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Jay Pelosky says a market pullback is “healthy” after a 9-day run of green. Comparing the U.S. to the rest of the world, he notes that despite some equity recovery, the U.S. is significantly underperforming. “Any tax cut is going to add to the deficit,” which is bad for rates and against the overall platform of the administration. He thinks we’re in the middle of a global shift away from the U.S. dollar and financial instruments, a major power change. Overall, he’s overweight equities (especially non-U.S.) and commodities.

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Kevin Hincks urges investors to stay alert this week. Most Mag 7 earnings have passed but there's a lot around the economy that can ignite market moves. He's waiting for more commentary from the White House on potential trade deals. On top of that, Kevin points to the Fed's meeting on interest rates. While Kevin doesn't expect rates to change, he says Jerome Powell's commentary will be key. Crude oil's 20% drop is also expected to change the inflation picture.

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Kevin Green suggests a pullback in the SPX is warranted considering it's coming off a 9-day winning streak. For this week, the goal for bulls will be holding the 50-day SMA. Kevin marks 5,700 as the major level of resistance and says there's big breakout potential if it races past 5,800. He turns to the technicals offering support for the bulls through the SPX futures. Kevin later offers a look into an "interesting" divergence in crude oil.

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Ahead of the highly anticipated earnings report from Palantir (PLTR), Rick Ducat and Tom White break down the technical and trading aspects for the A.I. tech stock. On the chart, Rick looks at the recent recovery in shares as they re-test all-time highs. Tom White uses an example options strategy with a neutral to bullish put vertical play.

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Onsemi (ON) bucks the trend and raises its 2Q guidance after "managing" 1Q downturn in its business. Dave Mazza joins Diane King Hall to dive into the semiconductor company's latest quarterly earnings figures. For longer-term, he sees this company as providing the "brains and nerves" for the EV sector and says the components they deliver are so important. He cites tariffs as a potential headwind for the company. Within the sector, Dave says semis are a "have and have not" business pointing to winners like Nvidia (NVDA), but says these companies represent the "tip of the economic spear."

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Michael Underhill points to Argentina's turnaround under Javier Milei as the possible blueprint for Donald Trump's economic plan in the U.S. called a potential recession "transitory." The latest rally for the S&P 500 (SPX) according to Michael is something that "doesn't happen in a bear market." For investing, he calls the 60/40 portfolio "dead" and looks at A.I. power generation closely, while increasing investing in independent power solutions. Ahead of the FOMC meeting, Michael doesn't believe the Fed will cut in the short-term.

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Microsoft (MSFT) starts the new week with a downgrade. Spotify (SPOT) shares slide after one analyst cuts its rating. And, Warren Buffett is stepping down as CEO at Berkshire Hathaway (BRK/B). Tom White has the latest ahead of Monday's open.

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Rachel Dashiell looks at the "rebasing pattern" occurring for Reddit (RDDT) after the company's latest earnings report. With the longer-term chart in focus, she says $80 is the clear support level. The RSI momentum study shows upward movement after hitting that $80 area and says it's trading right near its 200-day moving average.

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Economic data and the FOMC meeting will be key drivers for the market this week, says Kevin Green. He kicks off the week with a look at the markets following a historic winning streak for the S&P 500 (SPX). Any kind of optimism in the ongoing U.S. and China trade talks would a catalyst, but KG believes the India trade deal may already be priced in to the markets. For Japan, he says the rhetoric in trade talks has been something to watch. On crude oil, KG examines latest headlines from OPEC+ policy and provides key levels to watch for the SPX.

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The SPX hit a milestone the index hasn't seen since November 2004: closing higher nine days in a row. It also comes with four Mag 7 companies reporting earnings that showed mostly better-than-expected results. Microsoft (MSFT) led with strong revenue in Azure cloud, though Amazon's (AMZN) AWS revenue ticked slightly under analyst estimates. Apple (AAPL) was the biggest laggard of the group as it navigates China tariffs. Marley Kayden takes investors through the biggest stories of the week.

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