The Big 3 Schwab Network | CIEN, SLB, ADBE

I had the privilege of joining the Schwab network to share 3 stocks and strategies I'm watching right here, right now even as the market climbs to all-time highs.

Let's dive in as I break down what I'm seeing with CIEN, SLB, and ADBE - approaching each stock differently.

My overall market thought is that stocks are still hovering near all-time highs, so I do not want to chase blindly. When the market is extended, I want to be selective and look for stocks with a real story, a real catalyst, and a chart that gives me a clean risk/reward setup. AI infrastructure is still one of the biggest themes in the market, but the key is finding where the opportunity is showing up before everyone else crowds into the same obvious names.

Ciena is the sleeper AI infrastructure play that caught my attention. The company reported fiscal first-quarter revenue of $1.43 billion, up 33% year over year, and raised its full-year revenue outlook, which tells me demand is strong around the networking side of AI. If AI data centers keep growing, those systems need faster and more reliable optical networking. From a trade standpoint, I would be watching CIEN for continuation if the stock can hold key support and push through resistance.

SLB is interesting because it gives us a different angle on AI infrastructure: energy, digital systems, and the physical buildout needed to support data centers. Even though Middle East disruptions weighed on the quarter, SLB’s digital revenue still grew 9% year over year, and that keeps the long-term story alive for me. The trade potential here is not just oil; it is the combination of energy demand, production recovery, and technology. If the chart firms up, SLB could be a name to watch for a defined-risk bullish setup.

The company delivered strong numbers, including record Q1 revenue of $6.40 billion and AI-first ARR that more than tripled year over year, but the market is still questioning whether AI is a tailwind or a threat to Adobe’s business model. That is the problem with ADBE right now: the fundamentals may look solid, but the stock keeps struggling because investors are worried about AI disrupting traditional creative software. That shows me that ADBE could have me to fall and so I am looking at this stock as a potential bearish (put option ) strategy,