Schwab Network

Chris McMahon argues that this is the time for small caps and for U.S. equities. He focuses on Okta (OTKA) ahead of earnings, which falls around the mid-cap area he considers overlooked. He thinks there’s room to run in the stock and expects an earnings beat. Even if the stock takes a hit post-earnings, he is still targeting around $160/share by the end of the year.

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“You really need to build resilient portfolios,” stresses Fritz Folts. “What you need to do is diversify beyond your stocks and bonds.” He cites the risk of stagflation as something that would hit both those categories. Within equities, his firm is weighted about half U.S. equities and half abroad. He also gives tips on positioning within the bond market.

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Anthony Saccaro says the delays and reneging in tariff policy are negotiation tactics, and Consumer Confidence is reflecting that reading. He discusses how to play volatility depending on where you are in life. He talks about how disinflation and tariffs are not mutually exclusive, and where he’s looking to invest during this volatility. He’s particularly focused on companies that pay dividends.

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Christine Short and Steve Dickens preview Box (BOX) earnings. Steve is watching for where Box fits into the “agentic workflow” and how it integrates an AI LLM. Christine notes a big drop in paying subscribers from its competitor Dropbox (DBX), which could be an individual problem or a sector-wide trend.

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CFRA's Angelo Zino believes "all eyes" will be on Nvidia's (NVDA) revenue and guidance in Wednesday's earnings. Data center and Blackwell revenue are crucial for the company, according to Angelo, as the A.I. giant seeks to overcome tariff volatility. On DeepSeek, he believes the A.I. reasoning model offers more upside to Nvidia than negatives. Angelo also sees the company offering a $70 to $80 billion share buyback later this year.

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European Tesla (TSLA) sales were nearly halved year-over-year, but it didn't seem to matter for investors. The stock rallied on headlines of CEO Elon Musk giving "24/7" dedication to the company. Caroline Woods weighs Elon's commentary to Tesla's sales figures and talks about how it's impacting analyst views on the Mag 7 stock.

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Kevin Hincks examines a pair of Dow Jones ($DJI) members on the move: UnitedHealth (UNH) and Boeing (BA). For UNH, he cites the recent struggles the stock has faced since its latest earnings report and provides an example long call diagonal trade. Then, for BA, Kevin illustrates an example call calendar options strategy in the aerospace giant.

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Likefolio’s Andy Swan gives Schwab Network the rundown on Dick’s Sporting Goods (DKS) after it announced the acquisition of Foot Locker (FL). It also has quarterly earnings tomorrow. He compares visits between DKS and its rivals, including NKE. “The advantage Dick’s is working with is only growing,” he adds. The biggest risk he sees is upstart, direct-to-consumer brands.

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Ben Rose considers Okta Inc. (OKTA) an essential holding in the cybersecurity space. He mentions the company's history of beating and raising previous earnings as a significant sign of strength, though he warns of outlook facing potential compression. Gerald Sparrow adds caution by telling investors to brace for a seasonally weak quarter. He also considers Okta a buy but advises against adding the company to portfolios until after earnings.

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Jay Yu, President of Nano Nuclear Energy (NNE), joins Caroline Woods at the NYSE set to talk about the company's growth in nuclear power. He says the company is "coming to life" on creating micro reactors and is taking key steps to profitability. He also talks about how President Trump's executive orders meant to expedite the process on nuclear power plants applies to Nano Nuclear Energy. Jay notes A.I. acceleration as a prime tailwind when it comes to demand.

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