Why has Bitcoin fallen 50% from its all-time high despite more institutions adding exposure to Bitcoin? That's the question John Haar tackles as he offers thoughts behind a tentative bounce in the cryptocurrency. Tyrone Ross, Jr. notes the headwinds still facing the crypto space, with some involving the very institutions adding exposure.

Pros & Cons of Institutional Crypto Investments as Bitcoin Falls 50%

The end of Jay Powell’s term as Fed Chair is approaching, and markets continue to speculate about what Kevin Warsh’s tenure might be like. Darius Dale sees his nomination as a signal that money growth is transitioning from the Fed to the banking sector. He explains why this is a critical change and may presage significant deregulation in the financial sector. Darius also shares opportunities he sees in the market, including in emerging markets and regional banks.

Dale: Warsh Nom Signals Deregulation in Finance Sector

Thierry Wizman comments on President Trump’s newest tariff moves and the fallout from the Supreme Court ruling. “There doesn’t seem to be any letup.” He expects the U.S. dollar to continue to show weakness as the U.S. “abrogates its responsibilities” to globalization. He thinks the yield curve could steepen from here, especially if the government can’t replace all the lost tariff revenue, causing deficits to move higher.

How the Supreme Court Tariff Ruling Affects U.S. Dollar, Federal Deficit

Brian Szytel thinks Mexico and Canada will both benefit from the Supreme Court overturning IEEPA tariffs and explains how investors should assess winners and losers. This year is a ‘493 story’, he argues, expecting continued market rotation, and thinks the broad market can do well overall. He looks toward the energy sector, focusing on midstream companies. He also likes dividends, saying investors can no longer rely on the momentum trade.

Midstream Energy Opportunities, Why Mexico & Canada Win on Tariff Ruling

After Bitcoin tapped levels below $65,000 once again, Alex Miller with Stack Labs maintains a bullish thesis on a crypto comeback. While he sees Bitcoin staying volatile this year, he tells investors to look back at price action in prior years and explains how it can mirror the cryptocurrency's multi-year outlook. Alex talks about Bitcoin's comparisons to "digital gold" and how it differentiates from Ethereum and Solana.

Bitcoin Back Below $65K & Crypto Headwinds to Becoming 'Digital Gold'

Likefolio’s Andy Swan previews Home Depot (HD) ahead of its earnings tomorrow morning. He thinks HD and its competitor Lowe’s (LOW) need more reasons for consumers to visit their stores, with a lack of storms last year to do damage. Still, there are tailwinds. “Consumers are kind of stuck in the home that they’ve been in for a while,” which is creating a resurgence in DIY and remodeling activity, he argues. Andy is watching profit margins in the report as consumers push for deals.

Ca$htag$: Home Depot (HD) vs Lowe’s (LOW)

Ellen Wald, ph.D., and Robert Yawger take on the oil and energy sector. Ellen notes that the world is largely well-supplied and Iran is not likely to close the Strait of Hormuz – and they may not have the capability to. Robert says even removing Iran entirely from the market, the world would still be oversupplied. He thinks price will stay rangebound barring a significant event, such as an attack on a tanker.

Iran Unlikely to Close Strait of Hormuz, World is Well Oversupplied on Oil

Bart Smith spotlights the market repricing of AI, arguing that we’re a “good bit away” from the end of volatility. He compares the notion of AI as a disruptor vs an enabler, and how that helps sort out the winners and losers. Bart focuses on how AI could impact banking, and where the sector could see improvements. The “most critical threat” banks face is credit, Bart says, pointing to private credit woes that could spill over.

AI as a Disruptor vs Enabler: How to Pick Winners and Losers

Prosper Trading Academy's Scott Bauer sees a rebound coming for JPMorgan Chase (JPM) even as the big bank turned bearish on its technicals. On the opposite side of the spectrum, he sees a pullback coming for SanDisk (SNDK). He leans bullish for the iShares 20+ Year Treasury Bond ETF (TLT). Scott offers example options trades for today's Big 3 while Rick Ducat dives into the bearish and bullish trends.

