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A potential Tesla (TSLA) and SpaceX (SPCX) will face lots of regulatory landmines, says Hatem Dhiab. Combining companies will also raise lots of question marks he believes investors aren't considering, especially around Tesla's EV business.

Shares of Deckers (DECK) are taking a step up after earnings, though @LikeFolio's Megan Brantley points out that a "cautionary tale" is beginning form in Hoka. Her firm's data on consumer demand shows Hoka is flat compared to robust growth in On Holding (ONON) and Nike (NKE), even if UGG is picking up some slack. Megan says a rise in purchase intent posts suggest an incoming rise in demand for Hoka, so long as those tentative buyers follow up with a true purchase.

Meta Platforms' (META) AI investment are showing a huge improvement to the company's bottom line, according to Angelo Zino with CFRA. Muse is a pivotal advancement he sees playing a key role in that earnings growth. Yagub Rahimov argues that the growth won't come without headwinds, especially with prominent AI agent competition from Apple (AAPL), Alphabet (GOOGL), and other Big Tech firms. He outlines challenges he sees Muse facing on the enterprise front.

Stephen Sopko of HyperFRAME Research discusses the possibility of a mega merger between Tesla (TSLA) and SpaceX (SPCX) and what a tie-up means for both companies. He notes that a combined company serves as both a bear and bull case for the combined entity. The bear case involves a more intense focus on valuation and conflicting company missions. The bull case? Combining both companies' technologies which can boost AI, FSD, and space capabilities.

Salesforce (CRM) is an important bellwether for the software sector, according to @ProsperTradingAcademy's Mike Shorr, especially after the stock muscled a strong rebound from the SaaS-acre lows. He turns to UnitedHealthcare (UNH) as a resilient stock in a volatile stock market, and points to Tesla (TSLA) pulling back to its 50-day SMA as a bullish indicator. Mike offers example options trades for his Big 3 while Kevin Green turns to his technical analysis of the stock charts.

Is the AI trade getting ready for another leg higher? Dale Smothers believes now is investor "planting season" and buy into dips he expects to rebound. He points to Nvidia (NVDA), Marvell (MRVL), and even CoreWeave (CRWV) as strong buy opportunities on any signs of a turnaround in AI sentiment. Even if crude oil remains elevated, Dale sees the S&P 500 (SPX) hitting 8,000 by the end of 2026.

Henry Greene says Tesla (TSLA) needs to win on the technology behind full-self driving as global EV and autonomous driving competitors catch up to the Mag 7 company. He points to steep competition in China as the biggest hinderance to Tesla's earnings growth. When it comes to talks in merging Tesla and SpaceX (SPCX), Henry believe AI synergies between both companies exist to warrant a merger, though argues it will face regulatory scrutiny. Tom White offers an example options trade for Tesla.

Even though Meta Platforms (META) posted an earnings beat and assured investors that its AI investments are proving successful through endeavors like Muse, the company can't shake concerns that growing CapEx won't pay off. Marley Kayden talks about the biggest metrics behind the social media conglomerate's earnings and how it's affecting analyst views on the Mag 7 stock. Joe Tigay offers an example options trade for Meta.

Recent dovish comments from some Fed members tells @CharlesSchwab's Kevin Gordon that the Fed is becoming more aware of market attentiveness to forward guidance on interest rates. While the housing market remains frozen as mortgage rates stay above 7%, Kevin points to signs of strength he believes won't influence the Fed's hawkish tilt. Nathan Peterson discusses how AI volatility has forced investors' hands in finding the "safest" stocks in the trade. CapEx from Alphabet (GOOGL), Amazon (AMZN), and Microsoft (MSFT) earnings will be the most important metric he's watching next week. Nate also explains how this affects neocloud stocks like CoreWeave (CRWV) and Nebius (NBIS).

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Vast AI demand isn't enough to outweigh concerns of the amount of spending tied to the buildout, says Mike Dickson. He says the scrutiny on growing CapEx is warranted, though he argues not all companies show debt concerns as strong as CoreWeave (CRWV) and Oracle (ORCL). As investors move out of the AI trade, Mike notes the rotation into other sectors as a mid-term positive for the stock market.

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