Schwab Network

Marley Kayden talks about Microsoft’s (MSFT) expanded AI partnership with AMD Inc. (AMD), Alphabet’s (GOOGL) reported development of a custom AI server chip for Gemini, and Alibaba’s (BABA) launch of its new Qwen 3.8 Mx AI model.

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Marley Kayden discusses Iran signaling a potential willingness to return to negotiations, a development that could reopen diplomatic talks if momentum continues. She also talks about the legal snag facing the proposed Paramount Skydance (PSKY)-Warner Bros Discovery (WBD) merger and what it could mean for the deal moving forward.

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Brendan Burke discusses the semiconductor space and his expectations for second quarter chip earnings. He talks about the importance of hyperscaler CapEx to the chip trade and says the market can grow at a high level in 2027 with the bottlenecks that are still in place in the market. Brendan also touches on what to watch for in Alphabet’s (GOOGL) report.

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Cory Johnson, chief market strategist at Epistrophy Capital Research, analyzes SpaceX’s business model and revenue streams, examines the company’s AI capabilities compared to its competition and previews the upcoming OpenAI and Anthropic IPOs. Cory also takes a closer look at the impact Elon Musk has on his companies and what that means for the stock price.

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Brian Jacobsen examines how strong corporate earnings continue to support the market but warns that lofty expectations leave little room for disappointment. He discusses the importance of forward guidance, opportunities in industrials, healthcare, and banks, and why inflation trends could keep the Fed on hold despite concerns over gasoline prices.

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Audrey Symes discusses the growing divide between strong and weak performers in private credit as duration risk, slower economic growth, and geopolitical uncertainty pressure the market. She also explores how AI is changing software economics and why investors should focus on diversification and portfolio-level risk management.

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YieldMax's Mike Khouw breaks down how the firm's options-income ETFs use call spreads to generate income while maintaining exposure to a stock's upside potential. He discusses the role of volatility in the strategy, the appeal of weekly distributions, and growing investor interest in single-stock ETFs tied to names like Nvidia (NVDA), Tesla (TSLA), and SK Hynix (SKHY).

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John Freeman and Kai Wu talk about the state of the AI trade. They touch on their expectations for earnings season, how they predict AI companies will be scrutinized, and why memory storage demand will grow in the coming years. John discusses the risks he believes are being presented to the software sector. Kai adds that as AI develops further coding abilities, many companies could be looking at trouble.

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Charles Schwab's Rachel Dashiell explains how the S&P 500's (SPX) consolidation near its 50-day moving average has been supported by improving market breadth and healthy sector rotation. She also highlights bullish technical setups in Nvidia (NVDA) and Alphabet (GOOGL), noting that breakouts in both megacap tech names could help power the next leg higher for the broader market.

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Steven Dickens doesn't see Alibaba's (BABA) new LLM or any other Chinese innovation in the space as a headwind for the U.S. While the models are cheaper than counterparts, he doesn't expect commercial businesses to face strong competitive pressures. Additionally, Steven sees the hyperscalers still prevailing as the ultimate winners of the AI race due to their role as "toll booths" in the trade.

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