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4MINDS CEO Ryan Trimberger doesn't see any slowdown in AI demand and believes we're still in the "first inning" of the AI buildout. He points to Meta Platforms' (META) Muse AI agent as a sign CapEx is beginning to offer ROI opportunities. For incoming IPOs like Anthropic, he says the company's "long-term opportunity is definitely there," though he says it needs to show a clearer profit roadmap.

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Meta Platforms (META) reports earnings after Wednesday's closing bell. Tom White takes investors through the stock's "choppy trade" in the last three years through its fluctuations between $280 and $796. On the one-year chart, he highlights a "golden cross" that may signal a bullish trend ahead. Tom turns to an example options trade for Meta ahead of earnings.

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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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AI remains a valid growth driver for companies, which Simeon Wallis argues can afford to increase CapEx on. Even as interest rates climb and energy costs rise persistently, Simeon makes the case evolving technology opens new doors for companies to cut costs. Inflation concerns hitting wage growth will be the biggest red flag he sees hitting his bull case.

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Patrick Ciummo of Charles Schwab points out that the recent boost in Zoom Communications (ZM) shares comes with waning volume near the top of short-term trading action. He explains how that price action plays into a more constructive long-term chart.

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Tech remains vital Wednesday with Meta Platforms (META) and Tesla (TSLA) reporting earnings after the close. Kevin Green takes investors through his market analysis and takeaways on what to expect into the reports. SpaceX (SPCX) surged after its earnings thanks to a strong beat and confirmation from Elon Musk that a special committee has formed to discuss merging it with Tesla. KG notes a rally in Super Micro (SMCI) when it released preliminary quarterly revenue. United Airlines (UAL) didn't move on a double miss and disappointing guidance.

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United Airlines (UAL) posted a "mixed picture at best" with its earnings report, says Marley Kayden, signaling turbulent signs ahead for U.S. consumers. In the tech space, SpaceX (SPCX) beat on its top and bottom line while Netflix (NFLX) missed both. Marley discusses the latest round of earnings with Sam Vadas and Kevin Green to explain the "cautious" tone investors have with all three reports.

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A heavy earnings slate took investors' attention after Tuesday's closing bell. Marley Kayden takes investors through the biggest reports moving markets after hours, including SpaceX (SPCX), Netflix (NFLX), and United Airlines (UAL).

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The tech-led selloff that shaped U.S. markets Tuesday morning began after a new IPO in South Korea saw intense selling action on its first day of public trading. In the U.S., the latest housing data shows no signs of the industry thawing. Sam Vadas and Marley Kayden take investors through the day's final takeaways.

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Dan Rayburn says Netflix (NFLX) delivered a strong quarter, but weaker ad guidance and slowing engagement growth are drawing attention. He sees advertising, international growth and live sports as key opportunities, while Netflix needs to show Wall Street how those investments translate into profits and subscriber retention.

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Zed Francis says rising Treasury yields and weakening bond demand are making markets “wobble,” while investors continue favoring equities. He also sees risks from heavy AI infrastructure spending and market concentration, though strong sector rotation has kept the broader market remarkably stable.

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