Market Check

Payne Capital Management president Ryan Payne and Bullseye American Ingenuity Fund portfolio manager Adam Johnson break down the market rally, strong earnings, falling oil prices and what Meta and Microsoft earnings could reveal about AI spending.

Stuart Varney kicks off Monday's market report, noting falling oil prices and interest rates leading to a stock market rally. He covers Big Tech's AI spending ahead of earnings, stable Treasury yields, and national average gas and diesel prices.

Laffer Tengler Investments CEO and CIO Nancy Tengler joins ‘Mornings with Maria’ to discuss the AI-driven tech sell-off, why she remains bullish on the Magnificent Seven and why strong economic growth continues to support markets.

Slatestone Wealth chief market strategist Kenny Polcari discusses whether investors should sell the Magnificent Seven and the Nasdaq's recent pullback on ‘Varney & Co.’

American Express reports strong Q2 earnings, with revenue up 10% and EPS beating estimates. CEO Stephen Squeri highlights robust consumer confidence, lowest delinquency rates, and a significant 40% year-over-year increase in Gen-Z spending.

Motley Fool Asset Management portfolio manager Shelby McFaddin discusses the impact of Alphabet Inc.'s artificial intelligence spending on profits and Apple's market strategy on ‘The Claman Countdown.’

Lee Munson, president and CIO of Portfolio Wealth Advisors, assesses the current earnings period, expressing concerns that the AI trade market, heavily reliant on beating expectations, could face a major sell-off if profitability lags.

Citi Global Chair of Banking Leon Kalvaria discusses ‘strong’ interest in the U.S. market, the outlook for mergers and acquisitions through 2026 and China's latest efforts to stabilize its technology sector on ‘Mornings with Maria.’

Osac Chief Market Strategist Phil Blancato advises investors to strip emotions from their investment decisions.

Cathie Wood, ARK Invest CEO, discusses the vast investment opportunity in AI. She highlights SpaceX as potentially the most important company in global history due to its space exploration, launch capabilities, and global communications network.

Daniel Newman, CEO of The Futurum Group, discusses UBS's projection that Micron Technology will generate $400 billion in free cash flow by 2028.

'Mornings with Maria' host Maria Bartiromo discusses the escalating AI arms race with China with Sebastian Kurz, co-founder of Dream Security and former Austrian Chancellor.

Markets retreat as chip stocks extend their sell-off while Chevron pursues new Iraqi energy investments aimed at reducing reliance on the Strait of Hormuz amid escalating tensions with Iran.

Mark Mahaney from Evercore ISI discusses Netflix's stock decline after reporting slower growth for the second consecutive quarter. He notes market concerns that the streaming giant's rapid growth days are behind it.

Morgan Stanley Executive Director Jim Lacamp discusses how investors should navigate market volatility and whether staying invested this summer is the right strategy on ‘Varney & Co.’