Schwab Network

Pierre Buhler says Citigroup (C) did "much better than I expected" in its earnings. However, he shares caution with Citi's and Bank of America's (BAC) CEOs expressing more optimism on the economy's outlook compared to JPMorgan Chase (JPM) CEO Jamie Dimon. Jed Ellerbroek agrees that headwinds are coming but adds that any modest growth seen in bank earnings for now should be co...

Johnson & Johnson (JNJ) posted notable strengths in their earnings Tuesday. Jeff Jonas points to the company's pharmaceuticals sector as the highlight, arguing the company has a great pipeline which can withstand tariffs. One overhang: the company's talc lawsuit. Jeff thinks Johnson & Johnson paying the $10 billion settlement is the best route it can make to move forward. ========...

"The tariff gun won't fire as loudly as everyone realizes," argues Jeffrey Small. He believes markets will fall another 5% to 10% at most before hitting a bottom, telling investors that now is the time to buy. He points to Meta Platforms' (META) "epically low" valuation compared to what he believes the company is worth. Jeffrey is also bullish on other Mag 7 names, alon...

Kevin Hincks looks to two very different areas of the economy: A.I. and Aerospace. For Palantir (PLTR), Kevin breaks down an example short put vertical trade as he takes into account the A.I. company's upcoming earnings report. Meanwhile, Boeing (BA) is in the news as it faces headwinds overseas with China ordering its domestic airlines to stop taking deliveries from the U.S. company. Kevin co...

Ty J. Young believes Trump's tariff policies will ultimately be better for the United States long-term. In the meantime, his firm is making adjustments to ensure clients still make returns every year. He talks about the ways he buys the index and why he's still investing heavily in A.I. stocks. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscri...

Netflix (NFLX) drew a line in the sand for its ambitions. The streaming giant with a $400 billion market cap says it wants to reach $1 trillion. Netflix claims it can do so through doubling revenue by 2030. Caroline Woods points to the rally behind Netflix today and how it can withstand tariffs and recession risk. Tim Biggam turns to an example options trade that takes Netflix's upcoming earni...

United Airlines (UAL) investors set their sights on earnings after today's closing bell. Morningstar's Nicolas Owens expects a softer first quarter and sees headwinds for it and the rest of the airline industry. However, he also notes tailwinds through lower oil prices and United's loyalty program. Tom White returns to offer example options trades for United Airlines. ======== Schwab N...

Charles Schwab's own Jeffrey Kleintop says the U.S. trade war with China has built up into a "trade wall." An emphasis on the country's domestic spending is something Jeffrey believes will help China levy tariff impacts. Additionally, Jeffrey explains how other countries are favoring China as a trading partner over the U.S. In Europe, he discusses the recent outperformance being...

Following reports that China has ordered its airlines to cease Boeing (BA) deliveries, shares of the U.S. aerospace giant have weakened. Rick Ducat examines recent technical patterns on its chart as investors cautiously look ahead to next week's earnings event. Tom White provides an example trade using a call diagonal options strategy. ======== Schwab Network ======== Empowering every investor...

Matt Maley joins Diane King Hall to discuss the latest earnings from banking stocks and joins a chorus of other market participants looking for clarity on the tariffs situation. He admits that an economic slowdown is and the market is "ahead of itself," but he acknowledges that some of the short-term problems could positively turn around in the second half of 2025. For the banks, Matt is...

Erin McLaughlin breaks down the trade tensions between the U.S. and China. She points to the rare earths and materials at the root of the issue, and adds that no scheduled talks make this a "slow moving" event. Erin and her team are not forecasting a recession, but do see a slowdown in the next 1-2 quarters. ======== Schwab Network ======== Empowering every investor and trader, every mar...

In the face of tariff uncertainty and multiple analyst downgrades, General Motors (GM) shares have fallen 15% so far in 2025. Rachel Dashiell breaks down the technicals on GM and sees a developing pattern that could indicate some potential bullish momentum in the near term. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsl...

Boeing (BA) shares are under pressure after China orders its domestic airlines to stop taking deliveries of Boeing's aircraft. Kevin Green dives into what this means for the ongoing trade push-and-pull between the globe's two biggest economies: the U.S. and China. Then, KG looks at the latest financial institution's earnings as Bank of America (BAC) posts a revenue beat. ======== Schwa...

