Charles Schwab's Brett Crowther sees the S&P 500 (SPX) pushing against resistance with a potential breakout target ahead, though rising yields are creating competition for equities. He flags Boyd Gaming (BYD) as oversold and due for a bounce toward $80 ahead of earnings, despite headwinds like slowing Las Vegas traffic and prediction markets eating into gambling. He also likes Amphenol (APH), up nearly 30% this year, with a technical breakout target near $101 if it can clear the $88 level.