Schwab Network

Alphabet (GOOGL) reports earnings after the bell Thursday. The Mag 7 giant sold off after its report last quarter when its cloud revenue didn't meet expectations. Even though the stock is 25% off its previous high, Caroline Woods says there's still pressure on Alphabet to deliver as a potential breakup looms over the company. ======== Schwab Network ======== Empowering every investor and t...

Cinthia Murphy brings ETF investing strategies for traders to consider. She notes that while the market is concerned about tariffs, demand for U.S. equity exposure remains strong, with $40B inflowing into U.S. equity ETFs in April alone. She highlights revenue-focused ETFs like EGLE & FLAG, as well as reshoring-focused ETFs like NRSH, RSHO, and MADE. ======== Schwab Network ======== Empowering...

Don Kaufman with TheoTrade goes bullish on Nike (NKE) as current technicals present a buying opportunity for him. However, he shows his bearishness in JPMorgan Chase (JPM) and the iShares MSCI Emerging Markets ETF (EEM). Rick Ducat turns to the bearish and bullish signals in the charts. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market...

Andrew Brenner says China deals are coming, “no question about it.” He doesn’t think the “Buy America” trade is “out the window” yet. He notes liquidity issues in the dealer community, which “the Treasury Secretary and the Fed have to address.” ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork....

AT&T (T) saw slight traction higher after posting its earnings beat. However, David Trainer believes most of the good news is already priced into the stock. He's more favorable on Verizon (VZ). However, Matt Maley points to AT&T's dividend as a strong defense play. He notes the company, alongside Verizon and T-Mobile (TMUS), are key stocks to watch amid tariff volatility. ========...

As Mag 7 earnings take center stage this week and next, Kevin Hincks looks at 2 names among the mega cap tech space. For both Nvidia (NVDA) and Meta Platforms (META), he composes an example call diagonal trade. Kevin explains the reasoning behind using May strike dates for two different stocks and how these trades are similar, yet different. ======== Schwab Network ======== Empowering every invest...

Karen Veraa Perry of Blackrock looks at fixed-income strategies. She highlights funds that are seeing strong inflows, noting that investors are “reducing risk” by moving into short-duration Treasuries. Long-duration is also seeing interest, with TLT seeing “$11 billion a day.” However, municipal bonds are underperforming. She also says there are still billions in money market funds sitting on the...

Jeff Pierce believes Chipotle's (CMG) after hour earnings is "not expected to wow investors." That said, he points to metrics investors should watch as indicators to Chipotle's overall health. The company is tackling tariffs as it aims to expand its reach outside the U.S. Prosper Trading Academy's Scott Bauer offers an example options trade for Chipotle. ======== Schwab Netwo...

Steven Dickens says IBM Corp. (IBM) is using A.I. from a cost-cutting and security perspective, which makes it an emerging leader in the industry. He turns to the tech the company's using that helps give it an upper hand against competitors. Tom White offers neutral and bearish example options trades for IBM. ======== Schwab Network ======== Empowering every investor and trader, every market d...

"Treat this as a counter-trend bounce," says Kevin Green. He notes growing confidence on Wall Street but warns there's still a long road ahead to restore the bull market. He points to 5,400 in the SPX as the level to watch, which proved to be a key level of resistance since the tariff downtrend began. Turning to gold and silver, he points to historic MACD crosses in the metals that s...

GE Vernova (GEV) opened with a rally after the energy company beat earnings and held its guidance. AT&T (T) beat on revenue and subscriber estimates, though investors aren't reacting much to the earnings. Intel (INTC) also moved after a report surfaced that it plans to cut 20% of its staff. Diane King Hall takes a closer look into the moves leading Wall Street this morning. ======== Schwab...

Peter Andersen says “the main driver of all this confusion” is markets is the tariffs. Trump needs a “major win” on trade, and the market still has “underlying optimism” that it will happen. “Time is his enemy,” he adds. Peter is positioned for a “tremendous” bounce back in markets but thinks multiple data points are needed to push the market back up. However, he is turning skeptical on big tech a...

Step aside mortgage applications and PMI, the markets are still being driven by headlines. Kevin Hincks points to positive news on tariffs and Fed independence that opened the door to a big rally overnight. Additionally, Boeing's (BA) post-earnings rally added positive sentiment for the market. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe t...

