Schwab Network

Stocks swung into negative territory after volatility struck early in the afternoon. However, Oracle (ORCL) rallied after hours after it posted strong guidance for fiscal 2026. Oklo Inc. (OKLO) shares powered to all-time highs after reaching a tentative agreement with an Alaskan U.S. Air Force base. Tesla (TSLA) delayed its highly-anticipated robotaxi launch in Austin over after CEO Elon Musk note...

Warner Brothers Discovery's (WBD) decision to split into two separate publicly traded companies has left many investors wondering if this move will prove profitable. CFRA's Kenneth Leon shares his thoughts on the split and why he's maintaining a hold opinion on shares of Warner Brothers Discovery for now. Meanwhile, he's more bullish on Roku (ROKU), reiterating his buy rating and r...

SailPoint (SAIL) saw a double-digit percent rally after it posted a bottom line beat and raised its full-year 2026 outlook. George Tsilis turns to other aspects catching investor interest toward the cybersecurity company. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download...

Oracle's (ORCL) guidance sent its stock soaring after hours. While the company posted a beat on the top and bottom line, it was a strong outlook on cloud revenue that gauged investor interest. Marley Kayden, Alex Coffey and Kevin Green take a closer look at the earnings to highlight other strengths and weakness they found in the report. ======== Schwab Network ======== Empowering every investo...

Joe Mazzola with Charles Schwab considers the tariff talks between the U.S. and China mixed, as both countries weigh A.I. chips and rare earth metal exports. He adds that the latest CPI print won't show impact of tariffs yet, though it will in the coming months. Kevin Gordon tells investors not to expect major tariff developments for months, or even years to come. ======== Schwab Network =====...

Dan Deming talks the commodities market. He thinks if gold can hit $3,400, it could “indicate the potential for further gains.” He thinks a weaker dollar will give it a tailwind for “several years.” He looks at platinum and silver, which have both seen strong runs this year. Dan points to $70-$72 as key levels to watch in crude. He also warns traders not to get “too comfortable” with Bitcoin’s rec...

Volatility early in the afternoon reversed gains earlier in the day. Kevin Green notes an uptick in VVIX affecting today's moves and weighs its impact on price action moving forward. He also warns investors of options expiration ahead that will cut into "relatively healthy" volume markets experienced recently. ======== Schwab Network ======== Empowering every investor and trader, eve...

Philip Straehl is still waiting for economic data to show tariff impacts. He expects two Fed rate cuts this year, with the first coming in September. Looking at the most recent jobs report, he notes a slowdown but argues it is a “gradual adjustment,” not the economy “falling off a cliff.” He sees opportunities in healthcare, small caps, and consumer names around the world. ======== Schwab Network...

Dan Geltrude and Tom Essaye break down Chewy (CHWY) earnings and the post-report sell-off. Tom says the market wanted a “beat and raise” but got a “beat and reiterate,” and thinks the drop is overblown. Dan agrees, saying investors had “too high expectations” and there is no “operational weakness” in the company. “I’m looking for bad news here – and I just don’t see it!” ======== Schwab Network ==...

The markets are overbought, and a “downturn could be coming at any moment,” says Bob Lang. “To be buying right now is a little dangerous.” He thinks investors should be preparing for a step down, possibly by buying puts. While Trump is still pressuring Powell for lower rates, Bob thinks that economic data will keep the Fed from cutting. ======== Schwab Network ======== Empowering every investor an...

David Stryzewski says he's "pretty optimistic" on markets, though not without caution. He makes the case that "we have to cut rates" and sees Jerome Powell being more dovish than hawkish. When it comes to market opportunities, David argues that investors need to watch silver due to its "very precious" nature. ======== Schwab Network ======== Empowering every inves...

Karen Veraa-Perry celebrates a record month for fixed-income ETFs in May. SGOV, Blackrock’s 0-3 month bond ETF, has seen $18 billion in inflows this year alone. Another trend to watch is active management within fixed income ETFs, giving investors someone to “steer the ship.” She expects interest to stay in the short end of the curve “for the next 18 months.” ======== Schwab Network ======== Empow...

