Schwab Network

Cava Group (CAVA) shares have struggled in 2025, falling 27% ahead of Tuesday’s earnings report. Dan Ahrens of AdvisorShares discusses why both Cava and Sweetgreen (SG) were removed from the company’s restaurant ETF. The fast-casual chain faces industry-wide headwinds and customer pushback on pricing, while brands like Darden Restaurants (DRI) and other casual dining chains are looking far more attractive.

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Larry Tentarelli expects a “big reaction in either direction” after the CPI report tomorrow. He thinks the Fed “probably should not cut” in September, citing inflation trending higher. Larry thinks Nvidia (NVDA) can go “much higher” from here, and definitely past $200/share, calling it the “core AI player” and a “very strong chart in a very strong sector.” He likes GE Aerospace (GE), a “market leader also breaking out.”

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Private tech companies going public have accelerated in recent months, seen in debuts like CoreWeave (CRWV) and Circle (CRCL). Christian Munafo talks about what's driving the pace in demand for tech IPOs and why larger companies like SpaceX and Databricks are taking their time. He adds that mega caps like Alphabet (GOOGL) and Microsoft (MSFT) are continually searching for innovation, and Christian says they often pluck companies from the IPO basket.

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Markets started the week lower after major indices rallied last week. Nvidia (NVDA) and AMD Inc. (AMD) saw slight losses following reports stating the U.S. government will take 15% of both companies' Chinese chip revenue. However, lithium companies like Albemarle (ALB) rallied after a Chinese competitor was forced to close one of its lithium mines. Bitcoin also jumped higher, propelling crypto-tied stocks like Strategy (MSTR) and Coinbase (COIN) higher. Marley Kayden focuses on Monday's key stock stories.

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CFRA's Aniket Ullal breaks down how the "Big, Beautiful Bill" is impacting the ETF space. He highlights telecom ETFs like iShares' IYZ as a sector-specific winner, thanks to tax incentives, which benefit companies like AT&T (T), T-Mobile (TMUS), and Verizon (VZ). Ullal also sees defense ETFs, like Invesco's PPA, outperforming, driven by increased defense spending, while healthcare ETFs like IHF are getting hit due to Medicaid reform provisions.

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Monday.com (MNDY) investors got a big case of Monday blues after the stock plunged 30% on the back of an earnings beat and guidance raise. George Tsilis takes a closer look into what went wrong for the cloud-based software platform, which he attributes to Monday.com's guidance.

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"The markets have become somewhat numb" to tariff headlines, says Charles Schwab's Collin Martin on the Trump administration signing off on another 90-day China tariff pause. While it adds uncertainty, Collin explains that it also aids with the inflation picture. Joe Mazzola sticks with the international discussion and says Nvidia (NVDA) and AMD Inc. (AMD) "did what they had to do" by paying the U.S. 15% of China chip revenue.

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The SPX initially traded above 6,400 intraday before reversing to the downside. Kevin Green shows how the 5-minute candles paint a clearer picture into Monday's price action. Bears may be clawing into the index to derisk ahead of Tuesday's CPI print. Additionally, Kevin points out a VIX up, SPX down scenario that would trend bearish if it happens again Tuesday.

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Nigam Arora returns to Market on Close to discuss some of the biggest tech moves he's watching in the market. He's impressed with Microsoft (MSFT) continuing to beat "very high" expectations in Azure cloud and Copilot. On Palantir (PLTR), Nigam outlines the company's path to reaching $1 trillion in market cap. While he sees the current price-to-sales ratio as unsustainable, he says Palantir is "so deeply embedded" in the U.S. government that it has a "sticky" source of revenue even if its commercial business wavers.

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Uneasiness in the market is “belied” by the strength in 2Q earnings, argues Brian Mulberry. “It’s coming down to the haves and the have-nots” in this rate environment, he continues. “Volatility is the name of the game” in the second half of 2025 as economic data and earnings diverge, but he expects things to get “materially better” in 2026 after Fed rate cuts. He thinks earnings growth will accelerate into the “low double digits.”

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