Patrick Kellenberger discusses the evolving U.S. labor market, where hiring has slowed even as job openings remain elevated and layoffs stay contained. He explains how AI is reshaping entry-level roles and why workers must embrace upskilling and AI adoption to stay competitive.

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Sam Vadas cites Palantir (PLTR) CEO Alex Karp's enthusiasm and earnings beat as two primary drivers behind today's surge in share prices. The AI software company notched beats in its U.S. commercial revenue segment and sent the stock to levels not seen since early 2026. Sam shares the Street and analyst takeaways on PLTR, saying there's almost an "August reset" on the overall software trade.

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LikeFolio's Andy Swan makes the long-term case for SpaceX (SPCX), highlighting rapid Starlink subscriber growth and major partnerships with Anthropic and Google. While he expects volatility following the company's public debut, Swan argues SpaceX's dominance in space infrastructure and ambitious vision position it for significant future growth.

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Morningstar's Matt Dolgin says Spotify's (SPOT) long-term thesis "is completely intact" and any weakness after earnings "should be bought." CFRA's Ken Leon has the opposite outlook saying his firm downgraded Spotify to a hold rating. Ken posits the thought that Spotify could eventually be a takeover target in an ever-consolidating media landscape. Both discuss subscriber outlook and AI features being unveiled across the audio-streaming space.

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Ethos CEO Peter Colis discusses the company's strong quarterly results, including triple-digit revenue growth and a surge in new life insurance policies. He explains how Ethos uses data and technology to simplify the insurance buying process and outlines the company's plans to capitalize on the large, untapped U.S. market, including expansion into annuities.

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Charles Moon maps out the fundamental case for a trio of names on his radar: Meta Platforms (META), Okta Inc. (OKTA) and the GLD ETF. As markets reach new all-time highs, he explains why he's looking at 3 very different investing opportunities while Rick Ducat dives deep into the technical chart formations to monitor.

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Anthony Saccaro, President of Providence Financial and Insurance Services, discusses the market's record highs, the impact of energy prices on inflation, and whether slowing GDP growth raises stagflation concerns. He highlights midstream energy stocks as a tactical opportunity and explains why AI infrastructure-related industrials remain attractive despite worries about an AI bubble.

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Caterpillar (CAT) beat expectations and raised its sales outlook. Marley Kayden examines the company's record equipment backlog and strong order rates as Caterpillar's momentum builds across its core construction, power and energy, and resource industries segments. She notes Caterpillar's growing role in the artificial intelligence (A.I.) infrastructure build-out, particularly in providing power generation equipment for data centers. Later, Tim Biggam offers an example trade, illustrating a bullish put vertical for Caterpillar.

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Ed Butowsky breaks down why McDonald's (MCD) earnings sparked a rally across fast-food stocks despite weaker traffic trends, highlighting opportunities in Yum! Brands (YUM) and Shake Shack (SHAK) while outlining a more cautious view on McDonald's. Tom White adds an example options trade as the pair discuss record-high stocks, falling oil prices, and improving market sentiment.

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"Market breadth could be telling us that this correction phase could be completely completed," says Rachel Dashiell. She joins Sam Vadas to discuss current conditions leading to new record highs for the S&P 500 (SPX) and Dow Jones ($DJI). Rachel uses several technical indicators to provide her analysis of the markets, including a chart of the NYSE New Yearly Lows fading. For the Mag 7 group, she points to Microsoft's (MSFT) bounce as a big reason behind multiple indexes getting a lift.

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