPX opened higher, just one sign that Kevin Green attributes to the recent rebound rally losing steam. He also notes declining volume since last week as a persistent challenge to bulls seeking to break 6,000 in the index. Small caps show a different story. Kevin points out a bullish cross in the RUT that may usher in a rally with risk for a slight pullback. ========...