Good MorningEquity markets are melting up on AI. The rise of AI has brought game-changing news from companies like NVIDIA, Advanced Micro Devices, Oracle, and Adobe and promises to be a theme of the Q2 reporting season. The biggest names in tech have still to report and, at the end of the cycle, another report from NVIDIA is due. The company was guided to a level 50% above the prior consensus and could easily raise guidance again. In that scenario, the uptrend in NVIDIA, AI stocks, and the broad market will likely continue.
The wall of worry is still in place. The Fed's last policy announcement was less than dovish and may result in 2 more interest rate hikes by the fall. In that scenario, economic pressure will continue to build and may result in more bank failures and declining consumer demand that puts a cap on the market. Featured: Move Your Money Here Before August 31st (Ad) 
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Consumer Discretionary | |
Shares of Nikola (NASDAQ: NKLA) soared over 150% last week, reaching a high of $1.83 per share, before pulling back and ending the week at $1.19, up 68%. After topping out at $93.99 in spectacular fashion in June 2020, the stock has been in a steady downtrend coming off 98%.
The stock traded clos... Read the Full Story |
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From Our Partners | | Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge.
Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks.
Stream his free presentation to get every buy and sell recommendation with no membership or credit card required. | | Watch Marc Chaikin's free presentation and get his full buy-and-sell list today |
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Markets | |
Semiconductor giant Broadcom Co. (NASDAQ: AVGO) stock has rocketed 35% in the past month, fueled by the artificial intelligence (AI) mania. Broadcom is a significant benefactor from its customers' robust deployment of generative AI. While Broadcom doesn’t make AI chips like Nvidia Co. (NASDA... Read the Full Story |
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Industrials | |
Shares of Mosaic (NYSE: MOS) have been on a steady downtrend since their peak price of $79.28 per share in April 2022. The decline had only accelerated with a more substantial fall lasting for the entire second quarter of 2023 when prices went from virtually $43 per share down to a low of $31.44 i... Read the Full Story |
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From Our Partners | | Hedge funds are rotating out of AI hype and into the hardware layer powering it. New research identifies three profitable U.S. infrastructure companies leading this shift.
One just posted 76% year-over-year data-center growth. Another holds a $12 billion backlog from global hyperscalers. A third is generating 59%+ gross margins on next-gen chips. | | Access the full analysis, price setups, and catalysts now |
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Consumer Discretionary | |
A war is happening in the tech world, and Amazon (NASDAQ: AMZN) is not sitting idly by. The company commands 30% of the data-center market shares and faces increased competition from names like Microsoft (NASDAQ: MSFT), which continue to whittle away at the market.
The rise of AI has amped the ou... Read the Full Story |
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Technology | |
Computer peripherals and accessories manufacturer Logitech International SA (NASDAQ: LOGI) stock took a (10%) haircut on the sudden resignation of its CEO of 10 years. On June 13, 2023, Logitech CEO Bracken Darrel abruptly resigned after ten years. Board member Guy Gecht, member of the audit comm... Read the Full Story |
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From Our Partners | | Barrick Mining has spent decades building one of Nevada's richest gold districts, anchored by Fourmile, Goldrush, and Cortez Hills, deposits that could hold up to 60 million ounces of gold.
One overlooked explorer controls 142 claims bordering Fourmile and sitting less than a mile from Goldrush. New geological modeling aims to reveal what's beneath this largely untested ground, while a planned 5% royalty spin-off could give shareholders a separate stake in the project. | | Read the full report before the next catalyst hits |
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Consumer Discretionary | |
Cosmetics beauty products retailer Ulta Beauty Inc. (NASDAQ: ULTA) shares fell (15%) on its Q1 2023 earnings results. While other retailers like Abercrombie & Fitch Co. (NYSE: ANF) and Urban Outfitters Inc. (NYSE: URBN) are seeing margin expansion, Ulta still deals with margin compression. Mar... Read the Full Story |
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Markets | |
Upscale fast-casual burger restaurant chain BurgerFi International Inc. (NASDAQ: BFI) shares have been staging an impressive rally rising 39% year-to-date (YTD). BurgerFi restaurants are committed to using antibiotic and hormone-free Angus beef that's never frozen and made-to-order as it's chargri... Read the Full Story |
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Technology | |
There is much tension in the chip and semiconductor manufacturing industry today, as fierce competition boils due to the new sentiment towards artificial intelligence; geopolitical tensions and trends push firms to choose regions where they will invest and operate.
Following the blowout rally fro... Read the Full Story |
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Technology | |
Twilio (NYSE: TWLO) has become a forgotten name since coming off about 84% from its pandemic highs, set in February 2021. The communication technology company was a favorite amongst growth players. Still, since its sharp decline over the past two years, it has fallen off the radar of many. However... Read the Full Story |
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Technology | |
When it comes to semiconductor stocks in recent weeks, Nvidia Corp (NASDAQ: NVDA) may have been grabbing most of the headlines, but they're not the only chipmaker whose stock has been soaring. Shares of Broadcom Inc (NASDAQ: AVGO), with a market cap about a third the size of Nvidia's, have also be... Read the Full Story |
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Tuesday's Early Bird Stock Of The Day GE Vernova LLC, an energy business company, generates electricity. It operates under three segments: Power, Wind, and Electrification. The Power segments generates and sells electricity through hydro, gas, nuclear, and steam power. Wind segment engages in the manufacturing and sale of wind turbine blades; and Electrification segment provides grid solutions, power conversion, solar, and storage solutions. The company was incorporated in 2023 and is based in Cambridge, Massachusetts. | | View Today's Stock Pick |
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