Schwab Network

Charles Schwab's Jeffrey Kleintop remains bullish on European stocks, citing a strong earnings season and economic data that's beating expectations. With the U.S. and Europe set to resume trade talks, Kleintop sees potential for a breakthrough, particularly if the E.U. agrees to increase defense spending. He notes that while some are calling for an end to the U.S. economic cycle, he believ...

President Trump heads to Capitol Hill today to talk with GOP congressmen on the tax bill his party is trying to approve. Reporting from the Cboe Global Markets, Kevin Hincks urges investors to watch for other potential market movers, including Fed speakers taking the mic today. He also notes JPMorgan Chase (JPM) CEO Jamie Dimon serving as a "risk manager" not just for his company, but al...

Equity futures are holding steady despite Monday's credit rating downgrade from Moody's. Kevin Green attributes the market resilience to attractive yields and continued foreign buying interest. He notes a low volume trading and lack of conviction at current levels could lead to a pullback. Meanwhile, Gold futures (/GC) bounce higher after Monday's slide. On the earnings front, Home Dep...

Even though Home Depot (HD) posted a slight miss on earnings, the company maintained its guidance and expects to hold current prices despite tariff pressure. Jenny Horne turns to points of strength she sees in the report and the "reliability" it has in volatile times. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute n...

Palo Alto Networks (PANW) earnings are due out later today. Rick Ducat looks at the $191 level as a possible foothold in price activity ahead of the report. Rick looks at technical trends taking shape on the chart of PANW, while Tom White composes an example options trade with a neutral stance. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve...

James E. Demmert is bullish on the technology stocks, saying the "A.I. play is still alive" and "it's got legs" to rally. He joins Diane King Hall live at the NYSE set to map out his case as major tech companies like Apple (AAPL) and Nvidia (NVDA) face potential tariff headwinds. In the cybersecurity space, he says it is a "must-have" group and likes Palo Alto Net...

Greg Baker joins Morning Movers from the Charles Schwab Singapore offices. He highlights the Hong Kong and Singapore regions reliance on the import/export market, which has been caught in the crosshairs of an escalating trade war between China and the U.S. Greg discusses trends within his client base, particularly Schwab's 24/5 trading and fixed income investing. ======== Schwab Network ======...

HP Enterprise (HPE) received an upgrade from Evercore ISI. Ben Watson looks at the chart patterns forming over short & long-term durations. Evercore ISI raised its price target on HPE to $22 from $17, which Ben demonstrates has been a significant range for shares over the last year. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market...

Home Depot (HD) earnings are out and the company's CFO says it won't raise prices because of tariffs. HP Enterprise (HPE) shares are on the move after an upgrade. And, MongoDB (MDB) catches a downgrade to start the day. Tom White has the latest. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwa...

Yields consistently above 4.5% equate to equity volatility, says Alec Young. He shows the correlation between sharp upticks in yields leading to a "shock to the system" for stocks. On the Mag 7, Alec considers Meta Platforms (META) a "favorite" while listing Tesla (TSLA) as a "riskier" play on the future. Nvidia (NVDA) is another stock Alec expects to thrive if it con...

Eddie Ghabour doesn't consider Moody's U.S. credit downgrade "meaningful at all," instead posing the argument that the U.S. economy will only accelerate. He says elevated inflation and steady yields will be the "new normal" for consumers, though he doesn't see that as a weakness. Eddie sees the consumer discretionary sector as one with significant risk-reward, adding that semiconductors like Nvidi...

Nicole Petallides catches up with the Najarian brothers at the NYSE. In this episode of Market Overtime, Jon and Pete dive into the ongoing trade talks with China, President Trump's Middle East visit as well as their favorite stocks to watch right now. From Nvidia (NVDA), Apple (AAPL), Amazon (AMZN), Tesla (TSLA) and so many more companies, the Najarian's highlight their disciplined investing appr...

Despite Moody's downgrade on the U.S. credit rating, stocks overcame pressure and closed mostly higher. Nvidia (NVDA) barely crossed over the flat line despite highlighting a slew of new developments to enrich its ties to the A.I. space. Walmart (WMT) was the target of a Truth Social post after President Trump told the company to "eat the tariffs." UnitedHealth (UNH) rallied even wit...

