Schwab Network

"The demand is there" for AI, says Sam Vadas when discussing TSMC's (TSM) monthly revenue. Figures for the Taiwanese chip manufacturer continue to rise even as the reaction in the stock appears muted. Sam turns to analyst updates through Morgan Stanley's upgrade for HPE (HPE) and Well Fargo's upgrade for Dick's Sporting Goods (DKS).

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Patrick Fruzzetti of Rose Advisors says strong earnings growth, improving corporate guidance, and healthy financial conditions are continuing to support the market. He discusses the role of Mag 7 stocks like Microsoft (MSFT), potential risks from geopolitics and commodities, and why AI-driven innovation keeps him bullish on healthcare and pharmaceuticals.

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Last week's jobs print showing 23,000 in job losses is something Kevin Hincks doesn't see as a huge concern as investors gear up for another key week of economic data. It comes as signs the macro is "not working for the overall market." As for the U.S. and Iran, Kevin talks about how crude oil prices don't create many headaches despite disruption in the Strait of Hormuz. He then turns to equities by discussing Apple's (AAPL) downgrade from Jefferies and Intel's (INTC) $15 billion share sale.

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Ever since SpaceX (SPCX) hit public markets, Rocket Lab (RKLB) shares plunged as investors rethink how they view the evolving space trade. Rick Ducat examines the stark bearish action and recent rebound to show how the stock compares to peers like SpaceX and AST Spacemobile (ASTS) ahead of earnings. He then tuns to an example options trade for Rocket Lab.

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High-end consumers continue to drive the economy, even in companies like Walmart (WMT). That's according to Steve Hochman, who makes the case that "segmentation strategy" will always win when it comes to companies focusing on getting different income classes to spend. He talks about how Walmart is adjusting to the shift in consumer spending and explains how TJX Companies (TJX) is outperforming while other retailers like Home Depot (HD) lag.

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The Trade Desk (TTD) continues to make new 52-week lows after earnings and guidance failed to impress investors. Rachel Dashiell with Charles Schwab shows why bears continue to claw into shares by offering technical analysis of the chart. However, she sees better days ahead when looking at long-term price action.

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Sean Brennan has concerns that consumer spending will pull back as Americans feel more pressure to save for retirement. He points to healthcare savings as the biggest fulcrum point to keep in mind.

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Earnings continue to be the driver behind the stock market's growth despite lingering geopolitical risk, says Tom White, as all indices except the Nasdaq-100 (NDX) hover just off record highs. He explains how Alphabet (GOOGL), Amazon (AMZN), Microsoft (MSFT) and other Big Tech prints added much needed muscle to stocks. Tom then touches on Berkshire Hathaway (BRK/B) earnings and how the company added more to its portfolio. Also on his radar: Meta Platforms (META) releasing new AI models.

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Crude oil prices are up again but investors don't seem to care, argues Molly Pieroni, as tensions surrounding the Strait of Hormuz persist. She offers more insight into energy company earnings and how the U.S.-Iran war remains a sticking point for corporations. Molly also talks about her stock picks in Canadian Natural Resources (CNQ) and Diamondback Energy (FANG).

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Marley Kayden looks at the weak July jobs report, cooling wage growth and the declining odds of a September Fed rate hike, while also examining the widening divide between luxury and starter-home sales. Sam Vadas highlights a rally in First Solar (FSLR) following new U.S. trade protections and looks at China’s latest push to close the AI gap with U.S. companies. The pair also previews next week’s inflation data and a packed slate of tech earnings.