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Schwab Network

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Schwab Network is brought to you by Charles Schwab Media Productions Company (CSMPC), a subsidiary of The Charles Schwab Corporation and not a financial advisor, registered investment advisor, broker, or futures commission merchant. THE SCHWAB NETWORK SITE, CONTENT, APPS, and RELATED SERVICES, ARE ON AN “AS IS” AND “AS AVAILABLE” BASIS, WITHOUT WARRANTIES. Not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be ...
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The holiday-shortened week ended with all four indices closing high, led by a 2% in the NDX. Trading sessions faced volatility in the form of tariff headlines, leaving investors with more questions around trade deals. Nvidia (NVDA) led earnings headlines with its mixed report, while Salesforce (CRM) traded lower despite posting stronger-than-expect…
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Nvidia (NVDA) shares rose, then fell, after the company posted earnings that beat expectations, but included an $8 billion adjustment due to export uncertainty with China. Despite this Olivier Blanchard remains bullish on Nvidia's A.I.-driven growth prospects. He notes that the company's dominant share of the data center GPU market, combined with a…
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Cybersecurity stocks are on fire, and Zscaler (ZS) is leading the charge, rallying to multi-year highs after its latest earnings report. Morningstar's Ahmed Khan breaks down the quarter and the space, citing strong execution and a favorable industry backdrop as key drivers. He also shares his take on CrowdStrike (CRWD) ahead of its earnings report …
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Charles Schwab's Kathy Jones sees the latest rounds of bond auctions as "good news" for markets as investors learn to navigate the recent rounds of volatility. As for next week, she urges investors to watch for any and all data surrounding employment. Kathy says she wouldn't be surprised to see some negative prints. ======== Schwab Network ========…
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Phil Streible sees Bitcoin (/BTC) settling into a new trading range between $98,000 and $112,000, after a failed breakout above $110,000 resistance. In traditional metals, gold (/GC) has been range-bound and crude oil (/CL) remains stuck in a narrow range, but Streible expects a potential sell-off ahead of the OPEC meeting, followed by a possible r…
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What initially began as a down day, with lows dragging the SPX down more than 1%, ended with the index about unchanged. Kevin Green turns to the options flow which shows aggressive call buying heading into the weekend. On the other end, Kevin talks about how a fade could just as easily reverse action. ======== Schwab Network ======== Empowering eve…
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Costco (COST) posted a strong quarter despite tariff headwinds. Andrew Wang credits the company's ability to manage through tariffs by leveraging them to widen its value advantage. Wang notes that Costco's strategic inventory timing, diversified sourcing strategy, and ability to absorb tariff costs have helped maintain margins. ======== Schwab Netw…
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Verified Investing's Gareth Soloway considers May's market rebound impressive. Moving forward, he expects investors to put more emphasis on economic data over tariff headlines. Turning to stock technicals, Gareth offers investors insight into levels to watch in Tesla (TSLA), Nvidia (NVDA), and Dell Technologies (DELL). ======== Schwab Network =====…
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Dan Genter likes Phillips 66 (PSX), which he calls “one of the most vertically diversified companies” there is, despite its underperformance this year. He also likes Capital One (COF) in financials “because it’s cheap,” and Microchip Technology (MCHP) in tech, saying it’s “everything that’s not A.I.” ======== Schwab Network ======== Empowering ever…
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Aaron Kaplan, Co-CEO of Prometheum, talks about the move from electronic to digital markets. He believes blockchain is the future of trading, backed by Bitcoin's rally seen in recent years. Aaron goes in-depth on how digital assets have been transferred over time and the way crypto industries will surpass security industries. ======== Schwab Networ…
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Mike Horwath wraps up the month of May. “There’s no quick fix for fiscal discipline” for the country, but earnings have remained strong, he notes. He thinks long-term investors should stick with “sound, diversified” portfolios that can handle what happens next, rather than trying to time the markets. He also gives his take on the bond market. =====…
