"Demand is not theoretical anymore" in AI, says Lisa Martin, pointing to accelerating compute demand offering a lift for the tech sector. She believes there's plenty of winners in the space, including many that were beaten down like CoreWeave (CRWV), Microsoft (MSFT), and Oracle (ORCL). For Oracle in particular, Lisa points to it as a leader in AI infrastructure. She says Microsoft will gain more AI revenue per user through products like Azure cloud. Tom White then offers an example options trade for the industry leader: Nvidia (NVDA).

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A speed bump in the AI boom may be forming after Broadcom (AVGO) warned that TSMC (TSM) capacity is maxed out. TSMC did not respond to comments on the tentative bottleneck. Marley Kayden expands the scope of this story to explain how it affects Broadcom, TSMC, and the greater AI trade. Joe Tigay offers a bearish example options trade for Broadcom.

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Nate Peterson and Michelle Gibley of Charles Schwab break down the big picture as U.S.-Iran headlines continue to drive market action. Nate looks at the technicals on the S&P 500 and its equal-weight counterpart and how their movements have diverged. Michelle covers the latest economic data and global energy crisis concerns. They then turn to private credit risks as Apollo Global (APO) limits withdrawals.

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David Doyle sees potential signs of stagflation in the PMI report this morning and thinks Powell is keeping his options open on Fed moves. He explains how he’s modeling the economy and what he’s watching for. He thinks consumers “should be able to manage” unless gas prices climb to $6-$7/gallon.

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The PMI composite flash came in weaker than expected, with Kevin Green attributing the report to higher prices and less demand. He explains why the number is troubling when it comes to economic growth. Focusing on the energy picture, KG touches on the latest geopolitical headlines and a Valero Energy (VLO) refinery fire adding more headwinds to a pressured sector.

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Farooq Kathwari, CEO of Ethan Allen Interior (ETD), joins to discuss the “challenging” environment and how the company is navigating it. By focusing business and manufacturing mostly in North America, they are avoiding geopolitical conflict. Delivering directly to clients has allowed them to build a robust logistics network, and client relationships have retained loyalty. Farooq also previews what’s ahead for Ethan Allen in the next few years.

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Apollo Global Management (APO) is limiting investor withdrawals from private credit to 5%, per an SEC filing. This headline also hit alongside a Moody's downgrade of KKR's (KKR) future standard-run private credit fund to junk. Diane King Hall explains how this adds to an already foggy picture for the future of private credit. She then turns to a bright spot for the AI trade: BofA reinstating its buy rating for CoreWeave (CRWV).

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Kevin Gordon covers the relationship between the jobs report and the Iran conflict in influencing the U.S. economy. He looks at short-term impacts and what would realize long-term impacts. Turning to the Fed, he discusses their projected rate cut path for 2026. He explains why gold is falling despite the Iran conflict, arguing that it might be trades unwinding after major gains. “Everything points to housing being in its own recession,” Kevin says.

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Both crude oil and natural gas will rally, just on different time tables, says Rob Thummel. He says the market is focused on crude oil right now but will turn its focus to natural gas months down the road. Rob adds that energy stocks have more room to rally even after the sector's outperformance so far in 2026.

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KB Home (KBH) earnings will offer the latest look into a housing market facing long-term headwinds and economic pressures. Tom White turns to what he considers a bearish technical picture for the stock when examining the stock chart. That said, he offers a bullish example options trade for KB Home.

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