Schwab Network

Bob Doll looks at the macro picture ahead of tariff announcements this evening. He’s focusing on companies with rising free cash flow and good return on equity. However, he’s not totally staying out of high-beta stocks, making his portfolio more “neutral.” His favorite sector is financials, and he expects a market correction still to come. ======== Schwab Network ======== Empowering every investor...

SmartStop Self Storage’s CEO, H. Michael Schwartz, discusses why now was the time to IPO. He discusses the difference between American and Canadian markets, with Canadians moving less than Americans – which he says makes the business stronger. He talks about their storage offerings and how they’re bringing automation to the process post-Covid, as well as how they manage demand. ======== Schwab Net...

John Belton expects the tech trade to rebound from current lows and sees A.I. pockets weathering a tariff storm. His data points to "overwhelmingly positive" A.I. sentiment that shows more need for data centers and A.I. infrastructure. Software names like Microsoft (MSFT), Oracle (ORCL) and OpenAI are among the companies he believes are poised to profit. ======== Schwab Network ========...

CFRA's Angelo Zino urges investors not to count Apple Intelligence out. He says international demand for Apple's (AAPL) A.I. service remains top of mind with plenty of room for improvement in the iPhone 17 cycle. Dave Nicholson believes investors are "missing the boat" by not having Apple in their portfolios. It's reach into everything, including financial services, is why Da...

Max Rakhlenko previews RH (RH) earnings after the bell. He expects a small topline beat in the quarter, but thinks there are questions around guidance. He notes that they are moving their supply chains out of China and Mexico but there could still potentially be a tariff impact. “The setup into the print is quite good,” he concludes. ======== Schwab Network ======== Empowering every investor and t...

Tesla (TSLA) was down more than 4% this morning after its first quarter deliveries came in vastly under expectations. Around lunch time, the stock soared 5% off news of CEO Elon Musk stepping back from his DOGE role. Caroline Woods takes a closer look into the ping pong action Tesla has seen on the trading day. ======== Schwab Network ======== Empowering every investor and trader, every market day...

Kevin Hincks poses the question: what if Nvidia (NVDA) has a story similar to Palantir (PLTR)? He talks about how the company can capitalize on upside potential with its "next generation" of tech. Kevin Green points to resistance damming that potential, notably at $112. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...

Megan Brantley from Likefolio charts their consumer sentiment data on RH (RH) ahead of earnings. She thinks investor sentiment is turning sour, but says demand seems to be up on a year-over-year basis. The high-end customer may be more insulated from the inflation and tariff price pressures most American consumers are feeling. ======== Schwab Network ======== Empowering every investor and trader,...

Michael Landsberg expects “pretty good” earnings in the quarter but expects bearish-leaning outlooks. “We have not been buying the dips,” he emphasizes, looking instead for what has been consistently working. Michael's picks include Exxon Mobil (XOM), Chubb (CB), and NextEra Energy (NEE). He also likes Axon Enterprise (AXON). ======== Schwab Network ======== Empowering every investor and trade...

Market volatility has gripped trading action heading into today's expected announcement on reciprocal tariffs. Theotrade's Don Kaufman still believes there's more upside for the VIX despite the rally it already had. Don also explains his bearish options trades in Costco (COST) and Meta Platforms (META). Kevin Green turns to the technical trends in the charts. ======== Schwab Network ==...

Ron Westfall says Amazon (AMZN) will be the Mag 7 company that will suffer the most under tariffs. He points to the China trade as fundamental for its ecommerce business, which will be dialed back in a tariff-led environment. Chris McMahon doesn't agree with the risk to growth prospects. He considers AWS Amazon's most important business for its outlook. ======== Schwab Network ======== Emp...

Manos Koukoumidis, co-founder of Oumi, a “fully open source” AI modeling company. It was launched 8 weeks ago by ex-Google and Apple engineers. He discusses how critical accessibility is for the AI industry, both for creators and consumers. He argues that open source and transparency is the future, calling it “the most reasonable thing we can do” for scientists and others. He gives Oumi use cases,...

