Schwab Network

Ben Emons thinks we have hit the market bottom, comparing the market’s rebound against the 2020 Covid V-shaped movement. “Will we go back to the peak? We’ll see.” He also talks about inflation risks and what the Fed may do next – while he argues that tariffs are a major negative, he thinks that more members of the Fed may be focused on inflation metrics. ======== Schwab Network ======== Empowering...

Tuesday's consumer confidence report has fallen yet again, and tariffs are the culprit behind the negative marks. Art Laffer Jr. says deals with "blocks" of countries like the EU will reverse sentiment to the upside. Brian Jacobsen adds that current market conditions are still investable. He tells investors to look for stocks and ETFs offering broad-based exposure. ======== Schwab Ne...

“Stay on target,” Blake Millard urges. “We need to be nimble, be flexible, but stay on target.” He adds, “This administration is trying to undo the last 100 years of progress” in capitalism by changing the entire economy back towards manufacturing and away from services. Still, he thinks we’ve moved past “maximum uncertainty.” ======== Schwab Network ======== Empowering every investor and trader,...

Larry Tentarelli offers his macro perspective to analyze potential investment opportunities. He says he's "not a fan" of the Mag 7 right now, instead pointing to high growth leaders like Palantir (PLTR) and Netflix (NFLX) as "true leaders." One Mag 7 stock Larry sees upside potential in is Tesla (TSLA), if it can hit $300. He believes gold miners serve as good tariff plays...

Kevin Horner’s Technical Tuesday charts cover the S&P 500 (SPX), On Holding (ONON), and Applied Materials (AMAT). He offers technical levels to watch on the SPX, highlighting the 50-day SMA as a potential area of resistance. Looking at the other charts, he points out areas to watch on ONON, and sees a potential bull flag on AMAT. ======== Schwab Network ======== Empowering every investor and t...

Jeff Pierce returns to talk about SoFi Technologies (SOFI), which rallied Tuesday after seeing financial services grow more than 100%. He believes the stock is earning more respect on Wall Street through diversifying its business. However, like many other companies, Jeff expects tariff outlook to leave question marks in the growth story. ======== Schwab Network ======== Empowering every investor a...

Likefolio’s Andy Swan covers their sentiment data for Starbucks (SBUX) after a tough run for the stock. He thinks competition is hitting Starbucks hard and notes strong interest in Dutch Bros (BROS) in their web visits data, as well as the return of mom & pop shops. Monthly active users on Starbucks’s app are down 20%. “Starbucks faces some real challenges here…they kind of lost their soul.” =...

Yelena Shulyatyeva breaks down the Consumer Confidence report as it hits the lowest level since January of 2021. She discusses how low confidence can freeze buying and expects a “significant deceleration in economic growth this year.” She highlights that confidence is lower across the political, age, and other spectrums, pointing to broad-based fears. However, she thinks we can avoid recession wit...

Kevin Hincks uses an example call diagonal strategy to demonstrate a bullish stance in today's Daily Trader. For Tesla (TSLA), Kevin looks at current headwinds facing the automaker. Then, he looks at coffee giant Starbucks (SBUX) ahead of its 2Q earnings report. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable f...

General Motors (GM) posted an earnings beat but delayed its conference call due to a lack of clarity on tariffs. Karl Brauer says the Trump administration needs to focus on long-term tariff plans to ensure the auto industry stays on a track to profitability. Garrett Nelson has a hold on General Motors as he's waiting to see how future earnings shake out in a tariff environment. ======== Schwab...

Greenwich Lifesciences (GLSI) is a company that focuses on preventing the recurrence of breast cancer after surgery. CEO Dr. Snehal Patel discusses how it can create a vaccine to help the immune system kill cancerous cells in tandem with other traditional treatments. “In our Phase 2 trial we prevented 80% or more” recurrences, he claims. They are currently running a Phase 3 trial, and he discusses...

Jessica Inskip urges investors to keep tariff volatility in mind when adjusting your portfolio. She talks investors through how Fastenal (FAST), Costco (COST), and Berkshire Hathaway (BRK/B) offer piece of mind as volatility stays high. Charles Schwab's own Ben Watson turns to the bullish and bearish technical trends. ======== Schwab Network ======== Empowering every investor and trader, every...

