Schwab Network

Kevin Davitt of Nasdaq talks about factors behind the index's outperformance. He starts with a look into the quarterly rebalancing of SpaceX (SPCX) and the expansion of its free float. As Kevin explains, SpaceX serves as a litmus test into how younger investors are favoring the Nasdaq-100 (NDX) more than prior generations. Keep an eye on volatility and options activity as well, as Kevin points to factors in each that he sees influencing the Nasdaq.

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Charles Schwab's Patrick Ciummo breaks down bullish technical signals in the S&P 500 (SPX) and SpaceX (SPCX), including moving averages, momentum and key support levels. He also examines EchoStar (SATS), highlighting its SpaceX exposure, high short interest and potential as a sympathy trade if SpaceX continues higher.

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Corgi Invest Chief Investment Strategist Jeff Weniger discusses its concentrated AI strategy offering exposure to OpenAI and Anthropic ahead of potential IPOs. He also highlights Meta Platforms (META), Nvidia (NVDA), Alphabet (GOOGL) and SpaceX (SPCX), and explains how total return swaps provide exposure to private AI companies within the ETF structure.

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The third and fourth derivatives of the AI trade are starting to see returns on investment, says Dan Ives, who believes markets are in the midst of the "golden age" of AI. He adds that every dollar spent on the evolving tech will see five to six times the returns. Dan names Nvidia (NVDA), Microsoft (MSFT), Palantir (PLTR), Apple (AAPL), and CrowdStrike (CRWD) as his top five tech plays for the next year. For Apple in particular, Dan sees the Mag 7 giant getting help from one of its mega cap peers: Alphabet (GOOGL). Palantir is a stock he expects to double over the next two or three years. As for SpaceX (SPCX), he calls the company the "next hyperscaler" as it expands AI compute capabilities.

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Hatem Dhiab believes Amazon (AMZN) has the strongest positioning in cloud compared to other mega cap peers like Microsoft (MSFT) and Alphabet's (GOOGL) Google Cloud. He says the company's five consecutive quarters of strong growth and "excellent" margins gives the Mag 7 giant an expanding moat to utilize AI compute. Hatem adds that Amazon is offering a much clearer profit roadmap with its CapEx when comparing its backlog growth to Alphabet.

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TripleLift COO Rob Deichert discusses how deal days are pulling holiday shopping earlier and driving strong advertising demand. He says AI tools including ChatGPT, Gemini and Claude are changing product research and forcing marketers to reach consumers beyond retailer websites, across social media and the open web.

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iSeeCars.com's Karl Brauer discusses how higher gas prices are fueling demand for hybrids and EVs, with used hybrid sales up 33% as buyers seek better fuel economy without EV range and charging concerns. He highlights strong hybrid demand for Toyota’s RAV4 and says Tesla (TSLA) continues to drive much of the used EV market. Brauer also breaks down EV winners including Kia, Toyota’s Lexus RZ and Audi’s Q4 e-tron, while pointing to weaker demand for models such as the Dodge Charger. He says falling battery and motor costs could eventually make hybrid technology standard across more vehicles.

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LikeFolio's Landon Swan believes SpaceX (SPCX) is building "the best moat" in the world across the tech sphere. His firm's data shows a 156% uptick in Starlink Mini Google searches with a 60% rise in Starlink as more consumers focus on satellite internet developments. Landon discusses other ways he sees SpaceX disrupting traditional businesses — with the cash to do so.

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Meghna Maharishi and Mike Boyd discuss Delta Air Lines (DAL) after its earnings and revenue miss and lowered outlook, with higher fuel costs driving much of the pressure. Despite the headwinds, they see Delta as well positioned to remain profitable and expect airlines to increasingly target premium, higher-spending travelers. They also discuss strategy shifts across United Airlines (UAL), American Airlines (AAL), Alaska Air (ALK), Southwest Airlines (LUV), and Allegiant (ALGT) as the industry adapts to higher costs.

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Tim Bohen is not deferring from his bullishness on the AI trade, which he has repeatedly called the "theme of 2026." He labels Wolfspeed (WOLF) as an unsung stock to benefit from fab expansions, believes Atlassian (TEAM) is a rising giant in the software space, and sees HPE (HPE) continuing to benefit from the AI data center buildout. Kevin Green turns to his technical analysis of all three stocks to back Tim's thoughts.

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