Schwab Network

When asked if he's expecting more conservative guidance in company's upcoming earnings, Chris Versace simply answered: "100%." Chris joins Diane King Hall at the NYSE to discuss the significance of earnings growth estimates, guidance and outlook from some of the biggest earnings reports still to come. Base case for the Mag 7 stocks, he sees "good earnings growth" but be...

Jeff Kagan says the earnings report from Verizon (VZ) was pretty typical for the leader in the telecom wireless space. He points to a weaker economy, weaker consumers weighing on the company's subscriber losses. He urges investors to have a longer-term perspective on the industry as it has evolved from 3G to the inevitable 6G wireless networking broadband. Jeff believes Verizon along with T-Mo...

Barclays announced a downgrade for Texas Instruments (TXN) as shares hover above 52-week lows before Wednesday's earnings report. Rachel Dashiell examines the technical patterns in the semiconductor stock, citing an old support zone around $170 which is well above Barclays new price target of $125. On the longer-term chart, Rachel points to a support zone at $140 and a Relative Strength Index...

"This would be one of the more unnerving things" for market participants, says Scott Bauer (@prospertradingacademy) about Donald Trump's ongoing public lambasting of Fed Chair Jerome Powell. Scott points out that lowering rates is a committee decision, not just the Fed Chair's alone. Scott looks at recent performance in gold, the U.S. Dollar and overall market sentiment in the do...

One of the more highly anticipated earnings events is on deck, as Tesla (TSLA) reports its quarterly figures this afternoon. UPS (UPS) gets a downgrade at Wells Fargo and cites elevated parcel pricing risks from tariffs. And, First Solar (FSLR) shines after international competitors face heightened trade pressures. Tom White examines today's biggest premarket movers. ======== Schwab Network ==...

The Mag 7 takes the attention of today's Wrap after all indices closed more than 2% lower on the session. Nvidia (NVDA) was behind much of the selling action after a report said Huawei could ship its own chip, with power similar to Nvidia's H100, to Chinese customers as early as May. Amazon (AMZN) got a downgrade over continued macro uncertainty, while Tesla's (TSLA) sell-off was spark...

Frank Holmes says don't believe the bearish airline narrative. He believes A.I. will help airlines manage supply and demand, making them a value play. Holmes also sees a buying opportunity in luxury goods, including his top holding Tesla (TSLA) ahead of earnings, and thinks the recent sell-off in gold stocks will reverse, potentially sending them up 300-400%. ======== Schwab Network ======== E...

Fidelity National Information Services (FIS) jumped today after getting upgrades from multiple firms. The fintech firm is making changes in its own investments that caught George Tsilis's attention. He talks about the company's latest acquisition and divestment gathering investor interest. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

Today's Charles Schwab Big Picture panel focuses on the Fed's independence. If President Trump successfully removes Fed Chair Jerome Powell from his position, Liz Ann Sonders believes it can have unintended consequences. She points to Powell's possible termination as putting extra pressure on the Fed's dual mandate. Cooper Howard turns to the bond market's reaction of Trump&#39...

Scott Bauer is “selling the rip” on gold, buying put spreads as the metal continues to hit all-time highs. He thinks it is an “opportune” time for a pullback, even a short-lived one, saying the trajectory is “not sustainable” without other catalysts. He sees opportunities in Treasuries, however. He also looks at bitcoin as it nears the $90K level, saying he is “absolutely not chasing it.” ========...

Likefolio’s Landon Swan covers sentiment data on Walt Disney (DIS). He’s “very bullish” on its streaming moves. He notes that Disney has paused their live action remakes after Snow White’s low box office, which he considers a good move. However, he is seeing weakness in their parks segment, with dropping monthly web visits. ======== Schwab Network ======== Empowering every investor and trader, eve...

Annie Cole, author of "Money Essentials for Women," offers advice for first-time homebuyers. She urges people to focus on the down payment then work on a payment roadmap from there. Annie talks about her "28% rule" for monthly income and the ways you can budget for mortgage payments. On the "micro retirement" trend, she weighs the pros of investing in yourself and tak...

Prosper Trading Academy's Scott Bauer explains why he's focusing in healthcare, communications and gold ETFs in today's Big 3. He talks about UnitedHealth's (UNH) stock reaching a "critical point" for support, gold's "overextended" trade, and T-Mobile's (TMUS) traction compared to peers. Rick Ducat dives into the technical trends he sees in the charts. =...