Talley Leger says a significant shift has occurred: “We haven’t seen this kind of lopsided sentiment and positioning” since major crises like in 2000 or 2008. He notes that in the company guidance that hasn’t been pulled yet, many are revising higher. “You don’t have to be too choosy, just buy everything,” he adds. He thinks the first impact of tariffs will be shown in the jobs data this week. ===...

Visa (V) is on deck to report earnings after the close. Caroline Woods talks about how the credit card company will highlight consumer spending trends. One metric she's keeping a close eye on: cross-border volume, which can offer another perspective into international travel. Tim Biggam turns to an example options trade in Visa. ======== Schwab Network ======== Empowering every investor and tr...

“Predicting interest rates is a fool’s errand.” Sean Dranfield examines the fixed income market, saying history shows Wall Street forecasts are right only around 10% of the time. “Try to build a diversified portfolio” that can benefit both ways, he advises, particularly in this time of substantial volatility. ======== Schwab Network ======== Empowering every investor and trader, every market day....

Honeywell (HON) popped after its earnings beat and raise, which Jonathan Sakraida attributes on its ability to navigate tariffs and lack of dependency to China. He talks about how the company did so by derisking its supply chain. On the other end, Jonathan sees Caterpillar (CAT) struggling, maintaining a neutral to bearish stance on the stock. Tom White offers example options trades in both compan...

Amazon (AMZN) shares faced selling pressure after the White House called the company's decision to display tariff costs on products a "hostile and political act." Diane King Hall notes it's just the latest company following a formula. Hims & Hers (HIMS) rallied more than 25% after it joined a partnership with Novo Nordisk (NVO) to distribute Wegovy. Diane also turns to SoFi T...

5,600 continues to be the level Kevin Green monitors as resistance for the SPX. While he sees investors holding ground, he points to the VIX v. front month VIX as a sign more selling pressure can hit the market. Kevin still believes there's potential for a VIX crush, just not this week. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Ma...

Jeffrey Kleintop reacts to the Canadian elections and notes that growth is forecast to be unaffected by the trade war. He notes that the last shipments from China ordered ahead of the tariffs should be arriving around now, so we should see financial impacts beginning in the middle of May. “We’re looking at a pretty big dry up in supply of goods,” he notes, looking at data on scheduled vessels. He...

This morning's earnings movers saw down arrows ahead of the opening bell. Spotify (SPOT) was down as much as 7% when its bottom line saw a big miss despite healthy subscriber growth. Jenny Horne notes commentary from the CEO on Spotify's outlook spurring skepticism. UPS Inc. (UPS) beat on its earnings but plans to cut 20,000 jobs and close dozens of sites around the country. ======== Schwa...

U.S. Treasury Secretary Scott Bessent spoke at the podium as Kevin Hincks reported from the Cboe Global Markets. Bessent urged Americans to watch the hard data coming down the line, as Kevin points out strength in the latest prints. One weak spot came from General Motors (GM), which posted an earnings beat, though a postponed conference call and the company not accounting tariffs worried investors...

Starbucks (SBUX) reports 2Q earnings Tuesday and investors will be looking for signs of a turnaround under new CEO Brian Niccol. Tom White helps preview the company's report before turning to example trading strategies in the coffee shop chain. Like other companies, Tom says guidance will be key for SBUX moving forward. ======== Schwab Network ======== Empowering every investor and trader, eve...

In the current environment where consumers consider cutting back subscriptions, Bob Lang looks at Spotify (SPOT) which is down after earnings. The audio streaming giant's CEO said "The short term may bring some noise, but we remain confident in the long-term story." For Sofi (SOFI), Bob calls it a "lights out quarter" and says this is a company to watch as student-loans sta...

"Liberation Day created a crisis" but Brian Levitt says there's been some incremental improvement since the initial sell-off. He points to the bond market response on April 21st as a "stagflation fears" type of move, but noted the Trump Administration's 90-day tariff pause shortly after. On the consumer side, Brian adds there's concerns about where prices are going...

Ben Watson says investors could be swiping at near-term, range-bound price activity in Visa (V). He adds two studies: the MACD and ADX while explaining the use case of these technical indicators. On a longer-term chart, he points to the $320, $340 and $350 levels as key areas to watch ahead of earnings. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscr...