Likefolio's Megan Brantley examines Apple (AAPL) before the iPhone maker's next earnings report. She says investor sentiment is gloomy, with brand weakness starting to seep in due to lackluster hardware sales. Megan says consumers are "begging" for something new, with new iPhone searches up significantly over the past year. She says investor interest can possibly be reignited by a new "iPhone moment" showcasing innovation and A.I. technology to improve its products.

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Even as Microsoft (MSFT) hits new all-time highs, Ken Mahoney says there is "still a lot of excitement here." Ken adds that MSFT and Nvidia (NVDA) benefit from the law of big numbers, calling them the "Park Place and Boardwalk" in terms of positioning in the A.I. trade. Joseph Shaposhnik concurs and points to the company's "outstanding" quarter in its latest earnings report.

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American Superconductor (AMSC) just reported a record-breaking quarter, with EPS and revenue surging past expectations. CEO Daniel McGahn joins us to discuss the drivers behind this success, including the growing demand for power in A.I., semiconductors, and data centers. McGahn also addresses concerns around tariff risk and provides an update on the company's growth pipeline in traditional energy and materials.

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Jason Brown joins Diane King Hall at the NYSE to discuss 3 stocks connected to the A.I. trade. First, he targets the biggest name around with Nvidia (NVDA) and its role in driving artificial intelligence growth. Next, Jason looks at Broadcom (AVGO) which he says isn't "just another chipmaker." Lastly, he looks at TSMC (TSM) and the significance of being a go-to foundry for semiconductors. Jason walks through example trades in each stock while Ben Watson identifies technical patterns developing for each chart.

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George Noble shares his take on the market's performance in July, citing the outperformance of scalable businesses like Meta (META) and Microsoft (MSFT). He highlights potential risks to the economy, including the impact of tariffs, surging electricity prices, and increasing healthcare and housing costs. Noble also discusses top sector and stock ideas from his recent investment conference, including longs on Signet Jewelers (SIG), Harbor Energy, and International Seaways (INSW), and shorts on Freshpet (FRPT), DoorDash (DASH), and Sunrun (RUN).

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Jeff McClean looks at the current state of market sentiment among retail investors and company CEOs. He says since April's lows, a significant shift to a bullish momentum has taken control helped by the Mag 7 tech giants like Microsoft (MSFT) and Meta (META). Jeff also sees value opportunities within the Mag 7 group with Apple (AAPL) and Alphabet (GOOGL) offering potential upside after recent pullbacks. For the 2nd half of the year, he says U.S. and China trade relations will dictate market action until a clear deal framework is established.

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Marley Kayden previews Amazon (AMZN) earnings as the company is set to report after the close. She points to the company's cloud business and how significant AWS is for overall revenue generation. Marley adds insights on capex spending as current estimates have Amazon surpassing more than $100B in the fiscal year. Joe Tigay joins the conversation to discuss AMZN and the overall strength in markets as big tech earnings drive equities to all-time highs.

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Comcast (CMCSA) expectations "were low," admits Naveen Sarma. He joins Nicole Petallides at the NYSE to discuss the cable and media giant's latest earnings report. He points to positive developments in the company's theme park and movie businesses. However, Naveen highlights expansion efforts in mobile offerings as it works with T-Mobile (TMUS). On the streaming front, he thinks the jury is still out on Peacock and believes Netflix (NFLX), Amazon (AMZN) and Walt Disney (DIS) remain winners in the space. Later, Tom White demonstrates options trading examples in CMCSA and NFLX.

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Mastercard (MA) earnings top estimates and Sam Vadas says it reveals a "stronger consumer." She adds that the credit card company's raised guidance could also signal Visa (V) guidance coming in "more conservative." Then, Sam switches gears and examines the leap higher for Carvana (CVNA) as shares jumped more than 20% at the open. Also on the move: EBAY. The e-commerce name leads the S&P 500 (SPX) in early action following a beat on earnings and guidance. Among laggards, Sam looks at Qualcomm (QCOM) as investors are more cautious on the chipmaker's report.

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Alex Coffey says the start of Thursday's trading is an "interesting start" as both the S&P 500 (SPX) and Nasdaq-100 (NDX) reach new all-time highs. He expands on his initial thought saying strength in Microsoft (MSFT) and Meta (META) are lifting the indices based off of market cap size. He says they "flipped the script" on earnings season comparing the responses of Alphabet (GOOGL) and Netflix (NFLX).

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