Will McMahon pushes back on the market’s heavy focus on AI, arguing broader participation could emerge as rates stabilize and geopolitical tensions ease. He points to consumer financials and industrials as attractive pro-cyclical plays with value beyond the current tech-led rally.

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Diane King Hall discusses this morning’s top moving stocks, starting with Accenture (ACN) opening at a nine-year low after earnings. She also points at Kroger (KR) falling to a 52-week low after missing multiple earnings metrics, and Intuit's (INTU) downgrade and price target cut by Stifel that cratered shares this morning.

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Slavik Kolesnik says markets misread new Fed Chair Kevin Warsh's hawkish stance, warning that persistent inflation could pressure equities as consumers show signs of strain. He forecasts higher unemployment and more interest rate hikes before highlighting a barbell fixed income strategy with a focus on the 30-year treasury.

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While not a complete end to the U.S.-Iran hostilities, Kevin Hincks sees the memorandum of understanding expected to be signed by Friday as a big sigh of relief for a greatly pressured energy trade. He also turns to the Fed and Kevin Warsh's expectations for the FOMC, believing his stance on "uneven" economic conditions will shape future interest rate projections. Kevin then analyzes the weekly jobless claims print that came in slightly above estimates.

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David Sand offers insight into what he calls a housing shortage in the U.S. driven largely by unaffordability. He outlines ways he sees the housing crisis being lifted, from building more units closer to transportation, to giving more buying power for lower-aged Americans.

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With all of the geopolitical and economic uncertainty, Jenna Stauffer sees a path where interest rates can come down even as new Fed Chair Kevin Warsh shows a hawkish stance. She sees the housing market regaining incremental strength but says new homebuyers still struggle to get their first home. Jenna says it's a different story when it comes to the luxury real estate market.

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PepsiCo (PEP) has experienced interesting price activity, according to Charles Schwab's Ben Watson. He highlights key technicals indicating bulls are retaking control of shares even as the stock consolidates.

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It's a busy start to Thursday ahead of a long weekend, as Tom White outlines the key movers just ahead of the opening bell. Fed Chair Kevin Warsh's commentary on interest rates Wednesday sent markets plunging and yields spiking, as Tom explains how Warsh "changing the narrative" for the FOMC is important for markets. It comes as crude oil falls to early March lows as details emerge on a U.S.-Iran memorandum of understanding. Tom then turns to comments from President Trump on a deal between Intel (INTC) and Apple (AAPL), along with SpaceX's (SPCX) volatile week.

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The FOMC unanimously voted to hold its interest rate target unchanged, and Kevin Warsh said, "the Fed will deliver price stability." Intel (INTC) announced trial runs of its most advanced chip node and Microsoft (MSFT) reportedly is in discussion with Oracle (ORCL).

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Marley Kayden discusses financials leading the market higher while investors digested the Federal Reserve’s decision to keep interest rates unchanged. Meanwhile, CarMax (KMX) slid after earnings and Netflix (NFLX) denied reports of interest in acquiring Lionsgate.

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