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Tesla (TSLA) remains a dominant player in the EV industry, argues Ben Rose, pointing to growing traction in Europe and China despite the U.S. rescinding tax credits. An area of concern he sees: margin compression, especially in the energy storage business. Ben believes the Mag 7 company still has lots of opportunity through its robotaxi autonomous driving vehicle and Optimus robotics businesses. Tom White turns to an example options trade for Tesla.

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Gene Goldman explains why investors should remain cautious despite the S&P 500 (SPX) reaching record highs. He discusses valuations, market breadth, AI opportunities, and what to watch in the upcoming Fed minutes.

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The AI trade got another green flag from Applied Materials (AMAT) after the company beat earnings and raised current quarter EPS guidance. The stock still sold off on Friday. Marley Kayden takes investors through the key metrics in the earnings and what it signals for the greater AI industry. Dan Deming offers an example options trade for Applied Materials.

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Charles Schwab's Joe Mazzola addresses the slight downturn in July retail sales and what the weakness means for the economy. With hedging at significant lows, Joe says investors are confident in the current market environment but warns of tailwinds "dissipating pretty quickly." Cooper Howard adds more color to the Big Picture by talking about the "hall of mirrors" facing fixed income investors as the Fed balances inflation and jobs data.

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Home Depot (HD) reports earnings Tuesday next week as the stock sees a strong consolidation over recent months. Rick Ducat shows how shares are inching toward a key level that he sees leading to a substantial breakout or breakdown of the stock. He then turns to an example options trade for Home Depot.

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Analyst upgrades and downgrades are behind some of the biggest morning movers kicking off the final trading session of the week. Jenny Horne explains why HSBC downgraded Cisco (CSCO) after earnings. On the other side of the Street, Bernstein issued an upgrade for Wayfair (W) while Wells Fargo and JPMorgan upgraded Fox (FOXA).

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Lisa Martin believes the next phase of the AI trade will be about "control" and cybersecurity as trust in the technology slides in the U.S. She explains how AI agents introduce a paradox in an "agent versus agent" environment as cybersecurity stocks like Palo Alto Networks (PAWN) and CrowdStrike (CRWD) climb. Lisa addresses comments made by OpenAI CEO Sam Altman on new cybersecurity concerns and the ripple effect she sees for investors in the space.

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Marc Dizard, CIO at Huntington Bank, shares his bullish outlook for the second half of the year, citing strong earnings, a healthy consumer, and growing AI adoption. He also discusses inflation, Fed expectations, and portfolio holdings including Vertiv (VRT), ServiceNow (NOW), CrowdStrike (CRWD), Intel (INTC), Target (TGT), Coca-Cola (KO), and Clorox (CLX).

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While July 2026 retail sales have fallen, Kevin Hincks notes that the metrics are still up overall year-over-year. Walmart (WMT), Target (TGT), Home Depot (HD) and related earnings next week are what he sees serving as important catalysts for the retail space. Kevin turns to other macro movers as he says the U.S. is starting to play the "long game" with Iran by strangling its economy as headlines clash around the Strait of Hormuz.

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The slight downtick in July retail sales is something Eric Brackman didn't expect to see. He expresses concerns on how it could be the start of consumers becoming more selective with purchases as the overhang of inflation pressures spending. Eric explains the impacts he expects to see in consumer spending and how AI plays a role in the outlook.

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