"If you're bullish on A.I., you're bullish in ASML," says Nick Raich. After ASML Holding (ASML) posted an earnings beat in its latest report, Nick said he's "very pleased" with the company's outlook even though it showed a revenue miss. Ron Westfall adds that the company's monopoly on a tech needed to develop many A.I. chips gives it a distinct advantage in the A.I. race. Both also talk about why markets are not undergoing an "A.I. bubble" and the continuing role Nvidia (NVDA) plays as a tech leader.

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Carolina Milanesi offers a wide perspective of Apple's (AAPL) latest tech initiatives and what they mean for the Big Tech firm's future growth. She notes that efforts into diversifying their products and services will expand an already-massive moat for Apple. Carolina adds that A.I. efforts need to be a priority if Apple wants to offer more growth potential.

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Agriculture stocks largely rallied sharply to the upside while metal manufacturers like MP Materials (MP) sold off. George Tsilis talks about how tariffs generated big moves in these stocks and explains the retail and institutional investments shaking earth-tethered stocks.

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