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LikeFolio's Landon Swan previews Casey’s General Stores (CASY) earnings, noting strong underlying demand despite headwinds from rising gas prices and electric vehicle adoption that could weigh on store traffic. He also flags margin pressure from higher labor and unit-level costs. While bullish on the results, Swan cautions the stock’s reaction could mirror Dollar General’s (DG) post-earnings pullback.

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Katherine Black and Jamie Katz say the consumer is holding up but turning more price-sensitive, with a clear split between resilient luxury demand and pressured lower-income spending. They question whether RH’s (RH) experiential retail push is enhancing the brand or distracting from its core furniture business. The path to 2027 targets depends on flawless execution and continued strength from affluent consumers spending on goods.

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Sal Mercogliano talks about the global supply chain and how the U.S.-Iran War is impacting the global economy. He says even though we're seeing crude oil still making its way to the market, the problem is justifying the costs to cover travel. Sal covers what shipping trends to monitor and says he is not expecting volatility to cool even if "peace in the Middle East" happens tomorrow.

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Jessica Inskip walks us through today's Big 3 all focused on Big Tech. She turns to Apple (AAPL) with a bullish thesis, highlighting the company use of data and AI as a key growth driver. Jessica points to Oracle (ORCL) for its high implied volatility and earnings Wednesday as a trading opportunity, while noting Nvidia's (NVDA) expanding AI ecosystem as a sign the tech trade is not slowing down. Rick Ducat walks us through the key technicals in 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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Kieran Osborne, CIO at Mission Wealth, breaks down a volatile market backdrop, pointing to resilient U.S. labor and consumer trends alongside persistent inflation risks. He says the Fed is likely on hold despite rate hike expectations, while noting healthier market breadth as valuations compress beyond mega-cap tech. Osborne also highlights private equity and alternative assets as potential return drivers over public equities’ projected single-digit growth.

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Karl Brauer takes the wheel of conversations in the automotive space, talking about what drew investors to Ford (F) as the stock hits the brakes following a stellar rally in recent weeks. He then calls Telsa (TSLA) a "car company in transition" as CEO Elon Musk shifts focus toward AI and robotics. Tom White turns to an example options trade for Tesla.

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Marley Kayden breaks down the fallout from Apple's (AAPL) WWDC 2026 Keynote announcements. She says the slate of new software are going to be implemented in the fall and will work alongside Alphabet's (GOOGL) Google Gemini. Tim Biggam walks us through an example options trade.

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Charles Schwab's Kevin Gordon talks about the latest imports and exports data and what it means for consumer spending and GDP. He points out that real wage growth dipped into negative territory, a yellow flag for consumer health. On the jobs front, Kevin doesn't see a "full-fledged hiring boom" taking shape but doesn't see it as a bad thing for job seekers. He then turns to the small cap outperformance and what it means for the stock market.

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Shelly Antoniewicz of the Investment Company Institute points to a resilient U.S. economy, highlighting strength in the labor market, consumer spending, and business investment. She also underscores strong ETF adoption while noting inflation pressures and expectations for tighter Fed policy.

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Patrick Kennedy of All Source Investment Management says the reopening of the IPO window boosts the case for private equity, with Reddit (RDDT) highlighting retail demand. He warns of post-lockup pressure like Uber Technologies (UBER) and sees AI-driven dispersion creating long/short opportunities across Alphabet (GOOGL), Amazon (AMZN), and smaller disruptors.

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