Schwab Network

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...

Tom White looks at a trio of stock movers ahead of Monday's open. Netflix (NFLX) shares are down after a downgrade to Neutral from Overweight at JPMorgan. Meanwhile, Delta Airlines (DAL) received an upgrade at UBS to Buy from Neutral. And, GE Aerospace (GEV) faces a downgrade at Northcoast Research. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscr...

Kevin Green peels the layers back on the reasons behind Moody's credit downgrade from a AAA to an AA1 rating. Of the credit agencies, KG says this one isn't as important as the S&P Global Ratings group. He discusses the correlation to the U.S. treasury & bond performance, why it is significant to investors and points to a normalization in the yield curve. Later, KG looks at the lat...

Michael Cuggino discusses his firm’s moves since the “Liberation Day” market sell-off. He emphasizes the importance of diversification across sectors and asset classes, and is also looking for companies with pricing power and strong dividends. He still likes Nvidia (NVDA) but says it’s “not a cheap stock” right now. He also likes LMT and CVX and goes over his fixed-income strategy with the expecta...

Rick Ducat, CMT, walks through the charts of Home Depot (HD), Target (TGT), and TJX Companies (TJX), all of which report earnings next week. He highlights points of resistance and support and describes the trends he sees in these names, preparing traders for potential swings on the reports. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Ma...

Robert Conzo finds the lack of guidance this earnings season “concerning.” However, he’s still bullish on equities because of the tariff reprieve, bonds giving “pretty good yields,” and strong hard data. Still, we’re “one tweet away” from a “good market or a bad one,” he says: a “unique” situation for traders to handle. Reacting to Consumer Sentiment, he calls it “pessimistic, clearly,” but says t...

AMD Inc. (AMD) shares surged this week on news of partnerships in Saudi Arabia and an increase to its share buyback program. George Tsilis explains why AMD's business model makes it unique among the semiconductor industry, but also why it faces stiff competition from companies like Intel (INTC) and Nvidia (NVDA). ======== Schwab Network ======== Empowering every investor and trader, every mark...

Samir Kerbage spotlights crypto as Bitcoin stays above $100K. “There is a generational shift happening in our society…maybe in 10 years or 50 years, [Bitcoin] could be as good as gold,” he argues. He calls crypto a currency that has a “predictable monetary policy” and a “scarce asset that can be used for payment.” He thinks that central bank adoption is critical, as those are the entities that hea...

Marley Kayden wraps up the week with a look at the biggest market-moving events over the past 5 days. U.S. and China's tariff reduction and 90-day pause helped lift the overall markets for a winning week. UnitedHealth (UNH) was not part of the rally as it faces a CEO change and a reported DOJ investigation. And, A.I. related stocks popped on deals struck amid President Trump's Middle East...

Andrew Graham joins Market on Close from the NYSE set to close out the week. He discusses the story of the week: China-U.S. trade de-escalation in the form of a 90-day reduced tariff environment. Elsewhere in the markets, Andrew doesn't read too much into the survey data like Consumer Sentiment, but does think CPI and PPI data was encouraging. Looking to earnings, he says Nvidia (NVDA) is the...

George Tsilis examines this week's move higher in Archer Aviation (ACHR). The stock hit new 52-week highs after earnings, in which they did not report any revenue. George notes its partnership with Stellantis (STLA) as key to the company's cash reserves, Additionally, he spotlights its 2028 Olympics status as the Games' official air taxi provider. Shares are up over 260% over the last...

Friday's Big Picture with Charles Schwab's Michelle Gibley and Kathy Jones provides investors a glimpse at the global impact of China-U.S. trade relations. Michelle believes Europe is poised to benefit. Kathy examines the bond market in the wake of updated inflation data this week. She believes the Fed stays on hold until there is further clarity on the tariff situation, seeing a bond mark...

Phil Streible reviews the week in commodity markets. He thinks gold has proven itself as a safety play to the retail market recently, and thinks investors will continue to allocate a part of their portfolio to the metal. For crude oil, he sees resistance around $65-$66 and calls the Iranian nuclear agreement the “make or break moment” for prices. He looks at bitcoin, saying a break below $100K cou...

