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Adobe (ADBE) got a downgrade from Melius Research, with the firm citing A.I. "eating software" that will dig into the company's future profits. However, as Marley Kayden notes, Bernstein cited A.I. in its recent outperform rating for Adobe. Marley talks about the A.I. contradiction analysts raised with the company and what it means for its outlook. Prosper Trading Academy's Charles Moon offers an example options trade for Adobe.

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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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Paul Powers was bearish on Apple (AAPL) the last time he appeared on Schwab Network. Now, he expresses a bullish tone with the Mag 7 company's renewed focus on A.I. and backing from the Trump administration. Paul adds that Apple is working to combat its "Achilles heel" by increasing efforts on smart glasses development. Tom White offers two perspectives on Apple through a pair of example options trades.

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China continues to dominate trading headlines, this time with Chinese lithium producers halting production of the metal. As Sam Vadas notes, it still chiseled out rallies for stocks tied to lithium production. e.l.f. Beauty (ELF) rallied after Morgan Stanley upgraded the stock. Not all stocks rallied, with Sam pointing to C3 AI's (AI) 30% sell-off after showing struggles in its preliminary earnings report.

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Sandra Swirski reacts to China tariffs jumping to 145% tomorrow and NVDA/AMD’s profit-sharing deal with the U.S. government. She says the market is “stronger than I would expect at this point” because tariffs have become “normalized.” She expects Trump to give China a “little bit of slack” on tariffs if there’s no “foot-dragging” on negotiations. Sandra compares this to the tariffs enacted on India, calling them a “punishment” for delays. With tariffs bringing in “twice as much” revenue as usual, Sandra says traders should watch how the government uses the money.

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Kevin Green notes Monday's open as strong, pointing to the SPX's 6,400 level as one he continues to watch on the session. However, brace for volatility, as Kevin points to technicals signaling the "path to least resistance" is higher. Additionally, he notes a story he argues many investors aren't watching: the soybean trade. Kevin expects notable moves that can impact U.S. agriculture stocks and serve as an indicator to China tariff developments.

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Many investors were surprised to wake up Monday morning and see headlines that the Trump administration is making Nvidia (NVDA) and AMD Inc. (AMD) pay 15% of their Chinese chip revenue to the U.S. government. Jenny Horne talks about the unusual development and how it serves as a leg to the "big, beautiful bill." She later touches on Micron's (MU) guidance raise and the rally it initiated for the stock. Sticking with the A.I. trade, Intel (INTC) CEO Lip-Bu Tan will head to Washington D.C. after President Trump called for Tan to resign from the company a week earlier.

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President Trump is expected to meet with Vladimir Putin. Kevin Hincks talks about the stakes of a ceasefire in Ukraine and its impact on volatility ahead. Earnings are expected to take a backseat this week to CPI and PPI, both of which Kevin believes will lead broader market moves. He also notes confusion investors have regarding Trump initiating a 15% charge on Nvidia (NVDA) and AMD Inc. (AMD) chip revenue that comes from China.

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"Focus is on core CPI," says Chris Versace. He believes the question facing the Fed and investors will be "how much hotter than expected is the number?" Chris believes a higher number could mean the Fed would be closer to cutting rates which means "bad news is good news" for some in the markets. On the earnings front, he's watching CoreWeave (CRWV) this week as the company continues to demonstrate strong ties to megacap tech companies like Nvidia (NVDA), Microsoft (MSFT) and Alphabet (GOOGL). He says guidance will be key given the significant capex spending from hyperscalers.

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Nvidia (NVDA) shares are under pressure following a report that it, alongside AMD (AMD), would pay 15% of China chip revenue to the U.S. government. Tom White examines the Mag 7 company's chart and points to the outperformance in shares over the past year. Then, Tom compiles an example options trade for Nvidia. He uses a cash-secured put strategy with a neutral to bullish stance.

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Logan Gilland says he "loves the stock" but has "trimmed" recently as the company faces its 2Q earnings report. He adds that the company is "pre-revenue" and its small modular nuclear technology is still in development, but says the potential upside makes it an "unbelievable name." Logan says he'll be paying attention to the earnings call and guidance ranges the company provides, especially for its timeline on commercial production.

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