Schwab Network

Tim Bohen expects to see plenty of volatility in the tech trade until after the midterm election, though he sees trading opportunities across the space. He explains why $60 is a "get out" level for CoreWeave (CRWV), sees Apple (AAPL) benefitting from its expansive tech catalog long-term, and points to Atlassian (TEAM) maintaining its bull trend. Kevin Green offers his technical analysis for all three of Tim's stock picks.

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Palladyne AI (PDYN) President and CEO Ben Wolff explains how the company’s AI software enables robots and drones to perceive, reason and act autonomously without relying on the cloud. He breaks down the difference between unmanned and autonomous systems and discusses an Army demonstration where one soldier directed a swarm of drones from different manufacturers. Palladyne AI is also demonstrating its technology for military and industrial customers, with commercial factory products expected next year. Wolff discusses the company’s partnership with Israel Aerospace Industries to bring loitering munition systems to the U.S., where he sees significant potential in filling a gap in the U.S. defense arsenal.

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Lloyd Financial Group President and CEO Luke Lloyd remains bullish on software, arguing the sector offers discounted valuations and strong earnings growth while AI will not replace software. He discusses Palantir (PLTR), Fortinet (FTNT), Guidewire (GWRE), HubSpot (HUBS) and Adobe (ADBE), and says lower interest rates could drive more money into undervalued software stocks. Lloyd also sees the hotter CPI and PPI readings as tied to an energy shock that could slow growth, ultimately putting downward pressure on rates. He views the current market pullback as a buying opportunity and expects a bullish backdrop for stocks following the midterm elections.

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CFRA Senior Vice President of Equity Research, Alexander Yokum, breaks down regional bank earnings, strong consumer credit quality and the potential for higher credit-loss provisions as consumer conditions normalize. He also discusses AI agents as a longer-term threat to bank deposits and net interest margins, with growing deposit competition creating additional pressure. PNC Financial (PNC) remains one of his top picks, with a Buy rating and $280 price target. Tom White demonstrates an example trade using PNC.

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Tesla (TSLA) wowed investors with its sci-fi-like Roadster demo Thursday night. The vehicle performed once unthinkable maneuvers for a car, though questions remain around pricing and the timeline to launch. Markets correspondent Alison Kosik discusses what she took away from the spectacle and key analyst notes raising many questions some investors likely missed. Dan Deming offers an example options trade for Tesla.

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The disconnect between company earnings and reaction in stocks is the key factor Alexandra Semenova of Charles Schwab is watching this earnings season. She believes it shows a sky-high bar being set for the months ahead as market breadth remains low. Cooper Howard talks about the "two conflicting narratives" between fixed income and the AI trade. Those narratives also conflict with the Fed's interest rate outlook due to the resiliency of the U.S. economy.

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Gene Goldman says the AI trade is far from over, but the next winners could extend beyond chipmakers into data centers, power, healthcare and financials. He remains bullish on technology and communication services while seeing opportunities in sectors that can use AI to improve productivity and margins. Goldman also favors fixed income as yields move lower and expects the Fed to hold rates steady in October, with potentially one more hike in December.

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The inflation narrative is still intact when looking at the latest round of import and export prices, according to Kevin Green. He explains how the dynamic sets the stage for the Fed's interest rate meeting at the end of October and complication for the final quarter of 2026. However, equities may get a lift from a falling U.S. dollar. One stock KG's keeping an eye on is Walmart (WMT) as the long-term chart shows breakout potential as investors flooding to find safety and value amid a shaky AI trade.

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BofA issued a double upgrade for Fox Corp. (FOXA), sending shares of the legacy cable and entertainment company surging into the opening bell. Charles Schwab's Ben Watson explains how the stock is digging itself out of a fox hole with Friday's move and highlights key support and resistance areas ahead. He turns to an example options trade for Fox.

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More bearish headlines for the AI trade hit Western Digital (WDC) and Seagate (STX) after Wells Fargo slashed price targets for both. Diane King Hall says the lower price targets don't necessarily indicate a heel turn from the firms' bullish stance. In the entertainment space, BofA's double upgrade in Fox Corp. (FOXA) gave green light for a bull run in the stock, though Netflix (NFLX) investors showed hesitancy in the streaming giant's new content chief.

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