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Alex Barron, president and founder of Housing Research Center, breaks down the latest earnings from Lennar (LEN) and what they signal for the U.S. housing market. Reduced delivery guidance serves as a headwind, but improving margins and easing incentives offer signs of improvement as the market works through elevated inventory and affordability challenges. Tom White demonstrates an example trade for Lennar.

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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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Bitcoin is experiencing a "classic bear market," says Charles Schwab's Jim Ferraioli. as the cryptocurrency continues a 50% fade from all-time highs. However, strong support at $60,000 sets a potential floor. Jim explains how bulls have an opportunity to bounce off the key level and retake control of momentum.

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Claudia Sahm says inflation remains relatively narrow despite recent energy shocks but warns the breadth of price pressures bears watching. She highlights a growing disconnect between consumer sentiment and market performance, driven by prolonged inflation and a gradually slowing labor market.

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Steven E. Orr says a potential SpaceX IPO could shift investor focus beyond AI and reinvigorate the U.S. space race. He remains “sideways bullish,” favoring AI infrastructure—highlighting Intel (INTC), IBM (IBM), and Synaptics (SYNA)—along with Constellation Energy (CEG) for nuclear power demand. He also points to L3Harris (LHX) and BlackSky (BKSY) as key plays in defense and geospatial intelligence.

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The AI memory trade continues to surge with optimism from analysts. Diane King Hall explains why JP Morgan raised price targets for Seagate (STX) and Western Digital (WDC) even after both stocks saw strong rallies over the last year. Wells Fargo also upped its price target for Qualcomm (QCOM). In the housing market, Diane notes an earnings loser in Lennar (LEN) after it missed on revenue and deliveries.

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Conflicting headlines on the U.S.-Iran peace talks dragged the highs of early morning trade down near the flat line just before Friday's opening bell. Kevin Hincks offers insight into how traders can navigate the volatility.

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"You can't be hyperbolic enough" when it comes to AI's impact on the markets and the U.S. economy, says Rebecca Walser, making it difficult to gauge valuations for the industry. She adds that CapEx from hyperscalers clashes with rising energy costs as the U.S.-Iran war lingers on. Rebecca says the way AI is financed needs to change for bulls to have a wider runway. On her stock picks, she likes Reddit's (RDDT) ties to LLMs and robust balance sheet.

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Seagate (STX) has rallied strongly with other AI memory chip stocks like Micron (MU) and SanDisk (SNDK), though shares face strong resistance despite getting bullish momentum from analysts. Charles Schwab's Rachel Dashiell highlights key levels investors should watch in the stock. Tom White offers an example options trade for Seagate.

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Andrew Kang, CEO and co-founder of RoboStrategy (BOT), explains how his company is helping other private robotics companies thrive as AI builds use cases for evolving tech. He makes the case that everyone in the U.S. can have their own robot in the not too distant future. Andrew points to the U.S. pushing for a manufacturing uptick as another bullish indicator for the robotics industry gaining steam.

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The NBA Finals, and the intense competition between the Knicks and Spurs, have NBA Hall of Famer and Olympian Spencer Haywood on the edge on the edge of his seat. He also believes the back-and-forth on the court has plenty of business opportunity. He talks about how his upbringing, and that of his family, inspired him to focus more on his future.

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