Sarah Henry expects rising costs from the Iran conflict to further pressure consumers, but thinks big box retailers have built “really defensive business models” and continue to slowly gain share. “The big are getting bigger,” she says, discussing how names like Costco (COST) and Walmart (WMT) are strategizing in the K-shaped economy. Sarah also thinks Amazon (AMZN) is “getting things right.” Tom White offers an example options trade on Costco (COST).

Netflix (NFLX) is raising prices for all tiers of its streaming service, a headline that led several analysts to raise price targets on the stock. Marley Kayden takes a closer look at the analyst moves and why some see a guidance boost for the streaming giant. Dan Deming sees more weakness ahead for Netflix shares before an eventual rebound, offering a neutral to bearish example options trade.

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Consumer sentiment took a sharper than expected plunge as the U.S.-Iran War continues on. George Tsilis turns to this soft data and compares it with market trends while offering a "glass half full" perspective on Wall Street's "rolling correction." He also gauges the difficulty both bearish and bullish traders face with high volatility making swings in either direction very possible.

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"Bounce levels" in the S&P 500 (SPX) will depend on where markets close Friday, says @CharlesSchwab's Joe Mazzola. Market breadth isn't helping push back U.S.-Iran volatility, as Joe points to less than 50% of SPX stocks trading above their 200-day SMA. He's waiting for a market "flush" before fear can truly begin to trickle out of markets. "It's hard for investors to place where they can hide," says Joe, noting headline-by-headline volatility constantly shifting market direction.

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Jimmy Lee thinks it’s “risk off” all around between the Iran conflict, AI spending concerns, and private credit worries. However, he still thinks it can be a good year for markets. He’s more concerned about jobs than inflation and wants the Fed to cut rates. After the market hits a bottom, he likes cyclicals and several other sectors, anticipating a bullish recovery.

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Simeon Hyman covers ETF opportunities he sees, including the Global Infrastructure ETF (TOLZ), Coindesk 20 Crypto ETF (KRYP), and the Genius Money Market ETF (IQMM). He discusses how the latter two give investors access to alternate sectors. He notes money was sitting on the sidelines even before the war and discusses the flow dynamics he expects.

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Markets continue to slide but Wells Fargo sees significant upside in Alphabet (GOOGL). Diane King Hall explains why the firm labels the Mag 7 company as the true AI winner in its price target hike. Most of the Department of Homeland Security obtained funding as a partial government shutdown winds down. It didn't lift airline stocks, though Diane King Hall points to another travel winner from earnings: Carnival (CCL).

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Thierry Wizman is worried about the Iran conflict intensifying over the next few weeks to force Iran to the negotiating table. He expects that markets “will not take this well” and anticipates continued volatility and downward pressure. He highlights construction, especially undersea work, as an opportunity but only after the war ends.

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Nvidia (NVDA) is down 8% in 2026, but as Tom White points out, the stock is likely "settling into valuations" after a stunning three-year run. He then gives investors a closer look into the one-year chart and highlights key support and resistance levels. Tom later offers an example options trade for Nvidia.

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Kalshi, Polymarket, and other emerging prediction markets sent shockwaves through more traditional platforms like DraftKings (DKNG) and Flutter (FLUT). CFRA's Zachary Warring believes "the future is bright" for traditional companies. He highlights ties they have to media outlets and sports partnerships offering a stronger, established foundation.

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