Schwab Network

Longbow Asset Management CEO Jake Dollarhide breaks down the market’s reaction to big tech earnings, highlighting continued strength in the AI trade led by Amazon (AMZN), Microsoft (MSFT), and Palantir (PLTR). He also discusses how financials and industrials are benefiting from the tech-driven rally, why earnings expectations have become exceptionally high, and the risks posed by rising yields and geopolitical tensions.

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Wall Street opened Tuesday's trading with green arrows including record levels reached for the S&P 500 (SPX) and the Dow Jones ($DJI). Diane King Hall examines a few individual stocks on the move, including Wayfair (W), Spotify (SPOT) and Merck (MRK). For Merck, the biotech company pulled back from premarket gains as investors react to its latest earnings. Diane points to Spotify's subscriber guidance as a possible weak spot weighing on shares.

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Ryan Dykmans cautions investors to carefully monitor inflation amidst an "exuberance" pertaining to Iran/U.S. talks on reopening the Strait of Hormuz. He says people should manage their risk and look at how they balance equities to fixed income. Ryan believes sticky inflation is the "number 1 thing" people are watching, but going forward he still sees supply-chain constraints affecting inflation to the upside.

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Scott Zelniker and Nicole Petallides turn their attention to the Federal Reserve's rates roadmap. Scott details his stance on why Kevin Warsh should consider a rate cut now. He and Nicole examine the move in risk-on assets as the Dow Jones reached a new all-time high on Monday. Scott explains why sectors like financials and industrials are on his watch list.

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Crude oil prices fell sharply following comments from Treasury Sec. Scott Bessent which indicate positive developments on re-opening the Strait of Hormuz. Kevin Hincks recaps the geopolitical headlines hitting the wire prior to Tuesday's open. Later, he previews a meeting between AI leaders and White House officials set to take place today. Kevin says investors need to pay attention to jobs data this week, kicking off with JOLTS figures out this morning.

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With AMD (AMD) earnings set to step into the limelight after Tuesday's close, Rick Ducat dissects the chart patterns for the AI chipmaker. He compares AMD to its peers and shows the big run-up in stock price over the past year. Later, Rick illustrates an example options strategy using a neutral to bullish put vertical.

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Dryden Pence says the AI industry has moved from proof of concept to rapid adoption, which has positive impacts on companies like hyperscalers. He says those hyperscalers are buying into the AI infrastructure of the future, taking their own profits and re-investing into memory and chipmakers. Dryden lists Micron (MU), Nvidia (NVDA) and Microsoft (MSFT) among his stock picks.

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With the Dow Jones reaching a new record high and a "whiplash" of market swings this summer, Erin Gibbs joins Diane King Hall to provide her latest market commentary. She "loves this earnings season so far" but says geopolitical headlines impacting crude oil prices could elevate inflation's impact. Later, Erin makes the case for a few stocks including Antero Resources (AR), Zeta Global (ZETA) and Five Below (FIVE).

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Description: Walmart (WMT) shares might face a price rollback following a downgrade at Oppenheimer. Ben Watson joins Morning Movers to show the technical formations taking shape on its chart. For WMT on a short-term, he looks at a range between $110-$113 as key levels. Backing out to a 1-year chart, Ben shows the significance of $113 being a longer-term area of support.

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Jenny Horne dives into the latest quarterly figures from fast food giant McDonald's (MCD). She points to a revenue miss and breaks down the domestic versus international operations for the Golden Arches. Meanwhile, Jenny takes a look at Merck's (MRK) oncology drug strength as a key part of its post-earnings move.

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