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Quantum Xchange's Eddy Zervigon and Datavault AI's (DVLT) Nathaniel Bradley discuss Palo Alto Networks' (PANW) post-earnings dip despite beating earnings. Eddy says the numbers were impressive and expects agentic AI's threat to tech a tailwind for the company. Nathaniel backs Eddy's point by saying less skilled hackers can issue cyberattacks, adding to the need for cybersecurity firms. He also says CrowdStrike (CRWD) is their only rival in the approach of comprehensive platforms.

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Everything "is all kinds of wrong" with the current market dynamics, says TheoTrade's Don Kaufman's who is cautious with a low VIX, all-time high markets and lingering geopolitical uncertainty. That said, he sees plenty of trading opportunities. Don offers a bullish example options trade on Costco (COST) and bearish trades in the iShares 20+ Year treasury Bond ETF (TLT) and Alphabet (GOOGL). Rick Ducat adds perspective to Don's trades with a closer look at the charts.

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Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D

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"It's a particularly tricky time for the new Fed Chair" due to the imbalance between the labor market and inflation, says Andrew McDougall. He talks about how the dynamic between the two have changed and what it means for interest rates under Kevin Warsh. As for your portfolio, Andrew explains tactics you can use to balance against risk.

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Hendi Susanto breaks down earnings expectations for Broadcom (AVGO). He believes a higher run in shares will come down to visibility, how solid the target hits are, and the move into AI custom chips. He notes that Broadcom has a lot of visibility opportunity as companies like Anthropic, Alphabet's (GOOGL) Google, and other hyperscalers double down on AI spending. Tom White walks us through an example options trade.

======== Schwab Network ========

Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D

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Charles Schwab's Liz Ann Sonders notes the earnings surprise and following rallies in tech stocks comes in conflict with concentration risk. That said, she believes bulls still hold the reins of market momentum. She explains how tests ahead will rattle the AI-led rally, including developments around the U.S.-Iran War. Liz Ann adds that "casino-like" moves in short-term money still holds some value as fundamentals climb, but as she says, "no one went broke taking profits."

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Marley Kayden breaks down Palo Alto Network's (PANW) earnings beat backed by more than 30% year-over-year revenue growth. However, shares are down following the report. Marley says investors still remain cautious about the company's transition from hardware to software and its recent acquisitions. Prosper Trading Academy's Scott Bauer walks us through an example options trade.

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Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D

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Gregory Daco of EY-Parthenon warns that beneath the surface of a seemingly strong U.S. economy, declining real disposable income and eroding consumer spending power are forcing households to lean on savings and credit — with growth increasingly concentrated among AI investments and affluent consumers. He argues that inflation-adjusted data tells a more sobering story of slowing momentum, while the Fed stays cautious, counting on rising long-term rates to do much of its tightening work.

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Trip Ferguson, CEO of Applied Aerospace & Defense (AADX), joins to mark the company's IPO day and explain the timing — meeting surging demand across its three segments: space and launch, defense aviation and airborne systems, and precision strike systems. He outlines how the newly raised capital will be deployed toward debt reduction, internal investment, and future acquisitions.

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Vance Howard, CEO of Howard Capital Management, attributes the market's recent rally to sideline cash and FOMO. He recommends buying pullbacks in the Mag 7, especially in Nvidia (NVDA). Vance also points to Rocket Lab (RKLB), Interactive Brokers (IBKR), and the iShares Expanded Tech-Software Sector ETF (IGV) as candidates that can see further upside moves. He remains firmly bullish on the S&P 500 (SPX), targeting 8,000 this year and 20,000 within a decade.

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Software companies are in the best position to benefit from AI expansion, says Ryan Kelly. He lists Microsoft (MSFT) and Salesforce (CRM) as two companies to add some of that AI muscle. In the hardware space, he considers TSMC (TSM) an "absolute essential" part of the supply chain and sees Micron (MU) having much more room to run after a 1,000% year-over-year rally. Ryan believes Nucor (NUE) will benefit inside and outside of the AI trade and Rolls-Royce (RYCEY) as a strong international company.

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