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Jeffrey Cleveland and Arthur Laffer Jr. give their takeaways from the April PCE report. “If we didn’t have this whole tariff threat, I think the Fed would be very happy with the progress we’ve seen this year on core inflation,” Jeffrey says, but expects some short-lived inflation this summer. Arthur says we have to see the 2017 Jobs Act made perman…
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A.I. is coming for every industry – including banking. Matt Britton, author of Generation A.I., discusses how artificial intelligence could do everything from personal banking to replacing money managers. “There’s not part of this ecosystem it won’t touch.” He also covers the risks of fraud that “can and will happen” as people use A.I. to assist sc…
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A.I. isn't just changing how people use search, but it's also changing how some litigators see Alphabet's (GOOGL) antitrust case. If the Big Tech giant is found to have a search monopoly, it will be forced to divest its Google Chrome browser. However, Diane King Hall talks about how A.I. programs like ChatGPT could overthrow that perspective. =====…
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Megan Brantley from Likefolio shares their consumer sentiment data on Lululemon (LULU), which reports earnings next Thursday. She notes that unique visits have fallen as niche and upstart brands like Rhone and Fabletics compete with LULU. Megan argues that they’ve “lost touch” with what their consumers want with failed product launches, and a lack …
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Joel Bines breaks down Costco (COST) earnings beat and rising comp sales. “It continues to outperform its peers,” he says, and its success is due to its “myopic focus” on customer experience for 30 years. “This is almost entirely an execution story,” he adds, and thinks it has a substantial moat as long as it keeps up its strategy. He also takes a …
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Tim Quast tells investors that understanding market structure is essential to trading success. He uses Nvidia (NVDA) volume trading to give his insight into understanding fundamentals. As Tim explains, options and futures tie into the picture too. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to …
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Mish Schneider’s picks include silver (/SI), e.l.f. Beauty (ELF), Ulta Beauty (ULTA), and Novo-Nordisk (NVO). She explains why she thinks the “vanity trade” is becoming a megatrend, noting that Michael Burry invested heavily in Estee Lauder (EL). For silver, she’s watching the gold/silver ratio reversing and notes its industrial uses. ======== Schw…
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Prosper Trading Academy's Charles Moon goes in-depth on three stocks that have experience volatile price action so far in 2025. He points out what investors should keep on an eye on when it comes to Affirm (AFRM), UnitedHealth (UNH), and First Solar (FSLR). Rick Ducat turns to the technical trends on today's Big 3. ======== Schwab Network ======== …
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The Einstein of Wall Street returns to the NYSE set and offers his latest market perspective. That includes Nvidia's (NVDA) earnings, which Peter Tuchman believes showed continuing strength despite tariff concerns cutting into its outlook. Tuchman also turns to a potential path ahead for the Trump administration. ======== Schwab Network ======== Em…
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Dr. Albert Bourla, CEO of Pfizer (PFE), joins Nicole Petallides on Morning Trade Live to discuss the latest results of his company's Braftovi drug trials. According to Dr. Bourla, results showed it can reduce risk of colorectal cancer deaths by 51%. He also offers an in-depth look into how Pfizer is advancing in other treatments and how its buildin…
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Matt Todd reacts to Costco (COST) earnings, emphasizing their “agile” strength in both supply chain and repricing. He hasn’t seen weakness in Costco despite consumer confidence wavering, though he says it could show up in the next few quarters. Alex Coffey offers an example options trade on COST and Target (TGT). ======== Schwab Network ======== Em…
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This earning season inches closer to the close, but there's still some big names investors will want to watch this week. Broadcom (AVGO) will offer another angle of the A.I. picture while Crowdstrike (CRWD) is expected to give more perspective into cybersecurity's strength. Lululemon (LULU) will become a key focus on retail and tariff impacts. Jenn…
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Francis Gannon looks for opportunities in small caps, arguing that a lot of the bad is already priced in. He argues people should increase their exposure to the sector now, and likes industrials, financials, and the “boring parts” of technology. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to th…
