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Can earnings growth outrun the cost of money? Jeffrey Small says it's getting harder to justify equity investments due to the climb in interest rates, crude oil, and Treasury yields. Meta Platforms (META) earnings and how it will monetize AI is something Jeffrey believes will be a key bellwether in maintaining a strong stock market pulse. Jeffrey remains a bull in Microsoft (MSFT) so long as Azure cloud bolsters the Mag 7 company's cash flow. He expects Nvidia (NVDA) to continue benefitting from the AI buildout, along with Eaton (ETN) as a company that will power those data centers.

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Jack McRoskey calls Meta Platforms' (META) story one of the most interesting in the stock market. With the company's Muse agent proving itself as an AI success story, he says all eyes will turn to the social media giant's future AI outlook, including whether CapEx increases again. Jack argues the earnings will act as a rising tide lifting all boats in the AI trade if the Mag 7 giant ramps up spending once again. Tom White offers an example options trade for Meta.

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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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Netflix (NFLX) posted a double miss on earnings, a report that has investors shaping their outlook on the streaming giant as companies like Skydance (SKYD) pose a larger threat to the company's bottom line. Marley Kayden takes investors through the key metrics in the report and readjusted price targets from analysts. Prosper Trading Academy's Scott Bauer takes investors through an example options trade for Netflix.

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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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Mark Headley argues investors should diversify away from an overweight U.S. position as valuations, higher rates and uncertainty around the AI trade create headwinds. He sees emerging-market opportunities across China, India, Taiwan and Korea, including AI-related names such as Samsung, SK Hynix (SKHY) and TSMC (TSM). Headley remains selective on China as its property crisis weighs on consumers and earnings, while seeing potential in Asian small- and mid-cap stocks, technology, industrials and financials.

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Rachel Dashiell Charles Schwab notes a break in market breadth trends in the S&P 500 (SPX), though the amount of stocks trading above their 200-day SMA is improving. However, volatile downtrends amid lower volume across the index can push the S&P toward its 100-day and even its 200-day SMA. All that said, Rachel sees the possibility this also leads to a year-end rally based on historic trends. As for the Russell 2000 (RUT), Rachel shows how the index is testing a historically strong support level and warns of a death cross should price action break to the downside.

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SpaceX (SPCX) shares continue to fly higher on Wednesday's session as investors see the company's earnings beat, lower CapEx, and tentative Tesla (TSLA) merger as positive signs for the company. Kevin Green tells investors to keep an eye on both SpaceX and Tesla as merger talks materialize, making the case they will trade in tandem until there's a tone shift. Super Micro (SMCI) and its preliminary quarterly revenue report boosted shares after the stock sloped to the downside in recent sessions.

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All of Diane King Hall's top movers to start Wednesday's trading day highlight a cautious tone. AT&T (T) sold off even after a beat and raise quarter due to a cut in its subscriber base. Diane discusses how a volatile energy trade hit United Airlines (UAL) earnings and explains why Arete issued a double downgrade for Fortinet (FTNT).

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Dolly Lenz and Jenny Lenz break down a housing market strained by high mortgage rates, weak builder confidence, falling sales and a severe lack of supply. They explain why luxury real estate remains resilient, why new construction may offer buyers better opportunities, and why they don’t expect mortgage rates below 7% anytime soon. They also discuss the lock-in effect, affordability challenges for younger buyers, weakness in Sun Belt markets like Austin and the pressure facing homebuilders.

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SpaceX (SPCX) is the stock of Wednesday morning, according to Kevin Hincks, who discusses the company's earnings beat and comments from CEO Elon Musk about merging with Tesla (TSLA). Kevin addresses what the tentative merger means for both companies and why it's not a "done deal," even as Tesla incorporates SpaceX tech with its Roadster vehicle. Crude oil shows continued signs of cooling, with Kevin arguing there is plenty of supply and access for the U.S. to obtain it beyond the Strait of Hormuz.

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Tim Holland, CIO at Orion, remains bullish into year-end, pointing to strong earnings momentum, favorable seasonality and improving market breadth. He sees the AI CapEx and data center buildout continuing despite political and regulatory risks, while warning that a sharp spending slowdown could challenge earnings, valuations and large-cap tech. Holland also favors diversification through core fixed income, small caps, real assets and alternatives as higher yields create more opportunities outside of tech.

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