The sustainability of Friday's bounce remains in question. Kevin Green suggests the S&P 500 (SPX) is finding temporary support at its 100-day moving average, though elevated volatility and new sellers entering the market indicate a "dead cat bounce" remains a distinct possibility. On the earnings front, Amazon (AMZN) shares experienced volatility following its massive CapEx forecast of $200 billion by 2026. Later, KG examines the crypto space, as Bitcoin (BTC) attempts to defend critical support levels near $55,000. Kevin notes that while the asset has recently mirrored the price action of software stocks, it continues to show signs of decoupling from the broader U.S. equity market.

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Rachel Dashiell dials up the chart of Bitcoin (/BTC) to look at the "velocity of this selloff" occurring this week. She says there's been "a lot of damage" but says there could be a possible cup and handle pattern forming. She says $70k is a level to watch in the near term. On a longer-term 5-year chart, Rachel shows the significance of the $65k level of support and how its relative strength indicator (RSI) has fallen to oversold levels.

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Amazon (AMZN) set the bar even higher for mega cap CapEx with projections of $200 billion for 2026. Shares of the Mag 7 giant initially sold off following the announcement and earnings miss. Marley Kayden, Sam Vadas, and Kevin Green break down what KG calls a "bad report." Outside of mega caps, George Tsilis joins the Schwab Network crew to look at Reddit (RDDT) and Fortinet's (FTNT) rallies.

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Investors saw three prints Thursday that added concerns around the labor market. They also grappled with a crypto picture that got foggier amid a steeper sell-off. Marley Kayden and Sam Vadas take investors through the biggest hurdles they saw in Thursday's trading session.

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Carl Lukach, CFO of Bob’s Discount Furniture (BOBS), discusses the company’s Thursday IPO and their business operations. “We’re so challenging to execute,” he says, noting that they buy “narrow and deep” to be able to offer discounts and speed. “We’re the number four importer on the East Coast,” he says. Carl talks about how they are navigating tariffs (“we have taken all our business out of China”) and their retail expansion plans. Bob’s has already implemented AI into multiple areas of its business.

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Reddit (RDDT) is down more than 30% heading into Thursday's earnings and vastly underperformed many other social media stocks. Rick Ducat highlights bearish and bullish trends and key levels to watch after Reddit's after-hours report. Call activity on the options front increased as the stock experienced an oversold RSI.

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Charlie O’Shea previews Amazon (AMZN) earnings and discusses the high bar the Street has set. Amazon’s going to have to “hold the line on margins” on the retail side, which may be difficult because it tends to make its money from discounting, he argues. He’s incredibly interested in the results this quarter. He lays out spending expectations for AWS, as well as what’s riding on their advertising business. “The company’s incredibly opaque,” he adds.

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Sonali Basak offers her analysis on the software sell-off that dragged markets down this week. She's optimistic stocks in the space will rebound and return to levels prior to the sell-off, it's just unclear when the selling will stop and where an entry point will become visible. That said, she explains where to look for "screaming cheap" buying opportunities now.

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Fixed income is reclaiming its role as a portfolio stabilizer now that interest rates have returned to historical norms. Kevin Flanagan explains why investors should consider a barbell strategy using USFR as a passive cornerstone and AGGY for a reweighted approach to the traditional aggregate index. Despite labor market and deficit concerns, Kevin remains focused on moderate growth rather than a recession while suggesting a more active approach to sector allocation. He concludes that upcoming labor data and the unemployment rate remain the primary signals for the health of the U.S. economy.

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Increases in memory chip prices will impact companies like Qualcomm (QCOM) and Arm Holdings (ARM), says David Nicholson. That said, he believes both companies are well-positioned in the inference space and will recover from Thursday's sell-off. Nick Raich adds to the discussion by turning to the general AI space, pointing to earnings increasing in many pockets of the tech trade.

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