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Brad Conger thinks consumers will bear the brunt of tariff costs and expects discretionary spending power to get hit in the coming months. He hopes that the U.S. “won’t punish the good guys,” like Japanese automakers or foreign drugmakers like Novo Nordisk (NVO). He also notes that China has the “willingness and ability” to support its economy if tariffs hit harder than anticipated. Brad runs through some stock picks and the areas he likes in the bond market.

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Steven E. Orr finds Palantir (PLTR) overvalued right now and is looking for it to pull back to $100/share. He feels the same about Nvidia (NVDA), citing market FOMO. Royal Caribbean (RCL) is a favorite from the past few months. “This is a total stock picker’s market,” he says, and that means investors should be digging deeper into specific company fundamentals. He considers Alphabet (GOOGL) the most undervalued of the Mag 7. He also likes Eli Lilly (LLY), both for weight-loss drugs and Alzheimer’s treatment. Steven is “very bullish” on silver.

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“A lot of times when we get a scare in the spring, we get a bigger scare in the fall,” warns Matt Maley. He thinks investors should have a “little bit more cash on the sidelines” into the back half of the year. He gives areas of the market he’s watching, including banks and Ethereum (/ETH).

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Wedbush's Dan Ives, the tech mega bull of Wall Street, returns to The Watch List to talk all things A.I. He continues to credit Elon Musk for Tesla's (TSLA) success and urges the "board can't be asleep at the wheel" when it comes to offering his pay package. Dan adds that Tesla's biggest disruption is yet to come through robotaxi. He elaborates on his $160 price target for Palantir (PLTR) as he believes CEO Alex Karp "understands where the markets are going." On Nvidia (NVDA) and Microsoft (MSFT), Dan makes the case for both companies crossing the $5 trillion market cap milestone.

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MP Materials (MP) rallied more than 40% after the company entered a partnership with the U.S. Department of Defense. It's a landmark deal as the U.S. doubles down on breaking dependency on China for rare earth materials. Jeff Pierce talks more on why the stock saw such explosive movement to the upside and its tie to the tech trade.

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Gen Z doesn’t just need to see a product, it needs a community around a product, Dana Telsey argues. She explains how this changes the marketing game, and how social media companies like Meta’s (META) Instagram have driven the disruption. She also discusses how brands are working with influencers and celebrities to attract attention. Dana lays out potential headwinds for retail as tariffs hit, but hasn’t seen price increases to “full effect” yet.

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Likefolio’s Megan Brantley shares their data on Costco (COST). She sees signs that customers are upgrading to their highest-tier membership as the stores become more popular and crowded. “What a brilliant model that Costco’s created,” she marvels. She also notes a surge in monthly active users on its app. Megan discusses consumer health and how Costco is staying competitive in the retail market.

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Nick Raich and Sheraz Mian set out expectations for the 2Q earnings season. Sheraz notes that the start of the quarter coincided with the “punitive level of tariffs,” creating uncertainty, but says estimates stabilized in May and June. “The picture is a lot better than the growth rates would suggest,” he argues. Nick says a lot of market participants don’t believe Trump will follow through with his tariff threats, saying “bluster has lost impact.”

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Dory Wiley has lower growth expectations for 2Q and the second half. He expects the banks to do well this quarter, however, as they kick off the season next week. He’s looking to credit quality and loan demand statistics to gauge the tone for the rest of the market. He thinks the latest wave of tariff news will make the Fed hesitate in cutting rates as it waits for the fallout. Right now, Dory sees opportunities in small caps but thinks “you have to be a stock picker” in that market.

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Prosper Trading Academy's Scott Bauer turns to software on today's Big 3. Scott explains his perspective behind example options trades on Palo Alto Networks (PANW), Autodesk (ADSK), and Datadog (DDOG). Rick Ducat analyzes the chart trends for all three stocks.

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Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D

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