Schwab Network

StocksToTrade's Tim Bohen joins today's Big 3 from the NYSE to talk about the FOMO-centric stock market and how it plays into his picks. He likes Dell Technologies (DELL) due to its earnings and ties to data centers, Micron (MU) as he eyes another breakout, and Rigetti Computing (RGTI) as a retail favorite in the quantum computing space. Rick Ducat backs Tim's analysis with a close look into the stock charts.

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Paul Schatz breaks down the current market melt-up and explains why chasing high-flying tech stocks often leads to exhaustion. Seeking real value outside of tech, he highlights fresh opportunities in nuclear energy, housing, and aviation. Finally, Schatz shares a clever ETF strategy designed to maintain market exposure while hedging against a sudden pullback.

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Tu Le breaks down the global EV market as Li Auto (LI) misses earnings with weaker sales and margins. He explains why XPeng (XPEV) may be ahead of Tesla (TSLA) on new tech initiatives despite a rough first quarter. Tu also says why rising oil and diesel prices could become a big tailwind for Tesla in 2026. Tom White walks us through an example options trade for Tesla.

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

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Dell Technologies (DELL) became the story of the trading session with its massive rally following an earnings beat and guidance raise that raised eyebrows across Wall Street. Marley Kayden takes a look at some of the biggest metrics, many of which saw substantial revenue increases due to AI demand. Dan Deming offers an example options trade for Dell.

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

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Scott Nations says the market is shifting from complacency to resiliency but warns the AI trade is entering “mini bubble” territory similar to 1999. He points to overbought conditions in the S&P 500 and Nasdaq 100, rotation out of Nvidia (NVDA), and rising “AI washing,” while cautioning that valuations remain exposed to Treasury yield swings and geopolitical risk.

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Charles Schwab's Collin Martin breaks down the state of treasury yields and the U.S.-Iran War's impact on them. He says for the most part, stagflation doesn't appear to a huge issue for the economy even though all eyes are on the inflationary front given the rising cost of oil and gas. Collin notes any truce between the U.S. and Iran would be good news as the war is not offering any signs of economic stability.

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The stock market stays optimistic that a deal is coming between the U.S. and Iran, says Kevin Green. If no deal manifests, he's looking at a price reversal to the upside in crude oil. KG notes 7,600 as a key level of resistance in the S&P 500 (SPX) and explains the rotation back into Palantir (PLTR) after Dell Technologies' (DELL) earnings.

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Fritz Foltz outlines how looming IPOs from names like SpaceX, OpenAI, and Anthropic could amplify market enthusiasm while pressuring valuations and blurring the line between active and passive investing through products like Invesco QQQ Trust (QQQ). He highlights persistent inflation and a higher-for-longer rate backdrop, favoring short-duration bonds and TIPS, while emphasizing diversification into gold and commodities to manage volatility and stagflation risks.

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Diane King Hall breaks down this morning's earnings movers by starting off with a winner in Okta Inc.'s (OKTA) beat, pushing shares to a 52-week high. NetApp (NTAP) hit new all-time highs after earnings while SentinelOne (S) plunged on a revenue miss and disappointing guidance.

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Despite the old “sell in May” cliché, U.S. stocks are holding firm, driven by AI momentum and resilient earnings. Scott Welch breaks down a “tale of two markets,” highlighting renewed strength in mega-cap tech alongside solid small-cap performance, while also addressing a more hawkish Fed outlook and rising global opportunities. He closes by weighing whether AI’s surge reflects true earnings power or signs of overheating.

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