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Scott Bauer covers the commodities market. “You have to buy gold on any dip,” he says, “buyers are relentless.” Silver, he notes, has a lot of catch up to do. Moving to crude oil, he calls its gains today “surprising” but says it might’ve already been priced in. He also points to Canadian wildfires hurting producer capacity there as well. Regardless, “it is a sell the rip.” He still believes Bitcoin can “run back to the all-time highs,” but doesn’t say whether they can make fresh ones.

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“Overall, things are getting better than they were,” argues Ben Harburg on tariffs and trade. He thinks Treasury Secretary Scott Bessent will be the one leading negotiations and that the U.S. will be a little cautious because of China’s outsized position in U.S. Treasuries. He looks at opportunities in Chinese stocks, from retail to food & beverage to consumer electronics.

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Cinthia Murphy names ETFs for traders and investors to watch. Equity demand has “really slowed down” from the start of the year as uncertainty sticks around, she notes. Instead, market participants are looking for diversification and safety, including in international equities. VXUS, SPIY and other funds are on her mind now. Looking at the bond market, she compares the short and long-term areas of the curve and the demand within them.

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Kristin Bentz and John Buckingham preview Dollar General (DG) earnings. Kristin calls it a “great defensive play for the consumer,” and likes “what they’re doing with SNAP and Instacart.” She also says it will do well within any economic downturn. John, on the other hand, sees a problem with valuation: it’s “expensive” considering its recent performance. “I’m just not convinced Dollar General is going to be able to maintain margins” because of tariffs, he adds. They also comment on the upcoming earnings for Dollar Tree (DLTR) and Five Below (FIVE).

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Today's options corner turns to tech and banking when it comes to unusual trades. Rick Ducat turns to a Nvidia (NVDA) where he says "bullish" is an understatement. He also looks at a strangle options trade in Bank of American (BAC), and a bearish play on Zebra Technologies (ZRBA).

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Jerry Sneed talks about the worries investors had when the SPX dropped to 4,800 in April and why he sees the index climbing to 6,500 by year's end. While tariffs remain an overhang, Jerry sees a clearer runway to trade deals helping the market's outlook. On crypto, he sees Bitcoin's price action as a signal of growing investor reliance. Jerry also talks about why he likes Crowdstrike (CRWD) "quite a lot" into earnings.

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"New all-time highs for tech are on the horizon," says Wedbush's Dan Ives. He believes the next leg of A.I. is coming as it transitions from hardware to software. Autonomous driving is another industry Dan expects to boom with Tesla (TSLA) in the driver's seat. He sees the Big Tech giant reaching a $2 trillion market cap with its robotaxi and robotics divisions driving growth. Dan adds that Nvidia (NVDA) can become a $250 stock in the next couple years after the Trump administration "took steps back from the cliff" of tariffs.

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Scott Mushkin highlights trends in discount retailers. He thinks the Dollar General (DG) earnings report tomorrow will be “fine,” but he is concerned about its outlook. He cites everything from competitors like Walmart (WMT) and Amazon (AMZN) to RFK Jr.’s MAHA push as worries into 2026. On the other hand, he is “intrigued” by Dollar Tree (DLTR), although it sells a lot of merchandise from China. Scott is also more on the concerned side for Five Below (FIVE), citing their mix of merchandise and the “shrinking demographic” of their customers.

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Dollar General (DG), Dollar Tree (DLTR), and Five Below (FIVE) all report earnings this week. LikeFolio's Landon Swan shows his company's data highlighting the winners and losers in the discount store space. However, as Landon explains, the "trade down" mentality for American shoppers isn't going away anytime soon. He also turns to Walmart (WMT) and offers his long-term bull case for the big box retailer.

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Mark Vitner and Susan Spence discuss May ISM Manufacturing PMI missing expectations. “It’s the lowest level we’ve seen since the financial crisis,” says Mark, but sees some resilience in manufacturing. “The uncertainty around the tariff whiplash is not good for business,” emphasizes Susan, and it would take months to turn around even if trade issues were resolved tomorrow. “The inventories for customers…is low,” she adds.

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