Schwab Network

Sydney Armani, CEO of AI Fintech World Group, discusses Nvidia (NVDA) continuing its climb after a stellar earnings report, with 2028 revenue projections soaring and its dominance in data center code and software cementing its leadership. Beyond Nvidia, emerging opportunities are drawing attention, including the space economy's focus on orbital data centers and satellite communication, where data infrastructure offers the real opportunity. The discussion also extends to AI in healthcare, with Moderna (MRNA) highlighted for its advances in drug discovery and cancer vaccines.

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Clinton Sparks, founder and CEO of Global Gaming League, discusses how his experience in the center of entertainment revolutions has led him to focus on staying ahead of trends. In music, Clinton as gone from selling mixtapes out of his car trunk to earning a Grammy nomination for Lady Gaga's "Born This Way." He highlights how his entrepreneurial mindset in the entertainment space has guided him toward a new trend he sees growing: esports and gaming.

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Michael Monaghan will watch for the ongoing health of the AI trade in company earnings like Dell Technologies (DELL), Oracle (ORCL), and ZScaler (ZS). Starting with Dell, he discusses why the company's AI server revenue surge is sustainable long-term. Michael adds that Oracle will show substantial ROI so long as the AI data center buildout continues as planned. Cybersecurity's growing needs in AI acceleration is one key factor he sees lifting ZScaler.

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Saying Nvidia (NVDA) beat earnings last week "is a very serious understatement," says Ted Thatcher, who remains confident that the Mag 7 giant continues to serve as the tentpole to the AI trade. That said, "kinetic" macro headwinds in the U.S.-Iran war is something Ted sees as a lasting headwind, though he has contradictory views on interest rates and the U.S. consumer. Ted then turns to his bull cases in Meta Platforms (META), Micron (MU), and SpaceX (SPCX).

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The S&P 500 (SPX) has support around 7,676–7,620, says Rachel Dashiell of Charles Schwab, though she notes that an extreme correlation between the U.S. Dollar and equities suggests a potential turning point. Meanwhile, Rachel says Figma (FIG) formed a constructive five-month double bottom with strong upside potential, while Zscaler's (ZS) double bottom suggests a bullish resurgence in the cybersecurity stock.

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Carter Braxton Worth, CEO of Worth Charting, explains the strategy behind the Worth Charting Options Income ETF (WRTH), which never owns stocks and instead sells strangles to profit from options premium decay. He targets stocks that have made big directional moves followed by consolidation, while avoiding volatile sectors like biotech and small-caps and carefully sidestepping earnings-related risks.

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"Kevin Warsh came in with an agenda of change" that faces a heap of headwinds, says Axel Merk. He breaks down the key points from the new Fed Chair's Jackson Hole speech last week and what it means for equities and commodities. Turning to the bond market, Axel calls the U.S. Treasury's bond buyback plan a "political" move that conflicts with Warsh's plans for the FOMC. He highlights how the August jobs report can create further confusion when it comes to interest rates.

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Dell Technologies (DELL) has learned from Nvidia (NVDA) in its data center buildout, says Don Gentile. He explains how Dell uses its knowledge, old and new, in creating a full AI stack. Efficiency and profitability will come down to how Dell maintains margins, says Don. On the general AI trade, he talks about difficulties in companies maintaining backlogs without diminishing quality.

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Chris McMahon sees a broadening market rally driven by strong S&P 500 (SPX) earnings, calling it a "stock picker's market" with opportunities beyond tech. With a reduced tech allocation, he spotlights CrowdStrike (CRWD) for cybersecurity leadership, Deere (DE) for an agricultural equipment super-cycle, and Eli Lilly (LLY) for continued GLP-1 growth.

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Palo Alto Networks (PANW) has a strong revenue picture but faces a highly competitive cybersecurity space, says Ron Westfall. He makes the case that platformization of cybersecurity services is the crux behind both the pros and cons to Palo Alto's future momentum as competitors create a similar business model.

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