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Concentrated earnings growth and robust AI spending have Patrick Mueller saying "it's only a matter of time" before a rug pull tied to missed AI expectations occurs in the stock market. Recent fragility on AI ROI and ballooning debt concerns seen in companies like CoreWeave (CRWV) have him taking a step out of the AI trade. However, he finds investment opportunities in oil refiners and even the AI buildout through the Smart Grid ETF (GRID).

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Bob Lang says strong demand, rising backlogs and attractive valuations make defense stocks like RTX Corp. (RTX) and Northrop Grumman (NOC) buying opportunities, with AI and future defense spending adding to the outlook. He calls RTX his best-in-class pick. Tom White outlines a bullish December options trade on the stock.

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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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Joe Mazzola of Charles Schwab discusses the bounce back in tech after the trading day started in the red because of the cohort. The PHLX Semiconductor Index (SOX) leaping strong off the 11,000 level boosts his confidence that the AI trade can bolster a comeback. However, Joe says a clear path to profitability for AI-tied companies is essential to justify ballooning CapEx. Cooper Howard turns to fixed income and why the 10-year Treasury yield will continue to see lingering volatility as equities stay fragile. He turns to junk bonds and what to watch in that corner of fixed income.

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General Motors (GM) posting a strong earnings beat and confidence in 2027 guidance, topped with a $20 billion share buyback plan, wasn't enough to accelerate the bullish momentum in shares. Marley Kayden explains why she believes investors are taking their foot off the gas. Tim Biggam then takes the wheel and drives investors through an example options trade for General Motors.

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Steven Englander says strong U.S. productivity and earnings, helped by AI, could keep supporting the dollar despite concerns around AI debt, inflation and global deficits. He sees the 10-year yield potentially reaching 5.5%, warns Europe’s fiscal stress is spreading beyond France, and discusses how the midterms could reshape fiscal policy and the AI trade.

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A significant drop in September pending home sales supports the narrative that the housing market remains frozen, according to Kevin Green. He weighs if the industry is reaching a bottom as sentiment sours. KG offers a wider market pulse by examining a tentatively strong rebound day, if not for tech's weakness. A reversal in crude oil's rally offers some reprieve for equity investors. Keep an eye out for earnings as well, says KG, as SpaceX (SPCX) and Netflix (NFLX) ready to report after Tuesday's close.

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Jeffrey Hirsch says the October selloff could offer a buying opportunity as the market enters the historically strong stretch surrounding the midterms and pre-election year. He discusses the Fed, rates, AI volatility and his long-term Nasdaq forecast, while highlighting Vertiv (VRT), Nordson (NDSN) and IMAX (IMAX) as stock picks tied to AI infrastructure and improving fundamentals.

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3M (MMM) ticked higher on mixed earnings report, and as Diane King Hall notes, a partnership with Amazon (AMZN) indicates a commercial milestone for the firm. In tech, Apple (AAPL) shrugged off a downgrade to hold and price target cut from Loop Capital, while Akamai (AKAM) shares slid on an upgrade from Raymond James.

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David Nelson says AI debt concerns are driving investors toward stronger balance sheets, favoring Alphabet (GOOGL) and Nvidia (NVDA) while also finding value in consumer staples and healthcare. He warns global deficits and inflation could keep bond yields elevated, while midterm concerns around AI infrastructure could continue pressuring tech.

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While the AI trade is drifting toward the downside to start Tuesday's trading session, Kevin Hincks notes that tech volatility applies in both directions. He tells investors to watch CoreWeave (CRWV) and other neocloud names, along with AI memory stocks like Micron (MU). Crude oil trading around $100 does no favors in easing investor fears, either. However, as Kevin mentions, SpaceX (SPCX) and Netflix (NFLX) earnings after the close offer a chance to change sentiment.

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