Schwab Network

Meta Platforms (META) traded down Monday after the company announced its fourth A.I. division restructuring over the last six months. Marley Kayden notes that isn't the only headline generating headwinds. She talks about the recent content risks involving minors now being eyed by the U.S. Senate.

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“If you’re not an AI company right now, it’s almost impossible to raise venture capital.” Darren Marble dives into the world of equity crowdfunding, a “multibillion” dollar sector that lets companies raise money from non-accredited retail investors. For small companies that have a brand and a community, this could be the right move, he argues. His firm runs a platform to facilitate this: “we think this is the future.” He describes some of the process for interested in companies.

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Landon Swan from Likefolio shares consumer sentiment data on Home Depot (HD). He says May was strong, but June dropped off. He highlights the “healthy mix” of pros and amateurs shopping at Home Depot, making it more recession-proof. “The app usage is very strong,” he adds, with monthly active users up almost 40%. “Generally speaking, we’re more on the neutral side” for HD, but Landon is bearish on competitor Lowe’s (LOW).

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Ahmed Khan and Ian Tien discuss the cybersecurity field and preview Palo Alto (PANW) earnings. Ian says investors will be looking at their AI use for efficiency in the business, place in the arms race of AI, and defending the systems themselves. Ahmed thinks PANW has to show it can drive growth in its next-gen security business and effective consolidation. They both think that PANW overpaid for CyberArk and explain how they think the acquisition will impact the company.

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James Demmert believes this week's earnings will serve as a barometer for economic health. Companies like Walmart (WMT) and Target (TGT) will highlight whether Americans are willing to buy amid continuing uncertainty. Additionally, James mentions Toll Brothers (TOL) as an indicator to the housing market, the results of which will be watched closely by the Fed. He later talks about Ukrainian president Volodymyr Zelenskyy and other European leaders' visit to D.C. and its impact on international stocks.

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While it's a sleepy start to the trading week on Wall Street, TheoTrade's Don Kaufman sees opportunity through example options trades on today's Big 3. He leans bullish on Micron (MU) on expectations of a "gamma squeeze" and on Alphabet's (GOOGL) run toward all-time highs, though he's more bearish on Altria (MO) after it flexed strong technical prowess. Rick Ducat gives investors insight into the key levels he sees in the charts.

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Erin Gibbs thinks the market is in the late stages of its cycle. She talks inflation, potential Fed rate cuts, and the overall economy and expects a market rotation as healthcare sees gains. She expects “good growth” in 2026 but says that view could be derailed by inflation. She also notes companies are being more rewarded for cost-cutting than growth. She likes PepsiCo (PEP) and J.M. Smucker (SJM) and Atmos Energy (ATO).

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“Homebuilders across the board don’t have equal sentiment” and it depends on size, says Katie Hubbard. Large homebuilders are optimistic while smaller ones are struggling based on the Housing Market Index data, she argues. She notes significant pent-up demand that can be “unlocked through lower rates” and highlights Warren Buffett’s recent bet on homebuilders. The types of housing being built are important, as is location, with more people moving out of the North. Generally, she calls the housing market a “gridlock.”

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Recent economic data showed that Home Depot's (HD) prior commentary on spring and summer being a "Super Bowl" housing season did not come to fruition. Marley Kayden notes macro pressures that pinned the stock heading into its earnings Tuesday morning. That said, analysts say there's a foundation for Home Depot to rebuild on. Prosper Trading Academy's Mike Shorr offers an example options trade for the retailer.

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Cybersecurity is "not a nice to have, it's a have to have," says Nathaniel Bradley. Ahead of Palo Alto Networks' (PANW) earnings after the close on Monday, he called the company the "tip of the spear" in the industry. Nathaniel adds that the acquisition of CyberArk gives Palo Alto more "scale" to bolster future operations. Tom White offers a pair of example options trades for Palo Alto.

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