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Qwen is the story of Alibaba's (BABA) growth, says Dave Nicholson of Futurum. He adds that it raises "huge price pressure" concerns for Alphabet (GOOGL) and Meta Platforms (META) as Alibaba's model threatens to take more market share. Dave examines some of the other biggest names in Chinese tech, including Baidu (BIDU), as investors express concerns of increased CapEx and shrinking ad revenue. He then turns to JD.com (JD) as a more "traditional" company.

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Meta Platforms (META) "is turning into one of our favorite names," says CFRA's Angelo Zino, who says the core business and growth prospects both appear healthy. The cheapest valuation among the Mag 7 and new products are other key factors he sees buoying the social media giant. Austin Lyons says Meta can use its own AI models to improve ad efficiency while keeping costs contained.

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Bill Davis of Hennessy Funds talks about the state of the rotation trade and how its affecting his firm's view on growth stocks. He explains why the Hennessy Sustainable ETF (STNC) includes stocks like HP Inc. (HPQ), Charter Communications (CHTR), and Quanta Services (PWR) and related peers see stronger upside in their stock prices. However, Bill sees plenty of upside in the AI chip space and names AMD Inc. (AMD) as a key winner.

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Paul McCarthy previews Home Depot's (HD) upcoming earnings report, highlighting concerns around a weak housing market, softer DIY demand, and margin pressure. Using technical analysis, McCarthy suggests the stock could decline toward the $266 level before finding support. He also outlines a longer-term recovery scenario that may not fully take shape until 2027.

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Chris Clarke examines long-term inflation trends and the potential impact of rising treasury yields and interest rates on economic growth. He explains why investors should closely monitor the bond market as higher rates could create new challenges for stocks and the broader economy. Clarke also shares advice for students entering the workforce, highlighting how AI is reshaping career opportunities and skills in demand.

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LikeFolio's Andy Swan previews Home Depot's (HD) earnings report, highlighting a 16% year-over-year increase in consumer demand. He argues accelerating demand and market share gains versus Lowe's (LOW) support a bullish outlook for the home improvement sector. Swan also points to the $1.2 trillion home repair market and potential upside as interest rates begin to decline.

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Nvidia (NVDA) is expected to nearly double last year's revenue in next week's earnings. Adam Coons expects investors to focus on ways the Mag 7 giant will continue its explosive growth. "Pay attention to the chip manufacturers" designing the company's new chips as well, says Adam, especially as demand ramps. Joseph DeYonker says Nvidia stock "still looks remarkably cheap" but warns that a sell-off is likely on the earnings reaction. That said, he calls that sell-off a buying opportunity.

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David McAlvany believes the outlook for crude oil remains highly volatile as the U.S.-Iran war shows no sign of easing as of Monday's trading session. He makes the case why prices can consolidate between $90 and $110 in the near future. David offers his advice on how investors can navigate the lasting volatility in the energy space.

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Monday's Big 3 is focused on the commodity space, as Dan Russo turns to three products he sees holding potential in the coming weeks and months. He walks investors through his key takeaways on the iShares S&P GSCI Commodity-Indexed Trust ETF (GSG), the Sprott Physical Gold Trust ETF (PHYS), and the VanEck Gold Miners ETF (GDX). Rick Ducat highlights the support and resistance areas to watch in the charts.

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Tim Nyland offers his bearish and bullish thoughts for the back half of 2026 on expectations that the Fed will hold interest rates. He considers the broadening price action across Wall Street healthy for stocks long-term as investors reconsider previous views on AI CapEx. Tim sees the Mag 7 as "very, very likely" to regain momentum in the coming months, especially Microsoft (MSFT) and Tesla (TSLA).

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