Ahead of earnings, Andy Swan of LikeFolio highlights FedEx’s (FDX) strong run to all-time highs and a 30% jump in web traffic, signaling demand growth. He points to the freight spin-off, AI-driven efficiency gains, and improving customer satisfaction as key advantages over UPS Inc. (UPS) and Amazon (AMZN), adding that aggressive cost-cutting could attract investors rotating away from capital-intensive names.

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Joe Schmitz, CEO of Peak Retirement Planning, urges investors to stay disciplined in volatile markets and avoid emotional decisions. He calls the SpaceX (SPCX) IPO overpriced and warns against chasing hype. Schmitz emphasizes long-term diversification and managing sequence-of-returns risk, especially for retirees.

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The Technology Letter's Tiernan Ray says investors are finally taking profits on AI memory stocks like Micron (MU), SanDisk (SNDK), Western Digital (WDC), and Seagate (STX) among others after parabolic runs. He doesn't believe the trading action is problematic and instead sees investors rebalancing portfolios to find the next big tech trade. Tiernan then outlines his expectations on Qualcomm's (QCOM) upcoming investor day and Nvidia's (NVDA) shareholder meeting.

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Carnival (CCL) reported record revenue, profitability, and customer deposits, but the stock fell as analysts focused on a sharp reduction in second-half guidance. Assia Georgieva highlights CEO Josh Weinstein’s conservative outlook and focus on pricing over occupancy, while Chris Wang points to an EPS beat, strong cost controls, and unhedged fuel costs as a potential catalyst if geopolitical tensions ease.

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Jessica Inskip returns to the Big 3 and offers a glimpse into stocks she sees as beneficiaries in the AI trade. She points to GE Vernova (GEV) as a key player in the data center buildout with a higher margin compared to competitors. Jessica names IBM Corp. (IBM) as a strong multi-faceted tech company and sees Microsoft (MSFT) as an opportunity due to its backlog and expanding AI endeavors. Rick Ducat backs Jessica's insights with a look into key support and resistance areas to watch.

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Ahead of FedEx (FDX) earnings, Christopher Davis highlights key metrics including express margins, cost savings, and potential market share shifts from UPS (UPS). He also breaks down the impact of the FedEx Freight spin-off on results and future positioning. Tom White discusses an options trade.

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Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D

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JPMorgan's upgrade for IBM Corp. (IBM) set the foundation for a rally Tuesday as the rest of the tech sector takes a beating from an AI memory sell-off in South Korea. Marley Kayden walks investors through the upgrade and outlines the bull case JPMorgan sees in Big Blue. Tim Biggam offers an example options trade for IBM.

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Charles Schwab's Collin Martin offers more insight into the Fed's hawkish stance on interest rates, saying he was surprised but isn't changing his stance on projections for the year despite chances of a rate hike increasing. Jim Ferraioli keeps the Fed in mind when he says he's "not too bearish" on Bitcoin's price action even as demand for options puts in crypto-tied stocks accelerate.

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"There is AI fatigue," says Jake Dollarhide, but he says the question lies in whether investors will buy the dip on the South Korean KOSPI's 10% sell-off. The tech trade also faces an environment tilting toward interest rate hikes, as Jake outlines the case for AI investors to find direction amid the current trading outlook. He explains his investment strategy and assesses Kevin Warsh's performance as Fed Chair so far.

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Twilio (TWLO) CEO Khozema Shipchandler discusses the company’s shift beyond messaging into a broader engagement platform built for agentic A.I. He highlights voice A.I. growth and Twilio’s ability to deliver ROI for customers like Lyft (LYFT) and IBM (IBM). Shipchandler also outlines Twilio’s neutral platform strategy and path to durable profitability.

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