Schwab Network

Big box retailers faced pressure this morning, brought mostly through Target's (TGT) earnings miss and widened guidance. TJX Companies (TJX) beat its earnings but its stock didn't see much movement, possibly due to a slight dip in same-store sales. Jenny Horne takes a closer look at the reports and explains what's driving this morning's mixed response.

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Can Snowflake (SNOW) post another strong quarter? As Rick Ducat shows, the cloud company previously underperformed compared to its peers, but since rebounded following its last report. He turns to the technical levels investors should keep in mind heading into earnings and offers an example options trade for the software company.

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Kyle Brown says the private credit market has grown but has to adjust to new valuations following volatile price action earlier in the spring. He adds that M&A activity for smaller companies is picking up but the true "spring" for IPO season has yet to be seen. "The money is flowing," says Kyle, as he talks about the process of raising private funds in the industry.

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Retailer earnings are showing weakness, but Katie Thomas from Kearney Consumer Institute said that it cannot all be attributed to tariff uncertainty. Thomas said that consumers are spending based on the reality right now, not based on potential economic weakness ahead, and that shoppers have the ability to shop around at stores with an abundance of options. An increase in delinquencies gives reason for concern, but spending from the top-end of consumers could help keep spending strong. Thomas thinks that there may be a return to supply chain issues from the pandemic, as companies weigh how much inventory to keep in stock due to questions over tariff policy.

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Alphabet (GOOGL) rolled out its new 'A.I. Mode' for U.S. users of Google. Rachel Dashiell looks at the chart performance as the stock has underperformed the rest of its sector this year. Dashiell identifies the $170 and $145 level being key to watch for resistance and support.

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Equity futures are pointing to a second straight negative day after the S&P 500 snapped its six-day winnings streak on Tuesday. Kevin Green sees markets entering a 'wait-and-see' mode as investors may be taking profits from the recent rally and waiting commentary from Fed speakers and additional tariff news. In earnings reports, Palo Alto Networks (PANW) is sliding despite an earnings beat, as gross margins came in below expectations and saw its backlog disappoint. Target (TGT) shares are falling after the company missed on its earnings report, attributing weak performance due to tariffs and the fallout from its DEI rollback.

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Palo Alto Networks (PANW) is sliding despite an earnings beat, Target (TGT) continues to struggle as it misses on the top and bottom lines, and TJX (TJX) dips as same-store sales disappoint.

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David Nicholson says the Tesla (TSLA) valuation is largely rooted in its future technology offerings for Robotics, A.I. and much more. David joins Alex Coffey to dissect Elon Musk's commentary today suggesting his re-commitment to be Tesla's CEO for the next several years. He looks at the capex moving into robotics, saying within 5-10 years "advanced robots will be in many, many homes." In terms of competition, David points to Chinese EV makers as well as Nvidia (NVDA) and Apple (AAPL) in mega-cap tech.

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"The United States needs to be the leader" in the crypto space, argues Jim Thorne. He says cryptocurrency markets remain in the "very early innings" of development and have room to run with a "regulatory cloud" lifted in Washington.

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Markets continued to experience compression as indices closed lower, aside from the RUT's marginal gains. Tesla (TSLA) CEO Elon Musk made headlines on his position and plans for next month's expected robotaxi launch. Uber Technologies (UBER) and Coreweave (CRWV) hit new all-time highs, while Palo Alto Networks (PANW) sold off after earnings. J.D. Durkin turns to the trading session's top stories.

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