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Not every stock is hitting record highs.

The no risk market. 🤔

Disney stock upgraded by Jeffries 'for four primary reasons' yahoo.trib.al/fsb0JFE by Brian Sozzi

Disney stock upgraded by Jefferies 'for four primary reasons' yahoo.trib.al/wHpPZnr by Brian Sozzi

"Younger traders kind of born out of the pandemic have really become the drivers of this market, but they also tend to have shorter time horizons, but are very much believers in that buy the dip," Charles Schwab strategist Liz Ann Sonders says.

“There’s going to be a huge, huge talent pool as everybody adopts this technology over the next few years,” Microsoft AI CEO Mustafa Suleyman says on AI.

Robinhood reveals tokenized stock trading in the EU yahoo.trib.al/fxaU88t by Brian Sozzi

“Really, in the EU, what we’re building is the seeds of what $HOOD looks like if it were built from the ground up on blockchain technology,” Robinhood CEO Vlad Tenev says.

"If you wanted to point to fundamental reasons why the market has done as well as it has, is actually because the Fed is not cutting interest rates," Charles Schwab strategist Liz Ann Sonders told Brian Sozzi. More Opening Bid: open.spotify.com/show/6blmkje6G…

Tesla robotaxi effect $TSLA

"We see a world where crypto and traditional financial services fully merge," Vlad Tenev tells Brian Sozzi as the company rolled out stock tokens to customers in Europe. Watch Morning Brief Market Sunrise every weekday at 7 am: youtube.com/watch?v=KQp-e_…

"It looks as if you're going to continue to see 6% to 7% type of deficit for the next several years," Washington Crossing Advisors portfolio manager Chad Morganlander says.

Almost fits me.

Jed Ellerbroek, Argent Capital Management portfolio manager, says he wouldn’t invest in $INTC today: “Most turnarounds don’t succeed. I think Intel has a pretty tough future ahead of it.”

"No, it's not broken," Argent Capital Management portfolio manager Jed Ellerbroek says on $AMZN ahead of Prime Day 2025. "Amazon stock has underperformed versus other Magnificent Seven names because Amazon is most exposed to the tariff uncertainty."

Amazon Prime Day could crush.🤑

DOGE still likely to show up in this jobs report.

“Rates in our view is still about 100 bps too high,” MUFG head of macro strategy George Goncalves says. “Inflation is proving not to be reaccelerating. The tariffs was the big kind of impediment or the fear that’s been holding back the Fed.”

"These are exciting times for business owners," Secretary Lori Chavez-DeRemer tells @jenniferisms. "They see the power of this president leading the way."

👇Great to be on Yahoo Finance with Brian Sozzi post the optically better than expected NFP… Still think rates are too high for lower income cohorts, small businesses and the government!