Schwab Network

Barry Knapp compares the current yield curve to last year’s and what they are saying about economic conditions. He argues that bonds and equities showed tariffs would hit growth more than inflation, and we watched that play out last year. We’ve had four growth shocks, Barry says, laying them out for viewers. He analyzes the market impact of the latest one, energy prices rising, and what signals he...

Tensions in the Middle East will take the stock market's attention throughout the week, says Kevin Green, believing any attacks on energy infrastructure will add strong pressures. When it comes to equities, KG calls out the semiconductor trade as one to watch with bearish technicals accelerating in companies like Nvidia (NVDA). Aluminum is on KG's radar as well with supply shocks hitting p...

Que Nguyen says there could be a “dead cat bounce” in markets and is looking for more certainty in the geopolitical picture. She thinks the Fed is likely to hold or lower rates this year dur to inflation and discusses the possibility of stagflation. She likes European equities, which have “suffered disproportionately” from recent pullbacks and thinks they can “bounce really hard” on the end of the...

Bullish analyst expectations in AI memory and travel stocks added fuel to Monday's positive price action. Diane King Hall starts with JPMorgan's upgrade on Seagate (STX), which the firm now sees as a tested and true AI infrastructure company. She turns to the travel space with upgrades on Expedia (EXPE) and Carnival (CCL). ======== Schwab Network ======== Empowering every investor and trad...

Mark Gibbens discusses the latest on the U.S./Iran war and how it’s impacting markets. He’s happy the week’s trading is starting on a “positive note” as markets are in the green and thinks it’s a “great time to get in” to the markets. He brings stock picks, including Palantir (PLTR) and other names he says are trading at discounts, like Nvidia (NVDA) and Alphabet (GOOGL). ======== Schwab Network =...

Kevin Hincks is back on the Opening Bell to talk with investors about the U.S.-Iran War uncertainties, including crude oil's impact on the inflation picture. He says the economy is "still doing quite well" even with the volatility and recent SaaS-pocalypse leaving stocks scarred. Kevin points to Friday's March jobs report as a key metric this week as rumors of an interest rate hi...

Bonnie Treichel shares advice for people on the verge of retirement during this volatile time in markets. She warns against letting emotions take over and tells investors to focus on their long-term plan. She also looks at “phased retirements” and other ways to supplement income to avoid “sequence of return risks.” Markets falling hard in the first few years of retirements can be a big issue, she...

Expedia (EXPE) has fallen far off its record high the stock hit at the start of the year, though Tom White believes you need to look at the bigger picture. He shows a substantial rally over three years despite recent weakness. Tom turns to key support and resistance levels to show how they play into his example options trade. ======== Schwab Network ======== Empowering every investor and trader, e...

Asia is facing very real repercussions from crude oil's rampant volatility, says Joe Brusuelas. The effects won't be good for investors. He walks investors through the aftershocks that he sees rippling throughout the globe. In the U.S., Joe explains the pressures he anticipates in the March jobs report. ======== Schwab Network ======== Empowering every investor and trader, every market day...

AMD Inc. (AMD) testing the 200-day SMA is the stock's biggest test right now, says Kevin Horner with Charles Schwab. He explains why it's a line in the sand for bulls and bears after shares fell about 25% from record highs. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe...

Crude oil is back above $100 just ahead of Monday's opening bell, though cryptocurrencies and stocks followed suit. Kevin Green explains how a push back against a "boots on the ground" deployment is offering some relief for investors. He then turns to a deeper analysis on crude and Bitcoin to weigh where prices will move from here. On tech headlines, KG explains what Mistral's ne...

George Tsilis turns to Dell Technologies (DELL) on this week's Tech Corner. He adds color to Dell's role in the AI age by highlighting recent earnings and headlines pointing to growth opportunities ahead. While the company has a slew of tailwinds backing its prospects, George points to pressured margins and a PC market losing traction generating headwinds. He later offers technical analysi...

The end of Friday's trading session cements yet another down week for Wall Street with investors still focused on uncertainty surrounding the U.S.-Iran War. Marley Kayden and Sam Vadas explain how the S&P 500 (SPX) is showing significant technical weakness while headlines from Anthropic cut into price action for cybersecurity stocks. ======== Schwab Network ======== Empowering every invest...

