Good MorningWall Street leaned into national security and tech themes today. JPMorgan pledged up to $10 billion in direct investments across critical minerals, defense, energy resilience, AI, and cybersecurity—boosting suppliers tied to those priorities. Globally, the Dutch government moved to seize control of Chinese-owned chipmaker Nexperia over governance concerns, while OpenAI and Broadcom announced a partnership to build custom AI accelerators, spotlighting the growing strategic value of semiconductors.
Elsewhere, commodities and macro risks fueled uncertainty. Copper is up 27% this year, while oil and gold gained on geopolitical tensions and policy risk. Retail hiring pullbacks and a resignation at First Brands tied to an accounting scandal raised credit and demand concerns, just as Speaker Mike Johnson warned the government shutdown could become the longest ever. Traders are crowding into themes like AI, crypto, and defense, but tariff threats and new chatbot regulations show how policy moves continue to shape the tape. Featured: Elon’s big $266,000 per second purchase (Ad) 
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Technology | |
Shares of Fair Isaac Corp. (NYSE: FICO) have taken shareholders for a ride last week, first rallying by over 15% and then selling off by nearly 10% in the span of a couple of days.
While the stock’s initial surge was driven by a genuinely disruptive announcement, the subsequent drop left ... Read the Full Story |
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From Our Partners | | Bill Poulos is offering his Smart Trade Options Checklist at no cost today - normally priced at $29.97.
It's a single-page, seven-point filter designed to help traders identify weak setups before placing any options trade. Print it, keep it at your desk, and run it before every trade. The download link expires soon. | | Download your free copy of the Smart Trade Options Checklist now |
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Technology | |
Like much of the quantum computing industry, D-Wave Quantum Inc. (NYSE: QBTS) has recently been on a high-flying ride. Shares have surged by more than 243% year-to-date (YTD) and nearly doubled in the last month alone. These gains pale compared to the stock's rally of almost 3,200% in the past y... Read the Full Story |
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Technology | |
Datavault (NASDAQ: DVLT) is certainly not without risks, including funding and reverse stock splits. However, a series of recent events suggests that this emerging next-gen technology is worth a look, if not a position, in speculative portfolios. What is it?
Datavault is blurring the lines betw... Read the Full Story |
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From Our Partners | | Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 is orchestrating what analyst Porter Stansberry calls a total U.S. money reset, bypassing conventional legal channels under the guise of national security.
The last time America reset its currency - under Nixon in the 1970s - it created an average of 1,300 new millionaires a day for over 50 years. Stansberry has identified three asset categories connected to Trump's initiative that could surge, plus his single top investment move. | | Watch the documentary briefing and find out which side you land on |
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Energy | |
Tariffs are supposed to temper margins and earnings prospects outside the United States. With the energy sector significantly compressed by low crude oil prices, this double headwind doesn’t bode well for stocks exposed to this space, especially overseas companies. However, this environment ... Read the Full Story |
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Transportation | |
It's been touch-and-go for Delta Air Lines’ (NYSE: DAL) stock price over the past few years, but those days are coming to an end.
The company’s industry-leading position, persistent strength, outperformance, cash flow, and value-building capability have its stock price on track to r... Read the Full Story |
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From Our Partners | | Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the digital dollar. They gave us the timeline… 2025 to 2030. We're in that window right now.
Once the digital dollar launches, every transaction you make will be tracked. Your spending could be controlled. Your accounts could be frozen.
Over 4,500 investors have already used this legal backdoor to hold assets CBDCs can't freeze and generate yields the Federal Reserve can't touch. | | Watch how to access the legal backdoor before it closes. |
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Medical | |
The biotech world is a prime target for risk-tolerant investors seeking out companies with the potential for dramatic gains. Firms in this space often either make it big—spiking upon news of a promising trial or a drug that will make it to market—or crash and burn. As a penny stock w... Read the Full Story |
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Finance | |
Investors looking to get into Applied Digital’s (NASDAQ: APLD) AI outlook should think twice about rushing into this market.
While the robustly improving outlook for AI-driven demand, revenue, and earnings sparked the 30% October increase in share prices, short interest made the movement... Read the Full Story |
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Retail/Wholesale | |
Levi Strauss (NYSE: LEVI) is on track to hit new highs in 2026, as the enduring, globally recognized brand is in the midst of a sales recovery. Management is effecting a strategic transformation that centers on direct-to-consumer, omnichannel, and e-commerce, driving industry-leading sales growt... Read the Full Story |
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Financial Services | | Just when it seemed like tariffs were no longer on the radar, a single post from President Trump on Truth Social reignited the conversation—and the market reaction was swift. Investors had largely forgotten the intense volatility that gripped the United States and global markets earlier this y... Read the Full Story |
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Technology | |
Alphabet (NASDAQ: GOOGL) has reasserted its dominance in the global technology landscape, emerging from a period of competitive and regulatory turbulence stronger than ever.
Once viewed as playing catch-up in the artificial intelligence (AI) race, Google has flipped the narrative, positioning i... Read the Full Story |
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Tuesday's Early Bird Stock Of The Day United Airlines Holdings, Inc., through its subsidiaries, provides air transportation services in North America, Asia, Europe, Africa, the Pacific, the Middle East, and Latin America. The company transports people and cargo through its mainline and regional fleets. It also offers catering, ground handling, flight academy, and maintenance services for third parties. The company was formerly known as United Continental Holdings, Inc. and changed its name to United Airlines Holdings, Inc. in June 2019. United Airlines Holdings, Inc. was incorporated in 1968 and is headquartered in Chicago, Illinois. | | View Today's Stock Pick |
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