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“It’s earnings, earnings, earnings.” Karl Farmer sees companies lowering their full year estimates and “wouldn’t be surprised” if consumers and companies face higher prices. He discusses his expectations for rising inflation and how many times the Fed may cut rates this year. His stock picks include McCormick (MKC), TJX Companies (TJX), and more.

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Matthew Miller says MP Materials (MP) making deals with the Department of Defense and Apple (AAPL) point to positive catalysts. For the DoD deal, Matthew adds that it increased the company's rare earth pricing power setting a $110 per kilogram price floor. On the Apple announcement, he said the timing was a "surprise" after the DoD deal, but believes Apple's desire to increase supply chain offerings outside of Asia made the deal pretty much inevitable.

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Andrew Brenner says it’s been a “crazy” week. He discusses the potential Fed Chair candidates in the field. “Rates should be lower,” he argues, but it’s “not going to happen” until September – but then he expects three this year. “I think you need to get from 4.35 down to 3.5-3.75…before the end of the year.” He also gives his thoughts on equity and the crypto market.

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“Tariffs are still driving a fair amount of the market,” posits Benjamin Connard, but AI remains the biggest investing theme. On rate cuts, he thinks the Fed is right to wait to see patterns in the economic data but expects a cut in September. His stock picks include Alphabet (GOOGL), Verizon (VZ), and Ulta Beauty (ULTA).

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Mish Schneider thinks inflation could rise, and that “one way or another, rates are gonna come down.” Her picks right now include “undervalued” energy stocks, but needs crude oil to “get through $68/barrel.” She also likes sugar, highlighting soda makers as RFK Jr. pushes the industry to stop using high-fructose corn syrup. In healthcare, she is excited about the “thin economy” for healthcare names, beauty, and dating.

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David Dietze says "Tesla is going to be tough" when it comes to expecting an earnings beat next week. He points to declining sales and rising EV competition in China as potential headwinds. Shay Boloor believes it is all about Tesla's Optimus robotics future and suggests Elon Musk may even pull guidance. He says Intel (INTC) is a name to watch citing the company's new CEO plans.

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Eddie Yoon thinks AI is inevitable and will cause inflation. Energy prices are going to continue to go up for years, he argues. Auto insurance has also gotten more expensive because of computers being added to cars – pushing consumers’ wallets. “It’s unsustainable.” He continues, “Workers should be concerned” about being replaced by AI, looking to Amazon (AMZN) warehouses as an example.

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Winston Justice joins Next Gen Investing to share his journey from the NFL to wealth management. As an offensive tackle, his role was to protect the quarterback. Now, in his investing career, his job is to protect his investments. Winston highlights the significance of financial literacy, drawing up the X's and O's in an investing plan. Winston also relays important financial lessons he learned as professional athlete and what he would tell young athletes today.

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Dell Technologies (DELL) is the subject of several positive notes to close out the week, including a price target hike to $165 from $155 out of BofA. Marley Kayden runs through the Wall Street analyst moves as shares of DELL are up nearly 100% from its 52-week lows. Within the BofA note, she highlights the firm's bullishness on the company's position within "enterprise/sovereign AI over the next decade."

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Likefolio’s Megan Brantley walks through social sentiment trends for Domino’s Pizza (DPZ). “The most compelling play” is Chipotle (CMG), she says. However, 1Q softness is “starting to resolve” for DPZ, putting it on a better track. McDonald’s (MCD) is outperforming on its app metrics, with a loyal consumer, but Yum! Brands (YUM) is sliding. The divergent data in the sector reflects changing consumer taste, Megan argues.

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