Schwab Network

Prosper Trading Academy's Scott Bauer tackles three Cs experiencing notable price action pullback. For Carvana (CVNA), Scott sees short-term opportunity if the stock holds its 50-day SMA. While cybersecurity stocks have fallen out of favor, he says CrowdStrike (CRWD) remains a stock all investors should watch, along with Salesforce (CRM) as it reaches a historic support level. Scott also offers example options trades for all three stocks while Rick Ducat gives investors insight into key levels to watch.

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“It’s a stock picker’s market,” Steven Orr believes, but the broad market is “way over its skis.” He walks through the sectors he thinks are best positioned, including healthcare. He likes UnitedHealth (UNH) in particular, along with C3.AI (AI) despite its recent earnings weakness. Steven also reacts to the latest inflation data and argues that the Fed “has to change the narrative” on the neutral rate.

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OptionsPlay's Tony Zhang sets the foundation for an example options trade in Lennar (LEN) as he sees the company building on its recent breakout. He points to the stock shattering a key resistance level at $125, backed by market expectations for incoming rate cuts, as signals for shares making a continuing move to the upside.

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Applied Materials (AMAT) reports earnings after the close on Thursday. George Tsilis says it will face one key headwind: China. He notes Applied Materials gets 25% of its total sales from the country, meaning tariffs will serve as a headwind against future profits. On the bullish side, George notes the company's DRAM capabilities as a plus, backed by strong A.I. support seen in Nvidia (NVDA), AMD Inc. (AMD), and similar companies. Prosper Trading Academy's Scott Bauer offers an example options trade for Applied Materials.

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Melissa Otto offers her perspective on Perplexity's $34.5 billion bid to buy Google Chrome from Alphabet (GOOGL). "It's definitely going to be a wild one," Melissa says, noting there is no true standard for something like this before. She adds that A.I. has made no lasting threat to Google search revenue, as she discusses how it adds to the antitrust case accusing Alphabet holding a search monopoly. However, Melissa sees the Mag 7 giant as a key A.I. player itself through its cloud business. Tom White offers a pair of example options trades for Alphabet.

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Mike Dickson looks under the hood of the CPI and PPI reports this week, emphasizing the rise in services prices. He also talks about the differences between these reports and PCE data coming at the end of the month. He thinks the muted market reaction comes from the assumption that PCE won’t be that bad. Generally, Mike notes strong corporate earnings and profitability this quarter.

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While Tapestry (TPR) posted strong numbers in its Coach brand, Diane King Hall says it wasn't enough to temper fears of tariffs in the company's outlook. Deere & Co. (DE) also noted profit pressures in guidance despite its earnings beat. Diane points to Cisco (CSCO) as a company that performed relatively well on its report, primarily through its A.I. infrastructure business.

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6,500 is the new level Kevin Green is watching when it comes to resistance in the SPX, though it will face headwinds on Thursday's session following a hotter-than-expected PPI print. He's watching two bullish signals developing in other pockets. One is in the 10YR-3MO yield spread, as Kevin notes its consolidation remains bullish for stocks. He later turns to technicals in the healthcare space as a bullish cross forms in the Health Care Select Sector SPDR ETF (XLV).

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Liz Ann Sonders compares the CPI and PPI reports from this week to get a look at U.S. inflation. She argues that it seems like companies are absorbing costs rather than passing them on to consumers right now, keeping inflation from jumping. She says that more than this data, upcoming labor data will decide whether the Fed cuts rates in September. Liz Ann points to CEO sentiment climbing but still in “contraction” and argues it represents “normalization in the aftermath of the extreme plunge in confidence” that came after the April tariffs announcement.

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The 0.9% month-over-month uptick in PPI was significantly up from Wall Street's expectations of an unchanged report. For those wondering why markets didn't move down further, Kevin Hincks talks about PPI historically taking a backseat when it comes to importance of other prints. On the international front, Kevin turns to President Trump's meeting with Russian president Vladimir Putin in Alaska on Friday, which he says can move markets.

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