Schwab Network

Netflix (NFLX) is set to report earnings after the close, and the bar is high after three consecutive beats. Kenneth Suh expects a strong showing, driven by the continued growth of streaming and connected TV viewership. Live sports, including their recent NFL deal, will also be a focus, despite increased competition for ad dollars. ======== Schwab Network ======== Empowering every investor and tra...

Michelle Gibley says the European Central Bank had more reason to cut rates due to lower inflation and economic growth in the European Union, whereas the Fed faces uncertain inflation risks and is taking a "wait and see" approach. She notes that a U.S.-China deal could be a positive, but for now, uncertainty and a strong U.S. dollar could generate headwinds for international stocks. ====...

Despite recent interest rate hikes and market volatility, luxury real estate sales in New York City are defying expectations. Dolly Lenz and Jenny Lenz attribute this surge to buyers seeking stability outside of the stock market and a desire to return to pre-pandemic normalcy. They also talk about how big banks like JPMorgan Chase (JPM) are looking to streamline the mortgage process to boost deman...

The world's biggest streamer is put to the test in the tariff landscape. Netflix (NFLX) will post its latest earnings after the close, and Alicia Reese expects the company's subscription tier and advertising platform to take center stage. Seth Schachner adds that subscriber engagement will be essential for Netflix to sustain long-term retention. ======== Schwab Network ======== Empowering...

Mindy McIntosh offers a macro investment perspective amid continuing tariff volatility. She believes now is a great time to enter the market as long as you diversify your portfolio. Mindy looks into the 10-year treasury yield among alternative investments to consider. She urges investors to stay nimble on developments from D.C. and plan ahead for numerous tariff-related scenarios. ======== Schwab...

David Bellinger describes the tariff test facing big box retailers. He compares Walmart (WMT) and Target (TGT), noting that WMT has taken “a lot of share from Target and others.” He discusses China exposure among big box retailers. He also looks at Costco (COST) and its vendor competition to fill shelf space. ======== Schwab Network ======== Empowering every investor and trader, every market day....

TSMC (TSM) posted what Sylvia Jablonski considers great earnings that confirms a ramp-up in hyperscaler demand. The issue ahead: tariffs. Sylvia says there's plenty of investment opportunity as long as you brace for short-term volatility. Tyler Herriage maintains his bullishness on chip stocks but warns of price increases and innovation cutbacks as headwinds for the industry. ======== Schwab N...

Nick Raich covers UnitedHealth (UNH) earnings and the stock’s plummet afterwards. He says the market’s strong reaction is because it is “atypical” for UNH to cut guidance like this – and that tariff expenses haven’t even kicked in yet. He notes that an “abnormally large” number of S&P 500 companies are cutting guidance right now. ======== Schwab Network ======== Empowering every investor and t...

Today's Big 3 focuses on defensive names Dan Deming expects to hold during tariff volatility. He talks about what makes Casey's (CASY), Dollar General (DG) and Philip Morris (PM) key companies to watch. Rick Ducat turns to the bullish and bearish trends in the charts. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute new...

Eddie Ghabour believes economic slowdown is "not fully priced in," bracing for more selling action across markets. Tariff volatility is something Eddie sees impacting company earnings heavily, believing this quarter will be the worst of the year. He advises investors to not buy the dip in anything except gold until there's more clarity. Eddie sees Walmart (WMT) as "having the pu...

Netflix (NFLX) closes out the earnings week before the extended weekend, and Jeff Pierce believes the streaming giant can post strong numbers. He points to the company's extensive catalog and lack of exposure to other industries as tailwinds in a tariff-fueled market. Joe Tigay later offers an example options trade for Netflix. ======== Schwab Network ======== Empowering every investor and tra...

Microsoft (MSFT) has fallen more than 20% off its all-time high while Nvidia (NVDA) and Meta Platforms (META) are more than 30% of theirs. Jenny Horne turns to the latest news flow showing why pressure remains around the market leaders. Rick Ducat dives into the technical trends and highlights levels where bulls and bears stepped into the stocks. ======== Schwab Network ======== Empowering every i...

Companies unable to lay out guidance due to tariff uncertainty is "like driving in fog," says Peter Tuchman. The Einstein of Wall Street says he's "trying to be positive" in navigating volatility but admits "I don't know" how the outcome will shake out. However, Peter remains confident a deal between the U.S. and China will come to fruition. He is concerned on...