Meta Platforms (META) and Alphabet (GOOGL) face potential breakups within their businesses. On Alphabet's Google search, Lance Ulanoff says prosecutors have a case if they find the Mag 7 giant used "aggressive" means to hold its market share. On Meta, John Freeman points to TikTok as a viable competitor to its Facebook and Instagram social media platforms. ======== Schwab Network ===...

Lower year-over-year profits is something Morningstar's Seth Goldstein expects to see in Tesla's (TSLA) earnings after Tuesday's closing bell. Tariffs can lead to higher unit production costs and pinch margins. As for reported delays in Tesla's more affordable Model Y, Seth believes it's critical the company offer clarity on a production timeline to regain consumer confidence....

Ahmed Khan covers the potential for a breakup of Alphabet (GOOGL). He discusses a potential cleaving of search, or its ad business, as it faces antitrust cases. He expects a ruling sometime in the summer, but for appeals to kick the can down the road for at least another year. He also looks at antitrust moves against Meta Platforms (META), which he thinks will be harder for the government to break...

Nishit Madlani reacts to the Reuters report that Tesla (TSLA) is delaying production of their long-awaited affordable model. He sees competitive pressures rising in the next few years, and says Tesla needs to offset that risk with an affordable car. He also previews what to watch in Tesla’s earnings and what strategies the company might take next. ======== Schwab Network ======== Empowering every...

Verified Investing's Gareth Soloway believes markets will rally on trade deal announcements. The issue comes down to timing, as Gareth doesn't expect tariff talks to settle for months, which will inch the U.S. economy toward recession. He uses the lifelong SPX chart to explain why the market is bound for a pullback that's the size between the Dot Com bubble and the Great Depression. Ga...

David Kudla explains “tactical asset allocation” as he argues for opportunities in Europe, gold, and alternatives as the U.S. goes through “fiscal austerity” amid “peak uncertainty.” He talks about how the strong labor market is impacting the Fed as President Trump criticizes Chair Powell for not lowering rates. He also discusses the possibility of stagflation and even recession. ======== Schwab N...

Ed Siddell has been cautiously buying during the market sell-off. He says it’s important to have cash on hand in case there’s another dip, but that investors shouldn’t just be sitting on the sidelines. He discusses what’s next for the Fed, saying he was “shocked” at Powell’s comments last week, and says he’s “not adding to his credibility” by slow rolling rate cuts. “In order to get the economy go...

Frank Ros looks at corporate credit conditions as cracks begin to show in their debt. He discusses the high number of bankruptcy filings in 2024, which he argues is because the “bottom 85%” of consumers can’t spend, among other reasons. He sees a brighter outlook around the housing market, though, because of the severe shortages. ======== Schwab Network ======== Empowering every investor and trade...

Brian Mulberry says the "most likely outcome" for Tesla's (TSLA) earnings will be a decline in vehicle unit sales. However, there is a profitable model he sees in the Mag 7 giant's energy business. Brian also turns to the company's robotaxi roadmap as essential for its outlook, especially if there's signs pointing to profitability. ======== Schwab Network ======== Empower...

Either sentiment is going to shift towards the positive, or bad economic data will catch up to the market’s sour mood, says Jeff McClean. His stocks to watch include Hershey (HSY), Nike (NKE), Adobe (ADBE), and Air Products (APD). For Nike, he thinks the new CEO can revamp the product line. He considers Hershey a defensive play. He argues A.I. fears are overblown on Adobe, and sees Air Products re...

Kevin Hincks kicks off the trading week with a pair of example options trades in two Mag 7 stocks: Amazon (AMZN) and Tesla (TSLA). For Elon Musk's electric vehicle company, he utilizes a call diagonal strategy with a bullish tone. Then, Kevin looks ahead to Amazon's May 1st earnings date as a key event to compose a trade around. ======== Schwab Network ======== Empowering every investor an...

Masa Takeda discusses investment opportunities in Japan. He likes Sony (SONY), Hitachi, 7&I Holdings, the parent company of 7-11, and more. He describes the Hennessy Japan Investor Fund (HJPNX) and why investors might be interested. He thinks Japan is becoming more investor-friendly and focused, and argues that it has world-class companies that can give 10%+ annualized return. He expects the J...