Schwab Network

Phil Blancato and Eric Winograd discuss the market sell-off. Phil considers it “overdone”, citing strong economic data. He says this is an opportunity to “buy a stock you really like” at a discount: he “would buy” Nvidia (NVDA) today at $104. Eric disagrees completely, saying the market is “underestimating” the tariff impact. “This is a really significant downgrade to the economic outlook.” ======...

Dan Deming looks at three companies he believes will withstand the tariff storm. One stock managed to climb higher despite the market sell-off. Dan discusses what he sees in IBM Corp. (IBM), Verizon (VZ) and Visa (V). Rick Ducat returns to analyze the technical trends he sees in the charts. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Ma...

Sean Dranfield joins Oliver Renick to discuss the bond market and its recent moves. He argues that the 10-year Treasury yield's significant decline since the start of the year is a sign of a "risk off" move, and that the bond market is pricing in deflationary outcomes and recession. He also mentions that commercial mortgage-backed securities are an attractive option, despite potential credit risk...

Nvidia (NVDA) and Tesla (TSLA) are in focus today as the market sell-off continues. Kevin Hincks shares example trades to play a potential bounce in these two high-profile names. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v...

Caroline Woods turns to the new developments on Amazon's (AMZN) TikTok bid. She notes the Mag 7 company's offer to buy the social media giant as the latest in a string of bids for partial U.S. ownership. However, Caroline says the bid will face challenges from the Trump administration. Despite the stock selling off due to tariff concerns, Joe Tigay remains bullish on Amazon's long-term...

Certainty on tariffs presents an opportunity on markets to build on the "worst case scenario" seen Wednesday, says James Demmert. He still expects the Trump administration to use the tariffs as a trading opportunity that will reverse negative sentiment. James believes the bull market remains intact and that A.I. will continue to lead. Tom White presents example options trades in Apple (A...

RH is down an astounding 40% after President Trump's tariff announcement rocked Wednesday's earnings call. Diane King Hall points out that its miss on the top and bottom lines, mixed with lackluster guidance, did no favors for the stock. Best Buy (BBY) got a downgrade from Citi as it cites tariff headwinds against the tech retailer. However, the firm upgraded TJX Companies (TJX) and Ross S...

Today's sharp selling action at the open is something Kevin Green suggests could get worse. The question rides on how swift the pullback can occur. He points to the VVIX spike as a sign VIX can "catch up" during the day after it gained traction from futures trading. Kevin highlights the scenarios that could shed positive light for markets. ======== Schwab Network ======== Empowering...

Charles Schwab's Liz Ann Sonders believes markets did not price in the extremes seen in Wednesday's tariff announcement. She talks about the probability of the recent correction morphing into a bear market as forward-looking growth remains questionable in the U.S. With domestic weakness top-of-mind, Liz Ann notes a recent shift to international stocks as one that can gain traction. =======...

Dan Ives with Wedbush says President Trump's tariffs are "worse than the worst case scenario." Apple (AAPL) and Nvidia (NVDA) are at the center of supply chain risk when it comes to the tech industry, along with Nike (NKE) and Lululemon (LULU) for retail. Jenny Horne weighs the outlook for these companies and whether there's pricing reprieve on the horizon. ======== Schwab Networ...

Kevin Hincks urges investors to stay calm and look 3-9 months in the future when it comes to your portfolio. Reporting from the Cboe Global Markets, Kevin says investors need to have a broader view on the selling pressures and suggests looking into companies with strong balance sheets that could potentially withstand the brunt of a global market sell-off. ======== Schwab Network ======== Empowerin...

Rick Ducat examines the chart of Delta Airlines (DAL) which has been a steady downtrend since hitting highs in January. Rick points to heavy trading volume during the selling action, and notes that shares will likely take out the standard -2 deviation level upon Thursday's open. Then, Tom White examines an options trade strategy in DAL. ======== Schwab Network ======== Empowering every investo...

