Schwab Network

AllianceBernstein's Eric Winograd explains why the U.S. economy continues to show resilience despite inflation concerns tied to oil prices and tariffs. He discusses the role of AI investment, affluent consumers, and the challenges facing the Fed in addressing an increasingly divided economy.

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Description: Shares of GE Vernova (GEV) have nearly doubled in the last 12 months and climbed almost ten times from its IPO price in March 2024. Ahead of Wednesday's earnings, Tom White highlights key support and resistance levels to watch once the company reports. He then turns to an example options trade for GE Vernova.

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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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Andrew Almeida discusses General Motors’ (GM) strategy to drive growth through AI, energy, and defense initiatives, highlighting its partnership with Nvidia (NVDA) and expansion in defense technology. He also explains why Bitcoin’s decentralized structure and declining correlation to equities make it an attractive long-term alternative investment.

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Diane King Hall discusses 3M (MMM) by highlights its earnings beat fiscal year guidance raise, which investors rewarded with a rally to start Tuesday's trading session. The same can't be said for Adobe (ADBE) and Workday (WDAY) after Morgan Stanley hit both stocks with a downgrade. Diane also notes Redburn’s downgrade on Shopify (SHOP).

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Josh Schachter warns that today's market resembles the late-1990s tech bubble, with investors overly concentrated in the Mag 7 and semiconductors. He favors small-cap value stocks in healthcare, industrials, and consumer discretionary, arguing they are better positioned to outperform as monetary policy remains restrictive.

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Attention is shifting from the macro to earnings, says Kevin Hincks, and its showing in Tuesday morning's price action as tech retakes command of Wall Street. However, as he explains, the mounting tensions between the U.S. and Iran can set the foundation for a failed rally later in the session. President Trump implementing 50% tariffs on Canada adds pressure to international tensions. Kevin also outlines key micro movers with Nvidia's (NVDA) boosted stake in Nebius (NBIS), along with earnings in General Motors (GM) and Northrop Grumman (NOC).

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Workday (WDAY) is starting Tuesday's trading day on the wrong foot after Morgan Stanley downgraded the stock and lowered its price target. Charles Schwab's Ben Watson adds that the 20-day chart shows potential for significant downward pressure on shares. The one-year chart shows more hope as Ben outlines key levels for bulls to watch.

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The macro backdrop appears murky as President Trump sets a 50% tariff on Canadian goods, paired with lasting tensions between the U.S. and Iran pinning pressure on crude oil. Alex Coffey discusses the key points to keep in mind and how it affects Tuesday's trading session. In equities, he talks about reports saying TSMC (TSM) will raise its chip prices in 2027, though it's not dampening price action. Nvidia (NVDA) added assurance to the tech trade by announcing a 9.3% passive stake in Nebius (NBIS).

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"Inflation took a bit of a breather last month" due to tensions between the U.S. and Iran cooling off, says Mark Hamrick, though the reverse is happening in July. He says a strong chance for an interest rate hike is back on the table for 2026 because of the conflict. Mark discusses further on the Fed and confusion around its future communication, calling out concern on Fed Chair Kevin Warsh "holding his cards close to the chest."

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Ted Thatcher says there's an opportunity for Alphabet (GOOGL) and Tesla (TSLA) to reignite bullish momentum for the Mag 7 with their earnings Wednesday. He talks about the key metrics for investors to keep in mind when both companies report. Microsoft (MSFT) is another name in the cohort Ted believes is currently undervalued despite what he calls a "misstep" in AI optimization. However, as Ted explains, "so long as this war stays kinetic" between the U.S. and Iran, equities will see lasting pressure.

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