Ahead of its earnings, George Tsilis turns to Toll Brothers (TOL) as a company investors should keep on the radar. The company and homebuilding industry has faced numerous pressures with the current macro environment. George talks about why Toll Brothers can serve as a barometer to homebuilder earnings. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscr...

Catalyst Pharmaceuticals (CPRX) CEO Rich Daly on the company's strong 1Q, growth drivers, and its cash-rich position in a challenging market. Daly discusses the company's pipeline, including plans to expand its product for Lambert-Eaton Myasthenic Syndrome (LEMS) into the oncology space and potential M&A opportunities in the rare disease space. ======== Schwab Network ======== Empoweri...

Cooper Howard with Charles Schwab says it's notable that markets didn't respond harshly to the Moody's downgrade on the U.S. credit rating. He believes the timing is interesting given Congress's debate on the tax bill. However, Liz Ann Sonders warns downside pressure is very much in play with markets "at the mercy of headlines." That said, Liz Ann believes a risk-on menta...

Scott Bauer breaks down the markets beyond stocks. He weighs in on the dollar's (/DX) recent weakness in the wake of the Moody's downgrade, but notes the relatively muted response across other asset classes. Meanwhile, gold (/GC) is higher due in part to its oversold condition and the ongoing safe-haven bid. Turning to Bitcoin (/BTC), he believes the cryptocurrency is set to break all-time...

Once the SPX moved off the morning lows, the index saw a fairly tight trading range heading into the close. Kevin Green still urges caution for investors with a glimpse into the options. He points out the trap doors that exist with upside and downside pressure. One industry experiencing plenty of upside is industrials, as Kevin shows how it is hitting all-time highs. ======== Schwab Network ======...

Ouster (OUST) CEO and co-founder Angus Pacala shares his vision for the future of LIDAR technology, which he believes will be a critical component in the next wave of physical A.I. He highlights Ouster's recent success and discusses the growing number of applications for LIDAR technology, including autonomous vehicles, smart cities, and industrial use cases. Pacala also touches on the company&...

As equity markets catch their breath, Brad Conger says valuations are stretched, making it a challenging trade-off for investors. He's overweight European stocks on a non-hedged basis and underweight the U.S. dollar, which he believes could be a risk-off currency. Conger is also finding defensive positions in his investment portfolios, including pharmaceuticals like Novo Nordisk (NOVO) and saf...

Home Depot (HD) earnings are due out tomorrow, and all eyes are on the home improvement retailer to gauge the health of the consumer. Matt Maley and Dory Wiley weigh in on what to expect. While Home Depot may have an edge over competitors like Lowe's (LOW) and Walmart (WMT) due to its diversified business model and higher margins, both guests agree that a miss on earnings could have far-reachi...

Moody's downgrade of the U.S. credit rating to AA1 from AAA sent shockwaves through the market, but Thierry Wizman says investors should keep things in perspective. Wizman notes that while the downgrade is a "yellow flag" for the U.S. economy, it's not a default event. Instead, he believes it highlights the country's long-term fiscal issues, including its growing debt-to-GDP...

"In a world of tariffs, everyone is expecting growth to slow down," says David Wagner. However, he's confident market leaders will drive the SPX forward. David points to Nvidia's numerous developments in Saudi Arabia as promising signs for the A.I. giant. He adds that A.I. continues to drive development across the mega caps, noting strong earnings from Alphabet (GOOGL), Meta Plat...

The path for the next 90 days appears to be clear with the latest tariff pause against China. However, Patrick Mueller urges investors to stay alert to volatility. "It's going to be rough," Patrick warns, offering advice on how to tackle future tariff uncertainty. He adds that markets may not be pricing in warning signs on the national debt. ======== Schwab Network ======== Empowerin...

Maheep Mandoli discusses the solar space, which he believes is due for a rebound as two major overhangs - the Inflation Reduction Act and tariffs - are addressed. Mandoli expects investors to return to solar stocks, which have been trading at low valuations since before the 2024 election. He also shares his top pick, First Solar (FSLR) which he thinks can benefit from nearshoring and has a competi...