Schwab Network
14,033 episodes — Page 199 of 281
Consumer Sentiment Driven by Tariffs, Labor, AI Concerns, and Healthcare
Tsvetta Kaleynska and Mark Hamrick cover consumer sentiment. Tsvetta, who analyzes what consumers say online, compares the types of positive talk she’s seeing, like vacations, against the negative posts around topics like expenses. Mark compares the latest Consumer Sentiment report to other economic data we’ve seen this week to create a bigger picture. Tsvetta notes that healthcare is a major concern of consumers, with a significant portion of posts she analyzed discussing the topic.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
U.S. Consumers Want to Buy Cars Despite Interest Rates, Trade Volatility
Rebecca Lindland says that an Allison Worldwide survey shows the share of people who want to buy a car this year has risen to 20%, a mark of consumer confidence even during trade volatility. 71% of those surveyed said they were likely to buy an American vehicle, and 9% think vehicle prices will go up. She talks about trends in consumers choosing electric vehicles, saying “people don’t have confidence yet in the infrastructure.”======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
The Big 3: AMZN, GOOGL, VOYG
Prosper Trading Academy's Charles Moon says Amazon (AMZN) is starting to show "signs of life" in its price action, as long as pending tariff headlines trend positive. He expects Alphabet (GOOGL) rallying if it can hold its 200-day SMA. On Voyager (VOYG), Charles sees $51 as the key resistance level for the recent IPO. Charles Schwab's Ben Watson gives investors a closer look at the stocks through the charts.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Vermeulen: FOMO Drives SPX Rally, Long-Term Bear Case & Tech "Wild Card"
Chris Vermeulen of The Technical Traders offers a wide perspective on the markets. He talks about the FOMO-driven rally led primarily by tech, which he perceives being a "wild card" moving forward. While Chris sees short-term bull trends holding, he expects bears to re-enter markets and send levels near April lows. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
AMZN Upgrade Signals AWS & Ecommerce Demand, Tariff Uncertainty Lingers
BNP Paribas upgraded Amazon (AMZN) and upped its price target for the Mag 7 giant. Jeff Pierce notes Amazon remains off its all-time high as the SPX hit its own milestone Friday. He sees the company's AWS cloud and ecommerce powerhouse benefitting it long-term, as long as tariffs don't hinder growth. Dan Deming later offers an example options trade for Amazon. ======== 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 Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
CRWD, PANW & ZS Growth Show Cybersecurity is Here to Stay
"Cybersecurity is going to continue to grow," says Alex Hamerstone. Companies like CrowdStrike (CRWD), Palo Alto Networks (PANW), and ZScaler (ZS) have seen tremendous growth over the last year, a trend Alex says will continue with larger companies looking to boost online security. However, he also notes downside risk these companies could face long-term. Tom White later joins to offer example options trades for CrowdStrike and Palo Alto Networks.======== 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 Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
TSLA Creates UBER & LYFT Bear Case, Baird Downgrades Banks, EL "Lipstick Indicator"
JPMorgan Chase (JPM) and Bank of America (BAC) have recently outperformed the SPX, but Baird downgraded both stocks as the macro environment shifts. Canaccord downgraded and cut price targets on Uber Technologies (UBER) and Lyft Inc. (LYFT) as Tesla (TSLA) ramps up its showing in autonomous driving. However, Estée Lauder (EL) got an upgrade with a "lipstick indicator" pointing to bullish momentum. Diane King Hall talks about what's behind today's morning movers.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
SPX Hits All-Time High, Markets "Screaming Risk On"
After more than four months, the SPX tapped a new all-time high at the start of today's trading session. Alex Coffey talks about how Mag 7 names like Nvidia (NVDA) and Microsoft (MSFT) led the charge and how they can continue to do so. He also notes gold's biggest sell-off it has seen in some time, something Alex believes leads to a "screaming risk on" environment.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
NKE Leaps Off Earnings Beat Despite Tariffs, GOOGL Upgrade on A.I. Bull Case
Reaction to Nike's (NKE) earnings were mixed after the company posted its earnings beat, but as Jenny Horne explains, the stock rallied in the premarket. She talks about how bottomed expectations for Nike helped it rally even though company leadership warned of tariff impacts. Alphabet (GOOGL) gained bullish momentum after Citizens JMP upgraded the stock to outperform from market perform. Jenny says A.I. expectations drove the optimism.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
Core PCE Ticks Higher, U.S. & China Trade Framework Reached
The latest core PCE price index showed a 2.7% increase, higher than Wall Street estimates. Kevin Hincks says investors aren't reacting too harshly to the numbers as members of the Fed target a potential interest rate cut in September. He notes the trade deal framework between the U.S. and China acting as a bullish buffer to that print.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
Crypto Corner: Stablecoins Surge, Crypto-backed Mortgages?
