Schwab Network

Michael Underhill doesn't mince words when reacting to the latest inflation metrics. In response to the Feb. 2025 PCE data, he doesn't see the Fed cutting rates any time soon saying that those who think so "are in for a rude awakening." Michael says "it's going to get worse before it gets better" and dives into the inflationary impact from ongoing tariff policy. In his eyes, the consumer is keepin...

Karl Brauer says tariffs will be different for "every make and model" vehicle. Of the top 50 cars sold in America, Karl says half of those are imported with European and Asian brands most impacted. He sees Tesla (TSLA) benefitting as it manufactures U.S. cars in the country, and doesn't expect to face a significant tariff impact. Karl says it could make TSLA stand out even more in th...

Kevin Green is keeping an eye on Nvidia (NVDA) backed CoreWeave. The company priced its IPO at $40 and will open for trading under ticker symbol CRWV later today. Kevin highlights the move in Rocket Lab (RKLB) after winning a $5.6B U.S. Air Force contract. Then, he looks at S&P 500 (SPX) levels to track into the weekend. ======== Schwab Network ======== Empowering every investor and trader, ev...

Following an analyst upgrade for Applied Materials (AMAT), Rachel Dashiell joins Caroline Woods for a technical glimpse at the chart. On the 1-year timeline, Rachel sees a "strong, clear-cut downtrend" with a retracement of over 40%. On the longer-term, she points to a 4-year support zone that shares are currently within. ======== Schwab Network ======== Empowering every investor and tra...

Lululemon (LULU) earnings beat but guidance disappoints. Applovin (APP) faces more short report pressure. And, Applied Materials (AMAT) looks to reverse its 2025 downtrend following an upgrade at Jefferies. Tom White has more on the early Friday movers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwa...

The trading session continued Wednesday's losses fueled by reaction to President Trump's auto tariffs. EV companies like Tesla (TSLA) and Rivian (RIVN) still managed to close higher. Meanwhile, the A.I. sector continued to show weakness through a downgrade in AMD Inc. (AMD) and Nvidia (NVDA) chip shortages in China. Lululemon (LULU) sold off after-hours when guidance didn't meet expect...

Bulls were quick to get in and out of the market on Thursday as $TSLA popped, $DLTR ramped and bitcoin held firm, keeping the battle for 5700 in $SPX alive into inflation tomorrow, says OJ Renick. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://app...

Tesla (TSLA) shares seesawed after the U.S. announced new tariffs on autos. But while the news might seem like a negative for the EV maker, Morningstar's Seth Goldstein thinks otherwise. He believes Tesla's domestic production could give it an edge over competitors like Ford (F) and General Motors (GM), who may struggle to pass on higher costs to consumers. Goldstein also weighs in on Tesl...

Charles Schwab's Kevin Gordon says there's still so many moving gears in the market investors need to watch. For one, if equities recover to all-time highs, he argues the S&P 493 need to pick up slack where the Mag 7 can't. Kevin later discusses what volatility the market should expect on April 2nd. ======== Schwab Network ======== Empowering every investor and trader, every market...

Stocks are caught in a battle, with 5 of the 7 big tech names trying to lift the market into the close. Kevin Davitt notes that despite recent volatility, things haven't gotten "sloppy" yet, and that's unique. He draws a comparison to 2017-2018, when the market saw a similar setup before a rally. He also points to the semiconductors, making them a potential play on the broader Na...

Rising trade tensions and a slowing U.S. economy have created a perfect storm for international markets to outperform. Jeffrey Kleintop explains why European stocks may continue to lead the charge. He also makes the case for emerging markets. Plus, find out which European defense stocks are benefiting from the continent's own "Mag 7" moment. ======== Schwab Network ======== Empowerin...

The SPX muscled its way off session lows into the close but the bulls still have a long fight ahead. Kevin Green points to off-balance correlations in the index and a technology sector "death cross" as signals of further selling. As the market tests Friday to Monday's gap, Kevin says more liquidity and market breadth will be needed to ensure strength holds. ======== Schwab Network ==...

