Schwab Network

Tsvetta Kalenyska says social media sentiment for Apple (AAPL) has been busy this week as the company considers adding Anthropic or OpenAI to help power its revamped Siri offering. Just in the last 7 days, she says some posts indicate a "concern" over AAPL's privacy and they see a "competitive pressure" mounting for the iPhone maker. Tsvetta adds that potential tariff price hikes for Apple products have continued to be on the minds of consumers.

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Redburn downgraded Adobe (ADBE) to a sell rating a day after Figma files for an IPO. Rachel Dashiell discusses the technical patterns on ADBE's chart, looking at the software company's overall downtrend. She says shares are in a "repair" mode now, hovering near its 50-day moving average. Rachel sees upward resistance still ahead, but points to the RSI study posting higher-lows as a potential momentum catalyst for shares.

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The rotation trade has been on the minds of traders and investors to begin the 2nd half of 2025. Tom White joins Diane King Hall to dissect the trading patterns observed so far in the holiday-shortened week. For the S&P 500 (SPX), Tom's watching stocks trading above their 50-day moving average. He also highlights the "golden cross" taking place for the SPX, which could signal some technical bullishness ahead. Tom later discusses developments out of Washington D.C. as the latest iteration of Pres. Trump's tax and spending bill heads back to the House.

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Former Mizzou Tiger and president of 329 Services, Kenge Stevenson, talks about how explosive pricing has grown for NBA teams. The Los Angeles Lakers just sold for $10 billion. Kenge offers his own experiences to explain why valuations for teams soared in recent years. Private investment firms are also capitalizing on the trend.

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The SPX and NDX stalled their all-time high runs as most mega caps struggled to rally on the session. Tesla (TSLA) was the biggest laggard of the Mag 7 after CEO Elon Musk openly criticized President Trump's "big, beautiful bill." China EV companies like BYD Co. (BYDDY), XPeng (XPEV) and NIO Inc. (NIO) all posted strong vehicle sales that add pressure against Tesla. Apple (AAPL) shined in the Mag 7 as Monday's optimism continues. Alex Coffey takes a closer look at what's driving today's big market moves.

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Marcus Bodet joins to discuss the A.I. revolution and its impact on the tech industry. He highlights the opportunities and challenges faced by legacy software companies as they try to transition to an A.I. model, and notes that the barriers to entry for startups have come down significantly. Bodet also touches on the trend of big tech companies, such as Nvidia (NVDA), making strategic acquisitions and investments in smaller A.I. startups, and predicts that this shopping spree will continue in the near term.

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Oshkosh (OSK) rallied to a new 52-week high after Goldman Sachs upgraded the stock. George Tsilis adds that defense spending behind the "big, beautiful bill" is driving some optimism due to the company's tactical vehicle exposure.

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The Senate passing the newest version of the "big, beautiful bill" is "not a slam dunk," says Charles Schwab's Mike Townsend. He says the House can make changes that would put President Trump's 4th of July deadline in jeopardy. Mike also notes concerns dividing party lines in programs like Medicaid facing cuts. $3 trillion being added to the federal debt through the bill is something Mike sees lingering over GOP lawmakers long-term.

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Austin Allison CEO of Pacaso, joins to discuss the luxury second-home co-ownership market. He talks about how Pacaso's model makes luxury real estate more accessible. Allison notes that while rising interest rates have impacted the broader real estate market, the luxury market has remained stable. High-end homebuyers are less sensitive to rates due to increased cash purchases and view real estate as a stable asset during turbulent times.

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Mega caps didn't give the SPX a lot of room to run today but market breadth as a whole was bullish, says Kevin Green. He points to more defensive, low-beta stocks catching a bid. He measures the SPX high dividend trends to the base index to show the bullish correlation between the two.

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