Podcasts about spx

SUMMARY DEL SHOW Futuros mixtos con NASDAQ y $SPX recuperando terreno tras dos sesiones de ventas agresivas en tecnología, con todos los ojos en el reporte de $MU después del cierre como termómetro de la demanda de memoria ligada a IA. Los interconectores ópticos emergen como el próximo cuello de botella crítico en la cadena de suministro de data centers de IA, con $CRDO y $MXL reportando aceleración en demanda pero también restricciones de suministro. $CBRS cae 10.5% en afterhours pese a crecer 94% en ingresos, castigada por compresión de márgenes, mientras $FDX decepciona con un outlook por debajo del consenso pese a superar estimados.

Charles Schwab's Rachel Dashiell breaks down the S&P 500 (SPX), pointing to its resilience near the 20-day moving average and improving market breadth. She also highlights DoorDash (DASH) as a bullish momentum play after retesting yearly lows, and American Express (AXP) as a technical breakout candidate following a completed double-bottom reversal and stronger relative strength in financials.======== 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

On this episode of The Derivative, Jeff Malec continues Chicago Month with a deep dive into the past, present, and future of derivatives and volatility at Cboe with two of its stars. First up, Cboe Global Head of Derivatives Rob Hocking traces Chicago's rise as the world's derivatives hub, from the Board of Trade's agricultural hedging roots to SPX and VIX becoming the center of global risk transfer. Rob walks through life in the OEX and SPX pits, the culture of open outcry, the evolution from Hull and DRW to “the dark side” at the exchange, and how today's liquidity, zero‑DTE flows, and concentrated market‑making still hold up under stress. He and Jeff dig into whether the derivative can ever outgrow the underlying, why S&P 500 remains the benchmark despite megacap concentration and global basis risk, and how Cboe balances the floor's high‑touch block business with a mostly electronic market.Then Mandy Xu, Head of Derivatives Market Intelligence at Cboe, joins to break down the current volatility regime. She explains what VIX really measures (and why “fear gauge” is often wrong), how Cboe decomposes VIX into bullish vs bearish positioning, and why today's record call‑chasing and low skew feel uncomfortably close to meme‑stock and late‑'90s territory. Mandy covers the rise of zero‑DTE, option‑income and buffered ETFs, the breakdown of stock–bond correlation, the AI‑driven dispersion trade, and whether vol selling is truly “artificially” suppressing risk. The trio also find time for some Chicago vs New York banter—pizza, skylines, seasons, and sports—and a look at what's next from Cboe, from binaries on XSP to trading KPI‑style “valuation chain” products tied to names like Tesla and Cboe itself.00:00-01:43=Intro01:44–05:36 = From Corn Contracts to Options Hub05:37–20:42 = Pit Sheets to $5 Trillion a Day: Inside the S&P Options Machine20:43–30:29 = Game Within the Game30:30–35:36 = Big Blocks, Complex Trades, and the Future Beyond VIX38:07-42:15 =  Pork Chops at Soldier Field42:16–51:09 = Retail Flows and the New Vol Regime51:10–1:02:57 = Is VIX Still the Fear Gauge? What's Really Driving Risk1:02:58-1:07:18 =  AI Winners, Dispersion, and the 60/40 Shift1:07:19-1:13:16 =  Building Better Hedges1:13:16-1:17:34 =  Chicago vs. New York: Pizza, Seasons, Sports, & Final WhistleFrom the Episode:How Futures saved Stocks RCM VIX WhitepaperBlog Post - VIXmaggaeddon Follow along with Rob Hocking, Mandy Xu, and the Cboe on LinkedIn and be sure to visit cboe.com for more information!Don't forget to subscribe to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Derivative⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, follow us on Twitter at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@rcmAlts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠sign-up for our blog digest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.rcmalternatives.com/disclaimer⁠⁠⁠⁠

Walker Williams discusses rising market uncertainty, pointing to the Fed's difficult position as inflation and geopolitical tensions could push policy more hawkish. He highlights growing concentration risk in the AI trade, noting its outsized weight in the S&P 500 (SPX) and MSCI Emerging Markets Index, including Samsung and TSMC (TSM). Williams also questions whether AI-driven earnings can keep pace with massive capital expenditures.======== 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

SUMMARY DEL SHOW Futuros mixtos después del rally del lunes. $DOW intenta sostenerse positivo, $SPX casi flat y NASDAQ ligeramente bajo, mientras el mercado espera detalles del acuerdo EE. UU. Irán. La Fed inicia su reunión de dos días. El mercado espera tasas sin cambios, pero estará pendiente al tono de Kevin Warsh con inflación todavía elevada. $SPCX compra Anysphere por $60 Billones, $QCOM trabaja en más de 40 diseños de dispositivos AI y $BABA lanza Qwen Robot Suite para competir en physical AI.

