Schwab Network

Home Depot (HD) posted an earnings beat Tuesday morning and reaffirmed is fiscal 2026 guidance. Shares didn't move much on the report as investors remain skeptical on the direction of the greater housing market. Marley Kayden takes investors through the key metrics of the report that build on both headwinds and tailwinds in the space. Tim Biggam offers an example options trade for Home Depot's stock.

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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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Charles Schwab's Michelle Gibley walks investors through global market movers through Japan and the currency intervention keeping some on edge. She turns to China and economic data suggesting a slowing consumer and struggles to translate tech earnings into stronger profits. Kevin Gordon focuses on the U.S. and its "creep higher" in yields as geopolitical and Fed uncertainty grow. However, the move isn't as "aggressive" as others in the past, something he sees keeping investor sentiment positive.

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Josh Jamner discusses the market outlook as volatility remains subdued and AI continues to drive investor optimism. He explains why market leadership could broaden beyond the Mag 7 and highlights opportunities in industrials, consumer staples, and consumer discretionary stocks. Jamner also says second-half earnings and moderating consumer spending will be key themes to watch.

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"We're kinda confused on where the Fed is," says Jay Woods, who points to still-volatile price action in crude oil as something he's keeping a close eye on as Kevin Warsh readies to speak at Jackson Hole. He sees Nvidia (NVDA) and an unexpected announcement from the Mag 7 firm as a likely bullish catalyst ahead for markets. As far as other earnings go, Jay tells investors to watch Walmart (WMT) and especially Target (TGT) as the big box retailer continues its turnaround story.

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Jenny Lenz discusses the growing divide in the housing market as wealthy buyers benefit from record stock market gains while affordability remains a challenge for many Americans. She highlights Berkshire Hathaway's (BRK/B) investments in homebuilders including Taylor Morrison and Lennar (LEN), and explains why rental prices continue to climb. Lenz also examines the obstacles facing first-time homebuyers in today's market.

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Klarna (KLAR) beat on the top and bottom line but the stock still plunged at Tuesday's opening bell after the company cut its outlook. Sam Vadas talks about the strong downside move moments after the opening bell. Baidu (BIDU) opened just above 52-week lows after the company posted a double miss on its earnings. Sam turns beyond tech to Norwegian Cruise Line (NCLH) after Mizuho downgraded the stock.

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Raj Patel discusses the risks that rising bond yields could pose to stocks. He explains why he expects the Fed to remain on hold and highlights AI spending as a key driver for technology and the broader market. Patel also argues that recent consumer weakness reflects a temporary soft patch, not a major slowdown.

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Harsh rhetoric between the U.S and Iran, plus a mixed picture on housing from Home Depot (HD) earnings and housing starts and permits, leave investors on unsteady footing Tuesday, says Kevin Hincks. He warns to keep an eye on headlines and brace for a "tone change" surrounding the Strait of Hormuz. In equities, Meta Platforms (META) faces a crucial trial over child safety concerns tied to its social media enterprise.

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Home Depot (HD) isn't the only company tied to the housing market reporting earnings Tuesday. Toll Brothers (TOL) will add commentary to a struggling sector and K-shaped economy after the closing bell. Rick Ducat points out that the stock is outperforming its sector but still underperforming the S&P 500 (SPX), highlighting key support and resistance areas to watch on the chart. He turns to an example options trade for Toll Brothers.

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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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Kevin Roberts of CarGurus addresses the affordability challenges car buyers are facing in the auto market. He says the average vehicle price in July was $51,000 and rising, with cheaper cars getting "harder to find." Despite the uptick in price, Kevin points out that new vehicle sales are down and leasing is on the rise, something that can buoy costs as more used cars enter the market. Tariffs are another factor he sees hitting automobiles in the coming months.

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