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How much worse can gasoline prices get? It's the question that's always shifting for GasBuddy's Patrick De Haan, and as of Monday, he believes a shift in tone from President Trump will bring prices down. Refining capacity is the sticking point Patrick believes will serve as a lasting headwind for those seeking a cooldown in crude's price action. Rob Thummel adds that record-high diesel will have lasting effects across the U.S. economy.

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A push for stronger AI regulation is something Tiernan Ray doesn't see happening in the near-term. "So much of this technology is shared" to the point that a global reassessment of AI development speed is becoming more unlikely. Tiernan does see cybersecurity names like CrowdStrike (CRWD), Okta Inc. (OKTA), and Palo Alto Networks (PANW) benefitting from the software risks AI creates. Other opportunities he points to include Datadog (DDOG), DigitalOcean (DOCN), and Snowflake (SNOW) among others.

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Marley Kayden and Rick Ducat tackle today's Big 3 by highlighting three stocks surging to the upside on Monday's trading session. Marley talks about the AI-tied headlines behind AMD Inc. (AMD), Intel (INTC), and Arm (ARM). Rick Ducat offers his technical analysis on all three stocks.

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David McAlvany says he's "bearish but not short" on an "expensive" market facing a handful of geopolitical risks. He urges investors to take a deeper defensive positioning and explains why gold has its best set-up "ever." David adds that silver offers a similar opportunity, just with more volatility attached. In crude oil, he discusses the pressures he sees in the commodity keeping prices elevated short-term.

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Macrae Sykes expects big bank earnings to decline sequentially after a record Q2, but still sees healthy double-digit year-over-year growth and a strong fundamental backdrop. He highlights IPO activity like SpaceX (SPCX) and the potential Anthropic deal as key levers for the banks, while noting valuations remain attractive at a discount to the broader market. Tom White then walks through a bullish call vertical trade on JPMorgan Chase (JPM).

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Elena Khoziaeva makes the case for diversification across both geography and market cap, highlighting global and emerging markets along with small caps as key levers. She points to Russell 2000 earnings growth far exceeding expectations and a persistent valuation gap between small and large caps as evidence the small cap rally can be sustainable. Khoziaeva also favors market neutral strategies as a low-volatility alternative to fixed income amid rising rates.

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Talley Leger frames the rate debate through the gap between nominal GDP growth and the ten-year Treasury yield, arguing the carry trade remains intact and supports a risk-on posture. He sees the earnings engine running hot with broadening participation across all eleven sectors, transitioning from tech concentration to tech diffusion. Leger also highlights AI-driven efficiencies and record margins as the key earnings story, while favoring pro-cyclical sectors over defensives.

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Chris Versace explains why falling oil prices may not ease consumer pain, with elevated fuel costs likely to linger into early next year. He sees higher energy prices starting to flow through corporate earnings just as quarterly reporting season approaches. Versace also weighs diplomacy as the next market catalyst and makes the case for a multi-year buildout in chip and data center demand.

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Well Fargo upped is bullish expectations for Meta Platforms (META) by boosting its price target to $796 from $640. Marley Kayden talks about the latest AI developments from the Mag 7 company, including Muse, that are catching attention from investors and analysts alike. Charles Moon of Prosper Trading Academy offers an example options trade for Meta.

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Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D

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Liz Ann Sonders offers a glimpse at the macro backdrop and an aggregate "rerating of earnings." She says the earnings surge sets a very high bar for the income earnings season, something that can become a volatility driver in the weeks ahead. Kasey McCurdy discusses how elevated crude oil prices remain "a bit concerning" for U.S. consumers and explains how he is positioning portfolios for expected volatility. Another point of concern Kasey has: hidden pains in the AI trade.

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