Schwab Network

Stocks got some possible positive news after reports suggested the White House was looking to ease up on auto tariffs, especially for domestic automakers. Kevin Green breaks down the details, including which companies could benefit and shares his take on General Motors (GM) after its latest earnings report. ======== Schwab Network ======== Empowering every investor and trader, every market day. Su...

A trio of earnings movers highlight today's Morning Minute. UPS (UPS) beat on EPS but revenue was lower than a year ago. General Motors (GM) slips after it reassesses its 2025 guidance in the wake of Trump's tariff policy. And, Royal Caribbean (RCL) raised it's full-year outlook after better-than-expected figures in its 1Q report. Tom White has the latest earnings action here. ========...

A back-and-forth day on Wall Street ended with all indices except the NDX closing higher. One company notably left out of gains: Nvidia (NVDA), as the A.I. giant faces new competitive headwinds in China. Tesla (TSLA) was down as much as 4% before closing above the flat line, as CEO Elon Musk seeks $20 billion in additional funding for xAI. Boeing (BA) was the leader of the $DJI thanks to an upgrad...

Olivier Blanchard considers Huawei's new A.I. chip a "significant threat" that Nvidia (NVDA) has time to react to. The biggest headwind Olivier sees for the A.I. giant is license restrictions on its H20 chips, which Huawei took advantage of. He turns to the next steps Nvidia can take to ensure it holds leadership in the A.I. space. ======== Schwab Network ======== Empowering every in...

Is regulatory clarity on the horizon for crypto? Gerald Gallagher says "we're right on track" with the current administration's efforts to provide a clear regulatory environment for the industry. He cites progress on Stablecoin legislation and market structuring as top priorities, with the potential for "enormous" traditional finance adoption once achieved. ======== Sch...

The longer tariffs hang over Americans, the more likely growth can be staggered long-term, says Charles Schwab's Collin Martin. It can also pose a domino effect onto the Fed. Collin says hemorrhaging growth can spiral to stagflation, which puts more pressure on Jerome Powell and his interest rate plan. ======== Schwab Network ======== Empowering every investor and trader, every market day. Sub...

In this episode of Market Overtime, Charles Schwab’s leading voices — Omar Aguilar, Jeffrey Kleintop, Liz Ann Sonders, Kathy Jones, and Mike Townsend — share their perspectives with Diane King Hall on recent stock market volatility, global market trends, and thoughtful approaches to helping safeguard your portfolio during uncertain times. ======== Schwab Network ======== Empowering every investor...

Carley Garner is targeting $50/barrel for crude oil, or even lower. However, this price does not reflect a potential recession. She expects continued demand destruction for oil, and says that if it follows recent patterns in 2016 or 2020, we could be at the “beginning of the downtrend.” ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market...

Scott Bauer covers the commodities market, reviewing last week’s moves in gold and saying he continues to buy on the dip. “I’d actually rather buy silver than gold,” he says, waiting for the metal to catch up with its peer. He says the market will be watching the Mag 7’s earnings this week, but afterwards it will still be trading “on tariffs,” putting substantial time pressure on the White House....

Ivan Feinseth maintains his stance that the pullback investors have seen is a buying opportunity. He expects Nvidia (NVDA) to hold A.I. leadership and anticipates tech to lead a market rebound. Other names tied to the A.I. trade Ivan is watching includes Oklo Inc. (OKLO), Landbridge (LB), and Texas Pacific Land (TPL). On interest rates, he says Jerome Powell and company "raise too late, and c...

Zachary Hill is paying “a lot of” attention to guidance this earnings season, arguing the world has changed so quickly that previous results have never been less important. He thinks Trump has a deadline of a few weeks max to announce some trade results or the market will lose the rally. However, he doesn’t see a strong risk of recession. ======== Schwab Network ======== Empowering every investor...

David Schulhof manages the MUSQ ETF, which holds music and streaming-centric stocks. He created the ETF on expectations companies like Spotify (SPOT) and Live Nation (LYV) to outperform compared to the rest of the market. David discusses why investors should tune into developments around these companies. He also like Apple (AAPL) and Amazon (AMZN) in MUSQ due to their increasing exposure in the in...

Christian Magoon likes silver stocks, highlighting its industrial uses, and thinks it can catch up to gold. He also likes the “safety net” of fixed cybersecurity spending, but notes that on the other hand, innovation is mandatory in that industry. He also talks about the funds his firm is launching for crypto, calling them “ways to play bitcoin with shock absorbers.” ======== Schwab Network ======...