"What we got was really a different calculation," says Ben Emons. He says there's really "very few highlights" across the global economy and "no where to run" in this moment. His attention now turns to the counter measures other countries may enact that could further elevate volatility and increase pressure on markets. ======== Schwab Network ======== Empowering e...

Ahmed Riesgo looks at the "high-risk, high-reward" position that President Trump's tariff policy will have on the U.S. economy. For immediate risks to the consumer, he says inflation prints will "probably come in higher" and he adds that other countries' response will be a key factor in any escalation. ======== Schwab Network ======== Empowering every investor and trade...

Ben Watson joins Diane King Hall with a look at the iPhone maker in the wake of heavy selling pressures due to Pres. Trump's tariff policy announcement. For Apple (AAPL), he doesn't see a lot of "positive momentum" on its technical picture. On the longer-term chart, Ben sees a better trend. He points to a critical range between $206 and $195 for downside support. ======== Schwab...

Investors are bracing for a bumpy Thursday trading session after the Trump administration announced its wide-ranging tariff policy. Kevin Green explains why some aspects of the plan caught investors off guard, noting pressure on tech stocks like Apple (AAPL) and Nvidia (NVDA). KG looks at weakness in the U.S. dollar before noting a potentially wide trading range in today's session if a "b...

Tom White looks at premarket selling pressures following the announcement of Pres. Trump's tariff policy. Among some of the hardest hit stocks, Apple (AAPL) and Lululemon (LULU). For full tariff reaction and stock market news, stay tuned to Schwab Network. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https:...

Markets rallied during the session but plunged after hours as President Trump began to outline his tariff plans on foreign countries. They include a 20% import tariff on the European Union and 34% on China. Tesla (TSLA) led the trading session as a leader despite posting vehicle deliveries that slipped 13% year-over-year. Amazon (AMZN) caught a bid as it aims to take U.S. ownership of TikTok. Caro...

Bulls are building momentum and OJ Renick is arguing the optimistic outlook once again — at least on the notion of tariff-driven volatility. As a bonus for coiners, he sees the $BTC chart finally acting "fast-twitch." ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Dow...

President Donald Trump took the podium after hours to go over parts of his tariff agenda. George Tsilis joins for the breaking news, which includes 25% auto tariffs to go in effect at midnight. He talks about the postmarket pop and why investors may be eager to "sell the rumor, buy the dip." ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscrib...

A lack of clarity from tariff policy will equate to chaos in the markets, says Charles Schwab's Jeffrey Kleintop. He notes the recent rallies as signs of hope for narrowing uncertainty in response to today's tariff deadline. Jeffrey adds that retaliation from other countries will lead to some red arrows but doesn't anticipate that happening until next week. ======== Schwab Network ====...

“You’ve got a foundation under gold,” says Dan Deming as the metal hits yet another new all-time high. “Silver’s holding in there…there’s too many other uncertainties surrounding bitcoin.” The newness of bitcoin’s store-of-value model hurts it in comparison to gold, he argues, which has hundreds of years of history. ======== Schwab Network ======== Empowering every investor and trader, every marke...

The SPX muscled gains heading into the close ahead of the Trump administration's tariff announcements. Kevin Green sees strength in today's price action but warns of sticky volatility heading into Thursday. Keep an eye on futures this evening into tomorrow morning. Kevin says retaliatory tariffs from other countries could shift trading sentiment back to the downside. ======== Schwab Networ...

Lindsey Bell sees opportunity within growth stocks and discusses the Mag 7’s recent decline. She notes that while tech is taking a lot of blame for the market sell-off, all sectors are struggling during slowing economic growth. She talks about whether American dominance can continue during this trade war. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subs...

Eric Beyrich says, “this is the time of year we actually thrive” as he looks at a low-bid, high-yield strategy. He compares the ratio of value to growth in the market and says there’s a “long way to go” to get back to equilibrium after tech’s massive run. He expects the S&P 500 to have a bad year, but most stocks to have an up year. His picks include ADT, DOW, PFE, AMCR, and BERY. ======== Sch...