Schwab Network

Jeffrey Cleveland and Jake Clopton discuss inflation after the CPI report showed signs of reacceleration. Jeffrey says the good news is that “we’re not really seeing” tariffs boosting goods prices. He expects services prices to cool off soon. Jake thinks that falling rents are not being accurately reflected in the report because of the way the data is collected. They debate whether the Fed should...

Chuck Lieberman wouldn’t rule out the possibility of a 50 basis point rate cut this year. He says this could “make up for lost ground” after the last employment report changed the market’s understanding of the economy sharply. However, he expects the market to continue to make new highs into the end of the year. “This is almost an optimal environment for stocks,” he adds. He likes regional banks a...

Alphabet (GOOGL) shares moved higher after Perplexity offered to buy Google Chrome for $34.5 billion. As Brad Shimmin explains, the bid shows how complex Google's search really is and adds questions to its worth. It also builds on what Brad calls the "complex ecosystem" of tech, noting Alphabet itself and Apple (AAPL) also eyed bids for Perplexity. ======== Schwab Network ======== Em...

Charles Schwab's Kevin Horner says technical trends on the SPX indicate a market that "does not want to sell off." He highlights key levels in the index investors should watch. As for Transmedics Group (TMDX), Kevin believes bulls pushing the stock above its 20 and 50-day SMA offer additional levels of support for a higher run. He adds that Oklo Inc. (OKLO) continues to show "bu...

Pony AI (PONY) shares slid despite the company's earnings beat and robotaxi services revenue that sped past expectations. George Tsilis talks about how the company can put itself in the driver's seat on autonomous driving in order to compete with American counterparts like Alphabet's (GOOGL) Waymo. ======== Schwab Network ======== Empowering every investor and trader, every market day....

Shawn Robbins looks at the 2025 movie box office, calling the summer “positive overall” with a string of hits and previewing the fall & winter lineup. While he doesn’t think that superhero movies are dead, he contrasts the different performances of The Fantastic Four: First Steps and Superman. “Hollywood can take more risks and it will pay off,” he emphasizes, highlighting Sinners. He also tal...

Likefolio’s Landon Swan previews Cava (CAVA) before earnings. “They have the growth, they’re becoming very popular,” he says, but isn’t sure they can meet their expansion plans. “I think we’re going to see a good quarter,” he adds, “I’m very comfortable buying this long-term.” However, he anticipates potential volatility in the next few quarters. ======== Schwab Network ======== Empowering every i...

Steve Larsen believes Circle (CRCL) proved it has legs in the developing crypto space through its latest earnings. He sees a more favorable outlook under the Trump administration as a plus, which he says helps with Circle's distributions. However, Tyrone Ross Jr. is more bearish on the company. He sees "fierce" competition heating up that will pose a challenge to Circle's long-te...

The "life preserver effect" of Nvidia (NVDA) continues as the chipmaker remains the leading market mover. Now, the Trump administration is in talks with the company of potentially selling a "downgraded" version of its Blackwell chip to China. It also comes as China itself advises companies in country not to use Nvidia's chips. Marley Kayden talks about what makes all of the...

When it comes to Caterpillar (CAT), TheoTrade's Don Kaufman leans bullish and offers an example options trade to reflect his view. However, he explains his bearish position in Morgan Stanley (MS) on the back of Tuesday's CPI report, and for the ARK Innovation ETF (ARKK) and its high-beta aspects. Rick Ducat dives into the bearish and bullish trends he sees in the charts. ======== Schwab Ne...

Bill Davis has some worries about the Mag 7’s P/E ratios. He highlights Tesla’s (TSLA) declining sales and says it’s in “real trouble,” yet its valuation is extremely high. He sees plenty of opportunities outside the Mag 7 and highlights his firm Hennessy’s ETF offerings that focus on companies with strong fundamentals. His stock picks include Welltower (WELL), Ford (F), and Delta Airlines (DAL)....

CFRA's Angelo Zino tells investors not to worry too much about Tesla (TSLA) CEO Elon Musk's lawsuit against Apple (AAPL). Musk argues Apple is illegally stifling competition against xAI in its app store. He says there's a case for Musk to file, though Angelo makes the argument other apps similar to xAI aren't seeing favorable traction either. When it comes to Apple's A.I. strat...

