Thomas Raymond and Melissa Cohn discuss how AI-driven productivity gains and innovation could help keep inflation in check. They examine the implications for Fed policy and why technological advances may be a powerful disinflationary force.

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Yelena Shulyatyeva breaks down the latest consumer confidence report, highlighting concerns around jobs, business conditions, and spending. She explains why consumers are becoming more selective and what the data could mean for future Fed decisions.

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The Mag 7 becoming the Lag 7 is the mantra many have adopted in recent weeks, including Thomas Hayes, who shares concerns around free cash flow after it turned negative for Alphabet (GOOGL) and Tesla (TSLA). His worries extend to the overall AI chip and memory space, making the case that investors should "sell the rip" in rallies. Thomas adds that you should keep an eye on defensive stocks and sectors as volatility continues.

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Jay Mehta discusses tensions in Mag 7 price action, driven primarily through growing AI CapEx. Investors are investing in other sectors as concerns over AI spending boil over. Jay also highlights what the AI CapEx boom means for the market's forward momentum and breaks down expectations ahead for the Mag 7.

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Bryan Gildenberg has his sights set on margins when it comes to Chipotle's (CMG) earnings after competitors in the fast casual space showed signs of compression. In Starbucks (SBUX), he argues competition will be the key pressure point for the coffee giant, as it will need to justify rising prices to core consumers. Tom White offers an example options trade for Starbucks.

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Charles Schwab's Mike Townsend talks about the "unusual situation" surrounding the Fed and whether it will hike or hold interest rates. He's in the camp that the FOMC will hold, though without forward guidance, he believes a hike is on the table and expects dissents from members. Nate Peterson elaborates more on rate volatility and how the U.S.-Iran war continues to serve as an overhang creating lasting uncertainty.

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Revenue slightly missed in Ford's (F) earnings but EPS beat, backed by guidance strength with the company raising its EBIT outlook. Marley Kayden talks about the rally off the report, the legacy automaker posting $2.5 billion in operating profit, and price target hikes from analysts. Prosper Trading Academy's Mike Shorr walks us through an example options trade for Ford.

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Jay Hatfield argues the market is undergoing a rotation as hedge funds unwind crowded chip positions. He explains why Amazon (AMZN) looks undervalued and how America's energy advantage continues to support the U.S. investment outlook.

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Blue Macellari discusses T. Rowe Price's new actively managed crypto ETF, TKNZ, and why the firm sees opportunities beyond Bitcoin in today's market. She explains the fund's focus on SEC-compliant tokens, active management, and the outlook for institutional crypto adoption.

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Diane King Hall highlights Teradyne’s (TER) rally after beating on earnings and posting strong guidance, giving much needed strength to the stock. Ford (F) also rallied when it showed similar strength in its earnings. As Diane notes, Humana (HUM) shares bounced off lows at the opening bell but investors remain wary on the outlook.

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