Schwab Network

Dena Jalbert reacts to Ferrero buying WK Kellogg (KLG) at $23/share, a 40% premium. Part of the premium, she argues, is because the deal lets Ferrero enter the U.S. breakfast market – and another part is KLG’s existing debt. She thinks this was a “specific and intentional” deal and doesn’t think KLG is looking for other merger offers. She talks about global consumer tastes and Kellogg’s healthy options in addition to the sugary. Dena also discusses pricing power for consumer staples companies.

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Mel Casey favors the U.S. over the long run, despite believing the SPX is overvalued right now. He discusses sector composition within a portfolio, mixing growth and value, and notes that names highly in favor now can quickly turn. Internationally, he sees broad index investing as more attractive but usually likes to stock pick. He likes ASML (ASML), for example.

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“There’s a race to standardize” within the hospitality industry, argues Travis Wilburn. He gives his outlook for Airbnb (ABNB) this summer – and he sees consumers picking hotels more often. Travis talks about how booking a trip has changed in the modern day, with popularity and ratings emphasized more than anything else.

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David Aspell says the market will care more about tariff threats if they’re made against bigger trading partners. He thinks copper tariffs of 50% are “much higher” than the market expected, and its price surge has already had rippling consequences. He is bullish on copper (/HG) overall. “The [countries] we import copper from are generally friendly” to us, he adds, “The speed in which it’s being implemented is quite surprising.”

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Wedbush's Dan Ives increased his price target on Palantir (PLTR) to $160 from $140 over his "growing confidence" in its A.I. strategy that could lead it to be "the next Oracle (ORCL)." The issue Marley Kayden sees in the thesis: extremely elevated expectations. She notes the company currently trades at 600 times earnings, throwing a wrench into the argument for "exponential" growth potential.

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Delta Airlines (DAL) flew off the earnings runway thanks to its international and premium revenue soaring on the quarter. The focus now turns to guidance, as Meghna Maharishi points to a weakening dollar as creating potential turbulence for the current quarter. Sean Cudahy adds that investors should pay attention to earnings from competitors like United Airlines (UAL) and American Airlines (AAL) to see how main cabin travelers fared against tariffs.

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Dan Deming joins today's Big 3 and turns to three stocks that he believes investors should keep on their radar as the market "broadens." He talks about the potential for Broadcom (AVGO) to continue its rally after its tremendous run higher, Eli Lilly's (LLY) role in the "vanity trade," and Uber Technologies (UBER) finding its "niche" as autonomous driving evolves. Rick Ducat gives investors insight into the bearish and bullish indicators he found in the charts.

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Likefolio’s Landon Swan sees the strength of Carvana’s (CVNA) uptrend beginning to wane. He compares their web visits vs their stock price and says they are doing “really well,” but wonders if market expectations are becoming too high after a strong run up over the last few years.

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Tony Drake breaks down the tax implications of the ‘One Big Beautiful Bill’ as a slowing economy puts the Fed on a “razor’s edge.” We “haven’t had a fundamental shift in spending in Washington,” he adds, “We really have to figure out what to do about this debt…short of raising taxes.” He advises retiree investors not to chase the rallies too far and “balance between growth and stability.” He likes utilities and healthcare for “peace of mind” in this “dual-personality market.”

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Wedbush's Dan Ives raised his price target on Palantir (PLTR) as the stock continues to offer upside for investors. Citizens JMP boosted its price target on Amazon (AMZN), citing notable growth potential through AWS cloud. Meta Platforms (META) got its own price target bump from BofA, with the firm seeing promise in the company's A.I. projects and partnerships. Jenny Horne takes investors through the biggest analyst notes affecting these A.I. stocks. Rick Ducat turns to the bearish and bullish technicals in the charts.

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