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Travis Prentice calls the “beta rally from the lows” historic, but thinks its influence is starting to subside. He thinks styles and stock picking will start to matter more again to find strong performance. He thinks that AI is staying strong as innovation continues, moving from LLMs to robots and inference tasks, plus a continuing recovery from the Deepseek plunge. In general, he thinks the underlying fundamentals of the market are strong.

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Jay Woods takes a closer look at the massive rebound markets experienced, from the April lows, to the rebound pushing indices back near all-time highs. He credits Nvidia (NVDA) for reclaiming its leadership position in tech, along with financials like JPMorgan Chase (JPM) and Goldman Sachs (GS) offering support. Jay adds that IPOs like CoreWeave (CRWV) and Circle (CRCL) added muscle to the rally. Some headwinds Jay warns against: tariff deadlines and uncertainty around the "Big, Beautiful Bill" in Washington.

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Dave Mazza with Roundhill Investments talks about his firm's Humanoid Robotics ETF (HUMN). As he explains, "science fiction is becoming a lot closer to reality than people realize," and believes now is the time to invest in evolving technology. Companies included in the ETF include Tesla (TSLA), Hyundai, and Xpeng Inc. (XPEV) among other companies.

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Diya Iyer expects Nike (NKE) to report a sales decline this quarter as it attempts a “transformation,” and is watching the full year guidance. Spencer Hakimian focuses on inventory numbers, “especially with all the uncertainty around tariffs,” and “do they need to start marking down stuff.” Diya notes that the industry is raising prices because of tariffs, and performance in the second half will depend on each company’s execution. Spencer argues that if the labor market gets tight, the first thing consumers will cut out is new brand-name shoes.

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A string of recent economic data has encouraged investors, argues Ted Thatcher, pushing markets towards new all-time highs. He thinks this has cut through a lot of the volatility and geopolitical uncertainty. He makes a bullish case for Nvidia (NVDA) and Alphabet (GOOGL), calling the latter a “value buy” vs the rest of the Mag 7. On the other hand, he thinks Apple (AAPL) has “lost its way” – he’s especially tough on Siri capabilities vs AI rivals.

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Sucharita Kodali preview Nike (NKE) earnings and discusses the “ankle biters” that are chomping away at their market share on all sides, from shoes to apparel. “I don’t even know if tariffs are the main challenge here.” Giving up shelf space at retailers to focus on its internet business appears to have really hurt the company. However, Sucharita thinks it can have a “successful turnaround” – though it might not last long.

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Once again, Palantir (PLTR) tapped a new all-time high after penning a new deal with The Nuclear Company. As Marley Kayden explains, they will create an A.I.-driven software system for nuclear construction in order to build plants faster and safer. It's the latest in a slew of deals Palantir has made, which Marley says strengthens its footing in A.I.

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Likefolio’s Megan Brantley shares consumer sentiment data on Nike (NKE) ahead of its earnings report. She thinks Nike continues to lose market share to On Holding (ONON), Hoka, Adidas and others – a mix of established players and upstarts. However, she says they still have the largest piece of the pie. The bar is low for their quarterly numbers, but Megan “just hasn’t seen” signs of a turnaround yet.

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PJ Tabit and Tony Zipparro cover the latest Jobless Claims report. PJ describes it as “mixed,” but says the good news is there hasn’t been a surge in unemployment. Tony notes “a lot of negative revisions down” but thinks the job market is falling into a “Goldilocks scenario” that could “fall off a cliff in a month or two.” They talk about their expectations for the Employment numbers next week.

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Alison Shimada says conditions look “quite good” for emerging markets after underperforming for 13 years. “The local economies are operating quite well,” and AI is driving growth across the sector, she argues. “The backbone of AI comes from emerging markets,” she says, like South Korea’s Samsung and SK Hynix.

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