Schwab Network

AMSC (AMSC) CEO Daniel McGahn talks about the company's latest earnings and the role it plays in the AI energy bottleneck. He walks investors through the "one-two punch" ASMC takes to expand power grid opportunities. Daniel notes ASMC's lack of debt and "portfolio solution" in energy supply as key reasons he sees the company scaling vastly in the future.

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Dan Deming walks us through his Big 3 picks in Dexcom (DXCM) as it revamps itself after taking several hits from weight-loss drugs, Coca-Cola (KO) for outperformance through the years, and Marathon Petroleum (MPC) amid a red-hot energy trade. Rick Ducat walks us through the key 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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Equity markets are broadening, with the S&P 500 moving beyond the Magnificent Seven as AI expands into networking, fiber, memory, and even utilities. Mike Dickson says this shift is creating opportunities in overlooked sectors, including power providers benefiting from data center demand. He also highlights a widening gap in software, as Snowflake (SNOW) shows clear AI monetization while Salesforce (CRM) remains more cautious, with active managers pressed to separate true AI winners from laggards.

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"AI giveth and AI taketh away" when it comes to memory prices, says Kim Forrest, who believes the higher price tag will buoy Dell Technologies (DELL) and its earnings. She doesn't see the legacy tech company's Pentagon deal being disclosed further on the earnings call but sees it as a positive nonetheless. Kim urges investors to stay nimble on tech headlines as new AI leaders emerge in the space. George Tsilis turns to an example options trade for Dell.

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Marley Kayden takes a closer look into Snowflake's (SNOW) earnings rally, backed by a $6 billion deal with Amazon's (AMZN) AWS cloud. She recaps commentary from Snowflake's CEO, who says, "AI is fundamentally reshaping how work gets done." Joe Tigay walks us through an example options trade for the stock.

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Charles Schwab's Liz Ann Sanders and Cooper Howard break down the reported U.S.-Iran deal awaiting President Trump's approval and why the market reaction could shift sentiment as short-term traders reposition. Cooper explains how higher oil and gas prices will pressure the economy and treasury yields. Liz discusses the road to stabilizing energy, the impact of the Strait of Hormuz, and what comes next for the Fed.

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Frances Newton says AI-driven liquidity continues to power markets despite geopolitical risks and higher yields. She highlights opportunities in semiconductor infrastructure names like Micron (MU) and Seagate (STX), while warning rising capital costs could pressure earnings.

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New home sales slid and core PCE came in-line with expectations Thursday morning, though the latter metric remains higher than expected compared to recent months. Kevin Green explains how all the economic data plays into consumer and stock market health. On international movers, KG highlights the lasting impacts the U.S.-Iran War has on crude oil as futures move above $90 once again.

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There are "constant reminders" that the stock market is dependent on headlines surrounding the Strait of Hormuz and U.S.-Iran tensions, says Ben Cook. He believes the energy trade will stay strong long-term, even after a peace deal is made. He names Exxon Mobil (XOM) as a key beneficiary from the geopolitical volatility. Williams Companies (WMB) and Expand Energy (EXE) are other names Ben likes due to catalysts beyond crude oil prices.

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Diane King Hall breaks down this morning's earnings movers across retail. Kohl's (KSS) posted a narrower loss with its best performance in four years and cleaner inventory, while Best Buy (BBY) muscled strength in gaming, computing and mobile services. Burlington (BURL) stores also topped earnings and raised full year EPS guidance, though shares sold off on the report. Diane also notes Dollar Tree's (DLTR) big move higher after earnings.

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