Schwab Network

Tiffany McGhee believes markets are currently in a good spot with earnings strength and policy changes offering reprieve from volatility. She likes the AI "picks and shovels" stocks she sees offering real returns from CapEx. Microsoft (MSFT) is one name Tiffany points to as Azure cloud growth shows no sign of slowing down. She also considers Caterpillar (CAT) and Schneider Electric strong companies tied to AI infrastructure.

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Charles Schwab's Ben Watson offers technical analysis of Akamai (AKAM) as the stock struggles to move back to all-time highs it hit in May. However, he points to growing support forming at current levels and zooms out to the one-year chart to show where he sees bulls finding their footing.

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As investors continue to digest Wednesday's CPI print, Thursday's PPI will show whether the trend the former set will continue. Tom White offers his takeaways from the CPI print and ways PPI will confirm or push back the inflation cooling narrative. He turns to earnings movers in Cisco (CSCO) as the stock pulls back on a stronger-than-expected report. Cerebras (CBRS) sold off sharply after its second earnings report since the IPO.

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Tech's back in favor Wednesday with Super Micro (SMCI), CoreWeave (CRWV), and Nebius (NBIS) all signaling continuing strength in the AI trade. Sam Vadas takes investors through the key metrics behind the reports.

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Sam Vadas takes investors through her top takeaways of the session by focusing on international movers, from record profits in the Norway Sovereign Wealth Fund to Tencent's post-earning sell-off.

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Aeluma (ALMU) CEO Jonathan Klamkin discusses the company's compound semiconductor technology and its role in supporting the AI data center buildout. He explains how Aeluma manufactures components such as lasers and photodetectors on silicon substrates, helping address supply chain challenges. Klamkin also highlights the technology's potential impact on U.S. manufacturing and national security.

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Root Inc. (ROOT) CEO Alex Timm discusses the company's profitable quarter, strong growth and expanding national footprint. He explains how Root's AI-driven underwriting and claims data help deliver more accurate pricing and create a competitive advantage. Timm also highlights the company's embedded insurance strategy, industry partnerships and the evolving role of AI in how consumers shop for insurance.

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Charles Schwab's Adam Lynch returns to this week's Crypto Corner to address what the July CPI report means for cryptocurrencies. He dials back on his previous comment that the "Clarity Act is pretty much dead" as rumblings in Congress start to signal otherwise. Adam then turns to his latest technical analysis on Bitcoin and Ethereum.

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Ali Meli examines the latest CPI report and explains why markets remain skeptical of the Fed's inflation-fighting efforts. He discusses rising yields, the Fed's balance sheet strategy and the outlook for inflation. Meli also breaks down Nvidia's (NVDA) residual value guarantee program and how it could make AI infrastructure more accessible to customers.

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Charles Schwab's Kevin Horner examines the S&P 500's sideways action and explains why it remains a bullish signal near all-time highs. He highlights key moving averages investors should watch and discusses the technical trends in AXT Inc. (AXTI). Horner also breaks down Tesla's (TSLA) bearish setup, pointing to weak momentum, low-volume gains and a potential bear flag pattern.

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