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Likefolio’s Landon Swan covers consumer sentiment for Block (XYZ). He looks at the 1-year chart and discusses its Square and CashApp businesses. “They’re just not executing as well as their competition,” he says, despite their expansion into crypto. Shopify (SHOP) is dominating in payment, while PayPal (PYPL) is the winner in peer-to-peer. He argues that CashApp’s demographic is younger and poorer than peers.

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Pablo Garces and Katherine Black talk Kroger (KR) earnings and consumer health after its CEO gave comments about shopper pullback. Pablo notes “more frequent, smaller baskets” as economic pressures persist, and he thinks Kroger must use its differentiators to gain market share. Katherine thinks they have an advantage because they are less impacted by tariffs by having a bigger grocery section than competitors, but they need to be very careful around pricing.

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Michael Tannenbaum, CEO of Figure, talks about how his company utilizes blockchain ahead of its IPO on Thursday. He discusses how Figure reached its path to profitability and the ways it holds "real value" to investors. Michael also explains why the company opened more of its stock to retail investors over institutions.

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"Tech is still the name of the game" when it comes to markets, says Jason Brown, a thesis he carries through today's Big 3. He sees CrowdStrike (CRWD) remaining strong with the "need for cybersecurity," Palantir (PLTR) giving investors a "second chance" entry in its recent pullback, and NextEra Energy (NEE) as a leader in powering A.I. and EVs while highlighting the stock as a "low-risk" trade. Jason offers example options trades for all three stocks while Rick Ducat dives into the charts.

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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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Sean O’Hara thinks there’s too much positive momentum and “animal spirits” to have a down September. He says a “pretty big short squeeze” could push markets higher from here, but the one thing he’s concerned about is how heavily the market is cap-weighted, favoring the Mag 7 and leaving out successful smaller companies. Sean argues the Fed should cut rates by 50 basis points, saying it would “help a lot of people” across multiple sectors and boost markets.

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Jeff Schulze warns of the labor market signaling a potential economic downturn after the latest Jobless Claims report. “It’s been a tough job environment,” he says, but thinks deregulation, the ‘Big Beautiful Bill’, and Fed rate cuts will buoy economic momentum next year. He thinks we need to “ratchet down our expectations” about job growth, though that “doesn’t mean a weak economy overall.” Jeff also looks at AI in the labor market and potential productivity growth.

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RH (RH) reports earnings after the close on Thursday, and Marley Kayden says tariffs will be the centric focus for investors. She notes the company has made adjustments to move business out of China, adding that another tailwind can come in the form of increased international sales. However, Marley sees consumer sentiment being critical to a move higher as some Americans seek cheaper options in a tight economy. Joe Tigay turns to an example options trade for RH.

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Keith Kirkpatrick says Adobe's (ADBE) earnings will be all about A.I. after hours on Thursday. More specifically, he believes Adobe needs to show how A.I. can translate to profits through its products and explain how it can be trustworthy with the evolving tech. Keith adds that the software giant faces emerging competition, including Canva, which is expected to IPO in late 2025 or early 2026. Tom White offers a pair of example options trades for Adobe.

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Apple (AAPL) got a pair of downgrades from DA Davidson and Phillip Securities over concerns it's not taking A.I. seriously enough. Sam Vadas notes that she didn't expect to see much about A.I. at its recent product event but notes the downgrades signal that Apple needs to change its software narrative. She stays on the tech front and describes how valuations in AMD Inc. (AMD) play a key role in Erste Group's downgrade on the stock. Sam later highlights a tentative agreement from Boeing (BA) for St. Louis workers to end a strike there.

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The A.I. trade still has legs to run. Jenny Horne notes price target hikes in Oracle (ORCL) that helped continue its rally into Thursday. Additionally, a Nvidia (NVDA) upgrade from DA Davidson added momentum to the A.I. thesis.

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