Charles Schwab's Kasey McCurdy talks about how investors view the "summer lull" in markets and why that's not the case when you look under the index level. Joe Mazzola adds to Kasey's point by explaining that sectors beyond tech are outperforming as AI stocks lag. Both explain what to watch in the Big Picture for Wall Street and risks to keep in mind for the coming weeks, including Mag 7 earnings this week.