Cory Johnson talks about the current slugfest between AI LLMS. He discusses expectations for Anthropic and OpenAI's upcoming IPOs and touches on the future of the AI trade.

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LikeFolio's Megan Brantley previews United Airlines' (UAL) upcoming earnings report, highlighting resilient consumer demand despite uncertainty around fuel costs. She notes United continues to outperform competitors thanks to its premium customer base and international exposure. Brantley adds that the airline's pricing power and strong demand trends support a cautiously bullish outlook.

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Logan Gilland and Nick Raich discuss their takeaways from ASML (ASML) earnings and what they mean for AI semiconductor stocks. They talk about what the report signals for the AI chip trade, with Nick making the case that the earnings couldn’t have come in any better.

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TheoTrade's Don Kaufman takes us through today’s Big 3 and highlights options trades for each. He sees Lowe’s (LOW) as well positioned if interest rates move lower, views Costco (COST) as a defensive rotation play, and discusses his bearish setup in Strategy (MSTR). Rick Ducat takes us through his technical analysis for all three stocks.

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Scott Martin turns the pages back to Tuesday's CPI and what it means for PPI and the inflation outlook ahead. He talks about the dichotomy of gas prices and the consumer, along with how Kevin Warsh and the Fed's interest rate decisions can impact inflation.

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Sam Vadas and Tom White examine United Airlines' (UAL) recent stock decline, even as shares remain sharply higher over the past year. They discuss the impact of rising crude oil prices, including CEO Scott Kirby's estimate of a $400 million fuel-cost headwind this quarter, while Tom outlines a cash-secured put strategy for investors with a neutral-to-bullish outlook on the stock.

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Marley Kayden walks us through ASML Holding’s (ASML) strong first half of the year. She says the company gained after beating on earnings and is planning a 30% capacity expansion in each of the next two years. Scott Bauer offers an example options trade for ASML Holding.

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Asbury Research's John Kosar uses the firm's proprietary Asbury 6 and CIEF models to highlight continued strength across the market. He explains why the S&P 500's (SPX) recent consolidation is a healthy pause in the rally, points to strong inflows into technology, financials and materials, and outlines the key semiconductor and Nasdaq levels that need to hold for stocks to move higher.

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Charles Schwab's Nate Peterson explains the bearish case for the memory market and why Micron’s (MU) performance could shape the industry’s outlook. He also discusses Apple's (AAPL) partnerships with AI research labs to examine how advances in AI model compression could affect future memory demand. David also shares his outlook for the Magnificent Seven and what these developments could mean for investors.

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David Dietze explains why he believes investors are underestimating key market risks, including persistent inflation and the lagging effects of Fed rate hikes. He discusses the strength of the banking sector and highlights Accenture (ACN) and Paramount Skydance (PSKY) as contrarian investment opportunities.

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