Schwab Network

Micron (MU) surges to new record highs after securing a strategic partnership with Anthropic. Netflix (NFLX) shares fall to October 2024 lows. SpaceX (SPCX) sells off for a third straight session following its IPO earlier in June. Marley Kayden explains what's behind the biggest stock movers of Monday's session.

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Max Weinbach sits down with Marley Kayden on this week's Market Matters to talk about Apple (AAPL) and its path ahead after the Mag 7 giant's WWDC 2026 showcase. He talks about the slew of tech developments, including an emphasis on increasing AI accessibility with Siri. Also on Max's radar: Apple's partnership with Alphabet (GOOGL), expectations for a foldable iPhone, and looking back at Tim Cook's legacy as CEO.

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Long-time former Fed Chair Alan Greenspan passes away at the age of 100. Marley Kayden recaps his legacy as the FOMC goes through new changes under Kevin Warsh. In equity movers, she talks about Meta Platforms (META) expanding Instagram's TV app and how it likely correlates to a sell-off in Netflix (NFLX).

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Erik Hirsch, Co-CEO of Hamilton Lane, explains how value creation has shifted from public to private markets as companies stay private longer and raise more capital pre-IPO. He argues this trend can leave public investors with reduced post-IPO upside while creating opportunities in private markets. He also reframes secondaries as a key portfolio tool, highlighting how buyers can benefit from illiquidity and pricing inefficiencies.

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Award winning rapper and filmmaker, Ice Cube, is also the CEO and co-founder of the BIG3, which aims to become the first publicly traded sports league through a SPAC merger. He talks about the "star power" backing the league and the "uphill battle" it has overcome since the pandemic. Ice Cube has his sights set on the world for growth, naming regions like East Asia and Australia as places to expand BIG3's reach in basketball and beyond.

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Jeff Given breaks down the Fed’s hawkish stance and shifting rate expectations, noting economic data could reshape the current outlook. He highlights the intermediate part of the yield curve as offering the best risk-reward and makes the case for fixed income over equities at current valuations. Given also warns against staying too short duration, pointing to more compelling opportunities further out the curve.

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Indrani De breaks down this year’s Russell Reconstitution, highlighting a “barbell effect” as megacap tech grows while small caps outperform on U.S. economic strength. She points to artificial intelligence and energy security as key structural drivers, with increasing focus on AI hardware winners. De also notes a shifting IPO landscape, as companies like SpaceX (SPCX) stay private longer before going public.

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Cullen Rogers, CIO of Wedbush Fund Advisors, explains why investors should rotate out of the “Magnificent Seven” and into emerging AI infrastructure plays. He highlights semiconductor bottlenecks in memory and advanced packaging, pointing to opportunities in Wedbush’s AI Infrastructure Fund (IVEP). Rogers also pushes back on “AI bubble” concerns, arguing the market is underestimating long-term demand.

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SpaceX's (SPCX) demand post-IPO proves to Paul Marino that Wall Street has a huge appetite for new, innovative companies. He points to ETFs exposed to SpaceX his firm has and highlights strong demand trends backing the IPO launch. Slyvia Jablonski sees similar traction in ETFs her company offers. She explains how the Elon Musk-led stock is just the latest of many showing a growing trend of single-name leveraged ETFs.

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Charles Schwab's Rachel Dashiell breaks down the S&P 500 (SPX), pointing to its resilience near the 20-day moving average and improving market breadth. She also highlights DoorDash (DASH) as a bullish momentum play after retesting yearly lows, and American Express (AXP) as a technical breakout candidate following a completed double-bottom reversal and stronger relative strength in financials.

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