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Stocks continued Monday's rally with all major indices rising into the green, and the Mag 7 were behind a lot of today's biggest moves. Meta Platforms (META) is reportedly seeking a major stake in Scale AI with a near-$15 billion price tag, while OpenAI eyes Alphabet's (GOOGL) Google Cloud for its tech. Tesla (TSLA) rallied as the top Mag 7 performer with Elon Musk and President Trump's feud falling to the wayside. Sam Vadas takes investors through the trading session's biggest stories.

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Trade tensions may be here to stay, but that doesn't mean the market volatility will stick around. Ahmed Riesgo believes the recent market rebound is genuine, driven by a shift in policy from both the U.S. and China. With interest rates stabilizing and equities recovering, Riesgo thinks the worst of the trade war-induced sell-off is behind us. As investors look beyond the noise, he sees a U.S. economy that will likely slow down, but avoid a recession.

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Hessam Nadji discusses the commercial real estate market. Despite volatility and uncertainty around interest rates, Nadji sees opportunities for investors seeking cash flow and tax advantages. He notes that while the office sector has been impacted by the pandemic, not all office buildings are distressed, and newer, suburban assets are faring better. He also highlights the retail sector's surprising comeback and the stability of multi-family apartments, driven by high home prices and low affordability.

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Charles Schwab's Mike Townsend says we're in a "funny, little, quiet" period in D.C. as the Senate turns attention to the GOP's "big, beautiful" tax bill. Mike notes American optimism the bill will be passed by July 4th is likely a "false marker," believing there will be a greater focus on the debt ceiling at the end of July. Liz Ann Sonders turns to the jobs data and weighs data validity. She would not be surprised if there's a hard data "catch down" in the coming weeks.

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There's a reiteration of interest in nuclear stocks thanks to A.I. stocks rallying back off April lows. Nigam Arora gives investors substantial insight into the nuclear power space and talks about the opportunities they present to investors. He lists Constellation Energy (CEG), Vistra (VST) and Talen Energy (TLN) as key names using traditional technology. Nigam adds that small modular reactors will be critical in expanding nuclear's reach, pointing to companies like NuScale Power (SMR) and Nano Nuclear Energy (NNE) as potential beneficiaries.

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VVIX shows a slight uptick even though VIX itself moved lower on the session. Kevin Green says part of that trading action came with investors repositioning ahead of tomorrow's CPI report. He also highlights advancing and declining stocks compared to the SPX to explain the lack of stability in the index.

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Windows Central's Daniel Rubino breaks down all of the new product offerings Apple (AAPL) showed at the Worldwide Developers Conference. He considers the update to iOS 26 a step in the right direction but admits its A.I. offerings have "a lot of catching up" to do. Daniel poses the question of how much Apple's loyal customer base will use these new features.

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Todd Walsh says the recent market rally may be misleading, and investors should be prepared for a "murky summer" ahead. Despite the S&P 500's (SPX) march towards all-time highs, Walsh expects a potential volatility event to hit the market. He believes that the Fed's cautious stance on interest rates and the potential for a "look-through" inflation narrative to take hold could be catalysts for a market correction. However, he remains optimistic about the longer-term outlook, pointing to growth themes like AI and innovation, which he believes will drive the market higher in the second half of the year.

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Kevin Horner examines the S&P 500's (SPX) grinding higher pattern and notes that a close below the 20-day moving average of 5,925 would be a significant departure from the trend. He also highlights Caterpillar (CAT) as it attempts to re-grab the 200-day moving average of 350.8, a key resistance level. Horner also mentions Uber (UBER) which has broken out of a $20 range and may be due for a retest of its recent high.

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Oil prices have surged to their highest levels since April, but Carley Garner believes the rally is short-lived. She thinks the recent price jump was largely driven by a "perfect storm" of bullish headlines. Simon Lack disagrees, arguing that OPEC+ wants to maintain prices above $75 and that production cutbacks in the U.S. could lead to a supply shortage. He also likes energy names like Cheniere Energy (LNG), NextEra (NEE), and OEG Energy Corp., citing their strong cash flow visibility and growth potential.

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