Ben Watson with Charles Schwab breaks down the S&P 500's (SPX) push above 7,500 with sights on 7,700, alongside falling oil prices weighing on Exxon Mobil (XOM) and signaling potential downside. He highlights strength in travel stocks like Boeing (BA), which he sees holding bullish technicals and a strong backlog.

SUMMARY DEL SHOW Futuros fuertes al alza con el NASDAQ liderando, seguido por $SPX y $DOW, tras un acuerdo preliminar de paz entre EE. UU. e Irán que apunta a reabrir el Estrecho de Hormuz. Crudo cae, rendimientos retroceden y el mercado ahora mira a la Fed, evaluando si menos presión energética puede abrir espacio para un tono menos agresivo. Minerales críticos vuelven al centro por la propuesta de Trump. $FOX acuerda comprar $ROKU por cerca de $22 Billones. $JNJ reporta datos fuertes para Talvey en mieloma múltiple.

In this episode, Eric continues the Automated Strategy Pipeline series by tackling one of the most misunderstood topics in trading: win rate.Many traders evaluate a strategy based on a single number: the percentage of winning trades. But a high win rate alone doesn't tell you whether a strategy is profitable, scalable, or even worth trading.Using real examples from his own SPX trading portfolio, Eric explains why win rate, average win, average loss, expectancy, and risk reward all work together to determine a strategy's long-term performance.Topics discussed include:• Why win rate by itself can be misleading• The relationship between win rate, average win, and average loss• Why a 30% win rate strategy can still have positive expectancy• The differences between credit spreads and debit spreads• How combining strategies with different risk/reward profiles may smooth portfolio returns• The role of trade frequency in systematic trading• Why automation makes it easier to consistently execute multiple strategies• How Alpha Crunching's new EOD Put Debit Spread complements the existing TSE 0DTE Credit Spread strategyEric also discusses how he is building a portfolio of automated SPX strategies designed to work together rather than relying on a single edge or market environment.Alpha Crunching:https://www.alphacrunching.com

On this episode of The Option Block, Mark Longo is joined by "Uncle" Mike Tosaw (St. Charles Wealth Management) and Henry "The Flowmaster" Schwartz (Cboe) for a lively discussion covering the biggest stories driving the options world. This episode dives into: Why SPCX could rock the options market The enormous anticipation surrounding the SpaceX listing and its upcoming options launch Whether selling volatility after hot IPOs is actually a winning strategy Massive SPX intraday swings and what they mean in historical context VIX hovering above 20 and what elevated volatility means for traders Record-breaking options volume across SPY, SPX and QQQ Oracle's post-earnings collapse and continued AI spending concerns Big moves in Apple, Nvidia, Intel and Micron Unusual options activity in UNIT and LifeZone Metals Cboe's upcoming XSP binary options launch Plus plenty of classic Option Block banter, market insights and listener questions.

SUMMARY DEL SHOW Rebote amplio tras el anuncio de Washington de que “completó” sus ataques en Irán. NASDAQ lidera, seguido por $SPX y $DOW, con yields bajando un poco en modo alivio. Hoy manda macro. PPI esperado en 0.7% m/m y 6.4% a/a, más jobless claims, en un tape que sigue sensible a energía y titulares. $ORCL se desploma por un plan de CapEx agresivo hacia 2027, el sector espacial se recalienta rumbo al debut de $SPCX, $WMT y Wing escalan entregas por dron, y $BABA con $JD sienten presión regulatoria por el 618.

