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Kenny Polcari makes the case that the Nasdaq-100 (NDX) will pull back to 24,000 should tech selling continue to accelerate. He addresses how volatility in major tech names like Micron (MU) and Palantir (PLTR) add to the big swings in the index and offers his advice on how investors can stomach the volatility. One strong bright spot Kenny sees: the S&P 500 (SPX) Equal Weight index, which has rallied as mega caps slide. As polls open across the U.S., Kenny touches on the divisive data center debate and argues that regulation will increase from Congress, though he doesn't see it stopping entirely.

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Marvell (MRVL) shares plunged after announcing it will buy Lumentum (LITE) in a $115 billion all-stock deal. Palantir (PLTR) continues to post impressive earnings backed by more-than-doubled commercial revenue growth. Apple (AAPL) is closing out what CEO John Ternus calls a record fiscal year for the iPhone developer. Marley Kayden take investors through the biggest stories of Monday's trading session.

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CME Group Chairman and CEO Terry Duffy joins Market Overtime to reflect on his career, the evolution of financial markets and the future of trading. Terry shares how he got his start on Chicago's trading floors, the lessons learned from an early-career trading mistake, and how he navigated consequential moments in market history, including the 1987 stock market crash and the 2008 financial crisis. He also discusses the rise of electronic trading, the impact of higher interest rates on markets and the economy, 24/7 trading and cryptocurrency markets.

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ISM & PMI manufacturing data continue to show robust growth even as inflation remains a key overhang due to persistent pricing concerns. Meanwhile, tentative talks between the U.S. and Iran sent crude oil sliding on Monday's session. Marley Kayden and Sam Vadas turn to their final takeaways of the trading day.

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Tiernan Ray helps investors digest Apple (AAPL) earnings and discusses how memory costs are eating into the iPhone developer's margins. He tells investors to keep an eye on what he calls "astounding" entry prices for new products, including its iPhone Duo and new laptops. A weakening China market and decelerating services revenue are other chokepoints in Apple's earnings he points to as cautious signals for forward growth.

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Apple (AAPL) beat on both the top and bottom lines after making an eyewatering $114.5 billion in sales during the previous quarter. iPhone and services revenue bolstered multi-billion-dollar beats, though iPad and wearables, home & accessories revenue missed. Marley Kayden, Sam Vadas, and George Tsilis take investors through the key metrics in the Mag 7 giant's report and gauge expectations for new CEO John Ternus' first earnings conference as the company's leader.

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Futurum’s Dave Nicholson previews Apple (AAPL) earnings, expecting the company to meet a high bar but warning that guidance could be more challenging. He focuses on rising memory costs, pressure on margins and device pricing, Apple’s position in the China supply chain and reports that it has explored CXMT as a lower-cost memory source. He says higher memory costs could become a bigger challenge through 2027, making the holiday-quarter outlook and margin guidance especially important.

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Palantir (PLTR) continues to post impressive revenue growth, with total revenue nearly doubling year-over-year backed by 148% commercial revenue growth. Marley Kayden, Sam Vadas, and Alex Coffey comb through the key numbers in the print and discuss what to expect from CEO Alex Karp's earnings conference.

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Rosenblatt Securities’s John McPeake expects another strong quarter from Palantir (PLTR), forecasting 83% year-over-year growth and a potential guidance raise as customers see significant returns from its enterprise AI software. He points to Palantir’s expanding commercial and government opportunities, strong free cash flow and large addressable market, arguing that a strong report could also reinforce confidence in AI spending and the broader AI trade.

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Jed Ellerbroek expects to see decelerating earnings growth for the AI trade as stocks across the board get pummeled. However, that's not to say Jed doesn't see strengths in tech. He outlines earnings expectations for Apple (AAPL) and its iPhone ecosystem, along with the tone it will set for the AI trade ahead. Sticking with the Mag 7, Jed continues to see a bullish narrative for Nvidia (NVDA) even as Wall Street prices the stock for a ceiling on AI CapEx in 2027. He needs to see accelerating ROI and increasing token costs from companies for the buildout expansion to be justified.

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