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Chi Chen says the bond market may be pricing in too much Fed tightening, as higher rates are already pressuring interest-sensitive areas like housing while inflation remains driven by factors rates may not easily fix. She says the AI investment boom is supporting economic growth and creating significant new debt issuance, though AI could ultimately become a deflationary force. Chen also sees corporate fundamentals as healthy despite weakness in lower-quality credit and expects more AI-related financing to compete with traditional high-yield debt.

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Charles Schwab's Kevin Horner breaks down key technical levels for the S&P 500 (SPX), with a sustained break above 7,800 potentially opening the door to 7,975. He also sees bullish setups in ServiceNow (NOW), which could target 166, and Ulta Beauty (ULTA), where a break above 625 would strengthen its uptrend. The charts continue to show improving momentum and higher lows.

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Amplify ETFs CEO Christian Magoon highlights growing investor interest in concentrated thematic ETFs targeting cybersecurity, semiconductors, Asian memory, quantum computing and robotics. He says AI is fueling cybersecurity demand, helping the Amplify Cybersecurity ETF (HACK), while the firm’s Top 10 ETFs aim to provide higher-conviction exposure without single-stock risk. Magoon also sees concentrated strategies as a way to target emerging AI-related trends more directly.

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Sean Cudahy breaks down United Airlines (UAL) after earnings, as resilient travel demand helps carriers offset higher fuel and operating costs with stronger pricing. He highlights United’s push into Starlink Wi-Fi, airport lounges and its MileagePlus loyalty and credit card ecosystem to attract customers. Cudahy says disciplined capacity and continued consumer spending could help United remain one of the more profitable U.S. airlines.

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The speed of Meta Platforms' (META) earnings growth and profitability path of its Muse AI will be the biggest topics Gil Luria of D.A. Davidson will watch the closest. Meta's CapEx plans are still important as well, especially if the Mag 7 company plans on crating more enterprise scale AI products. Competition from Alphabet (GOOGL), Apple (AAPL), and OpenAI serve as a key headwind. That said, user optimization is something Gil sees as a tailwind for Meta and its user base of billions. Public perception around how Meta uses customer data is what he points to as a key ongoing risk.

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Alicia Reese says Netflix (NFLX) remains well positioned despite an uninspiring quarter, with strong retention and limited churn following price increases. She sees advertising as the next major growth driver, supported by live sports, licensed content and Netflix’s global reach. Reese believes the stock is near a trough, but says Netflix needs to improve its ad-tech platform to fully unlock the opportunity.

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Landon Swan of LikeFolio believes the future for Tesla (TSLA) is really bright with its future prospects in autonomous driving, robotics, and even flying cars through its Roadster demo. He uses his firm's data on consumer sentiment for Tesla and compares it to the stock price to show the opportunity he sees for investors. As Landon also notes, all of this is happening amid merger talks between Tesla and SpaceX (SPCX).

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TheoTrade's Don Kaufman remains a bear for today's Big 3 on expectations that sell-side activity will ramp in the coming trading sessions. He sees a fade occurring in the SPDR Financial Sector ETF (XLF), housing affordability issues impacting Toll Brothers (TOL) long-term, and Alibaba (BABA) continuing a strong downward trend. Don offers example options trades for his picks while Kevin Green takes investors through his technical analysis in the stock charts.

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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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John Conca and Kenneth Suh break down Netflix’s (NFLX) earnings as slowing U.S. engagement, weaker ad revenue and softer guidance overshadow strong margins and cash flow. They discuss competition for viewing time from YouTube and TikTok, and why Netflix may need bigger content swings through licensing deals, live events and sports. Despite concerns that slowing growth could signal a structural challenge, they still see Netflix as a healthy business with opportunities to reaccelerate engagement.

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Tom Essaye breaks down how Middle East disruptions have tightened global helium supplies and pushed prices higher. He explains why the shortage isn’t likely to meaningfully move CPI or core PCE, but could raise costs for semiconductor and memory production at a time when AI infrastructure is already getting more expensive. With helium critical to chip fabrication, prolonged shortages could reduce production, drive memory prices higher and add even more pressure to AI CapEx for OpenAI, Anthropic and hyperscalers.

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