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Tim Bohen talks about Opendoor's (OPEN) "fundamental case" for real estate, even after shares exploded to the upside in an ongoing meme stock craze. He sees something similar in Rigel Pharmaceuticals (RIGL), noting the stock nearly doubling just in August. Tim expects Joby Aviation (JOBY) to make a substantial rally similar to July's as investors seek promise for futuristic tech. Rick Ducat analyzes the volatile price action in all three names and shows levels investors should watch.

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Bob Doll says the current bull run is in "extra innings," but he's not calling a strikeout just yet. Despite valuations in the top decile of history, he believes the fundamentals are still good enough to justify higher prices - for now. Doll shares his key takeaways on what to watch, including price to free cash flow, profitability, and the Federal Reserve's next move on interest rates. He also weighs in on the sectors that will feel the most pain from tariffs, including retail and some hard goods companies, and reveals where he's finding value in the market.

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EdgeRunner AI CEO, Tyler Saltsman, says artificial intelligence will inevitably continue to evolve in the defense and military space. He touches on how EdgeRunner uses A.I. and how it aids soldiers focus more on their mission without being bogged down in analytics. He also notes what makes his company different from Palantir (PLTR). "A.I. is not perfect, but we need to use it," says Tyler, adding that people who don't use A.I. will be replaced by it.

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Diane King Hall talks all A.I. trade developments moving markets Friday morning. Applied Materials (AMAT) sold off more than 10% after it posted disappointing guidance and hinted at China tariff pressures. Cisco (CSCO) faced pressure of its own after HSBC downgraded the stock from buy to hold. Diane noted one bright spot in Salesforce (CRM), which got an upgrade from DA Davidson as the firm sees competition and decelerating growth already baked into shares.

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A "deteriorating long-term outlook" is behind BofA's downgrade on Target (TGT). Marley Kayden breaks down the analysis and weighs the company against Walmart (WMT), highlighting spots where Target is lagging. Dan Deming offers an example options trade for Target.

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Ben Fulton expects the market's calm before the storm to give way to a potentially volatile fall, driven by a heavy sector rotation. Despite this, he's optimistic about new highs in the fall and winter for stocks, particularly in AI-driven areas like tech and communications. Fulton also believes a potential rate cut in September could provide a boost to the economy and consumers.

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Matt Tuttle sees Nvidia (NVDA) as a strong long-term stock to own but would not trade near its all-time high. He says the market leader needs to deliver a blowout quarter "and then some" in order to impress investors with earnings later in August. That said, Matt calls every dip in Nvidia a "gift." He also calls AMD Inc. (AMD) and Intel (INTC) good alternatives, noting Intel as a stock investors should watch due headlines connecting it to the U.S. government. Tom White offers a bullish and bearish example options trade for Nvidia.

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There's a lot to keep on the radar for Friday's session, with Kevin Green noting a potential breakout in the SPX to close the week. However, crude oil's technicals point to bearish indicators for the overall market, with President Trump and Vladimir Putin's meeting expected to spark volatility. Kevin later highlights technicals in the financial space, especially the bullish momentum seen in the SPDR S&P Regional Banking ETF (KRE).

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UnitedHealth (UNH) got a big boost from Berkshire Hathaway. Warren Buffett's firm announced it took a stake in the company, a much needed move for the healthcare company, says Sam Vadas. She also notes the "unusual" headline of the U.S. government looking to take a stake in Intel (INTC). Sam explains the role national security around the A.I. chip trade has in the bid.

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UnitedHealth (UNH) shares have "significantly underperformed" the broader S&P 500 (SPX) so far in 2025, says Rick Ducat. He examines the UNH chart following news that Warren Buffett's Berkshire Hathaway (BRK/B) has taken a stake in the company. Rick highlights the downtrend signals and current levels of potential upside resistance for bulls to watch. Later, Tom White provides an example options trade using a call vertical strategy. Tom explains the bullish nature of this trade and why he chose a Sep. 19 expiration.

======== Schwab Network ========

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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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