“In the international space, tariffs matter,” but not as much as they do in the U.S., Ken Ryan argues. He reiterates the need for international diversification as many foreign companies have no U.S. exposure and “very attractive valuations.” He highlights opportunities in Europe’s $1T spending aims and in Japan’s corporate governance reform. Ken particularly likes Taiwan Semiconductor (TSM), calli...

CoreWeave (CRWV) has tripled in its stock price ever since its March IPO. While the company has the backing of Nvidia (NVDA) as a shareholder and Microsoft (MSFT) as a key customer, Marley Kayden notes the stock's massive rally can work against it in earnings. Tim Biggam gives investors an example options trade for CoreWeave ahead of its report. ======== Schwab Network ======== Empowering ever...

Investopedia's Caleb Silver says there's a lot Cava Group (CAVA) needs to serve to investors when with its earnings report. While the company has experienced notable growth, Caleb tells investors to keep it in a category separate from giants like Chipotle (CMG), adding that Cava's valuation is stuffing the current price. Tom White adds example options trades for Cava and Chipotle to in...

ON Holding (ONON) continues to muscle strength in the shoe space despite an EPS miss. Sam Vadas notes its revenue beat and momentum in China as strong spots. Circle (CRCL) also soared on the back of its first earnings since its IPO, showing the demand for crypto is holding steady. However, Sam notes a major laggard in Celanese (CE) after management warned of weakening demand. ======== Schwab Netwo...

Ben Emons breaks down the latest inflation print, highlighting stickiness in tariffs and services contributing to a hotter-than-expected core reading. He notes consistency in segments like household furnishings and used cars, but also sees potential for a decline in tariff impact over time. Emons believes the Fed remains on track for a rate cut, citing a growing camp worried about labor market wea...

Markets saw green shoots to start Tuesday's trading session, with 6,400 back in focus for the SPX. Kevin Green talks about what needs to happen to shatter resistance. He also explains why the 10-year treasury yield is experiencing a potential turning point when turning to the technicals. Kevin later notes the key support level VIX is hitting as a "crush" in volatility continues. ====...

While the headline numbers of CPI rose less than expected, Kevin Hincks says you need to look below the headline to understand the picture is more complicated than it appears. He points out that energy is lower but prices for just about everything else climbed up. Kevin says it adds fog to the Fed and how it will tackle interest rates. Additionally, he turns to Tesla (TSLA) CEO Elon Musk on wantin...

Michelle Gibley reacts to the latest CPI data and explains why the E.U. is cutting interest rates while the U.S. holds firm. She sees opportunities in Europe, citing a growth story “different than we’ve seen in the past” driven by higher government spending, boosted manufacturing and more. Michelle notes that China does not have an inflation problem, charting its CPI and PPI reports over the last...

The crypto rally continues, with Bitcoin trading near its all-time high and Ethereum reaching its highest level since 2022. Andrew Keys of The Ether Machine makes the case for Ethereum over Bitcoin, arguing that Ethereum offers greater growth potential and broader real-world use cases — while Bitcoin serves more as a store of value like gold. He also explains how investors can take advantage of cr...

CoreWeave (CRWV) is up about 300% since its IPO in March. Rick Ducat highlights the stock's staggering run higher heading into Tuesday's earnings after the close. That outperformance is likely to face continued volatility, says Tom White. He gives investors an example options trade ahead of the report. ======== Schwab Network ======== Empowering every investor and trader, every market day....

President Trump has announced a 90-day extension to reciprocal tariffs on China, leaving markets relatively muted in premarket trading Tuesday. In the semiconductor sector, Nvidia and AMD are reportedly facing efforts by the Chinese government to discourage the use of their chips. Meanwhile, Intel shares are climbing after its CEO’s visit to the White House. Kevin Green breaks down the latest tech...

On Holding (ONON) stock is rallying in premarket trading after delivering strong guidance. Shares are holding key support around $45 and testing resistance near $52. The RSI, which had been trending lower since May, has now rebounded and is gaining momentum. Ben Watson breaks down ONON’s chart, key technical levels, and potential upside targets — noting that a breakout above $52 could set the stag...

Cava Group (CAVA) shares have struggled in 2025, falling 27% ahead of Tuesday’s earnings report. Dan Ahrens of AdvisorShares discusses why both Cava and Sweetgreen (SG) were removed from the company’s restaurant ETF. The fast-casual chain faces industry-wide headwinds and customer pushback on pricing, while brands like Darden Restaurants (DRI) and other casual dining chains are looking far more at...