Schwab Network

Jim Iuorio sees precursors for job losses in the latest economic data and thinks the Fed should be easing rates soon. “The market is becoming more and more comfortable with tariffs not being strictly inflationary,” he argues. However, he thinks the copper tariffs will be inflationary. He turns his attention to crypto as Bitcoin hits a new record high, saying the fundamental story “hasn’t changed” and he doesn’t want to be left on the sidelines of the rally.

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Ben Cook spotlights energy, expecting $60/barrel for crude oil by year end, and higher next year. He also thinks the natural gas story is “very strong,” particularly with energy demand from the AI sector. Ben discusses his expectations for rising demand across the energy sector, including the budding nuclear field. However, his longer-term outlook for nuclear is “challenging” given how slow it is to come online. He likes Exxon Mobil (XOM) and GE Vernova (GEV).

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Despite the SPX and NDX tapping new all-time highs, stocks closed lower on the week. Bitcoin and Nvidia (NVDA) still managed to reach new all-time highs. Airlines rallied big after Delta Airlines (DAL) posted strong earnings, while big banks sold off after getting downgraded ahead of their earnings. Marley Kayden carries investors through the week's top market stories.

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Sanjay Poonen, CEO of Cohesity, explains the business of data protection and using that data for AI. “We are intersecting security and AI,” he says, with backers including some Mag 7 members. He talks about the importance of machine learning to the cybersecurity industry in stopping ransomware and other digital attacks, as well as recovery afterwards. He looks at various customer needs and data pools, such as the regulatory requirements that banks are under, or hospital medical records.

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The home buying market is about to get a boost. Anthony Hutchinson discusses a game-changing announcement from FHFA director that could make up to 5 million new potential home buyers eligible for a mortgage. Hutchinson explains how VantageScore's new approval for conventional mortgages will open up an estimated $1 trillion in new business and give more Americans a shot at homeownership.

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Max Jackson discusses the potential impact of the "One Big Beautiful Bill" on energy prices and the industry as a whole. Jackson notes that while the decline of tax credits may have hurt solar stocks in the near term, the fundamental value proposition for renewables remains intact. He is bullish on energy as a sector, citing rising energy prices, but cautions that the timeline for nuclear and other alternatives may be longer than anticipated.

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President Trump's reported 35% tariff on Canada and 50% tariff on copper deepens uncertainty surrounding global trade. Kathy Jones with Charles Schwab says the more tariffs that emerge won't just worsen consumer sentiment, but also the FOMC's interest rate picture. The potential for a rate cut can fall further if next week's CPI and PPI show inflation staying in check.

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Phil Streible sees a “gamma squeeze” in Bitcoin as it hits new highs and thinks it could “easily” hit $125K. He explains his reasoning and what he’s watching in adoption trends for the cryptocurrency. For oil, he sees Russia uncertainty as the primary driver, with President Trump promising an announcement soon. He thinks crude prices will stay in the mid to lower-60s. Phil also discusses the latest movements in the U.S. dollar.

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Nvidia (NVDA) muscled an all-time high run this week, but has the rally been overextended? Tom White turns to the technicals of the A.I. giant. He points out the stock's RSI climbing into overbought territory even as stock volume dries up. However, its options activity continues to power the run higher. Tom offers his insight as to why Nvidia can push up on its own ceiling.

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Sucharita Kodali reacts to Levi (LEVI) earnings and the return of denim as a trend. “The question about tariffs has been in the retail ecosystem for ten years now,” Sucharita says, and so Levi has taken steps to diversify its production already. She also thinks consumers remain strong and spending, benefitting the company – and social media influencers are going global, making fashion trends broader. However, because of its competitive market, she doesn’t think it can pass through price increases to consumers.

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