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LikeFolio's Andy Swan analyzes Yeti Holdings (YETI) through the lens of consumer sentiment data, highlighting continued strong demand for the brand's products. He discusses how tariffs, rising competition and inflationary pressures could weigh on margins, while cautioning that the stock's recent rally may have already priced in much of the positive outlook.
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"It's an inflection quarter" for CoreWeave (CRWV), says Mark Gibbens, who highlights the neocloud company's revenue growth and backlog as bullish indicators. Mark adds that a partnership with Nvidia (NVDA) adds to future prospects. Todd Stankiewicz says the earnings show AI demand isn't going anywhere but CoreWeave faces a key challenge in delivering that demand through debt financing.
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TheoTrade's Don Kaufman remains bearish on Caterpillar (CAT) even after the stock slipped from its recent all-time highs, as well as Intel (INTC) as it experiences similar price action. However, he offers a bullish take on Starbucks (SBUX). Don offers example options trades for all of his picks while Rick Ducat offers technical analysis of the stock charts.
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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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National Vision Holdings (EYE) CEO, Alex Wilkes, discusses the company's strong second-quarter results, which topped revenue and earnings expectations and prompted the company to raise its full-year guidance. He highlights exceptional profitability growth despite near-term pressure from an e-commerce transformation and explains why smart eyewear could become a meaningful growth driver for the business in the years ahead.
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Eddie Ghabour is surprised the 10-year yield has not moved much and believes the Fed still has a long road ahead even though CPI shows inflation moving in the right direction. He expects Fed Chair Kevin Warsh to signal tightening at Jackson Hole at the end of August. In equities, Eddie points to a steady rise in the S&P 500 Equal Weight as a clear sign the market environment remains healthy. His stock picks include Eli Lilly (LLY) and Unity Software (U).
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CAVA (CAVA) shares rallied over 10% Wednesday morning after posting an earnings beat that wowed Wall Street. Investopedia's Caleb Silver explains why the report is so significant and the trends it suggests are ahead for the restaurant industry. He turns to what he calls a much different story for Brinker (EAT) even though its Chili's restaurant chain continues to outperform. Tom White offers an example options trade for Brinker.
======== Schwab Network ========
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Alex Coffey discusses CoreWeave's (CRWV) latest earnings which showed revenue doubling year-over-year and a backlog that grew to over $100 billion. However, as Alex explains, not all analysts are turning bullish on the report. Prosper Trading Academy's Scott Bauer offers an example options trade for CoreWeave.
======== Schwab Network ========
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Charles Schwab's Nathan Peterson sees the U.S.-Iran war as the next key road bump after CPI cleared the bar and lowered inflation woes. He expects crude oil to hover between $75 and $90 so long as tensions between the countries don't escalate further. When it comes to the tech trade, Nate has his eye on the PHLX Semiconductor Index (SOX) as AI chips rebound from last month's lows.
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Earnings and productivity improvements will continue to add muscle to the stock market, says Nancy Tengler. She explains how AI is creating an "economy in transition" that's causing some employment displacement but will ultimately lead to a stronger job market. Nancy expects deceleration of earnings growth following two stronger-than-expected quarters, though "we're not slowing down yet."
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CAVA (CAVA) CFO Tricia Tolivar discusses the company's latest quarter, highlighting 9% same-restaurant sales growth and increased customer traffic. She explains CAVA's value-focused pricing strategy, expansion into new markets including Ohio, Indiana, Las Vegas and Northern California, and the company's goal of reaching 1,000 restaurants by 2032, while also addressing talent development initiatives and evolving consumer trends.
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