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Frances Stacy says Amazon's (AMZN) Prime Day event generated $14 billion for the company. It is now doubling the two-day event to four, starting on Tuesday. Frances expects "phenomenal turnout" for Amazon and sees limited impact on its margins. However, she notes spending fatigue serving as a headwind for Amazon. Tom White offers a pair of example options trades for the Mag 7 company.

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Futures faced pressure before the bell, which showed in the SPX at the open. Alex Coffey talks about the index and why it opened at "neutral" levels to kick off trading action. However, Alex adds that the SPX is still outperforming on a historic basis. He later explains how the market has become "increasingly comfortable" with tariff headlines as the VIX stays under 18.

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Alec Young covers the disparate factors impacting the market right now, from the “structural shift” of AI to the labor market and more. Within AI, he sees copper companies like Freeport-McMoRan (FCX) and energy companies benefitting directly as they physically create and power the data centers. However, he also expects blue chip companies like Home Depot (HD) to implement AI and benefit from using it. He thinks the U.S. is winning the AI race and that the President’s policies support our lead.

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The Wednesday deadline for President Trump's tariffs against other countries remains up in the air. Kevin Hincks reports from the Cboe Global Markets to talk about ways the Trump administration is trying to keep investors calm, which includes "several announcements" expected in the coming days. He also explains why the president is threatening an additional 10% tariffs against BRICS countries. Kevin later analyzes the recent economic data that he believes can lay the groundwork for two interest rate cuts.

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Tesla (TSLA) shares took a beating this morning after CEO Elon Musk announced plans to form an "American Party," widening the divide between Musk and President Trump. That's not all the news hitting the stock. Jenny Horne talks about a downgrade from William Blair off expectations it will lose steam in the energy race. This comes as Trump plans to talk about a potential TikTok deal with China this week.

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Netflix (NFLX) hit all-time highs last week, but started this week with a downgrade from Seaport. Rick Ducat examines the surge higher in shares over the last year, pointing to a post-earnings pop from earlier in 2025. Later, Tom White illustrates a neutral to bullish put vertical example options strategy that captures the upcoming earnings event for the streaming giant.

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Asked if the markets can continue the rally to new all-time highs, Eric Pachman says he's "quite concerned to be honest." He maps out investors' portfolio makeup as concentration risks with mega-cap tech stocks rise. Eric says it's a "frog in boiling water" situation and investors should pay attention to what's really in the makeup of investing in an index. He maps out the kinds of questions investors should ask as they look to moderate and manage risk.

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Arun Sundaram joins Diane King Hall to preview this week's Amazon Prime Day event which will run for 4 days. He believes the decision to lengthen the ecommerce shopping event means Amazon (AMZN) has a large inventory ready to move. CFRA has a Strong Buy rating and a $248 price target on Amazon, highlighting the company's operating margin improvement as a key point of strength. Aside from the company's ecommerce side, Arun adds that the AWS and Advertising business segments are significant to future growth.

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Scott Bauer (@prospertradingacademy) says complacency over the last few months have led to a cautious optimism, but with self-imposed tariff deadlines now in question he says more questions may surface. He says the Cboe Volatility Index (VIX) is "way too low" and believes investors could take advantage of it for a possible protection play. For the week ahead, he's watching the 10-year yield and Wednesday's 10-year note auction. Additionally, Scott's looking at company commentary surrounding tariff volatility and consumer demand in the upcoming earnings season.

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T-Mobile (TMUS) starts off the new week with an upgrade from Redburn. Ben Watson joins Morning Movers with a look at the charts. For TMUS, he starts with a 5-day trading timeline looking at a range between $237-$242 and says the ADX trend strength gauge shows a building move. On the longer-term chart, Ben highlights the 2025 downward trend that could be in the beginning of a reversal if shares can break above $250.

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