Schwab Network

Jenny Horne breaks down the latest tariff exemptions, including smartphones, computers, and other tech devices, and what it means for stocks like Apple (AAPL) and Nvidia (NVDA). However, Jenny points to the existing back-and-forth volatility witnessed thus far, citing ongoing trade tensions and supply chain concerns that could still impact the sector. ======== Schwab Network ======== Empowering ev...

Diane King Hall kicks off the week with a brief recap on the latest tariff headlines impacting tech companies, including Apple (AAPL). Goldman Sachs (GS) posted an earnings beat. And, Pfizer (PFE) stops development of a daily weight-loss pill after side effects arise in its trial. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minut...

IBM, or International Business Machines (IBM), is a legacy tech company with big roots in cloud and bigger growth prospects in its A.I. business. George Tsilis looks at the company's comprehensive business model, as well as its burgeoning growth in its quantum computing division. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Mi...

One of the most turbulent weeks on Wall Street ended with a rally in equities and a rebound across the technology sector. However, the trade war mounted between the U.S. and China as both countries tack on tariffs against each other's products. Apple (AAPL) was caught in the crossfire as it adjusts how it handles iPhone production. JPMorgan Chase (JPM) CEO Jamie Dimon set the tone for earnings...

Gené Teare discusses venture investment, with CrunchBase writing that 1Q25 hit a record in the sector. She breaks down the report, and notes that the news that Klarna and other highly-anticipated IPOs are delaying their roadshows is bad for the sector. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwab...

Huntington Ingalls (HII) rallied to end the trading week after catching a double upgrade from Goldman Sachs. George Tsilis turns to the report and highlights what's drawing analyst optimism for the 139-year-old shipbuilder. Part of the reason he believes investors should watch the stock: resiliency to tariffs. ======== Schwab Network ======== Empowering every investor and trader, every market...

@CharlesSchwab's Collin Martin believes consumer confidence remains the biggest question surrounding the economy, especially in a time where the market is shaking off good hard data. He urges investors to keep tariffs top of mind and its impact on global trade and U.S. treasuries. Mike Townsend expects international markets to remain in a period of uncertainty for a while around tariffs. In th...

Chris Whalen says JPMorgan Chase (JPM) has a “mind-boggling” advantage in its efficiencies, but notes recurring revenue was basically flat. However, he notes that as GDP estimates tick down, delinquencies will likely rise, which the banks need to prepare for. “Tariffs are a distraction,” he adds, “credit is the headline this year.” He looks at struggling real estate markets to back his point. ====...

Kevin Green analyzes the highly-volatile week we've seen on Wall Street heading into this weekend. He notes VIX has "fallen off a cliff" as sentiment around tariffs shift. However, Kevin points to the bearish cross in the 10-Year Treasury Note as a sign leaning toward a counter-trend bounce. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subs...

JPMorgan Chase (JPM) "needed a good report, we got one," says Dory Wiley. He notes CEO Jamie's Dimon's comments on the economy but says the company is building a stockpile to handle economic uncertainty through its credit loss provisions. As for Nvidia (NVDA), Dory believes the stock is still on sale despite its massive rally Wednesday. He considers the A.I. giant a quality buy w...

Travis Prentice is looking for momentum trends “stock by stock,” which the trade war has made more difficult. He tries not to pay attention to the short-term headlines, more interested in the “medium-term” trend. “Be more a bamboo than an oak,” he advises. He sees opportunities in international mining companies and U.S. insurers. ======== Schwab Network ======== Empowering every investor and trade...

Larry Tentarelli and Lee Munson discuss the first round of bank earnings and Jamie Dimon’s comments on the economy. Larry calls JPMorgan (JPM) the “blue chip” of banks, saying they’re prepared for a bumpy economy. However, the lack of clarity and guidance is frustrating investors. Lee says “you sell at your own peril” in this market, comparing Trump’s negotiating style to a Bronx landlord. =======...

“Trump’s trying to bluff the market” on trade policy, and the market is “calling his bluff,” says George Noble. “The amount of damage that’s been done,” he adds, has made the rest of the world distrustful of the U.S. He makes the case for shorting Tesla (TSLA) using tariffs, its China profits, and inventories. He also makes the case for the gold and silver ETFs GLD and SLV. ======== Schwab Network...

