There's more opportunities in South Korea, says Ryan Myers, who points out AI memory having lots of room to run. His firm remains overweight in companies like Samsung and SK Hynix (SKHY). Among other industries Ryan likes in the years ahead for emerging and established markets: South Korean financials and Chinese construction. He later explains what makes Alibaba (BABA), PDD Holdings (PDD), and BYD Co. (BYDDY) stocks to watch as the AI buildout continues.

Lisa Martin offers more insight into Nvidia's (NVDA) beat and raise quarter by discussing the astronomical expectations into the report and whether the numbers were enough. She talks about the company benefitting from the "hundreds of billions" of dollars dedicated toward AI infrastructure as one that extends the Mag 7 company's runway. Collaborations and securing supplies amid shortages are another factor Lisa believes will be critical in maintaining margins.

"Astronomical" numbers in Nvidia (NVDA) earnings won't be enough to impress investors focused on the future, says Hatem Dhiab. He expects earnings and guidance to be impressive, though Hatem tells investors to look beyond several quarters and instead watch what Nvidia has in store "several years" from now. Nvidia's diversification in the tech space and companies it partners with will be what Hatem considers the true driver in the "Ai economy."

Steven Nigro says investors are becoming more selective in the stock market even as earnings show plenty of strength. He explains how he's helping his clients navigate the sudden changes to the greater market mindset as uncertainty circulates around interest rates. Another monetary landmine to keep in mind: volatility in the bond market.

"Tech is key to this market" and will be for some time, argues Michael Reinking, though keep the recent rotation in mind as investors offload some tech stocks. He adds that pressure coming from the Strait of Hormuz is squeezing price action in oil, contributing to weakness in the stock market.

Talley Leger is surprised to find himself more bullish than expected in 2026, highlighting a still-strong economy and neutral Fed to support his bullishness. He takes a "step back" perspective for investors and touches on how a Kevin Warsh-led FOMC opens the door for a deeper bull run. While there's some weakness in stocks as Wall Street weighs on inflation and job market goals, he tells investors to treat the pullbacks as "gifts, not punishments."

"There are no winners in a trade war," says Michelle Gibley of @CharlesSchwab, who points to consumers as a key losers. She sees that trend holding after the U.S. issued more tariffs against Canada. Michelle adds that the picture will be further complicated as trade relations between the U.S. and China turn murky. Kasey McCurdy tells investors to keep an eye on Fed Chair Kevin Warsh and the FOMC's Jackson Hole symposium. Both address Nvidia (NVDA) earnings as a catalyst to watch.

The U.S.'s "warning shot" to Iran through issuing sanctions is something Peter Tchir sees leading to a "miserable" speedbump between U.S. and China relations. The reason? Crude oil and continued tensions centered on the Strait of Hormuz. Peter adds that the U.S. Treasury's big liquidity boost puts a band-aid over the concerns in yield increases but doesn't cover the core inflation issue.

After Bitcoin touched $80,000 for the first time since May, Cory Klippsten believes this uptrend signals the start of crypto's next bull run. He believes the added liquidity to bonds and liquidized shorts gave new life to Bitcoin, though he remains skeptical of the Clarity Act's power in expanding the runway. Cory sees $100,000 as a milestone that's back on the table for Bitcoin if it can break strong resistance levels and overcome inflation headwinds.

Andrew Wells believes the Treasury's planned liquidity boost to longer-term bonds will add long-term pressure to fixed income markets. He points to the "big move" in yields, from the 10-year to the 30-year, as a bigger warning sign than he believes the Treasury is seeing. Andrew adds to his input by explaining how it all weighs on the Fed's interest rate outlook and this week's Jackson Hole symposium.