On this episode of The Option Block, Mark Longo is joined by "Uncle" Mike Tosaw (St. Charles Wealth Management) and Henry "The Flowmaster" Schwartz (Cboe) for a lively discussion covering the biggest stories driving the options world. This episode dives into: Why SPCX could rock the options market The enormous anticipation surrounding the SpaceX listing and its upcoming options launch Whether selling volatility after hot IPOs is actually a winning strategy Massive SPX intraday swings and what they mean in historical context VIX hovering above 20 and what elevated volatility means for traders Record-breaking options volume across SPY, SPX and QQQ Oracle's post-earnings collapse and continued AI spending concerns Big moves in Apple, Nvidia, Intel and Micron Unusual options activity in UNIT and LifeZone Metals Cboe's upcoming XSP binary options launch Plus plenty of classic Option Block banter, market insights and listener questions.

Oracle (ORCL) announced record fourth quarter earnings beating analysts' predictions. TSMC (TSM) fell today although the company's revenue was up, and Super Micro (SMCI) took a massive tumble coming in as the S&P 500's (SPX) worst performer.======== 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

Charles Schwab's Kevin Horner says the S&P 500's (SPX) recent 5% pullback is within normal expectations from a technical perspective. He highlights Bank of America (BAC) as a relative strength standout and points to Mondelez International (MDLZ) for its consistent pattern setup and short-term upside potential. Horner cautions that resistance levels remain key for traders navigating the current market.======== 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

Jacob Sonenshine breaks down how Oracle's (ORCL) $50 billion CapEx plan, including AI chips and data centers, supports infrastructure stocks. He notes limited expectations for spending cuts and warns that share issuance from Alphabet (GOOGL), Super Micro (SMCI), and Meta Platforms (META) weighs on sentiment. He advises waiting for downside momentum to slow before entering names like Microsoft (MSFT) or the broader S&P 500 (SPX).======== 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

Jay Woods believes markets will see some pain as the tech sector pulls back and brings the S&P 500 (SPX) and Nasdaq 100 (NDX) with it. That said, he sees pockets of strength across the indices but they aren't getting headlines because tech weighs so heavily on markets. On the larger economic picture, Jay says Kevin Warsh "has his work cut out for him" with inflation at its highest level in recent 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 – 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

Charles Schwab's Ben Watson analyzes the market's technical setup, focusing on a key S&P 500 (SPX) support level that could determine the next move. He also spotlights UnitedHealth (UNH) as a defensive shift away from tech and calls out Old Dominion (ODFL) as a standout in freight with a $262 target.======== 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

SUMMARY DEL SHOW Futuros mixtos. NASDAQ lidera el rebote tras el selloff en tech, SPX recupera terreno y DOW está levemente abajo. El mercado repricea una Fed más restrictiva si la energía mantiene la inflación alta. Geopolítica se complica. Irán e Israel intensifican ataques, Brent se acerca a $100 y suben los rendimientos por riesgo inflacionario. Esta semana manda inflación. $BTC ronda $63K con salidas de ETFs. $MSTR vuelve al centro por señales de Saylor tras vender 32 BTC. $BA avanza en 777X con luz verde de FAA. $LLY muestra datos nuevos de Foundayo en mujeres en menopausia.

Jon Najarian @jonnajarian and @jeffkilburg on @LarryKudlowShow Broke it down perfectly:"Yesterday's selloff was healthy profit-taking — nothing more." $SPX still just 3% off all-time highs, up 7.9% YTD and 24% over the last year. Nasdaq up 10.6% YTD, small caps even stronger. Semiconductors still +80% this year despite the dip.#VIX spiked from super-low levels — traders simply rotating ahead of the massive SpaceX IPO next week at ~$135 post-split. Smart money locking in gains in chips $SMH $NVDA to make room for the big inflow everyone's anticipating. AI compute demand is exploding: Google just signed a $900M+/month deal, Anthropic another $1.25B/month. Earnings are gangbusters (27.7% YoY growth). This is a temporary reset, not a reversal. As Dr. J always says — don't flinch. FOMO comes back fast. Stay long the future. $NDX $GOOG $AMZN $TSLA

The S&P 500 (SPX) faces another test Friday as AI stocks face continuing pressure. Alex Coffey tells investors what he has his eyes on as the May jobs report hits the wire. One stock facing tremendous headwinds: Lululemon (LULU) after earnings. Alex explains how investors and analysts alike are punishing the stock. Docusign (DOCU) is also on track to open lower despite an earnings beat and guidance raise. ======== 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

