Schwab Network

Christopher Davis balances near-term concerns over surging oil and diesel prices with long-term optimism for artificial intelligence. He identifies Morningstar (MORN) and Marzetti (MZTI) as compelling investment opportunities and weighs the potential for Fed rate hikes amid rising inflationary pressures.

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"Escalation is the word of the day" after the U.S. hit five Iranian oil tankers near the Strait of Hormuz. Kevin Hincks points to crude oil's steady rise near $96 Wednesday morning as the key metric to watch, a level not seen since early June. This, as U.S. Treasury secretary Scott Bessent readies a tentative buyback announcement for some bonds. Kevin also touches on Apple (AAPL) and its "Surprise and Shine" event expected to focus on iPhone 18 and iPhone Duo among other products.

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Tariff tantrums and general weakness in the clothing retailer space have constricted shares in American Eagle Outfitters (AEO) throughout most of 2026. Rick Ducat highlights the key support and resistance levels to watch in the stock chart, including what he calls the "ultimate line in the sand" for support that will signal further downside action if broken. He also dresses up an example options trade for American Eagle.

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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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Yotam Segev, CEO of Cyera, explains where he sees his company in a booming cybersecurity industry hinging on AI's evolution. He discusses how Meta Platforms (META) launching Muse AI demonstrates the differences between using the technology on a consumer level versus an enterprise scale. Yotam turns to whether or not he believes there needs to be more guardrails in the cybersecurity space.

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A subdued VIX and a still-strong call-buying mentality in options suggest that seasonal September weakness won't come as much into play this year, says Cameron Dawson. Even if there is a notable pullback, Cameron sees it as a buying opportunity. She points to earnings growth curbing S&P 500 (SPX) valuations as a key signal that the stock market remains resilient even as crude oil and Treasury yields rise. Speaking on oil, Cameron notes that while crude is off its 2026 highs, diesel is at an all-time high, something she sees hitting U.S. consumers.

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Rachel Dashiell of Charles Schwab says shares of Dell Technologies (DELL) will likely "come back and kiss support" after a sharp post-earnings rally. She takes investors through the 20-day and one-year stock charts in Dell to show why bears have a chance to claw into recent momentum.

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Crude oil hit $95 for the first time in three months as overnight strikes on Iranian oil tankers from U.S. forces demonstrates longevity in the U.S.-Iran war. Kevin Green details what he believes will happen with oil prices and tells investors to brace for further volatility. He turns to equities by discussing Meta Platforms (META) and its new Muse personal AI agent, the announcement of which ignited a rally in the stock. Also on KG's radar: Apple (AAPL) and its "Surprise and Shine" event later today.

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Qualcomm (QCOM) surged after inking a new deal with Amazon (AMZN) — as did Corning (GLW) when it reached a new partnership with Verizon (VZ). Novartis (NVS) shares sold off when its phase 3 trial results of a key drug showed no significant results. Marley Kayden has more on the session's top stories.

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HSBC raised its target for the S&P 500 (SPX), though stocks face a challenging macro environment seen during Labor Day weekend and all-time high national average gas prices. Marley Kayden takes investors through her top takeaways for Tuesday.

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Jed Ellerbroek points to Nvidia (NVDA), Broadcom (AVGO), Eaton (ETN), and Applied Materials (AMAT) as beneficiaries of the ongoing AI infrastructure build-out. He also sees accelerating revenue growth and appealing valuations in cloud computing names like Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOGL).

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