Schwab Network

Scott Bauer breaks down the markets beyond stocks. He weighs in on the dollar's (/DX) recent weakness in the wake of the Moody's downgrade, but notes the relatively muted response across other asset classes. Meanwhile, gold (/GC) is higher due in part to its oversold condition and the ongoing safe-haven bid. Turning to Bitcoin (/BTC), he believes the cryptocurrency is set to break all-time...

Once the SPX moved off the morning lows, the index saw a fairly tight trading range heading into the close. Kevin Green still urges caution for investors with a glimpse into the options. He points out the trap doors that exist with upside and downside pressure. One industry experiencing plenty of upside is industrials, as Kevin shows how it is hitting all-time highs. ======== Schwab Network ======...

Ouster (OUST) CEO and co-founder Angus Pacala shares his vision for the future of LIDAR technology, which he believes will be a critical component in the next wave of physical A.I. He highlights Ouster's recent success and discusses the growing number of applications for LIDAR technology, including autonomous vehicles, smart cities, and industrial use cases. Pacala also touches on the company&...

As equity markets catch their breath, Brad Conger says valuations are stretched, making it a challenging trade-off for investors. He's overweight European stocks on a non-hedged basis and underweight the U.S. dollar, which he believes could be a risk-off currency. Conger is also finding defensive positions in his investment portfolios, including pharmaceuticals like Novo Nordisk (NOVO) and saf...

Home Depot (HD) earnings are due out tomorrow, and all eyes are on the home improvement retailer to gauge the health of the consumer. Matt Maley and Dory Wiley weigh in on what to expect. While Home Depot may have an edge over competitors like Lowe's (LOW) and Walmart (WMT) due to its diversified business model and higher margins, both guests agree that a miss on earnings could have far-reachi...

Moody's downgrade of the U.S. credit rating to AA1 from AAA sent shockwaves through the market, but Thierry Wizman says investors should keep things in perspective. Wizman notes that while the downgrade is a "yellow flag" for the U.S. economy, it's not a default event. Instead, he believes it highlights the country's long-term fiscal issues, including its growing debt-to-GDP...

"In a world of tariffs, everyone is expecting growth to slow down," says David Wagner. However, he's confident market leaders will drive the SPX forward. David points to Nvidia's numerous developments in Saudi Arabia as promising signs for the A.I. giant. He adds that A.I. continues to drive development across the mega caps, noting strong earnings from Alphabet (GOOGL), Meta Plat...

The path for the next 90 days appears to be clear with the latest tariff pause against China. However, Patrick Mueller urges investors to stay alert to volatility. "It's going to be rough," Patrick warns, offering advice on how to tackle future tariff uncertainty. He adds that markets may not be pricing in warning signs on the national debt. ======== Schwab Network ======== Empowerin...

Maheep Mandoli discusses the solar space, which he believes is due for a rebound as two major overhangs - the Inflation Reduction Act and tariffs - are addressed. Mandoli expects investors to return to solar stocks, which have been trading at low valuations since before the 2024 election. He also shares his top pick, First Solar (FSLR) which he thinks can benefit from nearshoring and has a competi...

Palo Alto Networks (PANW) posts earnings Tuesday, and Joseph Bonner expects to see strong numbers in the report. Despite the company's "platformization" strategy cutting into revenue, Joseph says Palo Alto is a buy. When measured to similar companies like Crowdstrike (CRWD), he notes advantages investors may not think about. ======== Schwab Network ======== Empowering every investor...

LikeFolio's Andy Swan discusses why Home Depot (HD) is weathering the housing market storm better than Lowe's (LOW). Swan says Home Depot's 50/50 split between contractors and DIYers gives it a structural advantage, and contractors are driving growth despite a weak housing market. He believes Home Depot's stock is "priced right" for now, but a pickup in the housing market...

George Seay says Walmart (WMT) is "shooting the lights out" when it comes to its earnings. However, tariffs are creating a situation where Walmart and similar retailers may pass some of those costs to consumers. As George points out, they also face the conundrum of maximizing profits to appease investors. He later weighs how the U.S. needs to tackle the national deficit. ======== Schwab Network ==...

