Stocks staged a late-day comeback to close well off session lows to kick off trading in June. Schwab Asset Management CEO Omar Aguilar and Hennion & Walsh’s Kevin Mahn break down client positioning ahead of the summer. Qualcomm CEO Cristiano Amon talks his company’s push into PC chips and why its product can win. Dutch Bros CEO Christine Barone on the consumer and the company’s explosive growth. Plus, T. Rowe Price’s Dominic Rizzo on top picks in the tech sector.