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Salesforce (CRM) initially rallied after earnings but reversed heavily into today's opening bell. Nick Raich points to uncertainty and fear of the company's Informatica acquisition as the culprit behind the sell-off. That said, he believes investors will eventually see it as a positive. Keith Kirkpatrick agrees, saying that Informatica will assist in Salesforce's data management. He ad...

Bitcoin hit all-time highs just last week as a number of catalysts drove the cryptocurrency higher. Investopedia's Caleb Silver joins Diane King Hall from the 2025 Bitcoin Conference and says "enthusiasm is wild." He talks about the Trump family's involvement with the conference is a sign Bitcoin can rally higher. Caleb also talks about the GENIUS Act and how it has fueled enthus...

Dan Deming turns to a Big 3 that he expects to outperform in the coming weeks and months. He sees Oracle (ORCL) as a rising A.I. player, expects Visa (V) to hit new highs as consumer spending trends holds, and Waste Management's (WM) outperformance to continue. Rick Ducat breaks down the technical trends in the charts to support Dan's analysis. ======== Schwab Network ======== Empowering e...

David Trainer says the tariff impacts are far from over with today's court ruling. Additionally, he urges investors to "roll up your sleeves" and balance portfolios in the event tariff volatility spikes again. David warns against what he calls "dividend-trap" stocks and believes Nvidia (NVDA) trades like a "meme stock" in some aspects. ======== Schwab Network ====...

Robert Hum with Blackrock talks about how his firm's "max buffer ETFs" give clients equity exposure without some of the downsides. He talks about the investors these ETFs target and the upside they offer compared to traditional equities. Robert also explains why he sees outcome ETFs tripling to $650 billion by 2030. ======== Schwab Network ======== Empowering every investor and trade...

Costco (COST) will be one of the last big box retailers to report earnings this season after its peers painted a mixed picture. Caroline Woods notes that while month-over-month sales are growing, the rate has slowed compared to prior prints. The company also faces tariff pressure but Caroline argues its loyal customer base can offset those headwinds. Joe Tigay offers an example options trade for C...

Jay Hatfield says the market's positive reaction to the court's tariffs decision is justified but not entirely surprising. He believes the tariffs' impact on the economy was overblown and that the decision could be the catalyst for a "summer power rally." He also likes specific names like Broadcom (AVGO) and Amazon (AMZN) due to their underappreciated growth potential and rea...

"People want to look good," says Raul Shah in arguing that the beauty industry is less discretionary than many realize. He points to strong price action in companies like Ulta Beauty (ULTA) and e.l.f. Beauty (ELF) despite economic uncertainties. Raul believes these companies actually have the power to raise prices and maintain their audience. Alex Coffey offers neutral to bullish example...

Burlington (BURL) erased premarket gains after beating earnings despite posting flat comp sales. HP Inc. (HPQ) blamed tariffs for higher costs in its worse-than-expected earnings report. C3 AI saw the opposite, rallying big after posting strong earnings and highlighting key partnerships. Diane King Hall dives into what's driving some of the morning's biggest movers. ======== Schwab Network...

Investors reacted positively on the trade court's decision to block some of President Trump's tariffs. Kevin Green shows how it initially pushed the SPX toward a key resistance level, though uncertainty on tariff policy ahead kept the index from rallying stronger. It's also the reason why gold continues to rally. Kevin also warns of a bearish sign in the 10Y/3M treasury spread even as...

Kevin Hincks reports from the Cboe Global Markets and weighs in on the Court of International Trade's ruling blocking some of President Trump's tariffs. He says "this chapter is not over yet," noting the White House's immediate repeal. Nvidia's (NVDA) earnings showed a mixed picture when it came to the headline numbers, but Kevin tells investors to look deeper into the nu...

Nvidia (NVDA) saw the most substantial earnings move in several quarters. Jenny Horne says the positivity may come from the company's transparency in how China tariffs will affect the top line. She talks about the challenges a strained U.S. and China relationship will have on Nvidia long-term. As for Salesforce (CRM), she dives into the company's report and talks about how its Informatica...

Dell Technologies (DELL) struggled to breakout over the last year. Rick Ducat points to the levels the technology giant faced major resistance and weighs whether the company can rally after today's earnings. ======== Schwab Network ======== Empowering every investor and trader, every market day. Options involve risks and are not suitable for all investors. Before trading, read the Options Disc...