Jenny Horne and Adam Lynch dive into a busy week for the digital asset space. Stablecoin-related stocks Circle (CRCL) and Coinbase (COIN) continue to rally on increased adoption interest in the blockchain token-based payment system. Fiserv (FI) and Mastercard (MA) announced a partnership to explore stablecoin adoption. And, the duo discuss the Trump administration's interest in approving cryptocurrency as an asset for single-family loans. VIRTUAL CURRENCY-RELATED INVESTING INVOLVES A HIGH DEGREE OF RISK AND MAY NOT BE SUITABLE FOR ALL INVESTORS. INVESTORS MUST HAVE THE FINANCIAL ABILITY, SOPHISTICATION,EXPERIENCE AND WILLINGNESS TO BEAR THE RISKS OF AN INVESTMENT, AND A POTENTIAL TOTAL LOSS OF THEIR INVESTMENT.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Options Corner: UBER's "Unclear" Future
Uber (UBER) shares notched a new all-time high this week, but Friday's downgrade from Canaccord takes the ride-hailing company to a hold rating down from a buy. The analyst cut its price target to $84 from $90 as it say the company's outcome "is truly unclear" as autonomous vehicles continue entering the market. Rick Ducat examines the chart, Tom White compiles an example options trade with a bearish tilt.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Disinflation or Stagflation? 3 Things Mish Schneider is Watching to Find Out
Consumer Spending and Incomes going down was a standout in the latest PCE data, says Mish Schneider. The slight uptick in core inflation to 2.7% was more than expected, but "not a huge surprise" to her. She posits the question: is the U.S. economy showing signs of disinflation or stagflation? Mish says there are 3 major factors where we go from here: oil prices, Fed Policy and the "Big, Beautiful Bill." In terms of positioning, she likes Silver, "Made in the USA" companies, E.V. and Solar companies. Later, she makes the case for staying in Rivian (RIVN) and Tesla (TSLA).======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Cybersecurity Adapting & Adopting A.I. Tech
Nathaniel Bradley joins Diane King Hall to chat about cybersecurity stocks Palo Alto Networks (PANW), CrowdStrike (CRWD) and how these companies adapt to A.I. technology. Later, he discusses Zscaler (ZS) calling it a "value play" in the space expecting "upside potential" for investors looking to add in the cybersecurity space. Nathaniel stresses the significance of owning cybersecurity tools, as they are "insurance policies" for the future.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Stock Market Morning Minute: SPX Near All-Time High, NKE, UBER
Equity futures are on the move as U.S. and China trade representatives confirm details of a trade deal. Nike (NKE) reveals a $1B tariff cost hit in its latest quarterly earnings report. And, Uber (UBER) gets a downgrade after shares reach a new all-time high.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Chart of the Day: META Making Moves
Meta Platforms (META) has reportedly hired away several OpenAI employees to help kickstart its "Superintelligence" division under Mark Zuckerberg. Rachel Dashiell joins the show to discuss the technical setup for META, as shares have "bullish evidence stacking up" as it hovers below all-time highs. On a long-term support, she sees $705 as a level to watch on any pullback but Rachel says "don't fight the tape" as META ticks upward.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
"Perfect Time" for Protection, Big Trading Day Ahead
Morning Movers kicks off the day with Scott Bauer (@prospertradingacademy) and his thoughts on markets inching towards all-time highs, the Russell 2000 reconstitution and PCE data. All combined, he thinks it will be a "big trading day" and makes the case that it is a "perfect time" for buying upside VIX calls, with volatility still "too cheap" in his opinion. Scott discusses the ripple effects of U.S. and China confirming details of a trade deal. Later, he doesn't think May PCE data will push the Fed to do anything in July, but he does say if there's an uptick in inflation data it could give Powell and Fed members more pause.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Stock Market Today: MU Pushes Chips High, PLTR Nuclear Deal, CRWV Eyes CORZ
