Schwab Network

Diane King Hall recaps the overnight move in equities reacting to news of Israel's attack on Iran. Overnight futures fell as crude oil prices spiked higher. Another area of the market that saw upward moves: Defense stocks. Elsewhere, Adobe (ADBE) shares are lower following its latest earnings report.

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Aaron Alt, CFO at Cardinal Health (CAH), joins Diane King Hall at the NYSE set to discuss the company's financial outlook. He describes the drugmaker's share buyback plans and recent FY25 guidance raise. Alt says the company's recent strategic acquisitions help broaden the company's healthcare reach, including glucose monitoring for diabetes treatment.

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It was a packed trading day with most stocks closing in the green. Premarket trading was led by tragic news on a Boeing (BA) plane crash in India that sent shares of the plane builder lower. Oracle (ORCL) rallied on the session after posting strong cloud revenue numbers for its previous and future quarters. Microsoft (MSFT) hit all-time highs yet again on a reported deal with the Pentagon, while Chime (CHYM) began public trading above its projected IPO price. Sam Vadas takes investors through the session's biggest stories.

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Charles Schwab's Cooper Howard believes this morning's jobless claims print is more interesting than the PPI. As he explains, softening labor prints like todays can wave an early green flag for the Fed to cut interest rates. Nate Peterson also warns of the orange flag on Wall Street sparked by "good news is bad news" sentiment.

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Steel prices remain below their 5-year historical average. Jeremy Flack covers the industry as President Trump seeks to revive domestic production. “Everything that’s going on is a net positive in the long run,” he says, arguing that U.S. steel companies have invested their profits in their businesses for the last decade and we’re starting to see that pay off. However, he’s “not optimistic” in the short-term.

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The SPX muscled a win on the session after yesterday's lower close. Kevin Green points out the day's range-bound action as he notes "defensive in nature" volume. However, a "VIX up, stocks up" scenario could be a warning sign for short-term consolidation or a pullback, backed by utilities outperforming Mag 7 stocks.

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SailPoint (SAIL) CEO Mark McClain poses the question to investors, "is A.I. good for you or bad for you?" He says the answer to both is, "yes." He says the tech is great for business efficiency but makes it difficult for cybersecurity firms. Mark talks about how his company bolsters software security for customers and the new opportunities A.I. presents for SailPoint. He also talks about SailPoint's "20-year overnight success" and how the company navigated technology over the past two decades.

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Ben Ayers reacts to the May PPI coming in cooler than expected, arguing that the huge run in imports in 1Q before tariffs were in place is about to run out. However, companies seem to be bearing the brunt of tariff costs, so he thinks that we could see a smaller bump in prices this summer than otherwise. Higher prices will slow growth, and uncertainty about prices is also hampering growth, Ben says, but doesn’t expect the U.S. to hit recession.

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Sportradar (SRAD) is kicking off its partnership with DAZN for the upcoming FIFA Club World Cup in a big way. Patrick Mostboeck discusses the details of the deal and what it means for the business. He also touches on the company's expertise in in-play betting and fan engagement solutions, and why this partnership is a game-changer for the sports betting industry.

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The tragic Boeing (BA) Air India crash opens new questions around safety for the company's aircraft. Tony Bancroft still believes the company is a long-term buy but says it needs to address the numerous headwinds it will face head-on. Tony later talks about the Gabelli Commercial Aerospace Defense ETF (GCAD) and how his firm picks stocks for the ETF.

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