Schwab Network

Mary Jane Matts of North Square Investments explains how the North Square Disciplined Value ETF (NSIV) identifies undervalued large-cap companies through fundamental analysis rather than simply targeting cheap stocks. She discusses the growing role of mega-cap tech names like Apple (AAPL) and Microsoft (MSFT) in value indices, highlights opportunities in financials, and shares an optimistic market outlook supported by strong earnings.

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SK Hynix is set to make its U.S. IPO Friday, and Evan Scholssman expects rampant demand for the debut as AI memory supply constraints remain in focus. He explains how the company fits into the greater AI trade alongside chipmakers like Nvidia (NVDA) and AMD Inc. (AMD). Brendan Burke offers his insights into the AI memory space and weighs whether SK Hynix can become a leader in the industry. He believes the South Korean tech firm will face competition headwinds, even from companies still emerging in the space.

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With AI spending in Amazon (AMZN), Alphabet (GOOGL), Microsoft (MSFT), and Meta Platforms (META) not showing any signs of slowdown, Melissa Otto makes the case that there's much more room for the AI trade to run. One of the biggest beneficiaries she sees from the boom: AMD Inc. (AMD). Melissa expects upward revisions in data center revenue in AMD's earnings early next month. Competition from Nvidia (NVDA) and other chipmakers pose a challenge to AMD, though Melissa isn't too concerned.

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Charles Schwab's Adam Lynch argues that Bitcoin’s recent rally is more of a relief bounce driven by softer jobs data and easing macro fears than a lasting trend reversal. He discusses Michael Saylor’s latest Bitcoin sale, the challenges facing U.S. crypto legislation, and why Hyperliquid’s HYPE token has emerged as one of the sector’s standout success stories.

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VanEck’s David Schassler argues that markets are transitioning from a focus on efficiency to one centered on resilience, creating opportunities in commodities, energy, metals, and other scarce assets. He explains why gold, natural resources, and infrastructure investments could benefit from structurally higher inflation and growing demand from technologies like AI.

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LikeFolio’s Megan Brantley examines consumer sentiment trends ahead of Delta Air Lines’ (DAL) earnings, noting that demand and DAL’s stock have moved in tandem. She highlights strong growth in premium and business travel, which has helped Delta and United Airlines (UAL) gain an edge over competitors, while remaining cautiously bullish given Delta’s nearly 80% stock gain over the past year.

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Jenna Stauffer and Suzanne Miller examine the growing divide in the U.S. housing market, where luxury home sales are benefiting from stock market gains, AI-driven wealth creation, and cryptocurrency profits while affordability challenges weigh on the broader market. They discuss why Louisville and Indianapolis stand out and what inventory levels, interest rates, employment trends, and consumer confidence could mean for housing going forward.

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For today's Big 3, Dan Deming turns to three stocks he sees fitting the theme of a broadening market as investors rotate out of AI and offer strength for other sectors. He explains why he sees opportunities in UnitedHealth (UNH), Coca-Cola (KO), and Johnson & Johnson (JNJ). Dan offers example options trades for his picks while Rick Ducat highlights ley support and resistance levels to watch in the stock charts.

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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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Jason Kim, CEO of Firefly Aerospace (FLY), explains how the company has become involved with NASA's SkyFall mission that serves as a stepping stone to put humans on Mars. He talks about why this partnership and other contracts serve as strategic moves for Firefly as competitors like SpaceX (SPCX), Rocket Lab (RKLB) and AST Spacemobile (ASTS) make their mark in the space race.

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Suzanne Porske examines the three themes that shaped the first half of the year—SI, interest rates, and the search for quality companies. She explains how the ongoing wealth transfer from baby boomers is creating opportunities in infrastructure, energy, banking, and healthcare, while emphasizing diversification, estate planning, and long-term financial security.

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