Schwab Network

Jessica Inskip talks all about Big Tech on today's Big 3. On Alphabet (GOOGL), she makes the case that a new transformative tech offers a new avenue for its outlook. Jessica labels IBM Corp. (IBM) as a beneficiary of the growing cloud and blockchain space. As for Nvidia (NVDA), she points to its central role in the A.I. trade as an undeniable strength despite outlook concerns. Rick Ducat turns to the technical trends he sees in the charts.

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"We could be a lot lower than where we are right now" in the coming months, says Chris Vermeulen. While he's bullish on the market's short-term prospects, he's bearish long-term. Chris points to gold's continuing rally as a "warning sign" for equities. It's also why his firm is long on gold and Bitcoin.

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Companies like Walmart (WMT) and Target (TGT) painted a mixed picture when it comes to retail guidance. Jenny Horne notes tariffs among the pressures their peers face when it comes to this week's earnings. She talks about what investors need to know heading into reports for Macy's (M), Abercrombie & Fitch (ANF), and Capri (CPRI). Rick Ducat offers technical analyses for all three companies.

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Mark McCarron thinks the Fed has room to be more supportive of this economy, but tariffs are putting them “on pause.” He thinks we “could be at the bottom of this cycle,” but says dangers like the tax bill still remain. He’s diversifying into gold and infrastructure, citing them as hedges against unexpected inflation. He also shares why he’s cautious around small caps and the Mag 7.

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Dick's Sporting Goods' (DKS) acquisition of Foot Locker (FL) was met with a slew of price target cuts and even a downgrade. Caroline Woods talks about how the acquisition effects upcoming earnings for Dick's Sporting Goods and weighs if the recent downside action was overdone. Tim Biggam says it opened the opportunity for bulls to run the stock higher. He turns to an example options trade and discusses ways tariff will impact both companies.

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Minutes after the opening bell, the SPX retreated from premarket highs which started from a delay on EU tariffs. Kevin Green points out VIX becoming reelevated as a clear signal behind the reversal. He later turns to PDD Holdings' (PDD) massive sell-off and AutoZone's (AZO) mixed picture after earnings. Kevin also highlights an upgrade to hold from underperform on Southwest Airlines (LUV).

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@ProsperTradingAcademy's Scott Bauer says he "would not want to short" Okta Inc. (OKTA). He sees the cybersecurity stock breaking out following its earnings after the close today even after its gargantuan rally so far in 2025. While he doesn't expect high-teens-percentage growth to last, Scott says there's "no question" on Okta's long-term potential. George Tsilis offers example options trades for Okta and CrowdStrike (CRWD).

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Jeffrey Kleintop says the E.U. trade talks will be much slower than the U.K. or even China because it requires collective agreement from the Union countries. Thus, he expects Trump to get frustrated and continue escalations, provoking market volatility. “Nearly every country – July 9 is the deadline,” he notes, but “we’re a long way away from formal trade agreements.” Jeffrey also looks at Chinese stock buybacks and what it means for their market.

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Reporting from the @cboeglobalmarkets, Kevin Hincks notes comments from the Trump administration on the EU tariff delay leading to this morning's rally. Not only that, but what he calls "pretty solid" durable goods orders added to the optimism. Some weakness, as Kevin points out, can be attributed to the FHFA Home Price Index. He also paves a possible path ahead for the Fed and its rate cut cycle.

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The biggest name on Wall Street reports earnings after the bell tomorrow. Jenny Horne talks all things Nvidia (NVDA) ahead of the report that's expected to move markets. Concerns around tariffs and demand will be "critical" marks investors should watch. Turning to Tesla (TSLA), Jenny talks about its premarket rally as CEO Elon Musk assures his commitment to the company.

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