The Big 3: JPM, SNDK, TLT

Ted Thatcher discusses market unease and the state of the broad economy. He’s hopeful for the year still, breaking down the latest GDP report and what he thinks investors are missing. Ted covers why he thinks Amazon (AMZN) is an appealing buy here, arguing that the opportunity for AWS within AI is underappreciated, and why it can hit the “singularity” in the robotics revolution first.

Thatcher: Investors Missing Amazon (AMZN) AWS, Robotics Opportunities

Domino's Pizza (DPZ) is "uniquely positioned" in the food delivery space as consumers crave value, says Nick Setyan. He makes the case for Domino's accelerating growth even if it cuts prices to lure new customers in. George Tsilis delivers an example options trade for the stock.

Hunger for Value: DPZ Earnings Deliver Bullish Potential

The market is “seeking out existential threats” around AI and tech, argues Scott Ladner. “Fundamentally, [the AI revolution] will be a good thing,” he adds, anticipating it to add jobs in the future and spark an entrepreneurial boom. He thinks we will see a couple of rate cuts this year, and anticipates a “boring Fed” after Warsh is confirmed as Fed Chair. His picks right now include financials, cyclicals, and emerging markets.

Ladner: AI Will Spark Entrepreneurial Boom

The market focus is on Nvidia (NVDA) earnings this week, says Kenny Polcari, and he doesn’t think the company will disappoint. “You have to take advantage” of the tech selloff by picking through beaten-up names, he argues. He highlights Broadcom (AVGO) as a name sold of “arbitrarily” and thinks it can break out after NVDA’s report. Kenny’s other picks are 3M (MMM), Cummins (CMI), and Stanley Black &amp; Decker (SWK).

Kenny Polcari: AVGO Can Jump on NVDA Earnings, Likes MMM, CMI, SWK

Raul Shah braves the snow and cold to join Morning Movers from the NYSE floor. He discusses Hims &amp; Hers (HIMS) ahead of earnings. The company's faced multiple headwinds including legal issues from Novo Nordisk (NVO) and its sale of a semaglutide weight-loss product. Raul says the earnings call "will be crucial" for investors to get some clarity from the company's leaders and more insights on Hims &amp; Hers next steps. Raul points to other markets like hormonal treatment as a potential growth area for HIMS.

HIMS Headwinds Ahead of Earnings

Thomas J. Hayes analyzes the latest tariff policy plans emanating from the White House and weighs in on how the short-term volatility is "mostly noise" as he expects this to be a longer-played out issue. He underlines the mid-term election cycle as a potential market moving event. On the Mag 7 stock performance, Thomas says the markets are concerned if the group's AI capex ultimately turns free cash flow negative. He's a "little leery" of software and is paying attention to Salesforce (CRM), Intuit (INTU) and Nvidia (NVDA) earnings this week. Thomas has a pair of stock picks in Estee Lauder (EL) and Dentsply (XRAY).

Trump's New Tariff Plan & U.S. Economy's 2026 Outlook

Qualcomm (QCOM) is the subject of this week's Tech Corner. George Tsilis profiles the semiconductor company's multi-pronged approach to various technologies such as 5G, AI, IoT, robotics and autonomous driving. He breaks down the various components of Qualcomm's business and explains how its relationship with Apple (AAPL) could be nearing an end. Later, George highlights several technical indicators to pay attention to on the QCOM chart.

Tech Corner: QCOM's AI Role & Post-Apple Outlook

Matt Calkins, CEO of Appian (APPN), spotlights their latest quarter. “We just closed a terrific year,” he says as the stock rises in Friday trading. “We’re really hitting our strategy, which is AI-first, big-deal centric,” he adds. Matt argues that Appian is the perfect company to help CEOs find use and benefit from AI, and that the company is figuring out how to monetize their AI features. He also explains why Appian won’t be hit by the SaaS-pocalypse.

