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Mike Dickson says earnings remain the key driver for stocks despite higher yields, oil prices and a strong dollar. He sees earnings season as a potential catalyst for broader market participation after recent deterioration in breadth, with bank results offering clues on consumers, credit conditions, loan demand and corporate investment. Dickson also points to strong AI demand at Nvidia (NVDA), Broadcom (AVGO) and Micron (MU), while warning that high expectations have muted some stock reactions even with strong fundamentals.

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ASML (ASML) reports earnings Wednesday morning, and John Blank tells investors to brace for a volatile move based on the options market. He adds that the stock is "overpriced" based on its current valuation. "They don't have any room for error" with the stock currently valued on 2028 earnings, says John. He discusses how ASML's monopoly on its tech isn't enough to outweigh souring AI sentiment and yellow flags for some of its customers.

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Big banks will begin a highly anticipated earnings season on Wall Street Tuesday morning. Among the biggest names: JPMorgan Chase (JPM), Wells Fargo (WFC), Goldman Sachs (GS), and Citigroup (C) among others. Robert Schein will have an ear to JPMorgan Chase CEO Jamie Dimon's economic commentary, as well as investment banking metrics and dealmaking inflow. Macrae Sykes discusses more on headwinds and tailwinds facing different banking businesses and why he believes the Fed's commentary won't be very effective.

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Brett Crowther of Charles Schwab breaks down the technical outlook for the S&P 500 (SPX), Walt Disney (DIS) and Visa (V). He sees SPX testing resistance near 7,800, with a breakout potentially opening the door to 8,035. Disney has bullish momentum but faces resistance around $109, while Visa’s breakout to all-time highs could put $430 in play.

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Charles Champagne, CEO of Allianz Investment Management, explains the Allianz International Equity Buffer 15 Uncapped October ETF (OCTI). He discusses opportunities in international equities as investors look beyond concentrated U.S. large caps and the AI trade, highlighting value-oriented sectors like industrials, financials and materials. Champagne also covers currency, geopolitical and regulatory risks, along with Allianz’s buffered exposure to the S&P 500 (SPX), Nasdaq-100 (NDX) and U.S. small caps.

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Sheraz Mian previews earnings season as estimates rise and banks including Citigroup (C), Wells Fargo (WFC) and JPMorgan Chase (JPM) kick off reports. He looks at trading strength, loan demand, rising yields and Morgan Stanley’s (MS) cautious outlook. Mian also highlights broad earnings growth and explains why financials, industrials and basic materials could deliver upside surprises as tech faces high expectations.

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LikeFolio's Landon Swan breaks down Domino’s Pizza (DPZ) ahead of earnings. He says heavy promotions are helping drive interest but could pressure margins, while flat same-store sales suggest growth is coming largely from new stores. Swan also points to GLP-1 adoption, rising negative customer sentiment and competition from Uber Eats and DoorDash as headwinds, even as Domino’s pushes digital ordering and new value offerings. He remains neutral to slightly bearish on DPZ despite the company’s strong execution.

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As the Fed readies to decide on the direction of interest rates at the end of October, William Lee tells U.S. investors to look abroad. He explains how countries like France and other European giants "lost" the central banking narrative and discusses ways it applied to the U.S. William adds that the Fed is "fighting the wrong fight" in its efforts to curb inflation. Josh Taves expands more on the debt outlook and pressures it places on an already-strained inflation picture. He believes another rate hike is likely in October as opposed to December.

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Preston Caldwell of Morningstar Wealth argues the AI investment boom is strengthening economic demand and helping keep interest rates higher, even as AI could ultimately become deflationary through productivity gains. He discusses how strong core inflation, the labor market and AI spending could influence the Fed, while a slowdown in investment or rise in layoffs could eventually bring lower rates. Caldwell also highlights TIPS as a way to protect against inflation and potential U.S. debt risks.

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On the fourth anniversary of the current bull market, Tim Biggam points out the pushback against stocks as crude oil and Treasury yields stay elevated. That doesn't mean he doesn't see trading opportunities in Monday's session, calling out three stocks he believes overextended their recent rallies. He outlines Palantir (PLTR) after hitting new all-time highs, Moderna (MRNA) as it continues to break out to a near-five-year high, and Dell Technologies (DELL) maintaining momentum from two earnings seasons prior. Tim turns to a trio of example options trades for his picks while Kevin Green offers his technical analysis in all three stocks.

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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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