Marley Kayden and Sam Vadas turn to two widely different topics for their final takeaways — from JPMorgan Chase (JPM) CEO Jamie Dimon's comments on credit card rate caps, to the volatile session tied to the nuclear energy trade.

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Nvidia (NVDA) is dominating the A.I. landscape, but the geopolitical tightrope walk between the U.S. and China continues to complicate matters. Rebecca Liao talks about how the Biden administration previously banned the sale of high-performance semiconductor chips to China, a policy the Trump administration has now reversed to accommodate Nvidia's business interests. This move signals a willingness to prioritize business exceptions in the strategic rivalry with China. China stands to gain significant long-term strategic value, accelerating its A.I. development and potentially leading to cheaper, more accessible large language models that could capture greater market share.

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Rambus (RMBS) hit an all-time high on Wednesday, a feat it hasn't seen in over 25 years. George Tsilis sees its cyclical ties to the memory storage space as the main driver behind its record rally. He turns to the tech firm's financials to weigh if the company's growth can support the move higher.

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Shares of ARM Holdings (ARM) slid nearly 40% from 52-week highs. Susquehanna sees more upside, upgrading the stock over recent initiative changes. Rick Ducat shows how ARM is reaching out from a downside channel as a signal for reignited bullish momentum. Options traders aren't showing substantial activity with a "dead even" sizzle index.

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Yogesh Gupta, CEO of Progress Software (PRGS), joins to discuss the company’s latest quarter. The AI software infrastructure company is up over 11% in Wednesday trading. Their acquisition of ShareFile last year helped boost their top-line growth, driving the company to its best-ever year. Yogesh explains how their use of AI is keeping expenses in check while serving clients. “We see [AI integration] as a virtuous cycle,” he says. However, he also talks about some of the downsides of Ai limitations.

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Garrett Melson reacts to President Trump’s announcement that he will not impose tariffs on the EU that were scheduled to go into effect on February 1 as he continues to attempt to take over Greenland. Looking over the economy, he thinks the boost in growth from the tax bill will be limited as it favors higher income earners that are more likely to save or invest money than spend. Markets may be “overly sanguine” on the growth backdrop, he argues.

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Melissa Armo isn't as bullish as other guests when it comes to the market outlook. She urges investors to take profits on substantial gains as she expects volatility to hit portfolios throughout the year. Melissa is a bull when it comes to oil, however, noting that she expects "a lot of upside" in companies like Chevron (CVX).

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Robby Silk and Meghna Maharishi dissect United Airlines (UAL) earnings; the stock rallied after the report. Meghna calls its 4Q “very strong” and is bullish on its outlook for 2026 after a rocky 2025. “As long as premium and international demand hold up” she continues to expect strength from UAL and Delta Airlines (DAL). Robby emphasizes the high-income fliers as well in his outlook for the sector.

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Barry Knapp anticipates broader earnings growth in 2026, predicting broader capex and a recovery in the manufacturing sector. However, it won’t happen right away, especially because he thinks that companies won’t be able to pass tariffs to the consumer. “This quarter’s numbers could be a bit of a disappointment,” he says, as we start seeing numbers from 4Q25. He doesn’t expect inflation to rise, in fact anticipating prices falling across sectors including housing. The biggest risks he sees are in the bond market.

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Breaking news hits the wire that President Trump and NATO agreed on a framework for the future of Greenland. Dave Mazza explains how this headline serves as just the latest as a way to play volatility in 2026. He urges investors to look into high beta names, so long as you stay nimble. Some of Dave's favorite sectors include memory chips like SanDisk (SNDK) and companies driving the robotaxi charge like Tesla (TSLA).

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