Bitcoin's resiliency to the macro headwinds proves encouraging to @coindesk's Andy Baehr. Growing liquidity is something he believes to be a lasting tailwind for the cryptocurrency. Andy also draws comparisons to the commodity space, especially gold, during times of uncertainty. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market...

Jordan Rizzuto warns that the longer tariffs stay in place, the closer to stagflation the markets get. He also says they complicate the Fed’s ability to make rate cut decisions. He talks about different factors that could be hurting the U.S. dollar, including concerns about fiscal deficit and other countries diversifying away from U.S. assets and debt. He compares the relationship between copper a...

The University of Michigan released its latest consumer sentiment report, showing another decline. Eddie Yoon attributes it as a "pandemic-level pendulum swing" that will throw sentiment out of balance until 2027. He expects spending to increase near-term as people panic-buy ahead of tariffs implementation, followed by a spending trough. ======== Schwab Network ======== Empowering every...

Joby Aviation (JOBY) has contracts and other agreements through companies like Toyota as it aims to get its electric helicopter fleet off the ground. However, George Tsilis notes time is running out. He estimates an 18-month runway left on its burn rate for the company to turn profitable. Joby made traction with the FAA but faces analyst pressure after Morgan Stanley's downgrade. ======== Schw...

Jason Brown with the @brownreport turns to three companies he believes will offer bullish momentum under tariff volatility. He talks about Walmart's (WMT) pricing power in ecommerce, Tesla's (TSLA) yield play after hitting a technical bounce, and Amazon's (AMZN) extensive reach in A.I. and online shopping. Rick Ducat offers investors a look into the bullish and bearish trends he sees in the charts...

Bitcoin (/BTC) has been a relatively bright spot in a volatile market. Despite dropping 20% from all-time highs, BTC continues to outperform other crypto assets like Ethereum (/ETH). Nate Peterson joins Jenny Horne for a deep-dive look at the crypto space. The pair also discuss a growing trend in states looking to adopt a strategic Bitcoin reserve, as well as a Bernstein note on the long-term inve...

Spotify's (SPOT) A.I. implementation and sticky user base make the music streamer a powerhouse by @LikeFolio's metrics. Megan Brantley points to the massive catalog Spotify holds to diversify itself and keep users subscribed to the platform. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnet...

Kevin Hincks composes two example trades in Mag 7 stocks: Nvidia (NVDA) and Meta Platforms (META). Factoring in the companies' upcoming earnings reports, Kevin looks at a long call diagonal strategy for NVDA and META. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Option...

Jason Bottenfield and John Lonski break down the March PPI report, which came in cooler than expected. Jason calls the report a “double-edged sword,” because it could be a sign of inflation cooling, but could also bode ill for markets. John argues that middle and lower-income consumers are “already financially stressed” and we could see a significant drop off in spending that will “reverberate thr...

Greg Halter spotlights the bank earnings as the season kicks off. He is a “big believer” in JPMorgan (JPM) and reacts to Jamie Dimon’s comments about the economy. He says markets haven’t given banks higher P/E ratios despite good results because they’re seen as a “regulated utility.” He also looks at Wells Fargo (WFC), saying it has “less in terms of diversification,” and Morgan Stanley (MS). ====...

Andrew Wells thinks the 10-year bond could test 5% much sooner than expected, and likes the front end of the yield curve as an investment opportunity. On the long end, though, he’s more skeptical as the Treasury attempts to deal with the national deficit. He says the U.S. may lose its status as a safe haven for assets amid the volatility and likes gold instead. In terms of trade, he thinks the “do...

Today's Chart Master segment turns to three stocks seeing new analyst reaction as they trade well-below their all-time highs. Jenny Horne talks about Citi's price target cut on Marvell (MRVL), Piper Sandler's halved price target on Deckers (DECK), and Mizuho initiating coverage on Target (TGT) with a neutral rating. Rick Ducat dives into the technical trends to paint the bullish potent...