Schwab Network

Bill Baruch joins Diane King Hall to discuss the recent volatility surrounding tariff policy announcements and looming deadlines. Bill says we could be witnessing a bit of a market squeeze, with "maybe some oversold balance playing in." While admitting that things can change on the whim of Pres. Trump, Bill thinks the squeeze is still favoring an upward move in the short-term. ======== S...

Eli Lilly (LLY) was upgraded to Buy from Neutral at Goldman Sachs. The analyst sees a "compelling entry point into the sector's premier topline grower" and slightly lowered the price target to $888 from $892. Ben Watson looks at the technical patterns and trends developing in the health care giant. ======== Schwab Network ======== Empowering every investor and trader, every market da...

Equity futures have popped after 3 days of selling as investors digest Pres. Trump's tariff policy. Kevin Green examines technical & fundamental trends that may be fueling the premarket rally. Kevin says we need to see progress with three trading partners: China, Japan and the E.U. In terms of any turnaround signals, he's watching trading volume and cautions investors to "question...

Stocks are on the march higher following 3 days of intense tariff-induced selling pressures. Tom White recaps the current market moves before turning his attention to Broadcom (AVGO) and AMD (AMD). Broadcom announced a new $10B share buyback program, while AMD catches a downgrade at KeyBanc. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the M...

Ethan Powell joins Caroline Woods to discuss the Brookmont ILS ETF (ILS), which tracks insurance-linked securities that pool risk associated with specific perils and geographies. With yields in the low teens and low default rates, Powell argues that these bonds can offer a compelling alternative to traditional fixed income instruments, while also providing a way for investors to diversify their po...

Tariff volatility continued to grip markets but the NDX closed in the green despite having its largest intraday trading range since 2008. Tesla (TSLA) and Apple (AAPL) were among the biggest laggards of the market, due in part to price target cuts from Wedbush's Dan Ives. Dollar Tree (DLTR) shined as a notable winner thanks to an upgrade from Citi. Caroline Woods takes investors through the tr...

Christopher P. Davis believes the current market sell-off is different from past ones because it has a specific cause: Wall Street and investors underestimating the magnitude of trade and tariff policy. While he doesn't think tariffs will be completely removed, he believes the market can move higher if some of the initial rates are rolled back. Davis is watching for signs of a bottom. ========...

Scott Bauer thinks that gold traders are “liquidating profits,” and sees an opportunity to buy during this pullback. He also sees a buying opportunity in bitcoin, arguing that it has a similar narrative to gold during this downturn. However, he says there’s no catalyst higher for the cryptocurrency. He also looks at crude oil levels, which he thinks should be trading in the mid-$60s. Overall, he c...

Liz Ann Sonders with Charles Schwab offers insight into today's volatile trading session. She urges investors to diversify their portfolios and to "buy low, trim high." As headlines continue to drive markets, she turns to the upcoming earnings season as a catalyst to draw more eyes to companies' quarterly figures and guidance. ======== Schwab Network ======== Empowering every inv...

Rebecca Walser joins Nicole Petallides at the NYSE desk to discuss her Sep. 2024 call for a 30% pullback in the stock market. She explains her rationale and examines bigger trends in the marketplace including A.I. and competition overseas. Rebecca details her upside cases for a few stock picks, including: Meta Platforms (META), The Trade Desk (TTD) and Johnson & Johnson (JNJ). 0:00-0:40 Introd...

Dryden Pence says the U.S. is currently in the "fog of a global trade war." That said, he sees opportunities in the tech sector. Dryden points to Meta Platforms (META) and Alphabet (GOOGL) as Big Tech giants that will withstand tariffs. Yung-Yu Man urges caution, noting "bargains" in the tech sector but says they aren't industry-wide. ======== Schwab Network ======== Empowering every investor and...

President Trump confirmed plans to add another 50% to China's tariffs if the country doesn't lift its retaliatory tariffs on the U.S. Markets saw a slight pop following the news, which Kevin Green believes adds risk to further downside. He urges investors to stay alert to tariff risk from China over the next 24 to 48 hours. Additionally, Kevin turns to "extreme levels" in the VIX...

