Schwab Network

Greg Baker joins Morning Movers from the Charles Schwab Singapore offices. He highlights the Hong Kong and Singapore regions reliance on the import/export market, which has been caught in the crosshairs of an escalating trade war between China and the U.S. Greg discusses trends within his client base, particularly Schwab's 24/5 trading and fixed income investing.

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HP Enterprise (HPE) received an upgrade from Evercore ISI. Ben Watson looks at the chart patterns forming over short & long-term durations. Evercore ISI raised its price target on HPE to $22 from $17, which Ben demonstrates has been a significant range for shares over the last year.

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Home Depot (HD) earnings are out and the company's CFO says it won't raise prices because of tariffs. HP Enterprise (HPE) shares are on the move after an upgrade. And, MongoDB (MDB) catches a downgrade to start the day. Tom White has the latest.

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Yields consistently above 4.5% equate to equity volatility, says Alec Young. He shows the correlation between sharp upticks in yields leading to a "shock to the system" for stocks. On the Mag 7, Alec considers Meta Platforms (META) a "favorite" while listing Tesla (TSLA) as a "riskier" play on the future. Nvidia (NVDA) is another stock Alec expects to thrive if it continues current growth projections.

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Eddie Ghabour doesn't consider Moody's U.S. credit downgrade "meaningful at all," instead posing the argument that the U.S. economy will only accelerate. He says elevated inflation and steady yields will be the "new normal" for consumers, though he doesn't see that as a weakness. Eddie sees the consumer discretionary sector as one with significant risk-reward, adding that semiconductors like Nvidia (NVDA) will lead the next market uptrend.

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Nicole Petallides catches up with the Najarian brothers at the NYSE. In this episode of Market Overtime, Jon and Pete dive into the ongoing trade talks with China, President Trump's Middle East visit as well as their favorite stocks to watch right now. From Nvidia (NVDA), Apple (AAPL), Amazon (AMZN), Tesla (TSLA) and so many more companies, the Najarian's highlight their disciplined investing approach to today's market.

For more from Jon & Pete, check out @MarketRebellion

0:00-2:36 Introduction and Trading Tariffs Headlines

2:37-3:52 Najarian's on Market Sentiment, VIX

3:53-6:04 U.S. and China's 90-day Tariff Pause

6:05-7:45 Retailers, WMT & AMZN Tariff Focus

7:46-8:22 Apple (AAPL) Supply Chain

8:23-9:33 A.I. Stocks and Investing Outlook

9:34-10:50 Options Trading and "It's Not an Option"

10:51-11:54 2025 Watch List: Financials, Big Tech

11:55-13:10 Tesla's Full Self-Driving Technology

13:11-14:20 Robotics: Nvidia and Tesla Impact

14:21-15:50 Elon Musk's Future at Tesla

15:51-19:47 Najarian's Investing Mantra: Be Disciplined

19:48-23:34 Stock Picking in Today's Market

23:35- 25:33 Energy Stocks for A.I.

25:34-27:47 Portfolio Factors Amid Geopolitical Tensions

27:48-29:27 Najarian's 2025 Report Card: Gold

29:28-30:47 Najarian's 2025 Report Card: U.S. Dollar

30:48-32:35 Najarian's 2025 Report Card: Bitcoin

32:36-34:11 Najarian's 2025 Report Card: U.S. Equities

34:12-35:26 Najarian's 2025 Report Card: International Equities

35:27-38:35 2025 Year-end Outlook, Recession Odds

38:36-40:35 Jon and Pete on Being Brothers, Business Partners

Despite Moody's downgrade on the U.S. credit rating, stocks overcame pressure and closed mostly higher. Nvidia (NVDA) barely crossed over the flat line despite highlighting a slew of new developments to enrich its ties to the A.I. space. Walmart (WMT) was the target of a Truth Social post after President Trump told the company to "eat the tariffs." UnitedHealth (UNH) rallied even with new bearish sentiment hitting the stock. Alex Coffey turns to the session's biggest stories.

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Ahead of its earnings, George Tsilis turns to Toll Brothers (TOL) as a company investors should keep on the radar. The company and homebuilding industry has faced numerous pressures with the current macro environment. George talks about why Toll Brothers can serve as a barometer to homebuilder earnings.

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Catalyst Pharmaceuticals (CPRX) CEO Rich Daly on the company's strong 1Q, growth drivers, and its cash-rich position in a challenging market. Daly discusses the company's pipeline, including plans to expand its product for Lambert-Eaton Myasthenic Syndrome (LEMS) into the oncology space and potential M&A opportunities in the rare disease space.

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Cooper Howard with Charles Schwab says it's notable that markets didn't respond harshly to the Moody's downgrade on the U.S. credit rating. He believes the timing is interesting given Congress's debate on the tax bill. However, Liz Ann Sonders warns downside pressure is very much in play with markets "at the mercy of headlines." That said, Liz Ann believes a risk-on mentality is a bullish push forward.

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