Schwab Network

Craig Manchuck of Osterweis Strategic Income Strategy warns that AI-driven market strength is masking growing cracks in private credit, where rapid asset growth and retail inflows have pressured returns. He explains why the Osterweis Strategic Income Fund is staying defensive, focusing on short-term yields and capital preservation as competition and tight spreads intensify.

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Arm (ARM) shares have soared more than 220% so far this year as AI momentum carries it and similar stocks with it. Rick Ducat highlights the vertical rally in Arm and expresses caution for a potential reversal. He turns to an example options trade for the stock.

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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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David Bragg doesn't see a freezing in real estate supply, though apartments may be overtaking demand due to family dynamics taking shape in the U.S. He offers a full picture perspective on the housing market by highlighting the headwinds and tailwinds ahead of the REITweek investor conference.

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Suzane Porske outlines the biggest market headwinds she sees for investors. She talks about the state of the housing market and ways AI is making parts of Wall Street overvalued. Suzane believes we're in the "sixth inning stretch" of the AI buildout and offers advice on where investors can find value in the trade.

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"Big Blue had a big boom," says Charles Schwab's Ben Watson as he outlines the pop in shares of IBM Corp. (IBM). He analyzes the support and resistance areas to watch in the stock as shares push deeper into overbought territory.

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It's still all about tech, says Kevin Green when turning to the stock market's action. He talks about Nvidia's (NVDA) planned AI infrastructure expansion and RTX Spark causing shares to rally ahead of Monday's opening bell. However, KG points to hedging activity ramping up as technical indicators highlight an overbought market. He also talks about comments Fed governor Jerome Powell made over the weekend regarding the FOMC's independence.

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Micron (MU) investors already experienced an incredibly strong year, with shares up more than 200% so far in 2026. George Tsilis makes the case that tailwinds offer more upside potential, so long as it can repel demand headwinds. He offers a full picture perspective in Micron, the AI memory trade, and technical analysis for the stock following its substantial rally.

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Dell Technologies (DELL), Snowflake (SNOW) and Micron (MU) led the market higher after blockbuster earnings, massive wins, and continued AI driven momentum. Dell soared on strong guidance, Snowflake rallied on accelerating growth, and Micron surpassed the $1 trillion market cap.

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Marley Kayden talks about how oil prices have pulled back from their conflict-driven highs while Sam Vadas discusses Micron (MU) reaching another price target as momentum in memory stocks continues to build.

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As geopolitical tensions persist, Aarathi Krishnan dissects the disconnect between Washington’s optimism and Tehran’s firm stance on nuclear enrichment. While equities seem to price in a diplomatic resolution, ongoing risks in the Strait of Hormuz could keep war insurance premiums elevated for months. Krishnan warns that a complete collapse of negotiations could send oil prices surging by up to 50%, a scenario major analysts are already monitoring closely.

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