George Tsilis turns to Quantum Computing (QUBT) and its massive rally off an already impressive year. The company is running higher alongside other quantum stocks after Nvidia (NVDA) CEO Jensen Huang said the technology is reaching an "inflection point." George talks about the positive trends for quantum stocks but warns of the short interest and volatility surrounding these names. =====...

David Nicholson talks all things Meta Platforms (META) and its A.I. developments. With CEO Mark Zuckerberg forming a "superintelligence" group and the company reportedly taking a 49% stake in Scale AI, David says the company is putting all its eggs in the A.I. basket. The big question: is it profitable? David weighs whether Meta's investments will become an "a-ha" moment or...

Today's CPI print showed a lower-than-expected headline number. Brian Jacobsen points out that it inches inflation toward the Fed's goal, adding that it increases the likelihood for an interest rate cut in July. David Doyle urges caution for investors when turning to the outlook, arguing that heavier inflation will pick up in the back half of 2025. ======== Schwab Network ======== Empoweri...

"The future is EV," says VinFast Auto (VFS) chairwoman Madame Thuy Le. Her company recently doubled vehicle sales guidance compared to last year's numbers, as Thuy Le explains how EV infrastructure in Vietnam and Asia support VinFast Auto. She also discusses how U.S. tariffs can affect the company's outlook. ======== Schwab Network ======== Empowering every investor and trader, e...

Dylan Taylor, CEO of Voyager Technologies (VOYG), joins the Schwab Network to discuss its IPO today. Voyager works with governments and commercial companies in the air and space industry. Dylan says the space and defense company’s contracts are “well-protected” in the proposed budget bill, and commercial players will “augment” the industry even with budget cuts. He also discusses Voyager’s Starlab...

“We are still in the early stages of a very meaningful revolution” in AI, says Doug Cohen. He talks about investing trends to watch around this field. He also names some wild cards: the U.S. debt situation and the potential for bond rates to rise. Right now, he likes short-term fixed income. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the M...

TheoTrade's Don Kaufman says he's "all beared up" on today's U.S. and China tariff developments and the latest CPI print. His bearish perspective isn't shifting on today's Big 3. He sees a roll over coming for Bank of America (BAC), tariff pressure pinning PDD Holdings (PDD), and Costco (COST) shifting to the downside. Don offers options trades for all three names whi...

Steven Dickens sees Oracle (ORCL) acting as a "bellwether" for how the rest of the earnings season will play out. His focus will be on the company's plans to accelerate its A.I. and cloud capabilities. Steve notes its Cerner acquisition as a short-term headwind that can serve as a "long-term strategic play." Tom White offers a pair of example options trades for Oracle. ====...

“This is fantastic!” Jason Greer reacts to the latest CPI data. Companies haven’t been passing tariff costs to consumers as much as feared, he says, and seems enthusiastic about potential trade resolutions. “Fundamentally, the economy is still really strong,” he adds. Referencing conversations he’s had with CEOs, he says the workforce is “stabilized” and labor remains relatively strong. ======== S...

Citi raised Microsoft's (MSFT) price target and called it a "top pick" in software. Marley Kayden dives into the analyst's report and highlights the notes on Microsoft's Azure business and potential A.I. revenue growth. Later, Scott Bauer says "it's really, really hard to short this stock" saying this kind of rally has been "a massive comeback." With s...

In a market trying to hold onto gains this morning, Diane King Hall analyzes three companies seeing down action after earnings. She talks about Chewy's (CHWY) sell-off despite a beat and how its recent price action may play a factor. On GameStop (GME), Diane notes a 55% in collectables revenue, though the company still missed on its top line as it navigates a shift to digital markets. GitLab (...

6,050 proved to be a wall for the SPX at the opening bell with the index pulling back from highs seen in the futures. Kevin Green analyzes the options activity surrounding the level and talks about why resistance is so strong. However, he adds that we likely won't see new lows due to the resurgence of market strength. One point of concern may come from the 10YR-3MO treasury spread, as Kevin po...

“CPI print is great,” watch for PPI tomorrow, says Jake Clopton. He argues that crude and copper are showing no economic worries, and he is “skeptical” that tariffs will have a large impact on the economy. He thinks the Fed is waiting to see what impact there is before moving on rates, especially as the labor market remains strong. However, he says risk remains to the upside on bonds. ======== Sch...