Schwab Network

GE Aerospace (GE) reports earnings before tomorrow's opening bell. Caroline Woods notes the company's recent outperformance compared to the rest of the market that can be challenged by tariffs, pointing to GE's Boeing (BA) ties as it faces backlash from China. Joel Hawthorne later offers an example options trade for GE Aerospace. ======== Schwab Network ======== Empowering every invest...

Ed Butowsky says to focus on 6-9 month trends for stocks, and thinks Tesla’s (TSLA) current chart shows a downtrend. He thinks that Tesla also has an array of issues against them, including competition from other EV makers. He also notes that they’ve had to cut prices, pressuring margins. Tom White shows two example options trades on TSLA. ======== Schwab Network ======== Empowering every investor...

Michael Purves thinks we can see an earnings squeeze but avoid a recession. He sees a “very good buying opportunity” at $4K on the SPX. However, he’s “lightening up” during rallies, looking at T-bills and gold for defense. He’s also looking to Europe, particularly industrials. “I don’t think we’ve really felt market pain yet, but it’s coming,” he concludes. ======== Schwab Network ======== Empower...

George Tsilis is watching a "very hot market" that's stuck in where to take trading. He believes markets are destined to move higher once headwinds surrounding tariffs clear. Until then, he expects a retest of the SPX around 4,800. He's also watching for capital outflows to "reverse" in global currencies. ======== Schwab Network ======== Empowering every investor and tr...

The Mag 7 faces new challenges. For Nvidia (NVDA), it comes in the form of a new A.I. chip from Huawei that has power comparable to Nvidia's H100 chip. Raymond James downgraded Amazon (AMZN) to outperform from strong buy, arguing investors are "underestimating" tariff risk to the company. MoffettNathanson cut its price target on Apple (AAPL) that suggests significant downside potenti...

Netflix (NFLX) popped after hours Thursday when it beat on earnings. Jenny Horne says the company's report proves companies can still win in a tariff-driven environment. On Tesla (TSLA), she says the CEO needs to be a "very different" Elon Musk in the company's earnings compared to how the public currently sees him. The Mag 7 giant delayed its more affordable Model Y before the b...

Kevin Hincks reports from the Cboe Global Markets shortly before the opening bell after a long weekend. He believes "earnings and headlines are going to take over this market" until there's more news on trade deals. On investor concerns surrounding the U.S. dollar, Kevin urges investors to look back 20 years and see it's far from the lows. With Tesla (TSLA), Alphabet (GOOGL) and...

GE Aerospace (GE) looks to buck the recent downward trend as the company reports earnings Tuesday morning. Rick Ducat charts the industrial giant and looks at the patterns in the plane parts manufacturer. Tom White joins with an options example play in GE, using a bearish put diagonal strategy. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve...

Ben Emons discusses the current state of Fed Chair Jerome Powell's relationship with President Trump. Powell, a Trump appointee, has caught the President's social media fury as a public pressure campaign mounts for the U.S. Central Bank leader to lower rates. Ben examines the independence of the Federal Reserve, what options Jerome Powell has now and adds "Will the Fed lower rates on...

Caleb Silver (@investopedia) joins Diane King Hall at the NYSE site to preview this week's key earnings names and get the pulse of the Mag 7 stocks set to report. He says EPS growth estimates are down nearly 20% from prior year levels as the big tech companies adjust to tariff uncertainty. For Amazon (AMZN), he is looking for continued growth in AWS. On Alphabet (GOOGL), he hypothesizes a poss...

Salesforce (CRM) shares are down following an upgrade at Guggenheim. Rachel Dashiell points to a strong downtrend thus far in 2025, and says the $230 level will be a key focal point for investors looking for support. On a longer-term 5-year chart, Rachel notes a significant move off of CRM's 2022-lows but again highlights the $230 level as a historical testing point for this stock. ======== Sc...

Equity futures point lower to begin the week as trade tensions still cast a long shadow over the market. Scott Bauer (@prospertradingacademy) says investors are losing confidence in the U.S. economy. Scott says that while the U.S. dollar is weakening against other currencies, he looks to the soar-higher in gold as investors seek a safe-haven asset. With earnings season in full swing, Scott expects...

Netflix (NFLX) shares are higher following last week's better-than-expected earnings report. Tesla (TSLA) fades on reports that it will delay a low-cost version of its Model Y. And, Amazon (AMZN) catches a downgrade to begin the week. Tom White runs through the stories to keep on your radar. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the M...

