Schwab Network

Amazon (AMZN) shares slide lower on a slight earnings beat above Street estimates. Alex Coffey suggests this could be a "margin story" as investors react to the e-commerce company's profit outlook in a new tariff environment. Caroline Woods adds that usually one earnings story for Amazon surrounds its AWS cloud business - not tariffs impact - but this quarter has presented a differen...

Charles Schwab's Nathan Peterson says the two main drivers behind the multi-day rally is trade deal optimism, and Big Tech earnings coming in better than expected. Nathan urges investors to keep an eye on tariff headlines. He says markets are growing complacent with recent trading action even though tariffs haven't manifested in corporate earnings or hard data yet. ======== Schwab Network...

Anthony Ferry previews Amazon (AMZN) earnings before their release postmarket. He’s seeing purchase conversion dropping, citing a “conservative buyer” and noting that “trade down is happening” across the retail spectrum. He looks at the diversification in Amazon’s revenue and thinks it will continue to do well despite trade tensions. ======== Schwab Network ======== Empowering every investor and t...

The SPX closes higher for its eighth straight session. Kevin Green notes investors holding the 50-day SMA in the index as a sign bulls want to push markets higher, though there is resistance ahead on the path back to all-time highs. One challenge is a still-high VIX waiting for a volatility crush. Kevin later turns to gold's selling action and how it's testing a notable support level. ====...

Charles Schwab’s James Kostulias focuses on market volatility and how it’s impacting confidence. He says Schwab saw “net selling” in April, but “no panic selling.” He also stresses higher client engagement since the market turmoil started and higher trading volumes. He also notes that options have picked up as a trading vehicle for retail investors. ======== Schwab Network ======== Empowering ever...

Ryan Patel raises the question, "how do you get to 20% [gains] by end of year?" His answer: maybe you don't. Ryan argues the SPX can close 6% to 8% higher by the end of the year, a historic norm not seen over the previous two years. On A.I., he says we're "not even at the starting inning" yet but believes Nvidia (NVDA) must lead the momentum. He also points to AMD Inc....

Advertising revenue will be key in Reddit's (RDDT) earnings, says LikeFolio's Megan Brantley. She says Reddit web visits have grown 80% year-over-year while Snapchat slipped 30% over the same period. Megan believes this "captive audience" gives advertisers, and Reddit, a chance to capitalize on consumers. However, the rate of growth will prove key in its after hour report. ======...

Mark Hamrick believes the economy is in a much better spot now than it was three years ago, despite soft data showing concern for the economy. He weighs sentiment against recent inflation and employment prints to discuss expectations on Friday's jobs report. Mark looks even further ahead to what it means for the Fed and future interest rate cuts. ======== Schwab Network ======== Empowering eve...

Michelle Gibley gives viewers the state of global central bank policy. “Trade policy is really influencing action at most central banks,” she says, noting that the Bank of Japan cut its inflation forecast and Canada’s central bank paused its cycle. She also talks about the “distortions” in economic data as companies and consumers pull forward demand ahead of tariffs, adding this could create a “va...

James Demmert and Dan Ahrens break down McDonald’s (MCD) earnings. James says investors shouldn’t focus too much on same-store sales falling and considers the company solid. Dan disagrees, saying his restaurant ETF, EATZ, is underweight McDonald’s. He “disagrees strongly” with the CEO’s comments that MCD is not losing market share to fast casual, pointing to Brinker’s (EAT) umbrella of brands. The...

Jim Thorne says a recession “only happens if we have a shock to the system,” and doesn’t consider the tariffs a big enough shock. However, he does expect growth to slow and the Fed to ease rates – saying they’re currently “reckless” and late in cuts. He considers tech a defensive sector and thinks we’ll ultimately see an economic environment like pre-Covid. “Secular growth in bitcoin is the place...

Ahmed Khan with Morningstar says he "really liked" Meta Platforms' (META) earnings. His firm has a four-star rating on the stock with a $770 fair value estimate. When it comes to the outlook, he believes A.I. optimization in its social media platforms will serve as a primary driver for profitability by driving user and advertiser traffic. ======== Schwab Network ======== Empowering e...

Amazon (AMZN) is expected to remove some of the fog surrounding consumer uncertainty with its earnings. Caroline Woods notes that AWS and A.I. advancements will still be important, though she expects retail outlook to be what investors watch the most. Analysts still remain largely bullish on the Mag 7 name, as Caroline notes optimism Amazon can absorb China's pricing pressures. ======== Schwab...

