Noah Kann reacts to eBay (EBAY) earnings, highlighting the acquisition of Depop from Etsy (ETSY) for $1.2 billion. He notes Depop is popular with Gen Z, whose buying power is only growing. “Sometimes, buying talent and buying a marketplace is a better way to penetrate a new area.” Ebay’s ad revenue is higher as well, and he sees further upside there, stressing that companies selling physical goods need multiple revenue streams.

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Agriculture companies have taken a much bigger investor focus to start 2026, and no company may have muscled more gains than Deere & Co. (DE). Shares of the company have climbed more than 40% in the last few weeks, helped further by stellar earnings on Thursday. Rick Ducat compares the agricultural giant to peers to show how sharp the rally truly is in Deere. He also offers insight into the options front which saw five times its normal activity on Thursday.

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Henry Greene previews Alibaba (BABA) earnings ahead of the company's report next Tuesday. He notes changes the Chinese ecommerce giant has made to adjust itself to the global AI boom, calling it a viable player in the space. Henry compares Alibaba's standing to its international peers and the geopolitical risks it needs to overcome to find footing on the global tech stage.

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Morningstar's Brett Husslein calls Walmart’s (WMT) earnings beat “modest” and notes that while its guidance is conservative, it has a pattern of increasing its expectations for the year as it progresses. He walks through his highlights from the report, including global ad revenue growth and overall margins. However, he has a $62 fair value estimate, a steep drop from current levels. Brett argues that the market expects a lot from Walmart going forward compared to its historical valuation.

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Connor Browne previews tomorrow’s economic data prints, which include a GDP reading and the PCE report. He anticipates a “push and pull” between Fed Chair nominee Kevin Warsh and President Trump as the year goes on. He’s looking for opportunity in valuation dispersion, hunting outside of the large cap names. Connor also gives his perspective on the energy market and the transformation from fossil fuels to renewables. He’s also very excited about agentic AI.

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$70 crude oil will be the "goldilocks" price, says Rob Thummel as the commodity ticks higher due to geopolitical risk. He talks about the risk premium due to tensions between the U.S. and Iran, and how an "oversupply" in oil can mute further rallies. Rob also takes investors through his firm's ETFs that pair energy stocks and AI opportunities together.

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Sal Gilbertie says gold and silver prices are being driven up by fears around conflict between the U.S. and Iran. His firm, Teucrium, specializes in agricultural commodity ETFs, and Sal calls grains a strong diversifier for portfolios. “The agricultural commodities are almost impervious to demand shocks,” he notes, and demand has climbed significantly over the last 60 years. He digs into soybeans, corn, and wheat and their cost of production, along with weather risks.

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Microsoft (MSFT) hit 9-month lows and currently trades around $400 after shares hit $555 last summer. Charles Schwab's Ben Watson highlights key levels in Microsoft's chart that offer opportunities for bulls following the Mag 7 stock's substantial repricing. Kevin Hincks joins later to walk investors through his example options trade for Microsoft.

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Sucharita Kodali calls Walmart’s (WMT) earnings “incredible” for a business of this size and maturity. “They’re not only growing share but they’re executing really, really well.” She believes they’re benefitting from both ends of the K-shaped economy, possibly taking business from malls or other merchants. She thinks its rivalry with Amazon (AMZN) will continue to be a big story as AMZN beat WMT on sales for the first time. Its ad business makes it one of the biggest media companies in the U.S., she argues.

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Jan Rogers Kniffen and Amanda Lai dig into Walmart (WMT) earnings, with Jan calling it the “best retailer in the country” that is performing “extraordinarily well.” He thinks it performed “flawlessly” under its last CEO. Amanda notes that they reported basically in-line and points out that their market cap crossed $1T. Amazon (AMZN) finally ranked ahead of Walmart on sales, but she calls their business mix fundamentally different and thinks it has strong fundamentals.

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