While the stock cooled in the past couple weeks, Oracle (ORCL) has been on an undeniable tear since the start of 2025. Steven Dickens believes it has grown to become an essential part of the A.I. trade, calling it the "fourth hyperscaler." He explains why Oracle is an emerging giant that he says will stand alongside Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOGL). Tom White helps investors navigate the options front for Oracle.

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@CharlesSchwab's Nathan Peterson says Friday's sell-off was brought by investors forgetting about the tariff picture, with a resurgence giving investors an excuse to sell. He urges traders to watch key SPX metrics and "deteriorating" A.I. rallies that suggest a cycle shift is taking shape. While he considers the start of earnings as "so far, so good," a breakdown in yields can reverse that sentiment.

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JPMorgan Chase (JPM) posted strong earnings that included commentary from CEO Jamie Dimon suggesting the economy stayed resilient despite softness. The stock still slid on Tuesday's session alongside most of the market. Marley Kayden takes a closer look at the big bank's earnings while Tim Biggam offers an example options trade.

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Peter Andersen thinks the market is beginning to worry about business plans and profitability for AI use. He expects a correction in the sector and has sold out of his Nvidia (NVDA) positions. He compares the dot-com bubble to today’s AI hype, highlighting the fact that “there is no business plan” from any players. Peter also believes the Fed should not cut rates again, especially as we miss data because of the government shutdown.

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Kevin Green analyzes the moves investors saw at the start of Tuesday's trading session, noting a broadening market that's weighed down by Big Tech selling. He talks about navigating the current market environment as the VIX lingers over the 20 level. On Jerome Powell, Kevin urges investors to listen to his commentary today as tariffs reentering the conversation add headwinds to the inflation picture. He later explains the difference between gold and silver and why one is more reliable than the other when gauging price action.

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Travis Prentice sees AI momentum broadening out, even into small caps. He’s looking at memory stocks in particular, such as Seagate (STX). He also likes cooling solutions like Nvent Electric (NVT) and Vertiv (VRT). He sees “tremendous opportunity” in the AI capex cycle and is focused on momentum patterns to trade.

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Hilary Kramer looks at payment stocks; she likes Klarna (KLAR) because of its relationship with Amazon (AMZN), and Jefferson Capital (JCAP). In energy, she likes Oklo (OKLO), citing pressures on the grid. Other small cap disruptor picks include Opendoor (OPEN), Kratos Defense (KTOS), and Roku (ROKU).

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While big banks as a group posted strong earnings, Diane King Hall notes Citigroup (C) as a standout. She talks about how stronger IPO and dealmaking markets added muscle for the company. Domino's Pizza (DPZ) served earnings that impressed investors, bolstered by new menu items and an interest in the company's stuffed crust pizza. Diane later touches on Johnson & Johnson (JNJ) moving lower despite its revenue raise.

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More pressure pinned markets ahead of Tuesday's session as trade tensions reared their head again. Kevin Hincks reports from the @cboeglobalmarkets to explain how this "back and forth" may be part of a larger negotiation. He later touches on the start of earnings season with big banks like JPMorgan Chase (JPM) and Goldman Sachs (GS) issuing their quarterly reports. Many stocks were lower or flat, though Kevin notes the high bar heading into these earnings.

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Reports that Oracle (ORCL) will deploy 50k AMD (AMD) chips for an A.I. "supercluster" by 3Q26 have pushed the chipmaker higher. Tom White composes an example options trade for AMD using a neutral to bullish put vertical strategy.

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