With the Dow Jones reaching a new record high and a "whiplash" of market swings this summer, Erin Gibbs joins Diane King Hall to provide her latest market commentary. She "loves this earnings season so far" but says geopolitical headlines impacting crude oil prices could elevate inflation's impact. Later, Erin makes the case for a few stocks including Antero Resources (AR), Zeta Global (ZETA) and Five Below (FIVE).