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The 5-day SPX chart shows a double bottom that occurred between Wednesday's and Thursday's trading sessions, a bullish indicator according to Kevin Green. One concern he shares is the bid size of SPX futures higher than the ask size, showing interest from bears in the index. Bulls are showing strength when it comes to market depth. Kevin sees an uptick in activity that can signal a volume uptrend if it continues Friday.

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Max Baecker says silver is undervalued right now and thinks it will start to “charge up” to catch up to gold. “Gold and silver usually move in lockstep,” and a falling dollar usually means big moves upwards for the metals, he adds. Max also compares gold and bitcoin and argues that “you need a little exposure” to bitcoin. He doesn’t consider them equal, saying there’s “5 or 6 barriers” in the way of crypto being a store of wealth.

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Jonathan Sakraida says the challenge for Deere (DE) is their cut to guidance, since the market expected stronger cyclical performance. He also notes that interest rates hit Deere because a lot of its equipment purchases are financed, meaning farmers have less ability to buy. He considers Deere “the player” in AI and automation technology in the sector. “Once markets do recover, we think Deere is going to lead in that recovery.”

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Matt Maley and Kristen Owen break down Deere (DE) earnings. Matt says the company commonly puts out conservative guidance, but investors need to watch out for margin pressures from tariffs. Kristen notes “a lot of pressure for farmers” with tariffs making it more difficult to sell their crops – which are having a good growing year – which then hits Deere and its ability to sell equipment.

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David Busch assumes the higher PPI numbers are tariff-related and will pass through to the CPI measurements soon enough. “Inflation is still persistent, it’s still sticky,” forcing the Fed onto a longer path for rate cuts. He’s looking at sectors like consumer discretionary, which could benefit from a steepening yield curve. “I would also consider REITs,” he adds, with the expectations that rates will come down, but emphasizes the need for quality names. He also likes fixed income.

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Don Nesbitt points out a dichotomy in consumer behavior and analyzes the earnings season thus far. He sees a distinct difference based on income level and says Home Depot (HD) earnings next week can help give a better picture of consumer health. He’s also watching Toll Brothers (TOL) earnings after competitors missed estimates.

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Austin Lyons says the Mag 7 continue to dominate market leadership, though it's becoming more fragmented. As companies like Apple (AAPL) and Tesla (TSLA) play catch up, Austin poses the question to investors, "is there anywhere else that's better to put your money in the A.I. trade?" While he like Apple's tech ecosystem and Tesla's future prospects, he favors Microsoft (MSFT) currently as Azure cloud growth accelerates. On the chip trade, he talks about Intel (INTC) "getting back to their roots" and AMD Inc.'s (AMD) recent comeback as both companies vie for a piece of Nvidia's (NVDA) market share.

Rocket Companies (RKT) offers mortgage and real estate financial services. The stock also rallied about 80% so far in 2025 even as the rest of the industry underperformed. George Tsilis takes a closer look into the company's fundamentals and financials to explain why investors are boarding Rocket.

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Likefolio’s Andy Swan shares their consumer sentiment data on Roku (ROKU). “They’re just quietly executing a really, really strong game plan.” He thinks Roku is in a “prime spot” in the streaming world and looks at their ad business and the success of the Roku Channel. He also says Roku is gaining customers and calls it “definitely an acquisition target.”

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Cory Johnson liked Cisco's (CSCO) latest earnings, adding that it shows the company taking a slice of the A.I. infrastructure pie. He considers networking revenue the high point of the report. Tom Essaye isn't as bullish on the stock after Cisco's earnings, noting the muted reaction to the numbers. He argues investors are looking for much more as markets remains supercharged by A.I.

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