Kim Forrest considers Nvidia's (NVDA) latest earnings extraordinary. She believes the company showed it has a "real hold" on the high-end A.I. products that will be used by companies for years down the line. While hyperscalers proposed creating their own chips, Kim says that won't affect Nvidia for at least three to five years down the line. ======== Schwab Network ======== Empow...

Markets popped after the U.S. Court of International Trade blocked some of President Trump's global tariffs. Brian Jacobsen makes the argument that "nothing has changed" when it comes to the tariffs, only the "how" of their implementation. He also weighs unemployment to inflation and talks about why the Fed leans more toward the latter. ======== Schwab Network ======== Empo...

Futures pushed higher after the Court of International Trade blocked some global tariffs imposed by the Trump administration. The court gave the White House 10 days to comply. On market sentiment, Kevin Green notes the risk-on return with 6,000 back in focus for the SPX, though he expects resistance before then. However, Kevin adds that there will be uncertainty when it comes to current trade deal...

Rachel Dashiell turns to Salesforce (CRM) after it reported better-than-expected earnings. She labels the company as a laggard in its sector group despite the company's rally. Rachel highlights the levels investors should watch moving forward. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwo...

Nvidia's (NVDA) earnings were expected to be the topic of the morning, until the U.S. Court of International Trade ruled to block some of President Trump's global tariffs. HP Inc. (HPQ) plunged after reporting earnings that didn't satisfy investors. Diane King Hall has all of the hot topics on today's Morning Minute. ======== Schwab Network ======== Empowering every investor and tr...

Jenny Horne and Adam Lynch examine this week's biggest moves in the crypto space. Adam examines the current technical levels taking shape in Bitcoin (/BTC) and Ethereum (/ETH). Then, the duo dive into Strategy's (MSTR) continued Bitcoin buys, GameStop (GME) announcing a Bitcoin purchase and Trump Media & Technology (DJT) is joining the crypto reserve party. Lastly, Adam looks at headli...

Fairly muted trading action on Wall Street ended with a last-minute sell-off, sending stocks sliding into the red. However, Nvidia (NVDA) offered a bright spot with its postmarket rally despite missing on EPS and data center revenue. Salesforce (CRM) served as a bright spot in A.I. software, while SentinelOne (S) did not meet investor expectations. Alex Coffey carries investors through the biggest...

Ali Mogharabi believes Nvidia (NVDA) earnings were "fine," citing weakness in its data center revenue as a warning flag. He still sees strengths in the report that help its Big Tech peers. Ali goes in-depth on how the evolving A.I. trade is benefitting companies like Amazon (AMZN) and Meta Platforms (META). He believes there's still "a few more innings to go" in the A.I. ga...

There's a lot to digest in Nvidia's (NVDA) earnings. The company missed on EPS and data center revenue, though CEO Jensen Huang notes the company's Blackwell is now in full production. Price action gyrated after hours as investors weighed where they see the company moving down the A.I. runway it created. Alex Coffey, Kevin Green and George Tsilis take an in-depth look into the report i...

"The core A.I. thesis is intact," says Austin Lyons after seeing Nvidia's (NVDA) earnings. "Everyone wants to get in" the A.I. giant as it presents new growth opportunities. Austin does warn of China headwinds, though he appreciates the message Jensen Huang sent to investors and the Trump administration. ======== Schwab Network ======== Empowering every investor and trader,...

C3 ai (AI) stock surges after a narrower-than-expected 4Q adjusted loss and in-line revenue. Tony Zipparro reacts to the report, citing the expanded joint venture with Baker Hughes through 2028 as a positive catalyst. However, he remains cautious due to C3 ai's high valuation and lack of profitability, comparing it to peers like Palantir (PLTR) and Snowflake (SNOW). ======== Schwab Network ===...

Salesforce (CRM) had a strong showing in its after hour earnings thanks to data cloud and Agentforce growth. However, e.l.f. Beauty (ELF) and SentinelOne (S) sold off after showing weaknesses in their reports. Alex Coffey is joined by Jeff Pierce and Scott Durfey as the panel takes a closer look at the earnings driving postmarket price action. ======== Schwab Network ======== Empowering every inve...