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Scott Welch is concerned about the “ongoing attack” on Fed Chair Powell by President Trump, along with trade uncertainty. He names what factors he’s watching in earnings season. Scott doesn’t expect the Fed to cut rates this month, citing inflation and a “resilient” labor market, but anticipates a cut in September. “The public markets are shrinking” in favor of private markets, he notes, and discusses investments there. He also sees “a ton of opportunity” in infrastructure.

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Marvell (MRVL) may not get the headlines of other names in the semiconductor sector, but it has a unique role in the tech space due to its ability to provide comprehensive, custom semiconductor solutions tailored to specific customer needs. George Tsilis examines the company's financial performance, why is has lagged the broader market, and possible catalysts for the stock.

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Stocks gained on the week as bullish optimism withstood blips of volatility. Alphabet (GOOGL) muscled the first earnings win for the Mag 7, showing notable growth in cloud and ad revenue. Tesla (TSLA) posted the first earnings loss for the Mag 7, selling off after Elon Musk warned of a rough road ahead. American (AAL) and Southwest Airlines (LUV) didn't help, with both stocks showing weakness in their reports. Marley Kayden takes investors through the earnings-heavy week on Wall Street.

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Matt Maley believes we’re in a bubble and thinks people should be taking precautions. “If this thing turns lower, it’s going to happen quickly,” he says, and names actions investors can take to protect themselves. He sees potential upside in gold, into the 4,000s. Matt also gives his preview of some of the Mag 7 earnings next week.

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Until this year, Verisign's (VRSN) previous all-time high was from 2000. Now, the legacy tech company recently broke that metric and climbed higher off the back of its latest earnings. George Tsilis explains what's drawing rampant investor interest for Verisign once again.

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@CharlesSchwab's Joe Mazzola says markets are breaking through the "cloud of uncertainty" around tariffs, noting solid earnings and guidance clearing for many companies. However, next week's mega cap earnings will need to continue that momentum. Cooper Howard talks about how fixed income has moved with equities and how it can offer more insight into the Fed's rate cutting cycle.

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Phil Streible thinks the next week is “paramount” between earnings, tariff news, and ultimately Fed comments. He looks at commodities markets, including gold and silver, noting strong flows into their corresponding ETFs. However, there was pressure to get silver into the U.S. before tariffs hit and now prices have to “reset” with trade deals made. He explains recent moves in Bitcoin futures by noting the July contract is about to expire, which influences trading. “I believe the dip buyers are here in all these cryptocurrencies.” On crude, he highlights President Trump’s demand for lower prices.

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Boeing (BA) reported earnings on Tuesday, just before a slew of Big Tech earnings capture investor focus. Rick Ducat turns to the technical trends he sees in the chart ahead of the anticipated report. He weighs if the stock can overcome bearish signals as its sky-high rally continues.

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For Lip-Bu Tan's first full quarter as Intel (INTC) CEO, Olivier Blanchard says he didn't do a bad job. He says investors should show patience as Tan works on the turnaround plan for Intel. He talks about where the company stands in the greater A.I. race, particularly in the CPU and GPU space.

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Scott Ladner thinks the market is back to caring about the fundamentals and earnings rather than tariff threats. He’s also looking forward to the jobs report next week and the Fed decision Wednesday, particularly Powell’s comments afterward. He expects the market to keep making new highs after the recent string of records. Scott likes an “equal weight” technology play and infrastructure, as well as international equities.

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