Schwab Network

Kevin Green notes that while the S&P 500 (SPX) is up for the week, he's paying closer attention to the broadening out into interest rate sensitive & defensive sectors. KG points to utilities and real estate as part of those defensive sectors that could provide a floor for the market. For Nvidia (NVDA), he says a breakout above $135 could be a tailwind for the stock.

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Applied Materials (AMAT) slides falls despite an earnings beat as the outlook weighs on the stock, Cava (CAVA) beats on earnings estimates, and HSBC thinks Carnival (CCL) is in a 'strong booked position.'

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JD Durkin wraps up the trading day as the S&P 500 (SPX) extends its winning streak to 4 days. Meanwhile, UnitedHealth (UNH) and Coinbase (COIN) each fall on reports of governmental investigations into their businesses. Applied Materials (AMAT) reports mixed earnings and in-line guidance. Walmart (WMT) warns of price hikes due to tariff impacts.

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Cava (CAVA) beat on top and bottom lines in its latest earnings report, with revenue up 28% year-over-year. Same-store sales growth clocked in at 10.8% and as George Tsilis explains the report was solid overall. However, higher valuation may be the culprit behind the stock's after-hours slide. CAVA is trading at 180x this year's earnings, which could be why investors are taking a step back on the fast casual restaurant chain.

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Guilherme Valle gives his growth outlook for Chinese stocks. “Its trade with the U.S. is less and less relevant,” he posits, and its economy is still “relatively healthy.” He argues that there is investor misperception around China in general and thinks the government still has a lot of “bazookas” in their stimulus arsenal if necessary. He also doesn’t think that the U.S. and China winning the AI race is “mutually exclusive.”

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Liz Ann Sonders discusses the May market recovery despite global traders looking for certainty amid the 90-day tariff pause between the U.S. and China. She notes 20 consecutive weeks of downward revisions of 2025 earnings estimates as part of the current investing thesis. She's taking a wait-and-see approach, looking for stabilization in the forward-looking outlook before getting more confident in the market's direction.

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Walmart's (WMT) strong earnings report showed consumers are still spending, but they're getting pickier about where they open their wallets. Jharonne Martis and Jeff Weniger discuss this, as well as April's retail sales data which came in better than expected. They go over which retailers are best positioned as tariffs loom and inflation concerns linger.

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Michelle Gibley brings the international angle to Schwab Network. While trade “worst case scenarios” have been reduced, she says these 90-day tariff pauses just extend uncertainty. “Tariff troubles could come back…and hurt stocks again.” It’s also driving countries to accelerate trade relations with each other and become less entwined with the U.S. She also covers how Germany is changing its spending to try to “break out of stagnation” and become “a new growth story.”

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Gerald Sparrow says he's positive on the markets because of inflation prints, saying that the current bull run could run through the end of 2025. He adds that tax cuts could be another catalyst for investors. Gerald does say a reverse of any tariff gains or returned uncertainty on policy could be an impediment to any upward move. He discusses stock picks including Booking (BKNG), Okta (OKTA) and Docusign (DOCU).

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Dan O'Toole, CEO of Arrive AI joins the Watch List as his company begins trading under the ticker symbol ARAI. Dan details his company's role in incorporating artificial intelligence into automated delivery technology. He uses food delivery as just one example of an ARAI use case, saying the company uses drones and robotics to ship products. The company has clients in the healthcare space and emergency response.

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