Schwab Network

Likefolio’s Megan Brantley covers consumer sentiment on Domino’s Pizza (DPZ). She notes their strong advertising and loyalty program and calls it “best-of-breed” in the pizza space. She thinks that its integration with third-party delivery apps, despite still using their own drivers, is a catalyst that could “long-term help the company” by attracting more consumers. ======== Schwab Network =======...

Intel (INTC) reported high-single digit growth in its foundry and data center businesses, but George Tsilis thinks the company needs much more for a clean turnaround. A wide range in 2Q revenue guidance is a major concern to George, who points out the company's $50 billion debt. However, he believes Intel still offers quality technology, the company just needs a plan to stronger profitability....

With earnings season around the corner, Dan Ahrens says it's time for investors to rethink their tech-heavy portfolios and explore opportunities in other areas, such as the consumer space. He highlights the AdvisorShares Restaurants ETF (EATZ) and also sees value in the hospitality space, despite a recent sell-off. He points to the potential for a rebound in travel-related stocks, such as thos...

Ian Wyatt and Ted Rossman discuss the Consumer Sentiment survey, which fell for the fourth straight month. The data is predictive, Ted argues, because it shapes purchasing decisions: consumers are stocking up, advancing purchases, and might pull back in the future. He thinks the data could push the Fed to keep rates higher for longer. Wyatt said what’s “concerning” about higher expectations around...

Alexander Blume still holds a positive outlook for Bitcoin as the cryptocurrency inches back toward $100,000. He believes it can tap $150,000 by the end of the year. His case points to a weakening U.S. dollar and countries seeking Bitcoin as a way to convert debt. While Alexander is bullish on Bitcoin, he says "Ethereum is garbage" due to its expensive tech and slower macro reaction comp...

TheoTrade's Don Kaufman remains a strong bear when it comes to his Big 3. He believes there's damage in Alibaba's (BABA) technicals that go beyond tariff concerns. On Netflix (NFLX), he doesn't see the streaming giant holding its all-time high. Don adds that Nvidia (NVDA) will face plenty of A.I. pressure from international competitors like Huawei. Rick shows the bearish and bullis...

Andrew Arons doesn’t believe we’re in for a recession, expecting the markets to recover “pretty quickly” with tech leading. In fact, he expects some sort of resolution in the next 2-3 weeks, with earnings “propelling the market,” and rate cuts giving it another boost into the end of the year. He sees opportunities in Meta Platforms (META) and Amazon (AMZN), expecting a 10%-20% rise in both. He als...

J.D. Durkin points to guidance as the culprit for today's selling action in Intel (INTC). He says new CEO Lip-Bu Tan's commentary on upward momentum wasn't enough to win investors over with uncertainties lingering over its foundry business and 2Q figures. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter -...

Tom White steps into the Daily Trader studio to discuss two of next week's earnings names to keep on the radar: Amazon (AMZN) and Reddit (RDDT). Both names have historically pointed to digital advertising spending and revenue as significant indicators of their consumer base's sentiment. With earnings in focus, Tom composes example options trades for both AMZN and RDDT. ======== Schwab Netw...

Roy Behren notes mergers and acquisitions have fallen off a cliff after first quarter. However, Roy isn't saying that deal activity will continue to slow. He talks about the merger process companies take to explain why there is a current slowdown. He believes the Trump administration remains favorable to acquisitions but has to overcome various headwinds brought to light in recent deals. =====...

Meta Platforms (META) will reportedly cut 100 employees from its Reality Labs division ahead of the Mag 7 company's earnings next week. J.D. Durkin talks about the latest developments and what it means for Meta's future plans. He notes A.I. spend will be what investors will watch the most, as well as any updates surrounding the company's antitrust fight in D.C. Dan Deming offers an exa...

Apple (AAPL) is expected to double its iPhone output from India to 80 million. Diane King Hall says the company is bracing to maneuver its production around tariffs aimed at China. On earnings, T-Mobile (TMUS) lagged compared to peers when its customer additions didn't meet expectations. Diane also turns to Gilead's (GILD) earnings, which showed pockets of strength that face pressures in a...

