Schwab Network

AMD Inc. shares (AMD) tapped a new record as CEO Lisa Su sees "very high" chip demand in the coming years. Alex Coffey discusses what is driving the commentary from leadership, as well as the key metrics behind price target hikes from Citigroup and Mizuho. Tim Biggam offers an example options trade for AMD.

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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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AI is the "locomotive" to the stock market, says Charles Schwab's Nathan Peterson. While tail risks exist for equities, "until it really begins to hit the consumer," there's not much concern to follow the trend, says Nate. He emphasizes how an institutional "catch-up trade" in tech will lift stocks despite lingering macro pressures.

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Jake Dollarhide, CEO of Longbow Asset Management, calls the market "tech or bust" and says stripping out energy and tech leaves you down for the year. He sees utilities as the obvious backdoor trade for AI power demand, citing Alphabet (GOOGL) and Constellation Energy's (CEG) nuclear deal and Microsoft (MSFT) repurposing Three Mile Island. He warns that new 6% corporate bond coupons create competition for capital and that rising rates could eventually crack the AI trade.

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Market breadth expanding as both the S&P 500 (SPX) and Nasdaq-100 (NDX) hit new record highs. Kevin Green talks about how Tuesday's trading action can lead to an even stronger session, highlighting options activity that suggests more upside. Another point of interest KG mentions: international trade in goods and services. Crude oil is hitting a key support level per KG's analysis, though a bounce to $95 is not outside the realm of possibility as supply faces lasting headwinds.

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Zscaler (ZS) shares surged after reiterating guidance ahead of its investor day. Diane King Hall explains how the demand for cybersecurity amid AI's acceleration is powering a need for the company. Elsewhere in tech, Stifel raised its price target for ServiceNow (NOW). Diane then addresses lingering weakness in Nike (NKE), not helped by a downgrade from Berenberg.

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David Wagner says profits matter more to equities than yields right now, and he's not worried about the absolute level of rates. He argues against moving into fixed income, preferring to over-own risk assets like hyperscalers and high-quality small caps. Wagner sees the debt-to-GDP ratio improving and calls the economy a "rainbow" worth embracing despite the rain.

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David Miller stays bullish on equities despite rising rates, pointing to 5%+ GDP growth and mid-teens earnings growth as reasons to prefer stocks over bonds. He calls the "SaaS apocalypse" narrative silly, noting companies like Intuit (INTU), Wix (WIX), and HubSpot (HUBS) have high margins, strong free cash flow, and big buybacks. Miller also remains long-term bullish on gold and favors insider buying as a signal of confidence.

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The Trump administration's attempts to lower taxes on diesel is offering relief for equities as crude oil and other energy-tied trades move lower. Kevin Hincks talks about the direction he sees the energy trade moving toward as Fed speakers discuss the state of the economy and interest rates. Another energy mover happening Tuesday morning: Constellation Energy (CEG) and Alphabet (GOOGL) signing a 20-year nuclear power deal.

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Nvidia (NVDA) reached a new record high on Monday with Tuesday's premarket trading action indicating an even higher open. Tom White shows how the stock broke out from key support levels as momentum on the RSI nears overbought territory. He turns to an example options trade for the Mag 7 giant.

======== Schwab Network ========

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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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The Fed has a real dual mandate problem, according to David Busch. Softening in the labor market through the September jobs report, paired with a slowdown in hiring, lead him to believe the FOMC will pause in October with a possible hike in December. On the outlook for Treasury yields, David doesn't see demand sustaining for higher rates long-term.

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