Kevin Roberts walks through the state of the car market. He thinks tax refunds will lead to a strong spring season for the industry, but says the market is still “working through” the Covid impact for used vehicles. Missing supply in the 3-5 year-old range will keep prices high for the next few years, he argues. High rates and the total cost of ownership are pushing consumers out of the sector. Kevin also comments on the state of the EV sector.

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Adam Coons and Ron Westfall break down Cisco (CSCO) earnings as the stock falls more than 10% post-report. Ron thinks that they’re in a “solid position further out,” expecting them to take advantage of AI spending this year. Adam thinks the big story is margins, as they saw a decline in gross margins due to rising memory costs and expect this to be a continuing issue.

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"What we see is clear," says Cory Johnson, Big Tech will spend big on CapEx. He urges investors to follow the money, pointing to chipmakers, networking, and data centers as some of the biggest beneficiaries. Cory adds that risk comes with hyperscalers like Microsoft (MSFT), Alphabet (GOOGL), and Amazon (AMZN) not knowing the scope of AI's future impact. One corner of the tech trade he sees as a continuing winner: memory chips like Micron (MU).

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Planes and automobiles take the focus for Jason Brown (@brownreport) on Thursday's Big 3. He talks about the trends he's watching in Delta Airlines (DAL), General Motors (GM), and Uber Technologies (UBER) while offering example options trades for each. Rick Ducat back Jason's analysis with a look into bearish and bullish levels to watch in the charts.

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Applovin (APP) traded down as much as 20% intraday during Thursday's session. Shay Boloor considers the reaction as overdone, to a degree. He sees the earnings as a strong sign but believes the company needs to "overshare" on its future prospects.

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Sam Miller looks under the hood at the rotation trade and positive signs for equities. The AI trade is changing: capex spend is still staggering, expected to reach $600B this year, but the market is no longer rewarding the spend as business models are called into question. He warns investors against trying to catch a falling knife, urging patience instead. Sam is cautious short-term on cyclicals, calling them overbought, even as he thinks rotation remains the theme of the year.

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Coinbase (COIN) is down almost 50% year-over-year heading into Thursday's earnings after the close. David Siemer remains bullish on the stock and the overall crypto space. He talks about how Bitcoin's correlation to Coinbase can benefit shares long-term. Tom White offers an example options trade ahead of the earnings report.

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Existing home sales saw a drop in January, but as Kevin Green points out, it follows an outsized move to the upside in December. He explains what it means for the housing market's foundation. KG later serves his take on the latest restaurant earnings in McDonald's (MCD) and Restaurant Brands (QSR). On the international front, he talks about the optimism in agriculture stocks as the U.S. readies conversations with China.

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Applied Materials (AMAT) reports earnings after Thursday's closing bell, with Marley Kayden calling challenges in China a sticky point for investors to keep in mind. That said, Marley highlights other corners of the semiconductor material business she sees as tailwinds. Joe Tigay offers an example options trade for Applied Materials.

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Liz Ann Sonders with @CharlesSchwab says AI is passing the "create" and "cultivate" phases and moving into what she calls the "cascade" effect. She talks about how expectations and profits play a key role in the trade's forward momentum. As for what's ahead, Cooper Howard highlights Friday's CPI report and why investors need to look beyond the headline number. He notes bond volatility remains unseasonably low.

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