“A lot of good news is priced in,” contends Darius Dale, but thinks there’s pain ahead as well. He thinks we’re in a ‘W-shaped’ market and advises patience instead of buying the dips right now. He disagrees with other market estimates that expect a rebound and acceleration in the second half of the year. Instead, he thinks odds of a recession will rise and the Fed will ease rates. ======== Schwab...

Nick Raich and David Wagner preview Pfizer (PFE) earnings, scheduled for Tuesday premarket. Nick is looking for growth outside of its Covid revenue, and notes the “political risk” it faces under RFK Jr. David thinks it has unrealistic vaccine sales guidance and highlights the failure of its GLP-1 pill, saying he’s on the sidelines for this one. ======== Schwab Network ======== Empowering every inv...

Patrick Mueller saying investors are "getting numb" to tariff volatility. He expects uncertainty to last for months and urges investors to stay patient until the financial outlook clears. Patrick is keeping gold and silver on his radar, particularly silver, as he expects the metal to be used in many companies. That said, he says Big Tech and A.I. names will lead the comeback once a trend...

SoFi Technologies (SOFI) posts earnings Tuesday morning, and Jeff Pierce says investors have plenty of reasons to be excited heading into the report. He notes strong EPS growth projected on the quarter but isn't as confident on the full-year outlook. Jeff talks about the moat SoFi is trying to build and whether it has the strength to stand against pending economic slowdown. ======== Schwab Net...

Royal Caribbean Group (RCL) stock has taken a hit along with its peers in the cruise line sector, but Landon Swan, co-founder of LikeFolio, believes the company's strong fundamentals and affluent customer base will help it weather the storm. Swan notes that while record bookings may be slowing slightly, Royal Caribbean is still outperforming its competitors, with onboard spending up 20% and a...

Thomas Kaplan, Chairman of Novagold (NG), says gold could become equal to the Dow. “Everyone is going to say that they want precious metals…and there isn’t enough to go around at these price levels.” He argues that Novagold has the best “development story in the world today” for mining as it acquires Barrick Gold’s (GOLD) stake in the Donlin mine along with John Paulson. ======== Schwab Network ==...

Melissa Armo and Phil Kafarakis break down Domino’s Pizza (DPZ) earnings. They discuss the impact of tariffs, and Phil points out the portion of their growth and revenue made up of franchisees. He also discusses their competition, including Casey’s (CASY), but likes their international growth. Melissa points out that consumers looking for deals might not go to grocery stores instead with prices hi...

Charles Moon with Prosper Trading Academy turns to companies he expects to move with upcoming earnings and key technical levels. He looks into The Trade Desk's (TTD) tie to Meta Platforms' (META) earnings, Dell Technologies' (DELL) push toward its 50-day SMA, and Tesla's (TSLA) critical support point. Rick Ducat shows the technical patterns investors should watch in all three stock...

Eric Sterner is surprised that Trump decided to negotiate tariffs with the whole world at once. If that’s dealt with, though, he thinks consumers will keep spending at “healthy levels,” and points to tax cuts and deregulation in the latter half of the year getting the market “back on track.” He likes utilities, health care, and financials, arguing that they’re the most insulated from tariffs. ====...

Ahead of a busy week in earnings and ecodata, Kevin Hincks puts together example options trades in two areas of the economy. For technology, he looks at Nvidia (NVDA) and utilizes a complex, custom trade type with a bullish tilt. And, for the industrial group, Kevin composes a call diagonal in aerospace giant Boeing (BA) as shares hover below 2025-highs. ======== Schwab Network ======== Empowering...

Lightbridge (LTBR) CEO Seth Grae returns to Schwab Network and talks about the needs nuclear power can meet for A.I. buildout. He believes nuclear is "perfect" for supplying constant, renewable energy, something he expects to be essential for data centers. Seth says it also opens a window for the U.S. to become energy independent from China. He later discusses how Lightbridge is working...

UPS Inc. (UPS) investors hope the company ships out a win in tomorrow's earnings. Caroline Woods says there's more than 20% upside for its stock, according to analysts. That said, FedEx's (FDX) earnings showed numerous headwinds UPS will have to navigate as well. Joel Hawthorne takes Caroline's notes in mind when creating his example options trade for UPS. ======== Schwab Network =...