Schwab Network

Matt Maley provides a timely analysis of Dave & Buster's (PLAY) ahead of its earnings report, highlighting the company's consistent underperformance and significant stock decline. He suggests low expectations could spark a short-term bounce, notes the higher margins in gaming versus food, and weighs the broader impact of consumer spending trends and a K-shaped economy on the entertainment sector.

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Alphabet (GOOGL) is "a winner forever" in the tech space, argues LikeFolio's Andy Swan, making the case that the Mag 7 giant's expanding CapEx into data centers is long-term bullish for the company. While Alphabet is spending around $200 billion in 2026 for AI infrastructure, he argues its $500 billion backlog justifies the spending. He uses consumer data gathered by his firm to gauge how demand for cloud adds to the bigger picture.

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Suzanne Porske of Phoenix Financial Group views the current market downturn as a "flash sale" for quality investments, likening it to buying a discounted high-end handbag. She sees dips in Microsoft (MSFT) and Nvidia (NVDA) as buying opportunities, favors companies with proven earnings over fleeting trends, and expects the Fed to hold a steady course.

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As some investors express concerns on AI safety following recent commentary from former and current executives at Anthropic and OpenAI, Joe Tigay weighs the risks and opportunities he sees in the tech trade. He likes Palantir (PLTR) due to its lasting leadership in software, Oracle (ORCL) after already building out lots of its AI infrastructure, and Palo Alto Networks (PANW) due to the growing needs for cybersecurity. Rick Ducat backs Joe's analysis on all three stocks with a closer look into the key support and resistance levels to watch.

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SailPoint (SAIL) CEO Mark McClain discusses how his company serves in a "foot on the gas, foot on the brake" dynamic in AI's evolution as renewed safety fears emerge. He outlines SailPoint's earnings beat and how the company's growth reaffirms its positioning as AI agents start to outnumber humans. One of the biggest changes he sees in the cybersecurity space: how AI agents change the way companies view identity verification.

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Kenneth Suh and John Conca break down Netflix's (NFLX) surging advertising business, with ad payments doubling year over year and 60% of new subscribers opting for the ad-supported tier. They highlight live sports like football games as a key growth driver and see Netflix well-positioned to navigate a fragmented streaming landscape where smaller players may eventually license content to dominant platforms.

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You want to balance AI stocks with energy names, says Matthew Tuttle, who explains how both sectors complement each other in the current geopolitical climate. He weighs on the changes he sees shaping up in the energy industry, from ways added Venezuelan supply affects U.S. to the beneficiaries in the volatile environment. George Tsilis offers an example options trade for Chevron (CVX).

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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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Cybersecurity names like Palo Alto Networks (PANW), CrowdStrike (CRWD), and Okta Inc. (OKTA) among others rallied Monday morning after former and current executives from Anthropic and OpenAI raised concerns on current AI safety. Marley Kayden takes investors through the commentary and the subsequent selloff in Big Tech names like Nvidia (NVDA), Micron (MU), and AMD Inc. (AMD). Charles Moon explains his example options trade in Palo Alto.

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Charles Schwab's Kevin Gordon notes that the last time crude oil touched $105, a sharp downturn began in the commodity's price action. He sees a different story for crude today. That said, he doesn't see a big hit coming to the U.S. economy unless tensions between the U.S. and Iran persist long-term. As for the Fed's interest rate decision, Kevin explains how "relatively strong" nominal GDP sets a floor for rates even as the 10-year Treasury yield taps 5%.

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Michael Shaoul sees crude oil in an early-stage bull market driven by supply disruptions and overlooked by most investors. He notes energy equities are quietly leading global markets, attributes the 10-year yield hitting 5% to strong nominal growth, and sees the Fed as a bystander. He also casts doubt on the AI safety push, calling it an attempt to pre-empt regulation.

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