Schwab Network

Jason Brown turns to ETFs on today's Big 3. He points to the Technology Select Sector SPDR ETF (XLK) as a way investors can capitalize on tech's broad bull run. He has a similar approach for the VanEck Semiconductor ETF (SMH) and sees the Select Sector Industrial SPDR ETF (XLI) continuing its run higher. Rick Ducat gives investors insight into the bearish and bullish trends for each chart....

Tony Zhang believes Block (XYZ) is a stock many investors need on their radar. He considers the company "undervalued" since taking a beating after its first quarter earnings. Tony points to Block's exposure to crypto holding lots of value, adding that its fundamentals remain strong without taking crypto into account. ======== Schwab Network ======== Empowering every investor and trad...

Netflix (NFLX) reports earnings after the close on Thursday, and Sam Vadas expects a volatile reaction after hours. She talks about why advertising and live events will draw investor interest and shows how bullish analysts are heading into the report. Joe Tigay expects a "subtle fade" on earnings and offers an example options trade for the streaming giant. ======== Schwab Network =======...

TSMC (TSM) posted earnings that wowed investors, as well as Cory Johnson, noting the company's 28% quarter-over-quarter growth as stellar. The company's reach in Mag 7 corporations like Apple (AAPL) and Nvidia (NVDA) is why he attributes TSMC as being "one of the most important companies in the world." Cory also talks about the U.S. lifting chip export restrictions on Nvidia and...

Alex Coffey turns to the options front in the SPX, which he says has been trading in a clear range throughout the week. He talks about how headlines on Jerome Powell and President Trump shook up Wednesday's run higher. On Netflix (NFLX), Alex calls the streaming giant the "number one player" in digital media. He believes Thursday's earnings will serve as a "barometer" f...

GE Aerospace (GE) sold off after the opening bell despite initially trading higher on strong earnings and raising its full-year outlook. PepsiCo (PEP) rallied to a 3-month high even though its net income is down and demand continues to show signs of weakness. Jefferies turns into a bear on Starbucks (SBUX) with a downgrade to underperform from hold. Diane King Hall takes investors through the morn...

Investors spoke loud and clear during yesterday's trading session when headlines of President Trump firing Fed chair Jerome Powell hit the wire. Trump denied those reports, but Charles Schwab's Liz Ann Sonders talks about how it proves that markets see Jerome Powell as a positive influence. Liz Ann turns to the inflation picture and talks about the CPI and PPI prints, arguing there's a...

Kevin Hincks reports from the Cboe Global Markets to break down the biggest stories of the premarket price action. He says the latest round of earnings continue to show resilience in uncertainty with highs bars being held and low bars being jumped. Retail sales also showed better-than-expected results, which Kevin attributes to a still-strong consumer. He also talks about the Fed's path forwar...

Dan Genter joins Diane King Hall at the NYSE set with his broader macroeconomic forecast for the year ahead. He believes 2 rate cuts are coming and says "we're in a good situation for moderate growth." In terms of valuation, he thinks it will be difficult to expand beyond a 21x P/E. Dan says employment is a strong tailwind right now, and says the only break witnessed in the labor mar...

Netflix (NFLX) shares have soared higher in 2025, outperforming the broader communications sector. Rick Ducat assesses the chart formations in the streaming giant's stock as it hit all-time highs in June. Later, Tom White adds that implied volatility levels are "elevated" ahead of its earnings report with a roughly 5-6% move expected after its release. Tom formulates an example tradi...

Gerry O'Shea believes the crypto bills being debated in Congress could provide an on-ramp for millions of crypto users. He addresses the GENIUS Act's importance to not only adoption, but regulation. Gerry says he's not surprised by the back-and-forth nature of debating the bill's details, but believes this is an "apolitical technology." ======== Schwab Network ======== Em...

Sam Vadas and Diane King Hall look at yesterday's market swings on the back-and-forth headlines surrounding Jerome Powell's future. Sam points to not only equity response, but highlights the move in yields as a key indicator that didn't favor an abrupt change in central bank leadership. Later, Sam examines earnings reaction from TSMC (TSM) and United Airlines (UAL) keying in on the air...

