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“The big question is AI’s effects on advertising” and Google’s Search business, Scott Kessler says. He thinks it could be a potential headwind for Alphabet (GOOGL), along with its general spending on AI. “I think it’s pretty clear that…the days of Google having 90% market share have passed.” He notes that a lot of the popular chatbots are not built to include advertising, though he thinks that could change in the future. He also emphasizes the difference between number of users and monetization for the company.

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GE Vernova (GEV) rallied after its earnings while its sister company GE Aerospace (GE) did not. @Theotrade's Don Kaufman expects that trend to continue and has a bearish example options trade for GE Aerospace. He explains why he has bullish options trades for the Utilities Select Sector SPDR Fund (XLU) and Wells Fargo (WFC). Rick Ducat dives into the technical trend he sees in the charts.

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Karen Veraa-Perry expects more U.S. investors to move from money markets to the bond market. She especially likes the 3 to 7-year part of the curve, but also sees investor interest in international bond markets. Karen notes record-breaking flows into Blackrock’s 0-3 month Treasury bond ETF (SGOV) as well. She forecasts 1-2 rate cuts this year, with the highest probability in September. She explains popular ways for investors to get exposure to fixed income markets, including “bond laddering.”

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Tom Bruce sees a “very bullish” combination of factors for the market next year, including foreign investment and AI. Because of these, he’s not concerned about the impact of tariffs. He likes the short end of the yield curve right now, and says he’s worried about the longer end because of the U.S. deficit. He likes tech and sees AI adoption as “massively deflationary.”

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Marley Kayden talks all about Tesla (TSLA) ahead of the company's highly anticipated earnings. She notes the Mag 7 company has only had one year-over-year vehicle delivery drop prior to 2024, noting the figure will be under the microscope after sales plunged since. Marley adds that investors are waiting for more information on a slew of other developments: from robotaxi and full-self driving, to robotics and timelines on tech availability. Scott Bauer with @ProsperTradingAcademy offers an example options trade for Tesla.

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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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Ahead of IBM Corp. (IBM) earnings after the close on Wednesday, Dan Morgan noted the company has "no room for error" in its report after its strong rally. While Dan says IBM isn't caught up in the hyperscaler race, he does see its cloud and software businesses as candidates with high-growth potential. He explains the company's "different approach" to cloud. Tom White later joins and offers example options trades for IBM and Microsoft (MSFT).

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George Tsilis turns to the broad market action and points out why an "accumulation phase" has kept dip-buying mentality alive. He also talks about noticeable moves in metals and utilities and explains how they're adding to the backbone of rallies in the SPX and NDX.

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GE Vernova (GEV) powered its year-to-date rally to over 80% after a strong showing in earnings. Diane talks about how A.I. prospects are fueling optimism. Meanwhile, Enphase Energy (ENPH) sold off on soft guidance as macro headwinds affect the solar industry. Diane also talks about why Fiserv (FI) is selling off more than 20% despite posting an earnings beat.

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Katie Stockton says "momentum is kinda wild" in markets right now as the SPX and NDX continue to tap new all-time highs. However, she warns consolidation is coming and may present "better buying opportunities for investors." Katie points to the SPX gap from late June as a support marker to watch in the event of a significant pullback. As mega caps start to report earnings, Katie urges everyone to prepare for disappointment and adjust portfolios if needed.

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Seth Grae, CEO of Lightbridge (LTBR), returns to Market on Close while speaking to senators in Washington D.C. He says there's plenty of support for nuclear power on Capitol Hill as he emphasizes the importance of expanding usage, particularly through icebreaker ships as a way to combat China and Russia dominance in the Arctic Ocean. On President Trump's executive order to increase nuclear power output, Seth believes Lightbridge technology will boost efficiency on new and existing reactors.

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