"Investors aren't getting out of the market, they're just rotating right now," says Tom White when looking back at the prior trading week. This Monday, Apple (AAPL) and Palantir (PLTR) lead the earnings charge, something Tom believes will be essential in revitalizing a broken tech trade. Amazon (AMZN) getting an upgrade from Phillip Securities offers a bright spot for AI after the Mag 7 giant fell after its earnings. Tom also talks about merger headlines as Marvell (MRVL) will acquire Lumentum (LITE) for $115 billion in an all-stock deal, while reports suggest SpaceX (SPCX) is in talk to buy Boost Mobile.