Schwab Network

Marley Kayden discusses rising oil prices as tensions between Israel and Iran escalate. Sam Vadas highlights Nvidia’s (NVDA) growing ties with South Korea, aimed at securing memory supply and expanding data center capacity.

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Max Weinbach breaks down Apple’s (AAPL) WWDC 2026, focusing on its push into personalized, context-rich AI through Siri. He explains how Apple’s free AI features challenge subscription models like ChatGPT, while strengthening its ecosystem with a focus on consumer experience and safety.

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Tim Draper, known for "Meet the Drapers," talks about the excitement he sees from entrepreneurs and how they navigate the opportunity to "supercharge" their businesses. He talks about what he looks for in aspiring business owners and even points out IPOs he regrets missing out on. Tim turns to investing opportunities he has his eyes on today, including AI-centric companies he believes will win the AI race. He later talks about opportunities in Bitcoin, from individual investors to governments.

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Paul Schatz examines the unusual dynamic where good economic news can pressure stocks, while geopolitical events have limited impact on his strategy. He contrasts today’s rally with the dot-com era, emphasizing the importance of market breadth beyond tech even as Nvidia (NVDA) leads momentum Monday.

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Blake Grayson, CFO of Docusign (DOCU), discusses the company's first quarter earnings, which he calls a very solid quarter thanks their new platform. He explains how the company is using new tech and applying it to a portfolio of almost 1.9 million customers. Blake also breaks down product offerings and AI implementation for the company.

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Alec Boccanfuso of Gabelli Funds highlights the rapid growth of soccer in the U.S., pointing to the World Cup as a catalyst for long-term investment opportunities. He says rising media rights and commercial revenue are powering global expansion, making European clubs a compelling play beyond the event.

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Charles Schwab’s Ben Watson analyzes the market’s technical setup, focusing on a key S&P 500 (SPX) support level that could determine the next move. He also spotlights UnitedHealth (UNH) as a defensive shift away from tech and calls out Old Dominion (ODFL) as a standout in freight with a $262 target.

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Tiffany McGhee and Matt Dmytryszyn discusses the state of the AI trade what demand has on the horizon. Tiffany says the next phase of AI is about the broader ecosystem and investors should be diversifying their AI exposure. Matt believes we're starting to see a broadening use of chips and touches on the areas of opportunity for the AI space. They also breakdown data center buildout falling behind compute demand.

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Dryden Pence turns his focus to the hyperscalers and their ability to drive profits as the AI trade evolves. In Alphabet (GOOGL), Dryden says he likes to see its investment "toward the future" that will capture "dominant" pieces of the market. Meta Platforms (META) shares continue to move below $600 as it expands AI capabilities, with Dryden saying the Mag 7 company is "behind" on developments. He adds that Microsoft (MSFT) is tied so closely to so many businesses that its growth is "embedded."

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Connor Vukelich, CEO of Poppin' Jobs, argues AI is reshaping—not replacing—entry-level work. He says Gen Z must build AI fluency to stay competitive, using technology to enhance productivity rather than replace human skills. Vukelich also highlights how this shift could unlock new entrepreneurial opportunities.

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