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Meta Platforms (META) posting an earnings beat and doubling down on confidence that its AI investments are working wasn't enough to lift markets Thursday. Kevin Green turns to the price action in the tech sector and greater S&P 500 (SPX) to gauge key levels ahead for equities. As for crude oil, KG points to the commodity's move toward $100 as a sign U.S.-Iran tensions will remain a sticking point for consumers and investors alike. He turns to the labor market and how the latest jobless claims print complicates the Fed's upcoming interest rate decision.

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Cybersecurity and robotics companies are the best way for inventors to get exposure to the AI trade. says Amy Zhang. She explains how Cognex (CGNX), Cloudflare (NET), and Okta Inc. (OKTA) have and will continue to outperform markets. Outside her stock picks, Amy tells investors to look for non-commoditized, high-quality mid-caps with strong balance sheets and little to no debt.

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Tiffany McGhee says bonds are "setting the price" for markets even though investors' key focus remains on earnings. As tech earnings continue to raise the bar each quarter, she sees companies like Meta Platforms (META) and Lam Research (LRCX) becoming more crucial to maintaining pace with that growth. That said, Tiffany sees the long-lasting conflict in the Middle East keeping the Fed tethered to fighting inflation without derailing the U.S. economy. All of the economic and geopolitical uncertainty makes gold an attractive commodity to Tiffany.

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CFRA's Garrett Nelson says Tesla (TSLA) earnings were better than expected with its positive cash flow and signs that shifting revenue flow is helping margins. When it comes to timing, Garrett emphasizes to take roadmaps on new products like its Roadster with "a grain of salt." While he doesn't see the flying car generating significant revenue for years, he believes Tesla's full-self driving capabilities will. Garrett weighs the value a tentative merger with SpaceX (SPCX) will bring to both companies.

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Stalling earnings growth for companies like OpenAI is a strong warnings sign for Crescat Capital's Kevin Smith. He believes there's appetite for OpenAI and Anthropic, though both companies' valuations keep Kevin from being a bull on either. So, how should investors fearful of valuations and ballooning CapEx position for the current market environment? Kevin says his firm is utilizing put options.

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Jenny Kovacs sits down with Charles Schwab 's Jim Ferraioli to discuss how midterm elections and a tentative change of Congressional leadership will impact Bitcoin, Ethereum, and other cryptocurrencies. Jim makes the case the "noise" will have less of an impact than many investors believe, though a tentative selloff is something he sees creating a "buyable dip." He then turns to a potential revival in the Clarity Act and how new policy will affect crypto into the end of 2026.

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Investors now have their first round of Mag 7 earnings with Meta Platforms (META) beating Wall Street estimates and doubling down on AI endeavors. Tesla (TSLA) beat but took a hit in its energy business. Marley Kayden, Sam Vadas, and Kevin Green turn to the Big Tech movers and explain how the reports will shape the tech sector ahead. They also turn to earnings from IBM Corp. (IBM), Lam Research (LRCX), and Texas Instruments (TXN).

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It's another big evening for Big Tech earnings. Marley Kayden takes investors through the key metrics in reports from Meta Platforms (META), Tesla (TSLA), and IBM Corp. (IBM).

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Nvidia (NVDA) CEO Jensen Huang is doubling down on the Big Tech giant's data center involvement through a slew of announcements at GTC in Berlin, including a new partnership with Dell Technologies (DELL). In South Korea, Elice rebounded after a disastrous IPO debut in public markets. Marley Kayden and Sam Vadas take investors through their final takeaways of the session.

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CarGurus’ Kevin Roberts says auto affordability remains strained, with buyers gravitating toward lower-priced and used vehicles even as demand holds up at the high end. He highlights hybrids as the strongest-growing powertrain, led by Toyota, while automakers recalibrate EV strategies toward cheaper models. Roberts also discusses Chinese EV competition, rising ownership costs and the shift of priced-out new-car buyers toward nearly new and older used vehicles.

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