Tesla moving higher despite dismal results, but our analyst says its in a unique position with a supercharged AI and self-driving outlook. Plus, Apple is on deck to report results and one CIO says the bar seems pretty low post-DeepSeek. And UPS is tracking for its worst day on record after announcing plans to scale back Amazon deliveries. We’ll speak with the CEO about that and their cost-cutting efforts.

The Nasdaq is rebounding after yesterday’s Nvidia-led sell-off, but Vaneck’s CEO sees more pain ahead for big tech. If that comes to pass, Barclays says health care stands to be the biggest beneficiary of tech’s underperformance, and our analyst has the names with the biggest upside. And consumer confidence came in weaker than expected as Main Street remains pessimistic about their future employment. We’ll look at what it means for the Fed’s next move.