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Broadcom (AVGO) shares fell on earnings even though the company posted strong earnings. Melissa Armo says it's interesting considering Nvidia (NVDA) and some of the other AI chipmaking peers rallied after their earnings. Jay Hatfield attributes the selling action to a "hedge fund blowup" as Wall Street reanalyzes exposure to the AI space. The panel analyzes where Broadcom stands in the greater AI trade and as Jay sets a $450 price target.

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ProcureAM's Andrew Chanin turns to earnings in Planet Labs (PL) and ways AI will shape the satellite company's report. He sees Planet Labs holding "powerful tools" in mapping and tracking, the question lies in when it will turn profitable. Though timelines extend years into the future, Andrew believes a global growth story in space companies set a wide landing pad for growth. He turns to SpaceX (SPCX) and its Starship program as the company proposes a new spaceport in Louisiana.

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Amy Zhang highlights the early stages of AI integration into healthcare, particularly digital biology, where the intersection of life science and computational technology creates a golden age for data-advantaged companies. She points to Guardant Health (GH) and its Infinity AI platform as a standout in the liquid biopsy space.

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LikeFolio's Megan Brantley highlights Lululemon Athletica's (LULU) struggle to resonate with consumers as shifting preferences move away from synthetic fabrics and competition intensifies. She sees potential for a turnaround with new leadership, though demand remains subdued in the Americas.

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As rallies in Bitcoin and Ethereum stall, Adam Lynch takes investors through the price action of both to explain how "psychological levels" are playing a role in the sideways move. Along on Adam's radar: Strategy (MSTR) resuming Bitcoin purchases and perpetual futures for cryptocurrencies.

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NCTA CEO Cory Gardner emphasizes the importance of unlicensed Wi-Fi for innovation and consumer access amid the complex debate over licensed versus unlicensed spectrum. He warns that China is trying to shape global spectrum rules to favor licensed cellular networks, which could disadvantage U.S. manufacturers and consumers.

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The post-earnings surge in Snowflake (SNOW) shares is something Mark Gibbens sees reinforcing newfound market confidence in software. Even though HPE (HPE) did not rally after reporting strong numbers, he says the a still-strong AI story backs the company's momentum. Steve Koenig believes software's resurgence is more "nuanced" and "company specific" than Mark highlights. One corner of the software space he sees gaining strength: cybersecurity, as seen in CrowdStrike (CRWD) earnings.

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Legacy and new stocks take the attention of Dan Deming on today's Big 3. For Verizon (VZ), he sees the company's yield as "compelling" amid all the current risks weighing against equities. Copper and silver's resurgence is something Dan sees lifting Newmont (NEM) shares and believes SpaceX (SPCX) "found its footing" after volatile post-IPO trading action. Dan offers example options trades for his stock picks while Rick Ducat takes investors through his technical analysis of the charts.

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Andrew Arons does not expect to see the volatility the stock market typically sees in September. That said, he urges investors keep cash on the sidelines in the event of a pullback. Stocks on Andrew's buy list include Apple (AAPL), Netflix (NFLX), and TJX Companies (TJX).

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Morningstar Wealth's David Swartz maintains a bullish long-term outlook on Lululemon (LULU) despite low earnings expectations, citing its debt-free status, strong cash flow, and growth opportunities in China and product line expansion. Tom White suggests a cash-secured put strategy for bullish investors to potentially acquire shares at a discount.

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