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Jeffrey Small thinks a market pullback could be “healthy” here and argues that normal seasonal volatility is creating buying opportunities. He sees Nvidia (NVDA) earnings next week as a major catalyst for stocks – and he expects a beat. However, if they underperform, he says it would “rattle the surge we’ve had in the tech sector.” He adds that Mag 7 stocks are “underpriced,” and thinks institutions are underinvested in them. He likes Nvidia (NVDA) and Meta Platforms (META).

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Danielle DiMartino Booth gives investors a big picture perspective on the FOMC ahead of the Jackson Hole Symposium. She's hoping Wednesday's FOMC meeting minutes from July will add color behind the double dissent to leaving interest rates unchanged. At Jackson Hole, Danielle sees Jerome Powell tempered expectations for a 50bps cut in September and instead move toward commentary for 25bps. As for the Fed's future, she talks about the nomination process and how frontrunners can gain traction in the Senate's voting process.

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Walmart (WMT) reports earnings before the opening bell Thursday morning, and Sam Vadas says everyone will be reading through the company's growth story. She believes the Fed will use Walmart's shopping trends as a way to measure inflation impacts, and its outlook to determine consumer confidence. Sam also urges investors to look for tariff impacts after President Trump previously suggested Walmart and similar companies "eat" tariffs. StocksToTrade's Tim Bohen says he "loves" the company's stock and why he's leaning favorably into it ahead of earnings.

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Burt Flickinger considers TJX Companies (TJX) an unstoppable company. He points to the company's latest earnings, miniscule debt, and management as reasons for it being "one of the best stocks for the next 15 years." He believes it will deliver in any portfolio as long as investors hold it long-term. On the other end of retail, Burt explains why he "wouldn't touch" Target (TGT). Tom White offers example options trades in Target and TJX.

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Estée Lauder (EL) traded down after posting roughly in-line earnings and guidance. Diane King Hall explains that a projected $100 million tariff impact to outlook is hitting the stock. Lowe's (LOW) posted a beat and raise that impressed investors, a stark contrast to the response seen in Target (TGT). Diane later talks about Toll Brothers (TOL) and how it topped earnings estimates despite affordability pressures plaguing the homebuilder industry.

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Ben Emons discusses dissent within the Fed ahead of the latest FOMC minutes release. He believes there’s room to cut rates and thinks the market might be more volatile into the September decision. He thinks they should cut rates by 50 bps then to “give the economy the necessary boost.” He says it's possible Fed Chair Jerome Powell will shock markets with his speech this week. Ben also discusses the AI trade and how tech is supporting the market.

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Kevin Green notes that while markets are showing a "trajectory to the downside," it's not a surprising one. He points out seasonal trends that markets experience this time of the year and urges investors to keep technicals top of mind. He turns to trends in utilities and the sector's continuing outperformance, adding that it's one investors don't want to see happen for much longer. On the NDX, Kevin explains why the breakdown of the index isn't too worrying.

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It's another mixed picture for the retail space. Jenny Horne talks about Target's (TGT) earnings beat as a win for the beaten-down company, though investors appear to be selling off the stock over its change of CEO. However, TJX Companies (TJX) shows consumers are still spending. Jenny compares the reports of both Target and TJX to explain shifts in retail sentiment.

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Target (TGT) sold off after showing blemishes in the retail space, something Kevin Hincks is watching closely to see how it can affect upcoming earnings for Walmart (WMT). There's also a slew of other information set to hit the markets, from the FOMC July meeting minutes, to commentary from Jackson Hole as officials begin to arrive for the symposium. Kevin gives his take on the U.S. buying into companies like Intel (INTC) and what it means for investor confidence.

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Walmart (WMT) earnings are on deck as shares have risen nearly 40% over the past year. Rick Ducat compares its performance to some of its retailer peers before keying in on Walmart's current uptrends taking shape on the chart. He says $97 and $104 have heavy volume nodes. Later, Tom White demonstrates an example options trade using a call vertical strategy. He puts together a call vertical using the September 19 expiration, expecting a bullish direction.

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