Schwab Network

Eli Lilly (LLY) is gaining speed in capturing the GLP-1 craze as Novo (NVO) continues to struggle in catching a bullish bid. Meanwhile, the U.S.-China summit begins with President Trump and China President Xi Jinping poised to meet on Thursday. Sam Vadas takes investors through her top takeaways to start the trading week.

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Shawn Snyder sees AI CapEx spending normalizing from hyper growth to a more sustainable pace, with Meta Platform's (META) Muse AI agent showing the industry can monetize its investment. He highlights a strong correlation between oil prices and Treasury yields as a key market driver, and watches whether retail gas and diesel prices will sway the midterm election. Snyder expects the Fed to hike once more while noting the consumer remains resilient with spending tracking 3.5 to 4% annualized in the third quarter.

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Ryan Detrick sees a surprise September rally pushing the S&P 500 (SPX) toward new highs after weeks of consolidation, with the Roundhill Magnificent Seven ETF (MAGS) nearing all-time highs and large cap tech staging a real comeback. He argues the Fed isn't as hawkish as the market fears, taking the under on rate hikes, and expects October and November to be historically strong in a midterm year. Detrick remains overweight equities and technology, while diversifying with Bitcoin, gold, and managed futures in an inflationary growth environment where bonds won't do as well.

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Strive CEO Matt Cole says the bottom for Bitcoin is in, "but make no mistake," there will be volatility on the road back to all-time highs and beyond. He makes the case the cryptocurrency will achieve 50% compound annual growth rate per year now through 2030. Matt offers more insight into his bull case by talking about dynamics in the U.S. dollar and AI play in the crypto space. As for interest rates, he makes a contrarian argument that rate hikes will benefit Bitcoin.

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Josh Olszewicz breaks down the TRXS ETF, which looks beyond Bitcoin and Ethereum to digital assets like the Tron network that power stablecoin transactions globally. He highlights Tron's dominance in Tether circulation and expects stablecoin growth to continue as crypto liquidity returns. Olszewicz also sees lesser-known networks like Solana and Litecoin poised to shine with the rise of tokenization and real-world assets on chain.

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Charles Schwab's Kevin Horner sees the S&P 500 (SPX) pushing toward new highs, with 7,820 as the key level to clear before targeting 7,890 and 8,000. He highlights KLA Corp (KLAC) as a semiconductor name finding support at its 200-day moving average with a potential rebound to 192. Horner also likes Nvidia (NVDA), which has broken its downtrend, consolidated, and is now challenging 235 as it nears record highs.

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Five days following the Fed's decision to raise interest rates by 25 bps, Stephen Biggar believes that Fed Chair Kevin Warsh's hawkish tone is a signal for a steeper hike cycle. That said, he remains bullish on big banks and lists JPMorgan Chase (JPM), Morgan Stanley (MS), and Goldman Sachs (GS) as stock picks. Dory Wiley argues Warsh "had no choice" but to hike rates and makes the case this decision is different compared to the trading environment seen in 2022. However, Dory thinks banks will face some pressure.

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Paul Meeks sees IBM Corp. (IBM) as a potential quantum computing leader, but warns that payoff may be years away and its AI story is net neutral at best. He prefers AI infrastructure plays like neocloud CoreWeave (CRWV) and AI co-location company Applied Digital (APLD), expecting data center spending to stay hot through the end of the decade. Meeks remains skeptical of legacy enterprise software names, arguing most will be hurt by AI disintermediation more than they benefit, with Microsoft (MSFT) and Azure a notable exception.

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"This latest move up today shows there is additional blue sky" for AI chips, says Futurum's Brendan Burke. Even after Anthropic and OpenAI leaders expressed concerns of AI developing too fast, he believes the AI trade will not slow down. Micron (MU), SanDisk (SNDK), and other AI memory names surged as memory chip shortages presented a strong bottleneck, though Brendan points to energy as the next bottleneck to watch.

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LikeFolio's Landon Swan sees strong consumer demand for TJX (TJX) and off-price retail as shoppers trade down and embrace the treasure hunt at TJ Maxx and Marshalls. He argues the stock's recent stumble came down to execution, not demand, leaving shares looking undervalued. Swan points to Ross Stores (ROST) as the leader on pure demand tailwinds, while noting a fickle retail environment where even iconic brands like Nike (NKE) and Lululemon (LULU) can't take success for granted.

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