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Christopher Hodge is not confident the Supreme Court will rule for President Trump's tariffs in the way he implemented them. That said, there's other ways the president can use tariffs through a more lengthy legal process. Christopher discusses the routes Trump can take. Additionally, he talks about tariff impact on consumers, treasuries, and budgets.

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Kristy Akullian of Blackrock is still relatively risk-on, but warns the environment is “more prone to volatility.” She offers examples of ETFs Blackrock offers that can help investors “stay nimble” in the coming months. “We like leaning into the larger cap, we prefer growth over value,” following earnings strength within the market. She likes international equities and crypto as diversifiers for U.S. equities, rather than dipping into small caps.

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Thomas Martin’s big picture is “sanguine.” The market is “chugging right along,” but there are a “lot of crosscurrents,” which means investors should be conservative, he argues. To find opportunities in this environment, he looks to tech, and his stock picks right now include Live Nation (LYV) and Samsara (IOT).

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Jay Chandan, CEO of Gorilla Technology (GRRR), returns to the Watch List to talk about his company's recent success in securing a "multi-million" dollar contract. Gorilla will work to reinforce an Asia-Pacific country's government cybersecurity. Jay goes in-depth at how the company builds platforms for digital "smart policing" and how the company accelerated its international growth.

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“The Fed’s not going to move quickly.” Jeremiah Riethmiller doesn’t expect the Fed to up a potential rate cut to 50 basis point, anticipating cautious movement instead. He says to “be mindful” of high market valuations, but thinks that equities can stay at highs after the 2Q earnings season showed strength. “We like the mid cap space right now” with short term rates coming down, he adds, but there are risks and investors should stay nimble within the smaller cap space.

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SpaceX will pay $17 billion to use EchoStar's (SATS) spectrum services. The company jumped to all-time highs on the announcement. George Tsilis says the purchase shows how the "race for spectrum" is speeding up and what it means for telecommunications as a whole. George notes the possibility of a "Street overreaction" in Monday's sell-off but believes headwinds will shape up for companies seeking similar ventures.

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Kayla Brunn breaks down the Consumer Health Index, designed to track consumer demand “in real time.” Based on sentiment and unemployment data her firm gathers, they have created a tool to help investors get insight into consumer behavior and predict trends. Kayla explains how she thinks the index can be used and what it is helpful for.

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LikeFolio's data shows a significant uptick in searches for Apple's (AAPL) products ahead of its "awe dropping" product reveal on Tuesday, especially when it comes to iPhone. Andy Swan says now is the time for Apple to capitalize on these customers seeking to upgrade their iPhones by wowing them at the product launch. He believes the company's lagging position in A.I. can be reversed through a partnership, which Andy says will be a "winning" one in the A.I. industry.

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Nancy Tengler argues that Apple (AAPL) is a stock you "want to hold" and "buy on weakness." She considers Apple the "U.S. treasury bill of technology" that will be proven in part through Tuesday's "awe dropping" product event. She adds that the antitrust ruling for Alphabet's (GOOGL) Google Chrome can open the door for joint A.I. ventures between both companies. Scott Kessler says Apple is in a better positioning for A.I. now but still has a lot to prove when it comes to capitalizing on the tech.

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Michael Underhill points out that the latest GDP was driven more by AI spending than consumer spending. Investors are looking for defensive positions as “surgical” job cuts and tariffs hit the U.S. consumer; Michael points to utilities as a traditionally interest rate sensitive and defensive sector, even calling them “sexy” right now. On the current market: “It’s a hated rally, but you have to be on balance.”

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