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Hatem Dhiab sees Nvidia (NVDA) benefitting long-term from increasing hyperscaler spend, even if earnings do not meet the sky-high bar set by Wall Street for the quarter. He notes Apple (AAPL) as the biggest "loser" of the Mag 7 but argues stronger A.I. in Siri and a memorable iPhone cycle can change the narrative. Ron Westfall agrees on Hatem's Nvidia points, however, he adds that it needs to show strong progress with its Blackwell chip. He picks Nvidia, Microsoft (MSFT), and Amazon (AMZN) as the three names he sees leading market momentum long-term.

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Finance and industrials are the focus of Jessica Inskip's Big 3, all with one common theme: strong dividend yields. Jessica explains the purpose behind her picks while Rick Ducat dives into the technical trends investors should pay attention to ahead.

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AT&T (T) secured a deal worth $23 billion with EchoStar (SATS) to buy spectrum licenses from the company. Eli Lilly (LLY) tacked on billions of dollars in market share after its experimental weight loss pill showed promise in its latest trial results. Three analysts dressed up Ulta Beauty (ULTA) price targets as they see a bounce back in the company. Diane King Hall discusses what's driving the biggest market moves Tuesday morning.

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Aakash Doshi covers continuing demand for gold as the metal’s futures trade 3% below its all-time high. He compares gold vs silver for prospective investors, warning that they are “not the same instrument.” While he says silver “has a place” in a portfolio, he emphasizes its volatility. He also discusses the role of gold in the “de-dollarization” narrative as more countries grow more wary of the U.S.

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While Nvidia's (NVDA) earnings will take all of the market's attention Wednesday, Sam Vadas points to Williams-Sonoma (WSM) as a report that will add color to the tariff picture. She breaks down the latest headlines catching investor and analyst attention ahead of the report. Tim Biggam offers an example options trade for the furniture company.

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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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Ahead of Okta Inc's (OKTA) earnings on Tuesday, Joseph Bonner gives his big picture perspective on the cybersecurity space. For Palo Alto Networks (PANW), he believes the company's acquisition of CyberArk will be "filling a hole" when it comes to agentic A.I. and promises future growth. Joseph has a buy on Palo Alto and CrowdStrike (CRWD) on expectations that cybersecurity will be greatly needed in the future. Tom White offers example options trades for both cybersecurity stocks.

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Michelle Gibley says international stocks still look attractive and reviews the latest economic developments in Europe. She also looks at the Japanese economy, especially wages, and thinks there could be another rate hike there later this year. Turning back towards the U.S., Michelle reviews the U.S. dollar’s struggle this year and its impacts. She thinks the dollar can fall further from here, noting it is “well above” where it was in the last decade. However, she doesn’t expect the U.S. to lose its “reserve currency status.”

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Markets opened mixed to start Tuesday's trading session. Kevin Green urges investors to keep consumer confidence top of mind as it can serve as an indicator to price action ahead. On treasuries, he points to consolidation in the 10-year yield as a normal signal that starts a rate cutting cycle for the Fed. However, Kevin adds that volatility remains unseasonably low, which can ramp higher with potential market moving events on the calendar ahead. Technicals for defense stocks also show potential for a breakout in the weeks ahead.

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AMD Inc. (AMD) got more bullish momentum from Truist after the firm upgraded the stock on expectations hyperscaler demand will add to its revenue stream. Jenny Horne talks about how AMD has long lingered in Nvidia's (NVDA) shadow and how this note signals the start of a turnaround story. She also notes Okta Inc.'s (OKTA) upgrade from Canaccord ahead of the cybersecurity company's earnings after the Tuesday's closing bell.

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Kevin Hincks says the legality of whether President Trump can fire Lisa Cook from the Fed "will be figured out in the courts." He talks about the latest developments and goes in depth as to why the situation is muddy for investors seeing it all from the outside. On economic data, Kevin notes a beat in durable goods orders and the Case-Shiller home price index. However, he adds that all these headlines will be dwarfed by Nvidia's (NVDA) earnings after the close Wednesday.

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