Eddie Yoon sees a “light at the end of the tunnel” for consumer sentiment. He argues that B2B investment, which has largely been in AI rather than traditional jobs and wages, will begin to pay off in 2026 and result in higher wages and more entrepreneurship. He believes AI is a rising tide that will lift all boats and completely transform the workplace, with returns coming quickly.

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Likefolio’s Megan Brantley covers Carnival (CCL), which has outperformed year to date. She notes a slip in sentiment, which she considers a long-term indicator of a decline in the experience. Web visits, a gauge of future demand, show that Norwegian (NCLH) and Royal Caribbean (RCL) are experiencing much higher momentum. With the “premium experience still winning” in travel, she considers this more indicative of broader company issues than trading down.

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Jan Rogers Kniffen and David Bellinger break down Costco (COST) earnings. Jan believes that Costco is the second-best retailer, with Walmart (WMT) taking the crown. “They’re so solid…that you never see them make a mistake.” David has a few nitpicks in the report, including membership rates falling and the “mini-investment cycle” the company is going through. While it’s “operating very well,” he thinks its valuation means Costco needs to show more buzz.

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Bruno Sousa from Hashdex spotlights crypto ETFs, particularly NCIQ, which tracks the Hashdex Nasdaq Crypto Index. He calls it “basically the Nasdaq-100 of crypto.” With recent regulatory changes, he discusses how they’ve been able to add more types of crypto and how it navigates a volatile and quick-moving market. “You’re going to see a number of new crypto ETFs coming to market” from here, he adds.

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StocksToTrade's Tim Bohen highlights re-emerging American giants in today's Big 3. He notes why he sees bullish potential in Warner Bros. Discovery (WDB), Intel (INTC), and Boeing (BA) while discussing ways to trade each stock. Rick Ducat gives his technical take by showing key levels to watch on the charts.

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Jed Ellerbroek covers the role of AI in the markets, which he expects to be a “huge factor” in the upcoming earnings season. He looks at Nvidia’s (NVDA) stream of investments into AI companies, including its recent $100 billion partnership with OpenAI. “I think they’ve made some wonderful investments,” Jed says, including CoreWeave (CRWV). He also likes ServiceNow (NOW), arguing AI can “make their products better.” Other picks include Blackstone (BX), Amazon (AMZN), and more.

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Ben Emons breaks down the August PCE report and analyzes the Fed’s rate cut path from here. Ben explains how financial markets add to PCE and why he expects two cuts. He thinks that markets could continue to make new highs but points to froth that is disrupting clarity. Right now, he’s watching regional banks.

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Paul Meeks isn't surprised to see a pullback in Oracle (ORCL), noting the stock's meteoric rise since its previous earnings. He explains his caution for investors, from the company's cash burn to question marks around its involvement in the TikTok deal. Alex Coffey takes investors to the options front through an example trade.

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It's no secret that Dan Ives has been a table pounder when it comes to Tesla (TSLA). He made that even clearer on Friday after he upped his price target on the Mag 7 stock to $600 from $500. Marley Kayden explains how the new target relies a lot on Tesla's future in A.I. and robotics. Dan Deming offers an example options trade for the stock.

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An in-line PCE print is good for the big picture of markets, says Charles Schwab's Collin Martin. However, he says the "engine" of the economy still needs more juice before he raises a green flag for growth.

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