Tim Bohen is back with his Big 3, all of which have seen significant rallies over the last few months. He makes the case for continuing runs in Applied Materials (AMAT), SanDisk (SNDK), and RTX Corp. (RTX). Rick Ducat backs Tim's analysis with a glimpse into bearish and bullish trends in the stock charts.

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Jed Ellerbroek highlights Comfort Systems (FIX) earnings as a sign that AI spending remains “feverish.” His top picks include Amazon (AMZN), which he thinks will benefit from tariffs being struck down on the retail side while their tech side remains strong. HALO, or heavy assets low obsolescence companies, are what investors are looking for in a jittery market. Jed explains how he’s sorting winners from losers in the software sector.

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Nvidia (NVDA) is "at the center of all things AI," says Paul McCarthy. He doesn't see that changing with its extended partnership in Meta Platforms (META) and $30 billion backing in OpenAI. As the company readies to report earnings next week, Paul expects its gargantuan backlog and tentative China sales to serve as upside catalysts. He adds that he "doesn't see any changes anytime soon" to factors affecting Nvidia's dominance. George Tsilis turns to an example options trade in the Mag 7 giant.

Tom Bruce reacts to the Supreme Court ruling against the Trump administration’s tariffs, arguing that the market expected this outcome, but it’s “really difficult to say” what’s next. Despite a weak 4Q GDP, he is still positive, attributing the softness to the government shutdown. “It’s going to be a volatile year,” he warns, but as long as the economy holds up, he thinks the market will continue to rise. He sees strength in international equities, which he thinks is attractive to momentum traders.

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Shares of Deckers (DECK) stepped higher after Argus upgraded the company. The stock stumbled in 2025, with Marley Kayden pointing to factors Argus sees in a 2026 rebound. Two key players backing growth: Ugg and Hoka. Dan Deming offers an example options trade for Deckers.

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The U.S. Supreme Court struck down the Trump administration's tariffs, adding more uncertainty to the state of global trade. Kevin Hincks was surprised to see an immediate rally following the announcement. He argues there's more question marks than before, especially around what the U.S. will do with the tariff revenue it already collected from other countries. Kevin later turns to the latest economic data in new home sales and consumer sentiment.

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Texas Roadhouse (TXRH) gained Friday morning despite posting a double miss in earnings. HSBC downgraded Walmart (WMT) to hold from buy over growth concerns. Deckers (DECK) stepped up thanks to an upgrade from Argus. Diane King Hall talks about the analyst and earnings movers to watch on the last day of the trading week.

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Andrew Almeida reviews the PCE report released Friday morning, along with the GDP report. He thinks the reports push any potential rate cuts to the “back half of the year.” He is positive on markets, citing AI capex as a factor in his optimism. He compares mid caps to small caps, and thinks there are “better quality” companies in the former. He expects companies receiving the AI capex to be the next topic under scrutiny in markets.

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Ken Mahoney describes a “perfect storm” in markets between AI capex, economic data, and geopolitical worries. He looks ahead to Nvidia (NVDA) earnings, due next Wednesday, and what the Street is anticipating from the report and guidance. “Investors are going to be bracing themselves…they [Nvidia] really need to blow it out.” He likes Microsoft (MSFT) “a lot,” citing their many verticals.

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Kevin Hincks notes it's hard to interpret the latest core PCE print, which showed an uptick in most headlines numbers. However, those numbers are from December. Kevin explains why investors want to discount the parts of the print and points to strength elsewhere in GDP. On the Supreme Court, Kevin urges to watch for commentary on tariffs and Fed independence.

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