Schwab Network

Liz Ann Sonders with Charles Schwab explains what she calls a "rotating concentration" in tech, pointing out that investors are pouring out of the Mag 7 and into other rising tech giants like Micron (MU). On the "great chip dip" in AI semiconductor names like Nvidia (NVDA), Liz Ann talks about the various factors she sees eating into price action of it and related stocks.

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Brian McCarthy argues the Fed should avoid further rate hikes, pointing to a sharply flattening yield curve and a stronger U.S. dollar as signs of tightening financial conditions. He warns that another 75 basis points in rate hikes could trigger negative feedback loops in earnings and credit spreads, especially as AI-driven CapEx demands capital. Brian says the Fed should step back and let the AI investment cycle play out rather than risk broader economic damage.

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James Demmert discusses the technology sector, how oil prices are influencing investor sentiment, and whether the rally can broaden beyond tech. He also offers his takeaways from Micron's (MU) earnings and what it signals for the market as the report reinforces demand for AI.

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Sam Vadas takes us through this morning’s biggest movers at the opening bell. She highlights Darden Restaurants (DRI) after the company reported a jump in fourth quarter sales, CoreWeave's (CRWV) new bull in Rosenblatt, and a downgrade in Affirm (AFRM) after Morgan Stanley downgraded the stock to equal weight from overweight.

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Akash Palkhiwala, CFO and COO of Qualcomm (QCOM), talks about how the company's AI data center pivot serves as a key inflection point. Qualcomm named Meta Platforms (META) and Microsoft (MSFT) as early customers in the AI infrastructure buildout. Akash believes the company is primed to take significant market share in what he calls a "trillion-dollar market." He adds how Qualcomm's deeper push into the AI buildout affects its legacy businesses like devices and automotive.

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Kevin Hincks takes investors through the slew of economic data this morning, which showed a 4.1% uptick year-over-year on the headline number. Also on his docket: GDP, durable goods orders, and jobless claims. Kevin explains how he sees all of this data playing into the Fed's interest rate expectations. He then turns to the FOMC's bank "stress test."

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Shares of Tesla (TSLA) have been largely rangebound for the past year as investors weigh current fundamentals to future prospects. Rick Ducat outlines the stock's "bumpy road" along with key support and resistance areas to watch. He then turns to an example options trade for Tesla.

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Strive's chief risk officer, Jeff Walton, is still "incredibly constructive" on Bitcoin even as the cryptocurrency remains 50% below its all-time high. He says markets experiencing a "much different capital environment" has contributed to the downside and believes Bitcoin is a buy at current levels. Jeff then talks about the company's SATA listed security and how it aims to generate dividends for investors.

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Ben Watson of Charles Schwab says the biggest technical concern he sees in Amazon's (AMZN) stock is the lack of strength, both to the upside and downside, in recent moves. He uses the short-term price action as an example. However, Ben sees potential for a bounce as a descending wedge forms in the one-year chart.

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Spreetail's Owen Carr sees strength persisting in ecommerce despite the U.S.-Iran war pinning pressure on American wallets. He turns to the Amazon (AMZN) Prime Day trends to explains how it, along with big box retailers like Walmart (WMT) and Target (TGT), stack up in the retail space.

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