Schwab Network

Today's trading action added confidence to Dan Deming's perception on the markets, noting widening market breadth as a healthy sign for price action. On individual stocks, he sees growth opportunities in Nextracker (NXT) amid volatility, Arista Networks (ANET) gaining momentum as the stock remains off highs, and Stryker (SYK) holding strength in healthcare tech. Dan offers example options trades for all three stocks while Rick Ducat breaks down the bearish and bullish signals he found in the charts.

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"The reality is, this is a tech bull market," says Wedbush's Dan Ives, projecting a 15% rally across the tech sector this year. He believes Nvidia (NVDA), Microsoft (MSFT), and Meta Platforms (META) will continue to dominate the Big Tech trade despite pricier valuations. As Dan argues, investors need to "look out three, four, five years" to future tech these companies will create. The giant he says will be at the center of it all: Nvidia (NVDA).

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Chip Rewey thinks the market “needs” the “imperfect” ‘Big Beautiful Bill’ to pass. Looking at defense and Boeing (BA), he notes that it is still struggling to meet demand despite its accident record. He also thinks there is opportunity in the financials sector and in semiconductors. For the back half of the year, he expects a healthy economy and a continued rotation into small and mid caps.

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Meta Platforms (META) continues to ride on bullish optimism, this time from UBS. The firm upped its price target to $812 from $683 on expectations Meta can deliver long-term A.I. revenue opportunity. George Tsilis talks about how the company's first quarter earnings set those expectations and what he expects from Meta ahead. Joe Tigay later joins and offers investors a "poor man's covered call" example options trade for Meta.

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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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Nike (NKE) seeks a rebound in its after-hour earnings, and Zach Warring sees the company muscling a beat. He believes the stock can get back to $80 with "negativity priced in" ahead of the report. Zach notes rising competition in companies like ON Holding (ONON) but believes Nike will continue to draw in consumers. Tom White offers a bearish and bullish example options trade for Nike.

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From tech to consumer staples, Diane King Hall talks about the stock movers driving the start of the trading day. On Tesla (TSLA), she notes Benchmark upping its price target on expectations of improving macro conditions. The same can't be said for the Trade Desk (TTD), which got a downgrade from Wells Fargo. Diane later talks about the rally in McCormick & Co. (MKC) following its earnings beat and reaffirmed guidance.

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Volatility continues to slide lower and the SPX signals a green session that could lead to all-time highs for the index. Kevin Green talks about the technicals investors should watch in today's trading action, which includes a lower VIX that opens the door for hedging activity. He later turns to copper's rally kicking off the session.

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Petra Bakosova celebrates 10 years of Hull Tactical and gives her perspective on the market. She thinks that there are a lot of conflicting signals in the market, with jobless claims and GDP implying different directions for the economy. “Our core belief is that it’s really important to be invested in the S&P 500,” she says, which then skews heavily towards the Mag 7. She makes the “biggest bets” when the market is “most irrational.” She describes Hull’s other holdings and how they target exposure across assets.

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Jenny Horne turned to the A.I. trade ahead of the opening bell. The big winner: Micron (MU), which posted strong earnings and guidance that shows ample DRAM and A.I. chip demand. Jenny talks about what the company's print signals for other chipmakers, including Nvidia (NVDA). Meanwhile, Apple (AAPL) got a price target cut from JPMorgan despite the firm's confidence of "robust" near-term demand.

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The NDX hit a new all-time high Tuesday, and now Kevin Hincks is watching the SPX to see if the benchmark index reaches the same feat. However, valuations getting pricey and stocks coming off a massive rally pose a challenge. On the Fed, Kevin talks about the signs speakers have given that point to future interest rate cuts and offers insight to the latest jobs and inflation data.

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