Tony Blagrove thinks a lot of things are aligned to help stimulate U.S. GDP growth. “I really don’t know if rates are going down” this year, though, between a hawkish Fed Chair nominee and the economy heating up. He discusses how he helps clients manage risk and has “mostly” been trimming U.S. large cap positions in favor of bonds and international equities. Tony sees volatility ahead, but decent returns.

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Laks Ganapathi of Unicus Research discusses why her firm is taking short positions in auto companies, including CarMax (KMX) and Stellantis (STLA). She cites consumer difficulties, noting that CarMax is cutting prices and Stellantis said on its earnings call that it was losing customers. On the other hand, Carvana (CVNA) is taking market share. Laks also highlights the fact that pre-COVID cars were much better made, and says quality has notably deteriorated across brands.

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Austin Lyons takes investors through the first half of Mag 7 earnings. In his assessment of Microsoft (MSFT), he still sees tech strength and value in its enterprise powerhouse, though he believes Meta Platforms (META) has more room to run with AI integration. As for Apple (AAPL), Austin says the big question ahead will be how the company uses AI. Tesla (TSLA) is another firm expected to undergo big changes, though Austin remains concerned as to when robotaxi and Optimus will impact top line growth.

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Apple (AAPL) shares were mixed for a good part of Friday's session. Dion Hinchcliffe believes investors want to see more for Apple Intelligence after the company announced its partnership with Alphabet's (GOOGL) Google Gemini. He sees China sales as a growing stronghold, so long as geopolitical concerns don't ignite. Jed Ellerbroek adds that Apple's "legendarily awesome" supply chain will give the Mag 7 giant pricing power. That said, services remains a sticky point after its in-line number.

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Tim Bohen turns to three stocks that experienced tremendous upside in recent months that he expects to continue bullish momentum. He likes SanDisk's (SNDK) potential as memory supply remain limited, Alphabet's (GOOGL) strength through tech diversification, and USA Rare Earth's (USAR) recent pullback backed by a volatile silver and gold trade. Kevin Green offers his technical analysis on all three stocks.

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After Microsoft (MSFT), Meta Platforms (META), Tesla (TSLA), and Apple (AAPL) all reported earnings this week, Ali Mogharabi takes investors through the gauntlet of reports and weighs the outlook in the Mag 7. He believes Microsoft demonstrated risks when it comes to the software space while Meta Platforms bolstered its internal AI through advertising. However, he worries Meta's ecosystem isn't diversified enough.

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“Things look pretty good” for 2026, says Andrew Arons, anticipating falling rates and continued strength in earnings. He sees “extreme growth” down the road but says we’re “stuck in the second or third inning” right now. He thinks quantum and AI can do well; he likes IBM (IBM) and Meta Platforms (META) in particular. Andrew also likes Boeing (BA), citing “great” earnings and strong growth potential.

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SanDisk (SNDK) smashed expectations in earnings after EPS nearly doubled previous quarter expectations. Guidance for the current quarter more than tripled Wall Street estimates. Marley Kayden runs through the gauntlet of analyst upgrades and price target hikes after a report one analyst called "shocking." Dan Deming believes the report signals a "blow off top" in SanDisk shares and offers an example options trade for the stock.

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Charles Schwab's Kathy Jones calls President Trump's nomination of Kevin Warsh "puzzling." The Fed governor has a history of being a hawk during the financial crisis, something the president was seemingly avoiding. Kathy weighs how Warsh can exhibit those hawkish tendencies as Fed Chair while balancing Trump's dovish hopes. She later explains why it "doesn't make sense to me" why markets are pricing in rate cuts for 2026.

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Markets ticked lower on headlines that Kevin Warsh has President Trump's eye for Fed Chair. Kevin Green explains what the nomination means for the FOMC's outlook as PPI comes in hotter-than-expected. After markets digested the first four of Mag 7 earnings, KG points out OpenAI is now taking up headlines as Amazon (AMZN) is in talks to become a major investor. He later turns to silver and gold's stunning sell-off after massive runs higher.

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