Schwab Network

"Qualcomm (QCOM) was an AI company before it was cool," says Olivier Blanchard, pointing to subtle ways the company has advanced its tech standing that markets missed. Now, he sees data center growth as the platform to Qualcomm's next leg higher. Olivier explains how the company fits with the transition of training AI models while maintaining its legacy automotive business.

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Tom Essaye breaks down why FedEx (FDX) fell despite a double beat, pointing to a slight miss on operating margins. He highlights the ongoing shift at FedEx and UPS Inc. (UPS) toward higher-margin deliveries in sectors like healthcare and aerospace. Essaye notes demand remains strong, with analysts maintaining confidence in FedEx’s long-term growth.

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Futurum's Brendan Burke sees stronger growth for Micron (MU) that investors aren't pricing in. He believes revenue from data center will exceed expectations and points to Micron's "full stack" technology as a long-term benefit. Brendan also expects DRAM and NAND demand to accelerate further as hyperscaler and Anthropic partnerships move into the next stages.

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Landon Swan of LikeFolio breaks down Darden Restaurants (DRI), pointing to Olive Garden as a value play and LongHorn Steakhouse as the key growth driver. He highlights strong demand and steady dividends but warns the stock’s proximity to all-time highs could reflect elevated expectations. Swan also flags margin pressure from beef prices and how the K-shaped economy is impacting different parts of the restaurant industry.

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Katie Hubbard and Erin Sykes break down why affordability remains the key issue in housing. While mortgage demand rises and pending home sales hit a six-month high, new home sales show a significant miss compared to Wall Street estimates. They highlight Lennar (LEN)’s focus on more affordable homes and KB Home (KBH)’s surge after its mixed earnings. They also explain why faster permitting and fewer regulations could have a bigger impact on costs than Fed rate cuts.

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Sheraz Mian of Zacks Investment Research breaks down why the U.S. economy and earnings outlook remain resilient, with more than a third of S&P 500 profits coming from tech. He points to Nvidia (NVDA) and Micron (MU) as key drivers, accounting for roughly half of this year’s growth. He also covers how shifting oil prices are affecting energy estimates and what AI-driven capital spending means for the broader market.

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As CME Group (CME) experiences a substantial sell-off dragging shares to 52-week lows, TheoTrade's Don Kaufman sees a "rip your face off" rally occurring once bullish momentum grips the stock. He offers a bullish example options trade for CME while turning to bearish trades in DoorDash (DASH) and Caterpillar (CAT). Rick Ducat offers his technical analysis for all three stocks.

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Dale Smothers says he only needs five letters across three words to emphasis the important market movers: "AI and Iran." If there's another spike in tensions between Iran and the U.S., he sees crude oil retracing upside prices, which will raise risks in the AI trade. Additionally, Dale also explains that crude's current prices need to persist for months before Americans feel true relief at the gas pumps.

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Public software companies have taken a beating in recent months, says Steve Koenig, pointing out opportunity in the valuation resets for stocks in the sector. He considers AI a "disruptive force" but not to all software companies. Cybersecurity is one corner of the software suite he sees benefitting from the AI boom, calling Zscaler (ZS) a well-positioned company. Tom White offers an example options trade for Zscaler.

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FedEx (FDX) posted earnings that initially sparked a sell-off, though investors piled in at the start of Wednesday's session to push back many of those losses. Marley Kayden runs investors through the earnings and what analysts have to say about the global shipping company. Prosper Trading Academy's Scott Bauer offers an example options trade for FedEx.

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