David Nicholson says the Tesla (TSLA) valuation is largely rooted in its future technology offerings for Robotics, A.I. and much more. David joins Alex Coffey to dissect Elon Musk's commentary today suggesting his re-commitment to be Tesla's CEO for the next several years. He looks at the capex moving into robotics, saying within 5-10 years "advanced robots will be in many, many homes." In terms of competition, David points to Chinese EV makers as well as Nvidia (NVDA) and Apple (AAPL) in mega-cap tech.

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"The United States needs to be the leader" in the crypto space, argues Jim Thorne. He says cryptocurrency markets remain in the "very early innings" of development and have room to run with a "regulatory cloud" lifted in Washington.

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Markets continued to experience compression as indices closed lower, aside from the RUT's marginal gains. Tesla (TSLA) CEO Elon Musk made headlines on his position and plans for next month's expected robotaxi launch. Uber Technologies (UBER) and Coreweave (CRWV) hit new all-time highs, while Palo Alto Networks (PANW) sold off after earnings. J.D. Durkin turns to the trading session's top stories.

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Palo Alto Networks (PANW) shares fall after the cybersecurity company's 3Q earnings report come in mostly in-line. Kevin Green says things were maybe "a little light" on its subscription-based revenue, but overall headline numbers were "decent." J.D. Durkin adds that commentary from the company's conference call is "key" and is interested to hear how PANW will employ agentic A.I. into its offerings.

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The quantum race gained traction after D-Wave Quantum (QBTS) offered wider access to its most advanced quantum computer. As George Tsilis notes, the company added to its near-1,200% rally over the year following the announcement. George talks about D-Wave's rise and the challenges it has to overcome to maintain profitability.

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Home prices continue to pressure potential buyers, but there may be a glimmer of hope on the horizon. Katie Hubbard notes that homebuilder sentiment has fallen, leading to a "knife fight" in publicly traded homebuilder communities. As a result, some builders are slashing prices and offering incentives like zero-down mortgage rates to move inventory.

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While international stocks recently experienced general overbought conditions, Michelle Gibley suggests it's "not too late" to be involved in the trade. She offers the case that the move into international isn't a "short-term phenomenon." As for U.S. stocks, Nathan Peterson wouldn't be surprised to see a slight pullback and retest recent levels.

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There's been notable back-and-forth action between bears and bulls in the SPX, especially surrounding the 5,950 level. Kevin Green says buyers stepping in around 5,900 in a low liquidity environment shows signals of strength but there needs to be more conviction to hold levels. He points to the ratio in tech and staples compared to the SPX to explain why "exhaustion" may be slipping into trading action.

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