Schwab Network

Chris Versace joins Diane King Hall at the NYSE set to discuss earnings season. He adds the significance of tariff talks weighing on company guidance, saying "until we see more trade deals" that management teams will err on the conservative side. Chris looks at results from Shopify (SHOP) & Dutch Bros (BROS). For BROS, he said the reiterated guidance could be "the new beat and r...

Jim Thorne discusses the FOMC decision to keep rates unchanged and its impact on the fight against inflation. Thorne doesn't believe the Fed is using the correct data indicators, such as BLS Labor Data and Consumer Sentiment, to make its decision. He believes the committee will be late in rate cuts, adding "I am completely and totally disappointed" in the FOMC stance. Thorne adds tha...

Applovin (APP) shares are on the move higher following earnings. Kevin Horner examines the significance of this upside move and points to upwards resistance levels on a 1-year chart that could be tested in its "stair-stepping" pattern underway. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schw...

Stocks are higher driven by reports of a U.S. and U.K. trade deal. Adding to the rally, President Trump's rollback of A.I. chip restrictions. Kevin Green breaks down the market reaction and provides technical levels to watch in today's trading. KG sees a potential move higher in the S&P 500 (SPX) to $5700-$5750, with support at $5600. ======== Schwab Network ======== Empowering every i...

Arm Holdings (ARM) shares slip after the semiconductor company reported weaker guidance in its 1Q report. Applovin (APP) is higher after an earnings beat. And, Carvana (CVNA) rises on stronger-than-expected auto sales. Tom White takes a look at Thursday's early movers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsle...

Bitcoin (/BTC) held near $97k after the Fed kept rates unchanged. Nate Peterson says Bitcoin's resilience is impressive given a "potentially bearish to risk assets type of environment" as China and the U.S. prepare to discuss ongoing tariff policy. Peterson notes that while Bitcoin is still highly correlated to risk assets, its recent price action has shown some relative strength, po...

Today's session on Wall Street ended with indices closing higher. The Fed led headlines but ultimately voted to leave interest rates unchanged. Markets got a bump near the end of the session thanks to a report of President Trump easing Biden-era chip curbs. Alphabet (GOOGL) closed down more than 7% after Apple (AAPL) hinted toward a new move into A.I., while Walt Disney (DIS) soared almost 11%...

The stock that once fell 99% and returned to previous levels had a high bar to jump in today's earnings report. George Tsilis takes a closer look into Carvana's (CVNA) earnings that includes a double beat and ambitious guidance. The stock still traded lower. George turns to the macro factors pointing to investor pessimism. ======== Schwab Network ======== Empowering every investor and trad...

Bulls didn't get the move they were looking for after Fed Chair Jerome Powell took the podium. Commentary from President Trump on China tariffs mixed with an unchanged interest rate didn't give anything for bulls to run on. Kevin Green notes other troubling signs with a stalling Mag 7 and contracting market breadth. ======== Schwab Network ======== Empowering every investor and trader, eve...

Elanco Animal Health (ELAN) is rallying 25% after beating earnings and revenue estimates. CEO Jeff Simmons joins Caroline Woods to discuss the company's growth drivers, including its international business and pipeline of innovations. Simmons also addresses concerns around tariffs and inflation, saying the company has a "prudent plan" in place to mitigate any potential impact. ======...

Collin Martin and Jeffrey Kleintop provide the Big Picture takeaways from today's Fed decision to keep rates unchanged. Collin says right now the Fed is in "wait-and-see mode" and believes the U.S. central bank may cut twice in 2025, with the first cut more likely in September. Overseas, Jeffrey is looking for expected cuts from the Bank of England and European Central Bank. ========...

Paymentus (PAY) CEO Dushyant Sharma says his cloud-based bill payment tech company is weathering economic uncertainty with ease. Despite recessionary jitters, Sharma sees "encouraging signs" in consumer bill-paying trends. Sharma attributes this resilience to its focus on non-discretionary essential services like utilities and healthcare. With shares up 60% in the last year, Sharma belie...

Fed Chair Jerome Powell maintained the FOMC is well-positioned to adjust with economic uncertainty after it left interest rates unchanged. Andrew Brenner believes employment will be a major concern ahead, as he has doubts behind strength seen in recent prints. Inking trade deals with countries, particularly China, is what Andrew deems critical to opening a path forward for the Fed and economy. ===...

