Schwab Network

State Street's Matt Bartolini discusses the new Trump account program and its potential impact on ETF adoption. He explains why the SPDR Portfolio S&P 500 ETF (SPYM) was selected as the default investment and how the program could help drive long-term growth across the ETF industry.

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David Doyle and Brian Jacobsen discuss the latest CPI report and what it means for the Fed. They break down the report's mixed signals and the uncertain path for interest rates. The two also examine slowing labor market trends, energy prices, rent stabilization, and how consumer inflation fatigue could influence the inflation outlook.

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Paul Meeks of Freedom Capital Markets says he has the lowest price target on the Street for Cerebras (CBRS) at $209, well below the stock's current price into Wednesday's earnings. He remains skeptical on the stock's growth story as he sees difficulty ahead to maintain profits.

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Ron Westfall of HyperFRAME Research discusses Cisco (CSCO) as a key beneficiary of AI infrastructure spending. He highlights growing demand for Cisco’s AI data centers from hyperscalers and enterprise customers. Westfall also explains how Cisco’s networking and security businesses, strengthened by its Splunk acquisition, could benefit from an AI-driven enterprise upgrade cycle.

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LikeFolio's Andy Swan analyzes Yeti Holdings (YETI) through the lens of consumer sentiment data, highlighting continued strong demand for the brand's products. He discusses how tariffs, rising competition and inflationary pressures could weigh on margins, while cautioning that the stock's recent rally may have already priced in much of the positive outlook.

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"It's an inflection quarter" for CoreWeave (CRWV), says Mark Gibbens, who highlights the neocloud company's revenue growth and backlog as bullish indicators. Mark adds that a partnership with Nvidia (NVDA) adds to future prospects. Todd Stankiewicz says the earnings show AI demand isn't going anywhere but CoreWeave faces a key challenge in delivering that demand through debt financing.

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TheoTrade's Don Kaufman remains bearish on Caterpillar (CAT) even after the stock slipped from its recent all-time highs, as well as Intel (INTC) as it experiences similar price action. However, he offers a bullish take on Starbucks (SBUX). Don offers example options trades for all of his picks while Rick Ducat offers technical analysis of the stock charts.

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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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National Vision Holdings (EYE) CEO, Alex Wilkes, discusses the company's strong second-quarter results, which topped revenue and earnings expectations and prompted the company to raise its full-year guidance. He highlights exceptional profitability growth despite near-term pressure from an e-commerce transformation and explains why smart eyewear could become a meaningful growth driver for the business in the years ahead.

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Eddie Ghabour is surprised the 10-year yield has not moved much and believes the Fed still has a long road ahead even though CPI shows inflation moving in the right direction. He expects Fed Chair Kevin Warsh to signal tightening at Jackson Hole at the end of August. In equities, Eddie points to a steady rise in the S&P 500 Equal Weight as a clear sign the market environment remains healthy. His stock picks include Eli Lilly (LLY) and Unity Software (U).

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CAVA (CAVA) shares rallied over 10% Wednesday morning after posting an earnings beat that wowed Wall Street. Investopedia's Caleb Silver explains why the report is so significant and the trends it suggests are ahead for the restaurant industry. He turns to what he calls a much different story for Brinker (EAT) even though its Chili's restaurant chain continues to outperform. Tom White offers an example options trade for Brinker.

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