Schwab Network

LikeFolio's Andy Swan discusses why Home Depot (HD) is weathering the housing market storm better than Lowe's (LOW). Swan says Home Depot's 50/50 split between contractors and DIYers gives it a structural advantage, and contractors are driving growth despite a weak housing market. He believes Home Depot's stock is "priced right" for now, but a pickup in the housing market could be a catalyst for a rally.

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George Seay says Walmart (WMT) is "shooting the lights out" when it comes to its earnings. However, tariffs are creating a situation where Walmart and similar retailers may pass some of those costs to consumers. As George points out, they also face the conundrum of maximizing profits to appease investors. He later weighs how the U.S. needs to tackle the national deficit.

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Jim Worden says he and his firm "really, really like" Nvidia (NVDA) and notes Broadcom (AVGO) as a rising competitor in the A.I. hardware space. When it comes to other mega caps, he's not as confident. He sees Apple (AAPL) and Amazon (AMZN) struggling with tariffs and sees road bumps ahead for Tesla (TSLA). Lisa Schreiber doesn't expect Amazon to face as much tariff impact as Apple. One headwind she sees in the company is its AWS cloud revenue.

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Following First Solar's (FSLR) recent rally, Scott Bauer with Prosper Trading Academy sees short squeeze potential in SolarEdge (SEDG). He also offers a bullish perspective on Vertiv (VRT) while expressing bearishness for Valero Energy (VLO). Rick Ducat turns to the technical trends he sees in the charts.

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Ivan Feinseth believes in the opportunity for cruise line investments. He says the industry makes up 2% of the $2 trillion yearly travel profits, which Ivan sees growing long-term. He notes Royal Caribbean (RCL) "moved to the top" of his list and expects Norwegian Cruise Line (NCLH) to grow the most near-term. Tom White offers example options trades in Royal Caribbean and Viking Holdings (VIK).

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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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Nvidia (NVDA) originally traded lower before the opening bell before reversing to the upside, while Home Depot (HD) has to overcome bearish sentiment heading into Tuesday's earnings. Kevin Hincks offers a pair of example options trades in Nvidia and Home Depot.

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Michael Acton believes investors will see promise in the start of a new real estate cycle. He says now's a great time to get involved despite current interest rate and yield levels. Muted construction spending is what Michael expects will set the foundation for strong rent growth.

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Home Depot (HD) aims to build on its previous earnings but analysts expect to see a slight pullback in tomorrow's report. George Tsilis points the blame on tariffs, as Home Depot will have to weigh raising prices for customers. Tariffs will prove to be a long-term challenge for the company in setting a profitable foundation. Prosper Trading Academy's Scott Bauer says the stock is currently in "no man's land" as he offers an example options trade for Home Depot.

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Netflix (NFLX) got a downgrade to neutral from overweight by JPMorgan, though the firm still raised its price target. Diane King Hall talks about the firm's valuation view as the key point behind its downgrade. Reddit (RDDT) received a downgrade from Wells Fargo over concerns of Alphabet (GOOGL) generating A.I. search disruption to the social media company. Diane turns to a positive note from UBS after the firm upgraded United Airlines (UAL) and Delta Airlines (DAL).

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Kevin Green says there's "reason to sell" following last week's strong market action and recent V-shaped recovery. He notes there's a "very big wall" at the 6,000 level in the SPX, but says there can be further downside before then. Kevin later turns to the 30YR-10YR treasury spread to explain its recent spike.

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