Schwab Network

The first half of ServiceNow's (NOW) trading month is characterized by a "head and shoulders" pattern forming in the chart, says Rachel Dashiell with Charles Schwab. She highlights key support and resistance levels in the 20-day and one-year stock activity. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newslett...

Some countries are making alleged deals with Iran as some ships make their way through the Strait of Hormuz, says Kevin Green. He talks about crude oil's pressure to the downside to start the trading week and takes investors through other headlines in his "cautious optimism" take. On stock moves, Kevin Green talks about the deal between Meta Platforms (META) and Nebius (NBIS) where t...

Mike Dickson talks about ways investors can strategically position their portfolios as the U.S.-Iran War enters week three. He believes investors and traders alike have opportunity to leverage volatility to their advantage. Another place Mike sees opportunity: emerging markets. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute n...

Sam Vadas wraps up the trading week and previews the major events to keep on the calendar starting on Monday. She starts with a glimpse at Nvidia (NVDA) as investors and traders await CEO Jensen Huang's keynote address at their annual GTC event. On the earnings front, she highlights notable prints ahead for FedEx (FDX), Oklo (OKLO) and Macy's to name a few domestic names. But, Sam adds inv...

Ted Rossman explains how rising gas prices and geopolitical tensions are weighing on consumer sentiment, squeezing lower‑income budgets despite a resilient job market. He warns that uncertainty around inflation, rates, and energy costs could cool travel demand and pressure companies like The Walt Disney Company (DIS) as the Fed tries to manage the slowdown without hurting consumers. ======== Schwa...

The duration of the Iran conflict will determine near-term market moves, says Ahmed Riesgo. However, he thinks markets are expecting a TACO trade, and if that narrative is upended the move down could be bigger; sustained oil prices could force a de-escalation. Despite this, he thinks the U.S. will remain relatively insulated, and thinks the dollar can stay high and we will avoid a recession. Ahmed...

Patrick Mueller expects markets to start pulling back even if we see gains next week, arguing that we’re overdue. He’s rebalancing his portfolio, looking at international equities and fixed income, along with around 20% cash to “pounce” on opportunities. He stresses that investors should pay attention to credit; he believes consumers are worse off than the mainstream story says. Consumer debt is “...

Joanne Hsu reacts to the latest Consumer Sentiment report out of the University of Michigan. She says consumer sentiment has been “treading water” the last few months and has been historically low. Worries about inflation because of the Iran conflict are putting more pressure on sentiment, possibly presaging a continued decline. Consumers feel “increasingly burdened” across demographics and believ...

Traders are “throwing the baby out with the bathwater” during this market turbulence as inflation fears “feed on themselves,” says Robert Conzo. He tells them to remember the historical likelihood that less-loved S&P 500 companies will outperform. He feels “relatively good” about the market, citing bright spots like the retail sales report and a relatively unchanged PCE. Robert encourages inve...

As crude oil prices experience heightened volatility, historical data suggests the energy sector is just warming up. Lucas Downey analyzes the unprecedented surge in the United States Oil Fund (USO), noting that similar price spikes have historically preceded significant double-digit gains for the Energy Select Sector SPDR Fund (XLE). Lucas notes Exxon Mobil (XOM) and Chevron (CVX) as potential wi...

Friday was a busy day for economic data, including PCE and GDP reports. Joy Yang breaks down the latest numbers and reacts to geopolitical pressures on the market. She argues that the Iran conflict will likely not be over soon, which will continue to push oil prices up and impact investor sentiment. She thinks investors are staying on the sidelines, but notes that historically, markets tend to “ab...

Likefolio’s Andy Swan says Dollar Tree (DLTR) is a “different company than it was a year ago,” adding flexible pricing and ridding itself of Family Dollar. He thinks it is starting to “execute well” and that customers like the changes. He discusses what he’s looking forward to in their Monday earnings call and compares them to rival Dollar General (DG). ======== Schwab Network ======== Empowering...

Prediction markets are evolving from a niche hobby into a sophisticated asset class as trading volumes for events like the NCAA Men's Basketball Tournament surge by 3,000% year-over-year. Unlike traditional sportsbooks, these federally regulated exchanges allow for peer-to-peer trading and flexible exits, mimicking the structure of traditional financial markets. Asaf Meir of Solidus Labs discu...