Todd Chanko picks stocks for a living. He explains how he does it, and some of his favorites during this period of market volatility. He likes companies that meet criteria like strong free cash flow, sales growth, EBITDA margins, and high market share. “Consumer staples are where you want to be,” he says, highlighting Coca-Cola (KO), Archer-Daniel-Midlands (ADM) and Vita Coco (COCO). Todd also tal...

James Czerniawski explains why the social media addiction lawsuit against Meta Platforms (META) and Alphabet's (GOOGL) YouTube is so significant. He outlines ways the decision trickles into price action after the Mag 7 giant sold off 11% this week. This lawsuit comes as investors express concerns around Meta's ballooning CapEx tied to AI. ======== Schwab Network ======== Empowering every i...

Kevin Davitt from Nasdaq shares his key takeaways from recent options skew trends. He says investors are “more likely to avoid making a bad decision” by watching these signals. He also argues options allow investors more flexibility in their strategies. He discusses the recent drawdowns in the Nasdaq and what history can tell us about what might be next. Kevin also looks at inside tech buying as t...

Todd Chanko picks stocks for a living. He explains how he does it, and some of his favorites during this period of market volatility. He likes companies that meet criteria like strong free cash flow, sales growth, EBITDA margins, and high market share. “Consumer staples are where you want to be,” he says, highlighting Coca-Cola (KO), Archer-Daniel-Midlands (ADM) and Vita Coco (COCO). Todd also tal...

Russell Hackmann sees some “pretty concerning” signs in the market for a protracted war and doesn’t expect energy prices to drop “in an instant” after peace. He thinks the Fed could even raise rates this year due to inflation pressures. He’s looking at dividend stocks to “hide out” during volatility and thinks a lot of investors may want to reduce risk after the 70% SPX run over the last few years...

Brian Jacobsen and Rebecca Walser cover upcoming economic data and the latest on the partial government shutdown. Rebecca looks at further-dated oil contracts showing lower prices and says the administration has made it seem to consumers like the Iran conflict will be short. Brian is “nervous” as the VIX climbs to 30 and talks about how investors can take “bigger bites of the apple.” Rebecca advis...

AI "is a productivity tool" and "doesn't replace judgement," says Tom Plumb in addressing concerns that artificial intelligence will cut jobs. He says there needs to be a human factor behind the wheel for sustainable productivity improvements. He adds that there needs to be a greater focus on the energy sector to capitalize on evolving AI. His top stock picks include Modine...

Will Ulrich, co-CEO and co-founder of Presidio Petroleum, explains how the company is offering use cases for AI right now in oil production. He talks about why Presidio's process serves as a modern cornerstone to "digitizing" oil production. Will later offers insight into how Presidio is involved in U.S. oil productions and walks investors through current production trends. In the cu...

Austin Lyons says Nvidia (NVDA) and other GPU makers are "changing the dynamics" when it comes to how their chips improve LLM inference. Arm Holdings (ARM) is capitalizing on CPUs, something Austin considers a bottleneck for GPUs. He explains how Arm aims to fill in the efficiency gap. Turning to the AI memory space, Austin says Alphabet's (GOOGL) TurboQuant isn't a replacement f...

Palantir (PLTR) has experienced substantial growth year-over-year and shown resilience in the latest macroeconomic volatility ties to the U.S.-Iran War. LikeFolio's Andy Swan calls the company a "winner" on all fronts. He turns to his firm's consumer web trends showing Palantir leading the race compared to AI peers. When it comes to valuation, Andy believes investors will just ha...

Assia Georgieva and Mike Singleton break down Carnival (CCL) earnings. The stock is down despite record revenue in Friday’s session. Assia was happy with the report, highlighting strength in onboard spending, but notes fuel prices continue to increase and a lot of dry docking raising costs. Carnival is “unique” because it doesn’t hedge its fuel exposure, Assia notes. Mike explains how the price of...

Robert Price, CEO of Greenland Energy (GLND), joins Trading 360 after the company began public trading this week. He says the U.S. and European allies need to "look beyond the Strait of Hormuz" for crude oil as his company begins to drill oil wells in Greenland. Robert talks about Greenland Energy's milestone expectations as projects scale. ======== Schwab Network ======== Empowering...