Schwab Network

Two months after HP Enterprise (HPE) closed its acquisition of Juniper Networks, investors will now focus on HPE's earnings after the closing bell on Wednesday. Jeff Pierce notes cloud and intelligent edge revenue will be key metrics when it comes to the previous quarter. As for guidance, Jeff says expectations on financial clarity will prove critical. Prosper Trading Academy's Scott Bauer offers an example options trade for HP Enterprise.

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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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Melissa Otto believes the key to a Salesforce (CRM) earnings win lies in the margins. She believes capitalizing on efficiency and reducing costs will open a wider runway for Salesforce's A.I. execution. Melissa notes the stock's underperformance on the year but warns that guidance still needs to exceed expectations. Tom White offers example options trades for the software giant ahead of its report.

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While Alphabet (GOOGL) and Apple's (AAPL) rallies at the opening bell boosted the SPX and NDX, Kevin Green wants to see stronger market breadth. He points out that a former SPX support level could turn into resistance, and that breadth can help propel the index back above the key level. Kevin also notes a correlation occurring between treasury volatility and the VIX, which can create near-term volatility for equities.

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Robert Conzo explains yesterday’s bond market reaction to a U.S. appeals judge ruling most of Trump’s tariffs illegal, and contrasts it to equity market moves. He also looks at the Fed’s dual mandate, with labor markets more of a concern – and questioning around the accuracy of those numbers. He argues inflation is under control and not as much of an issue on the minds of investors or corporations. Robert thinks the market might be in a holding pattern but is still bullish on the AI trade.

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Developments on Alphabet's (GOOGL) Google search monopoly has the NDX and SPX trading higher. Kevin Hincks also notes economic data moving markets, which includes mortgage applications. He explains how the print shows a housing market "screaming" for lower interest rates. Kevin later weighs on the Fed's independence and how the term can be muddied by the structure of the FOMC.

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The long-time case questioning Google dominance is over. A U.S. judge ruled that Alphabet (GOOGL) will not have to divest its Google Chrome browser, something analysts and investors alike see as a huge win for Alphabet. Jenny Horne talks about the impacts the development has across Wall Street. She also explains why Apple (AAPL) rallied alongside Alphabet. Speaking of Apple, Jenny later talks about Meta Platforms (META) and how it tapped the company's lead A.I. robotics researcher to join the social media conglomerate.

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Zscaler (ZS) initially traded higher after it posted stronger-than-expected earnings after the bell on Tuesday but opened lower on Wednesday's opening bell. Diane King Hall talks about the company's A.I. play and the double-edged sword it carries. Macy's (M) showed retail strength through a 20% rally as it continues to move away from tariff risks. Meanwhile, Diane notes Dollar Tree's (DLTR) post-earnings sell-off.

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Salesforce (CRM) earnings are on deck and Rick Ducat is dialing up the technical breakdown on its chart. He notes the relative downtrend in share prices so far in 2025, but underscores the shares trading near its 50-day moving average and above 52-week lows. Later, Tom White pieces together an example trade for the software company. He uses a bullish call butterfly strategy as a means of playing the pending CRM earnings move.

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To help kick off the new month, Cameron Dawson quotes Green Day lyrics with "Wake me up when September ends," before providing her perspective on historical seasonality trends impacting traders during the month. On her radar, Cameron points to "extreme outflows from small-cap ETFs over the past few months, despite the fact that small-cap stocks have outperformed the general market. Later, she discusses the global phenomenon impacting long-duration yields and previews August's jobs report.

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With Macy's (M) on the move higher after its latest earnings, Sky Canaves joins Diane King Hall to discuss the retailer's report. She posits if the strong rally's foundation belongs to strength of the U.S. consumer or Macy's turnaround efforts. Sky cites the company's bullish outlook for the rest of the year, but cautions that she will still be tuned in to the commentary around tariff pricing impact. Sky points to the store refreshes, improvement in its Bloomingdale's division and Blue Mercury sales. Later, Sky examines American Eagle (AEO) and the overall retail sector.

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