Schwab Network

Kenneth Leon believes Spotify (SPOT) has "all the appeal" of a growth stock in the current economic environment. He expects the company to withstand recession risks alongside streaming peers like Netflix (NFLX), though Kenneth says Spotify has to beat on fundamentals in its earnings tomorrow. Tom White offers a pair of options trades in the streaming giant. ======== Schwab Network ======...

Domino's Pizza (DPZ) served up earnings that got cold reaction from investors. Diane King Hall talks about the company's miss and why it may need to focus more on promotions to beef up profits. She later notes HSBC's double downgrade on Eli Lilly (LLY) with the firm seeing various headwinds for the company. On a positive note, Diane discusses the upgrade Boeing (BA) got from Bernstein....

“This looks like the beginning of a bear market,” argues Michael Shaoul. “We reached terminal enthusiasm” towards megacap technology last year, which is what caused the bear market, not tariffs, in his opinion. He’s looking at places previously “starved of capital” for opportunities. He also looks abroad, including Japan’s defense sector, Hong Kong, and other areas. ======== Schwab Network =======...

Kevin Green notes all the positive momentum he's seen in the SPX but says he's "getting nervous" as the index moves back toward its 50-day SMA. He believes bulls can reemerge by filling a gap. Wednesday's GDP print is what Kevin expects to be the biggest market moving event of the week, pointing to the Atlanta Fed's GDP expectations as something investors may not be prici...

Jenny Horne discusses the biggest A.I. movers to start the trading week. On Nvidia (NVDA), she points out continuing challenges it faces from Huawei as the Chinese company seeks to build chips more powerful than Nvidia's H100. She later turns to Tesla (TSLA) CEO Elon Musk, who is raising money for another one of his businesses: xAI. ======== Schwab Network ======== Empowering every investor an...

"There's something for everyone this week" when it comes to the markets, says Kevin Hincks. He points out a slew of economic data and earnings that include 180 names in the SPX. The biggest companies on the earnings slate include Apple (AAPL), Amazon (AMZN), Meta Platforms (META) and Microsoft (MSFT). Tariffs may pose a threat to earnings if hardships start to show up in the economy....

Spotify (SPOT) shares are up about 40% this year and are up more than 120% year-over-year. Rick Ducat looks at the technicals in the audio streaming giant as earnings loom. Tom White provides an example options strategy for SPOT. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe D...

Domino's Pizza (DPZ) beat on profit but missed on revenue, sparking concerns about consumer spending habits. Spencer Hakimian says the company's growth prospects are tied to the U.S. market, where a consumer slowdown could have a significant impact. Hakimian believes a change in consumer confidence, a strong job market, and controlled food prices are needed for a turnaround. ======== Schwa...

Wayne Kaufman joins Diane King Hall at the NYSE desk to share his thoughts on the market impact of the U.S.-China trade talks and President Trump's reaction to the recent volatility. Kaufman believes that while the government may not publicly admit it, there are likely ongoing negotiations between the U.S. and China, citing recent tariff rollbacks as a sign of progress. He also sees the recent...

Breakout or Fakeout? Kevin Horner gets technical on the chart for Tesla (TSLA), which has seen a 28% move in just a week. With the stock now testing the $290 level - a key resistance area that coincides with the 200-day moving average - Horner says a close above this level could be a bullish sign. However, he also cautions that traders should be aware of the potential for a fakeout, especially wit...

Stocks are set for a make-or-break week as earnings and economic data flood in, including GDP, PCE, and jobs numbers. The S&P 500 (SPX) is testing a key resistance level around $5575 amid a volatile April, and Kevin Green says a close above that level on strong volume could give bulls more confidence in a rally. Meanwhile, Boeing (BA) shares are up after an upgrade from Bernstein, which sees t...

It's a new week, with plenty of earnings ahead! Tom White takes a look at 3 stocks on the move ahead of the opening bells. Tesla (TSLA) shares are higher. Nvidia (NVDA) reportedly faces competitive pressures from China's Huawei. And, Boeing (BA) catches an upgrade from Bernstein. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Marke...

TSMC (TSM), also known as Taiwan Semiconductor Manufacturing Company, is the subject of this week's tech sector deep dive! George Tsilis examines the global foundry leader's business operations and describes how TSMC became the industry standard for semiconductor manufacturing. George looks at the headwinds facing TSMC, including ongoing uncertainty with U.S. and China trade relations. ===...

