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Mischa Fisher sees mortgage rates climbing into the low sevens and expects existing home sales to turn negative in the fourth quarter. He argues the Fed's hike could eventually help by restoring confidence that inflation is under control. Jeff Ostrowski says affordability remains the biggest obstacle for first time buyers, but Americans still view homeownership as the American dream deferred rather than abandoned.

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Ben Topor, who recently published "Decoding the Software Landscape," discusses ways AI is disrupting the digital industries. He says it's hard for larger companies like Salesforce (CRM) to adjust in the evolving landscape due to the volume of customers they have. As Ben explains, there's also the consideration of how much revenue is at stake for companies adjusting to AI.

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TheoTrade's Don Kaufman has his eye on the macro front Wednesday as crude oil moves and President Trump and China President Xi Jinping prepare to meet. He highlights a bearish opportunity he sees in FedEx (FDX) after the stock made a double top pattern, along with bullish opportunities in Home Depot (HD) is it trades near year-lows, and Qualcomm (QCOM) due to its steady climb in price action. Don offers example options trades for his picks while Rick Ducat highlights his technical analysis in all three stocks.

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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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Ed Siddell sees the energy price spike as a short term refinement problem rather than a production shortage, with the national gas average needing to hit $7 before recession risk becomes real. He expects a 90 to 120 day lag before pump prices moderate, and believes the Fed's rate hike was a hedge against temporary inflation pressure. Siddell still expects markets to finish the year strong, bolstered by tech and energy earnings growth of up to 30%.

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Ted Thatcher sees On Holding's (ONON) Investor Day as a strong turnaround signal, highlighted by a billion dollar buyback and margin expansion from 12% to over 22% projected by 2029. He likes the premium brand's direct consumer relationships and athlete partnerships with Mbappe and Federer, though he flags consumer discretionary headwinds. Tom White then demonstrates an example trade.

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Stifel's upgrade on Microsoft (MSFT) to buy from hold initially sent shares of the Mag 7 giant higher before macro pressures pinned equities on Wednesday's session. Alex Coffey discusses the key points from the analyst note, from views on company margins to how it will leverage AI. Prosper Trading Academy's Charles Moon takes investors through an example options trade for Microsoft.

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Peter Tchir doesn't expect a lot to come out of the summit between President Trump and China President Xi Jinping. Pay attention to summit headlines regarding AI, with Peter emphasizing Alibaba's (BABA) innovation as a sign China is attempting to get tech leverage over the U.S. He adds that China is "very happy" to let the U.S.-Iran war continue because it "hurts us" more. Peter makes the point that the U.S. can become further entrenched in the war if the Houthis get tied up more in the conflict.

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The 10-year Treasury yield "is going up for the right reason," says Nathan Peterson of Charles Schwab. He explains how reaction to the latest PMI composite sent the 10-year to levels not seen since July 2007. In equities, Nate says "tech is back" but at the expense of market breadth. It's a double-edged sword after Nvidia (NVDA), AMD Inc. (AMD), and Broadcom (AVGO) earnings all signaled price increases and supply constraints. Nate looks ahead to the final quarter of 2026 and gauges if a year-end rally is in the cards.

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Bottlenecks in the supply chain indicated by a spike in PMI sent 10-year Treasury yields spiking back above 5% to levels not seen since 2007. Kevin Green talks about why the print is so significant and analyzes the reaction in equities and fixed income. He turns to the state of the housing market through MBA mortgage application data and "nibbling" he sees in housing-related stocks like KB Home (KBH) following its earnings.

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Diane King Hall kicks off First Moves with a look at the earnings front, taking investors through the restaurant's earnings beat and 2027 guidance. KB Home (KBH) continues to see earnings pain due to persistent headwinds facing the housing market. In the travel industry, Diane talks about Royal Caribbean (RCL) taking a 50% stake in Sandals Resorts.

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