Jim Worden says he and his firm "really, really like" Nvidia (NVDA) and notes Broadcom (AVGO) as a rising competitor in the A.I. hardware space. When it comes to other mega caps, he's not as confident. He sees Apple (AAPL) and Amazon (AMZN) struggling with tariffs and sees road bumps ahead for Tesla (TSLA). Lisa Schreiber doesn't expect Amazon to face as much tariff impact as App...

Following First Solar's (FSLR) recent rally, Scott Bauer with Prosper Trading Academy sees short squeeze potential in SolarEdge (SEDG). He also offers a bullish perspective on Vertiv (VRT) while expressing bearishness for Valero Energy (VLO). Rick Ducat turns to the technical trends he sees in the charts. ======== Schwab Network ======== Empowering every investor and trader, every market day....

Ivan Feinseth believes in the opportunity for cruise line investments. He says the industry makes up 2% of the $2 trillion yearly travel profits, which Ivan sees growing long-term. He notes Royal Caribbean (RCL) "moved to the top" of his list and expects Norwegian Cruise Line (NCLH) to grow the most near-term. Tom White offers example options trades in Royal Caribbean and Viking Holdings...

Nvidia (NVDA) originally traded lower before the opening bell before reversing to the upside, while Home Depot (HD) has to overcome bearish sentiment heading into Tuesday's earnings. Kevin Hincks offers a pair of example options trades in Nvidia and Home Depot. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable fo...

Michael Acton believes investors will see promise in the start of a new real estate cycle. He says now's a great time to get involved despite current interest rate and yield levels. Muted construction spending is what Michael expects will set the foundation for strong rent growth. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market M...

Home Depot (HD) aims to build on its previous earnings but analysts expect to see a slight pullback in tomorrow's report. George Tsilis points the blame on tariffs, as Home Depot will have to weigh raising prices for customers. Tariffs will prove to be a long-term challenge for the company in setting a profitable foundation. Prosper Trading Academy's Scott Bauer says the stock is currently...

Netflix (NFLX) got a downgrade to neutral from overweight by JPMorgan, though the firm still raised its price target. Diane King Hall talks about the firm's valuation view as the key point behind its downgrade. Reddit (RDDT) received a downgrade from Wells Fargo over concerns of Alphabet (GOOGL) generating A.I. search disruption to the social media company. Diane turns to a positive note from...

Kevin Green says there's "reason to sell" following last week's strong market action and recent V-shaped recovery. He notes there's a "very big wall" at the 6,000 level in the SPX, but says there can be further downside before then. Kevin later turns to the 30YR-10YR treasury spread to explain its recent spike. ======== Schwab Network ======== Empowering every inves...

Kevin Hincks reports from the Cboe Global Markets and goes over the main culprit driving this morning's down action: Moody's U.S. credit rating downgrade. As Kevin explains, the Trump administration isn't showing much concern. He also notes a contradiction in higher bonds and lower U.S. dollar that can shake up Wall Street throughout the week. ======== Schwab Network ======== Empowerin...

Home Depot (HD) earnings release tomorrow morning. Rick Ducat analyzes the chart patterns building in the home improvement stock. Looking at the 1-year chart, he discusses the overall downtrend but points to areas of resistance & support that could come into play following the earnings report. Later, Tom White puts together an example trade using an Iron Condor strategy. He uses the May 23 exp...

Chris Versace joins Diane King Hall at the NYSE to chew through the macro headlines weighing on equities. From the Moody's credit downgrade to Fed speakers, Chris says the U.S. central bank "still has things to digest" as investors look for rate cut guidance. Chris looks at the tariff impact showing up in earnings reports, particularly retailers like Walmart (WMT), Target (TGT) and m...

Marc LoPresti does not lay the blame of the "massive, massive debt problem" in this country on any one administration, but does believe the timing of Moody's credit rating downgrade is "suspect." Marc believes Moody's is a lagging indicator, trailing other agencies like Fitch Group and the S&P Global Ratings. He then looks at the Trump Administration's ongoing t...

Charter Communications (CHTR) shares have outperformed equities over the last several months. Share prices hit 52-week highs on Friday after the company announced plans to acquire Cox Communications in a $21.9B deal. Rachel Dashiell looks at the technical picture taking shape for the chart of CHTR, saying $460 is the longer-term resistance level to watch next. ======== Schwab Network ======== Empo...