Schwab Network

Today marks the beginning of "Crypto Week," which Kyle Chasse will watch closely. He talks about why Congress passing the CLARITY and GENIUS Acts are game changers for the crypto space. As far as the adoption timeline, Kyle says the U.S. is "very far behind."

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LikeFolio's data shows Venmo interest up 14%, but it doesn't compare to Shopify's (SHOP) 30% increase. Landon Swan notes the fintech space as a whole is struggling, with PayPal (PYPL) falling behind despite Venmo's performance. He points to the merchant side of the business as a main reason for the company's lagging performance.

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“Playing the residuals” is a better approach than trying to figure out the winning strategy, Arnim Holzer posits. He discusses sectors like utilities and financials and turns attention towards international strategies. He thinks U.S. currency will “continue to underperform,” but not in the same way. He talks about diversification and how to play potential Fed moves this year.

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Francisco Bido says Nvidia's (NVDA) dominant market share in A.I. is "phenomenal." Its leadership role is what he believes will push the stock 25% higher over the next 18 months and sees the company being the first to hit $5 trillion in market cap. Austin Lyons adds that its chips being used for evolving tech like autonomous driving and robotics will make Nvidia a long-term household name.

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"Momentum is in favor of the market to continue to go up," argues Adam Coons. He says we're back to where we started at the beginning of 2025, with valuations at elevated levels and a "very, very thin" margin of error that comes with it. Adam expects the FOMC not to cut interest rates in July and makes the case that the Fed doesn't need to cut anytime soon. On stocks, he sees financials doing well in the back half of the year and labels Alphabet (GOOGL) as an undervalued Mag 7 company.

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Andrew Krei takes the pulse of global markets and reacts to the latest on U.S. tariffs. He’s watching the dynamic between markets and the government and warns of a “self-fulfilling prophecy” on trade. The “main event” for this week is CPI. He highlights some areas of interest, including within the yield curve, and gives his case for Fed rate movements in 2025.

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Jay Rittberg sees a healthy M&A market and bullish sentiment into the end of the year. “Data centers is a huge area for M&A,” along with more subsectors of tech. He also thinks there could be deals in healthcare. “There’s enough confidence in dealmakers to move forward.” He focuses mostly on North America, but also gives some sentiment on international dealmaking.

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Coinbase (COIN) continues to push its ceiling higher thanks to Citizens JMP. The firm set a $440 price target off bullish expectations for tailwinds to develop in the crypto space. Sam Vadas takes a closer look into what's behind the analysis while highlighting a more bearish take from H.C. Wainwright. Prosper Trading Academy's Charles Moon offers a bullish example options trade for Coinbase.

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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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CFRA's Ken Leon believes the trifecta for this quarter's banking earnings season hinges on interest rates, the Fed, and policy from Washington. That said, he sees banks overcoming uncertainty as long as valuations don't become too stretched. Ken later talks about his firm's differing views on JPMorgan Chase (JPM), Goldman Sachs (GS), Bank of America (BAC), and Citigroup (C). Tom White offers example options trades for Bank of America and JPMorgan Chase.

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Goldman Sachs (GS) got a downgrade ahead of its earnings that will kick off earnings seasons alongside other big banks. There's a clash in the buy now, pay later space with PayPal (PYPL) getting an upgrade while Affirm (AFRM) got a downgrade. Diane King Hall takes investors through the morning's biggest movers in the financial space.

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