David Kaplan says AbbVie (ABBV) shows "unusually strong growth compared to peers." While he notes parts of its business is exposed to tariffs, the pharmaceutical and medical device industries are typically resilient to macro headwinds, and he believes AbbVie can withstand most. George Tsilis later joins to offer example options trades in AbbVie and UnitedHealth (UNH). ======== Schwab Net...

Only 24% of the SPX traded higher at the opening bell, but it's not surprising to Kevin Green after seeing strong rallies the last three days. As long as bulls hold the SPX 20-day SMA, he sees the uptrend continuing. He also points to a potential bottom in the 4-year chart of the SPX futures. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

Domino's Pizza (DPZ) kicks off next week's busy earnings slate, as the pizza chain reports ahead of Monday's open. Rick Ducat looks at the recent sideways price action in DPZ, and highlights a bullish engulfing candle in Thursday's trading session as a key indicator ahead of earnings. Then, Tom White provides a neutral example trade using an iron condor options strategy. ======== S...

Don Luskin notes that if you strip out the Mag 7 from the S&P 500, “the S&P 493 remains unchanged!” He stresses, “Things aren’t as bad as they feel.” He thinks the Supreme Court could overturn Trump’s tariffs and says he’s not a fan of tariffs in general, as they’re just another form of tax. However, putting them in context, he argues that Trump’s proposed tax cuts outweigh the costs of th...

Jenny Horne dives into Alphabet (GOOGL) earnings after the tech giant reported an earnings beat and strong growth in its Google Cloud segment. Then, she turns her attention to Intel (INTC) as shares waver after the company's guidance comes in below estimates. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - htt...

Thomas Martin says “the technical are favoring a bounce here” in markets, but thinks we’ll probably retest the recent lows. Focusing on strong fundamentals, his picks include Quanta Services (PWR), an electric company, Costco (COST), and Nvidia (NVDA). Still, he emphasizes diversification and thinks the SPX remains a good investment. ======== Schwab Network ======== Empowering every investor and t...

Jenny Horne and Nate Peterson examine this week's move higher in Bitcoin and what it indicates about the overall market sentiment. Nate compares the price activity in the crypto coin to Gold as well as Silver. Gold prices took a hit this week, but still managed to touch new all-time highs. Find Crypto Corner episodes weekly, right here on Schwab Network's YouTube Channel. ======== Schwab N...

Keith Townsend is "super excited" about the Google Cloud numbers he saw in Alphabet's (GOOGL) latest earnings, calling it the "poster child" and "crown jewel" of the company's business. He sees this aspect of their business feeding into Google's A.I. push, enhancing Gmail and YouTube as well. For other Mag 7 earnings ahead, he is interested to hear from Mi...

Scott Bauer (@ProsperTradingAcademy) says even despite this week's rally, "we're not out of the woods yet" as markets will continue to whipsaw back and forth on every trade negotiation headline. For now, Scott's looking for stabilization instead of normalization as he focuses ahead to a slew of big tech earnings next week including Meta Platforms (META), Microsoft (MSFT), App...

Les Borsai joins Diane King Hall at the NYSE set to discuss cryptocurrency trading and the recent outperformance of Bitcoin. On BTC acting as a safe-haven, Lee sees a weakening dollar and Pres. Trump's trade policy as catalysts for investors rushing into the crypto asset. Asked if he sees it crossing above $100k, Lee believes the scarcity of Bitcoin inherently means it will only go higher. ===...

Next week's earnings slate will be dominated by big tech companies, including Apple (AAPL). Kevin Horner joins Morning Movers to take a glance at the technical picture for the iPhone maker. Looking at a 5-year weekly timeframe, Kevin sees $130 as a longer-range zone of support if shares negatively react to its upcoming report. ======== Schwab Network ======== Empowering every investor and trader,...

Kevin Green says the current market environment is made for the traders. He adds that it wouldn't be surprising to see a stall or slight pullback after the 6% move higher over the past 3 trading sessions. In terms of levels for the S&P 500 (SPX), he sees upside resistance of $5600 but cautions about walls that could be partially due to increased hedging positioning from Thursday's fina...

Alphabet (GOOGL) rallies after earnings. Intel (INTC) faces challenges under its new CEO. And, Apple (AAPL) reportedly sees increased output from its India-based iPhone manufacturing. Diane King Hall examines Friday's morning movers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/sub...