Schwab Network

The tech sector was the star seller behind action today closing down 2% on the day after being down 5%. UBS (UBS) saw strong action opportunities from Micron (MU), and J.M. Smucker (SJM) surprised and rallied as the top performer of the S&P 500.

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Marley Kayden breaks down the latest economic data, including existing home sales beating expectations and a narrowing U.S. trade deficit. Sam Vadas discusses reports that Taiwan is considering tighter restrictions on chip exports to China and what the move could mean for the global semiconductor industry.

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Dave Nicholson breaks down Oracle's (ORCL) upcoming earnings report and what investors should be watching in its cloud business. He explains why Oracle needs a strong beat to justify growing expectations and discusses how many investors are viewing the company as a major AI investment. Dave also explores Oracle's role in financing AI infrastructure and what it could mean for future growth.

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DDN CEO Alex Bouzari discusses the need to maximize return on investment in AI, calling it “ROI maxxing.” He explains how DDN’s partnership with Nvidia (NVDA) helps optimize GPU usage, reduce idle infrastructure, and improve enterprise returns. Bouzari emphasizes efficiency as the key to sustainable AI investment.

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Todd Chanko of Barron’s Investor Circle outlines a strategy focused on free cash flow, dividend yield, and EPS growth over trend-driven sectors like AI. He highlights Motorola Solutions (MSI), Build-A-Bear Workshop (BBW), ADT (ADT), and Carpenter Technology (CRS) as strong, adaptable businesses. Chanko points to their cash generation, resilience, and niche positioning in a volatile market.

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Sal Esposito of Zacks Investment Management emphasizes investing in resilient companies with strong balance sheets in an inflationary environment. He highlights Zacks ETFs ZINC and PRIZ as income-focused options, with PRIZ targeting higher yields through preferred stocks.

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Fernando Montenegro and Colin Symons discuss life after the "SaaS-pocalypse" and how AI is transforming the software industry. Fernando argues that AI isn't replacing software, it's fundamentally changing work flows, while Colin explains why some companies are positioned to benefit and others face massive disruption. They also explore which businesses are most at risk and the companies emerging as AI's biggest beneficiaries.

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Mike Belshe, CEO of BitGo (BTGO), talks about the EU's MiCA regulation framework for cryptocurrencies and the catalyst it signals for worldwide crypto bulls. He makes the case that if the U.S. can't pass the Clarity Act, crypto traders will look at markets overseas take away strength the U.S. currently has in the space.

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Through his interactions with businesses, Cory Johnson says the conversations are all about supply instead of costs, emphasizing the desire to expand AI compute. He urges investors to pay attention to how hyperscalers and other Big Tech firms are expanding their AI capabilities. On Oracle (ORCL) ahead of Wednesday's earnings, Cory tells investors to pay attention to the "land grab" race and RPO to gauge the company's future profits.

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The labor market improving is the crux to the U.S. economy finding its footing, says Ryan Detrick, even though markets showed a lot of negative price action throughout Tuesday's session. He analyzes how it buoys against rising inflation and explains why he's still overweight equities compared to bonds.

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