Schwab Network

Kevin Horner of Charles Schwab reviews key technical levels for the S&P 500 (SPX), Visa (V), and GE Vernova (GEV). He notes support holding near recent highs and highlights improving momentum indicators for Visa and GE Vernova. Horner also discusses how falling Treasury yields and oil prices could support stocks while the Fed is expected to remain on hold.

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Will Rhind, CEO of GraniteShares, discusses the rapid growth of ETF demand and new products tied to AI and high-profile IPOs. He highlights lessons learned from SpaceX (SPCX)-related trading and explains how investors could gain exposure to future offerings such as Anthropic and OpenAI through leveraged ETFs.

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Stephen Kates and Jed Ellerbroek discuss the Fed's next move, inflation trends, Treasury yields, and the impact of AI investment on the economy. The pair examines how rising AI infrastructure spending could affect inflation and bond markets while remaining bullish on big tech earnings. They also highlight strong AI-driven demand for companies including Nvidia (NVDA), Microsoft (MSFT), Alphabet (GOOGL), Amazon (AMZN), and Meta Platforms (META), arguing that robust earnings and continued data center investment could help power markets higher.

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LikeFolio's Andy Swan shares fresh consumer sentiment data on PepsiCo (PEP) ahead of earnings. He argues Pepsi faces multiple headwinds, including the rise of GLP-1 weight-loss drugs, growing competition from healthier beverage brands, and increased consumer trade-down to private-label products. Swan says Pepsi must adapt to changing consumer preferences and get ahead of emerging trends if it hopes to reignite growth and improve investor sentiment.

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Ben Rose says Tesla (TSLA) remains a dominant company in the EV space even as the company focuses on AI endeavors. He explains how Tesla's continuing automotive updates, including a potential Roadster sports car, will bolster the bottom line for the coming years. That said, Ben explains that his firm still labels Tesla's stock as a hold as the company rolls out AI-tied tech like its Cybercab autonomous vehicle and Optimus robots.

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The Warner Bros. Discovery and Paramount Skydance merger was completed and led to a brand new company and ticker: Skydance (SKYD). Seth Schachner addresses the question: "was the juice worth the squeeze?" He says the greater Hollywood sphere won't change much from the merger, though the biggest alteration will come from Skydance's ever-growing catalog of TV shows and movies. Seth discusses what the massive combination of businesses means for Skydance's bottom line.

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When discussing bond volatility, TheoTrade's Don Kaufman says "it's far from over." He sees the yield impact and macro moves playing a key role in his Big 3. He calls the selling action in gold "well overdone" and expects a bounce in the SPDR Gold Shares ETF (GLD), sees a short opportunity in Costco (COST), and anticipates more upside in the United States Oil Fund (USO). Don offers example options trades for his picks while Kevin Green gives his technical analysis into all three 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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A hurricane threat in the Gulf of Mexico poses a significant risk to an already pressured crude oil trade, says Ellen Wald. Refineries struggling to maintain supply coming face-to-face with Mother Nature create a perfect storm against the energy trade. Ellen explains how oil production will be impacted by the big storm. Jake Hanley notes that 9% of global refineries are already offline due to conflicts between the U.S. and Iran, along with Ukraine and Russia. He then discusses the floor of support that exists for crude oil and the path to recovery he sees for supply.

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James Czerniawski breaks down the challenges facing Skydance (SKYD) after closing its deal for Paramount and Warner Bros. Discovery. He says the company must monetize its massive content library, meet commitments to release 30 films a year domestically, and integrate operations while competing against Netflix (NFLX), Disney (DIS), and Amazon (AMZN) in streaming. He expects it will take 12 to 18 months before tangible evidence of success emerges.

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Ted Thatcher believes the uptick in GDP and corporate profits confirm an incoming uptrend for the stock market even as macro volatility takes aim at current momentum. He's in the camp the S&P 500 (SPX) will reach 8,000 by the end of 2026 and believes the index would be significantly higher if not for the U.S.-Iran war. One key bearish indicator he sees for equities: lasting pressure from price hikes in the energy trade. Ted still expects to see high demand for Treasury yields even as the 10-year and 30-year hit multi-decade highs. He turns to his outlook for the financial sector as big banks get ready to report earnings.

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