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SLB (SLB), formerly known as Schlumberger, missed on its latest earnings report. What makes this an overlooked stock, according to George Tsilis, is its importance to cyclicality in the oil and gas space. He also explains that the potential pullback in CapEx spend from businesses will pin additional pressure on SLB.

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Phil Streible reviews the week in commodity markets. On the SPX, he sees resistance around $5,700, and is hoping we can hold the $5,500 level. He says industrial focus can boost the prices of silver and copper and normalize the ratio between gold and silver. However, he thinks that the recent volatility has shown investors that everyone should have some gold holdings. He argues that bitcoin has recently broken out of a downtrend, but says risk-off sentiment could cause futures to fall “pretty fast.”

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Charles Schwab's Michelle Gibley notes that markets globally closed higher on the week, saying the "worst case scenario" for tariffs is temporarily off the table. That said, she believes there needs to be more deal details for an uptrend to hold. Mike Townsend agrees, arguing that concrete signs of progress will drive market confidence. Mike points to developments in tax spending as the next hurdle Congress needs to overcome.

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The SPX has a winning week on Wall Street. Consolidation on Friday is something Kevin Green doesn't see as unusual considering the strong rallies earlier this week. What can give bears an edge is next week's economic data, which has a mix of soft and hard prints. That, on top of a slew of new earnings, is something Kevin expects will set up a turbulent week ahead.

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Robert Schein believes Alphabet (GOOGL) will set the tone for Mag 7 earnings on deck this week. He expects to see weaker guidance across the Big Tech spectrum but says the most important numbers will be cloud revenue and A.I. CapEx spend. Robert eyes Amazon (AMZN) as an attractive buy as valuation shrinks back to levels not seen since 2009. One non-Mag 7 company catching his attention: Netflix (NFLX). Its valuation is rich to Robert for now but urges investors to keep an eye on it once price retreats.

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Que Nguyen thinks volatility is going to turn, but in the meantime, it might be a good time to buy. She thinks recession risk is out there, but that a lot of that risk is priced in under the hood. She looks at the healthcare sector, which she thinks can provide protection if the economy falls. She argues that dollar weakness may not continue, and is a proponent of international diversification.

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Exodus CFO James Gernetzke believes Bitcoin is reclaiming its status as "digital gold." He expects the new regulatory environment, which includes a crypto task force at the FTC, will have more people bolstering their digital wallets. He also talks about Bitcoin's role as a stable, non-inflationary asset.

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"We’re in a volatility spiral,” Jacob Shapiro says. He expects a global shift ahead, looking at strong declines in trucking & port data. He thinks Trump is “bluffing on everything” because the U.S. risks a “massive economic catastrophe” otherwise. He thinks we could start to see major impacts in 2Q, including empty shelves at the grocery, and into 3Q if we don’t see any deals made in the next 4-6 weeks. He thinks there is a “5%-10% chance of depression” right now.

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Todd R. Walsh says he’s “never met someone” who could successfully buy the dips & sell the rips during high volatility and advises investors to think more long-term. On Fed cuts, he does not expect the two cuts many traders are pricing in this year. His “base case” is a choppy market and says, “when things get good, don’t get too excited.” However, “don’t get too depressed” either, unless the SPX breaks below $4,800.

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Rob Swanke says P/E ratios across the tech sector have fallen to 24x from 30x. With more Mag 7 earnings coming up, he urges investors to turn to enterprise-focused names as opposed to consumer discretionary. Greg Martin agrees and points to Microsoft (MSFT) and Meta Platforms (META) as two companies on his radar. He warns against Apple (AAPL) due to its China ties amid tariff volatility.

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