When asked if the Mag 7 is a buy following the recent pullback, Miramar Capital's Max Wasserman tells investors to turn elsewhere. He believes the amount of questions surrounding CapEx spend on A.I. show more risk than reward. Max talks about value-oriented opportunities he sees in the market, from McDonald's (MCD) to AbbVie (ABBV) and beyond.

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This week on Tech Corner, George Tsilis examines Taiwan Semiconductor aka TSMC (TSM). He looks at the company's expansion internationally and its clientele including Apple (AAPL) and Nvidia (NVDA). George later breaks down the technical levels to watch on the chart as investors and traders alike try to make sense of the fade in the A.I. trade.

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It was a tough week not just for the A.I. trade, but also for crypto. Alex Coffey and Sam Vadas talk about the turbulent trading week and what they're looking for heading into a holiday week ahead.

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Dan Deming weighs in on current market dynamics, noting a significant rotation out of overvalued sectors into underappreciated areas. He cautions that next week's economic data, including PPI, PCE, and consumer confidence, could shift market sentiment. Dan also discusses the perceived overvaluation of high-flying tech stocks like Nvidia (NVDA) and Oracle (ORCL), suggesting a prolonged rotation as the market questions the sustainability of A.I. sector valuations.

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Lisa Flicker shares her perspective on the current U.S. labor market, noting the increased demand for private data due to delays in government reports. She also discusses the real estate sector, highlighting the continued hiring of capital raisers and the emergence of fractional executives. Finally, she explains how artificial intelligence is reshaping job descriptions and organizational structures, not by replacing human workers, but by amplifying their strategic capabilities.

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Eli Lilly (LLY) became the 10th U.S. company to tap $1 trillion in market cap and has outperformed most of its peers, particularly its biggest rival, Novo Nordisk (NVO). Rick Ducat shows just how massive Eli Lilly's run is and highlights how the "red-hot" stock will have to build up its bullish base. He sees a breather on the horizon for the stock. Rick later turns to the options front to show where traders are pricing shares to move.

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John Garner, founder of WeShop (WSHOP), explains how their “shareback” point rewards vs “cash back” point rewards are unique in the industry. The company recently went public, and he discusses regulation difficulties and the difference between U.S. and U.K. markets. WeShop advertises itself as a social-commerce platform that lets users earn equity not only by shopping but by referring friends to the site.

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Jason Blackwell gives his takeaways from this week’s volatility and warns traders that next week tends to have light volume because of the holidays. Because of this, “a little chop” is unsurprising, he says. Looking to next year, he says 2025 was all about AI capex – next year is the show me story. For the Fed December meeting, he’s expecting more dissents, and says investors will need to map out the possibilities carefully going forward.

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Rob Almeida argues, “There might be a little too much optimism about companies’ abilities to cut costs” while sustaining revenue growth, he says. “This isn’t new…investors behave on their worst financial instincts.” He thinks investors are wrong to assume that the characteristics of an AI-driven market (Internet 3.0) will behave the same as during “Internet 2.0.”

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Zach Warring says the U.S. consumer is “definitely trading down” and looking for deals, but spending is much better than expected into the holiday season. He likes Gap (GAP), saying their “turnaround story is alive and well.” Stephanie Cegielski expects “a great Q4,” adding that Walmart (WMT) is “doing everything right.” She thinks some companies may be dealing with business strategy issues in addition to tariff impacts. Both share stock picks in the sector.

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