Schwab Network

Patrick Mueller discusses the market's shift away from the Mag 7 and into small- and mid-cap stocks, while examining whether the AI infrastructure boom can remain sustainable without stronger cash-flow generation. He also highlights opportunities tied to U.S. manufacturing, reshoring, energy, and infrastructure, arguing these themes could be among the biggest long-term beneficiaries of the AI buildout.

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Seagate (STX) shares moved slightly higher after Wells Fargo upgraded the stock. Alex Coffey talks about the analyst note, which also includes a price target hike for Western Digital (WDC). Dan Deming then offers an example options trade for Seagate.

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Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D

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Clint Henderson says Delta Air Lines (DAL) says the company's premium demand has "more than made up" for a reduction of passengers in the back cabins as air fare prices grow. He outlines the airline's earnings and points to rising costs as a tentative long-term headwind. Tom White offers an example options trade for Delta.

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Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D

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Charles Schwab's Collin Martin talks about the recent rise in yields, which he attributes to geopolitical volatility around the Strait of Hormuz and crude oil. While he says oil "is something to watch," he expects the Fed to remain in an interest rate holding pattern for now. Collin also touches on the "lukewarm" reaction to Amazon's (AMZN) $25 billion bond offering.

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Michael Green argues that economic growth is slowing beneath the surface, despite data that suggests otherwise. He points to weakening indicators and questions the reliability of key economic data used by policymakers and investors. Green also explores the growing debate over how multinational corporations structure and tax profits generated from AI.

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Sheraz Mian previews a potentially strong Q2 earnings season for banks, driven by healthy consumer banking activity, trading revenues, and improving loan demand. He also examines slowing delinquency growth and highlights why sectors such as energy, transports, autos, medical, and consumer discretionary may face a tougher earnings outlook.

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Seagate (STX) gets an upgrade and Western Digital (WDC) sees a price target hike from Wells Fargo. Diane King Hall explains how it signals a continuing trend in analyst optimism as SK Hynix readies its debut on the Nasdaq Friday. She also notes an upgrade in Shopify (SHOP) from Stifel and a rally in Circle (CRCL) shares after the U.S. approved a new crypto bank for the company.

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SK Hynix's debut on the Nasdaq as an ADR makes it "different" from a usual IPO, says Kevin Hincks, who tells investors to brace for a volatile U.S. opening for the South Korean tech giant. It comes as the AI memory trade remains red-hot, seen in stocks like Micron (MU) and SanDisk (SNDK). Kevin also touches on comments from the IEA that world oil demand will see its first annual decline since 2020.

======== Schwab Network ========

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The Dow Jones Industrial Average closed above 53,000 for the first time this week but pulled back in the following sessions. Glenn Dorsey believes the metric still shows stock momentum remains strong. He discusses the economic outlook, earnings season, small-cap growth opportunities, the Fed's next moves, and what lies ahead for the Mag 7.

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Citigroup sees Toll Brothers (TOL) outperforming in a K-shaped housing recovery, with the firm issuing an upgrade for the company. Rick Ducat shows that Toll Brothers has outperformed its peers and breaks down the volatile trading action seen in recent weeks. He then offers an example options trade for the homebuilder stock.

======== Schwab Network ========

Empowering every investor and trader, every market day.

Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D

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