Market breadth shows 80% of stocks higher an hour after the opening bell even as most major indices trade lower, according to Charles Schwab's Joe Mazzola. As tech drags down the stock market, Joe explains how the health of Thursday's trading session remains strong. Kasey McCurdy turns to the AI CapEx story and key components of the buildout that see risks in the months and years ahead. AI chip supply remains the key overhang he sees for the trade.