The Big 3: GOOGL, WULF & CSCO

Schwab Network’s Market Minute highlights Tim Bohen’s “Big 3” trades to start May, with Alphabet (primary: GOOG.OQ) endorsed as the top AI stock (bullish call). Bohen also spotlights Terawulf (WULF) after it rallied more than 3.5% intraday, and recommends legacy networking firm Cisco (CSCO.OQ) as durable infrastructure (“the plumbing of the internet”). Rick Ducat reviews key technicals on the names. Market impact: bullish tone toward large-cap AI exposure (Alphabet) could reinforce investor interest in AI-related tech names, while the WULF move signals continued momentum in niche miners; Cisco’s mention may attract allocators seeking defensive tech exposure amid rotational flows.