Joel Shulman says SpaceX (SPCX) is his firm's top holding and believes the current post-sell-off price is a good buying opportunity. He makes the case that the Elon Musk-led company is a "20-year hold." He explains how SpaceX can capitalize on several business arms while building up future prospects, including data centers in space.

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A cooldown in CPI can't offset pressures from ongoing tensions between the U.S. and Iran, argues Max Wasserman, who sees persistent headwinds hitting American consumers. "There's no relief in sight," he says, pointing to interest rates tentatively holding, rising gas prices, and high margin debt creating lasting pressures. As for the Fed, Max doesn't see the committee raising rates without massive political backlash. He also explains the dichotomy between AI and Big Tech layoffs.

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Greg Halter believes earnings from big banks like JPMorgan Chase (JPM), Goldman Sachs (GS), and Bank of America (BAC) show that the American consumer still has purchasing power. He explains how the IPO pipeline and loan growth add to his bullish outlook for the financial sector. George Tsilis turns to an example options trade for JPMorgan Chase.

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Charles Schwab's Cooper Howard talks about how the market "can breathe a little sigh of relief" in the latest CPI print. He makes the case the Fed will "shut the door" on an interest rate hike this month but warned elevated inflation risk will persist. Michelle Gibley talks about the "tale of two cities" between South Korea and China, as the former sees strong tech earnings while the latter lags. However, Michelle notes that the South Korean outperformance comes with strong volatility.

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Preliminary earnings for IBM Corp. (IBM) sent the stock plunging more than 20% after the company signaled worse-than-expected weakness. Marley Kayden talks about the key drivers behind the double miss and shrinking margins. Tim Biggam offers an example options trade for Big Blue's stock.

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Aadil Zaman explains why he's taking a contrarian overweight position in financial stocks, pointing to a healthy U.S. economy, resilient consumers, and continued AI-driven investment. He also breaks down the AI ecosystem into winners, enablers, and beneficiaries, arguing that investors may find the greatest opportunities beyond the most obvious names.

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KeyBanc is taking what Diane King Hall calls a contrarian view on Apple (AAPL). The firm issued a downgrade to underweight for the iPhone maker over a tentative hardware demand downslide. Meanwhile, the same firm issued a price target hike for Nvidia (NVDA). Outside the Mag 7, Diane explains why Evercore ISI issued an outperform rating for SpaceX (SPCX).

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Ballast Rock Founder and CEO Tom Carroll argues that energy is the “picks and shovels” investment behind the AI boom, as growing data center demand requires major upgrades to the power grid. He also examines the shortage of affordable rental housing in the U.S., explaining how high construction costs and elevated interest rates have squeezed supply, while advances in manufactured homes could help address the crisis.

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Energy's cooldown in price action showed up in the June CPI, says Kevin Hincks. He walks investors through what's churning underneath the headline numbers and how it plays into the FOMC's inflation picture as Fed Chair Kevin Warsh prepares to speak Tuesday morning. However, crude oil is climbing again as tensions around the Strait of Hormuz intensify. Kevin believes President Trump's rhetoric behind the volatility doesn't explain what's really happening behind the scenes. IBM Corp.'s (IBM) earnings also pose a big question mark for software.

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Louis Kondratev explains how markets moved past geopolitical fears in the first half of the year as economic fundamentals remained strong and supply chain disruptions failed to materialize. Looking ahead, he warns that heavy concentration in technology stocks, election uncertainty, and leadership changes at the Fed could spark volatility, while creating opportunities in healthcare and financials.

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