Kevin Davitt lays out his expectations for Apple (AAPL) earnings and post-report moves after Meta Platforms (META) and Microsoft (MSFT) moved opposite ways. He explains why the SEC has expanded the Monday and Wednesday expiration cycles and the work that Nasdaq has done to assist. He calls it a “demand-driven expansion” as more investors are accessing options, and says “ultimately, we have to balance the desire to grow the market…with the demand for an orderly marketplace.”

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David Dziekanski of Quantify Funds discusses his firm’s recent ETF launches, including one that allows access to cryptocurrencies other than Bitcoin. Another is a Bitcoin and gold ETF, BTGD. He stresses the tax efficiency and ease of trading for ETFs. He discusses the “4-year cycle” of Bitcoin and how it is affecting who is interested in buying crypto. David believes crypto and gold are both good plays as the U.S. continues to let its currency weaken.

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Mark Thumser, CFO of MUFG Americas, discusses how the bank is financing data centers to boost the AI revolution. He introduces MUFG Americas, calling it a “structured solutions house,” and explaining the kind of banking that it does. He believes AI is going to be the biggest industrial transformation in the world’s history and is “playing the long game.” Mark also talks about his outlook for U.S. economic risks and why he anticipates 3-4 rate cuts this year.

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After Microsoft (MSFT) sold-off following earnings, Jim Thorne says markets are currently favoring hardware as the AI infrastructure buildout continues. However, he makes the case for software to outperform on hardware's back foot. Jim still labels Nvidia (NVDA) as the dominant AI company and favors it moving forward. As for other opportunities, he likes Bitcoin at its current price and expects the cryptocurrency to see more inflows as the gold and silver trade cools.

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Microsoft (MSFT) sold off on earnings while Meta Platforms (META) rallied. Michael Ni believes that happened because of how each company is backing margins through CapEx spending. He points to Meta's AI integration for advertising as the strongest point, while noting Microsoft's narrative as unclear. With that in mind, Stephanie Walter still cites Microsoft Azure growth as robust. She makes the case to Microsoft's sell-off as unwarranted.

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Tesla (TSLA) is putting it automobile business in the backseat. CEO Elon Musk doubled down on robotaxi and robotics in Wednesday's earnings call. Hatem Dhiab calls Musk's decision a "hard reset" which changes the direction of the company that adds short and mid-term pressure for the Mag 7 giant. From full self-driving to Tesla's investment in xAI, Hatem highlights the road ahead for the firm's autonomous and robotics future.

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Likefolio’s Andy Swan covers Visa (V) before its earnings report. He notes spending is very different across the K-shaped economy, which continues to divide, and he believes the top tier is doing “all of the heavy lifting.” “Visa ultimately is a play on the consumer,” Andy notes, and it “looks pretty good here.” He thinks the company has executed well in the past and will continue to. Andy also covers Trump’s desire to cap credit card rates and how the company could be impacted.

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Tesla (TSLA) beat earnings and showed dedication in ramping up robotaxi and robotics. However, it will pull back on EVs by discontinuing its S and X models. Steve Westly believes the Mag 7 company is driving down a dark road, pointing to steeping competition in the U.S. and abroad. He poses the question to Tesla: "how do you keep that huge P/E ratio up" with headwinds ahead? CFRA's Garrett Nelson adds the conversation by explaining how the "disconnect" in share price to earnings growth can come back to bite shareholders.

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Joe Cavatoni with the World Gold Council talks about the yellow metal itself and ways investors can navigate it in 2026. After gold's explosive 2025 uptrend into the start of the new year, Joe urges investors to look ahead to economic factors in the U.S. and abroad to determine how much exposure they want to gold. He projects more upside with near to mid-term volatility.

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Joe Tigay tells investors to stay nimble amid Thursday's market downslide. As for his Big 3, his attention turns to Big Tech and big oil for trading opportunities. Joe explains how Palantir's (PLTR) pullback, Exxon Mobil's (XOM) surging energy play, and Alphabet's (GOOGL) wide tech reach each hold their own bull cases. He offers example options trades for his Big 3 while Rick Ducat breaks down the price action through analyzing bullish and bearish trends.

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