Schwab Network

"China is moving very fast on AI," says Henry Greene, who gives investors a closer look into the U.S.-China AI arms race and impacts the President Trump and Xi Jinping summit will have on it. He notes that China's tech isn't as powerful as the U.S., though it is cheaper, making it attractive for companies to utilize. Henry addresses the regulatory risks and what it means for U.S.-based companies already using Chinese technology. That's not to say China isn't advancing its technology, with Henry pointing to Alibaba's (BABA) new AI chip as a sign innovation is increasing.

Karen Veraa-Perry of Blackrock believes the Fed will hike interest rates at least one more time before the year closes out. However, she says that hinges on whether the job market holds out and allows the FOMC to keep its full attention on fighting inflation. Karen then highlights opportunities she sees in the bond market and strategies to consider for those interested in fixed income products.

Risk-off sentiment into the Fed's interest rate hike made a sharp reversal afterward, leading to lots of strength during a historically weak period. Nigam Arora analyzes money flows on Wall Street's surface through the Mag 7 before taking a look under the surface into the rest of the S&P 500 (SPX) and Nasdaq-100 (NDX). However, he warns that the strength is concentrated as market breadth wanes. Nigam points to Micron (MU) earnings as the next key test for the tech sector.

With Bitcoin at its highest level since January, Chris Perkins believes crypto is entering a new bull cycle. Increased institutional investments helped make the crypto market more mature, which Chris says boosts access to the blockchain. He talks about Bitcoin's bullish path since the August short squeeze and how fundamentals will continue to shape investor sentiment in the space.

Lance McGray of Advisors Asset Management sees the Fed's interest rate hike as a new opportunity for fixed income ETFs. He talks about a variety of ETF products his firm has built with the purpose of given investors more exposure to the fixed income market.

AI's threats to software will increase the need for cybersecurity companies. Gerald Sparrow expects companies like CrowdStrike (CRWD), Palo Alto Networks (PANW), and Fortinet (FT) for the foreseeable future. Eddy Zervigon agrees but sees new opponents entering the software space in quantum computing firms. Both highlight winners they see across the software space and how cybersecurity will shape trajectory long-term for companies beyond tech.

Shares of Dell Technologies (DELL) has more than quadrupled since the start of 2026 and the P/E still look reasonably cheap for the tech sector, says Ryan Kelly. He believes the company will remain in the center of the AI data center buildout despite risks of taking on lower margin endeavors to take market share from HPE (HPE). However, elevated memory chip prices are something Ryan sees as a lasting overhang for ell's growth.

CFRA's Garrett Nelsom discusses AutoZone (AZO) and its mixed earnings that showed what he calls "solid" execution. While domestic sales showed less than 2% growth, international sales accelerated by 11%. Garrett adds that the average vehicle age continues to grow, a key factor adding to AutoZone's long-term demand. He sets a $3,200 price target for the stock.

Muse AI is a game changer for Meta Platforms (META), argues Kevin Hincks, pointing to the chart-topping downloads across app stores. The AI agent is what Kevin sees as the fruit to trees planted by Meta's massive CapEx plans. Tom White argues that Muse faces stiff competition from OpenAI and Anthropic among others, adding that the stock is currently trading on an overbought RSI. Both offer their own example options trades for the Mag 7 stock.

As Tesla (TSLA) and Alphabet (GOOGL) hit the gas on robotaxi acceleration, Landon Swan of @LikeFolio shares concerns for Uber Technologies (UBER) and its outlook. His firm's data shows Tesla's robotaxi services cost half as much in the San Francisco Bay area as Uber. That, paired with the user moats both Mag 7 giants built, are factors Landon believes pose strong challenges to Uber's longevity. He explains the "fear selloff" he sees coming for Uber.