The NDX tapped yet another new all-time high while the SPX came just points away from hitting its own new milestone. Chip stocks like Nvidia (NVDA) and Broadcom (AVGO) continued their rallies off Micron's (MU) latest earnings even though Micron itself fell on the session. Palantir (PLTR) also gained off a new deal with The Nuclear Company, while Core Scientific (CORZ) soared off reports that CoreWeave (CRWV) is seeking to acquire it. Marley Kayden breaks down the biggest stories of the session.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
MU Under the Microscope: What to Watch for in Micron's Outlook
Wedbush's Matthew Bryson dives deeper into Micron's (MU) earnings report after markets took time to digest the numbers. He lists the high-bandwidth memory GPU revenue as the company's most important metric with potential to shake up future reports. Matthew makes the argument that the earnings many investors saw as "strong" showed signs of weakness.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
AVAV Flies High on Tailwinds, NKE Stumbles on Earnings
Aerovironment (AVAV) soared after the FAA Acting Commissioner said the agency is working to safely integrate drones it and its peers create. As George Tsilis adds, geopolitical tensions and strong earnings backed the stock's rally. He also turns to breaking news on Nike's earnings report, which showed a beat but revenue that slipped year-over-year.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Jobless Claims Show Continued Weakness, FOMC Could Accelerate Rate Cuts
Continuing jobless claims showed another uptick, and Charles Schwab's Cooper Howard believes the FOMC should see it as a yellow flag. He notes possibility of an adjustment to the rate cutting cycle if that weakness continues. In treasuries, Cooper explains why the municipal bonds remain attractive to investors and other corners of the market you should watch.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
SHEL/BP Merger Rumors: What Would a Deal Mean?
The energy market is alight with rumors about a gigantic merger between Shell (SHEL) and BP (BP). Shell has denied that talks are happening. Rob Thummel covers the buzz and says that both companies are trading at “steep discounts” to historical levels right now. He discusses what would happen within the energy market should a deal go through but says “it would take a while” to get past regulators. He thinks Shell could buy part of BP instead of trying to take over the entire company.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
SPX Resistance Near All-Time High, VVIX to VIX Signals Possible Pullback
The SPX couldn't breakout to new highs, as Kevin Green points to strong resistance around the milestone level. He still believes technicals remain "pretty decent" across the board, also noting a downtick in puts compared to calls. However, Kevin also urges investors to keep the VVIX to VIX ratio in mind, which shows weakness in the bull run.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Hubbard: 2X as Expensive to Own a Home as to Rent Now
Katie Hubbard says disparity between buyers and sellers in the housing market is the highest in 12 years: “There’s just not buyers.” She sees an average of 7% discounts on new houses, and larger homebuilders are buying down mortgage rates to as low as the 3%s. “It’s really an affordability issue…it’s twice as expensive to own a home as it is to rent.” She also notes how homebuilders are changing their building trends, focusing on walkability and catering to an older consumer.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Beta Winds Changing: Stock-Picking Back in Style?