Appian (APPN) CEO: ‘AI-First, Big-Deal Centric’ Strategy is Paying Off

Nvidia (NVDA) is "at the center of all things AI," says Paul McCarthy. He doesn't see that changing with its extended partnership in Meta Platforms (META) and $30 billion backing in OpenAI. As the company readies to report earnings next week, Paul expects its gargantuan backlog and tentative China sales to serve as upside catalysts. He adds that he "doesn't see any changes anytime soon" to factors affecting Nvidia's dominance. George Tsilis turns to an example options trade in the Mag 7 giant.

META & OpenAI Deals Add to NVDA Stronghold Ahead of Earnings

Analysts continue to back bullish momentum in Alphabet (GOOGL). Jenny Horne explains what is behind a Wells Fargo upgrade in the Mag 7 stock and the overall strong conviction from analysts in Alphabet's outlook. Prosper Trading Academy's Charles Moon sees the Google parent facing trouble short-term and offers a bearish example options trade backing his analysis.

GOOGL Upgrade Amid Big Tech Selling & Example Options Trade

Home Depot (HD) earnings are ready to hit the wire tomorrow. Rick Ducat drops by the Schwab Network studio to construct the chart studies to watch for the home improvement giant. He compares HD to its rival Lowe's (LOW) and shows how it has performed against the overall consumer discretionary sector. Later, Rick describes a potential example options trade utilizing a call butterfly strategy with a more bullish positioning for HD.

Options Corner: HD Earnings Trade

Wells Fargo upgraded Alphabet (GOOGL) to an Overweight rating with a price target of $387 up from $354. Ben Watson examines the technical patterns taking place on the chart of Google's parent company. On a short-term 5-day chart, he underlines the $314-$315 point of control where a majority of the trading volume has been taking place. Zooming out to the 1-year timeframe, Ben says the longer-term uptrend is still intact but notes that GOOGL did drop below its 50-day moving average.

Chart of the Day: GOOGL Upgrade

Shares of Deckers (DECK) stepped higher after Argus upgraded the company. The stock stumbled in 2025, with Marley Kayden pointing to factors Argus sees in a 2026 rebound. Two key players backing growth: Ugg and Hoka. Dan Deming offers an example options trade for Deckers.

DECK Jumps on Argus Upgrade, Ugg & Hoka Key in 2026 Rebound

Rick Ducat slices into the chart of Domino's (DPZ) and serves up the technical indicator toppings to track. Rick looks at the falling wedge shape taking place in 2026's early downward trading activity, citing $390 as a recent area of potential support. Later, he demonstrates an example options trade using a put vertical with a neutral to bullish potential outlook.

Options Corner: DPZ Delivers Earnings Monday

Grab your tickets: Charles Schwab's Kevin Horner is spotlighting the chart of Live Nation (LYV). He cues up the short-term 90-day chart and displays the recent trading range between $152-$160. On the 1-year chart, he looks at $160 acting as previous support and near-term resistance. Kevin says bulls shouldn't be discouraged as a pause at resistance is common.

Chart of the Day: LYV Ready to Turn Up?

Microsoft (MSFT) hit 9-month lows and currently trades around $400 after shares hit $555 last summer. Charles Schwab's Ben Watson highlights key levels in Microsoft's chart that offer opportunities for bulls following the Mag 7 stock's substantial repricing. Kevin Hincks joins later to walk investors through his example options trade for Microsoft.

'Damage Already Done' to MSFT? Sell-Off Presents New Mag 7 Opportunity

Nicole Petallides, Kevin Hincks and&nbsp;Kevin Green react to the latest ramp up in Trump admin. tariffs and look at Nvidia ahead of earnings.&nbsp;Kevin and KG provide example trades for Alphabet (GOOGL). Likefolio’s Andy Swan helps preview Home Depot (HD) ahead of earnings.&nbsp;And, George Tsilis looks at Hims &amp; Hers (HIMS) prior to its report.

