Schwab Network

Prosper Trading Academy's Scott Bauer joins today's Big 3 and looks into three vastly different industries. For Royal Caribbean (RCL), he believes the stock is heavily overbought and needs time to "cool off." Scott sees AST SpaceMobile (ASTS) breaking out to new all-time highs before its earnings, and Lululemon (LULU) at a "make or break" moment as it taps long-time sup...

Dean T. Smith “isn’t sure” where the 50% copper tariff came from and thinks that announcement isn’t getting the attention it deserves. “The market is getting too complacent about the potential impact of these tariffs,” he argues. “If we don’t get the TACO effect…you could see some pretty dramatic moves in fixed income…and even the stock market.” He emphasizes that trade negotiations are “tough” an...

Today marks the beginning of "Crypto Week," which Kyle Chasse will watch closely. He talks about why Congress passing the CLARITY and GENIUS Acts are game changers for the crypto space. As far as the adoption timeline, Kyle says the U.S. is "very far behind." ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute...

LikeFolio's data shows Venmo interest up 14%, but it doesn't compare to Shopify's (SHOP) 30% increase. Landon Swan notes the fintech space as a whole is struggling, with PayPal (PYPL) falling behind despite Venmo's performance. He points to the merchant side of the business as a main reason for the company's lagging performance. ======== Schwab Network ======== Empowering every...

“Playing the residuals” is a better approach than trying to figure out the winning strategy, Arnim Holzer posits. He discusses sectors like utilities and financials and turns attention towards international strategies. He thinks U.S. currency will “continue to underperform,” but not in the same way. He talks about diversification and how to play potential Fed moves this year. ======== Schwab Netwo...

Francisco Bido says Nvidia's (NVDA) dominant market share in A.I. is "phenomenal." Its leadership role is what he believes will push the stock 25% higher over the next 18 months and sees the company being the first to hit $5 trillion in market cap. Austin Lyons adds that its chips being used for evolving tech like autonomous driving and robotics will make Nvidia a long-term household...

"Momentum is in favor of the market to continue to go up," argues Adam Coons. He says we're back to where we started at the beginning of 2025, with valuations at elevated levels and a "very, very thin" margin of error that comes with it. Adam expects the FOMC not to cut interest rates in July and makes the case that the Fed doesn't need to cut anytime soon. On stocks, h...

Andrew Krei takes the pulse of global markets and reacts to the latest on U.S. tariffs. He’s watching the dynamic between markets and the government and warns of a “self-fulfilling prophecy” on trade. The “main event” for this week is CPI. He highlights some areas of interest, including within the yield curve, and gives his case for Fed rate movements in 2025. ======== Schwab Network ======== Empo...

Jay Rittberg sees a healthy M&A market and bullish sentiment into the end of the year. “Data centers is a huge area for M&A,” along with more subsectors of tech. He also thinks there could be deals in healthcare. “There’s enough confidence in dealmakers to move forward.” He focuses mostly on North America, but also gives some sentiment on international dealmaking. ======== Schwab Network =...

Coinbase (COIN) continues to push its ceiling higher thanks to Citizens JMP. The firm set a $440 price target off bullish expectations for tailwinds to develop in the crypto space. Sam Vadas takes a closer look into what's behind the analysis while highlighting a more bearish take from H.C. Wainwright. Prosper Trading Academy's Charles Moon offers a bullish example options trade for Coinba...

CFRA's Ken Leon believes the trifecta for this quarter's banking earnings season hinges on interest rates, the Fed, and policy from Washington. That said, he sees banks overcoming uncertainty as long as valuations don't become too stretched. Ken later talks about his firm's differing views on JPMorgan Chase (JPM), Goldman Sachs (GS), Bank of America (BAC), and Citigroup (C). Tom Wh...

Goldman Sachs (GS) got a downgrade ahead of its earnings that will kick off earnings seasons alongside other big banks. There's a clash in the buy now, pay later space with PayPal (PYPL) getting an upgrade while Affirm (AFRM) got a downgrade. Diane King Hall takes investors through the morning's biggest movers in the financial space. ======== Schwab Network ======== Empowering every invest...

The SPX is seeing some weakness to start the trading week but Alex Coffey points out the bullish reversal in perspective when it comes to tariffs. Alex explains his reasoning for what's driving the change while giving a closer look into the levels investors should keep on their radar today. He also gives his take on Netflix (NFLX) and why it is one of the biggest earnings movers to watch this...

