Schwab Network

Martin Leinweber believes there's room for crypto assets to run higher, signaled by Ethereum's rally today. The cryptocurrency's climb higher is what Martin calls a bullish indicator for the alt coin market. He believes Bitcoin's bullish trends are "already a little old" after its surging price action in recent years but still considers it the crypto trade's "anc...

David Swartz of Morningstar covers Nike (NKE), which has a 5-star rating and $112 fair value estimate. David argues that Nike has been “very undervalued,” but isn’t sure the rally will hold after its earnings report, where it is expected to report low numbers. He’s looking out to 2026 for a “real turnaround” in its numbers. Tom White shows example options trades on Nike (NKE) and On Holding (ONON)...

Apple (AAPL) plans to raise prices on its iPhone lineup this fall, and tariffs aren't behind the decision. Diane King Hall talks about the feature and design choices behind the expected price movement. Coinbase (COIN) got an upgrade from Compass Point to neutral from sell as it sees big potential for alt coins. Retailers are moving higher with the rest of the market off the U.S. and China tari...

News of the U.S. and China tariff pause sent markets soaring at the opening bell. Kevin Green notes what could be a "final" resistance level the SPX tests before a clearer path to all-time highs reopens. He says markets will want to hold current levels for a week or two for bullish optimism to solidify. Kevin later turns to technicals to watch in soybeans and crude oil. ======== Schwab N...

Mike Block reacts to the latest tariff news and discusses where the market can go from here. “How quickly will companies have the confidence…to put money in their business” right now? He wonders, adding that President Trump has a “recency bias” that means he could flip on a dime. He’s interested in industrials and agriculture right now, including Deere (DE) and Illinois Tool Works (ITW). He also l...

It's "Scott Bessent to the rescue," says Kevin Hincks. He reports on the 90-day tariff pause between the U.S. and China from the Cboe Global Markets. All baseline tariffs will be lowered to 10%, with U.S. keeping a 20% fentanyl-related charge on China. Kevin says a lot of investors didn't expect to see the "best case scenario" in tariff talks over the weekend and now ha...

Amazon (AMZN) shares are higher on the news that the U.S. and China are lowering tariffs rates for 90 days. Rick Ducat points to improving RSI signals on the AMZN chart, then looks at the $187 level as a key support zone following today's pop. Tom White pieces together an example options strategy using a call vertical strategy in the June 20th expiry. ======== Schwab Network ======== Empowerin...

Thomas Hayes joins Diane King Hall at the NYSE set with reaction to positive tariff headline news out of Switzerland. The U.S. and China have agreed to roll back their tariff levels for 90 days, which Thomas believes there could be some short-term material follow through. He does say "the Trump put is real" citing previous instances of the President indicating a "buy now" menta...

Asked how European nations view the preliminary U.S. and China trade deal, Richard Flynn simply says "relief" and "definitely a good thing." Even with the reduction, Richard does say tariffs are still in a higher place than they were and will have an impact on the global economy. Looking specifically to the U.K. and its trade framework announced with the Trump Administration, R...

Rachel Dashiell looks at the two recent tops on the chart of Eli Lilly (LLY) as shares fall in the wake of a new Executive Order targeting prescription drug prices. She points to oversold momentum showing up in its RSI study. On a 3-year period, Rachel shows the overall upward trajectory but highlights a range between $975 to $710 taking place over the last year. ======== Schwab Network ======== E...

Markets are set to open higher Monday after a weekend of positive developments in the U.S. and China trade talks. Both countries agreed to reduce tariff levels, which has lifted equities. Kevin Green says the market is pricing in a risk-on tone, with cyclicals and industrials leading the charge. He notes companies with exposure to China such as Nvidia (NVDA), Tesla (TSLA) and Amazon (AMZN). KG say...

Stocks are surging after U.S. and China trade representatives announced preliminary agreements to lower tariff rates. Among the early winners is Apple (AAPL) which has reportedly debated price hikes for the next iPhone model. Also moving higher is Amazon (AMZN) which says its Chinese seller market share is "significant." Eli Lilly (LLY) is lower as President Trump signs an Executive Order aimed at...

