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Boeing (BA) shares fell from premarket highs, which Melissa Armo calls a troubling sign for maintaining momentum. She also points to other headwinds she sees for Boeing, which includes potential strikes. Noah Hamman believes the stock lost momentum today because of its massive rally throughout 2025. He sees tailwinds that can offset headwinds Melissa expects.

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Thierry Wizman says “the most significant thing” we might see from the FOMC meeting tomorrow is dissent in the ranks. “The doves are not in the majority…but there will still be a robust debate.” While he doesn’t expect a rate cut this week, he thinks this meeting could set the stage for cuts later this year. Thierry expects Powell’s comments to emphasize Fed independence as he nears the end of his term and considers his legacy.

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While Apple (AAPL) iPhone sales are lagging, Jessica Inskip sees Qualcomm (QCOM) benefitting from other A.I. tailwinds and the stock's current valuation. She labels American Eagle Outfitters (AEO) as a strong short-term sell for fundamental and tariff reasons. As for Alphabet (GOOGL), she sees tax provisions in the Big, Beautiful Bill benefitting the Mag 7 company. Rick Ducat dives into the bearish and bullish trends he sees in the charts.

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“We’re still in an affordability crisis,” Katie Hubbard says, with Existing Home Sales hitting the lowest in “30 years.” She thinks it will be “difficult” to get mortgage rates down to 6%, which would bring “about 160 thousand people” into the market as buyers. Over the next three years, she expects “3% price appreciation every single year.” The Midwest is seeing an “acceleration” in buying, while the coasts are seeing a drop. However, she notes that New Home Sales are cheaper because of builders pushing down prices.

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Visa (V) reports earnings after the close Tuesday. Its stock is up almost 40% year-over-year, but valuation concerns are catching up to the company. Marley Kayden says momentum can continue as long as consumer spending trends remain strong. Tim Biggam offers an example options trade for Visa.

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Microsoft (MSFT) and Meta Platforms (META) both report earnings on Wednesday, and Angelo Zino offers in-depth coverage on both Mag 7 companies. For Microsoft, he says its report will be "all about Azure," as he expects the company to become one of the group's new leaders in a reversal from 2024's lagging performance. Angelo will watch capex spending on Meta Platforms (META) closely after its "aggressive" A.I. spending push. He later talks about why he's "afraid" of Apple's (AAPL) earnings this quarter. Tom White turns to example options trades for Microsoft and Meta.

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It's all down arrows on this morning's earnings movers. Sam Vadas talks about the "tariff exposed story" impacting Whirlpool (WHR) and UPS Inc. (UPS). As for UnitedHealth (UNH), Sam attributes its sell-off to rising medical costs on top of other company-specific headwinds. Spotify's (SPOT) surprise loss caused a slide in shares despite subscribers showing a bright spot.

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The SPX once again hit new all-time highs this morning as Alex Coffey notes strong technical trends in the index. That said, he argues it's "always difficult to project resistance" at highs. For weary investors, Alex suggests taking a "not all in" approach to your portfolio.

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Someone is going to have to pay higher prices, Michelle Gibley says as trade deals raise tariffs – either U.S. companies, or the U.S. consumer. She warns that we haven’t seen tariffs on pharmaceuticals and expresses concern about potential deals with Canada and China. She charts how deeply foreign companies’ GDP depends on exporting to the U.S. and notes that many are looking to diversify away from the U.S. Michelle also explores how a lower U.S. dollar is impacting the situation.

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Tuesday morning showed a tale of two companies. Novo Nordisk (NVO) sold off more than 20% after making heavy reductions to sales guidance for its Ozempic and Wegovy weight loss drugs. Meanwhile, SoFi Technologies (SOFI) climbed with a strong showing in its fintech earnings. Jenny Horne goes over the biggest morning movers before the opening bell.

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