With investors searching for direction ahead of Pres. Trump's tariffs policy taking shape, Kevin Hincks examines 2 mega-cap tech names: Meta Platforms (META) and Apple (AAPL). Using a call diagonal example format, Kevin walks through options trading in both members of the Mag 7. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and a...

Today's Chart Master focuses on three key suppliers in their respective industries. Jenny Horne turns to Walmart (WMT) seeking assistance from Chinese suppliers, Barclays adjusting its J.B. Hunt (JBHT) price target, and TSMC's (TSM) $100 billion "intention" to invest into the U.S. Kevin Green offers a look into the technical trends he sees in the charts. ======== Schwab Network =...

Mike Sanders looks at the bond market, expecting three rate cuts this year. “If the market was really pricing in a recession,” credit spreads would be much wider, he says. For opportunities in corporate bonds, he thinks you “really have to do your work” researching particular companies. He likes high-quality and intermediate bonds with credit spreads tight. ======== Schwab Network ======== Empower...

Macquarie initiated coverage on Snowflake (SNOW) with a neutral rating and $160 price target, not much higher than where the stock currently trades. As Caroline Woods points out, the firm balances market expansion opportunities with rising competition from new names like Databricks. Prosper Trading Academy's Scott Bauer turns to an example options trade using Snowflake. ======== Schwab Network...

While tariffs will take over today's market commentary, Diane King Hall turns to stock movers investors may have missed. On United Airlines (UAL), she talks about the concerns Raymond James has for the company after it issued a downgrade. Broadcom (AVGO) got an upgrade from Daiwa as the firm sees four catalysts in the chipmaker. Goldman Sachs adjusted its price targets for payment companies li...

Tariff commentary from the White House will be key in today's price action, says Kevin Green. He highlights the scenarios where markets can rally or break down. VIX will also come into play pending on the verbiage the Trump administration takes with tariff commentary. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslet...

Seth Basham believes high-end furniture brand RH (RH) is undervalued. He notes risk in the company's "completely quiet" approach to some of its recent financials but still holds a price target suggesting significant upside. Tom White later offers example options trades in RH and Home Depot (HD). ======== Schwab Network ======== Empowering every investor and trader, every market day....

Edison Byzyka thinks there’s been “too much premature pricing” on tariffs. He points out the “uniformity” of market downside and thinks the market could see a bump if the tariff announcements are lighter than feared. He’s not worried the economic cycle will slow: he thinks it should be slowing now just due to natural market timing. He calls it a “stock picker’s environment” for the next 1-2 years....

ADP employment data showed stronger than expected job numbers that didn't do much to reverse negative market sentiment into today's trading session. Kevin Hincks reports from the Cboe Global Markets and says the Trump administration "needs to put a number" on expected tariffs. Any certainty is something Kevin believes will reverse "overwhelmingly bearish" market sentime...

Breaking news hit Morning Trade Live as Tesla (TSLA) reported a 13% year-over-year drop in deliveries for first quarter. Jenny Horne notes the selling action surrounding the print. She talks about what's driving the downtrend and how Tesla can drive its energy business forward. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minu...

David Giroux talks about recent fund launches, including a Capital Appreciation Premium Income ETF (TCAL) and the Priced Hedged Equity ETF (THEQ). He talks about the value proposition of the funds, with TCAL aiming for a high-single digit return with “half the market’s risk.” He talks about the number of holdings in the fund and why their strategy might interest investors. ======== Schwab Network...

Broadcom (AVGO) has enjoyed a 300% rally over the last 3-years, but year-to-date it has slid alongside the overall tech sector weakness. Tom White looks at the recent RSI pullback in AVGO indicating a possible "oversold" level. Then, Tom compiles an example options strategy using a bullish call strategy. ======== Schwab Network ======== Empowering every investor and trader, every market...

With a 25% tariff looming on imported vehicles, David Williams believes these are "temporarily strategic moves" to try and make a deal. David believes the Trump administration is strategically positioning the U.S. economy for a return to greater manufacturing prowess, looking particularly at the automakers like Ford (F). ======== Schwab Network ======== Empowering every investor and trad...