Schwab Network

Ellen Ward, ph. D., author of Saudi Inc., explains why oil is seeing a bounce today. Positive hope around tariffs is giving it a boost, she argues, after a number of factors have been depressing the price lately. She also talks about what could happen if growth slows or a recession hits. She thinks crude will continue to trade in the high $50s to low $60s. ======== Schwab Network ======== Empoweri...

Tim Vanderhook, CEO of Viant Technologies (DSP), returns to discuss the latest quarter. Viant is an online ad broker, competing with Google and The Trade Desk (TTD). Tim reports a hot streak of growth on the top and bottom line and expects it to continue. He also says adoption of their AI product has been “tremendous,” and that their CTV segment is also staying strong. ======== Schwab Network ====...

Karen Veraa-Perry looks at hot spots in the fixed income market. She says there’s a lot of money still sitting in money market funds waiting for volatility to die down. She also describes how the Fed cutting rates this year could impact fixed income strategies. In general, she advocates for shorter-term fixed income right now, highlighting the “3-7 year” area of the yield curve. ======== Schwab Ne...

Alonso Munoz says his firm has been buying into the recent correction and remains a fan of Big Tech. He explains how investors have been "ripping off the band-aid" and opening doors to new opportunities. On his stock picks, Alonso labels Alphabet (GOOGL) as "cheap" due to its A.I. exposure and diversified businesses. He later explains Apollo Global Management's (APO) role i...

Kristy Akullian isn’t calling a market bottom but feels “constructive” on earnings and economic data. She says to stay nimble and argues that ETFs are a great way to do that. She shares several ETFs from her firm, Blackrock (BLK), including an AI-focused option, the actively-managed BAI. She also looks at fixed income and thinks that Latin America shows long-term promise. ======== Schwab Network =...

Dean Smith says the trade deal announcement doesn’t change very much, since details are so thin on the ground. “[The tariff war] has just barely started…This is the new normal we have to get used to.” He expects rates to climb over the next few years and thinks investors should reduce their exposure to interest rate volatility. Dean calls the idea that the Fed will cut rates this year “delusional....

Chad Benyon and Zach Warring review gaming company earnings. Chad likes high-end companies in the space, and notes that many in the lodging industry said April was a busy month. Zach points to weakness in China and Macau and says he’s “pretty neutral” on the industry. However, he has a Buy rating on DraftKings (DKNG). Chad compares DKNG’s potential report to Flutter’s (FLUT) report yesterday. ====...

Jake Clopton thinks there are a lot of negative catalysts for the housing market, from tariffs to interest rates and more. He argues that supply constraints are driving up prices even as demand stays low, which tends to lower prices. He thinks that it "might get worse" for people that are waiting on the sidelines. Clopton also looks at different regions in the country, including Chicago...

Nvidia (NVDA) rallied alongside other chipmakers off reports of the Trump administration rescinding Biden-era chip curbs. As Caroline Woods notes, it adds onto plans from President Trump to pen more A.I. deals with the Middle East. However, CEOs from both Nvidia and AMD Inc. (AMD) said earlier this week that tariffs on China will hurt profits due to a lack of exposure to their developing tech mark...

Tightened wallets for American consumers isn't stopping Affirm (AFRM) from rallying ahead of its earnings after markets close. LikeFolio's Landon Swan warns of weakness in the report, though his firm's data shows interest for Affirm growing compared to competitors. He weighs how far BNPL's "extension of the credit card concept" can run. ======== Schwab Network ======== Em...

2 stocks. 1 strategy. Kevin Hincks demonstrates a call diagonal options trade with examples from Tesla (TSLA) and Alphabet (GOOGL). Shares of TSLA are higher Thursday, trading near the stock's 200-day SMA. Meanwhile, GOOGL is recovering following a more than 7% drop on Wednesday. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and...

Ken Mahoney and Jon Cheigh cover the market as the first trade deal is announced. Jon says volatility will stick around, making diversification vital. Ken notes that the Treasury Secretary, Scott Bessent, has taken over a lot of the communication, which he sees as a positive. They also discuss the job market, with Ken saying the market has decided it doesn’t need to worry about employment. Jon exp...

Dustin Reid covers U.S./Canada trade relations as President Trump announces a deal between the U.S. & U.K. Reid says the U.K. deal doesn’t seem “massive” but is a “step in the right direction” for the administration and the markets. If a deal with Canada isn’t done soon, he thinks it will be “very disruptive,” citing our steel and aluminum imports and the fact that car parts can cross borders...

