Markets have moved on from Iran and instead have their full focus on AI, says Matthew Tuttle. After many tech stocks made parabolic moves, Matt urges investors to not chase those intense rallies and instead find underappreciated parts of the sector. He then turns to macro discussions in the U.S.-Iran War and Kevin Warsh's new conundrum as Fed Chair as inflation woes climb.

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As long as earnings estimates continue to move higher, Cameron Dawson sees the bull run having solid footing. That said, she notes markets are slightly overbought and breadth is narrow. If earnings slow, Cameron believes that bull run can stop quickly. She adds that she's fearful of "the lack of fear itself," expressing concern of the intense call activity seen in options. Cameron later tackles the AI CapEx story as hyperscalers build out their AI infrastructure.

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Salesforce (CRM) reports earnings after the close Wednesday, and Rachel Dashiell of Charles Schwab believes shares are currently in a "bullish regime." However, should momentum break after the report, the stock has potential to fall to new 52-week lows.

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Kevin Green breaks down the stellar price action in AI memory chips as investors and analysts alike continue to express bullishness in the space. It comes as Micron (MU) hits $1 trillion in market cap. KG explains how the rally can extend following its parabolic move and the headwinds it has created for the rest of the stock market.

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On this episode of Market Matters, Seth Schachner, Managing Director of Strat Americas and the host of the “Breaking Down the Biz” podcast, takes a closer look at media and streaming. Seth shares what it was like witnessing how streaming changed the music business as an AOL and Sony executive, examines the future of the movie industry and the potential for future mergers in the streaming space. Seth also shares stories from the Latin music scene of the early 2000’s and weighs in on the recent trend of “streamflation.”

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Micron (MU) surges after a huge analyst price target boost, lifting AI chip names like Western Digital (WDC) and SanDisk (SNDK). Qualcomm (QCOM) jumps on a reported ByteDance AI deal while Pony AI (PONY) spikes after explosive robotaxi revenue growth.

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Geopolitics and a tentative ceasefire are reshaping risk premiums across energy and bonds. Ben Emons highlights easing conflict fears, while warning the Fed may shift to neutral as growth stays strong and inflation pressures persist.

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Sam Vadas breaks down the latest selloff in Chinese stocks as new concerns emerge over China's new AI regulations. She says regulatory uncertainty is pressuring investor sentiment.

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Consumer sentiment remains weak, but spending stays resilient. Joe Schmitz highlights strength at Starbucks (SBUX), The Walt Disney Company (DIS), and Home Depot (HD), while noting a shift toward more defensive financial planning and retirement strategies.

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Zed Francis breaks down volatility on Micron (MU), the memory chip boom, and the state of the AI trade following Nvidia's (NVDA) latest earnings report. He explains why Micron is projected for record profits, what options market trends are signaling in semiconductors, and how rates remain the biggest macro risk for the AI-driven rally.

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