Stephen Coltman discusses how tighter financial conditions are affecting equities, digital assets, and precious metals. He examines the impact of AI spending on big tech balance sheets, what a slowdown could mean for Fed policy, and why investors should watch energy markets and upcoming central bank commentary.

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Marley Kayden discusses Super Micro's (SMCI) preliminary fourth quarter results and the company's optimistic outlook on doubling gross margins. She explains Super Micro's commentary which cites strong customer demand and favorable product mix. Prosper Trading Academy's Scott Bauer walks us through an example options trade for the AI server stock.

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The rebound in the AI infrastructure trade offered reprieve for Wall Street, says Charles Schwab's Nathan Peterson. Wednesday's key headlines on Super Micro (SMCI) and Alphabet (GOOGL) earnings are now in full focus as investors wait for more inflation on the AI trade. Jim Ferraioli turns to the crypto front and the Clarity Act, which he says will be delayed to 2027 if the legislation doesn't pass soon. He also explains how it hits the long-term price action for Bitcoin.

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Andy Goldberg explains why the fading dominance of the Mag 7 creates new opportunities for diversification. He points to small caps, the equal-weighted S&P 500, and municipal bonds as investors look beyond the next phase of the AI trade.

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Chris McMahon believes the S&P 500 (SPX) will continue to broaden out and offer more muscle to small caps and other corners of Wall Street largely ignored by investors. However, he points to interest rates as a lingering headwind, especially when it comes to the housing market. Chris remains a bull when it comes to the tech trade, particularly in AI memory stocks like Micron (MU) and SK Hynix (SKHY). He sees Microsoft (MSFT) as the Mag 7 name to buy right now.

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GE Vernova (GEV) continues to deliver strong earnings but couldn't clear the high bar investors had for the newest quarterly report. Diane King Hall talks more on those high expectations and how tariffs play a role in hindering guidance. She also discusses why Truist issued an upgrade for CoreWeave (CRWV) and Rocket Lab's (RKLB) latest contract with Space Force.

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It's the micro versus the macro headlines, says Kevin Hincks, pointing to the U.S.-Iran war acting as a constant overhang against a strong start to the earnings season. The 11th straight day of strikes comes as Alphabet (GOOGL) and Tesla (TSLA) report earnings after Wednesday's close. Kevin continues AI talks by discussing AMD Inc.'s (AMD) newest deal with Anthropic and Super Micro (SMCI) saying it will double its gross margins.

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Alphabet (GOOGL) will be the first Mag 7 company to report earnings after the bell Wednesday, with Tesla (TSLA) in tow. Tom White turns to the 3-year chart to show how "spectacular" the stock's rally has been during that time. He compares that to the one-year chart, where Alphabet shares have largely consolidated with a bearish tilt. Tom turns to an example options trade for Alphabet.

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President Trump's Achilles heel is yields, argues Frances Newton, calling it the key metric behind pressuring the Fed to lower interest rates. The U.S.-Iran conflict and rising crude oil prices makes that prospect more difficult. Frances tells investors to watch fixed income markets and talks about the inverse correlations creating confusion on the macro front. As for the AI trade, Frances sees it still intact, it just moves from one bottleneck to the next.

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Ben Sturgill talks about the U.S.-Iran war as a known downside risk that investors are continuously revaluating as the conflict shifts. He believes it will contribute to a choppy trading environment that will ultimately end with a higher year. Ben explains how the AI trade and more liquidity backing tech trends helps paint a clearer bullish picture for markets.

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