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Tricia Tolivar, CFO of Cava (CAVA), reviews their latest quarter. She argues Cava has an “incredible value proposition” for consumers, as its price increases have stayed below inflation for the last few years. She also says customer service and the fresh ingredients themselves contribute to CAVA’s success. She talks about Cava’s expansion plans, from new locations to “reinventing” their dining rooms to buffing up delivery options. On tariffs, she says much of their supply chain is domestic, but the company is still assessing mitigation strategies.

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University of Michigan's Joanne Hsu joins The Watch List panel to discuss the latest consumer sentiment data. Joanne says tariff uncertainty continued to dominate consumer's economic outlook. Meanwhile, John Lonski does point out that a majority of the survey was conducted prior to the China-U.S. tariff pause headline as well as Donald Trump's Middle East trip. John adds concern about the spending power of the typical U.S. consumer, saying we're not "out of the woods yet."

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Thomas Raymond maps out reasons behind his bullish stance on the U.S. market, despite recent volatility. He cites the "American ethos" and competitive spirit driving innovation, pointing to Amazon (AMZN) as a prime example with its entry into the low-orbit satellite space. With $500B in A.I. investments and tax incentives on the horizon, Thomas sees fundamental growth drivers that could propel the market higher.

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Jeff Pierce joins Next Gen Investing to highlight Supermicro (SMCI) as shares pop higher on news of its $20B partnership with Saudi Arabia's Datavolt. Shares of SMCI have fallen nearly 50% from year-ago levels, but this week have turned positive year-to-date in 2025. Jeff explains the uncertainty surrounding the company's audit & accounting practices, but also points to potential tailwinds with the current tech sector surge.

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JD Durkin and Adam Lynch get into this week's top crypto headlines. First, Adam looks at technical patterns taking shape in Bitcoin (/BTC) and Ethereum (/ETH). Then, the duo dive into "the good, the bad, and the ugly" with Coinbase (COIN). The crypto exchange rallied early this week on news of its inclusion into the S&P 500 (SPX), but later faced headline pressure with news of a cyberattack and SEC investigation into its userbase. Lastly, JD and Adam check in on New Hampshire, as it prepares to become the first state to adopt a crypto reserve.

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Likefolio’s Megan Brantley breaks down their data for Dick’s Sporting Goods (DKS), which announced the acquisition of Foot Locker (FL) yesterday. She notes a double-digit dip in year-over-year visits, vs Foot Locker beginning to outperform. “I’m not certain there’s a ton of overlap” in DKS and FL customers, she argues, so the deal is expanding their total client pool.

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Kevin Hincks looks at two tech stock movers from this week: Palantir (PLTR) and Nvidia (NVDA). For PLTR, with shares hitting all-time highs, Kevin demonstrates an example put calendar trade strategy. Then, Kevin illustrates a bullish example trade in NVDA using a call diagonal.

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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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While Nvidia (NVDA) earnings are due later this month, next week still has plenty of key reports. Larry Tentarelli looks at cybersecurity name Palo Alto Networks (PANW) as one to watch. Eric Clark says "this is the meat of our earnings season." He believes this batch of earnings will help provide a better picture of where & how consumers are spending.

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Scott Russell, CEO of Nice (NICE), says AI is driving his business right now. However, he emphasizes that a human touch is still needed, especially in customer service. “We deliver to the biggest and most important companies” – including CVS, DIS and more. Helping them automate business and retain customers is Nice’s bailiwick. 85% of their market is in the U.S. “We want to be able to do more in self-service,” he adds, and discusses why agentic AI is “critical” to their future strategy.

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Joe Tigay includes 2 members of the Mag 7 in today's Big 3: Alphabet (GOOGL) and Nvidia (NVDA). But, his first pick is an overlooked aviation play in Archer Aviation (ACHR). Joe discusses the reasons why he's watching this group of stocks. Rick Ducat provides the chart analysis of each company's stock performance over the last year.

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