FedEx (FDX) may be flat so far in 2025 but shares made an impressive 47% rebound from April's lows brought by tariff woes. Don Nesbitt believes the stock now posts reasonable risk and reward that will experience long-term promise. However, he urges investors to keep some headwinds. Tom White offers an example options trade for FedEx.

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Dryden Pence thinks the CPI print gives the Fed room to move “more quickly” on rates. He anticipates “a lot of stimulus” coming into the market next year. He also thinks the “quality of earnings” will go up, creating a market that can withstand “emotional buffets.” He likes Amazon (AMZN), GE Aerospace (GE) and United Rentals (URI).

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Kevin Green breaks down the CPI print to highlight why investors see improvement in the inflation picture. However, he points to some caveats that show some separation in the trend. KG then takes a look at the other side of the Fed's dual mandate through the latest jobless claims print. As for crypto, KG explains how Bitcoin's rebound and consolidation set-up today is crucial to avoid another plunge to $80,000.

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Viktor Shvets examines central bank policies around the world and what he expects for 2026. “Economy is dead and alive at the same time,” he argues, and neither consumers nor producers have visibility into conditions. Until recently, he adds, the Fed was “like an army,” but now votes are splitting. He also sees a potential AI bubble.

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Dolly & Jenny Lenz preview the top housing markets for 2026, saying the theme is “affordability.” They highlight places like Rhode Island and Ohio as potential hot spots. Buyers are “settling for less space,” but in return, “they want something,” usually amenities. They discuss tips for getting mortgages “ready to go.”

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It's no secret that Micron (MU) led trading action to kick off Thursday's session. Diane King Hall talks about the storage chipmaker's strong earnings and forecast that added much-needed muscle to the A.I. trade. After GE Vernova (GEV) got back some of its losses from Wednesday's steep weakness thanks to an upgrade from Jefferies. Diane turns to a laggard in CarMax (KMX), where shares fell despite posting an earnings beat.

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Nike (NKE) jumped after June's earnings report but since stumbled. This earnings season, Rick Ducat highlights key levels for investors to watch heading into Thursday's after-hours print. Tom White turns to the options front and highlights an example trade.

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The tech sector got a nudge from Micron (MU) thanks to an impressive post-earnings rally. Kevin Green adds that an inverse head-and-shoulders pattern is forming in the NDX, a potential bullish indicator. However, he points to a lack of liquidity in recent sessions making or breaking the upside move. KG later turns to BofA's top A.I. picks for 2026, which include Nvidia (NVDA), Broadcom (AVGO), and Lam Research (LRCX). In the restaurant space, Darden Restaurants (DRI) served up a bullish earnings report for investors.

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The consumer's ability to purchase used cars is affecting CarMax (KMX), says Karl Brauer with iSeeCars. The company posted an earnings beat but the stock still fell in premarket hours, as it and peers see headwinds in vehicle price increases. Karl points to Carvana (CVNA) and Amazon's (AMZN) digitalization of the car market as a method for CarMax to copy and become less asset-dependent. He offers his take on what the road ahead for CarMax is for 2026.

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Jay Woods is hesitant to how Micron (MU) will react on Thursday's trading session after experiencing a strong earnings rally. His hesitancy comes after Nvidia (NVDA) and Broadcom (AVGO) saw strong post-earnings rallies that faded the following day. He adds that Santa Claus is finally hitting Wall Street in the form of the CPI, with Jay holding cautious optimism to see if "this is the change we need" for the inflation picture. He's optimistic on 2026 continuing a bull run but adds that the run will be "tempered" with Mag 7 leadership in question, guiding for low to mid single digit gains in the SPX.

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