There's "tremendous pressure on the Fed to do nothing" with interest rates, says Jim Bianco. Catalysts of an improving economy and tariffs leaving less concerns than expected are two key arguments behind Bianco's reasoning. However, he says higher interest rates will add pressure against the stock market. Jim adds that the gargantuan rally in stocks can continue but will eventual...

The SPX and NDX consistently have hit new all-time highs over the past couple weeks, something Kevin Hincks labels as a concern heading into earnings. While he projects a solid earnings season, valuations for stocks have run so far up from April lows, creating issues for continuous rallies. Kevin urges investors to keep tariffs on the radar as we move closer to the new August 1 deadline. He later...

Cybersecurity giant, CrowdStrike (CRWD), got a downgrade from Morgan Stanley to equal weight. The firm sees a significant long-term story for the company but cites valuation concerns near-term. Jenny Horne talks about the firm's note and sky-high expectations for CrowdStrike's upcoming earnings. And it's not a trading week without headlines on Tesla (TSLA). Jenny mentions that Tesla sh...

CrowdStrike (CRWD) begins the week with a downgrade from Morgan Stanley. Rick Ducat examines the technical layout on the cybersecurity leader's chart. He points to bearish candle patterns in recent weeks and highlights resistance at $514. Later, Tom White illustrates a neutral to bullish options strategy using an example put vertical trade. He maps out a trade that expires in 18 days. ========...

Stephen Biggar dissects the macro & micro storylines to watch ahead of this week's bank earnings. Notable stocks JPMorgan Chase (JPM), Goldman Sachs (GS), Morgan Stanley (MS) and more report the latest quarterly figures later this week. Stephen weighs tariff policy's impact and what it means for banking stocks in that environment. Additionally, he looks at current rate levels, delinque...

Sam Vadas joins Diane King Hall at the NYSE set to discuss this weekend's tariff policy updates. Pres. Trump announced tariff hikes on the European Union and Mexico, set to take effect August 1. While equity markets pulled back overnight, Bitcoin (/BTC) popped to new highs as Congress kicks off its "Crypto Week" on the Hill. ======== Schwab Network ======== Empowering every investor...

This week's reports from big banks can set the tone for the new earnings season. George Seay argues that companies like JPMorgan Chase (JPM), Goldman Sachs (GS) and Morgan Stanley (MS) became overvalued in their massive runs higher, setting the bar very high for future rallies. Greg Halter talks about credit outlook for the financial sector's biggest names. ======== Schwab Network ======== Empower...

The third quarter earnings season kicks off with an abundance of big reports across industries. Among the most notable names: JPMorgan Chase (JPM), United Airlines (UAL), and TSMC (TSM). Jenny Horne talks about the latest news surrounding all three companies while Rick Ducat helps investors see the bearish and bullish trends in the stocks. ======== Schwab Network ======== Empowering every investor...

Oracle (ORCL) shares have surged in 2025 as the company's position in A.I. adoption continues to fuel growth. From its competitive collaboration with hyperscalers to its role in the "Stargate Project," Rick Ducat examines the tech stock's notable rise. Later, Rick breaks down the technical perspective on its chart. ======== Schwab Network ======== Empowering every investor and tr...

Jim Iuorio sees precursors for job losses in the latest economic data and thinks the Fed should be easing rates soon. “The market is becoming more and more comfortable with tariffs not being strictly inflationary,” he argues. However, he thinks the copper tariffs will be inflationary. He turns his attention to crypto as Bitcoin hits a new record high, saying the fundamental story “hasn’t changed”...

Ben Cook spotlights energy, expecting $60/barrel for crude oil by year end, and higher next year. He also thinks the natural gas story is “very strong,” particularly with energy demand from the AI sector. Ben discusses his expectations for rising demand across the energy sector, including the budding nuclear field. However, his longer-term outlook for nuclear is “challenging” given how slow it is...

Sanjay Poonen, CEO of Cohesity, explains the business of data protection and using that data for AI. “We are intersecting security and AI,” he says, with backers including some Mag 7 members. He talks about the importance of machine learning to the cybersecurity industry in stopping ransomware and other digital attacks, as well as recovery afterwards. He looks at various customer needs and data po...