“Expectations are really high,” Nitin Sacheti says, examining the results from megacap tech earnings this week. It’s becoming a stock picker’s market as investors need to sort through the AI trade carefully; he likes hardware and inference-related companies, but is beginning to hedge. Another place he’s looking is at fiber, as it’s needed to move data across the country. He’s also long in the defense sector in companies where he sees secular growth.

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Kevin Hincks believes Kevin Warsh brings a "fresh new voice and ideas" to the U.S. central bank. He and Nicole Petallides discuss the news that President Trump plans to nominate the former Fed Governor as Jerome Powell's replacement. Later, Kevin examines the pre-bell moves in metal products as gold and silver dramatically pullback from all-time highs. On the radar ahead, he notes the next jobs print and CPI data looming in early February.

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Carley Garner says crude oil's "down on the mat" following a "tough" 2025. But Carley does flag a rebound in the U.S. dollar could impact crude oil. She explains the historical correlation between the dollar and oil. Carley underlines the significance of the $65 level for crude oil and $95 for the dollar over the past 20 years. She adds that a new Fed Chair could also affect the dollar-crude oil correlation.

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Neil Chatterjee joins Diane King Hall to discuss the hot button topic impacting Americans: higher energy bills tied to the surge in A.I. demand. Neil says it could be the biggest drain on the energy grid since "the advent of air conditioning." He says many consumers tie energy increases just to gasoline, but are now gaining more awareness of the tie to electricity. Neil stresses the importance of government officials ensuring a reliability of the power grid moving forward. On nuclear power, he's bearish saying "we can't yet bank on it," adding the answers are more in solar solutions.

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Rick Ducat provides a deep-dive into Walt Disney's (DIS) chart ahead of Monday's earnings report. He shows its relative performance compared to industry peers as well as the overall communication sector. Rick highlights the "lumped together" confluence of moving averages headed into the report. Later, he demonstrates an example options trade for Disney using a call vertical strategy.

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The pick is in! Pres. Trump announced his plans to nominate Kevin Warsh for the Federal Reserve Chair. Kevin Green provides context on the Warsh pick and provides some background information on his potentially hawkish credentials. On the earnings front, KG looks at the premarket move in Apple (AAPL) as the iPhone maker delivered a huge revenue beat in its 1Q print. However, he notes some investors questioning the margin story for the Mag 7 giant. KG adds his take on Sandisk (SNDK) as well as a sharp pullback in gold and silver headed into the weekend.

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Wolfe Research upgraded Broadcom (AVGO) to an outperform rating. Kevin Horner swings by to look at the chart and describe the recent trading patterns in the semiconductor stock. On the 30-day timeframe, he's watching upside resistance at $355 with downside support near $315. On a longer-term chart, Kevin says the $340 level should act as a test to see if shares can "get any upward momentum."

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Apple (AAPL) "executed well enough," says David Nicholson, "and that's enough." The company posted record quarterly revenue yet again but its services revenue came in-line. However, David sees a "tectonic shift" taking place with its partnership in Alphabet's (GOOGL) Google Gemini that he suggests investors not ignore. He sees Gemini insulating margins from Nvidia (NVDA).

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Apple (AAPL) posted yet another earnings beat while muscling significant numbers for iPhone sales and revenue from China. However, its services segment came in-line. Marley Kayden, Sam Vadas, and George Tsilis take investors through the extensive report and explain how it all plays into the Mag 7 firm's strength in tech as it finds its footing in the AI trade.

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It's no secret Microsoft's (MSFT) earnings sparked market-wide selling action. Marley Kayden and Sam Vadas talk about unsung sections of the trade following Thursday's session. They later turn to the added focus of productivity on Wall Street.

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