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Ben Emons says hotter inflation, including renewed shelter pressures, could force the Federal Reserve to become more restrictive, with his model putting the odds of an October rate hike around 70%. He also breaks down turmoil in French bonds, where political and fiscal uncertainty is driving investors away from French debt and pressuring European banks. While contagion remains relatively contained, Emons warns higher European yields and tighter financial conditions could still spill over into U.S. markets.

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Paul Baiocchi says stubborn inflation strengthens the case for commodities, with higher gasoline and energy costs continuing to work through the economy. He favors a diversified commodity approach and midstream energy infrastructure, pointing to inflation-protected pipeline revenues and growing U.S. LNG exports. Longer term, he sees AI data centers, robotics, reshoring, EVs and autonomous vehicles driving electricity demand and creating opportunities for natural gas and energy infrastructure.

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Charles Schwab's Rachel Dashiell examines warning signs beneath the market as the S&P 500 (SPX) tests key support, with weakness in tech and momentum pointing to a possible move toward 7,600. She breaks down JPMorgan Chase (JPM), where a potential head-and-shoulders pattern puts the $322 support level in focus. Caterpillar (CAT) is also breaking key technical levels, with $661 emerging as the next support to watch.

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Bill Birmingham of REX Financial explains why chipmaking equipment could be the next leg of the AI trade, with equipment orders potentially benefiting 12 to 18 months after rising semiconductor demand. He discusses how his firm's CHIP ETF offers global exposure to wafer equipment, advanced packaging and metrology. Birmingham also sees durable demand from massive AI spending, semiconductor supply-chain localization and the growing complexity of advanced chips.

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September CPI coming in hot spooked markets Wednesday and ignited a selloff as inflation fears grip investors. Brian Jacobsen discusses how the print will shape the Fed's interest rate cycle as inflation concerns stay top of mind for U.S. consumers.

Scott Nations notes that the 3.7% increase in year-over-year inflation is nearly double the Fed's goal as rising crude oil prices hit Americans at the gas tank.

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Workday (WDAY) is vastly oversold, says Brian Mulberry of Zacks Investment Management. He believes it and other key software peers are crucial as the scale of agentic AI continues to accelerate. Other names Brian likes in the space include Palantir (PLTR), ServiceNow (NOW), IBM Corp. (IBM) and Intuit (INTU).

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Stephen Sopko takes investors through his takeaways on the slew of tech summits adding color to an evolving tech industry. Applied Materials (AMAT) focusing on efficiency research is something he believes is leading industry innovation and will shape the space. Another stock of interest Stephen names is Broadcom (AVGO), a company he favors as it develops new products while delivering exceptional guidance. AMD Inc. (AMD) and Intel (INTC) are chipmakers he sees closing gap with Nvidia (NVDA) as agentic AI growth accelerates.

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Consumers and investors alike have warmed up to Meta Platforms (META), and LikeFolio's data shows that it's not just the stock price reflecting that demand. Megan Brantley explains how Meta Ads are outperforming peers like Reddit (RDDT) and Snap, Inc. (SNAP) as Muse AI offers new monetization avenues for the Mag 7 giant. She outlines her bull case for Meta through advertising and product expansion, the latter of which also shows robust interest growth through Google searches.

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Joanne Hsu explains why consumer sentiment is slumping even as spending remains resilient, with Amazon (AMZN) Prime Day sales and holiday shopping expectations showing continued demand. She breaks down the K-shaped economy, where wealthier consumers benefit from stock market gains while lower-income households struggle with the cost of living. Hsu also warns that spending is outpacing income growth and rising inflation expectations could create another challenge for the Fed.

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TheoTrade's Don Kaufman calls the September CPI a fuse to a "powder keg market" as breadth shows lasting weakness. He offers a trio of bearish example options trades in Kohl's (KSS), Shopify (SHOP), and Microsoft (MSFT) on expectations of pullbacks occurring in all three stocks. Kevin Green offers his technical analysis in the stock charts to offer another perspective on Don's trades.

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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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