Nvidia (NVDA) CEO Jensen Huang visits China as shares reach new all-time highs and become the first company to surpass a $4 Trillion valuation. Ben Watson provides the chart patterns' insights pointing to the $173 level as upward resistance that has been continually tested in the short term. On a 1-year chart, he points to NVDA's April low and steady uptrend. Using a Fibonacci study, Ben s...

Frank Holmes gives his outlook for crypto in the second half of 2025, and how “Crypto Week” on the Hill is shaping up. He calls the legislative process “phenomenal” so far. “Government policies are a precursor to change…the GENIUS Act is going to usher in stablecoins globally.” He says we are in a “supercycle” of crypto just like we are in A.I. Frank also argues that a U.S. stablecoin would shore...

"Crypto Week" started with Bitcoin (/BTC) rising to new all-time highs, but Tuesday painted a different picture for crypto investors as legislative efforts stalled in Congress. Jenny Horne and Nate Peterson provide the mid-week insights as the GENIUS and CLARITY Acts are debated in DC. Nate also points to the Relative Strength Index trends taking place for both Bitcoin and Ethereum (/ETH...

Headlines denied by President Trump of him firing Fed chair Jerome Powell ignited volatility on today's session that ended with stocks higher. ASML Holding (ASML) was not one of them after the company's CEO warned that there could be a lack of growth for 2026. However, Rigetti Computing (RGTI) drew lots of bulls to the stock after unveiling significant progress through quantum computing. U...

David Nelson breaks down United Airlines' (UAL) earnings report and explains why the stock is trading lower. Nelson attributes the miss to various factors beyond the company's control, including fuel costs, geopolitical events, and aircraft delivery delays. However, he remains optimistic about the long-term potential of the airline industry, particularly with the increasing adoption of A.I...

Global Payments (GPN) rallied after Elliott Management revealed it took a stake in the company for an undisclosed amount. Charles Schwab's Ben Watson takes a look at the resistance the stock could break if the uptrend continues and weighs how far the rally can run. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter...

"So far, so good." Charles Schwab's Nathan Peterson points out the start of earnings season as bullish for market momentum. However, tariffs remain top of mind, with Nathan noting the 50% tariff on copper as a risk to markets and American wallets. Nathan believes President Trump is testing economic strength by seeing how much revenue tariffs can create before they start affecting emp...

Dan Deming reviews moves in the commodities and bonds markets, particularly after the back-and-forth news around Trump and Fed Chair Powell. “Yields are reacting really more to the data now,” Dan says. “It looks like the economy is moving forward.” He doesn’t think the market would react well to Powell being fired in the short or longer term. He also covers gold and crude oil, saying to keep an ey...

Johnson & Johnson (JNJ) shares popped after earnings that showed strength for the healthcare company. Rick Ducat dives into the stock chart to highlight how Johnson & Johnson is tapping a notable resistance level backed by bullish signals. It's a much different chart compared to the healthcare sector, and as Rick shows, it's reaching a make or break moment. ======== Schwab Network...

Olivier Blanchard believes TSMC (TSM) has more room to move to the upside with its earnings Thursday morning. He expects a "continuation of what we've already seen" with A.I. growth, especially through customers like Nvidia (NVDA) and Apple (AAPL). Jay Woods adds that "this stock has been crushing it" when it comes to stock momentum. However, he makes the case that TSMC nee...

Ivan Feinseth argues there's "nothing but tailwinds" for Nvidia (NVDA). He says "it's all Nvidia, all the time," pointing to the company's charge in creating A.I. chips for the infrastructure buildout. He names other Mag 7 companies and Oracle (ORCL) as rising stars in the A.I. race. He's also bullish on a completely different industry: cruise lines. He offers h...

Brian Meegan follows capital flows around the market and sees A.I. and energy heating up while retail and real estate are cooling. He expects the energy demand story to take years to play out because of the time it takes to build infrastructure. “There’s a lot of money to be made” in that industry and in health care. He also discusses how uncertainty is reshaping deal structures. ======== Schwab N...

Lowered or cut guidance from companies over tariff concerns offered a low bar to last quarter's earnings season, but Art Hogan notes that could be a challenge this time around. That said, he sees earnings being a positive catalyst and makes the case for the SPX to reach 6,500 by year's end. Art suggests investors balance Mag 7 stocks with rising sectors like industrials and healthcare to h...