Editorial companion

What stands out

Dan Deming lays out option ideas around three big, liquid names while linking a rotation in the AI trade, specifically moves into neocloud providers like CoreWeave, to fresh trading opportunities. He says Merck is leading a stabilizing healthcare sector, Gilead looks "poised to continue upward price action," and Exxon is a go-to vehicle for a booming energy trade; Charles Schwab's Ben Watson then walks the charts to show how those views line up with short-term technical patterns. The clip matters because it pairs actionable option ideas with chart work, two different ways traders are responding to the same market rotation.