Example Trades: GOOGL, HD, HIMS

Diane King Hall, Kevin Hincks and&nbsp;Ben Watson react to the Supreme Court’s decision on the Trump admin. tariffs and look at reports regarding Nvidia’s OpenAI funding.&nbsp;Kevin and Ben provide example trades for Chipotle. Likefolio’s Landon Swan helps preview Domino’s ahead of earnings.&nbsp;And, George Tsilis looks at McDonald’s as the company rolls out its popular Shamrock Shake.

Example Trades: CMG, DPZ, MCD

Diane King Hall, Kevin Hincks and Joe Mazzola examine the latest jobs and housing data and react to the earnings moves from Walmart, Deere &amp; Carvana. They then discuss the recent struggles in the tech sector, and place example trades on Meta Platforms, Microsoft and Amazon.

Example Trades: META, MSFT, AMZN

DIANE KING HALL, TOM WHITE AND KEVIN HINCKS DIVE INTO THE LATEST HOUSING MARKET DATA AND REACT TO NVIDIA’S PARTNERSHIP NEWS WITH META PLATFORMS. LATER, KEVIN AND TOM PROVIDE EXAMPLE TRADES FOR WALMART. LIKEFOLIO’S LANDON SWAN SHARES THE LATEST SENTIMENT DATA ON CARVANA. AND, GEORGE TSILIS PREVIEWS DEERE’S UPCOMING EARNINGS REPORT.

EXAMPLE TRADES: WMT, CVNA, DE

Schwab's Chief Investment Strategist, Liz Ann Sonders, brings her market insights and economic analysis to Schwab Coaching! Liz Ann and host Joe Mazzola will discuss her Market Commentary column and update you on the latest economic data and indicators that could impact the investing landscape.

Liz Ann Live | Liz Ann Sonders & Joe Mazzola | 1-12-26

Liz Ann Live | Liz Ann Sonders & Joe Mazzola | 1-5-26

Jenny Horne and Alex Coffey discuss JPM, DAL, MA, PYPL, C, WFC, AMD, INTC, GOOGL, PDYN.

JPM, DAL, MA, PYPL, C, WFC, AMD, INTC, GOOGL, PDYN

Jenny Horne and Alex Coffey discuss AKAM, ANF, TSLA, AMAT, SNOW, DDOG, PLTR, AAPL, GOOGL, and CMCSA.

AKAM, ANF, TSLA, AMAT, SNOW, DDOG, PLTR, AAPL, GOOGL, CMCSA

Jenny Horne and Kevin Green&nbsp;discuss&nbsp;NVDA, MRVL, TGT, LULU, JPM, JOBY.

NVDA, MRVL, TGT, LULU, JPM, JOBY

Alex Coffey and Jenny Horne&nbsp;discuss COST, SHAK, CAKE, DASH, MU, CVNA, and AUR

Title: COST, SHAK, CAKE, DASH, MU, CVNA, AUR

Scott Bauer kicks off Tuesday's coverage with his eyes on a few potential market-moving events this week. First, he's watching developments on the U.S./Iran talks as they continue, particularly the impact on the energy commodity space. Second, Scott notes the potential Supreme Court ruling on the Trump administration's tariffs coming at the end of the week. Scott adds that volatility could once again be the theme of the week. Lastly, Scott weighs in on moves in the metals space as Gold prices swing lower ahead of Tuesday's open.

Market Volatility: Theme of the Week?

Kevin Green says the Fed may focus more on March and April CPI data if the January numbers come in hot. However, he believes if the print comes in light and closer to the Cleveland Fed's estimates, a "risk on" mentality could return to the markets. KG races through earnings moves from Applied Materials (AMAT), Coinbase (COIN), and Arista Networks (ANET). For today's session, KG provides a wider range based off of the CPI data volatility potential. To the upside for the S&amp;P 500 (SPX), he's watching 6900 with downside support near 6700.

