Schwab Network

Friday's jobs print is expected to move markets into the opening bell. Charles Schwab's Nathan Peterson believes "bad news is good news" again, meaning that markets can move higher on expectations that the FOMC will cut interest rates if the job market shows continued deterioration. He also talks about the volatile trading action brought by Tesla (TSLA) headlines.

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Broadcom (AVGO) is often referred to as Nvidia's (NVDA) main competitor in the A.I. space. The company rallied big off its April lows but couldn't meet an exceedingly high bar in its latest earnings report. Tom White and George Tsilis turn to the numbers and explain why the stock may already be "priced to perfection."

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Kevin Davitt assesses the recent market comeback. Casting back two decades, he recalls how different “the constituency” looked as far as company profitability and other financial metrics. He thinks the Nasdaq-100 will continue to lead markets. He charts monthly performance for the Nasdaq-100 for the last few years and explains what he thinks it means for the markets. He also looks at options flows for May.

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Tesla's (TSLA) massive slide to the downside pulled the SPX down with it. However, as Kevin Green points out, a bounce off the lows kept the worst possible technical scenario off the table. The index came just short of the 6,000 level at the highs. Kevin also warns of seasonal volatility trends coming into play, which includes the Fed's interest rate meeting later this month.

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Laura Martin from Needham explains why she downgraded Apple (AAPL) to Hold from Buy. “There’s real risks to their earnings,” she emphasizes, with the Epic Games judgment against them and other DOJ threats. She also discusses OpenAI’s burgeoning efforts to “replace smartphones,” partnering with Jony Ive, who used to design all of Apple’s phones. Even though Apple has a moat, she says that doesn’t prevent demise, only slows it. “This stock doesn’t work” without an iPhone cycle this year, she argues.

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Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D

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Ryan Dykmans says the number of companies putting plans on hold over tariffs rather than seeing companies adapt and adjust is concerning. In the markets, “greed is winning,” he argues, with “over-reward” for positive information. He’s looking to trade on volatility spikes as uncertainty lingers. He is also concerned about the bond market as it behaves more like the equity market, endangering the safety play investors rely on.

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Steven Dickens sees Broadcom (AVGO) as a "more balanced business" with an expanding A.I. runway. He points to its VMware acquisition and growing list of partnerships with companies like Alphabet (GOOGL) as tailwinds. He notes a correlation with Broadcom and Nvidia (NVDA), but sees that correlation diverging with Broadcom's software exposure.

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Jeremy Fox-Geen, CFO for Circle (CRCL), calls the company a "marriage between the internet and the financial services landscape." He joins Diane King Hall at the NYSE set hours after the company's public trading debut. Jeremy talks about the company's explosive IPO where price action doubled at its height since trading opened. On crypto, Jeremy sees "tremendous" growth in the space that ties into Circle.

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Applied Digital (APLD) became a massive winner after inking a 15-year deal with Coreweave (CRWV). Meanwhile, the company backed by Nvidia (NVDA) pulled back from its substantial rally since its IPO in late March. George Tsilis breaks down the deal between Applied Digital and Coreweave to learn how its affecting price action.

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Amanda Lai has “cautious optimism” ahead of Lululemon (LULU) earnings after the close. She calls it a “historically strong performer” that will give insight into consumer health and spending. Amanda says Lululemon is “firing on all cylinders” for innovation, but whether consumers will like their products is yet to be seen. She compares them to upstart competitors gaining share in the athleisure market.

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