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Ken Stillwell, COO & CFO of Pega Systems (PEGA), says “pretty much everything went right for us this quarter.” Pega develops, licenses, markets, and hosts enterprise software. The stock rallied to 3-year highs after earnings. He talks about how their multi-year strategy is paying off as they boost free cash flow. Ken also covers Pega’s AI strategy, both behind the scenes and in customer services.

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Andy Swan from Likefolio talks Chipotle (CMG) ahead of earnings. Andy sees strong year-over-year change in visits, with only Shake Shack (SHAK) and Steak n Shake ahead of it. “The fanbase is coming back and getting more enthusiastic,” he says, and calls it a “stealthy AI or tech play.” He likes it as a long-term idea, but notes that it does have headwinds investors should watch.

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Shay Boloor expects Tesla's (TSLA) earnings to be volatile as the company remains the "worst performing" Mag 7 stock. It's no secret vehicle sales have plunged around the globe, though Shay says the real meat of the report will come from guidance. Lucas Lloyd adds onto that by noting you have to look at Tesla from a "short-term view" and a "long-term view" with its anticipated AI and FSD advancements. However, Lucas still sees the EV tax credit cut and lack of infrastructure serving as a major headwind.

“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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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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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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