Schwab Network

Jan 31 2025 2152 ep. 7 mins 13

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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 contrary to the local laws and regulations of that jurisdiction. ©2024 CSMPC. All rights reserved.

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Stock Market This Week: DeepSeek's A.I. Sell Off, AAPL & TSLA Earnings

Jan 31 2025 2 mins

What a week for markets. News of DeepSeek and potential tariffs ultimately sent most stocks to the downside to close the week. On DeepSeek, news of the Chinese A.I. platform's costs caused many technology stocks to sell off, including Nvidia's (NVDA) 17% slide on Monday. Four Mag 7 companies reported earnings to mixed results, with Apple (AAPL) closing lower and Tesla (TSLA

CXV, XOM: Headwinds Facing Energy Stocks

Jan 31 2025 7 mins

"Exxon's biggest headwind is macro," says Stewart Glickman. He and Kenny Zhu break down today's oil earnings, highlighting Chevron (CVX) and Exxon (XOM). They later go over the best positioned oil stocks and what's next for oil under the new administration. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to

Overlooked Stock: CLS

Jan 31 2025 6 mins

Celestica (CLS) got an upgrade from CIBC following stronger-than-expected 4Q results. George Tsilis notes that the company is trading at a discount compared to its growth rate. He looks into how the company compares to its peers. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetw

Powell’s ‘Biggest Tell’ on Where Rates are Going

Jan 31 2025 5 mins

Jeanette Garretty says the Fed was “very confident” after their decision to pause rate cuts this week. She says Powell’s “biggest tell” is his repeated mention that Fed policy is still restrictive and thinks they will cut again when they can. She discusses the potential economic impacts of the proposed tariffs. ======== Schwab Network ======== Empowering every investor a

Rotation Inside SPX & Impact of Potential Trump 2025 Tariffs

Jan 31 2025 6 mins

Market weakness near the end of the trading week followed announcements of potential tariffs set to take place this weekend. Charles Schwab's Michelle Gibley doesn't expect those tariffs to take full effect, labeling them as a "negotiating tool" by President Trump. On the market, Joe Mazzola believes there's a rotation happening inside the SPX into sectors tha

‘Really Optimistic’ on Bitcoin, Trading Gold vs Currencies

Jan 31 2025 7 mins

Phil Streible reviews the week that was in the commodity markets. He discusses the potential impact of tariffs on oil prices, though it is uncertain whether Trump will impose sanctions on the product. He says gold prices “look really good” and likes shorting a currency like the euro while being long gold. He’s “really optimistic” on bitcoin. ======== Schwab Network =====

Tariffs Ignite Selling Pressure, Market Breadth Holds Strength

Jan 31 2025 5 mins

Volatility is back in focus after President Trump announced tariffs against Mexico, Canada and China that take effect this weekend. Kevin Green notes technicals still show signs of strength, particularly in market breadth. However, lower volume today and ecodata next week could show early signs of bearish movement. ======== Schwab Network ======== Empowering every investor and tra

Measuring Mag 7 Earnings: AAPL, META & MSFT

Jan 31 2025 9 mins

Lisa Schreiber says A.I. remains in focus after seeing this week's slate of Big Tech earnings. She believes Apple (AAPL) can materialize robust growth through Apple Intelligence. Meta Platforms (META) is a company Lisa expects to grow as DeepSeek shows potential for cutting costs in A.I., and sees Microsoft (MSFT) as another beneficiary despite earnings disappointment. She late

Martin’s Picks: SPOT, RCL, FRPT, APP

Jan 31 2025 8 mins

Thomas Martin gives his take on the DeepSeek-related sell-off. He says he is still overweight in Nvidia (NVDA) and the chip stocks, expecting more spending through the year. He expects bulls to continue to win. Other picks include Spotify (SPOT), Royal Caribbean (RCL), Freshpet (FRPT) and Applovin (APP). ======== Schwab Network ======== Empowering every investor and trader, every

Big Tech's Big Week: DeepSeek, NVDA, TSLA & A.I. Efficiency

Jan 31 2025 9 mins

Wedbush's Michael Pachter sums up a gargantuan week with "innovation is good for everyone." He notes DeepSeek creates question marks around Nvidia's (NVDA) future but insists the developments help the A.I. industry overall. He still calls Nvidia a key winner for 2025 with Blackwell on the horizon, and notes Palantir (PLTR), Microsoft (MSFT) and Amazon (AMZN) as ot