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Sam Radwan weighs China’s booming exports and rapid AI innovation against a consumer economy still struggling with weak confidence, real estate problems and youth unemployment. He sees a long-term, L-shaped recovery and says AI-driven efficiencies may actually worsen employment pressures rather than trickle down to consumers. China’s fierce AI competition is producing impressive innovation, but price cuts and margin pressure raise questions about whether many of those companies can turn that progress into profitable businesses.

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"People are starting to question" the AI debt financing story, says Max Wasserman, making the case that investors want to see more profitable use cases for the evolving technology. He still believes in the long-term AI narrative and names Alphabet (GOOGL), Microsoft (MSFT), and Broadcom (AVGO) as winners, though he "wouldn't chase" any at the moment. As far as investment opportunities go, Max favors the energy trade as crude oil prices stay elevated, along with some industrial companies.

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Bitcoin dipped below $80,000 for the first time in roughly a month Thursday before rebounding later in the session. Adam Lynch of Charles Schwab turns to what he's watching when it comes to price action in Bitcoin and Ethereum as they remain 25% and 35% lower year-over-year, respectively. That said, Adam believes Bitcoin trends point to the cryptocurrency's momentum staying intact long-term. He adds that regulation processes in Washington, D.C. are continuing even after the Clarity Act failed in the Senate.

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J.B. Hunt (JBHT) reports earnings after Thursday's closing bell as the stock trades more than 20% off its record high. Rachel Dashiell of Charles Schwab points out that shares are currently trading at a historical support level and offers a slight bullish divergence for the stock's momentum. She turns to an example options trade for J.B. Hunt.

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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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Alphabet (GOOGL) is a uniquely-positioned company in the AI space that has more room to run, says John Belton of Gabelli Funds. Google Cloud is the biggest piece to the growth puzzle, as he points to the Mag 7 giant's vertical integration of the technology as a key indication to long-lasting strength. As for the search business, John discusses how the legacy component to Alphabet has withstood AI disruptions through advertising. He turns to the outlook for Google DeepMind and Gemini as Anthropic and OpenAI bolster their software capabilities.

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Elon Musk is the "Pied Piper" of tech, says Lauren Fix. The Tesla (TSLA) CEO has promised exciting details Thursday night for the company's Roadster vehicle. As she explains, the Mag 7 giant faces steepening competition from both automotive and tech giants alike. CFRA's Garrett Nelson tells investors not to get caught up in the hype and look for a clear release timeline, features, and prices during the demo. He says a $200,000 to $300,000 price tag isn't out of the question. Both guests then turn to a possible SpaceX (SPCX) and Tesla merger and the impacts it will have the Musk-led firms.

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iCapital's Nick Parcharidis breaks down MPIM, an ETF designed to generate higher monthly income through laddered autocallable strategies. He explains how the fund can complement traditional bonds and dividend stocks while using weekly laddering and a coupon-memory feature to help manage market risk and create more consistent income. Parcharidis also discusses how the underlying momentum index is linked to the S&P 500 (SPX), Nasdaq and small caps.

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ICSC President and CEO Tom McGee says consumers remain resilient heading into the holidays, with retail sales projected to grow 4.3% to 4.9% and holiday-specific spending averaging about $650 per person. But spending is increasingly divided by income, with the top 10% of earners expected to spend five times the average while other consumers remain pressured by inflation and prices. McGee also discusses how AI is making comparison shopping easier, why many shoppers still prefer physical stores, and how strong demand has pushed retail occupancy into the mid-90% range.

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LikeFolio's Megan Brantley breaks down improving consumer demand for Walmart (WMT) as inflation pushes shoppers toward value, store brands and cooking at home. She points to lower price complaints, stronger e-commerce trends and growing membership and advertising businesses as support for Walmart’s long-term story. But with the stock trading at a premium valuation, the bar remains high for Walmart to deliver.

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Melissa Otto says TSMC (TSM) earnings were great but believes investors' focus on CapEx and overall AI skepticism has hit the stock. Josh Kaplan shares concerns that cyclicality of the AI chipmaking space may expand as an overhang for the industry. Both guests address these headwinds and how they conflict with rising interest rates, another risk forming in the AI trade.

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