Schwab Network

Caterpillar (CAT) has become tied to the AI trade in recent months, with Jonathan Sakraida pointing out it has outperformed Nvidia (NVDA) and the overall tech sector in the last 12 months. He points to Caterpillar's ever-growing demand for AI data center construction as a reason key reason backing his bullish view on the stock. Jonathan tells investors just to keep an eye on the valuations and tentative supply chain disruptions. George Tsilis turns to an example options trade for Caterpillar.

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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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PepsiCo (PEP) sees strength abroad but weakness in the U.S. Marley Kayden walks investors through the legacy snack and drink company's earnings and explains why domestic revenue is continuing the stock's downslide. Joe Tigay offers an example options trade for PepsiCo.

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Despite the June jobs report coming in weaker than expected, Charles Schwab's Kevin Gordon considers the inflation story the main focus of the Fed's forward momentum. He urges investors pay attention to the impact it will have on American wallets, as a significant shift in wages will push the Fed toward stronger interest rate hikes. When it comes to markets, Kevin talks about the "MUSES" versus the "AAMMO" as Micron (MU), Samsung and SK Hynix poses new dynamics for Alphabet (GOOGL), Microsoft (MSFT), Meta Platforms (META) and other hyperscalers.

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Jordan Rizzuto explains how rising oil prices and strength across commodities are creating a fresh inflationary impulse in the U.S. economy. He discusses the long-term bull case for base metals driven by AI and infrastructure demand, and why supply-side inflation presents a unique challenge for the Fed.

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Danielle DiMartino Booth calls the first FOMC minutes under Kevin Warsh "clean" as most Fed members expressed clear stances on energy's inflationary impact. She discusses where she sees those inflationary pressures hitting Americans the most, from the grocery store to travel costs. As Danielle explains, it likely will lead big banks to lend less money to consumers. She also talks about Warsh's "less is more" approach as Fed Chair.

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Shares of Salesforce (CRM) can't seem to catch a break, with Diane King Hall pointing to a downgrade from Keybanc pressuring the stock as it struggles to break free from a downtrend. On the earnings front, PepsiCo (PEP) showed international growth though price action fizzled on the report. Diane also talks about Levi Strauss (LEVI) and its earnings beat.

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Bridgeway Capital Management’s Co-CIO, Elena Khoziaeva, discusses a broadening market rally beyond mega-cap stocks, highlighting strength in small caps, international markets, and key sectors like financials and industrials. She also explains why investors remain focused on earnings despite geopolitical and oil market volatility.

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Kevin Hincks believes calls headlines on the U.S.-Iran war "messy," urging investors to brace for volatility to continue hitting Wall Street. It also comes as tech experiences a pullback with AI chips and software seeing a divergence in price action. Kevin also talks about the latest jobless claims report that came in slightly below expectations.

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GSR's Andy Baehr talks about crypto lending rates and their impact on Bitcoin and other cryptocurrencies as activity in the space lags. He believes a rise in demand for leverage and/or interest rate easing from the Fed will signal a rebound. On institutional trends, Andy explains how JPMorgan Chase (JPM) and other big banks getting into the space raises green flags for future momentum. That said, he sees a rebound needing time to build after a "brutal" second quarter for Bitcoin and Ethereum.

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Shares of Spotify (SPOT) continue to hit a "sour note," says Rick Ducat, who points out the streaming giant's underperformance compared to peers in the space. He highlights several key resistance levels shares need to break through for a long-term bull run to manifest. He then turns up the volume on the options front by offering an example trade.

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

Empowering every investor and trader, every market day.

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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