Schwab Network

For Monday's Final Takeaways, Marley Kayden talks about Microsoft (MSFT) amending their partnership with OpenAI, while Sam talks about another Mag 7 name in Meta Platforms (META) as China blocks the social media giant's Manus acquisition.

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CFRA's Angelo Zino talks about the companies he perceives as the winners and losers of the upcoming Mag 7 earnings slate. He sees Alphabet (GOOGL) as the biggest winner and Meta Platforms (META) having the most trouble due to an unclear profit roadmap from its 2026 CapEx. Angelo believes companies highly tied to AI cloud growth will back its spending with better ROI metrics.

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Jeffrey Katz says securitized fixed income offers a compelling alternative to traditional bonds by providing yield, diversification, and lower equity correlation. He explains how assets tied to mortgages, autos, and consumer credit can help manage volatility and interest‑rate risk. Katz adds that the flexibility of the securitized market allows investors to navigate credit risk even as geopolitical and macro uncertainty persist.

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Jack Lynch discusses how AI is becoming a CEO‑level mandate in wealth management as firms overhaul their technology stacks to unify data and drive personalization. He highlights the rise of autonomous AI agents that can handle complex operational tasks. Lynch argues this shift marks a reinvention phase for asset managers, rewarding firms with clear growth paths and disciplined AI integration.

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Direxion’s Mo Sparks makes the case for broad commodity exposure as a hedge against ongoing macro volatility. He explains how the Direxion Developed Markets Strategy ETF (COM) uses a rules‑based approach to rotate across commodities like crude oil, natural gas, wheat, and sugar. Sparks argues commodities remain underrepresented in portfolios and can serve as a key diversifier when stocks and bonds face stress.

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