Vance Howard calls new highs in the market “the most productive, stable thing you can see as an investor.” He thinks the S&P 500 could “double in the next 4-6 years.” He expects a tremendous amount of growth ahead, especially in AI across multiple industries. He likes Nvidia (NVDA), AMD (AMD), Salesforce (CRM) and Southwest Airlines (LUV).
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It's the biggest earnings week of the quarter when it comes to market cap. The reports will be lead by four Mag 7 companies. Jenny Horne talks about the headlines surrounding Apple (AAPL), Amazon (AMZN), and Microsoft (MSFT) heading into earnings. Rick Ducat analyzes the key levels investors should watch for this week's reports.
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"This bull market has a lot of legs," says Eddie Ghabour. He points to many retail and institutional investors sitting on the sidelines waiting to deploy cash — which will ramp markets higher once they do. Eddie says that could happen in fourth quarter into 2026. As for his top picks, Eddie sees promise in small caps through the iShares Russell 2000 ETF (IWM), the SPDR S&P Homebuilders ETF (XHB), and Amazon (AMZN).
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Scott Welch is concerned about the “ongoing attack” on Fed Chair Powell by President Trump, along with trade uncertainty. He names what factors he’s watching in earnings season. Scott doesn’t expect the Fed to cut rates this month, citing inflation and a “resilient” labor market, but anticipates a cut in September. “The public markets are shrinking” in favor of private markets, he notes, and discusses investments there. He also sees “a ton of opportunity” in infrastructure.
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Marvell (MRVL) may not get the headlines of other names in the semiconductor sector, but it has a unique role in the tech space due to its ability to provide comprehensive, custom semiconductor solutions tailored to specific customer needs. George Tsilis examines the company's financial performance, why is has lagged the broader market, and possible catalysts for the stock.
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Stocks gained on the week as bullish optimism withstood blips of volatility. Alphabet (GOOGL) muscled the first earnings win for the Mag 7, showing notable growth in cloud and ad revenue. Tesla (TSLA) posted the first earnings loss for the Mag 7, selling off after Elon Musk warned of a rough road ahead. American (AAL) and Southwest Airlines (LUV) didn't help, with both stocks showing weakness in their reports. Marley Kayden takes investors through the earnings-heavy week on Wall Street.
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Matt Maley believes we’re in a bubble and thinks people should be taking precautions. “If this thing turns lower, it’s going to happen quickly,” he says, and names actions investors can take to protect themselves. He sees potential upside in gold, into the 4,000s. Matt also gives his preview of some of the Mag 7 earnings next week.
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Until this year, Verisign's (VRSN) previous all-time high was from 2000. Now, the legacy tech company recently broke that metric and climbed higher off the back of its latest earnings. George Tsilis explains what's drawing rampant investor interest for Verisign once again.
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@CharlesSchwab's Joe Mazzola says markets are breaking through the "cloud of uncertainty" around tariffs, noting solid earnings and guidance clearing for many companies. However, next week's mega cap earnings will need to continue that momentum. Cooper Howard talks about how fixed income has moved with equities and how it can offer more insight into the Fed's rate cutting cycle.
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Phil Streible thinks the next week is “paramount” between earnings, tariff news, and ultimately Fed comments. He looks at commodities markets, including gold and silver, noting strong flows into their corresponding ETFs. However, there was pressure to get silver into the U.S. before tariffs hit and now prices have to “reset” with trade deals made. He explains recent moves in Bitcoin futures by noting the July contract is about to expire, which influences trading. “I believe the dip buyers are here in all these cryptocurrencies.” On crude, he highlights President Trump’s demand for lower prices.
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Boeing (BA) reported earnings on Tuesday, just before a slew of Big Tech earnings capture investor focus. Rick Ducat turns to the technical trends he sees in the chart ahead of the anticipated report. He weighs if the stock can overcome bearish signals as its sky-high rally continues.
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For Lip-Bu Tan's first full quarter as Intel (INTC) CEO, Olivier Blanchard says he didn't do a bad job. He says investors should show patience as Tan works on the turnaround plan for Intel. He talks about where the company stands in the greater A.I. race, particularly in the CPU and GPU space.
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Scott Ladner thinks the market is back to caring about the fundamentals and earnings rather than tariff threats. He’s also looking forward to the jobs report next week and the Fed decision Wednesday, particularly Powell’s comments afterward. He expects the market to keep making new highs after the recent string of records. Scott likes an “equal weight” technology play and infrastructure, as well as international equities.
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Tech mega bull, Dan Ives, returns to the Watch List and breaks down the latest developments on all things Big Tech. Ives calls his $600 price target on Microsoft (MSFT) "conservative," believing the company is just entering a "golden era" as A.I. evolves. He expects Tesla (TSLA) to rebound and hit $500 within the next year, even after CEO Elon Musk warned of a rough few quarters ahead for the company. Turning to next week's earnings, he'll be focused on Meta Platforms' (META) advertising and A.I. growth, as well as Amazon's (AMZN) AWS cloud profitability.
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Cory Johnson and Nick Raich offer a wide perspective on next week's big tech earnings. Cory Johnson says there's more to watch beyond Amazon's (AMZN) AWS growth, urging investors to pay attention to the company's big basket of businesses. He notes Meta Platforms (META) as a shining example to how the U.S. is shifting focus on data centers. Nick Raich remains cautious on Apple (AAPL) as it finds its footing in A.I., noting Microsoft (MSFT) as a more favorable play.
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There’s a lot of “amazing things” happening with tariffs but expect pain ahead, says Patrick Mueller. “At some point, there’s going to be a pullback. However, he’s bullish on the next few years, and says it will be “hard to keep up with” AI’s trajectory. He notes that credit card debt is at all time highs and people are “financing their fast food” in multiple payments. “People really have to start paying attention to this bubble.”
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“Estimates are for tariff impacts to be between 15%-20%” as deals start to come through, up from around 1%-3%, explains Brian Krawez. This puts the Fed in a difficult decision because it’s uncertain how that will ripple through the economy. He thinks the U.S. dollar is “telling a story” right now and discusses “problematic” international economic changes. Brian is looking for quality value companies, including Hershey (HSY), and companies with pricing power like McKesson (MCK).
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Everything comes down to the Fed’s decision, says David Stryzewski, and warns of potential stagflation. He discusses his metal holdings and the crypto industry in the wake of the GENIUS act. “I think people will be holding onto those gold-back stablecoins as an alternative to physical currency.” He thinks Bitcoin will lose dominance in favor of alternates like Solana.
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Nicolas Owens covers airline earnings and is watching ticket prices and demand into the back half of the year. Airlines avoided the crisis the market was worried about in April and generally did fine this quarter. He likes the changes Southwest Airlines (LUV) are making to their baggage and boarding policies, saying they were “leaving money on the table.” He thinks Delta (DAL) and United (UAL) “absorb most of the profit” of the sector overall.
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Starbucks (SBUX) is facing "death by a thousand cuts," according to Likefolio's Andy Swan. His firm's data shows Dutch Bros (BROS) swiftly gaining web traction while Starbucks shows lagging interest. Andy talks about how growing competition against Starbucks has created a domino effect in sentiment against the company.
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