Schwab Network

“We’re going to the next stage here,” Ben Emons argues, where tariffs become a tool to negotiate investment in the U.S. from foreign partners. “We’ve got to think about the ripple effect from there,” he adds: building new manufacturing hubs means building more housing, and so on. He looks at the “long-term story” of the U.S. national debt, and says financing it will ultimately be the problem.

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Dale Smothers says it’s a “powerful thing” that traders aren’t running to the bond market for safety. “I believe this is all due to the optimism” around the America First agenda of the Trump administration. He thinks the S&P 500 will finish the year around 6,500, citing pent-up demand and $7T “on the sidelines.” He argues that the market is broadening beyond tech, “a very good thing,” and he would love to see “consumer discretionary climbing a little bit higher.” His picks include AMZN, AAPL, and JNJ.

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Jessica Inskip is nervous of a "euphoric" market trading near all-time highs but remains bullish on the "efficiency boom" of companies applying A.I. to everyday uses. On her Big 3, Jessica is watching Coinbase (COIN) as a play in stablecoin adoption, Fiserv's (FI) long-term role in crypto applications for banks, and Nvidia's (NVDA) continuing A.I. dominance. Rick Ducat highlights the bearish and bullish trends he sees in the charts.

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Ben Werkman sees continued strength in bitcoin as more companies create crypto reserves and add bitcoin to the balance sheet. In the wake of Donald Trump's "big beautiful bill" passing in Congress, Ben believes bitcoin could act as a dollar alternative with devaluation potentially taking hold in the U.S. currency. He discusses acceptance and adoption of bitcoin as regulatory uncertainty appears to be clearing.

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As Amazon (AMZN) kicks off its latest Prime Day sales event, Jeff Pierce highlights historical performance trends on the heels of its marquee ecommerce event. He notes the frequency of Amazon's Prime Day events has increased, and that this year's summer offering will be the first 4-day long affair. Later, Tim Biggam says he's "somewhat bullish" on Amazon (AMZN) and demonstrates an example trade using an iron condor options strategy with neutral position.

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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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Increased ridesharing using robotaxis could bring down traffic levels, says Ivan Feinseth. He believes a car is an under-used asset by sitting around all day, and says an autonomous vehicle could provide more value for consumers by picking up packages and passengers. Ivan says it is the catalyst behind future valuations of both Uber (UBER) and Tesla (TSLA). In self-driving technology space, he likes Mobileye (MBLY) as another weigh to play the autonomous tech trend. Later, Tom White provides a pair of example options trades for UBER.

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Diane King Hall joins Sam Vadas at the NYSE set with several early movers on the radar. First up: CoreWeave (CRWV) as shares fall a day after its announced takeover of Core Scientific (CORZ). Multiple analysts have downgraded CRWV as shares have surged after its IPO in March. Meanwhile, HSBC has downgraded multiple major U.S. bank stocks including JPMorgan Chase (JPM), Bank of America (BAC) and Goldman Sachs (GS). Diane shares the analyst's concerns about "stretched valuations" for the financial giants. Then, she reports that Capital One (COF) received an upgrade to a Buy rating at TD Cowen.

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Michelle Gibley reacts to the latest tariff deadline delay: “Wake me up and let me know when we get the final rate.” She says that we haven’t seen a trade war impact on China’s economy yet, citing their recent GDP numbers, and the government has room for stimulus. Michelle surveys the state of international economies, including the U.K. and Japan, and how they could impact the U.S. bond market or currency.

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Alex Coffey dissects the "hated" market rally as investors weigh potential negative macroeconomic headlines versus the market performance surging to new all-time highs so far in 2025. He provides technical details on the S&P 500 (SPX) chart, with several studies revealing continued bullish trends. Alex says a "little bit of a correction" might have been due, but overall the volatility has come down over the past 3 months.

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Meta Platforms (META) continues to beef up its A.I. and Superintelligence teams as it hires away Ruoming Pang from Apple (AAPL). Jenny Horne dives into the Bloomberg report as Mark Zuckerberg continues to draw talent from OpenAI, Claude and now Apple. Then, Jenny examines news from Samsung as the chipmaker issues a profit warning stemming from U.S. trade restrictions.

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