Meta Platforms (META), formerly known as Facebook, is a social media giant with reach into online advertising, A.I. technology and even virtual reality. With over 3.5 billion monthly active users, George Tsilis points to the company's powerful position in social media as well as the overall tech sector. He compares META to its peers and carves out potential positives/negatives ahead for the Ma...

Stocks closed out the week relatively unchanged as investors digest the latest trade talks overseas. Meanwhile, the FOMC kept rates unchanged while the White House announced a preliminary trade deal with the U.K. Tech stocks like Alphabet (GOOGL) and Palantir (PLTR) fell sharply, bucking the overall market trend. ======== Schwab Network ======== Empowering every investor and trader, every market d...

AvePoint (AVPT) had a strong quarter, with over 20% year-over-year growth in all three regions and customer segments. CFO Jim Caci credits the company's focus on profitable growth and controlling what it can in an uncertain environment. He also highlights the growing importance of data security, governance, and resilience, particularly in the Microsoft (MSFT), Alphabet (GOOGL), and Salesforce...

The U.K.-U.S. trade deal is approaching the finish line, but what does it really mean for markets? Erin McLaughlin breaks down the details, including sectoral exceptions and what's at stake in upcoming China talks. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the...

The 10-year treasury "settling in" as Joe Mazzola calls it, could be signs of possible calm amid ongoing tariff negotiations and trade policy talks. Collin Martin looks ahead to next week's inflation data as key to clearing uncertainty surrounding tariff impact on the real economy. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to t...

Phil Streible reviews the week in commodities. He looks at gold, which is up over 25% this year alone, and the U.S. dollar, which has been “treading water” around 100. In Treasuries, he thinks a “buyer’s strike” on international markets is impacting bonds, but thinks we still need more clarity from the Fed and trade policy. He calls bitcoin’s recovery “incredible,” and attributes it to investors l...

Owen Lau says the current administration, SEC and Congress are the "most crypto-friendly" group ever, trending positively for further crypto adoption. He believes tariff de-escalation will afford investors more opportunity to get into risk-on assets like Bitcoin and other cryptocurrencies. He also discusses the latest earnings report from Coinbase (COIN). ======== Schwab Network ========...

Sam Burns is still cautious around a potential market drop, seeing an “extremely negative” policy backdrop and continued uncertainty around trade and earnings. He notes that tariff impacts to economic data haven’t shown up in the data yet. He also reacts to the FOMC decision and says the Fed “can’t save” markets should things go south. Looking for defensive areas, he likes utilities, some financia...

Appian (APPN) CEO Matt Calkins discusses the company's 1Q earnings report and full-year guidance raise. He attributes the company's success to A.I. and its ability to work in a practical way. Matt dives into the A.I. hype cycle, job displacement concerns and the potential for A.I. to actually empower humans. ======== Schwab Network ======== Empowering every investor and trader, every marke...

Jay Bala discusses investing in Canada. Canada is the highest consumer of U.S. goods, so trade relations with them tend to be “linear,” he says – what’s good for the U.S. tends to be good for Canada, and vice-versa. He talks about why he’s against the capital gains tax and why it’s the “single-best thing” Canada can do. ======== Schwab Network ======== Empowering every investor and trader, every m...

Paul Dergarabedian and Jason Britton look at the streaming space. Jason says whoever has sports rights will lead in the next five years. They both like Netflix (NFLX), with Jason also interested in Paramount (PARA). Paul thinks Warner Bros Discovery (WBD) could see less churn as the Minecraft movie and Sinners, box office smashes, could boost Max viewership. ======== Schwab Network ======== Empowe...

Brandon Nelson looks for winners in the small and micro cap buckets. “This is where you find the biggest winners…there are gems all over the place.” He highlights his firm’s fund, Calamos Timpani Small Cap Growth (CTSIX). He discusses how to look for small cap winners and what characteristics are most important. Two picks are Adma Biologics (ADMA) and Lincoln Educational Services (LINC). ========...

Adam Coons joins Nicole Petallides at the NYSE set to discuss this week's developments in ongoing tariff negotiations. Adam says the volatility is likely to persist and investors are in a "wait and see" mode until clarity arises on any trade deals. However, he adds that investors should be flipping the tariff vantage point: look at how the tariffs impact China, not the U.S. Later, he...