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Jason England says the latest JOLTS report points to a stable labor market, giving the Fed more room to focus on inflation. He discusses the risks of long-duration bonds in a volatile rate environment and highlights treasury option income as a way to capture volatility and boost yield without adding credit risk.
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David Siemer still sees a chance the CLARITY Act gets passed in Congress, but admits it is not a great chance. He addresses the pullback in Bitcoin calling it a "reversion to the mean" as well as the perceived winners in on-chain tokenized solutions like Ethereum. David also weighs in on Michael Saylor and Strategy's (MSTR) decision to sell some of its Bitcoin holdings.
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YieldMax's Mike Khouw discusses several ETF products that tap in to AI and semiconductor themes. He explains the differences in harvesting options premiums and how investors can find exposure levels vary from each ETF. Mike explains reasons why an investor would choose an ETF as opposed to the single stock route.
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Greg Portell and Bryan Gildenberg discuss McDonald's (MCD) earnings and the growing importance of value for consumers navigating economic uncertainty. They highlight stronger international performance, rising consumer stress in the U.S., and why chains like McDonald's and Taco Bell are benefiting as shoppers prioritize affordability and convenience.
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Hendi Susanto visits Nicole Petallides at the NYSE set to preview AMD (AMD) earnings. He believes Lisa Su's company is looking to evolve from just a chip provider to a full stack provider for AI infrastructure use. Hendi says investors should look for data center revenue figures and its AI accelerator business scalability in the report. Lastly, he is eager to hear from management on rising memory costs.
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Alex Roy says investors need to pay attention to free cash flow and see if operating cash flow improvements reveal themselves in SpaceX (SPCX) earnings. The Elon Musk company releases its first earnings report as a publicly traded company after Tuesday's close. Aside from earnings, Alex says this company should be viewed as a telecommunications infrastructure play. He likes the vision of the company, but says a short-term hurdle to prepare for comes after earnings as the stock prepares to unlock shares following its IPO earlier in the year.
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Patrick Kellenberger discusses the evolving U.S. labor market, where hiring has slowed even as job openings remain elevated and layoffs stay contained. He explains how AI is reshaping entry-level roles and why workers must embrace upskilling and AI adoption to stay competitive.
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Sam Vadas cites Palantir (PLTR) CEO Alex Karp's enthusiasm and earnings beat as two primary drivers behind today's surge in share prices. The AI software company notched beats in its U.S. commercial revenue segment and sent the stock to levels not seen since early 2026. Sam shares the Street and analyst takeaways on PLTR, saying there's almost an "August reset" on the overall software trade.
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LikeFolio's Andy Swan makes the long-term case for SpaceX (SPCX), highlighting rapid Starlink subscriber growth and major partnerships with Anthropic and Google. While he expects volatility following the company's public debut, Swan argues SpaceX's dominance in space infrastructure and ambitious vision position it for significant future growth.
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Morningstar's Matt Dolgin says Spotify's (SPOT) long-term thesis "is completely intact" and any weakness after earnings "should be bought." CFRA's Ken Leon has the opposite outlook saying his firm downgraded Spotify to a hold rating. Ken posits the thought that Spotify could eventually be a takeover target in an ever-consolidating media landscape. Both discuss subscriber outlook and AI features being unveiled across the audio-streaming space.
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