Schwab Network

Brian Vieten of Siebert explains what lead to the recent rally in Bitcoin off a recent floor the cryptocurrency established. He points to Strategy (MSTR) selling Bitcoin, paired with Clarity Act uncertainty, as two key culprits to the spring selloff. Now, Brian has a $175,000 price target for Bitcoin after a short squeeze and comments from President Trump reinvigorated the crypto trade. 

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Are all the investments being made into AI going to pay off? That's the question Nigam Arora takes to Wall Street as he analyzes what growing debt tied to the AI trade means to a Fed he sees hiking interest rates. He makes the case the stock market can fall at least 30% if AI's "day of reckoning" ever comes to fruition. Nigam discusses what this worst case scenario means for equity momentum and how investors can brace for it. 

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Wall Street is starting to price in a 25bps interest rate hike for September, though it may come down to what next week's CPI print shows, says Zachary Hill. He adds that it won't matter long-term, so long as it's not the start of a hike cycle. Zachary warns that a pullback is likely in equities after Labor Day but makes the case that he would be a buyer if the economy doesn't deteriorate. 

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Nvidia (NVDA) showed the AI trade remains very much alive, says Sylvia Jablonski, along with how important everything that energizes AI really is. She talks about how memory and photonics "fuel the engine" to AI, pointing to several ETFs investors can use to add exposure to portfolios. 

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Cory Johnson discusses Palo Alto Networks (PANW) ahead of the cybersecurity firm's earnings. He examines the company's partnership with Anthropic and how it highlighted numerous and unseen risks across the software space. When it comes to the earnings report, Cory tells investors to pay attention to how Palo Alto will expand its free cash flow and its platform. 

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With a global selloff in the bond market, and the 10-year Treasury yield at 4.8% — the highest level since 2005, “a cash buffer and getting paid close to 4% is a great opportunity,” says Mamadou-Abou Sarr, co-founder of V-Square Quantitative Management. He explains how factor risk, value, yield, momentum, and more impact his investing models. As geopolitical and economic risks mount, he discusses investing opportunity beyond the Mag 7.

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Shares in Dell Technologies (DELL) look a “little rich,” says Landon Swan of LikeFolio. The stock rallied an eye-watering 240% so far in 2026. While laptop and PC demand declines, Landon says infrastructure revenue tied to servers is expected to be strong. He previews the Dell earnings by examining how it uses Nvidia (NVDA) AI chips, compares the company to one of its main competitors in Super Micro (SMCI), and weighs Dell's margins against Microsoft (MSFT).

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Market consolidation is not surprising, says Jay Mehta with Veraz Advisors, after one of the best earnings seasons in 30 years followed by Fed Chair Kevin Warsh comments that inflation hasn’t slowed meaningfully enough. Mehta’s market outlook is a nod to Nvidia (NVDA) revenue growth, which he notes extends beyond hyperscalers. While energy prices and rising rates can impact growth, he expects AI spending to continue, and he is bullish on technology, power infrastructure and industrial beneficiaries of AI spending.

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Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X –   / schwabnetwork  Follow us on Facebook –   / schwabnetwork  Follow us on LinkedIn -   / schwab-network  About Schwab Network - https://schwabnetwork.com/about

Wall Street analysts are upping bullishness in Microsoft (MSFT), seen in BofA's lates price target hike.  Diane  King Hall explains why the firm sees the Mag 7 giant as one that can capitalize on AI growth, a view shared by Truist on CrowdStrike (CRWD). She also notes an upgrade on Akamai (AKAM) from Piper Sandler. 

======== Schwab Network ========

Empowering every investor and trader, every market day.

Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X –   / schwabnetwork  Follow us on Facebook –   / schwabnetwork  Follow us on LinkedIn -   / schwab-network  About Schwab Network - https://schwabnetwork.com/about

CrowdStrike's (CRWD) huge quarter shows Ian Tien that the cybersecurity space is here to stay. The big question he poses for forward momentum: how will companies contain threats AI agents pose? Ian outlines how he sees LLMs offering more opportunities for growth in cybersecurity companies. John Watters explains how the rise of AI is forcing firms to "play catch-up" to fend off cyberattacks. He looks ahead to Palo Alto Networks (PANW) earnings.

======== Schwab Network ========

Empowering every investor and trader, every market day.

Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X –   / schwabnetwork  Follow us on Facebook –   / schwabnetwork  Follow us on LinkedIn -   / schwab-network  About Schwab Network - https://schwabnetwork.com/about