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How much is Google Chrome worth to Alphabet (GOOGL)? That's a question Kevin Green weighs when looking at Alphabet's valuation if the company is forced to divest its Chrome search browser. He talks about the other aspects of Alphabet's business that still make it an "undervalued" Big Tech company. Dan Deming turns to an example options trade for th…
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Thomas Martin reacts to the April PCE data. He highlights the growth in personal income, arguing this means consumers can spend as inflation calms down. He thinks companies have been “mitigating” the impact of tariffs up until now. He talks about what could come next for trade policy and uncertainty around the U.S. tax bill. ======== Schwab Network…
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Ulta Beauty (ULTA) continued strong industry trends by beating earnings and raising guidance. Dell Technologies (DELL) didn't have as strong a showing in its earnings despite demand for its A.I. systems staying intact. ZScaler (ZS) muscled a win for tech thanks to a strong move in its billings. Diane King Hall gives investors a closer look into the…
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Kevin Green offers a final look into the SPX for the month, which saw a massive recovery compared to April. He still has concern for the index moving forward, expecting "whipsaw" action if liquidity remains low. Kevin also notes bearish indicators in the RSI and MACD. As for volatility, Kevin points to "dynamic" moves in the VIX contributing to uni…
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Jenny Horne believes Marvell (MRVL) overall had a "pretty good report" that didn't completely wash away investor hesitation. She says the company's custom silicon business and offloading of its auto business are positives, though Jenny sees future expenses being an issue for investors. As for Costco (COST), the big box retailer traded lower after e…
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“Be thankful that the worst possible outcome is probably off the table,” Eric Kelley says on trade. “Don’t be fooled into thinking it’s all over.” he adds, “It could be a challenging year.” He says not to be “freaked out” be volatility in the summer, and gives a few places he sees opportunity. ======== Schwab Network ======== Empowering every inves…
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The Department of Justice is making the final push in its antitrust case against Alphabet (GOOGL). A ruling saying Alphabet is running a search monopoly could force the tech giant to divest its Google Chrome browser. Rick Ducat turns to the technicals in Alphabet's chart and offers a call butterfly example options trade. ======== Schwab Network ===…
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CFRA's Angelo Zino doubles down on Marvell (MRVL) even after investors wavered on potential headwinds. He believes the growing competitive environment and demand for custom silicon gives Marvell space to grow, even though Angelo says its growth recovery is "much slower" than expected. ======== Schwab Network ======== Empowering every investor and t…
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Joe Brusuelas reacts to developing trade tensions between the U.S. and China. President Trump made a Truth Social post accusing China of violating its agreement on tariffs. Joe talks about how tariff volatility will continue to weaken investor sentiment. In the bond market, he's watching the 30-year Treasury, arguing that equities will take a big h…
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Rachel Dashiell examines Costco (COST) after it reported better-than-expected earnings. She looks at how the stock has moved higher since a big drop after its March earnings and highlights the levels investors should watch moving forward. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Marke…
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Futures are mixed ahead of the Friday open as stocks are set for a winning week. While President Trump's tariffs are being litigated in the courts, Treasury Secretary Scott Bessent said that trade talks between the U.S. and China are 'stalled'. Kevin Green breaks down what this means for the last trading day of May, and why Marvell (MRVL) is fallin…
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Dell Technologies (DELL) saw A.I. demand help drive a 5% revenue gain and drive an increase in its backlog, Marvell (MRVL) shares are slumping despite an earnings beat, and Ulta Beauty (ULTA) rises after boosting its 2025 guidance. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minut…
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Markets closed higher Thursday amid a back-and-forth legal battle waging on the White House's tariff policy implementation. Meanwhile, Nvidia (NVDA) shares soared after positive investor reaction to its 1Q report. And, Boeing (BA) CEO Kelly Ortberg signaled a possible return to selling jets in China next month. Caroline Woods details today's top st…
