Companies like AMD Inc. (AMD), Arm Holdings (ARM), and Qualcomm (QCOM) back autonomous driving start-up Wayve with a $600 million check. On the macro front, energy price fluctuations shake homebuilder confidence. Marley Kayden and Sam Vadas offer more insight into their final takeaways of the trading session.

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Sara Lind breaks down how New York City’s new outdoor‑dining regulations are putting financial pressure on small restaurants. She explains how seasonal removal rules and high storage costs threaten profitability, especially for businesses outside Manhattan. As demand for alfresco dining remains strong, the debate now centers on whether policy adjustments can preserve street life without squeezing local operators.

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James Czerniawski previews Netflix (NFLX) earnings as the company doubles down on organic growth following its decision to walk away from a potential merger with Warner Bros. Discovery (WBD). He discusses how subscription price hikes and the ad‑supported tier are driving revenue growth, while Netflix pushes further into live sports and gaming to compete more directly with Walt Disney (DIS). The focus now turns to guidance and whether these initiatives can support the next leg of growth.

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Investopedia's Caleb Silver offers insight into the biggest stocks traders have been buying and selling amid the recent market rebound. The top buys he's seen involve Big Tech names recapturing former glory, like Nvidia (NVDA), Microsoft (MSFT), and Micron (MU). He explains why they fell out of favor and why investors are moving back into them. Caleb shows that while a majority of investors are at least cautiously optimistic, there's still plenty who are skeptical of the recent run in stocks.

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Robert Cantwell calls Alphabet's (GOOGL) latest earnings "really important" with investors putting their foot down on the Mag 7 company's $180 billion projected CapEx spending. He's wary on AI infrastructure moving forward, but he believes the company can use AI to strengthen its advertising revenue stream. Angelo Zino calls the results "phenomenal" and sees opportunity in Alphabet's gargantuan CapEx. As long as the company accelerates its use cases for AI beyond Gemini, Angelo sees the $180 billion investment paying off.

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Bulls need to "hold a line in the sand" to ensure the S&P 500 (SPX) maintains its new record high, says Kevin Horner. He analyzes key levels in the index heading into Wednesday's historic milestone. In Kevin's other Charts to Watch, he shows how bulls are making a stand in Exxon Mobil (XOM) and Netflix (NFLX).

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Daniel McGahn, CEO of American Superconductor (AMSC), discusses their latest earnings, a new acquisition, and international expansion. The company is “hitting on all cylinders” and going after larger projects, he notes. He thinks they can continue to deliver “consistent profit” and have “turned the corner fully.” All sectors are growing at around the same rate because they are all linked to manufacturing, Daniel explains, breaking down some of the work AMSC does.

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Dave Mazza with Roundhill Investments calls memory the "true bottleneck" of AI. As demand outpaces supply, he explains how previous "boom and bust" cycles in tech differ from the rally stocks like Micron (MU), SanDisk (SNDK), and Western Digital (WDC) are experiencing. Dave sees "incredible" revenue growth backing these earnings throughout the coming weeks. He then talks about how his firm offers exposure to these companies and others through the Roundhill Memory ETF (DRAM).

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