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Suzane Porske outlines her outlook for the second half of 2026, pointing to a shift away from hype and toward more cautious positioning. She highlights opportunities in AI infrastructure, energy, and banking, driven in part by demand for steady income. Porske favors a proactive but conservative approach, using ETFs instead of single stocks or IPOs in more stable sectors.
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Broadcom (AVGO) had a "great" earnings while other chipmakers like Nvidia (NVDA) posted "phenomenal" reports, a reason Gil Luria believes shares of the company have not outperformed as well. He considers Broadcom a company running on all cylinders on expectations it will ramp up its partnership with Alphabet (GOOGL). Gil also discusses what the company's Jalapeno AI chip it is developing with OpenAI means for the broader chipmaking space. Rick Ducat dives into an example options trade for Broadcom.
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Marley Kayden discusses Onsemi (ON) after the chipmaker announced its $7 billion acquisition of Synaptics (SYNA), sending shares lower. She also talks about TD Cowen’s downgrade of Onsemi to Hold following the deal. Dan Deming walks us through an example options trade.
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Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D
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Charles Schwab's Cooper Howard believes markets are trading more off overall inflation concerns instead of energy bottlenecks surrounding the Strait of Hormuz. It comes as a Fed led by Kevin Warsh is forced to walk an interest rate tightrope with inflation front and center. Cooper talks about his expectations for the FOMC and the path ahead for rates.
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Divya Mathur highlights continued outperformance in emerging markets, led by tech strength in South Korea and Taiwan. He points to long-term opportunity in India despite recent weakness and sees selective upside in China across batteries and healthcare.
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Eric Sterner discusses a market rotation away from tech, while noting AI continues to support strong earnings and a broader rally. He highlights volatility in semis, expanding demand across data centers and materials, and weighs the impact of delayed mega-IPOs like OpenAI.
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Diane King Hall talks about Friday’s biggest stock movers, including Nike (NKE), which tapped 52-week lows after Keybanc downgraded the stock ahead of next week's earnings. She also covers Wells Fargo and Jefferies raising their price targets on Applied Materials (AMAT), along with Citi lifting price targets across several major airline stocks.
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David Katz sees the Mag 7 sell-off as a buying opportunity in Apple (AAPL), Amazon (AMZN), Microsoft (MSFT), Meta Platforms (META), and Alphabet (GOOGL). He recommends trimming Micron (MU) and other semis, while favoring PepsiCo (PEP), Constellation Brands (STZ), ADP (ADP), and TE Connectivity (TEL).
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The S&P 500 (SPX) points toward a down week, but as Kevin Hincks points out, the index's equal weight counterpart tapped all-time highs. He explains how a significant slide in crude oil prices offers reprieve for stocks. Kevin then talks about what this week's economic data means for a Kevin Warsh-led Fed.
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Apple (AAPL) had its largest single-day decrease in stock price since April 2025 on Thursday after boosting prices on some of its key products. Rick Ducat points out that the company is still among the Mag 7's top performers over the last year, while highlighting key support and resistance areas to watch. He then offers an example options trade for Apple.
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