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Chris Latimer, co-founder and CEO of Vectorize and co-founder of Mattermost, Ian Tien, say agentic AI shifts the risk from what AI says to what it does, with AI agents that hack and agents that get hacked. They say infrastructure for agent identity, security, and controls barely exists yet, and external attacks pose greater scale while internal insider threats remain newer and harder to gauge. Both see industry calls for federal AI guardrails as overdue, with Alphabet (GOOGL) and Meta Platforms (META) among those testifying before lawmakers.
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Rob Kay, CEO of Lifetime Brands (LCUT), says a $40.1 million tariff refund let the company pay down debt and strengthen its balance sheet. Sales grew over 7% to $141.6 million even as broader home category unit volumes fell 8%, with gains driven by off-price retailers like TJX Companies (TJX) and Ross Stores (ROST), warehouse clubs like Costco (COST), and e-commerce. Kay says consumers are eating at home more due to restaurant inflation, benefiting tabletop lines, but he's keeping full-year sales guidance cautious with no robust end market in sight.
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Prosper Trading Academy's Mike Shorr touches on trading opportunities he sees powering the AI trade. He takes investors through his example options trades for Coherent (COHR), Bloom Energy (BE), and ServiceNow (NOW). Kevin Green offers investors a glimpse into his technical analysis through the stock charts.
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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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The latest market moves are strengthening Eddie Ghabour's outlook for 2026 and into 2027. The S&P 500 (SPX) and Nasdaq-100 (NDX) rallying to new record highs in face of rising Treasury yields is something he believes backs a strong bull thesis. Eddie doesn't show any concern until technical and key economic indicators begin to waver. He also makes the case that crude oil is topping and Treasury yields are in the "eighth or ninth inning" of their rally.
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Kevin Mahn says the alcohol consumption decline is overplayed, with global volume down just 2% and developing markets like India, Mexico, and Brazil still expanding. He sees value in Constellation Brands (STZ) at under 10x forward earnings and a 3.6% dividend yield, but is not a buyer yet due to industry headwinds. Tom White then demonstrates an example trade using STZ.
======== Schwab Network ========
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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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AMD Inc. shares (AMD) tapped a new record as CEO Lisa Su sees "very high" chip demand in the coming years. Alex Coffey discusses what is driving the commentary from leadership, as well as the key metrics behind price target hikes from Citigroup and Mizuho. Tim Biggam offers an example options trade for AMD.
======== 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/2v9tH6D
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AI is the "locomotive" to the stock market, says Charles Schwab's Nathan Peterson. While tail risks exist for equities, "until it really begins to hit the consumer," there's not much concern to follow the trend, says Nate. He emphasizes how an institutional "catch-up trade" in tech will lift stocks despite lingering macro pressures.
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Jake Dollarhide, CEO of Longbow Asset Management, calls the market "tech or bust" and says stripping out energy and tech leaves you down for the year. He sees utilities as the obvious backdoor trade for AI power demand, citing Alphabet (GOOGL) and Constellation Energy's (CEG) nuclear deal and Microsoft (MSFT) repurposing Three Mile Island. He warns that new 6% corporate bond coupons create competition for capital and that rising rates could eventually crack the AI trade.
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Market breadth expanding as both the S&P 500 (SPX) and Nasdaq-100 (NDX) hit new record highs. Kevin Green talks about how Tuesday's trading action can lead to an even stronger session, highlighting options activity that suggests more upside. Another point of interest KG mentions: international trade in goods and services. Crude oil is hitting a key support level per KG's analysis, though a bounce to $95 is not outside the realm of possibility as supply faces lasting headwinds.
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Zscaler (ZS) shares surged after reiterating guidance ahead of its investor day. Diane King Hall explains how the demand for cybersecurity amid AI's acceleration is powering a need for the company. Elsewhere in tech, Stifel raised its price target for ServiceNow (NOW). Diane then addresses lingering weakness in Nike (NKE), not helped by a downgrade from Berenberg.
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