Schwab Network

Cisco (CSCO) rallied big alongside its A.I. peers on positive trade and partnership developments. The company reports earnings after the bell tonight, and Caroline Woods notes macro uncertainties that can pin Cisco's growth. Prosper Trading Academy's Scott Bauer says the A.I. space is "on a tear" and expects a near-term pullback. He offers an example options trade for Cisco ahead...

Arun Sundaram believes Walmart (WMT) will post strong numbers in its earnings Thursday morning, backed by strength from March retail sales. He notes caution heading into earnings, as last quarter's report was the first domino toppling into a steep tariff-induced sell-off across Wall Street. Arun notes Walmart, Amazon (AMZN) and Costco (COST) as his firm's retail outperformers. Tom White of...

Kevin Green says 5,900 continues to be the level to watch in the SPX after a slight failure to hold it into Tuesday's close. As market indicators signal overbought metrics, he expects to see more "range-bound" trading near-term. He notes gold reaching a "make or break" moment and later turns to the 30YR-10YR treasury spread. ======== Schwab Network ======== Empowering every...

The board for Tesla (TSLA) has formed a committee to explore CEO Elon Musk's pay package that includes potential for new stock options. Diane King Hall points to Tesla's stock, adding onto its extensive month-to-date rally, though valuation can clash with price action. American Eagle Outfitters (AEO) sold off after withdrawing its 2025 guidance. Diane then turns to PVH Corp. (PVH) as a bri...

Jay Woods didn't expect this sharp of a V-shaped recovery following April's massive selling action. He notes stocks are overbought but sees this recovery holding in the mid to long-term. Jay advises investors to watch Walmart's (WMT) earnings, as it was the company that sparked heavy tariff concerns in its last report. He also sees Uber Technologies (UBER) as a company he expects to th...

Kevin Hincks reports from the Cboe Global Markets and juggles all of the headlines driving markets this morning. A rally in chip stocks like Nvidia (NVDA) and Supermicro (SMCI) is one thing he advises investors to watch, but don't ignore the macro front either. With lots of Fed speakers set to speak on the economy, including Jerome Powell tomorrow, Kevin expects plenty of market moves on the h...

BofA raised price targets on Nvidia (NVDA) and AMD Inc. (AMD) after both companies inked deals with Saudi Arabia. That, on top of Supermicro's (SMCI) $20 billion partnership with the nation, is something Alex Coffey attributes to A.I. retaking market leadership. He later turns to a UnitedHealth (UNH) double downgrade from Raymond James. ======== Schwab Network ======== Empowering every investo...

As Cisco (CSCO) shares climb higher in 2025, Rick Ducat says the 5-year high of $66.50 is a level to pay attention to on the upside, with volume studies showing a heavier presence at $58-$59. Ahead of earnings, Tom White demonstrates an example options strategy using a covered call trade with a neutral to bullish stance. ======== Schwab Network ======== Empowering every investor and trader, every...

Chris Graja joins Diane King Hall to preview Walmart (WMT) earnings. He says the outlook and guidance is the most important aspect for the big box retailer. He highlights the company's AA credit rating and strong financial position as a baseline for future growth drivers. Chris says the focus is now growing sales at each store rather than expansion of store presence. Compared to Amazon (AMZN),...

Matt Schulz says 1 in 4 "BNPL" users are using the loan to buy groceries. He dives into data about why people turn to buy-now, pay-later rather than traditional credit cards. Year-to-date, Matt adds "it's not unusual for credit card debt to fall off in 1Q, as people pay off their holiday spend" but he does say that fall off in auto payment debt was unusual. Matt cautions in...

Rachel Dashiell examines the chart of Target (TGT) which has fallen more than 35% over the last 52 weeks. She points to previous support zones that were broken in prior earnings reports, including $100-$104, $120 and $145. On a 10-year timeframe, she highlights a potential test of a long-term support zone around the $85 level in the stock's 3-year downtrend. ======== Schwab Network ======== Em...

The S&P 500 (SPX) is back in positive territory for 2025. What's different about this bounceback is "the participation we've seen," says Kevin Green. He points to outperformance in industrials and financials indicating optimism. KG adds that getting to the 5950-5960 level is key and highlights "lighter" trading volume taking place right now. Later, Kevin looks furth...

