Schwab Network

Amanda O'Neill and John Blank break down Home Depot's (HD) earnings, highlighting stronger-than-expected comparable sales driven largely by pricing rather than an increase in big-ticket purchases. They discuss what the results say about today's more selective consumer, the challenges posed by a weak housing market, and the potential read-through for Lowe's (LOW). The pair also examine how Home Depot's digital strategy and cross-selling efforts could support future growth despite macroeconomic headwinds.

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Dryden Pence returns to the Watch List and walks investors through some of his top stock picks, which includes Nvidia (NVDA), a company he calls a "pivotal chokepoint" in AI. He doesn't see the AI trade slowing down and sees Nvidia capitalizing on every aspect of the industry. He also likes Microsoft (MSFT), Amazon (AMZN) and Alphabet (GOOGL) in the Mag 7. He taps Keysight Technologies (KEYS), Teradyne (TER), and Lumentum (LITE) as strong developing tech firms.

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Jeffrey Klingelhofer examines the latest economic data, arguing that the U.S. consumer remains resilient despite signs of slowing activity. He discusses how spending habits are diverging across income groups, with lower-income consumers becoming more selective. Klingelhofer also explains why strong nominal GDP growth could keep inflation pressures elevated and leave the Fed with more work to do.

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Earnings Scout CEO Nick Raich previews Target’s (TGT) upcoming earnings report and discusses what it could reveal about consumer spending trends. He highlights strong earnings growth across the S&P 500 (SPX), led by technology and consumer discretionary stocks, while warning that slowing estimate revisions could create challenges for the market. Raich also examines the impact of the AI boom and explains why companies like Micron (MU) remain important indicators for investors.

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Target (TGT) has surged 56% this year as consumer demand and same-store sales continue to improve. LikeFolio’s Andy Swan discusses the retailer’s turnaround, stronger traffic trends, and renewed focus on its core business. He explains why upcoming earnings and management’s outlook for customer engagement and the holiday season will be key for investors.

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Bryce Deeney and David Trainer discuss Klarna's (KLAR) sharp post-earnings decline despite a quarterly beat. They examine the impact of weak guidance, executive departures, and challenges facing the company's buy now, pay later business model. The pair also discuss slowing user growth and the increasing commoditization of financial transactions.

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Prenetics (PRE) CEO Danny Yeung discusses the rapid growth of the company's I Am Biome brand, which posted 288% year-over-year revenue growth in the second quarter. He highlights the brand's global reach, direct-to-consumer model, and partnerships with athletes including Aryna Sabalenka and David Beckham. Yeung also outlines plans to expand the product lineup and grow revenue to more than $400 million by 2027.

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Prosper Trading Academy's Charles Moon discusses why he remains bullish despite a volatile, headline-driven market. He highlights growth opportunities in SpaceX (SPCX) and maintains a positive long-term outlook on CoreWeave (CRWV) following its recent pullback. He also looks at Circle (CRCL). Rick Ducat then breaks down the key support and resistance levels for the stocks.

======== 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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Mill Street Research's Sam Burns discusses why his firm's equity risk model remains neutral despite the S&P 500's (SPX) record highs. He points to slowing momentum in tech stocks, shifting market leadership, and risks tied to Fed expectations. Burns also shares his views on Super Micro (SMCI), Strategy (MSTR), and Tesla (TSLA).

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Alex Barron previews Toll Brothers (TOL) earnings and explains why the luxury homebuilder could beat revenue expectations while falling short on earnings. He discusses consumer caution, the company's shift toward spec homes, and why Toll Brothers is better insulated than rivals such as D.R. Horton (DHI) and Lennar (LEN). Tom White then outlines an iron condor options strategy ahead of the report.

======== 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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