Schwab Network

Dell Technologies (DELL) shattered the ceiling of its stock chart and soared to a new all-time high after crushing on earnings and raising full year guidance. Michelle Connell and Oliver Blanchard explain why Dell's full stack AI strategy and infrastructure position the company as a major AI winner.

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Digital sales are surging at major retailers as cautious consumers increasingly hunt for value and early promotions. Owen Carr examines this shift toward e-commerce and discount brands, noting how AI-driven search helps capture detail-oriented shoppers.

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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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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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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.

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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.

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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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