Supermicro (SMCI) plummeted in the premarket after telling investors to expect earnings far below Wall Street's estimates. Jenny Horne notes that investor distrust in the company is adding to the steep sell-off. Starbucks (SBUX) released its latest earnings report, which did not win investors over. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe t...

A slew of crypto-tied stocks are on deck to report earnings. Dan Novaes notes Strategy (MSTR) CEO Michael Saylor holds bullish sentiment on the company's outlook even with first quarter difficulties for Bitcoin price action. He adds that Block (XYZ) serves as a "picks and shovels" play for the crypto industry. Sarah Kunst expects Riot Platforms (RIOT) to have a "pretty good quar...

Apple (AAPL) and Amazon (AMZN) report earnings after the bell. Hilary Kramer says Apple needs to "shock the system" by posting $100 billion in revenue to see a post-earnings rally. On Amazon, she sees the company's AWS cloud platform being challenged by Microsoft (MSFT) Azure, seen through its earnings Wednesday evening. Outside of the Mag 7, Hilary expects Palantir (PLTR) to rally a...

Jason Brown sees stocks that can weather consumer turbulence, including Amazon (AMZN), which he believes holds pricing power with tariffs and thinks shares are oversold. He also turns to the bullish and bearish trends he sees in Whirlpool (WHR) and CME Group (CME). Rick Ducat dives into the charts to highlight moves supporting James's picks. ======== Schwab Network ======== Empowering every in...

Kevin Mahn says we’re “well-positioned for the second half” but expects bursts of volatility in May. He thinks the bottom might be into the market, arguing “the worst is behind us” around trade uncertainty as companies begin pivoting towards the “new world order.” He is bullish on utilities, calling them a “back door play on the A.I. revolution” and noting that many of them are strong dividend nam...

2 of the world's largest companies report quarterly figures after the close: Apple (AAPL) and Amazon (AMZN). Kevin Hincks provides 2 different trade examples to play the Mag 7 members. For Apple, Kevin composes a long put calendar trade with a more bearish stance. On Amazon, he uses a call diagonal play that leans bullish. ======== Schwab Network ======== Empowering every investor and trader,...

“Every year during the spring, we always see a boom” in the real estate market, says Rogers Healy. He looks at the most recent economic data on New Home Sales and says the Fed doesn’t need to adjust rates right now because of continuing demand. In 6-8 months, he does expect an “adjustment” as tariffs hit consumers. He thinks Baby Boomers and Millennials are the demographics driving the market. ===...

CoinDesk's Andy Baehr says Bitcoin has proven itself as an "involatile" asset during times of tumultuous volatility. He considers $80,000 the new floor for Bitcoin and expects further upside through higher trading velocity as macro trends shift. Ethereum hasn't seen the same respect, as Andy explains why it's down 45% so far in 2025. He later turns to Strategy's (MSTR) wa...

While Microsoft (MSFT) and Meta Platforms (META) shined in the Big Tech space, Diane King Hall turns to a mixed earnings picture elsewhere on Wall Street. CVS Health (CVS) posted an earnings beat, raised guidance, and announced a Wegovy deal with Novo Nordisk (NVO), all contributing to its rally. However, Eli Lilly (LLY) disappointed with its earnings. Diane also discusses how weak guidance led to...

The A.I. story appears "alive and well," says Kevin Green. He says the SPX reclaimed its 20-month SMA, though RSI broke an uptrend. The bullish picture is stronger for the NDX, shown in what Kevin calls a "very bullish" hammer on the month. One commodity he's keeping on the radar: crude oil, which shows a historic divergence from the SPX. ======== Schwab Network ======== Em...

Dina Ting covers international investment opportunities, including the Franklin Mexico ETF (FLMX), defense spending in Germany, the auto industry in Japan, and other areas. Despite tariffs targeted at most of these areas, she explains why she still thinks they’re solid investments, emphasizing that tariffs are still uncertain. Because the U.S. markets are so concentrated in megacap tech, she argue...

Reporting from the Cboe Global Markets, Kevin Hincks believes Microsoft's (MSFT) "massive" move higher could lead to the Mag 7 reclaiming leadership. Not all Big Tech companies are painting a rosy picture, with Tesla (TSLA) denying a report that its board started a search for a new CEO. On the international front, Kevin turns to trade talks between China and the U.S. reportedly takin...