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"You have to be very cautious, and you can't throw the baby out with the bath water," says Kenny Polcari, making the case that there is opportunity so long as you mind macro risks ahead. He remains overweight in tech but sees opportunities in defensive sectors like consumer staples amid the lingering volatility. In tech, Kenny points to Micron (MU) and other AI memory stocks as key beneficiaries in the AI trade to "amazing" long-term demand. Nvidia (NVDA), Amazon (AMZN), and Apple (AAPL) are the Mag 7 names he favors the most. Kenny then explains why he sees the Fed holding on interest rates in October.

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Henry Schwartz breaks down the surge in options trading, with volume on pace for another record year as retail investors flock to 0DTE and other short-dated strategies. He explains how traders are using options in Nvidia (NVDA), Tesla (TSLA) and Apple (AAPL), while bullish call buying continues to dominate single-stock activity. Schwartz also discusses growing index and ETF options volume, AI-powered trading tools and the move toward extended trading hours.

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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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Crude oil is moving to the downside, but keep your head on a swivel for Friday's trading day, says Kevin Hincks. AI volatility being top of mind for investors is something he believes will lead to steeper volatility on the trading session if the right headline hits. Looking ahead to the Fed's interest rate meeting at the end of October, Kevin offers his takeaways as to whether we'll see a rate hike or hold. No signs of deescalation between the U.S. and Iran keep inflation concerns alive and well for the FOMC.

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The Fed's October meeting on interest rates is up in the air as inflation keeps a chokehold on the U.S. economy. Justin Wheeler offers his perspective on the interest rate outlook as debt liquidity spikes, signaled in part by elevated Treasury yields. The housing market isn't seeing any reprieve, either, something Justin sees struggling for some time ahead as recent homebuyers worry about the value of their homes.

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Eric Beiley discusses why investors are retreating from AI stocks into more defensive sectors. Key factors driving his thesis include mounting geopolitical risk, rising Treasury yields, and caution heading into the upcoming midterm elections. While he believes mega cap names like Microsoft (MSFT) and Alphabet (GOOGL) will continue to show strong earnings growth, he urges investors turn to corners of the market he considers undervalued.

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There's a bull flag set-up James Boyd of Charles Schwab sees forming in Workday (WDAY). Shares have recently consolidated following a steady rally during the back half of the summer. He takes investors through the key levels he's watching in the stock chart to explains why bulls can take command of momentum.

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Crude oil is settling near $96 just ahead of Friday's trading session, though Treasury yields ticked to the upside. Tom White discusses the key moves to watch ahead of the last opening bell of the trading week. One key mover to keep tabs on today: the AI trade, which continues to see lingering volatility from CoreWeave (CRWV) and memory names like Micron (MU). Tom also talks about Tesla (TSLA) and its Roadster reveal that he sees setting the Mag 7 giant's tech bar even higher.

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CoreWeave (CRWV) and other neoclouds plunged on the day before making a sharp rebound into the close. A sixth straight quarter of record net profits wasn't enough to lift TSMC (TSM) shares. Intuit (INTU) rallied after acquiring Sequence, an AI-native revenue management platform. Marley Kayden carries investors through the biggest stories of a volatile trading session.

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Sam Vadas and Marley Kayden turn to key economic data for their top takeaways on Thursday's session. They point to PPI as the day's most important print due to the trends shown in Wednesday's CPI. However, don't ignore retail sales either, which climbed because of the surge in energy prices.

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Michael Monaghan says Anthropic and Iran are the two forces driving the market, with continued AI CapEx and earnings growth supporting stocks while geopolitical escalation remains the biggest risk. He is encouraged by Anthropic’s reported growth and believes its eventual IPO could be a major catalyst for the broader market and AI trade. Monaghan also argues concerns around CoreWeave (CRWV) and AI infrastructure are overdone because demand for compute remains strong.

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