Doug Cohen says the market has taken a “somewhat sober” approach to the U.S./Iran conflict but there is a “level of concern.” How long it lasts is the key question, he argues. Noting that markets tend to struggle during midterm elections years, he thinks we could see a pullback that becomes a buying opportunity. Doug argues gold will end the year down and likes healthcare and industrials.

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Wedbush's tech ultra-bull, Dan Ives, returns to the Watch List to talk all things AI. When it comes to the data center story, he believes the Trump administration's push to make hyperscalers "pay the electricity bill" is beneficial on a monetary and community sentiment level. Dan sees software companies like Palantir (PLTR), Microsoft (MSFT), Salesforce (CRM), and CrowdStrike (CRWD) trading far below their real value after taking beatings from the SaaS-pocalypse. Dan adds that Nvidia's (NVDA) chips are keeping the U.S. in the lead against China for tech innovation.

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Dr. Alan Baratz, CEO of D-Wave (QBTS), talks about what he calls a "great year" for the company in 2025 and the profitability path the latest earnings paves. He notes 2026 sales of D-Wave's quantum computing products already outpaced all of last year. Alan adds that D-Wave is building a moat in the industry through a recent acquisition even though we are "years away" from profitable gateway models.

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Haren Bhakta walks through the shareholder letter Berkshire Hathaway (BRK/B) released with its earnings, and how the tone has changed with Greg Abel assuming the CEO-ship. Haren thinks Berkshire could look to improving the businesses they own, which Warren Buffett largely stayed away from, rather than focusing only on capital allocation. He notes that Abel specifically called out a subsidiary in the letter, signaling a possible culture break. Haren also thinks the board of directors may take more control and less companies will be interested in being acquired by Berkshire.

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Likefolio’s Andy Swan previews Costco (COST) before earnings, saying its valuation could be a “little stretched.” However, he is very positive on their memberships and says there’s “no one better” at getting customers to devote more and more money towards shopping there. Andy calls it the “best in the business” for customer happiness.

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Jim Worden calls Broadcom's (AVGO) earnings "great." Momentum in custom chips and networking offer what he considers a compelling case for Broadcom's $100 billion fill-year revenue guidance. Dave Nicholson adds that the company's software portfolio supports chipmaking business. While the company doesn't have Nvidia's (NVDA) name recognition, a strategic partnership with Alphabet (GOOGL) adds significant muscle to its AI narrative.

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Brad Chastain, global head of research for the U.S. Money Reserve, says institutional investors are once again pilling into gold. The reason? The yellow metal is once again being seen as a safe haven asset as uncertainty and inflation climb. Brad talks about gold as a core asset class and ways investors can use it in their portfolios.

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Dan Deming has his eye on the market rotation happening as stocks take a backseat in Thursday's trading session. His Big 3 include trading opportunities amid geopolitical volatility. Dan offers example options trades for Corning (GLW), Intel (INTC), and Marathon Petroleum (MPC). Rick Ducat backs Dan's analysis by highlighting key support and resistance levels to watch.

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Marley Kayden previews Marvell (MRVL) earnings, which is one of the last major semiconductor companies to report this quarter. She looks at expectations for its margins, segment revenues, and other areas to look out for in the release. Marley notes that several recent AI acquisitions are expected to start benefitting the company in the next few years. Joe Tigay offers an example options trade.

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Broadcom's (AVGO) earnings had plenty of bullish indictors backing its growth, according to CFRA's Angelo Zino. AI acceleration backed by Broadcom's custom silicon business offer a compelling case. Angelo adds that the company's comments on copper-based interconnects are ones investors should listen to. He later walks investors through Marvell's (MRVL) earnings expectations. Tom White offers an example options trade for Broadcom.

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