Dale Smothers discusses potential stock market tailwinds. He says in order for the S&P 500 (SPX) to hit 8,000, AI demand must continue to spark optimism, oil prices cannot climb, earnings must grow, and investors must stay calm through summer volatility. Dale also talks about how to navigate the sell-off into this weekend and his expectations for market volatility.======== 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

Rachel Dashiell with Charles Schwab turns to the S&P 500 (SPX) breaking below its 20-day SMA and why the sell-off is significant following the index's sharp tech-led rally. In equity movers, Rachel is watching a potential $40 upside move in Ouster (OUST) and eyes W.W. Grainger's (GWW) breakout to new all-time highs. ======== 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

Talley Leger breaks down the latest jobs report and what it means for interest rates, noting that while monthly gains improved, year-over-year payroll growth remains weak. He says bond yields continue to reflect persistent core inflation pressures. Leger also outlines a bullish view on equities, targeting 8,500 for the S&P 500 (SPX) on strong earnings and easing geopolitical risks.======== 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

SUMMARY DEL SHOW Futuros a la baja antes del reporte de empleo. El $US100 lidera las caídas, el $SPX retrocede moderado y el $INDU aguanta mejor. El dato puede cambiar el pricing de la Fed. $CRWD cae tras earnings. El trimestre fue sólido, pero el mercado quería más impacto inmediato del auge de amenazas AI. La compañía defiende la guía y empuja el caso de crecimiento en seguridad para AI. $NVDA certifica a $SSNLF, $HXSCL y $MU como proveedores HBM4 para Vera Rubin. $PTON compra Skōp para acelerar su empuje en fuerza y Pilates.

BlackRock's Kristy Akullian highlights strong S&P 500 (SPX) earnings growth and a broadening AI trade beyond mega cap tech into sectors like industrials and materials. She emphasizes diversification across asset classes, including intermediate bonds, gold, and digital assets, to navigate the market.======== 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

SUMMARY DEL SHOW Futuros mixtos con sesgo bajista. El $US100 cae más que el $SPX, mientras el $INDU aguanta mejor. El mercado castiga a semis porque el listón del AI trade sigue altísimo y $AVGO no alcanzó expectativas en guía. Geopolítica sigue como ruido de fondo. EE. UU. e Irán mantienen tensión, el crudo baja pero sigue arriba de niveles preconflicto. Los yields aflojan un poco y hoy entran datos como jobless claims y productividad. $DIS empieza a vender spots del Super Bowl LXI cerca de $8M. $WMT lanza Walmart+ en Canadá con Crave incluido. Cripto pierde más de $2 Billones desde el pico y $BTC sigue bajo presión.

Charles Schwab's Kevin Horner breaks down the S&P 500's (SPX) recent pullback, noting the broader trend remains intact with technicals still pointing to underlying strength despite short-term volatility. He then highlights Walmart (WMT) and Costco (COST) as potential buy opportunities, both testing key support levels near the 200-day moving average.======== 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

Todd Sohn discusses tech's impact on the overall market, noting the sector now makes up about 40% of the S&P 500 (SPX) and is becoming a dominant part of portfolios everywhere. As a way to balance your portfolio, Todd tells investors to consider investments in healthcare and energy sectors as a way to balance the tech surge. ======== 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

Vance Howard, CEO of Howard Capital Management, attributes the market's recent rally to sideline cash and FOMO. He recommends buying pullbacks in the Mag 7, especially in Nvidia (NVDA). Vance also points to Rocket Lab (RKLB), Interactive Brokers (IBKR), and the iShares Expanded Tech-Software Sector ETF (IGV) as candidates that can see further upside moves. He remains firmly bullish on the S&P 500 (SPX), targeting 8,000 this year and 20,000 within a decade.======== 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

Like many other chipmakers, Broadcom (AVGO) has vastly outperformed the S&P 500 (SPX) in recent weeks, though Rick Ducat considers it a laggard compared to some peers. He talks about potential moves in shares once Broadcom reports earnings and walks investors through the "atypical" set-up into the report. He then turns to an example options trade for the stock. ======== 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

Kevin Green breaks down the latest April JOLTS report to examine why strengthening labor data makes it harder for the Fed to justify interest rate cuts. He also talks about inflation pressures facing the economy, how markets are reacting to the data, and what investors should watch ahead of Friday's job report. KG also examines the rally in AI chip stocks following Nvidia (NVDA) CEO Jensen Huang's bullish comments and why strength in networking and AI related names could help push the S&P 500 (SPX) to further highs.======== 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

