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Caleb Silver labels Home Depot's (HD) retained full-year outlook as a bright spot. The bad news came from its double miss — the company's first in 10 years. Caleb adds that squeezed household budgets will constrain future growth. However, Dr. Ryan Stever adds that the company remains "resilient" and sees tariffs becoming less of a risk long-term. He also likes transparency from management, something he believes backs prospects on Home Depot's outlook.

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Jessica Inskip expects Jackson Hole this week to be a big market mover. She also sees a potential path for interest rates during the meeting adding momentum to the homebuilder space, including Builders FirstSource (BLDR). After Home Depot's (HD) earnings rally, she sees Lowe's (LOW) growing revenue through home construction. Jessica later explains the "cyclical recovery" play and Nvidia (NVDA) collaboration behind IQVIA (IQV). Rick Ducat highlights the key levels investors should watch in all three stocks.

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Gene Goldman compares the market to the football pre-season. He says ballooning valuations and thinning market breadth make Wall Street look weaker on the outside, though Gene says this is still a "buy the dip" market that will lead to strength down the road. He expects small and mid-cap companies to do very well, along with certain A.I. and cybersecurity firms. As for the Fed, Gene explains Jerome Powell's "wise owl" approach ahead of Jackson Hole.

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Earnings for Palo Alto Networks (PANW) strongly connected with investors after it posted an earnings beat and revenue slightly above estimates. Diane King Hall dissects the cybersecurity firm's report and explains how investor expectations on guidance play a central role in price action. Home Depot (HD) posted its first double miss in 10 years, though the stock rallied after the retailer reaffirmed its full-year guidance. Diane later glimpses into international earnings through XPeng Inc. (XPEV) which showed strength in EV sales.

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Dina Ting makes the case for mid caps outperforming large caps and small caps over the long term. She’s interested in the industrial sector, as well as names like Electronic Arts (EA), airlines, and more. She calls mid caps the “fabric of future competitiveness” that will benefit from AI down the road. Dina explains the criteria she uses to pick mid cap stocks, including what to look for in balance sheets.

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Sam Vadas focuses on Toll Brothers (TOL) ahead of its earnings after hours Tuesday. She talks about the rising optimism in homebuilders seen in earnings from D.R. Horton (DHI) and Pultegroup (PHM). However, Tim Biggam explains why he believes bullish sentiment in the space is overblown. He offers an example options trade on Toll Brothers.

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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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Christine Short is expecting Target (TGT) to post its fourth consecutive quarter of negative sales growth when it reports earnings Wednesday morning. The biggest weakness she sees in Target is the state of the consumer. Christine says Walmart (WMT) has more to offer with groceries and other consumer necessities, while Target focuses more on the discretionary side. Tom White offers example options trades for Walmart and Target.

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According to Kevin Green, the SPX has been making lower lows as the index sees continued compression around the 6,440 level. Gold has been seen making lower highs as the metal also saw heavy consolidation over the past two to three months. However, Kevin says gold is reaching a "make or break" moment that can propel it higher or break down price action. Sticking with commodities, Kevin highlights a key technical support for copper.

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Michelle Gibley reacts to the latest Russia/Ukraine news and points out that while Trump imposed additional sanctions on India over buying Russian oil, China, another big buyer, hasn’t been hit. So far, she says, the market does not seem concerned about escalation. Michelle compares the Chinese economy to the latest earnings we’re seeing out of their companies. She also talks about the strength of the U.S. dollar and how cutting rates could impact the currency.

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Kevin Hincks believes Monday's meeting between President Trump, Ukraine president Volodymyr Zelenskyy, and other European leaders was more productive than many expected. He says the amount of time dedicated to talks offer a bright spot for those hoping geopolitical tensions temper. Now many investors will turn their attention to Jerome Powell and the Fed at Jackson Hole, says Kevin Hincks. He later looks into the earnings behind premarket rallies in Palo Alto Networks (PANW) and Home Depot (HD).

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