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Likefolio covers Walt Disney (DIS) consumer sentiment. While web visits to its parks segment are falling, Megan Brantley notes that Disney cruise lines are seeing higher interest. However, she notes that these visits reflect demand usually a year out or more. She also sees strength in Disney+, with their data showing it leading visits growth in the streaming sector.

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"The higher we go, the more negative sentiment gets," says Eddie Ghabour. He considers the recovery off April lows the "most hated" bull rally he's seen. Eddie still expects that rally to continue in what he sees as a "non-recessionary environment" even if seasonal volatility emerges. Small caps are among the groups he expects to rally into the back half of the year.

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Angelo Zino and Ahmed Khan break down Meta’s (META) AI strategy. “Meta’s a name you stick with,” Angelo says, arguing there are ways for it to monetize AI. Investors will get more clarity on their AI strategy in the next 6-9 months, he thinks. Ahmed is targeting $770/share for META and is “all for” its huge push into AI spending as long as it improves the core product: digital advertising. However, he warns that Meta has been known to spend in the wrong direction, like with the Metaverse.

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Randy Carver spotlights a decline in Temu and Shein e-commerce users because of tariffs. He thinks that these Chinese companies are outliers because of the closing of the tax loophole for small packages, impacting their pricing power. “The drop off has been huge,” he notes – about 51% between March and June. However, retail overall is still projected to grow, he adds. He thinks about half of tariff costs will be passed to consumers.

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Boeing (BA) soared so far in 2025, though Prosper Trading Academy's Scott Bauer sees the stock's run stalling near-term. He does see significant upside in CleanSpark (CLSK) if it clears a key resistance level and if Bitcoin's breakout continues. As for Tesla (TSLA), he'll be watching the company's deliveries report set to drop on Tuesday. Scott offers example options trades for all three companies while Rick Ducat turns to the technical trends in the charts.

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“We have an incredible shortage” of senior housing coming up, Dwayne Clark argues, especially because there’s been no building because of Covid and interest rates. “The development cycle is 6 years…we will never catch up with this.” Hundreds of thousands of units are missing, he says – and Medicaid cuts in the ‘Big Beautiful Bill’ will flood hospitals with seniors, backing up emergency rooms around the country.

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Jed Ellerbroek believes chip stocks will "double" in the span of 3+ years, pointing to an array of bullish catalysts that can propel companies. That said, Jed doesn't see them all as equal. He talks about what differentiates Nvidia (NVDA), AMD Inc. (AMD) and Broadcom (AVGO). George Tsilis later offers example options trades for Nvidia and AMD.

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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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Wells Fargo says it has "admittedly missed the outperformance" in eBay Inc. (EBAY) shares, suggesting the company may serve as a "defensive play" for investors. J.D. Durkin talks about how collectables like trading cards are the key behind the firm's recent note. Prosper Trading Academy's Mike Shorr offers an example options trade for the online retailer.

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First Solar (FSLR) and Sunrun (RUN) traded higher while other solar stocks opened more mixed after the Senate version of the "big, beautiful bill." Diane King Hall dives deeper into what's driving the wide price action. She also talks about the "magic back at the mouse house" after Jefferies upgraded Walt Disney (DIS). The firm sees the stock sailing strong on its cruise and entertainment industries. Diane later talks about a price target raise at Goldman Sachs (GS) as it hits a new all-time high.

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Market breadth wasn't strong at the opening bell but Kevin Green notes the higher volume sectors continued to lead trading action. He talks about the "high bar" in the SPX heading into the holiday-shortened trading week. As for gold, Kevin notes that there's potential for a bullish breakout if price consolidates before volatility ramps back up. He also notes similar technical trends in the Russell 2000 (RUT).

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