Ed Yardeni sees the S&P 500 (SPX) reaching 8,250 by year-end on strong earnings momentum. He warns the Fed could shift toward rate hikes as early as July, while still viewing higher Treasury yields as healthy and favoring energy amid potential summer volatility.======== 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

Charles Schwab's Ben Watson examines an S&P 500 (SPX) pushing toward the 7700 level, cautioning that while the trend remains bullish, the index looks overextended near key resistance. He also breaks down a divergence in energy, contrasting Occidental Petroleum's (OXY) uncertain breakout at $60.75 with Phillips 66's (PSX) stronger overall trend driven by its refining advantage.======== 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

Ted Thatcher says the S&P 500 (SPX) rally is backed by strong earnings, not just AI-driven optimism, with Alphabet (GOOGL) standing out on fundamentals. He warns that elevated yields, rising energy prices, and consumer pressure could test markets, while also assessing the long-term outlook for Nvidia (NVDA), Advanced Micro Devices (AMD), and Micron (MU).======== 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 rally in stocks is getting narrower, says Kevin Hincks, pointing out the S&P 500's (SPX) recent move higher despite 9 of 11 sectors being lower at times. It comes as the index sees overbought technical metrics. As markets run higher on strong earnings, Kevin has his eyes on reports this week like Broadcom (AVGO) and Lululemon (LULU) that will add more color to the picture in multiple industries. Also watch the May jobs report set to hit the tape Friday, as it can shake the narrative for the Fed and interest rates. ======== 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 S&P 500 (SPX) continues to defy seasonal trends by hitting fresh record highs, driven by a persistent buy-the-dip mentality. Charles Schwab's Kevin Horner analyzes the technical support levels keeping the benchmark afloat. In stocks, he examines constructive consolidation in Akamai Technologies (AKAM) a classic bull flag pattern forming in D-Wave Quantum (QBTS).======== 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

"This has been a run for the ages" in the stock market, says Jay Woods, noting the S&P 500 (SPX) is on track for a nine-week rally. Now he believes anything from consolidation to a 10% pullback is in the cards. Jay points to the U.S.-Iran War and inflation woes as the biggest headwind over markets. He highlights transportation stocks setting up a potential rebound rally as something for investors to watch. In separating hype from reality, Jay talks about finding "bottoms" in parabolic stocks, including those in the quantum trade. ======== 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 stock market stays optimistic that a deal is coming between the U.S. and Iran, says Kevin Green. If no deal manifests, he's looking at a price reversal to the upside in crude oil. KG notes 7,600 as a key level of resistance in the S&P 500 (SPX) and explains the rotation back into Palantir (PLTR) after Dell Technologies' (DELL) earnings. ======== 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 market is hitting brand new all-time highs, but the options landscape is flashing some highly unusual signals. In this episode of The Option Block, Mark Longo, Uncle Mike Tosaw, and Henry "The Flowmaster" Schwartz break down the wild, speculative environment driving the latest sea of green. The panel dives deep into the upcoming, historic SpaceX IPO—discussing what traders can expect from its highly anticipated options debut, potential volume records, and the structural listing criteria. Plus, the team breaks down a massive, inexplicable 1.55 million contract open interest anomaly in the Global X Defense Tech ETF (SHLD), and a massive post-earnings call option explosion in Snowflake (SNOW). On the Docket: The Trading Block: The market pushes north of 7,500 while VIX and VVIX get their legs cut out from under them. What does an inverted put/call skew in 55% of tech names tell us about current market frothiness? The SpaceX Countdown: Anticipating the June IPO. Will SpaceX options instantly usurp Tesla and Nvidia at the top of the volume charts? The Odd Block: Massive call buying and vertical spreads in Snowflake (SNOW) ahead of its monster 40% post-earnings move. Weird OI Anomalies: Breaking down a multi-million contract data glitch in the Global X Defense Tech ETF (SHLD) and heavy bullish rolls in ASP Isotopes (ASPI). Around the Block: Flatlining put demand in the SPX, a look at silver (SLV) channeling at the 70 level, and why Mike is keeping a close eye on his massive Palantir (PLTR) holdings.