Dan Crowley's firm holds its tech investments as tariff uncertainty swells. However, he believes the industry is destined for a rebound. Amazon's (AMZN) potential for its AWS cloud platform, combined with its ecommerce moat, make it an exceptional company for Dan. On Tesla (TSLA), the company's autonomous driving and robotics outlook offer "unique advantages" over competitors...

SoFi Technologies (SOFI) muscled a rally in a highly-volatile trading session despite getting its price target cut over 50% by Morgan Stanley. Kevin Green warns a pullback is possible with tariffs set to add stress on loan lenders as Americans' pricing power slips. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter...

Paul Gruenwald thinks the chance of recession has risen 30%-35%, but says we’re not in one yet. “We’re probably going to have a very bad print for 1Q” GDP, he thinks, adding that he expects a “very steep deceleration in activity.” He discusses whether the Fed will cut rates. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute news...

With tariff uncertainty and inflation taking up market headlines, Rich Weiss talks about investment strategies to consider as volatility strangles movement. For those nearing retirement, he urges investors to stick to a portfolio that's highly diversified. Rich considers current levels a buying opportunity for people still decades away from retirement. However, he believes international trades...

John Koudounis thinks the actual goal of tariffs is to get the Fed to lower rates. “Every basis point is billions of dollars the government will save.” He thinks Trump wants to “reopen the monetary floodgates.” He advises investors to “stay in” to not miss out on the upside; he expects a “huge, V-shaped recovery.” ======== Schwab Network ======== Empowering every investor and trader, every market...

Mark Zandi calls tariffs “baffling, disconcerting, and hard to fathom.” He says it’s unclear what we’re trying to achieve, saying that tariffs won’t fix the trade deficit, only lower economic activity. The odds of a recession are “60% and rising” in his view, and Mark expects the “next thing to go” will be the job market. ======== Schwab Network ======== Empowering every investor and trader, every...

“Tariffs are just one piece of the pie.” Luke Lloyd identifies factors buffeting the market. He argues that tariffs are deflationary. He likes longer-duration bonds and international equities right now, saying it’s the “first time in my career” he’s seen international outperform the U.S. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Marke...

Likefolio’s Andy Swan covers Roku (ROKU), saying they’re “less at risk than others” for tariffs because ads and subscriptions drive their revenue. However, he notes that competitor Vizio made a deal with Walmart (WMT) that could deprive Roku of shelf space. “The home screen monetization is a real key for Roku,” Andy adds, saying that they should integrate shopping even more. ======== Schwab Networ...

Kevin Hincks looks at two members of the Mag 7 as the markets whipsaw back and forth on the latest tariff headlines. For both Apple (AAPL) and Meta Platforms (META), he looks at a bullish strategy using example options trades. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read t...

From Ford (F), General Motors (GM) and Tesla (TSLA), Rebecca Lindland and Anthony Sassine look down the rocky road worldwide automakers face from President Trump's tariff measures. Rebecca says pricing on individual parts will face the brunt of pressure. Anthony expects overall downtrends for the auto industry but expects Ford (F) to face the least headwinds. ======== Schwab Network ======== E...

Prosper Trading Academy's Mike Shorr turns to three trades he thinks investors have off their radars that are worthwhile in a tariff-induced environment. He talks about Lamb Weston's (LW) tariff-resistance play and how investors can "bottom pick" Ambarella (AMBA) and Skechers (SKX). Rick Ducat turns to the technical trends he sees in each company's chart. ======== Schwab Netw...

Justus Parmar says, “the probability is that this is a pullback,” and thinks a bottom is coming soon. “It’s a good time to start legging into the market.” He thinks the president is politically constrained on tariffs and will be forced to alter policy soon, potentially boosting markets. In the “back half of the year,” he expects potential rate cuts or tax cuts to be catalysts for the market. =====...

"The Einstein of Wall Street," Peter Tuchman, breaks down the massive market swings seen just in the first couple hours of today's trading action. When it comes to his frustration surrounding the sell-offs, he calls Trump's tariff policies a "self-inflicted" wound on the economy. Peter says the White House needs to provide tariff clarity and corrections after trillions...