Schwab Network

JPMorgan downgraded Lululemon (LULU) to Neutral citing field work in which consumers are not responding to new core-seasonal colors. On the LULU chart, Ben Watson uses the company's yoga apparel as inspiration and calls its recent pullback a "downward dog" triangle. On the 5-day chart, he highlights the $221 level as a broken level of previous support and says investors should watch whether or not it holds that level after the downgrade.

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Jay Woods and Sam Vadas kick off Morning Movers from the NYSE to discuss this week's all-time highs. Jay says "we're not taking that next leg higher" and believes investors are slowly digesting incremental gains. He points to next week's tariff deadline as the biggest watch list item right now weighing on investors' mindsets. Jay says the "back and forth" headlines make it hard for investors to focus on one thing, believing some headlines create over-reaction to an otherwise bullish market.

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Cyber attacks on Microsoft's (MSFT) SharePoint platform are "not a shocking surprise" to shareholders, says Jed Ellerbroek. He believes the muted reaction in the stock is due to anticipation for the company's earnings. Jed expects to see "aggressive" capex spend from Microsoft and other Big Tech firms as earnings season heats up. He adds that the SPX will "chug along" even as tariff uncertainty lingers. On the Fed, Jed makes the case for zero interest rate cuts until 2026.

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Jack Mallers joins Jenny Horne on the latest episode of Market Overtime to cover Bitcoin, the role of cryptocurrency in the modern world and the future of money. From the utility of Bitcoin to the differences between money and currency, Jack jumps into it all as he maps out the reasons why Bitcoin is at the heart of his businesses.

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What started as a strong open led to weakness throughout the day, with the $DJI and RUT losing steam. Microsoft (MSFT) closed flat despite its SharePoint service getting targeted by hackers over the weekend. CoreWeave (CRWV) gained on the session after offering $1.5 billion in senior notes to cover debt. Block (XYZ) rallied after the SPX tapped the company to join the index starting this Wednesday. Marley Kayden takes investors through the biggest stories starting the trading week.

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Jeanette Garretty thinks the end of earnings season will show markets “surviving and possibly even thriving” despite trade uncertainties. She’s not sure we’ll see any trade deals before the August 1 deadline. She looks at tariff impacts so far to Europe and Japan and what she expects from negotiations. Jeanette also talks the possibility of retaliatory tariffs from U.S. trading partners.

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George Tsilis turns to a company he sees as a stock not getting much attention in the A.I. race: Astera Labs (ALAB). The company has a wide array of partners across the tech front, including Nvidia (NVDA), AMD Inc. (AMD), and TSMC (TSM). George takes a closer look into the company's fundamentals and explains its near-20% rally on Monday's session.

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With the FOMC not expected to release any new information until next week's interest rate meeting, @CharlesSchwab's Collin Martin doesn't see a cut coming for July. He points to a slew of economic data support the case against cuts. Mike Townsend offers an explanation of the CLARITY and GENIUS Acts, the latter of which was signed into law by President Trump on Monday. He later turns to the path ahead for the House and Senate.

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Scott Bauer notes that “gold is really, really breaking out again.” On the U.S. dollar, he emphasizes 96 as a critical level to watch. “This is a sell-first environment” for the dollar, he adds, at least until some trade deals are resolved with our bigger partners. For crude oil, “demand is just not racking up” and the underlying fundamentals are still imbalanced even with new E.U. sanctions on Russian supply. He thinks oil prices will drop below $60 soon.

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Philip Morris (PM) has been a "notable outperformer" compared to the SPX, says Rick Ducat. And it's not just Philip Morris — Rick points out that "sin stocks" across the board rallied more than its peers across indices. He gives investors a glimpse into investor interest and charts for the company ahead of Tuesday's earnings.

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