American Eagle Outfitters (AEO) falls out of fashion with investors after its latest earnings report. Nvidia (NVDA) re-joins the $3T market-cap club. And, UnitedHealth (UNH) looks to rebound after falling 18% on Tuesday. Tom White takes a look at the early movers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - ht...

All major indices except the $DJI closed higher, with the NDX muscling the most strength by the closing bell. New U.S. partnerships with Saudi Arabia, which includes Nvidia (NVDA), drew a lot of the optimism. Palantir (PLTR) hit a new all-time high off its new partnership with Archer Aviation (ACHR). UnitedHealth became the clear laggard of the SPX and a primary reason the $DJI didn't cross in...

Better (BETR) CEO Vishal Garg joins Caroline Woods to discuss the mortgage lender's 54% year-to-date stock surge, even with shares falling 2.5% after reporting earnings. Garg attributes the gains to its A.I.-powered mortgage origination platform, which streamlines the mortgage process for consumers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscr...

First Solar (FSLR) rallied more than 22% and closed as the SPX's top performer... but some investors may have missed the big move. George Tsilis points to reports that the House GOP budget will cut but not fully remove tax credits for wind and solar energy. Analysts on the name upped bullishness for First Solar after those reports hit the wire. ======== Schwab Network ======== Empowering every...

Walmart (WMT) is set to kick off big-box retail earnings. Sheraz Mian breaks down the key takeaways from the upcoming earnings report. He notes that Walmart's e-commerce business has been a bright spot, with the company emerging as a key competitor to Amazon (AMZN) in the space. Mian also sees value in Target (TGT) at its current discount, but only if the company can replicate Walmart's e-...

Charles Schwab's Nathan Peterson says the "really encouraging" tone in the market opened the door for a bull run. While RSI in indices and Mag 7 stocks show overbought indicators, he makes the argument for a run even higher. Nathan says data needs to "give us a reason" to show caution to reignite economic fears and reverse course of price action. He later turns to moves in...

Nigam Arora says he's bullish on the markets as institutions are now in what he calls a "chase mode" of the current rally. His company's plan to take profits in Feb. 2025 on tariff uncertainty led them to reposition ahead of April's downturn and take advantage of lower prices. Nigam sees a 60% chance of stagflation, but doesn't believe a recession is imminent. On individu...

"You can make the case that we could hit all-time highs in the next couple of weeks," says Kevin Green. He says it's in the conversation if bulls pass and hold the 5,900 SPX resistance level. He urges investors to keep an eye on breakout potentials in the energy sector, highlighting Peabody Energy (BTU) as an example. ======== Schwab Network ======== Empowering every investor and tra...

Rigetti Computing (RGTI) CEO, Dr. Subodh Kulkarni, returns to Market on Close to talk about his company's latest earnings. While the company's stock sold off after earnings, Kulkarni says quantum computing "is here" and larger application of quantum technology will be seen in three to five years. He talks about the ways Rigetti differs from quantum competitors like D-Wave Quantum...

Zed Francis says markets went from "very elevated" volatility to much more "fair" level over the span of weeks. He believes the VIX hovering around 18 signals a "moderate bull market stance." However, Zed notes that can change quickly and urges investors to find room in portfolios for volatility. He's paying attention to the treasury curve near-term and talks abou...

Charles Schwab's Kevin Horner says investors should take advantage of market optimism, just keep an exit strategy top of mind if volatility ramps up again. In the SPX, Kevin's keeping an eye on the 5,900 level as an area with a "balance of buyers and sellers." He also turns to the technicals behind Roblox (RBLX) and Intuitive Surgical (ISRG). ======== Schwab Network ======== Empo...

"I feel like a cat trying to chase a laser pointer" following inflation developments, says Eric Pachman. He isn't worried about future CPI prints after today's report but notes gasoline's deflationary moves as signs of a pinched consumer. Sarah Foster agrees, adding that there are other signals pointing to discretionary spending pullback. They also turn to inflation's imp...

Nick Raich sees guidance estimates being cut despite the U.S. and China tariff pause, just not to the extremes previously expected. That pause is what he believes changed market outlooks and no longer sees recession risk. If corporate tax cuts take place and volatility continues to thin, Nick expects non-defensive sectors to reclaim leadership. ======== Schwab Network ======== Empowering every inv...