Schwab Network

John Deal examines the renewed pressure on airline stocks as rising oil prices driven by geopolitical tensions weigh on the sector. He discusses the impact on Delta Air Lines (DAL) and United Airlines (UAL), highlights key earnings metrics like revenue per available seat mile, and explains why post-Labor Day travel demand will be critical for the industry's outlook.

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Kevin Horner of Charles Schwab points to the S&P 500 (SPX), noting a surprise bullish follow-through a lot of investors were not expecting. He also mentions Target (TGT) as it develops a short-term patten in its stock chart, and Altria's (MO) long-term consolidation as points of interest.

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Alphabet (GOOGL) has taken a step back recently, says Dave Alison, but you need to zoom out to see how strong the company has become when it comes to its stock and balance sheet. He'll have his eyes on earnings and ways the Mag 7 giant will expand its AI capabilities, especially through cloud and Google Gemini. He explains how Alphabet's tech stack paves the way for stable growth and argues growing competition in LLMs and compute set a bullish foundation for the company.

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Simpro Group CEO Fred Voccola argues that the biggest AI opportunities are emerging in the skilled trades, where small and midsize businesses are using digital workers to automate back-office tasks and improve profitability. He explains why entrepreneurial companies are leading AI adoption today and why robotics could begin transforming field service operations over the next several years.

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LikeFolio’s Megan Brantley analyzes consumer demand trends ahead of PepsiCo’s (PEP) earnings, highlighting softer snack consumption, persistent pricing pressure and the growing influence of GLP-1 users. She argues PepsiCo has been slow to adapt to shifting consumer preferences, leaving LikeFolio cautiously bearish as its data has yet to signal a meaningful turnaround.

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Karan Ramchandani discusses the potential for Trump accounts to introduce more Americans to investing by providing seed money at birth and long-term exposure to public markets. He explains how the accounts could help build generational wealth, expand retail participation, and create opportunities for new investment products while serving as a complement to traditional savings and retirement vehicles.

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Jed Ellerbroek discusses the market’s digestion of strong second-quarter gains, the impact of U.S.-Iran tensions on oil prices, and what’s ahead for cyclical stocks. He highlights upcoming earnings from Alphabet (GOOGL), Amazon (AMZN), Meta Platforms (META) and Microsoft (MSFT). Jed offers insight into the opportunities he sees in these companies and others in the quarter ahead.

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Despite a strong earnings report from Helen of Troy (HELE), the stock moved lower, prompting a deeper discussion on the consumer discretionary sector. Greg Portell and Alexis Browne Roberts examine the role of management execution and product innovation, while weighing whether elevated investor expectations or a slowing consumer presents the bigger challenge for the second half of the year.

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Jessica Inskip takes us through today’s Big 3. She highlights Mastercard (MA) as an opportunity within an AI gap she sees, Valero Energy (VLO) holding strong momentum into earnings season, and Bullish (BLSH) as a high-risk, high-beta trade pick. Rick Ducat walks us through the key technicals in the stock charts.

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PepsiCo (PEP) reports earnings ahead of Thursday's opening bell, and Doug Butler considers the brand strong compared to peers in consumer staples. He makes the case the current stock price is "attractive" as he believes global growth remains promising despite slowing U.S. sales. Doug talks about where he sees the stock standing against Coca-Cola (KO), Celsius (CELH), and Monster Beverage (MNST) while outlining strengths and weaknesses in each. Tom White offers an example options trade for PepsiCo.

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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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