Travis Prentice calls the “beta rally from the lows” historic, but thinks its influence is starting to subside. He thinks styles and stock picking will start to matter more again to find strong performance. He thinks that AI is staying strong as innovation continues, moving from LLMs to robots and inference tasks, plus a continuing recovery from the Deepseek plunge. In general, he thinks the underlying fundamentals of the market are strong.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
NVDA, IPOs & Mergers Usher Bull Run, Tariffs & Tax Roadblocks Ahead
Jay Woods takes a closer look at the massive rebound markets experienced, from the April lows, to the rebound pushing indices back near all-time highs. He credits Nvidia (NVDA) for reclaiming its leadership position in tech, along with financials like JPMorgan Chase (JPM) and Goldman Sachs (GS) offering support. Jay adds that IPOs like CoreWeave (CRWV) and Circle (CRCL) added muscle to the rally. Some headwinds Jay warns against: tariff deadlines and uncertainty around the "Big, Beautiful Bill" in Washington.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Investing in Robotics with HUMN: Roundhill Seeks to Capture "Next Wave of A.I."
Dave Mazza with Roundhill Investments talks about his firm's Humanoid Robotics ETF (HUMN). As he explains, "science fiction is becoming a lot closer to reality than people realize," and believes now is the time to invest in evolving technology. Companies included in the ETF include Tesla (TSLA), Hyundai, and Xpeng Inc. (XPEV) among other companies.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Inventory, Discounting, Guidance – What to Watch in Nike’s Earnings
Diya Iyer expects Nike (NKE) to report a sales decline this quarter as it attempts a “transformation,” and is watching the full year guidance. Spencer Hakimian focuses on inventory numbers, “especially with all the uncertainty around tariffs,” and “do they need to start marking down stuff.” Diya notes that the industry is raising prices because of tariffs, and performance in the second half will depend on each company’s execution. Spencer argues that if the labor market gets tight, the first thing consumers will cut out is new brand-name shoes.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
The Bullish Case for NVDA, GOOGL & the Bear Case for AAPL
A string of recent economic data has encouraged investors, argues Ted Thatcher, pushing markets towards new all-time highs. He thinks this has cut through a lot of the volatility and geopolitical uncertainty. He makes a bullish case for Nvidia (NVDA) and Alphabet (GOOGL), calling the latter a “value buy” vs the rest of the Mag 7. On the other hand, he thinks Apple (AAPL) has “lost its way” – he’s especially tough on Siri capabilities vs AI rivals.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Kodali: Tariffs Aren’t Even Nike’s (NKE) Biggest Issue
Sucharita Kodali preview Nike (NKE) earnings and discusses the “ankle biters” that are chomping away at their market share on all sides, from shoes to apparel. “I don’t even know if tariffs are the main challenge here.” Giving up shelf space at retailers to focus on its internet business appears to have really hurt the company. However, Sucharita thinks it can have a “successful turnaround” – though it might not last long.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
PLTR Nuclear Partnership Offers Company More Power in A.I. Race
Once again, Palantir (PLTR) tapped a new all-time high after penning a new deal with The Nuclear Company. As Marley Kayden explains, they will create an A.I.-driven software system for nuclear construction in order to build plants faster and safer. It's the latest in a slew of deals Palantir has made, which Marley says strengthens its footing in A.I.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Ca$htag$: Is Nike (NKE) Turning Around?
