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Beth Kindig says "any dips on China should be bought" after Nvidia (NVDA) reports earnings. She considers sales to the country insignificant compared to the upside potential Nvidia's Blackwell will offer for the A.I. giant's runway as "demand outstrips supply." Brian Szytel will still keep an eye on the company's H20 chip sales in China, noting that it will offer another revenue stream the U.S. government was originally set on taking away.

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John Gafford says your experience of the housing market right now depends on whether you’re buying or selling – and says after a decade, the balance is shifting. “Sellers are offering concessions at rates we haven’t seen in the last ten years,” he notes, but stresses that conditions change regionally. He thinks it’s a “safe” bet that interest rates will be a lot lower in 12 months, changing the system again. John gives viewers his best real estate advice.

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When it comes to stocks, TheoTrade's Don Kaufman offers bearish example options trades. He explains his bear case behind Bank of America (BAC) and eBay Inc. (EBAY). However, Don has more of a bullish thesis in the iShares Silver Trust ETF (SLV). Kevin Green gives his technical analysis into today's Big 3.

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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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It's "financial winter" now through October, says Dale Smothers, something he believes will give investors reason to take risk off the table. He adds the case for pullbacks due to high short-term valuations, especially in A.I. names, as concentration only builds across indices. As for stocks Dale is watching, he expects Apple (AAPL) to break out of its range-bound trading action as it accelerates A.I. momentum. He also sees CoreWeave (CRWV) as a great short-term and long-term play.

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Brian Krawez discusses launching two new active ETFs, KAT and GKAT. He explains the underlying strategy for each fund and why investors might be interested in them. The ETFs are converted mutual funds, and Brian says that they have been using these investing strategies for over a decade. He looks at top holdings in the funds (including Oracle (ORCL) and McKesson (MCK) and previews ETFs his firm is looking to launch in the future.

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Dave Altavilla talks about the extent of Nvidia's (NVDA) dominance in A.I. ahead of the company's gargantuan earnings report. He says his "ears will be to the ground" for any new tech developments from the company, which includes its Blackwell and Rubin chips. He also talks about a section of the company's revenue stream not on many investors' radar: gaming. Tom White offers a pair of example options trade for the A.I. giant ahead of the report.

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A consolidation day could be in store for the SPX heading into Nvidia's (NVDA) earnings, according to Kevin Green. He points out technicals to watch throughout the session. When it comes to Wall Street trends, Kevin points out U.S. shipbuilders like Huntington Ingalls (HII) as breakout candidates, as well as insurance companies.

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Wednesday's morning movers panel got interrupted by a stream of Big 10 mascots, though Sam Vadas still highlights retail stocks catching attention on Wall Street. Among them, Kohl's (KSS), which rallied 20% after posting an earnings beat. PVH Corp. (PVH) also moved higher after the company topped expectations. Cracker Barrel (CBRL) also rallied not for any earnings, but instead for its announcement that it will abandon its new logo design.

Kevin Hincks says "70 names" will move alongside Nvidia (NVDA) once it reports earnings after the close. All eyes will be on the leader of Wall Street after the company doubled since April's lows. Kevin also talks about international movers as President Trump seeks to hit India with 50% tariffs. Sticking with Trump, he explains the latest developments between his feud with Fed governor Lisa Cook.

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Some software names got an earnings boost ahead of Nvidia's (NVDA) market moving report after the bell. Jenny Horne talks about the heavy bullish commentary from MongoDB's (MDB) leadership after the company posted a massive beat. Okta Inc. (OKTA) rallied on its own beat and raise, a reversal from the cybersecurity firm's last earnings.

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