"Wait and see" is the approach for the bond market, says Charles Schwab's Kathy Jones. Tariff and policy uncertainty is the main culprit behind the lack of conviction in movement, as Kathy points to the 10-year yield staying stuck between a 4.2 and 4.3 range. On the Fed, she expects a slowdown of hiring as a catalyst for more interest rate cuts.

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Ross Gerber says Tesla (TSLA) sentiment has gone from "Musk positive" to "Musk negative." He notes people who own Teslas are selling their cars to avoid brand association. Ross talks about what the company, and Elon Musk, need to turn the company around. He believes the CEO needs to separate himself from DOGE and focus on a Tesla turnaround strategy that ups profits and brand image.

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Tom Warsop, CEO of ACI Worldwide (ACIW), a digital payments company, says his platform can handle “trillions of dollars” reliably every single day. His company handles things like wire transfers, debit card charges worldwide, and other similar transactions. “It’s imperative that banks…have the ability to process payments,” he says, explaining that many of their clients are big banks. He talks about their latest quarter and FY25 guidance.

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Jason Coogan puts the recent market downturn into perspective, noting a “lot of put buying” in the second half of February and explaining the impact of the higher VIX. “Short VIX, long stocks have a chance to play out really nicely over the next several weeks,” he says, although he’s more confident on the VIX side of the play.

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Micron (MU) sold off despite its initial post-earnings rally, something that Andrew Graham associates with the choppy market investors are dealing with. He wouldn't buy the stock short-term but would consider it once price "comes in" from current value. Dan Geltrude argues Micron is a buy at current levels, citing its "excellent outlook" in memory solutions.

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"The A.I. spend is real," says Cory Johnson, and he doesn't expect the trade for it to go away any time soon. He argues chipmakers like Nvidia (NVDA) are getting the attention now, but companies like Amazon (AMZN) are making A.I. investments worth watching. He later highlights software companies like Oracle (ORCL) leading the software innovation.

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Andrew Arons believes markets are due for a rebound, calling current prices a "sale" for investors. He points to Meta Platforms' (META) 10-year low P/E ratio and Amazon's (AMZN) reach in the A.I. and retail baskets as bullish signs for the Mag 7 giants. As for TJX Companies (TJX), Andrew notes its response to tariffs as a strong signal of resiliency.

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Chris Vermeulen is bearish on mega and small caps until there's clear indicators the markets will rally off current levels. He urges investors to look into inverse ETFs as a way to play on bearish action. On volatility, Chris expects commodities like gold to move higher, expecting the metal to reach $3,200.

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Azure & Office parent company Microsoft (MSFT) is the subject of this week's Tech Corner. George Tsilis breaks down the company's strong fundamentals, strategic A.I. investments and growth prospects. With intensifying A.I. competition and heavy capex in the space, George points to Microsoft's valuation at a compelling forward multiple.

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Hatem Dhiab says Nvidia (NVDA) is taking the steps needed to lead A.I. innovation for years to come. He argues it has been "hard to impress" Nvidia investors due to macro headwinds and uncertainties the company is tied to. Hatem believes heavy selling in the company's stock makes it more attractive of a buy than recent months.

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