Kenneth Suh and Matt Dolgin explain why Netflix (NFLX) shares slid even after posting an earnings beat. The main culprits: weaker guidance and news of Reed Hastings stepping down from the board. They discuss the balance between pricing power and subscriber retention as Netflix expands into live sports, advertising, and video podcasting.

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Semiconductors will continue to rally, argues Wedbush's Matthew Bryson, though the extent of the rally will vary from company to company. Even as the sector sees a growth slowdown compared to years prior, he names firms like Nvidia (NVDA) with many different arms in the AI industry as the long-term winners.

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Ed Siddell, President and CIO of EGSI Financial, warns that the market’s hockey‑stick rally remains vulnerable to geopolitical uncertainty in the Middle East. He outlines a rules‑based approach favoring hard assets like gold, silver, and miners, along with long‑term opportunities in nuclear energy driven by A.I. and data‑center demand. Siddell also explains why elevated oil prices remain a headwind for consumers and travel as summer approaches.

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Tim Bohen sticks with his bull case on the space race. He sees promise for Intuitive Machines (LUNR) and Planet Labs (PL) as space technology develops and SpaceX readies its IPO. Tim turns to what he considers a more stable trade idea for XPO Inc. (XPO) amid the "reindustrialization of America." Rick Ducat backs Tim's ideas by highlighting support and resistance areas in each stock chart.

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Nvidia (NVDA) shares moved back above $200 for the first time since November. John Belton still sees the brains behind much of the AI trade as one that's reasonably priced. While he doesn't see explosive growth in 2026 similar to past years, he believes Nvidia is making proper business moves that will benefit the balance sheet for a long time. Tom White offers an example options trade for Nvidia.

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Netflix (NFLX) sold off after earnings due in large part to its second quarter guidance. Jenny Horne takes a closer look into the streaming giant's report to explain why investors are looking forward and overshadowing the earnings beat. Dan Deming offers an example options trade for Netflix.

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Expect longer-term yields to stay elevated, says Charles Schwab's Cooper Howard. He looks at both the headwinds and tailwinds he sees in the bond market even as geopolitical uncertainty surrounding the Strait of Hormuz wanes. Cooper offers his strategy advice for fixed income.

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Ryan Detrick explains why the recent volatility was a rapid reset rather than the start of a bear market. He highlights a rare surge in momentum, stable credit signals, and weak defensive sector leadership as evidence the rally remains intact. Detrick says unless credit spreads widen or defensives begin to lead, the path of least resistance for equities remains higher.

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Crude oil is back to levels just above $80 after Iranian headlines pointed to the Strait of Hormuz being "completely open." However, Kevin Green notes conflicting headlines raising question marks for how it will affect energy prices ahead. KG explains that markets are currently experiencing a "negative correlation" environment and explains what a likely path to true equilibrium looks like. He later talks about the recent sector rotation and how moves today reflect strengthening market health.

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Headlines out of Iran that the Strait of Hormuz is "completely open" sent stocks mostly soaring following the opening bell. Jeff Pierce points to some exceptions with Alcoa (AA) after its earnings and NXP Semiconductors (NXPI) following a double downgrade. One winner Jeff has on his radar: Affirm (AFRM), which was named a top pick by Morgan Stanley.

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