Schwab Network

Value is the name of the stock market's current game, according to Thomas Hayes, pointing to the expansion of market breadth and a greater investor focus on positive free cash flow companies as a sign of the rotation. While he argues hyperscalers will show a return to free cash flow, it won't happen until 2028. As Thomas expects this shift to continue, he believes small cap stocks will rally and Treasury yields will continue to fall. His top stock picks include Etsy (ETSY) and Crown Castle (CCI).

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AMD Inc. (AMD) tested investor sentiment on the AI trade in its latest earnings. Apple (AAPL) moved lower even after the iPhone developer posted eyewatering revenue figures. Palantir (PLTR) more than doubling commercial revenue growth still wasn't enough for Wall Street. Marley Kayden takes investors through Tuesday's biggest stories of the trading session.

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Sam Vadas looks to Nvidia (NVDA) for her final takeaways as the company reclaims its number one spot on Wall Street. The Mag 7 giant is also seeking to reduce its exposure in China. Marley Kayden focuses on U.S. movers, including Bloom Energy (BE) signing a memorandum of understanding with California Resources.

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AMD Inc. (AMD) moves higher after beating earnings and revenue expectations, with data center revenue jumping 97% year over year and driving the results. Marley Kayden, Sam Vadas, and Alex Coffey break down AMD’s strong Q4 outlook, mixed performance across gaming, client and embedded businesses, and why its growing focus on AI infrastructure and large-scale rack solutions could help separate it from Intel (INTC).

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Angelo Zino breaks down Apple (AAPL) after earnings, discussing strong iPhone demand, rising memory costs, China market share, AI, services growth and the potential for a foldable iPhone. He also previews AMD Inc. (AMD) earnings, focusing on server CPU market share, data center growth and large-scale rack solutions as key drivers for the chipmaker.

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Mark Hamrick discusses the upcoming jobs report and why inflation remains a bigger concern for the Fed than the labor market. He examines JOLTS data, the gap between wage growth and consumer prices, and manufacturing pressures tied to AI demand and supply-chain constraints. Hamrick also weighs the inflation risks from tariffs and geopolitical tensions and raises concerns about reduced transparency under Fed Chair Kevin Warsh.

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A few days after the largest heist of crypto assets in history, StaySolvent founder Ray Salmond claims Binance effectively neutralized investor concern through transparency around the hack impacting the company. Although he warns crypto investors that short-term risks exist with the midterm elections and bipartisan regulation efforts, he states "2027 could still be a bullish year" as current buy orders outpace sell orders by 2.5 times.

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Jay Hatfield of Infrastructure Capital Advisors talks about the benefits he sees in income ETFs in the middle of a volatile market environment and the products his firm created to leverage the strategy. He then turns to the differences between equity and fixed income ETFs and way his firm uses options activity to play into risk appetite for each.

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Stephanie Walter believes that Palantir (PLTR) earnings prove the has longevity in the AI race, though not without some concerns. Traction in the company's enterprise reach is something she sees as impressive, though the rate of adoptions remains a key question moving forward. Brad Shimmin explains how Palantir engrains itself in the many layers of the AI trade and why he sees it as a bullish indicator. In short, he sees Palantir's business model as the core to AI sustainability.

Ahead of AMD Inc. (AMD) earnings, Danielle Shay has expectations that a slowdown in its PC business is already priced in and is watching the $500 level as a line in the sand between bears and bulls. Proof AMD is taking market share from Intel (INTC) is something Danielle sees pushing bulls over that line. She explains that the technical set-up for AMD appears favorable and believes the stock will reach between $650 and $700. Danielle then looks to the technical trends in the VanEck Semiconductor ETF (SMH) and how a breakdown in AMD post-earnings will hit all chipmakers.

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