Schwab Network

Joanne Bianco discusses volatility in the market ahead of the Fed’s rate decision and fixed income’s dual roles. She says fixed income is competing with stocks now as it creates great amounts of opportunity. Joanne also shares her expectations for tomorrow’s rate decision and the Fed’s path forward.

Boeing's (BA) mixed earnings showed enough green lights for investors to send shares higher on Tuesday's session. Morningstar Wealth's Nicolas Owens says one of the key questions lies in a key customer and a tentative setback of orders. However, he still sees the stock as one flying under fair value. Ben Tsocanos believes the aerospace giant's turnaround story continues to gain altitude on what he calls a "pretty solid quarter." He points to Boeing's backlog offering muscle to future earnings. 

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Nitin Sacheti talks about the state of the AI trade as the buildout accelerates. He focuses on small-cap companies tied to AI infrastructure and discusses what to watch in today’s earnings for the firm. Nitin also touches on the next phase of the AI investment cycle and separates winners from the rest of the tech crowd.

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Ryan Detrick talks about the "awfully strong" earnings season Wall Street has seen so far and points out opportunities for a market-wide rebound since sliding from all-time highs in early June. Financials and healthcare are two sectors in particular he sees "taking the baton" from tech. Ryan turns to the Fed and why he expects to see an interest rate pause for July and a rate hike for September. 

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Peter McNally and Eric Clark talk about PayPal (PYPL) earnings that show signs of its turnaround plan taking shape. Eric says the bigger picture for PayPal is challenged but the tentative $53 billion Stripe and Advent deal will be better for the company. Peter adds that expectation for previous earnings were low, offering more room for bull to run in Tuesday's session.

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Dave Altavilla recaps AMD Inc.'s (AMD) Advancing AI 2026 conference and his biggest takeaways on the event. He argues AMD's Helios rack offers "all the pieces" to compete with Nvidia (NVDA) as CEO Lisa Su sets her sights on creating a full AI platform. With the company reporting earnings next week, Dave tells investors to watch CPU revenue as it may set a foundation for Helios and argues there's lots of opportunity for AMD to eat into Nvidia's market share. 

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Jessica Inskip (@jessicainskip) has her sights entirely on the Mag 7 for today's Big 3. She highlights Apple (AAPL) and its product suite as a key growth driver in macroeconomic uncertainty, Meta Platforms (META) as a major breakout candidate following months of consolidation, and Nvidia (NVDA) as it expands AI capabilities. Ben Watson of @CharlesSchwab takes us through the technicals in the stock charts.

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"I would not jump to the alarm bell" when it comes to the AI trade's substantial selling action, says Ted Thatcher, pointing to Alphabet (GOOGL) as a bellwether for the Mag 7 in AI spending and ROI. He expects Microsoft (MSFT), Meta Platforms (META), and Amazon (AMZN) to all raise CapEx for 2026 but also sees these Big Tech giants benefitting from it long-term. Ted turns to how open source AI models like Kimi are changing the way investors see CapEx.

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Emily Roland considers the current earnings season a phenomenal one that's being overshadowed by CapEx figures from Mag 7 companies. She says Alphabet (GOOGL), Microsoft (MSFT), Meta Platforms (META) and Amazon (AMZN) need to prove that all their AI spending is offering substantial ROI. As investors continue to digest all the AI volatility, Emily offers ways to diversify your portfolio while still keeping it tied to tech themes. She turns to the Fed and offers her reasoning as to why the committee can hold interest rates.

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David Waddell discusses his outlook expectations for the back half of 2026 and why he sees it being choppy. He says while the economy and inflation are okay, we’re distracted by the AI bubble and advises investors to stay away for now. David predicts the Fed meeting tomorrow will be a “very spectacular non-event” with more news to come in September and touches on the biggest risks facing markets right now. 

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