Schwab Network

Expectations were pretty high coming into Amazon's (AMZN) earnings, according CFRA's Arun Sundaram. He believes the company's stock would've performed better if it announced earnings before Microsoft (MSFT). Arun expects all of Amazon's business to be tariff-resilient to an extent, it just comes down to how it manages its operating margins.

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Chris Wang discusses his top stock picks in a market searching for direction. Despite trade uncertainty, Wang sees opportunities in names like SharkNinja (SN), which has diversified its manufacturing base away from China, and Take-Two Interactive (TTWO), which he believes has a growth story still intact despite a delay in its highly-anticipated game, Grand Theft Auto 6. He also likes Celsius (CELH), a defensive name with growth potential in the wellness sector.

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The S&P 500 (SPX) has closed higher in 9 straight sessions, the longest win streak since 2004. Marley Kayden and Kevin Green help Alex Coffey wrap up the Mag 7 stacked earnings week and provide their takeaways from Friday's rally following better-than-expected jobs data. Marley sees a "cautious optimism" in the move as reports of softening in the U.S. & China trade dispute come ahead of next week's FOMC meeting. KG strikes a different tone with his technical perspective on the charts, watching not only SPX but also Crude Oil in the wake of OPEC news and also the longer-term relative outperformance of Silver.

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"Every week is a crazy week" lately in the markets, says Charles Schwab's Mike Townsend. Despite all of the news around tariffs, he sees investors returning to a focus on economic data and earnings instead of trading off headlines. However, the tax bill in Washington may throw a wrench into that mindset. Cooper Howard talks about the economy holding its own despite tariff volatility. He discusses ways investors can navigate uncertainty and sets the table for the Fed's expected interest rate decision.

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Alan Hibbard thinks we will see a “doubling” or even “quadrupling” of gold prices before the end of its bull market. Even if the Fed raises rates, he argues that gold can continue to do well. He’s also not concerned about international demand diminishing. However, he says there’s “always a possibility” countries will switch to bitcoin as “digital gold,” though he doesn’t expect that in the next few years.

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The SPX closes on a winning streak it hasn't seen since 2004. Kevin Green notes technical bullish trends he sees in the charts but urges investors to continue monitoring the put flows stacking up into the weekend. He also looks at a confluence taking shape in the index and compares it to something similar seen in 2022.

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Mark Morelli, President & CEO of Vontier (VNT), a mobility solutions company, discusses the latest earnings and where the company is headed next. He says Vontier, which provides “seamless” EV charging, is involved in “critical infrastructure” around the U.S. “70% of our business” is the convenience store markets, he says, and “there’s continued investment going into this infrastructure.” Even if the economy slows, these businesses continue to invest in themselves, he adds. He says that means there is visibility into their future business and thinks tariffs are easier to handle today than “three years ago.”

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Jordan Shapiro finds the jump in the number of Americans out of work for longer concerning, noting that fast tech shifts have increased difficulty in transitioning skillsets. Still, he notes that a lot of layoffs are coming from the tech sector. He doesn’t think A.I. replacement will hit the “hourly worker” sector because the “consumer economy” wants human interaction, not robot.

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Stewart Glickman and Rob Thummel give their takeaways from Exxon Mobil (XOM) and Chevron (CVX) earnings. Stewart emphasizes the two are setting up for the “longer term” even as crude oil prices have fallen. Rob agrees, but in the near-term thinks investors should look for energy companies with less sensitivity to crude prices, for example Kinder Morgan (KMI). Stewart likes Cheniere (LNG).

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Jeffrey Cleveland calls the 1Q GDP number and payrolls data the highlights of the week. He says GDP readings indicate the U.S. economy will continue to grow through the rest of 2025, and payrolls data shows “things aren’t as dire” as bears think. While he doesn’t expect the Fed to cut rates at its upcoming meeting, he expects cuts this year.

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