With earnings season ramping up, Kevin Hincks looks at two members of the Mag 7 ahead of their reports. For Tesla (TSLA), Kevin uses an example call diagonal trade to account for next week's report. Then, in Meta Platforms (META), he uses a similar strategy but admits he's watching for a resolution in the ongoing antitrust trail surrounding Instagram and WhatsApp as well. ======== Schwab N...

"Commercial real estate continues to remain in chaos," says Greg Friedman. He believes fundamentals surrounding the industry remain solid but capital markets continue to raise outlook uncertainty. Greg uses the 10-year treasury as a benchmark for commercial real estate and talks about the other ways sentiment has shifted in the industry. ======== Schwab Network ======== Empowering every...

Eli Lilly (LLY) rallied after it posted positive trial results for its latest weight loss drug. American Express (AXP) had a mixed earnings report but assured Americans are "eating out and enjoying life." D.R. Horton (DHI) traded slightly higher despite its earnings miss and cut guidance. Diane King Hall discusses what's driving this morning's market movers. ======== Schwab Netwo...

Dory Wiley believes the banking sector will stay firm as tariff volatility rattles markets. He says big banks are in the "strongest position in 40 years" and sees regional banks having a "much faster growth rate" compared to peers. However, Dory sees smaller banks being the big winners of tariff policy. Tom White turns to example options trades in Goldman Sachs (GS) and JPMorga...

Alex Coffey says he is watching treasuries this morning as signals to potential market stability. He believes this week's trading session was more steady compared to last week's volatile swings but expects a long road ahead to stabilization. In the SPX, Alex points out the rally and sell-off ranges investors should keep on their radar ahead of the long holiday weekend. ======== Schwab Netw...

Frances Stacy says the bullish market narratives were that tariffs aren’t as bad as feared and trade resolves quickly, or that the Fed steps in. However, Powell’s comments yesterday took the latter off the table, so she argues markets are now even more focused on the tariff story. She looks at the bond market, including Japan selling U.S. Treasuries. The “leverage” the U.S. has is its enormous con...

The biggest laggard of the morning is UnitedHealth (UNH), which fell as much as 20% following its earnings. Jenny Horne points out several factors behind the red arrows, from its earnings miss to slashed outlook over "heightened care activity indications" in its Medicare Advantage business. TSMC (TSM) muscled gains for the A.I. supply chain after posting an earnings beat and positive gui...

It's a busy premarket session ahead of the long holiday weekend. Kevin Hincks points out UnitedHealth's (UNH) earnings miss weighing heavily on the $DJI, but adds that strong jobless claims and housing permits paint a stronger economic picture. There is also turbulence in D.C. after President Trump made a Truth Social post against Fed Chair Jerome Powell as more countries come to the table...

Netflix (NFLX) will report its 1Q25 quarterly figures, but moving forward the company will not include total subscriber numbers. Rick Ducat points to technical patterns to watch on the streaming giant's chart. Tom White composes a short-term options trade in Netflix. He looks at selling a put vertical with a neutral to bullish stance in NFLX. ======== Schwab Network ======== Empowering every i...

Austin Walker looks at the dip in Housing Starts data and what it indicates for the overall housing market domestically. With tariff uncertainty looming and mortgage rates spiking, he says those looking to invest in a home want to see stability signals from the markets, the Fed and labor costs. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to th...

Rebecca Walser (@walserwealth) joins Diane King Hall at the NYSE site with several specific stocks to highlight. On her current list of names she likes: Novo Nordisk (NVO) and Lam Research (LRCX). One she is bearish on: McDonald's (MCD) as she discusses the recent weakness in consumer sentiment and consumer spending. Then, Rebecca explains why Nvidia (NVDA) is a hold as U.S. and China trade te...

Ben Watson looks at the short-term volatility in Microsoft (MSFT). Over the last few days, he sees a pretty flat pattern around the $370 level. Over the 1-year chart, he does see a sideways trend with a slight rollover of late calling it a "inverse head and shoulders" pattern. On its Relative Strength Index (RSI), Ben sees some signals of potential upward movement. ======== Schwab Networ...