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VanEck’s David Schassler argues that markets are transitioning from a focus on efficiency to one centered on resilience, creating opportunities in commodities, energy, metals, and other scarce assets. He explains why gold, natural resources, and infrastructure investments could benefit from structurally higher inflation and growing demand from technologies like AI.
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LikeFolio’s Megan Brantley examines consumer sentiment trends ahead of Delta Air Lines’ (DAL) earnings, noting that demand and DAL’s stock have moved in tandem. She highlights strong growth in premium and business travel, which has helped Delta and United Airlines (UAL) gain an edge over competitors, while remaining cautiously bullish given Delta’s nearly 80% stock gain over the past year.
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Jenna Stauffer and Suzanne Miller examine the growing divide in the U.S. housing market, where luxury home sales are benefiting from stock market gains, AI-driven wealth creation, and cryptocurrency profits while affordability challenges weigh on the broader market. They discuss why Louisville and Indianapolis stand out and what inventory levels, interest rates, employment trends, and consumer confidence could mean for housing going forward.
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For today's Big 3, Dan Deming turns to three stocks he sees fitting the theme of a broadening market as investors rotate out of AI and offer strength for other sectors. He explains why he sees opportunities in UnitedHealth (UNH), Coca-Cola (KO), and Johnson & Johnson (JNJ). Dan offers example options trades for his picks while Rick Ducat highlights ley support and resistance levels to watch in the stock charts.
======== Schwab Network ========
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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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Jason Kim, CEO of Firefly Aerospace (FLY), explains how the company has become involved with NASA's SkyFall mission that serves as a stepping stone to put humans on Mars. He talks about why this partnership and other contracts serve as strategic moves for Firefly as competitors like SpaceX (SPCX), Rocket Lab (RKLB) and AST Spacemobile (ASTS) make their mark in the space race.
======== Schwab Network ========
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Suzanne Porske examines the three themes that shaped the first half of the year—SI, interest rates, and the search for quality companies. She explains how the ongoing wealth transfer from baby boomers is creating opportunities in infrastructure, energy, banking, and healthcare, while emphasizing diversification, estate planning, and long-term financial security.
======== Schwab Network ========
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Caterpillar (CAT) has become tied to the AI trade in recent months, with Jonathan Sakraida pointing out it has outperformed Nvidia (NVDA) and the overall tech sector in the last 12 months. He points to Caterpillar's ever-growing demand for AI data center construction as a reason key reason backing his bullish view on the stock. Jonathan tells investors just to keep an eye on the valuations and tentative supply chain disruptions. George Tsilis turns to an example options trade for Caterpillar.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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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PepsiCo (PEP) sees strength abroad but weakness in the U.S. Marley Kayden walks investors through the legacy snack and drink company's earnings and explains why domestic revenue is continuing the stock's downslide. Joe Tigay offers an example options trade for PepsiCo.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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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Despite the June jobs report coming in weaker than expected, Charles Schwab's Kevin Gordon considers the inflation story the main focus of the Fed's forward momentum. He urges investors pay attention to the impact it will have on American wallets, as a significant shift in wages will push the Fed toward stronger interest rate hikes. When it comes to markets, Kevin talks about the "MUSES" versus the "AAMMO" as Micron (MU), Samsung and SK Hynix poses new dynamics for Alphabet (GOOGL), Microsoft (MSFT), Meta Platforms (META) and other hyperscalers.
======== Schwab Network ========
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Jordan Rizzuto explains how rising oil prices and strength across commodities are creating a fresh inflationary impulse in the U.S. economy. He discusses the long-term bull case for base metals driven by AI and infrastructure demand, and why supply-side inflation presents a unique challenge for the Fed.
======== Schwab Network ========
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