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The S&P 500 (SPX) and Dow Jones ($DJI) notched new all-time highs. Marley Kayden recaps a busy Tuesday trading session, including Palantir (PLTR) popping nearly 30% higher after earnings. SpaceX (SPCX) and AMD (AMD) provided postmarket quarterly releases with mixed results.

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Marley Kayden reminds investors that positive commentary from Treasury Secy. Bessent led to a premarket rally in stocks and potentially some relief in crude oil prices. But, she also notes the chipmakers performance as a huge boost to the outperformance in the tech sector with AMD (AMD) looming after the close.

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A busy postmarket earnings slate keeps Alex Coffey and Marley Kayden occupied, particularly with the first-ever public earnings report from SpaceX (SPCX). The duo dive into Starlink figures, subscriber numbers and massive cash piles for Elon Musk's outer space company before turning attention to AMD (AMD). The AI chipmaker fell after an earnings beat, but announced a $5B investment in Anthropic.

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Ambar Bhattacharyya joins Market on Close to explore the use of A.I. in the health care sector. He notes venture capital investors pouring money into the group, with $7.4B already headed to the health care sector so far in 2026. Ambar discusses the use-case of A.I. in medical fields evolving from administrative tasks to clinical augmentation and automation.

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Jason England says the latest JOLTS report points to a stable labor market, giving the Fed more room to focus on inflation. He discusses the risks of long-duration bonds in a volatile rate environment and highlights treasury option income as a way to capture volatility and boost yield without adding credit risk.

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David Siemer still sees a chance the CLARITY Act gets passed in Congress, but admits it is not a great chance. He addresses the pullback in Bitcoin calling it a "reversion to the mean" as well as the perceived winners in on-chain tokenized solutions like Ethereum. David also weighs in on Michael Saylor and Strategy's (MSTR) decision to sell some of its Bitcoin holdings.

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YieldMax's Mike Khouw discusses several ETF products that tap in to AI and semiconductor themes. He explains the differences in harvesting options premiums and how investors can find exposure levels vary from each ETF. Mike explains reasons why an investor would choose an ETF as opposed to the single stock route.

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Greg Portell and Bryan Gildenberg discuss McDonald's (MCD) earnings and the growing importance of value for consumers navigating economic uncertainty. They highlight stronger international performance, rising consumer stress in the U.S., and why chains like McDonald's and Taco Bell are benefiting as shoppers prioritize affordability and convenience.

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Hendi Susanto visits Nicole Petallides at the NYSE set to preview AMD (AMD) earnings. He believes Lisa Su's company is looking to evolve from just a chip provider to a full stack provider for AI infrastructure use. Hendi says investors should look for data center revenue figures and its AI accelerator business scalability in the report. Lastly, he is eager to hear from management on rising memory costs.

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Alex Roy says investors need to pay attention to free cash flow and see if operating cash flow improvements reveal themselves in SpaceX (SPCX) earnings. The Elon Musk company releases its first earnings report as a publicly traded company after Tuesday's close. Aside from earnings, Alex says this company should be viewed as a telecommunications infrastructure play. He likes the vision of the company, but says a short-term hurdle to prepare for comes after earnings as the stock prepares to unlock shares following its IPO earlier in the year.

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