Kevin Green looks at today's technical trends and options flow patterns. Going into Friday's close, KG keeps his eyes on that 5960 level as a positive dealer pressure level. He says the trendline overall has been to the upside, with 5930 turning into a possible support area. Kevin adds next week's light economic data could help provide more "calm" for investors to potentially...

Logan Gilland joins Market On Close to discuss the post-earnings weakness in Applied Materials (AMAT). He says the company's long-term outlook might be part of the reason why there's a slowdown in share prices. Logan points to a crowded field in the semiconductor industry, and says AMAT could be victim of not "hitting a grand slam" on elevated earnings expectations. He looks at s...

Dr. Preston D. Cherry is looking for companies with cash on hand and a business moat. He thinks it’s better to dollar cost average into the market than sit on the sidelines with cash, as inflation might eat up the value if money sits on the sidelines. He says investors not getting into the rally could wind up with FOMO. ======== Schwab Network ======== Empowering every investor and trader, every m...

Tricia Tolivar, CFO of Cava (CAVA), reviews their latest quarter. She argues Cava has an “incredible value proposition” for consumers, as its price increases have stayed below inflation for the last few years. She also says customer service and the fresh ingredients themselves contribute to CAVA’s success. She talks about Cava’s expansion plans, from new locations to “reinventing” their dining roo...

University of Michigan's Joanne Hsu joins The Watch List panel to discuss the latest consumer sentiment data. Joanne says tariff uncertainty continued to dominate consumer's economic outlook. Meanwhile, John Lonski does point out that a majority of the survey was conducted prior to the China-U.S. tariff pause headline as well as Donald Trump's Middle East trip. John adds concern about...

Thomas Raymond maps out reasons behind his bullish stance on the U.S. market, despite recent volatility. He cites the "American ethos" and competitive spirit driving innovation, pointing to Amazon (AMZN) as a prime example with its entry into the low-orbit satellite space. With $500B in A.I. investments and tax incentives on the horizon, Thomas sees fundamental growth drivers that could...

Jeff Pierce joins Next Gen Investing to highlight Supermicro (SMCI) as shares pop higher on news of its $20B partnership with Saudi Arabia's Datavolt. Shares of SMCI have fallen nearly 50% from year-ago levels, but this week have turned positive year-to-date in 2025. Jeff explains the uncertainty surrounding the company's audit & accounting practices, but also points to potential tailw...

JD Durkin and Adam Lynch get into this week's top crypto headlines. First, Adam looks at technical patterns taking shape in Bitcoin (/BTC) and Ethereum (/ETH). Then, the duo dive into "the good, the bad, and the ugly" with Coinbase (COIN). The crypto exchange rallied early this week on news of its inclusion into the S&P 500 (SPX), but later faced headline pressure with news of a...

Likefolio’s Megan Brantley breaks down their data for Dick’s Sporting Goods (DKS), which announced the acquisition of Foot Locker (FL) yesterday. She notes a double-digit dip in year-over-year visits, vs Foot Locker beginning to outperform. “I’m not certain there’s a ton of overlap” in DKS and FL customers, she argues, so the deal is expanding their total client pool. ======== Schwab Network =====...

Kevin Hincks looks at two tech stock movers from this week: Palantir (PLTR) and Nvidia (NVDA). For PLTR, with shares hitting all-time highs, Kevin demonstrates an example put calendar trade strategy. Then, Kevin illustrates a bullish example trade in NVDA using a call diagonal. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are no...

While Nvidia (NVDA) earnings are due later this month, next week still has plenty of key reports. Larry Tentarelli looks at cybersecurity name Palo Alto Networks (PANW) as one to watch. Eric Clark says "this is the meat of our earnings season." He believes this batch of earnings will help provide a better picture of where & how consumers are spending. ======== Schwab Network ========...

Joe Tigay includes 2 members of the Mag 7 in today's Big 3: Alphabet (GOOGL) and Nvidia (NVDA). But, his first pick is an overlooked aviation play in Archer Aviation (ACHR). Joe discusses the reasons why he's watching this group of stocks. Rick Ducat provides the chart analysis of each company's stock performance over the last year. ======== Schwab Network ======== Empowering every inv...