Alphabet (GOOGL) is the parent company of Google, YouTube, Waymo, Fitbit and Nest. It's reach in the technology sector is broad, and as George Tsilis explains, Alphabet continues to grow amidst antitrust concerns. The company announced acquisition plans for cybersecurity company Wiz, which could offer a unique value for GOOGL investors. George dives into the fundamental focal points and techni...

Jenny Horne is joined by Adam Lynch to dissect this week's activity in the crypto space. Bitcoin (/BTC) has been hovering near the $85k level as the equity markets continue to react to every tariff headline. In the crypto ETF space, Adam discusses the differences between Spot and Futures Bitcoin funds. Then, he looks at the new XXRP fund which debuted earlier this month. ======== Schwab Networ...

When Peter Schiff joined Diane King Hall on April 9th to discuss tariff policy, a breaking headline crossed that Pres. Trump was pausing implementation another 90 days. Peter reacts to the news later in the interview (24:35), but his stance remains the same: He believes inflation costs from tariffs will "leave Wall Street and land on Main Street." Peter and Diane discuss the state of the U.S. econ...

Stocks closed mostly lowered on the holiday-shortened week, though small caps muscled a win with the RUT rallying more than 1%. Nvidia (NVDA) was behind a lot of the downside action as it faced multiple headwinds that plunged its stock more than 8%. TSMC (TSM) managed to shine as a bright spot for A.I. in its earnings, as did Netflix (NFLX) in the streaming space. Tom White turns to the week's...

Netflix (NFLX) tops its 1Q earnings estimates as the streaming giant guides higher for its 2Q as well. Scott Durfey and Jeff Pierce join Tom White to react live to the report. Netflix boasted revenue growth of 12.5% and says it "successfully rolled out the Netflix Ads Suite" in 1Q. The company announced its Executive Chairman Reed Hastings will transition to a non-executive director. Add...

Noel Smith expects market volatility to continue, driven by macroeconomic shocks, including tariffs, earnings season, and Fed activity. He predicts a "higher floor" for the VIX, but not a swift return to pre-volatility levels. Smith also sees elevated bond market volatility as a catalyst for further market swings, with few safe-haven assets available. He looks at a "market of stocks...

Landon Swan says he "never thought I would describe Netflix (NFLX) as one of the defensive stocks." That view is amplified by many people using the stock as a hedge against tariffs. However, Landon points out that the company's live programming isn't as sticky as it hoped. He uses LikeFolio's data to show weakening viewership and more people searching for subscription cancell...

Rob Thummel discusses two often-overlooked ETFs: the Tortoise Essential Energy Fund (TPZ) and the Tortoise North American Pipeline Fund (TPYP), highlighting their focus on companies poised to benefit from the growing demand for electricity and energy infrastructure. Thummel explains how TPZ invests in companies that will profit from the electrification of the U.S. economy, A.I. development, and th...

Volatility is here to stay in the markets, at least until we get a resolution on trade, says Kevin Nicholson. He sees the S&P 500 rangebound between 4900 and 5500, driven by day-to-day reactions to trade headlines. Nicholson expects the Fed to stay on hold for the rest of the year due to uncertainty around trade and inflation, which he believes is slowing down, not picking up steam. ======== S...

Matt Collins discusses why volatile markets are driving investors to search for safety and steady returns. He makes the case for AAA-rated CLOs, collateralized loan obligations, which have learned from past mistakes and now offer a more attractive risk-return profile than traditional fixed income investments. ======== Schwab Network ======== Empowering every investor and trader, every market day....

Charles Schwab's Nathan Peterson says this week was "relatively muted" compared to last week, though there's plenty of volatility moving markets. He expects a rally once the Trump administration reaches a deal with the first round of countries, expecting it to set a baseline for other nations. However, he notes the SPX continues to trade at 24x forward P/E, leaving room for more...

Ali Mogharabi calls Nvidia (NVDA) a "very, very high quality company" that faces numerous headwinds. He wouldn't buy shares until there's more clarity on tariffs. Turning to other Mag 7 names, Ali notes Meta Platforms (META) as another company that will have to adjust its ad revenue stream. If it lowers prices, higher volume in its user base can offset profit losses. He would con...