Vital Knowledge’s Adam Crisafulli and iCapital’s Sonali Basak break down the impact of rising yields and what they mean for the market’s next move. Oppenheimer’s Brian Schwartz explains why Microsoft is gaining ground as the company beefs up Copilot. Meantime, the latest AI developments send conflicting signals for Planet Fitness and Twilio. Brightshore Capital’s Tom Shapiro discusses what higher rates mean for real estate and where pressure could emerge. BMO’s Harsh Kumar previews Micron earnings and what the results could signal for memory, semiconductors and the broader tech trade.