Cloud will be "extremely important" in 2026, says Matt Tuttle, as he sees Amazon's (AMZN) AWS in the center in AI's expected thematic shift. He explains how Amazon will capitalize on cloud growth along with advertising revenue that's taking more of the overall pie. Tom White offers an example options trade for the Mag 7 stock.

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China is seeking to replace U.S. and Israeli technology with its domestic firms. Not only will it limit Nvidia (NVDA) chips on an occasional basis, but China issued cybersecurity and chip bans against companies like Palo Alto Networks (PANW), Fortinet (FTNT) and Broadcom (AVGO). Marley Kayden talks about the back and forth between the U.S. and China to highlight the shake-up these stocks can experience. Prosper Trading Academy's Scott Bauer calls Palo Alto "best in class" for cybersecurity and offers an example options trade for the stock.

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Collin Martin and Nate Peterson walk through the big picture. They give their takeaways from the latest economic data, examine the Mag 7’s recent underperformance, and compare labor market and inflation metrics. While the Supreme Court did not rule on tariffs today, they look at potential consequences if the government loses the case. “We see very little risk” of a big inflation reacceleration, notes Collin.

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John Kosar walks through the Asbury 6, a way of measuring markets. Four of the indicators are green, while two are red. He examines inflows into S&P 500 sectors to tell where money is moving in markets: the top three sectors are Healthcare, Industrials, and Financials. “This has been a really interesting market,” John says, pointing out crosscurrents and breaking down the Mag 7’s recent performance.

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Existing home sales increased for the fourth months in a row, says Kevin Green, a positive signal for a struggling housing market. As for November's retail sales, he notes pressures in goods along with utility and gas prices accelerating higher. KG explains what it all means for the Fed's fight against inflation. On the commodities front, he talks about metals like gold, silver, and even tin hitting all time highs paired with crude oil's spike on geopolitical headlines.

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“A lot of industries were constrained in 2025,” contributing to the K-shaped economy. Steven Wieting thinks that 2026 could see us outgrow the K-shape. He believes that we “can’t depend on money” amid concerns around Fed independence and other factors and looks at alternatives like gold and Bitcoin. “You want to own the productive capital of the economy,” he adds. Steven notes that extreme capex spending on AI can’t last forever and explains the risks there.

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Diane King Hall hits headlines moving markets Wednesday morning with a glimpse at the big banking picture through Citigroup's (C) earnings. EPS beat but sales missed, though investors didn't lean one way or the other in stock direction. On the Big Tech front, Daine notes Nvidia (NVDA) being granted conditional approval to sell H200 chips in China. She later turns to reports of Netflix (NFLX) readying an all-cash bid for Warner Bros. Discovery (WBD).

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“Inflation really isn’t going to be the problem,” argues Jim Thorne, and the Fed needs to loosen rates. “I love the banks,” he says, calling them a core holding for the rest of the decade. He looks at regional banks but also “loves” JPMorgan Chase (JPM), Morgan Stanley (MS) and Goldman Sachs (GS). He’s targeting 8,000 on the SPX for the end of the year and thinks Nvidia (NVDA) will be one of the drivers.

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Netflix (NFLX) shares are searching for strength with the stock recently hitting 9-month lows as it seeks to buy Warner Bros. Discovery (WBD). Tom White turns to the bearish trends gripping the stock and highlights bullish signals to mind for a reversal. He then turns to the options front and offers an example trade.

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Brett Hillard turns to two very different industries while offering strong insights for each. On defense, he favors "early stage" tech companies with signs of profitability. As Brett explains, just mind the length of government contracts. He later touches on the supply restraints in real estate and why they won't shift anytime soon.

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