Likefolio’s Megan Brantley shares consumer sentiment data on Nike (NKE) ahead of its earnings report. She thinks Nike continues to lose market share to On Holding (ONON), Hoka, Adidas and others – a mix of established players and upstarts. However, she says they still have the largest piece of the pie. The bar is low for their quarterly numbers, but Megan “just hasn’t seen” signs of a turnaround yet.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
‘Goldilocks’ Jobs Market Could ‘Fall Off a Cliff’
PJ Tabit and Tony Zipparro cover the latest Jobless Claims report. PJ describes it as “mixed,” but says the good news is there hasn’t been a surge in unemployment. Tony notes “a lot of negative revisions down” but thinks the job market is falling into a “Goldilocks scenario” that could “fall off a cliff in a month or two.” They talk about their expectations for the Employment numbers next week.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Shimada: ‘The Backbone of AI Comes From Emerging Markets’
Alison Shimada says conditions look “quite good” for emerging markets after underperforming for 13 years. “The local economies are operating quite well,” and AI is driving growth across the sector, she argues. “The backbone of AI comes from emerging markets,” she says, like South Korea’s Samsung and SK Hynix.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
The Big 3: NXT, ANET, SYK
Today's trading action added confidence to Dan Deming's perception on the markets, noting widening market breadth as a healthy sign for price action. On individual stocks, he sees growth opportunities in Nextracker (NXT) amid volatility, Arista Networks (ANET) gaining momentum as the stock remains off highs, and Stryker (SYK) holding strength in healthcare tech. Dan offers example options trades for all three stocks while Rick Ducat breaks down the bearish and bullish signals he found in the charts.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Ives: Tech Boom Here to Stay, NVDA's New Growth Story "Has Just Begun"
"The reality is, this is a tech bull market," says Wedbush's Dan Ives, projecting a 15% rally across the tech sector this year. He believes Nvidia (NVDA), Microsoft (MSFT), and Meta Platforms (META) will continue to dominate the Big Tech trade despite pricier valuations. As Dan argues, investors need to "look out three, four, five years" to future tech these companies will create. The giant he says will be at the center of it all: Nvidia (NVDA).======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Rewey: Rotation into Small and Mid Caps in 2H25
Chip Rewey thinks the market “needs” the “imperfect” ‘Big Beautiful Bill’ to pass. Looking at defense and Boeing (BA), he notes that it is still struggling to meet demand despite its accident record. He also thinks there is opportunity in the financials sector and in semiconductors. For the back half of the year, he expects a healthy economy and a continued rotation into small and mid caps.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
META's A.I. Revenue Potential Boosts Bullish Optimism from Analysts
Meta Platforms (META) continues to ride on bullish optimism, this time from UBS. The firm upped its price target to $812 from $683 on expectations Meta can deliver long-term A.I. revenue opportunity. George Tsilis talks about how the company's first quarter earnings set those expectations and what he expects from Meta ahead. Joe Tigay later joins and offers investors a "poor man's covered call" example options trade for Meta.======== 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 Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Expectations 'Really Low' for NKE Earnings, Offers Slam Dunk Potential
Nike (NKE) seeks a rebound in its after-hour earnings, and Zach Warring sees the company muscling a beat. He believes the stock can get back to $80 with "negativity priced in" ahead of the report. Zach notes rising competition in companies like ON Holding (ONON) but believes Nike will continue to draw in consumers. Tom White offers a bearish and bullish example options trade for Nike. ======== 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 Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
TSLA Price Targets Hike, TTD Downgrade, MKC Beats
From tech to consumer staples, Diane King Hall talks about the stock movers driving the start of the trading day. On Tesla (TSLA), she notes Benchmark upping its price target on expectations of improving macro conditions. The same can't be said for the Trade Desk (TTD), which got a downgrade from Wells Fargo. Diane later talks about the rally in McCormick & Co. (MKC) following its earnings beat and reaffirmed guidance.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
VIX Treads Lower on SPX Path to All-Time High
Volatility continues to slide lower and the SPX signals a green session that could lead to all-time highs for the index. Kevin Green talks about the technicals investors should watch in today's trading action, which includes a lower VIX that opens the door for hedging activity. He later turns to copper's rally kicking off the session.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Bakosova on Making the ‘Biggest Bets’ When Market is ‘Most Irrational’
