Schwab Network

A strategic partnership between OpenAI and Synopsys (SNPS) sent shares of the latter company higher into Thursday's trading day. Charles Schwab's Ben Watson takes investors through the short- and long-term price action in shares to show where bulls can expect a tentative breakout.

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Markets inched higher heading into Thursday's trading session after Micron (MU) showed lasting earnings strength supporting the AI trade. However, Tom White points out concerns on the macro front he sees hitting a concentrated stock market. One of the biggest headlines: President Trump calling on EU leaders to release more diesel supply even as the U.S. weighs its own diesel export ban. Reports point to China considering its own ban of fuel exports. In the AI trade, Tom talks about Micron's eyewatering report and Alphabet (GOOGL) launching Gemini 4.

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September was "relatively calm" for Bitcoin and other crypto assets compared to past years, says Jim Ferraioli of Charles Schwab. That doesn't mean risks don't exist for crypto assets. Jim points to the Fed's interest rate hike, paired with ballooning U.S. debt, as key risks crypto investors need to navigate. Meanwhile, altcoins have recently outperformed against Bitcoin despite the latter's recent rally. Jim explains how all of these ties into his technical analysis for Bitcoin and addresses the spike in layer-1 and layer-2 transaction activity.

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Micron (MU) became the biggest stock story of Wednesday's session due to its highly anticipated earnings. Boeing (BA) shares didn't lift off even after getting a $20 billion contract from the U.S. Navy. HPE (HPE) rallied after securing its first order of AMD Inc. (AMD) Helios rack deployments. Marley Kayden talks about the biggest movers of the trading day.

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Core PCE moved markets Wednesday morning after the headline numbers came in lighter than Wall Street estimated. The tech trade saw multiple interesting headlines into Micron (MU) earnings, one of which being a tentative investment from TSMC (TSM) into Texas. Sam Vadas and Marley Kayden talk about their top takeaways on today's session.

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Christopher Davis says equities showed remarkable resilience this quarter despite rising rates, AI slowdown fears, and weak market breadth. He notes 20% of the S&P 500 (SPX) fell 10% or more in September while 60 to 70% of stocks sit 20% below their highs, creating a rolling correction under the surface. He sees the Mag 7 reasserting leadership as a safety trade, with Meta (META) and Alphabet (GOOGL) standing out as strong advertising businesses, and says bond yields aren't yet high enough to compete with stocks.

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Micron (MU) closed out the third quarter on Wall Street with earnings that beat on every metric it reports on. Guidance also shows plenty of strength for Micron's forward momentum. However, the stock didn't move much from the unchanged line minutes following the closing bell. Marley Kayden, Sam Vadas, and Kevin Green explain how the lack of a CapEx outlook plus a sky-high bar for earnings are contributing to the lackluster investor response.

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Ryan Zurrer has three companies he believes are leading the new frontier of technology: SpaceX (SPCX), Anthropic, and OpenAI. On SpaceX, he sees a third of the company's revenue coming from AI compute and a quarter from Starlink, emphasizing its pivot toward AI as a critical move for the Elon Musk-led firm. Ryan adds that Anthropic's projected $100 billion run rate justifies the Claude parent's $2 trillion IPO. As for OpenAI, he points to the software giant benefitting from frontier models.

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Mamadou-Abou Sarr, co-founder and president of V-Square Quantitative Management, says equities remain resilient with the S&P 500 up (SPX) about 2.8% for the quarter, driven by AI. He warns the 10-year yield above 5.3% could eventually overwhelm earnings growth, making a stronger case for active management and true diversification. He stresses that owning multiple asset classes isn't real diversification if they all share the same risk factors.

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Stephen Schmidt, chief security officer for Amazon (AMZN), talks about how the Mag 7 giant is navigating the collision between AI and cybersecurity at scale. As Stephen discusses, the evolution of AI is forcing Amazon to change the way it reviews exisiting protections and how it creates new methods to fend off cyber threats. When addressing the AI safety discourse between companies like Anthropic and Nvidia (NVDA), Stephen believes there's a "huge gap" between how people understand AI frontier models and what they are capable of.

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