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Zach Hill remains cautious near term amid earnings, geopolitical uncertainty and the midterms, but says AI CapEx remains the market’s most important driver and he would buy further weakness. He favors AI infrastructure, metals and mining, materials and industrials, while using bonds, TIPS, natural resources and international diversification to hedge inflation and a potentially weaker dollar.

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Charles Schwab's Rachel Dashiell analyzes the S&P 500’s (SPX) rebound, warning that low volume and volatility could put key support levels back in play. She sees a bullish breakout in Mastercard (MA), with $600 as an important support level, while BlackRock (BLK) is building an inverse head-and-shoulders pattern after earnings. She says strengthening momentum and volatility could set up further upside in both financial stocks.

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Global X ETFs' Pedro Palandrani discusses booming ETF demand and how investors are seeking targeted exposure to the next wave of AI investment. He highlights opportunities in MLCC electronic components tied to AI infrastructure, large language model companies through the LLMA ETF, and small modular nuclear reactors as a potential power source for data centers. Palandrani also expects ETF innovation to accelerate across private markets, prediction markets, thematic investing and international exposure, with the number of ETFs potentially doubling by the end of the decade.

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"There's no way to interpret the prints other than 'we have an inflation problem,'" says Jeff Klingelhofer. He says the Fed needs to address the "demand-side shock" and be willing to have the economy to reach its 2% inflation goal. Jeff also expects a tentative consumer pullback if Treasury yields stay elevated. David Busch adds that softening labor market poses additional challenges to its dual mandate. He now sees a greater investor focus on AI CapEx and ROI companies expect it to bring for the long-term.

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LikeFolio's Andy Swan sees improving sentiment around General Motors (GM), led by stronger SUV and truck demand as EV interest fades. He says GM’s focus on its core vehicles is resonating despite high prices and gas costs, while hybrids offer another opportunity and pure EV buyers continue to favor Tesla (TSLA). LikeFolio gives GM a moderately bullish +33 earnings score, with optimism for 2027 despite price and interest-rate pressures.

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Ahead of IBM Corp. (IBM) earnings Tuesday, Kim Forrest expects the legacy tech firm to face a tough road due to difficulties around large-scale tech deployments. She adds that the field of quantum computing, which IBM has plenty of exposure to, is greatly misunderstood. She says IBM is ahead of the curve in the space but still faces a years-long quantum buildout. IBM's acquisition of Confluence is something Kim says "muddies the waters" to the outlook.

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Max Weinbach turns the pages to the next chapter for Apple (AAPL) and whether its new tech cycle will usher in a true super cycle for the iPhone developer. One way he sees Apple making this push is through its HomeView smart tech that gives it a wider reach in other industries. When it comes to the iPhone Duo, Max expects the Big Tech giant to sell every available unit as the company readies to launch the product this Friday.

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Tesla (TSLA) reports earnings after Wednesday's closing bell as excitement around the Mag 7 giant's Roadster demo lingers. Karl Brauer believes the vehicle's reveal was stunning but has questions around logistics, pricing, and profit potential for the flying car. Steve Westley believes the Roadster is Elon Musk's way of "capturing the imagination" of customers and investors alike. Both also discuss their earnings expectations and chances for a merger between Tesla and SpaceX (SPCX).

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REX Financial’s Bill Birmingham explains why peptides offer opportunities beyond GLP-1 weight-loss drugs, with potential across chronic diseases and significant room for growth. He breaks down the PEP ETF’s exposure to Eli Lilly (LLY), Novo (NVO) and emerging peptide companies like Viking Therapeutics (VKTX), Protagonist Therapeutics (PTGX) and Ascendis Pharma (ASND). Birmingham also distinguishes FDA-regulated treatments from gray-market peptides and discusses how new therapies, supply constraints and M&A could drive the peptide market higher.

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Scott Bauer of Prosper Trading Academy is cautious around the dip-buying activity occurring in AI stocks Monday morning, though he points out trading opportunities in tech and beyond. He sees a likely technical bounce in the cards for Vertiv (VRT), believes CME Group (CME) maintains a strong outlook into earnings, and anticipates a strong risk/reward scenario for Super Micro (SMCI).

Scott offers example options trades for his Big 3 while Kevin Green turns to his technical analysis for the stocks.

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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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