Ryan Terpstra, CEO of ITRS, warns that geopolitical stress and cloud concentration are testing the resilience of U.S. financial infrastructure. He explains the risks of hyperscaler dependence, the shift away from “vibe coding” toward agentic AI platforms, and why AI‑driven digital workers are increasing—not reducing—demand for engineers.

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Christopher Davis talks about the uneasiness surrounding the U.S. and Iran and how it detracts from what was a strong earnings and economic outlook prior to the conflict. He then looks into Alphabet (GOOGL) and Microsoft's (MSFT) "hidden assets,' which include portions of SpaceX and Anthropic. Christopher has other picks he sees staying resilient in an unsteady market, from McDonald's (MCD) to Merck (MRK).

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Scott Zari returns to the Watch List and offers the latest updates around the GLP-1 trade and the two companies leading it: Eli Lilly (LLY) and Novo Nordisk (NVO). He sees weight loss drug efficacy being the main decider of who will take the crown. Right now, Scott sees Eli Lilly taking the charge. He sees volume increasing and prices coming down as competition increases.

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Charles Schwab's Kevin Horner says geopolitical risk and key technical levels are keeping pressure on the S&P 500, with bulls needing a reclaim of the 200‑day moving average to regain control. He highlights defensive interest in Altria (MO) and breaks down Chevron (CVX) as energy stocks track oil volatility and potential policy catalysts.

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Bob Shea says market leadership is shifting as investors rotate out of mega‑cap tech and into industrials tied to power, defense, and reindustrialization. He discusses using targeted ETFs like PWRD and BAI to capture AI bottlenecks, highlights gold as a central‑bank‑backed diversifier, and shares his outlook on names including Nvidia (NVDA), Broadcom (AVGO), Vertiv (VRT), and GE Vernova (GEV) amid yield‑curve and Fed uncertainty.

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Kevin Matthews II argues that constant market action is a distraction, not a strategy—especially for younger investors. Drawing on Gen Z investing data, he explains why time, compounding, and patience outweigh chasing trends, and why “boring” investing often delivers the best long‑term results. He also challenges assumptions around homeownership and urges investors to separate entertainment from financial decision‑making.

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"The K-shaped economy is very much applicable to travel," says Landon Swan of LikeFolio, pointing to positive web interest in Delta (DAL), United (UAL), and American Airlines (AAL). For Delta in particular, he believes the airline is the best in the industry due to wealthier consumers still being willing to spend. Landon believes Delta catering to a higher-end consumer gives it pricing and margins power other airlines can't reach.

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Kim Forrest urges investors to "think a little slowly" with the AI memory chip trade. She tells investors questioning the longevity of the industry to look into earnings and tech trends. Nathaniel Bradley, CEO of Datavault AI (DVLT), explains how the AI buildout showcased the need for more memory and opportunities he sees in the current shortages. They both label Micron (MU) as the leader commanding the space. Both guests then turn to the software space and make bullish cases for Microsoft (MSFT) and Palantir (PLTR).

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Sal Mercogliano offers a full picture perspective on the shipping concerns surrounding the Strait of Hormuz. While he sees ships making their way through the strait, it's not nearly the volume seen prior to the U.S.-Iran conflict, and adds they face substantial headwinds. Tankers and natural gas carriers in particular are ones Sal sees facing the greatest risk and will lead to significant energy disruption.

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Today's Big 3 focuses on stocks Aquiles Larrea, Jr. sees as fortresses in Wall Street despite ongoing geopolitical uncertainty. He makes the case for continuing strength in Boeing (BA), Deere & Co. (DE), and FedEx (FDX) and explains why they all have room in a "quality portfolio." Rick Ducat dives into the technical trends behind Aquiles's picks.

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