Phil Kafarakis, President & CEO of IFMA The Food Away from Home Association, and CFRA's Garrett Nelson break down PepsiCo’s (PEP) earnings beat as the company pivots from price increases toward volume‑driven growth. They discuss rising food volumes, strength in international markets, and how PepsiCo is navigating activist pressure, higher costs, and competitive setbacks. The focus remains on whether expanded promotions and a shift toward healthier products can sustain margins heading into the key summer season.

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Allbirds (BIRD) soared 600% on Wednesday's trading session after making a heel turn from sneakers and into AI infrastructure. David Trainer of New Constructs calls the move a "wild hail Mary" and, more bluntly, a "trick" to renew company value. He goes deeper into the Allbirds business model and troubling signs he saw in the company even before it issued its IPO. David calls it a lesson for investors to properly evaluate a company before buying shares.

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Dan Deming is impressed with the sharp stock market rally to all-time highs, though he urges caution for a potential stall in the price action. For today's Big 3, he sees Pfizer's (PFE) support making a case for a buying opportunity, Visa (V) forming a bottom, and Synchrony Financial (SYF) as a volatile stock heading into earnings. Dan provides example options trades for his picks while Rick Ducat dives into the technical trends he sees supporting Dan's analysis.

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David Wagner explains why the S&P 500 (SPX) continues to push toward record highs, supported by resilient domestic earnings and a strong U.S. consumer. He discusses potential near‑term pullback risks tied to input costs and A.I. spending, while emphasizing the market’s long‑term growth trend. Wagner also introduces a new buffered ETF strategy designed to help investors manage volatility while staying invested at elevated market levels.

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Kenneth Leon previews Netflix (NFLX) earnings as investors refocus on fundamentals following the company’s decision to move on from merger speculation. He highlights pricing power, ad‑tier growth, and operating leverage as key drivers. Tom White outlines a neutral options strategy designed to take advantage of post‑earnings volatility contraction. The spotlight remains on guidance and whether Netflix can sustain its premium growth trajectory.

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After TSMC (TSM) posts a fourth straight quarter of record revenue, Marley Kayden takes a closer look into the company's foundry business to see what's behind the strong numbers. She also highlights tech improvements TSMC is making and weighs on how it impacts margins. Joe Tigay turns to an example options trade for the AI foundry.

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The astounding recovery in the S&P 500 (SPX) is something Liz Ann Sonders attributes to short-term money entering the market entering a "very, very small handful of stocks." She wants to see strength broaden in the index before gaining confidence in the rally. Joe Mazzola adds to the Charles Schwab Big Picture panel by attributing the eye-watering move to hedge funds covering shorts. They offer an in-depth conversation on the flows behind the price action and discuss whether the run higher has more legs.

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Jim Masturzo explains why the U.S. dollar is losing its safe‑haven appeal as geopolitical tensions ease, opening the door for international markets. He discusses stretched valuations in U.S. equities, emerging opportunities in emerging‑market exporters, and why expectations around AI adoption and growth may be overextended. Masturzo emphasizes diversification as a necessary shift for investors concentrated in a narrow group of domestic tech leaders.

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The S&P 500 (SPX) slipped into red territory soon after the trading session began, something Kevin Green is watching in what has been a tech-led rally. As both the S&P 500 and Nasdaq-100 (NDX) test record highs, KG points to corners of the market to mind as geopolitical headwinds linger in the global backdrop. He later highlights strengths and weaknesses in the job market after investors got a hold of the latest weekly jobless claims.

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Jeff Weniger argues the recent V‑shaped market recovery still has room to run and cautions against fading the rally. He points to rotation into financials and technology, strong earnings growth projections, and stabilizing money supply trends as signals that a sustained bear market is unlikely. Despite lingering inflation concerns, Weniger says the backdrop remains constructive for U.S. equities through the rest of the year.

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