Ahmed Riesgo sets a 7,600 target for the &P 500 (SPX) by year's end and expects the U.S.-Iran War to come to an eventual close. He believes neither side wants the conflict to continue due to risks of crude oil prices getting too expensive. Ahmed adds that SpaceX and other huge IPOs like OpenAI and Anthropic can throw a wrench into index growth due to the amount of liquidity they will add to markets. ======== 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 market is hitting brand new all-time highs, but the options landscape is flashing some highly unusual signals. In this episode of The Option Block, Mark Longo, Uncle Mike Tosaw, and Henry "The Flowmaster" Schwartz break down the wild, speculative environment driving the latest sea of green. The panel dives deep into the upcoming, historic SpaceX IPO—discussing what traders can expect from its highly anticipated options debut, potential volume records, and the structural listing criteria. Plus, the team breaks down a massive, inexplicable 1.55 million contract open interest anomaly in the Global X Defense Tech ETF (SHLD), and a massive post-earnings call option explosion in Snowflake (SNOW). On the Docket: The Trading Block: The market pushes north of 7,500 while VIX and VVIX get their legs cut out from under them. What does an inverted put/call skew in 55% of tech names tell us about current market frothiness? The SpaceX Countdown: Anticipating the June IPO. Will SpaceX options instantly usurp Tesla and Nvidia at the top of the volume charts? The Odd Block: Massive call buying and vertical spreads in Snowflake (SNOW) ahead of its monster 40% post-earnings move. Weird OI Anomalies: Breaking down a multi-million contract data glitch in the Global X Defense Tech ETF (SHLD) and heavy bullish rolls in ASP Isotopes (ASPI). Around the Block: Flatlining put demand in the SPX, a look at silver (SLV) channeling at the 70 level, and why Mike is keeping a close eye on his massive Palantir (PLTR) holdings.

The S&P 500 (SPX) makes a slight pause Wednesday after tapping new record highs on Tuesday. Charles Schwab's Kevin Horner highlights support levels and sees opportunities in the technical set-up for consumer staples, especially Archer-Daniels-Midland (ADM) and Kimberly-Clark (KMB).======== 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

Micron's (MU) AI-fueled gains continue a parabolic rally. Goldman Sachs raises its S&P 500 (SPX) target for 2026. Zscaler (ZS) shares fall more than 30% after earnings. Marley Kayden carries investors through the session's top stories.======== 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

SUMMARY DEL SHOW Futuros ligeramente en verde tras nuevos récords en $SPX y Nasdaq, con el mercado todavía montado en infraestructura AI, pero con el crudo alto y la geopolítica marcando el pulso. $MU lidera el rally por memoria para AI y contagia a $WDC, $STX y $SNDK, mientras fondos rotan desde software hacia semis según Goldman. $NVDA anuncia expansión grande en Taiwán con el campus Constellation y $IREN firma $1.6B con $DELL para Blackwell en Texas, reforzando que el ciclo de data centers sigue acelerando.

As the S&P 500 (SPX) hits a record high, Charles Schwab's Joe Mazzola believes there's room for a higher run. A surge in call options activity, backed by strength in key sectors, serve as key arguments to Joe's bullish thesis. He notes a hot PCE print later this week will become a roadblock should it manifest. Michelle Gibley says semiconductor stocks remain in a cyclical trend not just in the U.S., but also overseas in economies like Taiwan and South Korea. Those countries also face similar concerns as the U.S., particularly in rising inflation. ======== 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

Iran having nuclear capabilities and charging tolls in the Strait of Hormuz remain the biggest sticking points in peace talks between it and the U.S., says Kevin Green. That said, markets remain optimistic as stocks catch a bid and crude oil slides. KG touches on the dichotomy between equities and commodities as investors shrug off geopolitical concerns. May's consumer confidence report shows that Americans are staying hopeful that inflation woes will cool. KG explains how all of this plays into his S&P 500 (SPX) expectations. ======== 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

