Walt Disney (DIS) is a "story of patience," argues Stephen Kent. While the stock experienced a years-long consolidation, he sees the company making "money on autopilot" through its maturing streaming platform even as it faces the "YouTube question." Morningstar's Matt Dolgin adds that its experiences segment is doing great, though he warns of softness ahead as international visits slow.

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While Palantir (PLTR) is a stock Aquiles Larrea, Jr. considers a key part of portfolios, he shows concern in valuations. To justify the company's "quite expensive" price tag, Aquiles expects Palantir to show strong growth in earnings after Monday's close. He tells investors to keep an eye out for commercial revenue numbers. Tom White offers an example options trade for Palantir.

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Oracle (ORCL) is raising another $50 billion for AI infrastructure as Wall Street remains wary on the future of data center need. Marley Kayden takes investors through the latest development as Oracle shares trade less than half of last year's all-time high. Chales Moon with Prosper Trading Academy offers a bullish example options trade for Oracle.

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Charles Schwab's Michelle Gibley turns to the international movers by looking at how Japan's elections can increase demand for global bonds. India's trade deal with the EU will also prove significant, as it signals a divergence from dependence on the U.S. As for the memory chip trade, Michelle sees expectations getting "a little frothy."

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Larry Donald calls Jensen Huang “slippery as a Mississippi eel” as he tries to keep Nvidia (NVDA) stock high. He looks at the commodities trade, including memory for AI, and says a run up in prices can eventually create a bear market. He’s “oversold” right now and believes we are 2-3 years into an “8-year” bear market for the dollar. The amount of capital leaving the U.S. is making the White House nervous, he believes. Larry argues that inflation will return in 2026.

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Kevin Green begins his market analysis with a look at PMI manufacturing's better-than-expected report. However, he notes bond weakness as something for investors to watch even as the U.S. dollar adds support. KG still has a warning for traders: "prepare for February to be very volatile." Bitcoin's stumble below $80,000 shows another warning to the risk-on trade, though KG believes a reversal will signal strong short-term support.

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Talley Leger expects resilience in the markets through 2026 despite volatility. He sees “ten tailwinds” and thinks that we are on a “higher trajectory” than the Street anticipates. He argues gold is losing its “safety premium” and that the metals market was in a bubble. “I would be shopping the sales in the cyclicals,” Talley says, along with international and small caps.

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Phillip Securities upgraded Microsoft (MSFT) and Apple (AAPL) after both companies reported earnings last week. Diane King Hall explains why the analyst sees more promise in the Mag 7 giants. Elsewhere in Big Tech, Palantir (PLTR) has a new bull in William Blair with the firm seeing strong earnings growth ahead. Humana (HUM) continues to struggle with other healthcare stocks, though Diane points Monday's downside action to a downgrade.

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Sean O’Hara describes a “momentum fizzle” in tech and looks to quality instead. He thinks the AI trade is too focused on the Mag 7 and investors should broaden out, looking at which companies the AI capex is going to. “Do you want to bet on the spend side…or the receiver side?” On the broad market, he tells investors to watch the U.S. dollar. He thinks Kevin Warsh will “remake the Fed” and help get their balance sheet “back in line.” Sean shares international and small cap opportunities in his firm’s ETFs.

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Traders are "setting up for another massive week," says Kevin Hincks. He takes a look at the premarket moves into the start of a new trading week packed with Big Tech earnings. Palantir (PLTR) kicks things off on Monday, AMD Inc. (AMD) on Tuesday, with Mag 7 names in Alphabet (GOOGL) and Amazon (AMZN) later in the week. Kevin adds that silver and gold's sharp sell-off is "shaking the market" just about everywhere you look. Bitcoin's selling action adds pressure in the crypto space.

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