A strong economy needs strong banks, according to Joe Tigay, who discusses JPMorgan Chase (JPM) earnings and what they signal for the health of U.S. consumers. In the AI trade, he believes the latest bout of market volatility will benefit Alphabet (GOOGL) long-term, and sees AI agents leading to AMD Inc.'s (AMD) next growth stage. Joe offers example options trades for his picks while Ben Watson of Charles Schwab offers technical analysis of the stock charts.