Alex Coffey starts his coverage with a glimpse into the NAHB Housing Market Index, which shows a slight uptick and potential bottoming for the metric. However, it's the week ahead that compels Alex more. He explains how this week's trading action will "set the tone" for Wall Street to end 2025. On the earnings front, Alex makes the case for Micron (MU) and Nike (NKE) being the two biggest reports on the calendar as dispersion between the equal weight SPX and Mag 7 grows.