With the Fed's decision to leave interest rates unchanged, Joe Hegener breaks down the macro implications and what it means for investors. He believes the rally in risk assets and equities will be short-lived, pointing to the yield curve pricing in a different story. Hegener also discusses the recession potential, which he believes markets already priced in. ======== Schwab Network ======== Em...

Chuck Lieberman doesn't see a recession on the horizon but thinks markets may be pricing one in. Tariff uncertainty is the primary driver behind the action, and Chuck sees the Fed bearing that same weight. He gives a wider perspective into how Jerome Powell and the FOMC can navigate tariffs. Chuck sees financials doing well despite volatility and would not be aggressive buyers of tech stocks....

The Fed has left interest rates in its latest meeting, but Kevin Hincks says we'll see "much more color" from Jerome Powell during the FOMC press conference. Powell indicated that there is risk for higher inflation and unemployment with tariffs, though Kevin notes trade deals reportedly taking place that can shift that narrative. ======== Schwab Network ======== Empowering every inve...

Morningstar's Mark Giarelli drives investors through the state of rideshares amid continuing tariff uncertainty. He levels Uber Technologies (UBER) as the clear leader right now, but he thinks there's ways Doordash (DASH) and Lyft Inc. (LYFT) can capitalize on long-term growth. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market...

During a U.S. antitrust trial, Apple (AAPL) executive Eddy Cue noted that the company is seeking to overhaul its Safari browser to use more A.I. It's a move that could break Apple's reliance on Alphabet's (GOOGL) Google search. As Diane King Hall explains, it led to a steep sell-off in Alphabet shares. ======== Schwab Network ======== Empowering every investor and trader, every market...

When it comes to Shopify (SHOP), LikeFolio's Landon Swan is very bullish on the fintech company. His firm's data shows web visits for the company grew 33% within a quarter, compared to Amazon (AMZN), which saw visits slip into the red. However, Landon warns tariffs remain a significant headwind for Shopify despite confidence in its long-term outlook. ======== Schwab Network ======== Empowe...

TheoTrade's Don Kaufman believes a bullish turnaround is in store for Nike (NKE) as a potential bottom forms in the stock. He's also bullish on the iShares 20+ year Treasury Bond ETF (TLT) on anticipations of a more dovish Fed, though he is bearish on Caterpillar (CAT). Rick Ducat turns to the technical levels supporting Don's analysis. ======== Schwab Network ======== Empowering every...

Earnings from Uber Technologies (UBER) showed a slight revenue and gross bookings miss, but Jamie Meyers believes its other metrics were strong. He considers the company's network "second to none." Eric Clark says the company would rally if it hadn't already seen tremendous upside in its stock. He adds that people will still use its rideshare and delivery services even in an econ...

Xometry's (XMTR) A.I.-powered marketplace is disrupting the $4 trillion custom manufacturing industry, and its numbers are paying off. CEO Randy Altschuler discusses the company's 23% year-over-year growth. He attributes the success to a secular shift to digital. With a strong pipeline of enterprise customers, Altschuler is confident in the company's ability to sustain double-digit gro...

Andrew Krei shares his take on the Fed's upcoming decision on interest rates, saying the focus will be on the guidance and forward-looking commentary from Chair Powell, not the rate itself. He expects the Fed to stay in wait-and-see mode. He believes this could have a ripple effect on equities and fixed income, making non-US opportunities more attractive due to their relative earnings growth a...

Kevin Hincks looks at a pair of Mag 7 stocks as investors level set following the tech companies' latest earnings report. For Apple (AAPL), Kevin demonstrates an example put vertical strategy in the iPhone maker. Then, for Meta Platforms (META), he builds an example call diagonal trade with a bullish stance. ======== Schwab Network ======== Empowering every investor and trader, every market da...

It's all eyes on the Fed. Kevin Green says there's bullish optimism in the options flow but adds that volatility is heavy heading into today's interest rate announcement. He says a volatility crush following the meeting will usher in a rally. Kevin is also watching copper, which he says can serve as a tariff hedge. ======== Schwab Network ======== Empowering every investor and trader,...