Sean O’Hara digs into the current market concentration and points out some upstarts that will “pick up the slack” of big tech. He looks to “profitable small cap stocks” as he expects the market to revert to the mean. He highlights some ETFs he’s watching and notes that mutual fund distributions are going to create tax challenges this year.

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When it comes to market themes, one that Charles Schwab's Liz Ann Sonders is watching how investors are "broadening out" to seek new value plays. She adds that as earnings season approaches, it won't be about the earnings themselves but instead the outlook companies post. Cooper Howard turns to the bond market and explains how a fixed income "holding pattern" affects the Fed's outlook.

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Ryan Detrick covers the big picture – and he wouldn’t be surprised if the government shutdown lasts into November. He expects “a couple more” Fed rate cuts this year and looks ahead to who could replace Jerome Powell next May. He’s sticking with large caps over small caps and growth over value, saying he’s not going to change his strategy now.

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Ted Weisberg considers the government shutdown a good thing for markets. He shares some stock picks, highlighting dividend payers, big pharma, financials and airlines. Individual picks include Chevron (CVX) and TotalEnergies (TTE); he also likes the IVES AI ETF.

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You'd think this week would be a slow one, but as Kevin Hincks says, "it's not, clearly." The government shutdown isn't slowing market movers, seen in AMD Inc.'s (AMD) massive upside move due to its new partnership with OpenAI. Small caps have also rallied strong in recent weeks and shows no signs of slowing down.

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Micron (MU) shares are on the move after an upgrade from Morgan Stanley. The analyst raised its price target to $220 and Rick Ducat breaks down the upside rally ahead of Monday's bell. He points to the significant upside move compared to the overall tech sector and S&P 500 (SPX). Then, Tom White compiles a "moderately bullish" example trade for Micron. He demonstrates a call butterfly options strategy and why it's a measured approach.

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Rick Pederson takes a big picture approach when looking at the U.S. economy, siding with the Fed on 75bps of rate cuts over the next several months citing a weaker labor market as something to watch. He later discusses his research into shifting trends for data centers allocation moving towards the middle region of the country. He says a younger workforce is predominantly leading to growth in these states and stresses the positive ripple effects that has on the economy. But, most significantly, Rick points to the cost of electricity and taxes being cheaper in places like Texas.

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Scott Zari says investors can avoid the Trump administration's pharmaceutical tariffs by looking to companies that are already domestically manufacturing drugs and medicine like Eli Lilly (LLY). Compared to other drugmakers that have dipped into the weight-loss market, Scott says injectables will continue to be the primary use case saying pills haven't yet overtaken it. He looks at other drugmakers like Pfizer (PFE) and Novo Nordisk (NVO).

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Monday's off to a busy start! As investors and traders await any developments from Washington DC, Tom White points out the fact that in the previous 5 government shutdowns equity markets actually rose higher. He joins Diane King Hall to set up the trading week before turning to a pair of big premarket movers. AMD (AMD) is jumping on news that it reached a deal to sell a potential 10% stake to OpenAI in tranches. And, Micron (MU) begins Monday's action with an upgrade at Morgan Stanley and a new price target to $220.

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Rachel Dashiell joins Morning Movers to take a look at the chart of Tesla (TSLA) after the EV maker's social media account posted several videos teasing a new vehicle announcement. On the chart, Rachel shows the stock's recent bearish engulfing pattern when Tesla shares fell just shy of previous all-time highs. She says that "brick wall" of resistance at all-time highs will continue and says support can be found above the $392 area.

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