While Intel (INTC) earnings and other Big Tech companies took plenty of market attention, one stock that surprisingly slid under the radar was Tesla (TSLA). Marley Kayden and Sam Vadas talk about the robotaxi updates driving a rally in shares. They later turn to the general rotation trade as investors look for other flights to safety.

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Futurum president Dan O'Brien joins Market On Close minutes following Intel's (INTC) earnings sell-off. Beats across the fourth-quarter report leads Dan to believe the selling action came from guidance. Even with some restraints, Dan expects Intel CEO Lip-Bu Tan to lead a strong company turnaround with a laser focus on its foundry business. Inking a deal with a Big Tech firm like Apple (AAPL) or related Mag 7 company is what he sees investors wanting the most.

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After Intel's (INTC) stock hit a 4-year high on Thursday, shares slid after the closing bell despite posting an earnings beat. Marley Kayden, Sam Vadas, and Kevin Green break down the legacy tech company's report as the numbers hit the wire to explain how guidance played a role in the volatile price action. Shares of Capital One (COF) also sold off, though its earnings weren't the main culprit to the downside move.

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The bull market is still going this year, says Henry Greene, and sees enthusiasm in China’s tech sector and inflows into KraneShares’ China Internet ETF (KWEB). Potential AI spinoffs from major companies like Baidu (BIDU) and Alibaba (BABA) are “even more positive for investors.” He considers Chinese companies in the space undervalued compared to U.S. peers and discusses how they can catch up. Henry also looks at its EV sector and what to watch in solar.

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Intel (INTC) rallied more than 45% in the first three weeks of 2026 and hit a four-year high on Thursday just ahead of its earnings. Rick Ducat analyzes the stock's bearish and bullish technicals minutes before the report to show key levels where shares can catch support or continue momentum. He later turns to heightened options activity to show where traders expect price movement.

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Joe Brusuelas sees no catalysts to increase monthly hiring but thinks the labor market is making enough new jobs to remain stable. He anticipates inflation around 3% and explains how that will affect financial markets vs consumer sentiment. Joe doubts the Fed will move rates at its upcoming meeting but sees the press conference afterwards as incredibly important as Powell is asked about Fed independence. He is “quite concerned” about new Fed members who just want to cut rates rather than looking at the data; all his indicators say the Fed has eased “a little too much.”

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Philip Straehl expects two Fed rate cuts in 2026, one in the first half and one in the second, coming after Powell’s term as Chair ends. He talks about how labor market trends are bolstering his prediction. He has a “constructive outlook” on 1Q earnings and is focusing on AI capex commitments. Philip also sees opportunities overseas with a focus on AI and quality.

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Countries across the globe are looking for their slice of the pie when it comes to securing their own sovereignty, says Benoit Gervais. He argues commodities are of critical importance to investors once again as geopolitical tensions heighten and uncertainty grows. Benoit talks about how a continuing oversupply of crude oil will keep prices down for the U.S. and other western countries. As for metals and rare earth, Benoit believes tech's necessity for copper and silver will only accelerate.

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Ryan Stever and Jason England share their takeaways from the PCE data today. Jason notes that inflation is still sticky and believes members are still concerned; however, because of the labor market recovery, they can stay in a holding pattern. On the other hand, Ryan highlights strong wage growth and continued consumer spending. However, he spots issues in the labor market for middle management and recent grad students.

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Brett Meyer highlights the comeback of small caps and cyclical sectors as the current administration tries to run the economy “pretty hot.” He shares an ETF from his firm, Towle & Co., and their investing philosophies and strategies. He sees concentration risks in indexed exposure and a “real shift” in market sentiment since the Nasdaq-100 peaked last year. Brett predicts another 10% growth from small caps before the end of 2026.

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