Sam Vadas details Meta Platforms' (META) ongoing efforts to jump into a crowded AI race. Sam shares an analogy from the NYSE Floor about its "Avocado" platform suggesting it might be too firm still and needs to ripen up before it's ready. She details the reported performance lagging Alphabet's (GOOGL) Gemini 3.0 and later dives into Meta's capex spend in data centers. ===...

Mark Gibbens and Matt Maher comb through Adobe (ADBE) earnings. Matt says fundamentals are “really strong,” highlighting their growth in monthly active users and tripling annual recurring revenue in AI products. However, two major headwinds come from AI-native tools and the CEO stepping down. Mark agrees that the CEO succession is a “pretty big deal,” but thinks it’s the right move in the long run...

Tim Bohen braves wintry weather in Michigan to join the latest Big 3 segment on Schwab Network. He and Jenny Horne discuss the fundamental setups for a trio of notable AI names: Palantir (PLTR), Nvidia (NVDA) and Alphabet (GOOGL). Rick Ducat describes the chart setup and technical patterns to watch in each. ======== Schwab Network ======== Empowering every investor and trader, every market day. Op...

Eddie Yoon breaks down the latest consumer sentiment data. He notes that today’s report shows attitudes are “not getting better,” and high gas prices will only exacerbate the issue. He notes that vs last year, there’s been a shift towards saving over spending. Eddie explains how AI is changing the search game, where SEO doesn’t translate to AI discoverability. He calls Walmart (WMT) a great exampl...

Ed Siddell discusses the K-shaped economy, consumer spending, and how the conflict in Iran will hit spending power into the summer months. However, he’s cautiously optimistic that the market can finish the year higher. Ed covers the stability of the bond market and how, overall, things are holding up better than feared. ======== Schwab Network ======== Empowering every investor and trader, every m...

Ivan Feinseth says the selloff in cruise stocks is a buying opportunity, highlighting Royal Caribbean (RCL) for strong demand, fuel hedging, and higher‑margin growth. Tom White breaks down a bullish April call vertical strategy to play a potential rebound in RCL amid macro uncertainty. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks an...

Dan Deming and Sam Vadas react to the latest earnings move from Adobe (ADBE) as shares fall to a near 7-year low. Dan wonders if the selling pressure is a "canary in the coal mine" for the overall AI trade. He demonstrates an example options strategy for ADBE before providing his takeaways on this week's tumultuous trading environment with back-and-forth swings in the energy space. =...

With markets slightly higher in early Friday trading, Charles Schwab's Joe Mazzola asks the question: "Are we able to hold these gains into the end of the day?" He says staying above $6800 is important for the S&P 500 (SPX). On the busier economic data day, Joe points to GDP expectations getting halved as well as the latest personal income numbers. Joe believes market breadth ove...

Erik Lundh gauges today’s economic data, including GDP, and how the conflict in Iran could affect future prints. “It’s hard to know” whether to reprice growth expectations yet, “all we really have in this environment are question marks.” He shares his outlook for energy costs and the potential economic fallout of sustained high prices. He’s concerned about the U.S. consumer “to a certain extent” a...

Better than expected JOLTS data and an "unsurprising" Consumer Sentiment report kick off Kevin Green's coverage on Morning Trade Live. He discusses how it all factors into the inflation picture facing investors on the heels of the latest GDP and PCE numbers also released on Friday. KG looks at the Strait of Hormuz as nations attempt to negotiate safe passage through the embattled oil...

Despite an earnings miss, Lennar (LEN) shares soared at Friday's open following its 1Q print. Diane King Hall dives into the print in which the CEO says was defined by the "same persistent headwinds" challenging the housing market. On the cybersecurity front, SentinelOne (S) delivered mixed earnings but shares hovered around the unchanged line to start the day. Then, Diane looks at n...

Max Gokhman thinks Bitcoin is proving its worth as an alternative asset during the U.S./Iran conflict. He believes that Middle Eastern wealth is moving into blockchain rather than gold or equities, propping up prices. He differentiates popular crypto products, comparing Bitcoin vs Solana and other tokens, which are able to offer different things. He notes Bitcoin tends to be the starter asset befo...