Schwab Network

Jefferies downgraded Apple (AAPL) after it says the iPhone maker will cancel its all-glass model, something the firm sees as a "major setback" to the Mag 7 company. Marley Kayden walks investors through the analyst commentary and ways it will impact Apple's price action. Prosper Trading Academy's Mike Shorr takes investors through an example options trade for the stock.

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"We think the Fed can stay in wait and see mode" and see how ecodata evolves, argues Charles Schwab's Collin Martin. Last week's decline in jobs through the July jobs report is something he sees "changing the calculus" of the Fed. Inflation prints will paint a different picture if they come in hot, says Collin, which will heighten interest rate hike expectations. He also offers his expectations for Fed Chair Kevin Warsh's speech later this month at Jackson Hole.

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Michael Shaoul argues that massive AI investment and continued government spending are helping keep the U.S. economy on solid footing despite softer jobs data. He discusses elevated AI expectations, strong corporate earnings, and why healthcare remains an attractive opportunity beyond the technology trade.

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Kenny Polcari recaps key market moves over recent weeks to explain how earnings reinforce market strength for Big Tech and beyond. However, brace for volatility, as Kenny points out that August tends to be a low volume month that attributes to bigger-than-expected swings. Something else to watch for: "bad news is good news" becoming "bad news is bad news" for the Fed. Kenny explains that while last week's negative jobs print suggests greater likelihood for interest rate cuts, it will come back to bite if trends continue. That said, he tells investors to stay in AI names, making the case that the trade is far from over.

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"The demand is there" for AI, says Sam Vadas when discussing TSMC's (TSM) monthly revenue. Figures for the Taiwanese chip manufacturer continue to rise even as the reaction in the stock appears muted. Sam turns to analyst updates through Morgan Stanley's upgrade for HPE (HPE) and Well Fargo's upgrade for Dick's Sporting Goods (DKS).

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Patrick Fruzzetti of Rose Advisors says strong earnings growth, improving corporate guidance, and healthy financial conditions are continuing to support the market. He discusses the role of Mag 7 stocks like Microsoft (MSFT), potential risks from geopolitics and commodities, and why AI-driven innovation keeps him bullish on healthcare and pharmaceuticals.

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Last week's jobs print showing 23,000 in job losses is something Kevin Hincks doesn't see as a huge concern as investors gear up for another key week of economic data. It comes as signs the macro is "not working for the overall market." As for the U.S. and Iran, Kevin talks about how crude oil prices don't create many headaches despite disruption in the Strait of Hormuz. He then turns to equities by discussing Apple's (AAPL) downgrade from Jefferies and Intel's (INTC) $15 billion share sale.

======== Schwab Network ========

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Ever since SpaceX (SPCX) hit public markets, Rocket Lab (RKLB) shares plunged as investors rethink how they view the evolving space trade. Rick Ducat examines the stark bearish action and recent rebound to show how the stock compares to peers like SpaceX and AST Spacemobile (ASTS) ahead of earnings. He then tuns to an example options trade for Rocket Lab.

======== 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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High-end consumers continue to drive the economy, even in companies like Walmart (WMT). That's according to Steve Hochman, who makes the case that "segmentation strategy" will always win when it comes to companies focusing on getting different income classes to spend. He talks about how Walmart is adjusting to the shift in consumer spending and explains how TJX Companies (TJX) is outperforming while other retailers like Home Depot (HD) lag.

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The Trade Desk (TTD) continues to make new 52-week lows after earnings and guidance failed to impress investors. Rachel Dashiell with Charles Schwab shows why bears continue to claw into shares by offering technical analysis of the chart. However, she sees better days ahead when looking at long-term price action.

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