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The memory trade bounced back following last weeks sell off with Micron (MU), Western Digital (WDC), and Seagate (STX). Broadcom (AVGO) and Apple (AAPL) announced their partnership expansion, and AMD Inc. got a price target hike from Goldman Sachs.
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Marley Kayden touches on Lockheed Martin’s (LMT) acquisition of a naval defense firm. Sam Vadas explains how SK Hynix is outperforming U.S. listed competitors and what’s driving its momentum.
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Hooman Radfar, CEO of Collective, discusses how AI is transforming the accounting industry and helping power the growing solopreneur economy. He argues that AI is shifting workers toward higher-value tasks rather than replacing them, creating new opportunities for productivity, entrepreneurship, and business growth.
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Sonali Basak, chief investment strategist at iCapital and former Bloomberg reporter, weighs in on proper portfolio construction in the current market environment, the state of private credit and how to stay disciplined as an investor. Sonali also explains how AI is changing the financial services industry and what further changes AI could bring to the larger business world.
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CEO of OneChronos, Kelly Littlepage, explains how his company navigates the compute market and ways it uses compute as an asset class. As alternative trading systems develop, Kelly talks about how OneChronos is moving through the regulation process and why compute should be used as a tradable asset.
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Michael Monaghan outlines three key forces shaping markets: stability in the Middle East, accelerating AI investment, and evolving labor market trends. He argues that AI will drive productivity and job creation rather than widespread displacement, while highlighting founder-led companies like Amazon (AMZN) and Nvidia (NVDA) as well-positioned leaders during periods of technological disruption.
======== Schwab Network ========
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Joe DeYonker, CEO of Pure Play ETFs, introduces the Nvidia Ecosystem Picks and Shovels Index ETF (NVP), which provides exposure to Nvidia’s (NVDA) entire value chain, from silicon suppliers to data center infrastructure providers. He explains how the ETF helps investors navigate shifting AI bottlenecks and rotation risk by packaging Nvidia’s ecosystem into a single investment, while positioning the AI buildout as a long-term growth opportunity.
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Gil Luria of D.A. Davidson examines Palantir’s (PLTR) recent performance, saying the company is doubling its cash flow this year and at a fast pace. He discusses why his firm upgraded Palantir to buy and raised its price target to $175 from $165, though warned investors to expect plenty of volatility in the stock.
======== Schwab Network ========
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Charles Schwab's Rachel Dashiell analyzes the S&P 500’s (SPX) breakout from a symmetrical triangle pattern, highlighting key levels traders should watch for confirmation. She also examines bullish double-bottom formations in DoorDash (DASH) and Wells Fargo (WFC), outlining potential opportunities and favorable risk-to-reward setups for both stocks.
======== Schwab Network ========
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Steven E. Orr explains why investors should focus on out-of-favor companies with strong fundamentals, highlighting Microsoft (MSFT) as a potential rebound candidate. He also shares his views on the AI race, sets an ambitious target for GE Aerospace (GE), and identifies Palo Alto Networks (PANW) as a top cybersecurity play amid growing digital security demand.
======== Schwab Network ========
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