Even though its first quarter earnings showed a lack of traction, Tesla (TSLA) still drove higher after Elon Musk said his time allocation to DOGE will "drop significantly." Jenny Horne takes a closer look at the earnings and explains Elon's path ahead to turn Tesla around. She later turns to Meta Platforms (META) and Apple (AAPL) after the EU fined the companies and ordered them to...

Burrito, Taco, Guac and Technical Analysis. Rick Ducat orders up a few different chart patterns to watch for Chipotle (CMG) ahead of earnings. While shares have struggled alongside the overall markets so far in 2025, he zooms out to provide a 5-year perspective on the fast-casual dining company. Then, Tom White looks at a bullish call vertical example trade in CMG. ======== Schwab Network ========...

AT&T (T) "checked all the boxes" says James E. Demmert. He joins Diane King Hall at the NYSE set to dive into the telecom stock's latest earnings report that showed postpaid phone net adds over 324k. He says investors should focus on the company's outperformance relative to the S&P 500 (SPX). He believes it could ride the wave of A.I. technology adoption and thinks it is...

Bernstein upgraded Cava Group (CAVA) to outperform with a price target of $115. In terms of the technical perspective for the fast-casual food chain, Kevin Horner sees a "floor" at $74 and believes a $20 upside range from there is one investors should watch. If shares could take out $94, it would also surpass the 50-day SMA which Kevin says could be appealing for traders. ======== Schwab...

Kevin Green is back on Morning Movers as equity futures build on Tuesday's rally. KG examines the headlines coming out of the White House as President Trump appears to be softening his tone on Fed Chair Powell. Investors will also await news from Treasury Sec. Bessent who is set to speak at 10am ET with an apparent update on trade deals. KG is looking for stability in rates and the U.S. dollar...

Dave Mazza looks at Boeing (BA) after better-than-expected earnings, but the outlook "is really so hard to forecast" in light of ongoing trade tensions with China. While Dave still thinks the investment community is skeptical on BA, he does call the aerospace giant a potential turnaround story. For Tesla (TSLA), Dave says the company's story is "really hard to disentangle from E...

Tesla (TSLA) shares are on the move higher despite an earnings miss. CEO Elon Musk says his DOGE duties will drop "significantly" next month. Apple (AAPL) and Meta Platforms (META) face E.U. fines. And, Intel (INTC) announces job cuts. Tom White has the latest. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslett...

arkets surged Tuesday as investors gauge potentially positive trade deal developments emanating from the White House. But, the biggest event of the day took place after the closing bells, as Tesla (TSLA) reported its latest quarterly figures. The EV maker missed on both the top-and-bottom line and said it would revisit its guidance. Elsewhere in earnings, Aerospace and Defense stocks reported mixe...

Tesla (TSLA) shares remained mostly unchanged despite a top and bottom line miss, thanks to better-than-expected gross margins and an on-track FSD timeline. While the company faces near-term headwinds from tariffs and supply chain issues, its energy storage business shined. George Tsilis breaks down the mixed earnings report and what it means for the Tesla's outlook. ======== Schwab Network ==...

Steve Westley says Tesla (TSLA) still has a long road ahead following its earnings. A miss on the top and bottom line are just the beginning of its problems, as he believes it needs to prove its capabilities beyond being a car company. On Elon Musk's role with DOGE, Steve thinks the Tesla CEO needs to return to the driver's seat of leadership. ======== Schwab Network ======== Empowering ev...

Mag 7 earnings are officially underway after Tesla (TSLA) reported a top and bottom line miss in its earnings. Jeff Pierce and Scott Dufrey join Caroline Woods in analyzing the report as they discuss the revenue and timeline surrounding the company's robotaxi. They also turn to Capital One's (COF) earnings. ======== Schwab Network ======== Empowering every investor and trader, every market...

"We're just getting back what we lost yesterday," says Charles Schwab's Nathan Peterson. Sentiment around the trading session fared better for investors with optimism on trade progress from the White House. However, Nathan points out the VIX at 30 as a sign of many 2% moves in the SPX to come. He later turns to the technicals in the SPX and explains the bear market trends he sees...