Schwab Network

Michael Boyd explains why Delta Air Lines (DAL) continues to outperform, driven by strong demand for premium travel and industry-leading customer service. He also highlights Delta’s 17% year-over-year debt reduction and discusses the challenges facing budget airlines.

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Eric Parnell and Brian Jacobsen examine the latest inflation outlook, including the impact of oil prices and persistent services inflation. They also discuss how AI-driven productivity gains could help ease price pressures and why the Fed is likely to remain patient on rate cuts.

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Kevin Horner of Charles Schwab highlights key technical levels for the S&P 500 (SPX) as the index approaches all-time highs. He also points to bullish breakout setups in Gilead (GILD) and Motorola Solutions (MSI), with both stocks showing signs of new uptrends.

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Andrew Graham doesn't see fatigue hitting the AI space. He believes the issue investors have is a "performance gap" between hyperscalers and semiconductors. Andrew expects Alphabet (GOOGL) to be the strongest of the hyperscaler group due to its full exposure to the AI stack. As for the AI chipmakers, his number one pick is Broadcom (AVGO) due to its "overlooked" nature and custom silicon capabilities. He also talks about token pricing effects from a tentative cooldown.

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Jay Hatfield expects falling oil prices to drive inflation lower and open the door for multiple Fed rate cuts. He also sees the AI trade broadening beyond chipmakers, helping fuel a wider market rally and supporting his bullish S&P 500 target of 9,000.

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Clint Sorenson says his firm is learning how to use "mega trends" and applying them to investor portfolios. He talks about themes he sees in deglobalization, AI, and fiscal dominance to add color to the current investment picture. SpaceX (SPCX) is one firm Clint sees as a strong, vertically-integrated AI company. He holds a similar thesis for Apple (AAPL), along with Eli Lilly (LLY) in the healthcare space.

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Affirm (AFRM) continues to lead the buy now, pay later space, with web visits rising nearly 50% year over year as adoption accelerates across major e-commerce platforms. Andy Swan of LikeFolio explains how BNPL has evolved from a niche concept into a mainstream payment option, offering consumers a more structured and transparent alternative to traditional credit.

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"The nerd in me loves this company," says Keith Snyder regarding SpaceX (SPCX), though he's cautious as an analyst. He says the company's current growth projections don't match the current valuation, calling it an "Elon Musk premium." Scott Trabucco makes the case that SpaceX can justify its valuation with its businesses from Starlink to Cursor exhibiting growth potential. However, he notes retail interest is slowing down.

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Teradata (TDC) CIO Josh Fecteau says AI investments show "no signs" of spending slowdown, though the gap between AI spending and ROI continues to widen. Josh offers his insights into how enterprise AI fits into the spending picture and how businesses aim to close that existing gap. He adds that agentic AI has slowed at the enterprise level, a hurdle he sees lasting for some time.

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AI continues to be top of mind for traders as SK Hynix sets its U.S. trading debut on the Nasdaq via ADR. StocksToTrade's Tim Bohen turns to Micron (MU) as an opportunity in the AI memory space after a recent pullback in shares. Nvidia (NVDA) and its gargantuan hardware, backed by its recent pullback, makes current prices compelling to Tim. He also likes Bank of America (BAC) as a less volatile financial stock with a healthy balance sheet. Rick Ducat backs all of Tim's analysis with a closer look into key support and resistance levels.

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