Schwab Network

AI's threats to software will increase the need for cybersecurity companies. Gerald Sparrow expects companies like CrowdStrike (CRWD), Palo Alto Networks (PANW), and Fortinet (FT) for the foreseeable future. Eddy Zervigon agrees but sees new opponents entering the software space in quantum computing firms. Both highlight winners they see across the software space and how cybersecurity will shape trajectory long-term for companies beyond tech.

Shares of Dell Technologies (DELL) has more than quadrupled since the start of 2026 and the P/E still look reasonably cheap for the tech sector, says Ryan Kelly. He believes the company will remain in the center of the AI data center buildout despite risks of taking on lower margin endeavors to take market share from HPE (HPE). However, elevated memory chip prices are something Ryan sees as a lasting overhang for ell's growth.

CFRA's Garrett Nelsom discusses AutoZone (AZO) and its mixed earnings that showed what he calls "solid" execution. While domestic sales showed less than 2% growth, international sales accelerated by 11%. Garrett adds that the average vehicle age continues to grow, a key factor adding to AutoZone's long-term demand. He sets a $3,200 price target for the stock.

Muse AI is a game changer for Meta Platforms (META), argues Kevin Hincks, pointing to the chart-topping downloads across app stores. The AI agent is what Kevin sees as the fruit to trees planted by Meta's massive CapEx plans. Tom White argues that Muse faces stiff competition from OpenAI and Anthropic among others, adding that the stock is currently trading on an overbought RSI. Both offer their own example options trades for the Mag 7 stock.

As Tesla (TSLA) and Alphabet (GOOGL) hit the gas on robotaxi acceleration, Landon Swan of @LikeFolio shares concerns for Uber Technologies (UBER) and its outlook. His firm's data shows Tesla's robotaxi services cost half as much in the San Francisco Bay area as Uber. That, paired with the user moats both Mag 7 giants built, are factors Landon believes pose strong challenges to Uber's longevity. He explains the "fear selloff" he sees coming for Uber.

Microsoft (MSFT) "continues to be integral" to AI infrastructure, says Ron Westfall. He believes the Mag 7 company is poised to capture high-margin revenue through its Azure cloud so long as it maintains industry leadership. One risk Ron sees for Microsoft: executing its massive backlog. Evan Feagans isn't entirely convinced of the bull case due to competing hyperscalers like Alphabet (GOOGL), Amazon (AMZN), and Meta Platforms (META) gaining traction. He where Microsoft stands in the greater software sector.

Beth Mazza and Victoria, co-founders of Female Mavericks and authors of "Entrepreneur Like a Mother," talk about the difficulties women-led businesses overcome in a male-dominated space. They talk about how they balance family life while building wealth for themselves and their families, along with offering advice from their book. Beth also offers more insight into the lending imbalance she sees backing female-led companies.

With the S&P 500 (SPX) a "stone's throw" away from all-time highs, Charles Moon (@ProsperTradingAcademy) points out trading opportunities covering several sectors. He sees a strong base forming in Cerebras (CBRS) that he expects to lead to a bullish breakout, a "fast in-and-out" entry opportunity in Valero Energy (VLO), and Tesla (TSLA) holding a bullish "level of persistence." Charles offers example options trades for his picks while Rick Ducat highlights key levels to watch in the stock charts.

"The breadth isn't great, but it's been not great for a while," says Jim Iuorio. While AI-tied stocks have recently led markets higher, Jim believes market breadth should improve alongside the tech sector due to initial goals that AI should improve profitability for all corners of Wall Street. He thinks investors should start taking profits at current levels. Jim turns to the Fed's interest rate hike as one that will start a hiking cycle and the warnings signs further hikes indicate to the greater U.S. economy.

Rising mortgage rates will continue to plague KB Home (KBH) and other homebuilders, says Brad Hunter, who adds that the Fed's interest rate hike won't help bearish sentiment across the sector. He also doesn't see rates coming down meaningfully "any time soon." So what does that mean for prospective home buyers? Brad discusses strategies for home buyers and builders alike to consider with rates expected to remain elevated. Tom White offers an example options trade for KB Home ahead of the company's earnings.