What a Hot CPI Print Could Mean for the Markets

Kevin Davitt believes the Nasdaq-100 is changing beneath traders’ noses. He makes the argument through the lens of Walmart (WMT). Kevin also walks through new offerings from the Nasdaq, with options expirations on Monday and Wednesday. He discusses the products that they can offer these options for, and the interest they’ve seen so far.

How the Nasdaq-100 Stays a Modern Litmus Test for Stocks

Tim Burklow is an “eternal optimist” but notes almost 280% appreciation in the S&amp;P 500 over the last six years. He breaks down the catalysts for the run up, including stimulus packages from the government and record low interest rates. “It’s usually at these moments that we start to see the possibility of a reset,” he argues. His major concern would be a “triggering event” that no one expects.

Reasons for Optimism & Concern in Markets

The U.S. House of Representatives took a first step to block tariffs on Canada. Kevin Green dissects the economic impact for border states and what it means for the White House's overall tariff policy. KG also recaps and examines the post-earnings moves for Cisco (CSCO) and Applovin (APP). For Thursday's trade, he still sees a "pretty wide range" with upside calls at the 7000 level and 6905 on the downside. KG underlines the moves in memory stocks and coal stocks as something to pay attention to today.

Canada Tariffs Override, CSCO & APP Earnings Movers

Kevin Green is back to break down a pair of movers in the semiconductor space. Onsemi (ON) shares are looking for direction after a mixed earnings report. Meanwhile, TSMC (TSM) executives say the White House's plans to relocate up to 40% of its supply chain to the U.S. is "impossible." KG later turns his attention to the Cboe Volatility index (VIX) as it continues a recent upward trend. He notes the $26 level as a potential one to watch that could "wash away some of the bulls." For Tuesday's trading range for the S&amp;P 500 (SPX), KG is looking at 7010 to the upside and 6915 to the downside.

TSM's 'Impossible' U.S. Supply Chain Plan, ON Earnings & Levels to Watch Today

The sustainability of Friday's bounce remains in question. Kevin Green suggests the S&amp;P 500 (SPX) is finding temporary support at its 100-day moving average, though elevated volatility and new sellers entering the market indicate a "dead cat bounce" remains a distinct possibility. On the earnings front, Amazon (AMZN) shares experienced volatility following its massive CapEx forecast of $200 billion by 2026. Later, KG examines the crypto space, as Bitcoin (BTC) attempts to defend critical support levels near $55,000. Kevin notes that while the asset has recently mirrored the price action of software stocks, it continues to show signs of decoupling from the broader U.S. equity market.

Technical Recovery Underway, AMZN AI Costs & Bitcoin Support Test

Kevin Green says unexpected China sales might have actually been a detriment to AMD (AMD) in its latest earnings report. "Stripping away" those figures he says AMD actually missed Street estimates, but he does underline strong demand for data centers and AI. Meanwhile, Supermicro (SMCI) saw its quarterly sales figures double and guidance suggests "sustained order shipments' with bigger customers such as Nvidia (NVDA). Enphase Energy (ENPH) is soaring after a beat and positive guidance. For Wednesday's session, KG says an elevated volatility index (VIX) is something to watch. He has 6980 to the upside and 6800 to the downside for levels to watch on the S&amp;P 500 (SPX).

Earnings Recap: AMD Slips, SMCI & ENPH Higher

As a partial government shutdown impacts economic data releases, Kevin Green says earnings will be "the primary focus" right now in the markets. KG and Diane King Hall react to one of biggest earnings movers so far this week: Palantir (PLTR). KG points to the company's revenue growth in both its commercial and government segments as a catalyst for the AI tech company. Later, the duo dissect the announced trade deal between U.S. and India before turning attention to the rebound in metals commodities. For Tuesday's session and levels to watch on the S&amp;P 500 (SPX), KG is watching a range between 7020 to the upside and 6950 to the downside.