Netflix (NFLX) drew a line in the sand for its ambitions. The streaming giant with a $400 billion market cap says it wants to reach $1 trillion. Netflix claims it can do so through doubling revenue by 2030. Caroline Woods points to the rally behind Netflix today and how it can withstand tariffs and recession risk. Tim Biggam turns to an example options trade that takes Netflix's upcoming earni...

Johnson & Johnson (JNJ) boosted its full-year guidance while taking tariffs into account. Diane King Hall talks about its new acquisitions as a reason behind company confidence. Meanwhile, Albertsons (ACI) traded lower after its guidance disappointed investors. Analysts lean more bearish on General Motors (GM) after both Barclays and Deutsche Bank downgraded the stock. ======== Schwab Network...

The opening bell saw green arrows with an expansion of market breadth, led by chip companies. Kevin Green notes the optimism but points to the SPX "death cross" of the 20-day SMA falling below the 200-day SMA as a bearish signal. He continues to watch the 10YR-3MO treasury spread and talks about what a divergence in it means for equities. ======== Schwab Network ======== Empowering every...

Jenny Horne takes a closer look at the latest bank earnings in Bank of America (BAC) and Citigroup (C). She points to both companies' profits and macro optimism despite continued tariff uncertainty. Jenny talks about how CEOs are matching earnings sentiment and how it's fueling investor optimism. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subsc...

Empire State Manufacturing, alongside Import & Export data, showed a slight surprise to the upside, according to Kevin Hincks. He weighs how this data pairs with recent hard data and whether it's enough to continue recent trading optimism. One sign of market turbulence came from Boeing (BA) off a report that China ordered a halt of aircraft deliveries. ======== Schwab Network ======== Empo...

General Motors (GM) is downgraded as automakers await clarity on Trump's tariff plan. Reports surface that China is instructing airlines to halt Boeing (BA) deliveries. And, PepsiCo (PEP) gets slashed to a Neutral rating from a Buy at BofA. Tom White runs through some early movers ahead of Tuesday's open. ======== Schwab Network ======== Empowering every investor and trader, every market d...

Monday's choppy market action ended with stocks continuing last week's rally. President Trump's decision to dial back tech tariffs helped bring in positive trading action, with Apple (AAPL) expected to be a big beneficiary of the development, Nvidia (NVDA) showed its support for the U.S. by saying it will invest $500 billion in domestic A.I. production. However, Goldman Sachs (GS) shar...

John Wu says the implied volatility of the SPX has been greater than Bitcoin over recent trading sessions. That doesn't mean volatility has been taken out of the cryptocurrency, but Bitcoin's activity level has drawn bullish optimism from John. Additionally, he points to Federal action in D.C. inching toward clearer crypto regulation. ======== Schwab Network ======== Empowering every inves...

Byrna Technologies (BYRN) creates unique self-defense weapons that use non-lethal means. Its stock price also surged on Monday while most other companies experienced choppy action. George Tsilis takes a closer look into the products it produces and how profits have captured investor attention. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the...

Liz Ann Sonders with Charles Schwab says volatility is far from over when it comes to tariffs. She notes treasuries have given equities a short-term boost but believes earnings and guidance from companies' tariff impact will shake up markets. Cooper Howard turns to the bond market to highlight how those moves helped untangle volatility. He adds that the Fed will remain "patient" as m...

“There’s no way to completely insulate yourself from risk,” Christian Munafo emphasizes, but discusses how private companies are reacting to market volatility and why investors might be interested in them now. He gives factors to look out for when thinking about investing in the private markets, especially as private companies are less likely to IPO right now. He notes that this means companies mi...

David Botset says ETF flows are showing a “resilient” investor. He notes that consistently, ETF investors tend to be more positive about the long-term. In 1Q, the market saw $290 billion in inflows, which he says is already well on its way to matching 2024’s total of $1.1 trillion. Chris Murphy notes that recently, ETF inflows have made up 35%+ of total equity trading in volume, higher than the av...