Schwab Network

Daniel Altman explains his Baseline Profitability Index, which helps investors figure out the success of foreign investments on three criteria. 1: How much the asset’s value grows; 2: Preservation of Value; 3: Ease of returning the proceeds. The top countries on the index include India and Rwanda. He discusses demand for foreign direct investment by Americans and what it means for the global economy.

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Nick Raich says "we don't care" about what Adobe (ADBE) reports in its second-quarter earnings. Instead, his focus will centralize on its outlook. Nick believes high growth in A.I. is critical for the stock to soar. Jeff McClean agrees that A.I. utilization is important for Adobe but argues investors need to pay attention to its above-average earnings and attractive valuation.

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Eric Clark thinks markets are overbought, but still sees opportunities. “We’re focused on how consumers are spending their time and money today,” he says, and so likes names like TJX (TJX) and Costco (COST). For TJX, he sees another “30%-40% upside” in shares. He thinks July earnings will be “very interesting” and reflect more of the tariff impact. He also likes Progressive (PGR), calling it the “800-pound gorilla” of the insurance space, and Mercado Libre (MELI).

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Clayton Triick thinks inflation and the labor market are both softening. He talks about his expectations for Fed cuts this year as CME Fedwatch probabilities rise sharply towards the end of the year. “If we get less now, we’re more likely to get more later,” he argues, saying 2026 will see interest rates in the low 3’s. He sees opportunities in fixed income.

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Even as a "leader in the meme rallies," GameStop's (GME) "fundamentals make a difference" says George Tsilis. The stock sunk 25% on the session after announcing a private offering of $1.75 billion of convertible senior notes. George talks about why the reaction to the downside is so stark and explains how its Bitcoin treasury plans don't have as much leverage compared to companies like Strategy (MSTR).

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Christian Munafo surveys the IPO market, saying the pro-business policies people expected from the Trump administration this year have not materialized. However, there are still notable IPOs this year, including Coreweave (CRWV), Voyager (VOYG), Chime (CHYM), and more. Still, he notes that even though, for example, Chime opened higher than its IPO price, it still falls under its private value after its last round of fundraising. Overall, he expects more high-profile listings and M&A activity but warns that companies will stay private for longer than usual.

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Likefolio’s Megan Brantley covers United Airlines (UAL) for Fast Market. She notes a decline in web traffic across the entire sector but says there is a “clear divide” between DAL, UAL, AAL vs LUV, which is lagging far behind. However, she argues that economy class is making up most of the dip, while premium is seeing growth. “United is really revamping its brand,” she says, and is “doubling down on brand loyalty.”

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Leo Feler and Chris Watling react to the May PPI, which came in below expectations. Chris calls this and the recent CPI report signs that companies are absorbing tariff costs rather than passing them onto the consumer. He also believes the Fed should be cutting rates. Leo highlights price jumps in materials for durable manufacturing as a warning sign. When manufacturing contracts between factories and retailers come up for renewal, he expects prices to soar for the end consumer.

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Charles Schwab's Liz Ann Sonders says you have to really comb through the CPI and PPI prints to see how the trade war is affecting the U.S. She points to the widening gap between services and goods numbers showing that divide. Additionally, Liz Ann notes "complacency" gripping markets, which she worries will lead to downside risk if investors don't defend portfolios. She also goes deeper on the China tariffs talks and how negotiations have a long way to go before a deal is made.

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Steven E. Orr is concerned about inflation and thinks the Fed is late on lowering rates by over 6 months. “The markets are faster” than the Fed’s preferred data, he argues, and thinks AI can help forecast economic data. He is bullish on Royal Caribbean (RCL) and Cheesecake Factory (CAKE), and bearish on McDonald’s (MCD).

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