Schwab Network

Equity futures point lower to begin the week as trade tensions still cast a long shadow over the market. Scott Bauer (@prospertradingacademy) says investors are losing confidence in the U.S. economy. Scott says that while the U.S. dollar is weakening against other currencies, he looks to the soar-higher in gold as investors seek a safe-haven asset. With earnings season in full swing, Scott expects...

Netflix (NFLX) shares are higher following last week's better-than-expected earnings report. Tesla (TSLA) fades on reports that it will delay a low-cost version of its Model Y. And, Amazon (AMZN) catches a downgrade to begin the week. Tom White runs through the stories to keep on your radar. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the M...

Alphabet (GOOGL) is the parent company of Google, YouTube, Waymo, Fitbit and Nest. It's reach in the technology sector is broad, and as George Tsilis explains, Alphabet continues to grow amidst antitrust concerns. The company announced acquisition plans for cybersecurity company Wiz, which could offer a unique value for GOOGL investors. George dives into the fundamental focal points and techni...

Jenny Horne is joined by Adam Lynch to dissect this week's activity in the crypto space. Bitcoin (/BTC) has been hovering near the $85k level as the equity markets continue to react to every tariff headline. In the crypto ETF space, Adam discusses the differences between Spot and Futures Bitcoin funds. Then, he looks at the new XXRP fund which debuted earlier this month. ======== Schwab Networ...

When Peter Schiff joined Diane King Hall on April 9th to discuss tariff policy, a breaking headline crossed that Pres. Trump was pausing implementation another 90 days. Peter reacts to the news later in the interview (24:35), but his stance remains the same: He believes inflation costs from tariffs will "leave Wall Street and land on Main Street." Peter and Diane discuss the state of the U.S. econ...

Stocks closed mostly lowered on the holiday-shortened week, though small caps muscled a win with the RUT rallying more than 1%. Nvidia (NVDA) was behind a lot of the downside action as it faced multiple headwinds that plunged its stock more than 8%. TSMC (TSM) managed to shine as a bright spot for A.I. in its earnings, as did Netflix (NFLX) in the streaming space. Tom White turns to the week's...

Netflix (NFLX) tops its 1Q earnings estimates as the streaming giant guides higher for its 2Q as well. Scott Durfey and Jeff Pierce join Tom White to react live to the report. Netflix boasted revenue growth of 12.5% and says it "successfully rolled out the Netflix Ads Suite" in 1Q. The company announced its Executive Chairman Reed Hastings will transition to a non-executive director. Add...

Noel Smith expects market volatility to continue, driven by macroeconomic shocks, including tariffs, earnings season, and Fed activity. He predicts a "higher floor" for the VIX, but not a swift return to pre-volatility levels. Smith also sees elevated bond market volatility as a catalyst for further market swings, with few safe-haven assets available. He looks at a "market of stocks...

Landon Swan says he "never thought I would describe Netflix (NFLX) as one of the defensive stocks." That view is amplified by many people using the stock as a hedge against tariffs. However, Landon points out that the company's live programming isn't as sticky as it hoped. He uses LikeFolio's data to show weakening viewership and more people searching for subscription cancell...

Rob Thummel discusses two often-overlooked ETFs: the Tortoise Essential Energy Fund (TPZ) and the Tortoise North American Pipeline Fund (TPYP), highlighting their focus on companies poised to benefit from the growing demand for electricity and energy infrastructure. Thummel explains how TPZ invests in companies that will profit from the electrification of the U.S. economy, A.I. development, and th...

Volatility is here to stay in the markets, at least until we get a resolution on trade, says Kevin Nicholson. He sees the S&P 500 rangebound between 4900 and 5500, driven by day-to-day reactions to trade headlines. Nicholson expects the Fed to stay on hold for the rest of the year due to uncertainty around trade and inflation, which he believes is slowing down, not picking up steam. ======== S...

Matt Collins discusses why volatile markets are driving investors to search for safety and steady returns. He makes the case for AAA-rated CLOs, collateralized loan obligations, which have learned from past mistakes and now offer a more attractive risk-return profile than traditional fixed income investments. ======== Schwab Network ======== Empowering every investor and trader, every market day....

