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nLIGHT Inc. (LASR), a semiconductor and fiber laser company, posted its first positive EPS in more than three years. George Tsilis adds that the company is a rising star in the aerospace and defense industry. He talks about what makes nLIGHT's fundamentals and price action so "meaningful."

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Amit Walia, CEO of Informatica (INFA), talks about what he calls a "blow out" quarter in earnings, particularly through its cloud business. He talks about how the report shows the importance of A.I. and its role for Salesforce's (CRM) Agentforce platform. Informatica was acquired by Salesforce in May for $8 billion. Amit later notes the company's hyperscaler partnerships through Amazon (AMZN) AWS, Microsoft (MSFT), and mostly recently, Nvidia (NVDA).

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To look ahead, Charles Schwab's Cooper Howard says you need to look back at last week's data. He believes the unemployment report last Friday showed concerns for growth but assured investors a September interest rate cut is coming. However, Cooper warns that investors will want to pay attention to next week's CPI and PPI prints, which can add stagflation risk.

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Phil Streible reviews the week in the commodities market. He says the U.S. dollar could take a turn down, potentially testing the 97 level or below. Oil’s slide could also be opening up the door for a bigger sell-off, with “plenty of supply” on the market and the Trump admin trying to push prices into the $50s. He identifies a “rotation underway” in the crypto market as Bitcoin falls and Ethereum climbs. However, he thinks Bitcoin could still hit $130K or higher. Gold hit a record high today, and Phil says the “only problem” is that it’s beginning to make a series of lower highs.

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6,400 is the level to watch not just for Friday, but for the week ahead due to the high amount of options activity. Kevin Green talks about the recent upside action heading into a data-heavy week in a situation where volatility is cheaply priced. As Kevin explains, "at some point, there will be a cap" to volatility. Kevin explains why investors will want to keep an eye on the VVIX as well.

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Jason Blackwell doesn’t see flashing red signals, but thinks it could be a good time to trim positions and reallocate within your portfolio with the market near highs. He explains how he uses valuation as a timing mechanism for investing, but says one certainly needs to look at additional market factors as well. On earnings, “margins continue to be really healthy.” Jason also discusses recent economic data and Fed speakers taking a turn towards dovishness.

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Pat Nerney and Tony Blagrove talk inflation, rates, and Fed policy. Pat thinks the yield curve will continue to steepen from here, and says the market is pricing in a rate cut in September. He’s looking forward to Powell’s Jackson Hole speech for direction on the Fed’s moves. However, the AI sector seems to be ignoring interest rates as it continues to run. Tony foresees a stagflationary environment and says that the market could see “turbulence” if the Fed doesn’t cut rates as expected. “Inflation’s one of those risks, which is why we have to hedge.”

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"It's hard not to be bullish," says Wayne Kaufman, even as markets enter the seasonally weak period of August and September. He makes the case that the A.I. trade is accelerating and could bring energy stocks alongside its rally. He labels TSMC (TSM) as a top stock due to its leadership position in A.I., helped by Nvidia (NVDA) and AMD Inc.'s (AMD) reliance on it. Wayne adds Dell Technologies (DELL), Seagate (STX), and Alphabet (GOOGL) to that list.

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Keyvan Mohajer, CEO of Soundhound (SOUN), joins Nicole Petallides at the NYSE set to talk about his company's latest earnings report. He says "robust demand" in A.I. isn't going away, adding that Soundhound made acquisitions in order to expand its reach to fill that market share. Keyvan says Soundhound isn't seeking more major acquisitions but have the capital to do so.

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Paul Auslander is focusing on AI, defense, and housing and is diversifying into international equities and fixed income. He also likes healthcare, saying baby boomers will be paying for “oodles of care” in the coming years. Infrastructure around the world “has to be fixed,” he adds, with many important roads and structures built decades ago. He is worried “a little bit” about the Fed, particularly contrasted with a President whose background is in real estate.

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