Schwab Network

Nvidia (NVDA) was the number one sold stock by Charles Schwab's clients, according to Joe Mazzola. Meanwhile, UnitedHealth (UNH) was the second-most bought stock even though the company slipped 50% in the span of weeks. Joe attributes the strange trend to a rotation out of tech to a "month of dip buying in unloved names." He notes lasting uneasiness, with Joe suggesting clients are moving from a bearish tone to a neutral one.

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Warner Bros. Discovery's (WBD) planned split sends shockwaves through the industry. Netflix (NFLX) continues to lead, though Disney's (DIS) high engagement and subscriber growth could tighten the gap. Comcast (CMCSA) and Paramount (PARA) are still vying to pull streamers from those streaming giants. Jamie Myers and Seth Schachner break down the winners and losers in the increasingly crowded streaming landscape.

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Chad Beynon sees strength in luxury travel and gaming despite a compression in booking windows and pressure on lower-end chains. His top pick is Hyatt Hotels (H), citing strong upscale and luxury properties. He's also bullish on Caesars (CZR), driven by growth in digital market share and sports betting. Beynon remains optimistic about the U.S. gaming industry, expecting 20-30% growth in the digital space, and believes companies like DraftKings (DKNG) and Flutter (FLTR) are well-positioned to benefit from iGaming legislation.

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Max Wasserman believes there are warning signs on the horizon, including a potential spike in the federal deficit and stubborn inflation. He thinks the Fed made a mistake by even considering a rate cut, and instead predicts they'll keep rates steady for the rest of the year. He's finding investment opportunities in areas like short-term bonds, treasuries, and select sectors outside of tech, including pharmaceuticals and industrials. Wasserman likes companies like AbbVie (ABBV), Medtronic (MDT), and Waste Management (WM), and is also bullish on Google (GOOGL) and Microsoft (MSFT), but thinks other tech giants like Apple (AAPL) and Amazon (AMZN) are due for a pullback.

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Companies like Rocket Lab (RKLB), Archer Aviation (ARCH) and Joby Aviation (JOBY) saw up to double-digits percent rallies after President Trump signed executive orders that aim to boost drone security and electric air taxi aircraft. Diane King Hall gives more insight on why these stocks launched on the news and talks about headwinds and tailwinds the executive orders present for the industry.

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Valuations serve as a key headwind for Spotify (SPOT), though LikeFolio's Andy Swan sees little to no downside in the company. "Everything's going Spotify's way," says Andy, pointing to the streamer taking over radio's market share and overthrowing Apple's (AAPL) iTunes as the primary digital streamer for music. He argues the biggest risk to Spotify is the unknown.

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Beth Akers breaks down the proposed reforms to student debt in the "big beautiful bill," including a simplification of student lending, reduced loan options, and new repayment options. She also discusses how these changes aim to create incentives for institutions, rather than just borrowers and lenders. Akers addresses concerns about existing loans and programs and highlights the importance of safety nets to make loans affordable for struggling borrowers.

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David Schassler believes gold will hit $5,000 within the next couple of years. His reason: de-dollarization, fueled by recession risks and growing valuations on Wall Street. Axel Merk goes a step further and points to tariffs being another driving force behind gold's growing bull run. He sees trade and financial uncertainty surrounding tariffs leading more investors to move out of equities and move to gold for security.

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Today's Big 3 shows a lot of diversity between industries, though Kenny Polcari notes all have seen significant moves that can ignite further volatility. Kenny talks about why L3Harris (LHX) is in an industry investors "should be concerned about," CrowdStrike's (CRWD) support as it approaches overbought territory, and Groupon's (GRPN) big billings growth. Charles Schwab's Kevin Horner breaks down technicals to watch in all three stocks.

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Ibrahima Tall, CEO of Namib Minerals (NAMM), talks about his company's focus in the gold mining space after it went public last Friday. Namib owns three gold mines in Zimbabwe, though Ibrahima talks about other ways the company diversifies itself with its footprint in the minerals industry. He remains bullish on gold after its price soared in recent months.

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