Schwab Network

Joby Aviation (JOBY) rallied 30% today after closing a quarter-billion-dollar deal with Toyota. It's a big price tag to help the company fly toward profitability, though George Tsilis believes it has a long runway before that happens. He talks about the headwind Joby needs to navigate.

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Hayley Berg brings the summer travel trends to watch. “Prices for summer vacations hit their peak in 2022…they’ve been slowly coming back down since then.” She looks at trends for international travel for Europe and Asia, as well as domestic demand. She thinks travel spend is “resilient” and “protected” for Americans, and names trending places like Manchester, NH and Santa Fe, NM.

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Landon Swan of LikeFolio says sky-high expectations for Nvidia (NVDA) will be the biggest risk in earnings. That said, he points to overwhelming A.I. Capex spend from Mag 7 companies like Meta Platforms (META) and Amazon (AMZN) as signs that Nvidia will hold demand. However, Landon shows AMD Inc. (AMD) and Intel (INTC) still have potential to be big winners in the A.I. trade.

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Ahead of Nvidia's (NVDA) earnings, Dan Morgan notes headwinds that can impact the report. He expects to see H20 export restrictions to China as a key weakness for the company's revenue. However, Dan sees Blackwell as the backbone giving Nvidia support. Jason Ware notes competition in the form of Broadcom (AVGO) posing a challenge to Nvidia's dominance. Additionally, he sees DeepSeek being a lasting question that will shake up the A.I. space for years to come.

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TheoTrade's Don Kaufman is bullish on Palantir (PLTR). He claims the company will see a "retail gamma squeeze" brought by investors. Don's also bullish on Starbucks (SBUX) but leans bearish on the SPDR Gold Shares ETF (GLD). He offers example options trades for all three stocks while Rick Ducat dives into the technical trends in the charts.

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Jan Rogers Kniffen spotlights retail earnings: ANF, DKS, and M. He calls their quarters “ok,” but says short selling meant that Abercrombie & Fitch (ANF) was able to pop around 20% today. He calls Dick’s (DKS) one of the top 5 retailers in America and says that while he wasn’t “thrilled” with the acquisition of Foot Locker (FL), he “understands” the strategy. He calls Macy’s (M) “disappointing,” with the major part of its brand struggling despite smaller brands, like Blue Mercury, doing well under their umbrella.

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“It’s a true trader’s market.” Jeffrey Small gives his stock picks, including Nvidia (NVDA), Tesla (TSLA), and Meta Platforms (META). He says Tesla shares are “certainly not going up” because of their vehicle business, but the market is betting on AI leadership. He likes Meta’s fundamentals and its A.I. implementation, saying traders should make it “core” to their portfolio.

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Kevin Hincks looks to 2 of the biggest earnings reports this week and provides example options trading strategies. For Nvidia (NVDA), Kevin pieces together a long call diagonal strategy. For Salesforce (CRM), he constructs an example call vertical with a bearish stance.

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Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D

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Shivani Vohra puts the health care sector in focus, calling it the “most exposed” sector to regulatory changes. “I would invest selectively,” she cautions. Her picks include Boston Scientific (BSX) and Intuitive Surgical (ISRG), arguing the latter is basically the only player in robotic-assisted soft tissue surgeries. She also likes Vertex Pharma (VRTX). Shivani covers regulatory issues and tariff impacts to watch for the sector.

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It's not just Nvidia (NVDA) reporting earnings after the bell. Salesforce (CRM) also reports, as investors await to hear more on the company's $8 billion acquisition of Informatica (INFA) and future of A.I. agents. Alex Coffey goes over all the metrics investors should watch in earnings. Scott Bauer with Prosper Trading Academy argues "volatility is too low" for options, and can swing in either direction depending on the guidance. He offers an example options trade for Salesforce.

======== Schwab Network ========

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Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D

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