PLTR Post-Earnings Pop, Gold and Silver Rebound

The pick is in! Pres. Trump announced his plans to nominate Kevin Warsh for the Federal Reserve Chair. Kevin Green provides context on the Warsh pick and provides some background information on his potentially hawkish credentials. On the earnings front, KG looks at the premarket move in Apple (AAPL) as the iPhone maker delivered a huge revenue beat in its 1Q print. However, he notes some investors questioning the margin story for the Mag 7 giant. KG adds his take on Sandisk (SNDK) as well as a sharp pullback in gold and silver headed into the weekend.

Trump Picks Warsh for Fed, AAPL Margins in Question

Tim Bohen is back with his Big 3, all of which have seen significant rallies over the last few months. He makes the case for continuing runs in Applied Materials (AMAT), SanDisk (SNDK), and RTX Corp. (RTX). Rick Ducat backs Tim's analysis with a glimpse into bearish and bullish trends in the stock charts.

The Big 3: AMAT, SNDK, RTX

Dan Deming sees the rotation trade continuing if markets can hold recent momentum this trading week. As for the Big 3, he sees a breakout candidate in Verizon (VZ), DexCom's (DXCM) potential to continue its recent upside momentum, and Applied Materials (AMAT) serving as a rising giant in the semiconductor trade. Dan offers example options trades for his Big 3 while Charles Schwab's Ben Watson takes investors through key levels for investors to watch.

The Big 3: VZ, DXCM, AMAT

"Slop fest" is how TheoTrade's Don Kaufman describes the current market environment, urging caution as the market finds its footing on Wednesday's session. As for today's Big 3, he tilts bearish on the SPDR S&amp;P 500 ETF (SPY) and NextEra Energy (NEE), though he's bullish on Nike (NKE). Don offers example options trade for his Big 3 while Rick Ducat highlights technical trends in the charts.

The Big 3: SPY, NKE, NEE

There are opportunities in the AI &amp; crypto trades investors may not be looking enough at, says Jessica Inskip. She turns to Applied Materials (AMAT) as a bullish indicator for the semiconductor industry, Citigroup (C) as a blockchain proxy, and Apple (AAPL) as her top stock idea of the year with its AI development tied to consumer trends. Rick Ducat backs Jessica's analysis with technical trends in the charts.

The Big 3: AMAT, C, AAPL

StocksToTrade's Tim Bohen is back for another round of Big 3 picks to close the trading week. He explains his "contrarian take" on Rivian (RIVN), why CSX Corp. (CSX) has room to run in the rail trade, and how Applied Materials (AMAT) offers an unsung tech opportunity. Rick Ducat backs Tim's analysis with an in-depth look into bearish and bullish stock trends to watch.

The Big 3: RIVN, CSX, AMAT

TheoTrade's Don Kaufman is hopping onto a bullish trend in UPS Inc. (UPS) but leans away from "stretched" moves in Lululemon (LULU) and Toll Brothers (TOL). He offers example options trades backing his analysis on Wednesday's Big 3. Rick Ducat turns to bearish and bullish trends in all three stocks.

The Big 3: LULU, UPS, TOL

The "Fibonacci Princess" returns to the Big 3. Tammy Marshall with Elliott Wave Trader highlights tech options trades she likes in Micron (MU), Nvidia (NVDA), and D-Wave Quantum (QBTS). Rick Ducat backs Tammy's analysis by highlighting bearish and bullish trends in the charts.

The Big 3: MU, NVDA, QBTS

Prosper Trading Academy's Scott Bauer believes markets will largely trade sideways into Wednesday's jobs print, though he sees trading opportunities to start the week. He points to an "inexpensive" options play in Pinterest (PINS), Micron's (MU) "buy the dip mode," and Valero Energy's (VLO) downside potential as moves to watch. Scott takes investors through his Big 3 example options trades while Rick Ducat dives into the bearish and bullish trends backing Scott's analysis.

The Big 3: PINS, MU, VLO

Tim Bohen remains bullish on AI's long-term outlook despite this week's short-term volatility. He highlights that potential in this week's Big 3 through Bloom Energy (BE), Walmart (WMT), and XPO Inc. (XPO). Rick Ducat takes investors through the key metrics to mind in all three stocks.

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