Schwab Network

China is leading global headlines in the AI trade today, according to Sam Vadas. She takes investors through her top takeaways through China's investigations into DeepSeek and Moonshot AI. Sam adds that Broadcom (AVGO) faces scrutiny in the country as well.

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Dave Gilbert sees small businesses under pressure from inflation and rising costs, turning to AI for marketing, budgeting, and expense management. He notes adoption is higher in professional services and health sciences while real estate trades lag behind, and says smaller firms spend a fraction of what giants like Uber Technologies (UBER) invest. Gilbert also points to solopreneurs building companies with fewer than three people using AI tools since the pandemic.

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AMD Inc. (AMD) became the fourth U.S. chipmaker to reach $1 trillion in market cap. Stephen Sopko believes the strong rally in shares to reach that milestone shows a recognition that AMD is much more than a traditional chipmaker. Meta Platforms (META), a major customer for AMD, developing its Muse AI agent is what Stephen considers a strong case for the need for CPUs long-term. He then turns to Nvidia (NVDA) and Intel (INTC) chip development and ways they highlight a lasting need for AI data centers.

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The Nasdaq-100 (NDX) hitting an all-time high, paired with the release of Muse AI from Meta Platforms (META), shows that the AI trade is back, according to Ben McMillan. For Muse in particular, he believes the AI agent is a strong product because it allows Meta to hit its audience directly. The launch faces sentiment headwinds as opinions on AI data centers hit an all-time low. Ben doesn't see the developments as a death knell for the trade, just a sign that investors will be more careful in picking tech stocks. The 10-year Treasury yield climbing above 5% once again also pins equities short-term.

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Charles Schwab's Kevin Horner sees the S&P 500 (SPX) pulling back from resistance with key support at 7,685 to 7,700, the 50 day moving average at 7,630, and last week's FOMC low near 7,500. He highlights Zebra Technologies (ZBRA) breaking out of a bull flag with a target near 415 while the broader tech sector struggles. Horner also flags ConocoPhillips (COP) pulling back to its 50 day moving average as a potential entry point for bullish energy traders.

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David Aspell sees investors struggling to find real diversification as the top ten S&P 500 (SPX) names now make up 38% of the index and fixed income no longer offsets stocks the way it used to. He favors the KMLM ETF, a systematic trend-following strategy trading commodities, currencies, and bonds both long and short, which is up around 20% this year with a low negative correlation to equities. Aspell says the fund is currently long oil and short fixed income to capture the trends driving yields higher and pressuring the stock market.

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Kip Compton, CEO of Fastly (FSLY), highlights how the company attained 20% year-over-year growth as AI adoption accelerates, with over half of network traffic now machine driven. He outlines new AI firewall and bot protection products that help customers manage threats at the edge. Compton explains how edge computing delivers lower latency and higher bandwidth than centralized clouds like Amazon (AMZN) AWS.

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Cisco (CSCO) remains in the heart of the AI trade due to its networking capabilities, says Kim Forrest. The data center buildout and the need for data access are two sides of the same coin Kim believes Cisco can cash in on. The networking giant still faces one key question: how effectively can the legacy tech firm capitalize on AI's rapid evolution?

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Seth Schachner calls the regulatory settlement clearing the Warner Bros. Discovery (WBD) and Paramount Skydance (PSKY) merger a "nothing burger," with no assets sold and headquarters kept in California. He says the focus now shifts to managing $79 billion in debt and $6 billion in cost cuts while combining two massive studios without disrupting the creative side. Schachner sees the merger as a way to compete against deep-pocketed big tech rivals like Netflix (NFLX), Walt Disney (DIS), Apple (AAPL), Amazon (AMZN), Alphabet (GOOGL), and Meta Platforms (META), with more streaming consolidation and hybrid theatrical releases ahead.

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LikeFolio's Landon Swan sees his firm's consumer sentiment data pointing to a solid Darden Restaurants (DRI) earnings report. He says a 22% increase in year-over-year demand is driven by Olive Garden holding the line on pricing and Longhorn Steakhouse outperforming on strong beef and protein trends. He explains casual dining is in a sweet spot as consumers trade up from fast food like McDonald's (MCD) and trade down from fine dining.

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