Schwab Network

Akash Palkhiwala, CFO and COO of Qualcomm (QCOM), talks about the company's Snapdragon Summit and ways new technology is changing the AI trade. New tech Qualcomm is unveiling includes the Snapdragon 8 and Elite Gen 6 smartphone chips just as the company renews its global patent license with Apple (AAPL). Agentic AI will drive a lot of Qualcomm's new tech, with Akash outlining how AI will execute tasks beyond phone screens.

A "Force Majeure" citation by Oracle (ORCL) over its New Mexico data center, which will primarily be used by OpenAI, sent shares of the company sliding on Thursday's session. Cory Johnson says he was initially worried about the headline, noting that it adds pressure on the lenders behind the contract. That said, he makes the case this will be an unsung advantage for Oracle. Cory explains how it gives the company a wider runway to stretch spending. What can't be ignored: who is going to be left with the deb?

Yelena Shulyatyeva says the goal between the U.S. and Iran is clear: neither side wants to escalate the war between both countries further. It's also a key point of discussion between President Trump and China President Xi Jinping during their summit. Another key talking point between the two: the future of AI, which Yelena attributes as the biggest factor driving the U.S. economy. She talks about how the U.S. is balancing all these headlines and pressures affecting them, along with her timeline expectations on when those pressures will wane.

The crypto market is back at $3 trillion in combined total investments of assets, says Adam Lynch of Charles Schwab, who highlights the stunning rally in Bitcoin and Ethereum driving the new bull run. The legislative process behind the Clarity Act may also still be alive in 2026, as Adam points to headlines suggesting a resurgence in discussions. Bitcoin's price action making a "golden cross" adds technical muscle to the crypto rally as well.

Cole Pearson, president of OneAscent, discusses the company's "values-based" approach to creating ETFs for clients. When talking with clients, Cole says most consider themselves long-term owners, adding an emphasis to OneAscent's value-centric approach. Cole outlines ETFs the company has made that takes a wide range of stocks in consideration, from U.S. large caps to international firms.

"Our view has not changed" on bullish AI memory expectations, says Lucas Downey of MoneyFlows.com. He explains that money flows into companies like Micron (MU), SanDisk (SNDK), Western Digital (WDC) and similar names continue to accelerate forward earnings momentum. Lucas likes SanDisk in particular due to the stock's current valuation, even after a stunning 600% rally over 2026. Chris Ward adds that "incredible demand for AI" won't waver anytime soon due to the seemingly parabolic AI infrastructure buildout. He turns to the Roundhill Memory ETF (DRAM) as a gauge on the overall health of the memory chip trade.

Andrew Graham says the story for Meta Platforms (META) will be Muse AI, backed by the vast amount of downloads and monetization opportunities it presents. He compares the Mag 7 company's latest innovations to competing AI software and makes the case that Muse and Meta's new VR glasses offer a ramp for the company to capitalize on its massive social media footprint.

With Meta Connect in the rearview mirror, Steven Dickens offers his big takeaways from the event and what new Meta Platforms (META) tech means for the Mag 7 stock as it hits 52-week highs. He believes the company's Muse AI agent, along with the pocket-sized Muse Charm and VR glasses, will embed AI directly with people's day-to-day lives. That infusion is what Steven sees giving Meta a deeper monetization entrenchment that its massive social media footprint already provides.

LikeFolio's data points to Costco (COST) being in "exactly the right position" in the big box retailer trade. Andy Swan shows that Costco's year-over-year demand has risen 17% over the previous 90-day period. That, combined with the stock price decline, is something Andy sees as a favorable trading set-up into earnings. Two tentative sticking points he sees hitting the stock: guidance and margins, which both faced pressure in past reports.

Characteristics and Risks of Standardized Options: https://bit.ly/2v9tH6D. Oracle (ORCL) shares are sliding back toward 52-week lows after it sent a "force majeure" notice to the developer behind Project Jupiter. Reports suggest the company is trying to shield itself from accumulating expenses on the data center, which is part of key infrastructure for OpenAI. Kevin Hincks and Tom White weigh on whether the headline is overall bullish or bearish for Oracle as discussions surrounding the company's debt accumulate. Both offer example options trades for Oracle's stock.