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Markets pulled back from the highs of the day, though market breadth showed a lingering risk-on tone. Kevin Green breaks down the moves he's seen and pits bearish and bullish signs against one another. An uptrend in volume is one necessity to hold bullish momentum, as Kevin points to inflation prints and the Fed's interest rate decision as potential movers.

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Chirinjeev Kathuria, co-founder and executive chairman of AIRO Group (AIRO), talks about the demand for shares in the company after its IPO last Friday. Geopolitics and growing demand for defense technology are what Chirinjeev believes created interest in the dronemaker. He says "we've entered a new area" in war technology and development.

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Eric Sterner thinks the fear of tariff impacts is the biggest problem in markets right now – but thinks tariffs themselves are “overblown.” He discounts risks from Israel’s attacks on Iran, and hopes we can see more resolution in trade from the G7 meeting. He looks at the shift in the macro environment between the Covid-19 pandemic and now. Eric also thinks the Fed will cut rates twice this year, with the first coming in September.

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Anthony Saccaro calls energy a “wild card” right now. He talks about the state of the labor market and the “normalizing” of the ratio of jobs to workers – “it’s not weak,” he emphasizes, but it has softened from last year. He thinks that tech will “lead us down” if the market falls, but likes it from the standpoint of long-term growth and AI momentum.

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Dr. Ellen Wald and Ed Butowsky cover the energy markets. Ed says that the movement away from Middle Eastern reliance means that he’s not overly worried about an impact to the U.S. “You have everything in the world pushing prices down,” he adds. Ellen thinks the oil market has realized that Israel’s attacks on Iran are not going to shock the system. She also thinks there is very little threat to the Strait of Hormuz – “Iran has to have absolutely nothing to lose.”

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Seth Schachner thinks Walt Disney (DIS) and Universal suing AI company Midjourney is the beginning of a strategy that will ultimately lead to a partnership or collaboration between the entities. He compares this lawsuit to ongoing lawsuits against AI within the music industry, and discusses finding the balance between innovation and regulation. He also likes Disney stock.

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Evercore ISI issued a new Street-high price target of $315 for IBM Corp. (IBM) on expectations of strong EPS outlook fueled by its A.I. and quantum computing prospects. Marley Kayden notes the company's prior earnings report as strong overall but warns against some concerns in current macroeconomic conditions. Despite that, Marley says its latest developments surrounding IBM put it "back in the conversation."

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Despite Amazon's gargantuan size, LikeFolio's Andy Swan says it continues to find new ways to innovate and capture market share from its peers. From advertising dominance to ecommerce and Amazon Prime viewership, Andy explains how the Mag 7 giant uses all the tools in its toolbox to thrive. He later talks about Amazon's partnership with Roku Inc. (ROKU) and how it can accelerate growth for both companies.

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Jed Ellerbroek and Dryden Pence give their outlooks on the Mag 7. Jed looks at the different directions the group has gone in, pointing to Meta (META) as the leader. He thinks Nvidia (NVDA) demand will stretch well into next year, expecting a “megacycle” in AI. Dryden is positive on the whole group, also citing AI development. He likes Meta because of its ad platform and anticipates continued outperformance.

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Vikas Dwivedi thinks the Iran/Israel conflict will be over quickly due to low supplies on both sides and won’t impact global oil supply. He calls a blockade of the Strait of Hormuz “a last resort” for Iran. He also expects OPEC+’s supply bump to hit mid-summer, potentially bringing down prices as well, but not crippling the market.

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