Petra Bakosova celebrates 10 years of Hull Tactical and gives her perspective on the market. She thinks that there are a lot of conflicting signals in the market, with jobless claims and GDP implying different directions for the economy. “Our core belief is that it’s really important to be invested in the S&P 500,” she says, which then skews heavily towards the Mag 7. She makes the “biggest bets” when the market is “most irrational.” She describes Hull’s other holdings and how they target exposure across assets.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
MU Recovery Shows Steady A.I. Demand, AAPL Price Target Cut
Jenny Horne turned to the A.I. trade ahead of the opening bell. The big winner: Micron (MU), which posted strong earnings and guidance that shows ample DRAM and A.I. chip demand. Jenny talks about what the company's print signals for other chipmakers, including Nvidia (NVDA). Meanwhile, Apple (AAPL) got a price target cut from JPMorgan despite the firm's confidence of "robust" near-term demand.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Market "Euphoria:" All-Time Highs in Sight, FOMC Signals Rate Cuts
The NDX hit a new all-time high Tuesday, and now Kevin Hincks is watching the SPX to see if the benchmark index reaches the same feat. However, valuations getting pricey and stocks coming off a massive rally pose a challenge. On the Fed, Kevin talks about the signs speakers have given that point to future interest rate cuts and offers insight to the latest jobs and inflation data.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Options Corner: AAPL's Neutral Stance
JPMorgan cut its price target on Apple (AAPL) to $230 from $240 and moderated its demand forecasts for the iPhone 17 series. Rick Ducat points to current technical patterns forming on Apple's chart and focuses on resistance, support and peak trading volume areas for the iPhone maker. Later, Tom White composes an example options trade using a neutral iron butterfly strategy.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Swartz: Expectations Low for NKE Earnings This Quarter, Guidance More Important
David Swartz says this will probably be a very difficult quarter for Nike (NKE) as the company looks to turn things around under a new CEO. He says "we haven't really heard anything yet" about tariffs impacting Nike's business, but does say most of its production comes from Southeast Asia. David believes the biggest issues aren't tariffs, but instead its relationships with wholesale partners and revamping its DTC business.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Spring Home Buying Season a "Bust"
Jenna Stauffer (@JennaStaufferkeywest) examines the real estate reality facing many homebuyers right now: elevated mortgage rates, higher insurance, higher taxes and weakened consumer confidence. She says a lot of buyers are "moving forward with caution" and "taking their time" before making any moves. She says high home prices are actually helping bring unsold inventory up, which could put pressure on prices. Jenna says buyers have an opportunity now to negotiate with sellers, something that hasn't existed in years.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Chart of the Day: TTD Downgrade
The Trade Desk (TTD) starts the day with a downgrade. Wells Fargo cut the stock to an equal weight rating with a price target of $68 down from $74. Kevin Horner says the daily chart has not looked great so far in 2025, but indicates the $56 level has been a big area of short run support. Kevin then brings in a much longer timeframe, looking at the $41 level of support on a 10-year chart. He says the TTD long-term picture is forming a bearish flag formation.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Trump's Considering Powell Replacements, Equities Edge Higher
Kevin Green says economic data this week could give bulls further fuel to run higher. He points out the PCE data on Friday being a potential catalyst for the S&P 500 (SPX) to make new all-time highs, but highlight that S&P 500 futures are already hitting highs. Later, he discusses the reports that President Trump is considering replacement picks for Jerome Powell. KG underlines a point he made earlier this week about Nvidia (NVDA) being a key component to pulling the broader markets to new milestones, but cautions investors to consider headwinds facing the A.I. chipmaker. For the day's trading range, he's watching 6130 to the upside and 6055 to the downside as a first zone of support.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about
Stock Market Morning Minute: MU, NVDA, MKC
Micron (MU) shares are on the move after a top & bottom-line earnings beat. Meanwhile, Nvidia (NVDA) notches another new all-time high. And, McCormick (MKC) jumps after better-than-expected earnings. Diane King Hall runs through Thursday's early market movers.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about