Schwab Network

Wells Fargo shared concerns for Tesla (TSLA), citing flat second-quarter vehicle deliveries compared to weaker numbers in the first quarter. With the company's tentative robotaxi launch scheduled this Sunday, George Tsilis says the pressure is on for Tesla to deliver. He believes it's critical the company has a strong showing for investors to gain confidence in autonomous driving. Tim Biggam offers a put calendar example options trade in Tesla.

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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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Tsvetta Kaleynska gives investors an overview of the retail picture and where it stands as tariffs paint an uncertain background. While she notes companies like Target (TGT) facing numerous headwinds, it's not the same across the industry. Tsvetta considers Walmart (WMT) a favorite due to its fortress-like balance sheet backed by an acquisition she believes went unnoticed by investors. She also likes Amazon (AMZN) due to its high exposure in A.I. Tom White offers example options trades for Walmart and Amazon.

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Breaking news hits Morning Trade Live with JetBlue (JBLU) cutting back flights after it reported weaker travel demand. Diane King Hall talks about the report and shares how it differs from its airline peers. She also notes the sell-off in solar stocks like First Solar (FSLR) after the Senate proposed cuts to wind and solar tax credits. Diane later discusses Eli Lilly's (LLY) $1.3 billion bid for Verve Therapeutics (VERV) and Lennar's (LEN) earnings beat.

18% of stocks opened in the green but the SPX opened without as much pressure as Kevin Green expected. As the SPX attempts to swing into positive territory, Kevin examines silver's rally to new 52-week highs coinciding with a pop in semiconductors. Kevin also urges investors to keep an eye on VIX with backwardation potential.

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Michelle Gibley gives the latest updates on the Iran/Israel conflict and whether it threatens the world energy supply. She thinks a sustained price hike for oil is “unlikely.” She reacts to the latest moves out of the Bank of Japan and how it could affect the Japanese and U.S. economies. Michelle sees opportunities in Europe as it makes moves to support economic growth and highlights the “European Mag 7.”

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Barclays raised its price target on Nvidia (NVDA) to $200 from $170 and kept an overweight rating on the stock. Jenny Horne notes the firm also raised its compute estimates for the chipmaker and talks about the FOMO Nvidia continues to generate. She also turns to Microsoft (MSFT), which ticked lower after OpenAI accused the Mag 7 giant of anticompetitive behavior.

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President Trump flew to Canada overnight for the G7 Summit only to turn back around as the Israel and Iran war grows. Kevin Hincks reports from the Cboe Global Markets to break down the latest developments and its impact on commodities like crude oil. This, as the Fed starts its interest rate meeting today with a decision expected tomorrow afternoon. Kevin says Jerome Powell and company will tackle a slowing U.S. economy and an uncertain inflation picture.

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On the heels of a Wall Street Journal report pointing to OpenAI and Microsoft (MSFT) tensions reaching a "boiling point," Rick Ducat examines the technical layout on the chart of MSFT. He points to $447 as a heavy-trading area on the chart's volume study, as shares of MSFT hit all-time highs this week. Then, Tom White compiles an example trade for MSFT using a neutral to bullish approach. He demonstrates this stance using a put butterfly options trade.

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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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Rob Thummel is at the NYSE site to discuss the global energy market. He says there hasn't been a real supply disruption so far in the Iran-Israel conflict, but the greatest concern remains escalation near the Strait of Hormuz. He believes Iran wants to de-escalate the conflict, which could drop oil prices to $60. Rob believes other Middle Eastern countries and OPEC members could fill any gaps from Iranian disruptions in oil production. He adds that his firm is looking forward to alternative energy sources and energy export infrastructure as well. He names Williams (WMB), Constellation Energy (CEG) and Cheniere (LNG) among names to watch.

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Carin Pai joins Diane King Hall at the NYSE set to preview this week's FOMC meeting. She believes the central bankers will continue to take a "wait and see" approach citing resilient economic data. On the equity front, Carin believes valuations are at the top end of the range and could keep markets rangebound for the remainder of 2025. She cautions that markets could be susceptible to surprises, and doesn't believe markets will go much higher from here.

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