Charles Schwab's Nathan Peterson says this week was "relatively muted" compared to last week, though there's plenty of volatility moving markets. He expects a rally once the Trump administration reaches a deal with the first round of countries, expecting it to set a baseline for other nations. However, he notes the SPX continues to trade at 24x forward P/E, leaving room for more...

Ali Mogharabi calls Nvidia (NVDA) a "very, very high quality company" that faces numerous headwinds. He wouldn't buy shares until there's more clarity on tariffs. Turning to other Mag 7 names, Ali notes Meta Platforms (META) as another company that will have to adjust its ad revenue stream. If it lowers prices, higher volume in its user base can offset profit losses. He would con...

Netflix (NFLX) is set to report earnings after the close, and the bar is high after three consecutive beats. Kenneth Suh expects a strong showing, driven by the continued growth of streaming and connected TV viewership. Live sports, including their recent NFL deal, will also be a focus, despite increased competition for ad dollars. ======== Schwab Network ======== Empowering every investor and tra...

Michelle Gibley says the European Central Bank had more reason to cut rates due to lower inflation and economic growth in the European Union, whereas the Fed faces uncertain inflation risks and is taking a "wait and see" approach. She notes that a U.S.-China deal could be a positive, but for now, uncertainty and a strong U.S. dollar could generate headwinds for international stocks. ====...

Despite recent interest rate hikes and market volatility, luxury real estate sales in New York City are defying expectations. Dolly Lenz and Jenny Lenz attribute this surge to buyers seeking stability outside of the stock market and a desire to return to pre-pandemic normalcy. They also talk about how big banks like JPMorgan Chase (JPM) are looking to streamline the mortgage process to boost deman...

The world's biggest streamer is put to the test in the tariff landscape. Netflix (NFLX) will post its latest earnings after the close, and Alicia Reese expects the company's subscription tier and advertising platform to take center stage. Seth Schachner adds that subscriber engagement will be essential for Netflix to sustain long-term retention. ======== Schwab Network ======== Empowering...

Mindy McIntosh offers a macro investment perspective amid continuing tariff volatility. She believes now is a great time to enter the market as long as you diversify your portfolio. Mindy looks into the 10-year treasury yield among alternative investments to consider. She urges investors to stay nimble on developments from D.C. and plan ahead for numerous tariff-related scenarios. ======== Schwab...

David Bellinger describes the tariff test facing big box retailers. He compares Walmart (WMT) and Target (TGT), noting that WMT has taken “a lot of share from Target and others.” He discusses China exposure among big box retailers. He also looks at Costco (COST) and its vendor competition to fill shelf space. ======== Schwab Network ======== Empowering every investor and trader, every market day....

TSMC (TSM) posted what Sylvia Jablonski considers great earnings that confirms a ramp-up in hyperscaler demand. The issue ahead: tariffs. Sylvia says there's plenty of investment opportunity as long as you brace for short-term volatility. Tyler Herriage maintains his bullishness on chip stocks but warns of price increases and innovation cutbacks as headwinds for the industry. ======== Schwab N...

Nick Raich covers UnitedHealth (UNH) earnings and the stock’s plummet afterwards. He says the market’s strong reaction is because it is “atypical” for UNH to cut guidance like this – and that tariff expenses haven’t even kicked in yet. He notes that an “abnormally large” number of S&P 500 companies are cutting guidance right now. ======== Schwab Network ======== Empowering every investor and t...

Today's Big 3 focuses on defensive names Dan Deming expects to hold during tariff volatility. He talks about what makes Casey's (CASY), Dollar General (DG) and Philip Morris (PM) key companies to watch. Rick Ducat turns to the bullish and bearish trends in the charts. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute new...

Eddie Ghabour believes economic slowdown is "not fully priced in," bracing for more selling action across markets. Tariff volatility is something Eddie sees impacting company earnings heavily, believing this quarter will be the worst of the year. He advises investors to not buy the dip in anything except gold until there's more clarity. Eddie sees Walmart (WMT) as "having the pu...

Netflix (NFLX) closes out the earnings week before the extended weekend, and Jeff Pierce believes the streaming giant can post strong numbers. He points to the company's extensive catalog and lack of exposure to other industries as tailwinds in a tariff-fueled market. Joe Tigay later offers an example options trade for Netflix. ======== Schwab Network ======== Empowering every investor and tra...