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Economic data will do a lot of the heavy lifting when it comes to moving markets this week, says Kevin Green. Keep an eye out for a tentatively hot core PCE print, something KG believes will lead to a "dead cat bounce" in treasuries. Crude oil prices remain elevated due to lingering tensions between the U.S. and Iran. KG outlines the key levels energy bulls need to watch as geopolitical headlines continue to move the commodity. In equities, he highlights SpaceX (SPCX) and its successful Starship test launch.

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Kevin Nicholson sees investors shifting toward fixed income as yields cross the 5% threshold, with demand concentrated at the front end of the curve. He expects the ten year could reach 5.5% without a resolution by midterms but return to the 4.75% to 5% range if one emerges, while preferring interest rate risk over tight credit spreads. Nicholson remains bullish on equities into year end, citing strong S&P earnings estimates, a solid labor market, and consumption driving GDP growth.

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William Lee, chief economist and managing director at Global Economic Advisors, examines what comes next for the Fed after the September rate hike and how geopolitical pain points are impacting the equity and debt markets. He also weighs in on the risks to watch in private credit and goes through various economic scenarios the Fed may face in the next few years.

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The VIX being on the lower end of its 52-week range is something that surprises Joe Tigay due to the geopolitical and economic risks weighing against the stock market. He still tells investors not to expect a dip below 15 for a substantial period of time. On the AI trade, Joe sees accelerating spending from hyperscalers like Alphabet (GOOGL) as a clear signal there's room to run for tech. Joe tells investors to keep a balanced portfolio and names Berkshire Hathaway (BRK/B), JPMorgan Chase (JPM), and Caterpillar (CAT) as names he likes.

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Micron (MU) is seeing more bullish momentum heading into Wednesday's earnings, as Diane explains Baird's price target hike for the stock. Meanwhile, Roblox (RBLX) was slapped with a downgrade from Jefferies over concerns of a waning user base. Royal Caribbean (RCL) got an upgrade from BofA on expectations the company will be more protected than peers from geopolitical woes.

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Bob Lang sees elevated oil prices fueling inflation risk for small-cap stocks ahead of a likely Fed rate hike, noting a diesel export ban would do little to help. He then breaks down trades in Amazon (AMZN) on heavy call volume and Alphabet (GOOGL) on its Gemini AI advances. The conversation closes with an outlook on end-of-month options expiry and a shift into a historically bullish seasonal period.

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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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An uptick in crude oil and Treasury yields is weighing on stocks, with the latter tapping 5.2% just ahead of Monday's trading day. Kevin Hincks talks about the geopolitical and economic news behind the rise of both and why he sees the crude oil supply shocks playing the biggest role in keeping yields elevated. Micron (MU) earnings and a slew of high-impact economic data, including core PCE and the September jobs report, are poised to drive the market tone this week.

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Lumentum (LITE) has become a critical company in the development of AI, and investors took notice by helping the stock rally over 150% since the start of 2026. Rick Ducat takes investors through the key support and resistance levels to watch amid the stunning rise of shares over the last nine months. He turns to an example options trade for Lumentum.

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George Wells calls AI the greatest invention humankind has ever seen, believing the long-term thesis for the new technology stands. It also comes with changes to the job market, as George points to administrative and data-entry roles becoming "redundant." However, he says he keeps guardrails on AI products he uses as LLMs learn workflow creation.

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"We have a beach ball held underwater" when it comes to bullish momentum in the stock market, argues Thomas Hayes. While at least half of S&P 500 (SPX) stocks currently trade under their 200-day SMA, Thomas considers these levels extremes that won't hold long-term. The U.S.-Iran war is one factor he sees as a lasting headwind though holds confidence that selloffs will become buying opportunities. Thomas makes the bull case for PayPal (PYPL) as he sees free cash flow giving the company opportunity for business growth.

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