Schwab Network

Australian-based AI company Firmus has delayed its IPO over self-cited concerns of market volatility. In the U.S., economic data continues to show households face growing affordability pressures. Sam Vadas and Marley Kayden take investors through their top takeaways to close out the trading week.

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Corey Ruth discusses how geopolitical uncertainty is affecting oil and fuel prices, with potential ripple effects for Delta Air Lines (DAL) and other airlines. He also weighs risks from Gulf production disruptions and questions surrounding AI infrastructure spending. Ruth highlights pressure on Intel (INTC) and Nvidia (NVDA) and warns that concentrated, interconnected AI investment could create broader risks if major companies pull back spending.

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BaRupOn CEO Balaji Tammabattula discusses growing opposition to AI data centers as projects face energy constraints, community concerns and political pushback. He says responsible expansion will require more power infrastructure, including off-grid generation and potentially nuclear, along with greater investment and engagement in local communities.

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Kevin Davitt of Nasdaq talks about factors behind the index's outperformance. He starts with a look into the quarterly rebalancing of SpaceX (SPCX) and the expansion of its free float. As Kevin explains, SpaceX serves as a litmus test into how younger investors are favoring the Nasdaq-100 (NDX) more than prior generations. Keep an eye on volatility and options activity as well, as Kevin points to factors in each that he sees influencing the Nasdaq.

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Charles Schwab's Patrick Ciummo breaks down bullish technical signals in the S&P 500 (SPX) and SpaceX (SPCX), including moving averages, momentum and key support levels. He also examines EchoStar (SATS), highlighting its SpaceX exposure, high short interest and potential as a sympathy trade if SpaceX continues higher.

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Corgi Invest Chief Investment Strategist Jeff Weniger discusses its concentrated AI strategy offering exposure to OpenAI and Anthropic ahead of potential IPOs. He also highlights Meta Platforms (META), Nvidia (NVDA), Alphabet (GOOGL) and SpaceX (SPCX), and explains how total return swaps provide exposure to private AI companies within the ETF structure.

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The third and fourth derivatives of the AI trade are starting to see returns on investment, says Dan Ives, who believes markets are in the midst of the "golden age" of AI. He adds that every dollar spent on the evolving tech will see five to six times the returns. Dan names Nvidia (NVDA), Microsoft (MSFT), Palantir (PLTR), Apple (AAPL), and CrowdStrike (CRWD) as his top five tech plays for the next year. For Apple in particular, Dan sees the Mag 7 giant getting help from one of its mega cap peers: Alphabet (GOOGL). Palantir is a stock he expects to double over the next two or three years. As for SpaceX (SPCX), he calls the company the "next hyperscaler" as it expands AI compute capabilities.

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Hatem Dhiab believes Amazon (AMZN) has the strongest positioning in cloud compared to other mega cap peers like Microsoft (MSFT) and Alphabet's (GOOGL) Google Cloud. He says the company's five consecutive quarters of strong growth and "excellent" margins gives the Mag 7 giant an expanding moat to utilize AI compute. Hatem adds that Amazon is offering a much clearer profit roadmap with its CapEx when comparing its backlog growth to Alphabet.

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TripleLift COO Rob Deichert discusses how deal days are pulling holiday shopping earlier and driving strong advertising demand. He says AI tools including ChatGPT, Gemini and Claude are changing product research and forcing marketers to reach consumers beyond retailer websites, across social media and the open web.

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iSeeCars.com's Karl Brauer discusses how higher gas prices are fueling demand for hybrids and EVs, with used hybrid sales up 33% as buyers seek better fuel economy without EV range and charging concerns. He highlights strong hybrid demand for Toyota’s RAV4 and says Tesla (TSLA) continues to drive much of the used EV market. Brauer also breaks down EV winners including Kia, Toyota’s Lexus RZ and Audi’s Q4 e-tron, while pointing to weaker demand for models such as the Dodge Charger. He says falling battery and motor costs could eventually make hybrid technology standard across more vehicles.

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