Danielle DiMartino Booth can see "very heavy" uncertainty clearing with the U.S. and U.K. trade deal. That said, she sees the China picture staying murky, noting Scott Bessent's upcoming meeting with representatives to be "just the beginning" of negotiations. Danielle found the Fed's decision to hold interest rates and Jerome Powell's following commentary "disa...

Dominion Energy (D) is a company Kenny Polcari sees as a triple threat in clean energy, dividends, and A.I. Speaking of A.I., Kenny labels Palantir (PLTR) as a "mission critical" company for the U.S. government post-earnings. He calls Honeywell (HON) a core holding. Rick Ducat dives into the charts to show technicals backing Kenny's analysis. ======== Schwab Network ======== Empoweri...

Les Borsai looks at bitcoin as it weaves around the $100K level and reacts to its 30% move in one month. His company works with the government on education and victim restitution, but also offers crypto funds. He says this administration is moving with “lightning speed” on crypto on all fronts and thinks innovation in the sector will stay in the U.S. He’s bullish on bitcoin prices, citing “scarcit...

Coinbase (COIN) reports after the closing bell, and while some analysts advised caution heading into the report, Caroline Woods notes its $2.9B Deribit acquisition can offer a bright spot. She also talks about how the company can shape itself under an expected pro-crypto administration. Joe Tigay sees the Deribit deal as a plus as well for Coinbase's long-term. He offers a bullish example opti...

Walt Disney (DIS) shares surged after a strong earnings beat, driven by better-than-expected streaming growth. The company reported a 1.4 million increase in Disney+ subscribers, defying earlier expectations of a decline. However, David Phillips, notes that potential tariffs on content produced outside the U.S. could impact Disney's global distribution and production costs. Despite these conce...

Seth Schachner turns to Warner Bros. Discovery (WBD) earnings, which initially traded lower before spiking after the open. While the top and bottom line showed weakness, Seth sees the popularity of streaming holding the stock up, the question will be "how profitable can it be?" He also talks about Netflix's (NFLX) new interface and how streaming services are adjusting to tariff polic...

"The bulls continue to thrive in this market for now," says Kevin Green. He notes market breadth flashing signs of health backed by heavier-weighted sectors moving to the upside. Kevin believes bullish news on trade deals can bring the SPX back to its 200-day SMA. Later, he highlights the latest correlation between the U.S. dollar and gold. ======== Schwab Network ======== Empowering eve...

In this morning's biggest morning movers, Diane King Hall turns to Applovin (APP), rallying big after posting strong earnings and confirming the sale of its mobile gaming business. On Tapestry (TPR), Diane says the company's Coach brand is "leading the charge" as the business adjusts to a changing consumer. Shopify (SHOP) couldn't meet investor expectations with its earnings....

“We’ve exited the chaos phase” of trade policy, says Patrick Ryan, “We’re moving in the right direction.” He thinks we could see a stronger market in the second half if trade tensions resolve and deregulation comes through. He likes small and mid-cap companies if business sentiment can rise, along with financials. He also likes Europe as signs of financial stimulus in the Eurozone continue. ======...

Reports of the Trump administration rescinding Biden-era A.I. restrictions gave Nvidia (NVDA) and other chipmakers a leg higher. Jenny Horne also turns to commentary from Nvidia CEO Jensen Huang welcoming the president's policy change. Arm Holdings (ARM) did not participate in that broader rally when its guidance came in weaker than expected. ======== Schwab Network ======== Empowering every i...

A potential trade deal between the U.S. and U.K. is what Kevin Hincks is watching the most this morning. He urges investors to keep an eye on any headlines surrounding this deal and others that may lead to big market swings. On Fed Chair Jerome Powell's commentary, Kevin points out the indicators in his speech balancing the pros and cons in the economy. ======== Schwab Network ======== Empower...

Alphabet (GOOGL) shares fell sharply on Wednesday after testimony from an Apple (AAPL) executive reveal the iPhone maker's desire to adopt A.I. search engines for its devices, potentially replacing Google Search as a go-to option. Rick Ducat dissects the technical patterns for the Mag 7 stock and examines the recent downtrend channel in shares. Then, Tom White sets up an example options trade...