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The pick and shovels behind the AI trade are getting more favorable coverage from analysts, seen in Wells Fargo's price target hikes in ASML (ASML), Applied Materials (AMAT), KLA Corp. (KLAC), and Lam Research (LRCX). Marley Kayden walks investors through the analyst note and offers more insight on why firms are turning bullish on these names. Prosper Trading Academy's Charles Moon offers an example options trade for KLA Corp.

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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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There's an uptick in ship crossings through the Strait of Hormuz, says Charles Schwab's Kevin Gordon, believing it offers a small reprieve for the energy trade. He sees Micron's (MU) earnings and this week's inflation prints as prominent catalysts to move markets. Michelle Gibley sticks with the AI trade by explaining what the MSCI reclassification means for global stocks, including South Korean tech giants Samsung and SK Hynix.

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Rachel Ziemba examines Alan Greenspan’s legacy and the Fed’s current policy challenges in a supply shock-driven environment. She highlights the impact of fiscal spending, the disconnect between oil prices and rising rate expectations, and persistent inflation pressures. Ziemba also warns of volatility ahead in the oil market, with U.S. negotiations and Iranian oil waivers adding further uncertainty.

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Mark Gibbens expects a 2.5% to 3% increase in economic data like GDP before the year's end, pointing to easing geopolitical tensions and the AI trade offering a lift for the U.S. Sticking with AI, he likes AMD Inc. (AMD) and sees it holding a strong edge in the chipmaking space even as Nvidia (NVDA) maintains leadership. He also expects Credo Technology (CRDO) to gain traction as the company gets an outperform rating from Evercore ISI. Mark then points to Goldman Sachs (GS) as a beneficiary from the booming IPO market with debuts like SpaceX (SPCX) and Cerebras (CBRS).

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Micron (MU) is entering a new strategic partnership with Anthropic as Needham raises its price target on the AI memory stock. Credo Technology (CRDO) gets a new bull in Evercore ISI after it initiated an outperform rating. AbbVie (ABBV) aims to acquire Apogee Therapeutics (APGE) for $10.9 billion. Diane King Hall highlights the top moving stocks into Monday's trading session.

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"It's almost like there's two wars going on" and "both of them have to be controlled" for the Strait of Hormuz to fully reopen, argues Kevin Hincks. He points out that it's not just the U.S. and Iran conflict, but also Israel and Lebanon creating lasting geopolitical friction. On equity movers, Kevin has his sights set on Micron's (MU) earnings Wednesday as the stock rallies 300% so far in 2026.

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Patrick Fruzzetti warns the market is showing signs of irrational exuberance, particularly in semiconductors, even as the U.S. consumer remains strong on solid retail sales. He points to inflation risks, geopolitics, and the Fed’s influence on the bond market as key drivers of rising rate pressure. Fruzzetti expects bond market stress to spill into equities, leading to increased volatility despite ongoing momentum.

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Marvell (MRVL) debuted on the Nasdaq-100 (NDX) at the start of Monday's trading session just as shares continue a run near all-time highs. Rick Ducat points out the stock's stellar run compared to other names in the AI hardware stack. He outlines key support and resistance areas to watch in the stock chart and offers an example options trade for Marvell.

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Markets are holding up very well considering typical June weakness during midterm election years, says Wayne Kaufman. He points out Kevin Warsh's "tempest in a teapot" comments on the AI trade, explaining how it leads into the new Fed Chair's goals to tackle inflation. When it comes to downside risk, Wayne tells investors to keep on eye on the U.S.-Iran conflict and crude oil prices.

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Alan Greenspan has passed away at the age of 100, as Ben Emons recaps the former Fed Chair's "irrational exuberance" view of the stock market as ways his legacy lasts today. When it comes to the current Fed Chair Kevin Warsh, he aims to set a new legacy with his stance on interest rates and inflation. Ben makes the case that rate hike probabilities will come down as long as the Strait of Hormuz fully reopens soon.

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