There's a lot to digest for investors on a shortened holiday week. Tom White talks about how current yield levels and the end of earnings season offer a chance for markets to cool down. On the AI trade, Tom explains why Wells Fargo is increasing its price target on AMD Inc. (AMD) and an office raid on Super Micro (SMCI). Big banks saw bearish sentiment with Oppenheimer's downgrades on Bank of America (BAC), Citigroup (C), Morgan Stanley (MS), and Goldman Sachs (GS).