Bulls win. The NDX rallied more than 6% this week while the SPX gained more than 4% off positive tariff headlines from the Trump administration. Tesla (TSLA) closed the week as one of the SPX's top performers despite an earnings miss. Alphabet (GOOGL) muscled an earnings win led by its advertising and cloud revenue. The same couldn't be said for Intel (INTC) when its 2Q guidance fell below...

The Nasdaq shows signs of life as earnings season gets underway. Sal Bruno attributes the gain to earnings beats and a more stable tone on China trade. Bruno also highlights the importance of looking beyond Mag 7 names, citing stocks like Costco (COST), Netflix (NFLX), and UnitedHealth Group (UNH). With Big Tech earnings on the horizon, including Meta Platforms (META), Microsoft (MSFT), and Apple...

SLB (SLB), formerly known as Schlumberger, missed on its latest earnings report. What makes this an overlooked stock, according to George Tsilis, is its importance to cyclicality in the oil and gas space. He also explains that the potential pullback in CapEx spend from businesses will pin additional pressure on SLB. ======== Schwab Network ======== Empowering every investor and trader, every marke...

Phil Streible reviews the week in commodity markets. On the SPX, he sees resistance around $5,700, and is hoping we can hold the $5,500 level. He says industrial focus can boost the prices of silver and copper and normalize the ratio between gold and silver. However, he thinks that the recent volatility has shown investors that everyone should have some gold holdings. He argues that bitcoin has re...

Charles Schwab's Michelle Gibley notes that markets globally closed higher on the week, saying the "worst case scenario" for tariffs is temporarily off the table. That said, she believes there needs to be more deal details for an uptrend to hold. Mike Townsend agrees, arguing that concrete signs of progress will drive market confidence. Mike points to developments in tax spending as...

The SPX has a winning week on Wall Street. Consolidation on Friday is something Kevin Green doesn't see as unusual considering the strong rallies earlier this week. What can give bears an edge is next week's economic data, which has a mix of soft and hard prints. That, on top of a slew of new earnings, is something Kevin expects will set up a turbulent week ahead. ======== Schwab Network =...

Robert Schein believes Alphabet (GOOGL) will set the tone for Mag 7 earnings on deck this week. He expects to see weaker guidance across the Big Tech spectrum but says the most important numbers will be cloud revenue and A.I. CapEx spend. Robert eyes Amazon (AMZN) as an attractive buy as valuation shrinks back to levels not seen since 2009. One non-Mag 7 company catching his attention: Netflix (NF...

Que Nguyen thinks volatility is going to turn, but in the meantime, it might be a good time to buy. She thinks recession risk is out there, but that a lot of that risk is priced in under the hood. She looks at the healthcare sector, which she thinks can provide protection if the economy falls. She argues that dollar weakness may not continue, and is a proponent of international diversification. ==...

Exodus CFO James Gernetzke believes Bitcoin is reclaiming its status as "digital gold." He expects the new regulatory environment, which includes a crypto task force at the FTC, will have more people bolstering their digital wallets. He also talks about Bitcoin's role as a stable, non-inflationary asset. ======== Schwab Network ======== Empowering every investor and trader, every mar...

"We’re in a volatility spiral,” Jacob Shapiro says. He expects a global shift ahead, looking at strong declines in trucking & port data. He thinks Trump is “bluffing on everything” because the U.S. risks a “massive economic catastrophe” otherwise. He thinks we could start to see major impacts in 2Q, including empty shelves at the grocery, and into 3Q if we don’t see any deals made in the...

Todd R. Walsh says he’s “never met someone” who could successfully buy the dips & sell the rips during high volatility and advises investors to think more long-term. On Fed cuts, he does not expect the two cuts many traders are pricing in this year. His “base case” is a choppy market and says, “when things get good, don’t get too excited.” However, “don’t get too depressed” either, unless the...

Rob Swanke says P/E ratios across the tech sector have fallen to 24x from 30x. With more Mag 7 earnings coming up, he urges investors to turn to enterprise-focused names as opposed to consumer discretionary. Greg Martin agrees and points to Microsoft (MSFT) and Meta Platforms (META) as two companies on his radar. He warns against Apple (AAPL) due to its China ties amid tariff volatility. ========...