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Wes Cummins, CEO of Applied Digital (APLD), gives more insight into the deal his company and Coreweave (CRWV) recently signed. The company is building the data center facility in a town of 1,100 will offer 250 megawatts of power to Coreweave. Wes notes headwinds Applied Digital faced during the DeepSeek sell-off and how A.I. adoption has only accelerated since.

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Donald Marleau says President Trump's increased tariffs on steel and aluminum will give more power to U.S. steelmakers but notes they will likely pass prices onto consumers. He points to historical stock prices and credit quality trends for steelmakers to show how companies like Cleveland-Cliffs (CLF) and Steel Dynamics (STLD) will likely handle tariff volatility. Aluminum isn't created equal, says Donald, as he discusses ways those tariffs will affect it differently from steel.

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Nvidia's (NVDA) earnings captured the attention of the markets last week, but there are other chip stocks capturing analyst attention today. Jenny Horne talks about why Barclays raised its price target on TSMC (TSM) while downgrading ASML Holding (ASML). She also points to a bullish note on Broadcom (AVGO) from Citigroup ahead of the company's earnings later this week. Rick Ducat dives into the technical trends behind the A.I. stocks.

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Charles Schwab's Joe Mazzola notes today's market action as a positive for investors but shares caution on its longevity. He sees dip-buyers scooping up less equities by the week, as Joe believes bulls are waiting for trade deal catalysts. In the bond market, Cooper Howard tells investors to brace for choppiness. He sees treasuries moving higher while the FOMC juggles a "labor market bonanza" with JOLTS and other labor prints this week.

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Markets repeated Monday's price action by starting the day lower before closing the session higher. CrowdStrike (CRWD) did not join other equities after hours, selling off after posting a mixed earnings report. Constellation Energy (CEG) lost its big rally after signing a 20-year deal with Meta Platforms (META). Dollar General (DG) was the leader in the SPX after its earnings showed strength in the previous and current quarters. Sam Vadas takes investors through the biggest stories of the day.

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Tariffs and E.V. adoption are two major headwinds facing the auto industry. Karl Brauer discusses the impact of tariff uncertainty on car sales and inventory. Despite initial demand surges, Brauer expects a pullback in May, citing "pull forward" sales and inventory normalization. E.V. adoption also lags behind expectations due to range anxiety, limited charging infrastructure, and higher upfront costs. General Motors (GM), Tesla (TSLA) and other E.V. pure-plays may feel the sting of waning consumer interest.

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CrowdStrike (CRWD) sold off after a top and bottom line earnings miss. Current quarter guidance also slipped below Wall Street's estimates, despite raising full-year guidance. George Tsilis and Alex Coffey comb through the report and talk about what's driving the lower move, even with cybersecurity further entrenching itself as a mainstay in the technology space.

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Ben Werkman shares his insights on Bitcoin's (/BTC) run and performance. He also discusses the rise of new players in the space. Werkman sees Bitcoin as a digital gold alternative, reiterating a common Bitcoin-bull belief.

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"We've got to get more nuclear going," argues LikeFolio's Landon Swan. With tech outgrowing efficiency, he sees Constellation Energy's (CEG) deal with Meta Platforms (META) as a big win for the Mag 7 giant. Landon sees the company using that extra power to fuel its abundance of A.I. products. Despite the high price tag, Landon makes the case that "you have to be aggressive" when it comes to A.I. spend.

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With the S&P 500 (SPX) near all-time highs Brian Huckstep urges investors to take a defensive stance, citing concerns over valuations, tariffs, and debt. While tech stocks like Nvidia (NVDA) have led the charge, he believes they may be due for a correction. He also likes TIPS, or inflation-protected Treasuries, as a fixed-income play.

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