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“As the United States sneezes, the rest of the world gets a cold” – because of our consumer, argues Phil Blancato. He thinks “the idea of a profound recession” is overblown and took advantage of the market sell-off because of this bullish thesis. Some of his current picks include Costco (COST), Mondelez (MDLZ), Rolls Royce (RYCEF), and Spotify (SPOT). He also sees opportunities in small caps and lays out his economic case for the rest of the year.

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Beth Kindig says there's no evidence of Google search slowing today, though its outlook faces certain headwinds. Alphabet (GOOGL) saw notable year-over-year search revenue growth, but Beth admits A.I. platforms like ChatGPT and Anthropic will eat into Alphabet's market share. John Belton says we're entering the "end of Google search dominance," pointing to Microsoft (MSFT) as a potential winner with its partnership in ChatGPT's parent company, OpenAI.

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Ed Butowsky expects the market to go higher from here and anticipates the Fed cutting rates soon – 4 times before the end of the year. On Trump’s executive order to lower drug prices, he notes that it only covers drugs administered at the doctor’s office. He says middlemen in the healthcare industry and Medicare reimbursements will get hit by the news. “Every pharma stock is like a hornet’s nest,” he adds. He’s also staying out of the Mag 7 except for Meta Platforms (META). He also “loves” GigaCloud (GCT).

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Kevin Hincks looks one of the Mag 7 stocks as equities rally on positive developments in the U.S.-China trade talks. Nvidia (NVDA) is rallying as investors look ahead to its May 28th report. Kevin Hincks demonstrates an example options trade using a call diagonal strategy.

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Landon Swan with LikeFolio remains bullish heading into On Holding's (ONON) earnings on Tuesday. He notes the company has a seventeenth of Nike's (NKE) market share but has dominant growth potential. Landon notes On Holding's "very strong" guidance and Likefolio's metrics supporting his bullish thesis.

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Archer Aviation (ACHR) reports earnings after the bell, which John Jannarone expects to be "speculative" due to its long path to profitability. The biggest concern on John's radar is FAA certification that keeps getting "kicked further and further out." Michael Boyd notes Archer's "exciting concept" but worries about the company's outlook. As Michael says, "no one's asking the hard questions" about aircraft demand.

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Ben Emons examines the semiconductor sector as the market reacts to U.S./China tariff de-escalation. He says semiconductor issues are what the market reacted to the most around tariffs, and discusses Bessent’s comments around “strategic decoupling” for those supply chains. Despite the market rally, he says there could still be catalysts that “derail” the enthusiasm. On the other hand, he thinks that U.S. equities could catch up with the rest of the world.

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Prosper Trading Academy's Mike Shorr says the U.S. and China tariff pause was "too easy." He's watching for a potential stock pullback on any negative headlines following the announcement. For today's Big 3, Mike explains why investors should keep an eye on Qualcomm (QCOM), Cognizant Technology (CTSH), and Flex Ltd. (FLEX) on evolving tariff headlines. Rick Ducat supports Mike's analysis by diving into the chart technicals.

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Bill Fitzpatrick says there’s an optimism around tariffs that “isn’t fair” yet. Companies passing on costs to consumers is a “weight on the global economy” that investors must prepare for, he argues. He doesn’t expect the U.S. economy to be able to grow above 2%, which he says is an issue. He also thinks the Fed doesn’t have much room to help, weighing on companies. He’s looking for quality in tech and infrastructure amid this backdrop.

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The 90-day tariff pause between the U.S. and China gave stocks momentum to rally across the global. That includes Chinese e-commerce giants Alibaba (BABA) and JD.com (JD), the latter of which reports earnings tomorrow morning. Caroline Woods discusses what it means for both companies' global outlook, along with other stocks closely tied to China like Nike (NKE) and Lululemon (LULU).

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