Paul Golding spotlights PayPal (PYPL) after missing earnings and announcing a surprise new CEO. The stock has crashed more than 19% as of show time. Paul cites management comments in the earnings release and weakness in its U.S. business. “This is a multi-faceted dynamic at play here,” he explains, looking at volumes, take rate, and other factors. He discusses ways to stabilize the business and what he’s looking for in the future.

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FOMO is "very high" for AMD Inc. (AMD), says Marley Kayden, noting the stock's stunning rally over the last 12 months. Her main points of focus for Tuesday's earnings: data center demand and the impact memory chip price increases have on its businesses. Marley tells investors to brace for a "divergence" in reaction even if AMD posts strong results. Tim Biggam offers an example options trade for the stock.

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Tech's the only reason why markets are down to start Tuesday's session, says Charles Schwab's Joe Mazzola. He explains how the heavy-weighted sector serves as a double-edged sword in price action. As for the earnings season so far, Joe says it's interesting how misses aren't punished as much as last quarter. He tells investors to watch AMD Inc.'s (AMD) after-hours print to see if it can continue add muscle to the AI hardware play.

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Jake Dollarhide considers Kevin Warsh the Fed Chair candidate the least likely to agree with President Trump on rates. He thinks Powell has done a “fantastic job” as head of the Fed. He sees either no rate cuts this year, or 2+, calling Warsh a “Jekyll and Hyde candidate.” Jake thinks the rally can continue, noting that 2025 was a great year despite fewer stocks participating in the rally.

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The SPX futures test a critical area of support at the 20-day SMA, says Kevin Green. He tells investors to watch Tuesday's tech weakness, especially in Microsoft (MSFT) and Nvidia (NVDA), to see if traders buy the dip. KG's skeptical on the partial government shutdown and arguments that it will offer a bullish lift similar to last year's shutdown. On the earnings front, KG tells investors to watch Enphase Energy (ENPH) as call activity powers momentum.

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Earnings so far "hit it out of the park," says @MarketRebellion's Pete Najarian. He points to companies like SanDisk (SNDK) and Western Digital (WDC) showing promise for memory chip stocks and believes they have more room to run. When it comes to the metal trade, he expects the same even after silver and gold's recent downturn. Pete's big factors behind his bull case include silver's tie to AI and EVs, along with options momentum reaccelerating for ETFs like SLV and GLD.

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The Street is finally realizing that Palantir (PLTR) is an AI stock, argues Brian Mulberry as the stock pops after earnings. “The market is really looking at software that AI can take over,” he explains, meaning traders need to filter names in the sector carefully. He wants to play “in the middle” between software and memory. His picks now include Emcor (EME), Amphenol (APH), and Lam Research (LRCX). Brian also shares his opinions on the Mag 7 stocks.

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Bob Lang describes how volatility is affecting the market but still has an upbeat outlook for the year. He notes that often “extreme fear” moments are a buying opportunity. “The nice thing about this market right now” is how the market is broadening, with small caps beginning to outperform. Bob also thinks the pullback in Bitcoin could be hitting the bottom and it might be an entry point. His picks include Williams-Sonoma (WSM).

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The AI trade is helping Teradyne (TER), with Diane King Hall pointing to the company's latest earnings as a signal of forward strength. Outside of tech, she notes DaVita's (DVA) earnings beat and guidance above expectations as it recovers from a malware attack. Diane later points to a beat and reaffirmed guidance in PepsiCo (PEP).

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Palantir (PLTR) CEO Alex Karp said the company's earnings "exceeded over our most ambitious expectations." Kevin Hincks talks about what makes the print so notable and how it can lift the entire software space. One macro indicator that serves as a crutch to the market is the partial government shutdown. Kevin later notes Project Vault in the U.S. and why he "wouldn't trust a rally" in gold and silver.

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