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Dan Novaes discusses recent price activity in Bitcoin (/BTC) and its potential future gains. Despite the cryptocurrency's step back from all-time highs, Dan believes institutional money and government support will drive Bitcoin higher. He points to recent inflows of over $10.8B into the asset and adoption by major companies as key drivers. Later, D…
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Following Nvidia's (NVDA) earnings beat, Zeno Mercer says this report is just the beginning. With A.I. adoption accelerating globally, Mercer sees Nvidia's stock price potentially reaching new highs, especially if a deal with China can be reached. But, he adds Nvidia is not the only A.I. winner - adding Snowflake (SNOW) and TSMC (TSM) as other name…
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Stash Graham says investors are too focused on tariff headlines and not enough on the bond market, which is sending a more critical warning sign about the growing national debt and deficit. He remains bullish on banks and some cyclical industries, but also sees opportunities in niche areas of fixed income, such as short-duration investments with li…
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Aniket Ullal discusses the return of risk-on in markets. Aniket notes a clear inflection point on April 8th, the day President Trump announced a pause in reciprocal tariffs, sparking a 18% SPY rally and 40% Bitcoin surge. They explore whether risk-on has changed, citing steady Bitcoin and the impact of rising bond yields on rate-sensitive sectors l…
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Nate Peterson says in the face of ongoing tariff-induced volatility to "watch the closes" in the near-term, adding 5950 could be a possible consolidation area for the S&P 500 (SPX). In the bond market, Collin Martin believes the latest GDP reading was "pretty disappointing" which could have investors wondering whether or not the economy is as stron…
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GameStop's (GME) move to buy Bitcoin (/BTC) has some calling it a clever attempt to grab attention and create volatility in the stock. Tom Essaye thinks it's a "gimmick" that distracts from the company's larger issue - a declining core business. While he applauds GameStop's ingenuity, he believes they need a credible plan to create long-term value,…
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Musk closes the door on his role at DOGE. The Tesla (TSLA) CEO announced he will leave the Trump administration, a bull signal for many Tesla investors. Additionally, a Bloomberg article hinted at a robotaxi launch date for June 12th in Austin. Caroline Woods talks about the price action in Tesla following the headlines and weighs bulls against bea…
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Kevin Green says the SPX can pull back to its 20-day and 200-day SMAs. He points to multiple factors showing a possible pullback, from low liquidity to the 10YR-3MO treasury spread trending to the downside. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://sc…
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Melissa Otto says Nvidia's (NVDA) earnings came in "much better" than expected with trade restrictions in mind. About 13% of Nvidia's revenue comes from China, which Melissa says now hangs in the balance, though its Blackwell chips and Mega Cap demand will offer room for the A.I. giant to run. ======== Schwab Network ======== Empowering every inves…
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Marvell (MRVL) sold off more than 40% so far in 2025, but WIlliam Kerwin calls the company a "long-term winner" in the A.I. space. He tells investors to listen for commentary from the CEO that signals strong guidance. R. "Ray" Wang says Marvell is in "recovery" but can rebuild its stock price if data center revenue swells. Ray eventually hopes to s…
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Michelle Gibley breaks down the latest on the U.S.-China trade front, after a U.S. court blocks many of the Trump administration's reciprocal tariffs. Gibley notes that even if the tariffs are eventually lifted, the ongoing uncertainty will continue to weigh on trade negotiations and the economic outlook. Looking abroad, she highlights Europe as a …
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Ben Emons weighs in on the market reaction to the U.S. court blocking many of the Trump administration's tariffs. He believes the growth stock story, led by technology and semiconductors, still has legs, but notes that investors should consider diversifying their portfolios by adding cheaper sectors like financials. He also shares his thoughts on i…
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Market volatility has investors on high alert, but Tony Drake says it's time to separate signal from noise. With the Federal Reserve walking a tightrope between inflation and growth, Drake believes the key to success lies in being selective and focused on quality. He’s eyeing sectors like industrials and infrastructure. ======== Schwab Network ====…
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