Paul Schatz breaks down the current market melt-up and explains why chasing high-flying tech stocks often leads to exhaustion. Seeking real value outside of tech, he highlights fresh opportunities in nuclear energy, housing, and aviation. Finally, Schatz shares a clever ETF strategy designed to maintain market exposure while hedging against a sudden pullback.

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Scott Nations says the market is shifting from complacency to resiliency but warns the AI trade is entering “mini bubble” territory similar to 1999. He points to overbought conditions in the S&P 500 and Nasdaq 100, rotation out of Nvidia (NVDA), and rising “AI washing,” while cautioning that valuations remain exposed to Treasury yield swings and geopolitical risk.

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Charles Schwab's Collin Martin breaks down the state of treasury yields and the U.S.-Iran War's impact on them. He says for the most part, stagflation doesn't appear to a huge issue for the economy even though all eyes are on the inflationary front given the rising cost of oil and gas. Collin notes any truce between the U.S. and Iran would be good news as the war is not offering any signs of economic stability.

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The stock market stays optimistic that a deal is coming between the U.S. and Iran, says Kevin Green. If no deal manifests, he's looking at a price reversal to the upside in crude oil. KG notes 7,600 as a key level of resistance in the S&P 500 (SPX) and explains the rotation back into Palantir (PLTR) after Dell Technologies' (DELL) earnings.

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Fritz Foltz outlines how looming IPOs from names like SpaceX, OpenAI, and Anthropic could amplify market enthusiasm while pressuring valuations and blurring the line between active and passive investing through products like Invesco QQQ Trust (QQQ). He highlights persistent inflation and a higher-for-longer rate backdrop, favoring short-duration bonds and TIPS, while emphasizing diversification into gold and commodities to manage volatility and stagflation risks.

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Diane King Hall breaks down this morning's earnings movers by starting off with a winner in Okta Inc.'s (OKTA) beat, pushing shares to a 52-week high. NetApp (NTAP) hit new all-time highs after earnings while SentinelOne (S) plunged on a revenue miss and disappointing guidance.

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Despite the old “sell in May” cliché, U.S. stocks are holding firm, driven by AI momentum and resilient earnings. Scott Welch breaks down a “tale of two markets,” highlighting renewed strength in mega-cap tech alongside solid small-cap performance, while also addressing a more hawkish Fed outlook and rising global opportunities. He closes by weighing whether AI’s surge reflects true earnings power or signs of overheating.

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After Dell Technologies (DELL) posted stellar earnings beat and guidance raise, many investors will now have their eyes on HP Enterprise (HPE) into its earnings after Monday's close. The stock is currently trading at record highs. Rick Ducat turns to the key support and resistance levels to watch in the stock charts. Tom White returns to Options Corner and walks through an example options trade for HP Enterprise.

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Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D

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Jim Kelleher talks about the massive earnings beat and guidance raise in Dell Technologies' (DELL) report and why agentic AI gets the credit for the surge. He notes Dell's "massive backlog" with products like Nvidia's (NVDA) Vera Rubin and Blackwell AI chips backing the growth picture. Jim also likes the company's growth in its more traditional businesses.

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"This has been a run for the ages" in the stock market, says Jay Woods, noting the S&P 500 (SPX) is on track for a nine-week rally. Now he believes anything from consolidation to a 10% pullback is in the cards. Jay points to the U.S.-Iran War and inflation woes as the biggest headwind over markets. He highlights transportation stocks setting up a potential rebound rally as something for investors to watch. In separating hype from reality, Jay talks about finding "bottoms" in parabolic stocks, including those in the quantum trade.

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