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All stocks connected to the AI trade appear to be falling into the start of Tuesday's trading session, but as Kevin Hincks points out, a decline in crude oil and Treasury yields offers some equity relief. He explains how selloffs in companies like Samsung and SK Hynix (SKHY) in South Korea sparked the U.S. tech weakness and how a reversal can shape up during the day. Kevin turns to the start of earnings season and talks about what's behind the double miss from JPMorgan Chase (JPM).

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Ahead of ASML (ASML) earnings Wednesday morning, Rachel Dashiell of Charles Schwab examines the pullback in shares she ties to exhaustion from a recent rally. She explains why $1,700 is the level to watch short-term as the long-term chart shows a channel forming from the stock's moves. Rachel turns to an example options trade for ASML.

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Dean Quiambo discusses why companies are staying private for longer, including tech giants OpenAI and Anthropic. Companies like SpaceX (SPCX) setting record-setting debuts add to the pressure for other Big Tech IPOs. That said, Dean makes the case that these companies have more time to create a more compelling story to hook investors.

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Garrett Melson does not see a negative backdrop as corporate earnings grow, though he remains cautious on the U.S. consumer. He expects consumer spending to slow down as nominal incomes are not meeting the pace of inflation. Pressure in consumer staples and discretionary company earnings add to Garrett's thesis. He then talks about the state of the labor market and oscillations in the AI trade, along with how both play into his year-end outlook.

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The weakness in tech is the biggest concern Tom White has heading into Tuesday's trading session, noting the tech-heavy Kospi index in South Korean seeing a huge overnight decline. "Watch the chips today," says Tom, as momentum in names like Nvidia (NVDA), Micron (MU), and AMD Inc. (AMD) have power to dictate market moves. Earnings season began with a double miss in JPMorgan Chase (JPM) despite strength in the big bank's equity trading business. Tom discusses how CEO Jamie Dimon added color to the company's report. Meanwhile, Wells Fargo (WFC) posted mixed earnings while Goldman Sachs (GS) beat.

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Meta Platforms (META) is losing trend strength, says Ben Watson of Charles Schwab when looking at the Mag 7 stock chart. He discusses how the short-term price action is dragging down what has been very strong bullish traction for Meta.

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Meta Platforms (META) surged on Monday's session after it released Muse Wonder. Micron (MU) and SK Hynix (SKHY) both sold off as Chinese competitor CXMT said it has a design that can store more data. eBay, Inc. (EBAY) moved higher after Morgan Stanley named the online retailer a top pick stock. Sam Vadas turns to the biggest movers of the trading day.

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More AI companies are tapping into debt markets as the CEOs behind Intel (INTC) and Broadcom (AVGO) warn that capital constraints on the industry will lead to more significant headwinds. Sam Vadas adds more insights to her top takeaways of the trading session.

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Lightbridge (LTBR) president and CEO Seth Grae joins Market on Close from the TopFuel2026 nuclear energy conference to discuss how companies are building the future of nuclear energy infrastructure. Seth points to deals like that between Constellation Energy (CEG) and Alphabet (GOOGL) to address the need Big Tech companies see nuclear power playing in the AI infrastructure buildout. He then talks about the way Lightbridge makes the process in harnessing nuclear energy more efficient and the role his company plays in the greater industry.

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Daniel Binns, Global CEO of Elmwood Brand Consultancy, discusses reports of a potential Starbucks (SBUX) and Chipotle (CMG) deal and why the combination could create back-office efficiencies and accelerate Chipotle’s global expansion. He says the timing could be a distraction as both companies work through turnarounds, while Chipotle faces traffic challenges and potential takeover interest. Binns also explains why restaurant M&A works best through economies of scale while keeping brands distinct, and says Chipotle needs to refocus on quality, value and the fundamentals that built its brand.

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