Markets finally pulled back after a relentless momentum-driven rally, but history suggests parabolic advances rarely end quietly. Lance Roberts & Tom Thornton break down the growing signs of a speculative bubble forming beneath the surface of the market, from DeMark Exhaustion Sell Signals and narrow market breadth to surging semiconductor inflows, Korean market speculation, and rising energy-driven inflation risks. We examine why tech leadership is becoming dangerously concentrated, how crude oil and gasoline prices could reignite CPI pressures, and why the Fed may be effectively finished with rate cuts. We also discuss the "immediate gratification economy," emerging market weakness, fertilizer and commodity pressures, and the growing disconnect between market optimism and economic reality. Plus, we analyze why investors may want to diversify, take profits while they still can, and rethink the difference between long-term investing and speculative casino behavior. NOTE: This interview was pre-recorded on 5/7/26. 00:00 - Intro 1:20 - Market Correction, as Predicted 4:00 - Parabolic Spikes Have Happened Before 5:53 - There's a Bubble Brewing - Bullish Sentiment (slide) 8:53 - DeMark Exhaustion Sell Signals (slide) - what they are 10:54 - What the Signals are Saying (13's) 11:40 - Nasdaq 100 w DeMark Exhaustion Sell Signals 12:25 - Korean Kospi Index - Most Important in the World, next to U.S. 13:38 - GS Data Center & Memory Baskets (slide) 15:25 - SMH Semi's & EWY Korea ETF Inflows (slide) 18:35 - Memory Chip Price Gouge 20:56 - EWY Korean ETF 21:47 - QQQ vs SPX and SMH vs SPX Ratios (slide) 23:08 - Narrow Market Breadth 24:26 - Markets Regurgitate Same News, over and over 25:43 - Paul Tudor Jones: "United States has never been more dependent on the stock market than ever before." 26:41 - XLK Tech vs SPX & RSP Equal Weight vs SPX ratios (slide) 29:13 - Crude Traders are "in a bunker" on fears of Crude Oil draws 30:20 - Crude Oil Prices, Gasoline Prices, and CPI 33:33 - The Fed is Done 34:28 - What if...it's all about timing 36:15 - Are Emerging Markets Losing Their Luster? 38:26 - High Energy Prices' Impact on Consumer Spending into Foreign Markets 38:51 - Living in the Immediate Gratification Economy 39:33 - The Fertilizer Issue 40:43 - Gasoline Prices and the Lag-effect on CPI 42:11 - The Call to Take Profits While You Can 42:56 - Catalyst List: Crude, Bonds, Rates - This is a call to diversify 44:52 - Warren Buffett - Church vs Casino Investing (Why we sold our Berkshire stock) Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/s5pdp2zHltg ------- * REGISTER for our next Dynamic Learning Series presentation, "A SimpleVisor Tutorial," Thursday, June 4, 2025 at Noon: https://streamyard.com/watch/MwairsimgmnS -------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #MarketBubble #Nasdaq #Investing #FederalReserve

Ben Watson with Charles Schwab covers which stock charts to watch into the long holiday weekend, including a push in the S&P 500 (SPX) near record highs. On stock movers, he explains technicals backing rallies in Intuitive Machines (LUNR) and Joby Aviation (JOBY).Ben Watson with Charles Schwab covers which stock charts to watch into the long holiday weekend, including a push in the S&P 500 (SPX) near record highs. On stock movers, he explains technicals backing rallies in Intuitive Machines (LUNR) and Joby Aviation (JOBY).

This week on the Stock Market Options Trading Podcast, Eric O'Rourke breaks down the current SPX market pullback, key support levels, upcoming FOMC minutes, and why Nvidia earnings could be a major catalyst for the broader market and AI trade.Eric also shares how the recent uptrend has continued to favor SPX put credit spreads, how the Alpha Crunching 7-day strategy has been performing, and what traders should be watching heading into the summer market environment.Topics include:SPX support and resistance levelsNvidia earnings and AI stock momentumFOMC minutes and interest rate expectationsZero gamma and put wall discussionTrading SPX put credit spreads in an uptrendManaging profits and pullbacksCurrent market sentiment and positioning

This episode might work better visually! Click here to watch on YouTube: https://youtu.be/F6p1s00YIck Carter Worth is BACK with the WAWD Substack boys for another edition of "Bourbon & Charts" Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! Timecodes 0:00 - Intro 1:30 - SPX & Semis 14:30 - Gold, $AEM & Copper 23:00 - Yields 30:00 - Oil & Energy 36:30 - Single Names -- ABOUT THE SHOW For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giving their views of the financial world and the human side of it. Whether you're a seasoned investor or just getting started, On The Tape provides something for all listeners. Follow Danny on X: @dmoses34 The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in 'On The Tape' carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.