While small caps lagged the rest of the markets saw mostly green shoots to close the trading session. One of the biggest laggards, Palantir (PLTR), sold off near the end of the day after the Washington Post reported Pentagon budget cuts from the Trump Administration. Arista Networks (ANET) became an A.I. laggard despite it and Analog Devices (ADI) posting strong earnings. Gas companies like Devon...

Here's a Risk Radar to last you a week - Oliver Renick's three pivotal charts he'll be watching: Nvidia (NVDA), 2-Year Yield Futures (/2YY) and Strategy (MSTR). ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwa...

Caroline Woods and Kevin Green react to the dramatic swings in Palantir (PLTR) and Supermicro (SMCI) following news that the Trump administration will be enacting budget cuts at the Pentagon. Legacy defense stocks as well as PLTR fell in reaction to the news. Then, the Schwab Network panel focuses on postmarket earnings moves in Toast (TOST) and Carvana (CVNA). ======== Schwab Network ======== Emp...

George Milling-Stanley gives his outlook for gold after a strong run in 2024. He thinks the price can climb higher, saying none of the macro tailwinds pushing it up last year have abated. However, he thinks the price of gold is less important than its use for investors as a portfolio diversifier. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to...

Wall Street ultimately closed on a green week with the exception of the RUT ending unchanged. Meta Platforms (META) shined as it continues a 20-session winning streak that's unlike any the NDX has seen. Intel (INTC) bolstered an A.I. rally of its own, as did Applovin (APP) by continuing its more than 1,000% year-over-year gains since last year. Cisco (CSCO) demonstrated itself as a viable A.I....

On top of removing its stake from Soundhound (SOUN), Nvidia (NVDA) also pulled out of Serve Robotics (SERV). The company launched as an IPO last April and had a massive run higher that was helped by Nvidia's investment. George Tsilis explains why today's sell-off may be justified. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Mark...

"It's steady as she goes" in today's markets, says Charles Schwab's Joe Mazzola. He says the market is trading just below all-time highs but complacency is keeping investors from breaking through. On the international front, Michelle Gibley expects tariffs to not be as heavy as President Trump makes them appear. She urges investors not to trade on every headline. ======== Sch...

Phil Streible discusses the potential commodity market impact of reciprocal tariffs, in addition to what to watch in energy markets. He looks at levels in crude oil and commodity market catalysts to monitor. He also talks about how Bitcoin futures are trading below the $100K level. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minu...

Despite green arrows for the overall markets, earnings movers painted a slightly different picture. Palo Alto Networks (PANW) slipped as EPS and Revenue barely beat Street estimates. Meanwhile, Wynn Resorts (WYNN) and Airbnb (ABNB) muscled out gains following their latest reports. Oliver Renick, Alex Coffey and Kevin Green measure investor reaction to the latest slate of earnings. ======== Schwab...

The indices closed higher along with the SPX's 11 sectors, but not all stocks saw green arrows. Palo Alto Networks (PANW) slipped after hours following its earnings while investors sold Datadog (DDOG) over weaker-than-expected guidance. Meanwhile, Applovin (APP) added onto its monstrous momentum with another earnings beat. Alex Coffey turns to the trading session's biggest stories. =======...

Coinbase (COIN) experienced postmarket volatility after it released its latest earnings report. George Tsilis takes a closer look at the report and talks about what investors will want clarification on during the conference call. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe D...

Lots of red in Wall Street with all indices except the NDX closing down. One tech stock that shined after hours was Cisco (CSCO) after posting an earnings beat and optimistic outlook, topped with a hefty share buyback. However, Vertiv Holdings (VRT) sold off when investors weren't sold by its guidance. On a brighter note, CVS Health (CVS) saw its biggest rally since 2008. Caroline Woods takes...

OJ Renick's Risk Radar is all yellow as the dollar stalls out amid tariffs and inflation, signaling a possible regime shift ahead. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-... Download the Amazon Fire Tv App...