Kevin Green breaks down the New Home Sales report and other economic data from Thursday morning. He discusses how the economic trends could change in upcoming reports due to the U.S.-Iran war. KG then turns to the widening spread between Brent and WTI crude oil, why it’s “not normal,” and developments in the Strait of Hormuz. Kevin turns to the metals falling and what they could mean for equities, bonds, and economic growth.

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Ann Miletti discusses opportunities within the market pullback for long-term investors. She explains the catalysts market participants should be watching, including private credit and AI spending. She sees a “great buying opportunity” to diversify outside the U.S., recommending around 5%-10% of portfolios in international markets. She maintains, though, that the U.S. is probably the best place to be.

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Rivian (RIVN) shares accelerated after Uber Technologies (UBER) said it will invest $1.25 billion into the EV company's robotaxi fleet. Diane King Hall talks about how it signals a gear shift in the autonomous driving industry. On the earnings front, Five Below (FIVE) showed what Diane calls "really strong" same-store sales. Elliott Investment is making another stake, this time in Invisalign maker Align Technology (ALGN).

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Tiffany McGhee covers the Fed’s decision yesterday and its higher estimations for inflation this year. She says there were “no major surprises” as they signal “caution, not confidence,” and the main theme remains “uncertainty.” She shares some of her stock picks, including Exxon Mobil (XOM) and NextEra (NEE). She emphasizes the criteria of real assets and strong balance sheets. Tiffany also likes Microsoft (MSFT) but is selective within the tech sector.

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Uncertainty builds surrounding the future of the U.S.-Iran War and crude oil prices, says Phil Streible. Until there's clarity on a timeline to the end of the conflict, he says crude oil will dominate the commodity trade, fuel price spikes at the gas pump, and limit upside in equities. Phil explains how crude oil volatility expands into the Fed's interest rate cutting cycle, or lack thereof if the conflict continues. He later turns to the gold trade as prices for the yellow metal plunge ahead of Thursday's session.

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Tom White analyzes the latest price action in FedEx (FDX) with the company poised to report earnings after Thursday's close. He points out important support and resistance levels to watch while offering an example options trade for the stock.

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The bigger crisis with the Strait of Hormuz isn't oil — it's fertilizer, says Jake Hanley. He walks investors through how disruption in the strait impacts one-third of the world's fertilizer supply and will impact how people across the globe get their food.

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A Morgan Stanley upgrade for Carnival (CCL) wasn't enough to push wind into the sails of the cruise ship company. Charles Schwab's Ben Watson explains how price action in the short and long-term establish key support and resistance levels into earnings.

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Brent crude oil is moving much higher to the upside than WTI, as Kevin Green analyzes what the spread means for supply and demand. KG adds to the macro picture by explaining what it means for the Fed's path forward after the committee voted to hold interest rates. As for Micron (MU), KG believes a high bar and supply concerns added pressure to what many consider stellar earnings and guidance.

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Ben Bajarin takes investors through the gargantuan earnings and guidance beat from Micron (MU) — along with the headwinds lingering over the AI memory chipmaker. Supply and power constraints are the key headwinds facing the company, which Ben says will limit Micron's future upside. He talks about what makes Micron and peers like Western Digital (WDC) and SanDisk (SNDK) different from fabs like TSMC (TSM).

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