Schwab Network

Christopher Davis and Steven Dickens break down why HPE's (HPE) 21% surge and $5 billion AI systems backlog represent a genuine infrastructure mega-trend, with the Juniper Networks acquisition emerging as a quiet profit driver. They widen the lens to Dell Technologies (DELL), Cisco Systems (CSCO), and Lenovo, making the case that supply chain execution and software integration — not hyperscaler dominance — are the real differentiators in the enterprise AI buildout.

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Prosper Trading Academy's Mike Shorr walks us through today's top three trades highlighting Applied Optoelectronics (AAOI) for its gradual growth. He also discusses why he remains hopeful on Kratos Defense (KTOS) despite its recent underperformance, citing the long term opportunity in its industry, and why he sees additional upsides ahead for GE Aerospace (GE). Rick Ducat walks us through the technicals in the stock 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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Eddie Ghabour shares his key takeaways from recent market action, warning that stronger inflation and economic growth could push the 10-year treasury yield higher and trigger market correction this summer. He identifies small-cap stocks as one of the most vulnerable areas of the market and explains how investors should navigate the current environment. Eddie also discusses what he's watching for next in the software trade.

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Paul Meeks breaks down the cybersecurity trade ahead of Palo Alto Network (PANW) earnings. He explains how Anthropic's models initially pressured cybersecurity stocks as investors feared AI could disrupt the sector, and discusses the broader impact of on names like Palo Alto and CrowdStrike (CRWD) ahead of earnings. Tom White walks us through an example options trade for Palo Alto Network.

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Charles Schwab's Michelle Gibley says global growth is improving thanks to the AI CapEx boom and the manufacturing industry. The sustainability of stock gains is the big question Michelle has when looking at forward expectations. She notes foreign investors selling for eight straight weeks as a short-term headwind for South Korea as SK Hynix and Samsung surge overseas. Michelle adds that China offers an interesting AI set up as global markets continue to bolster their AI capabilities.

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Jake Dollarhide, CEO of Longbow Asset Management, warns that AI mania is turning the stock market into a casino, with inexperienced capital pushing names like Marvell (MRVL) and Hewlett Packard Enterprise (HPE) dangerously far from fundamentals. He makes the case for rotating out of overextended tech and into a 60/40 portfolio anchored by investment-grade corporate bonds, as the Fed faces renewed rate hike pressure from rising oil prices and shifting leadership.

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Kevin Green breaks down the latest April JOLTS report to examine why strengthening labor data makes it harder for the Fed to justify interest rate cuts. He also talks about inflation pressures facing the economy, how markets are reacting to the data, and what investors should watch ahead of Friday's job report. KG also examines the rally in AI chip stocks following Nvidia (NVDA) CEO Jensen Huang's bullish comments and why strength in networking and AI related names could help push the S&P 500 (SPX) to further highs.

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Rob Thummel believes crude oil prices will stay above $90 a barrel, so long as the U.S. and other countries continue to take barrels out of their inventory. That said, the U.S. remains the world's biggest supplier of oil and natural gas, and Rob expects other countries to strengthen ties in order to have a reliable oil supply. In equities, Rob likes Cheniere Energy (LNG), Williams Companies (WMB), and Vistra (VST).

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Diane King Hall breaks down Tuesday's top moving stocks at the opening bell. She highlights Victoria's Secret (VSXY) posting an earnings beat, Dollar General's (DG) mixed report, and Signet Jewelers (SIG) coming in ahead of expectations.

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"We are starved for clear headlines," says Kevin Hincks regarding the macroeconomic picture. He says it's hard to find a clear roadmap on peace talks between the U.S. and Iran, though crude oil's slight pullback Tuesday offers some reprieve, as does the ample supply he says the U.S. has access to. In equities, Kevin explains why Alphabet's (GOOGL) decision to raise $80 billion from stock sales is so interesting.

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