Good MorningStocks pulled back last week as expectations for a December Fed rate cut faded. The S&P 500 slipped about 1%, led by modest declines in names like NVIDIA, Tesla, and JPMorgan. But this looks more like rotation than retreat, with defensive sectors such as Consumer Staples and Healthcare picking up the slack.
AI demand continues to drive markets behind the scenes. Micron and Samsung are raising DRAM prices amid tight supply—another sign of expanding AI infrastructure. That theme takes center stage this week with NVIDIA’s earnings. Wall Street expects a 57% jump in revenue, and strong results could trigger another wave of upgrades.
Investors will also be watching a packed retail earnings slate, with reports from Home Depot, Target, TJX, and BJ’s Wholesale offering a read on consumer resilience. Meanwhile, Fed minutes on Wednesday may clarify the central bank’s path forward—even if the data remains incomplete due to the government shutdown. Despite the dip, markets remain near record highs, and long-term tailwinds from tech and AI still dominate the outlook. Featured: Trump's New Dollar (Ad) 
|
Consumer Discretionary | |
Love it or hate it, the cold weather is on its way. However, thinking like an investor, there’s an opportunity to invest in several companies whose revenues and earnings heat up when consumers get cold.
Retail stocks have been out of favor as even higher-income consumers look to make their ... Read the Full Story |
|
From Our Partners | | When the SpaceX IPO launches, most retail investors will be locked out. The banks, funds, and insiders get in early - while everyone else waits on the sidelines.
But one small infrastructure supplier - a critical piece Musk can't scale the Colossus network without - is still trading well under institutional radar. A new briefing reveals the name and ticker at no cost. | | Get the SpaceX infrastructure stock name and ticker here |
|
Consumer Discretionary | |
The Walt Disney Company (NYSE: DIS) stock is down nearly 8% in early trading after a mixed earnings report, reflecting a company that is making progress but facing key structural challenges. Strong performance in its theme park business couldn't fully offset the misses in its linear TV business, e... Read the Full Story |
|
Technology | |
Shares of the Magnificent Seven social media giant Meta Platforms (NASDAQ: META) have come under intense pressure lately.
Shares fell by over 11% after the company released its Q3 2025 earnings report. Selling has not let up. Through the Nov. 13 close, shares are down 19% since the company repo... Read the Full Story |
|
From Our Partners | | The SpaceX IPO is drawing near, but the real opportunity may lie in 5 lesser-known companies providing the critical infrastructure SpaceX depends on to operate.
Goldman Sachs and Morgan Stanley are reportedly already building positions in one of these names. Another is a resource miner that Elon Musk's broader empire - including Tesla - relies on. Lance Ippolito has detailed all five inside his free SpaceX Investing Blackbook. | | Download the free SpaceX Investing Blackbook before these names go mainstream |
|
Technology | |
Investors have become conditioned to buy dips in stocks since the Global Financial Crisis, a belief reinforced by the government’s aggressive market support during the COVID-19 pandemic. The 2018 bear market? Buy the dip. A new virus shutting down the economy? Buy the dip. Fed starts raising... Read the Full Story |
|
Consumer Discretionary | |
For millions of American families, the Thanksgiving holiday is defined by two traditions: a turkey feast and football. While the on-field rivalries capture the nation's attention, a different kind of competition is taking place on the balance sheets of the companies that broadcast, stream, and fac... Read the Full Story |
|
From Our Partners | | OpenAI and Anthropic are moving closer to the public markets - and that shift could pull serious capital into AI infrastructure, chips, cloud, and data centers.
A fresh report breaks down 9 public AI stocks positioned to benefit before, during, and after this IPO wave - including a chip name tied to U.S. AI manufacturing, a cloud play with improving momentum, and a data analytics company with enterprise upside. | | Review the full 9-stock AI report and see who makes the list |
|
Technology | | A wave of selling hit the market on Thursday, with the SPDR S&P 500 ETF (NYSEARCA: SPY) closing down 1.66%, its sharpest decline since early October.
The move came just after the government shutdown ended, yet uncertainty only increased. The White House signaled that key October economic report... Read the Full Story |
|
Technology | |
While concerns that the AI demand outlook is overblown and players like OpenAI will struggle to meet their commitments regarding GPUs are valid, these are bricks in a Wall of Worry built on a robust demand spike and the foundations of a multi-year memory chip supercycle.
Evidence of the supercy... Read the Full Story |
|
Technology | |
Artificial intelligence continues to dominate investor attention—and with good reason. But as valuations swell and pullbacks emerge, smart money is shifting toward the infrastructure names quietly powering the trend behind the scenes.
In a recent conversation with analyst Marc Chaikin of Ch... Read the Full Story |
|
Technology | |
Semiconductor giant Broadcom (NASDAQ: AVGO) has had a very strong 2025.
As of the Nov. 13 close, shares have provided a total return of 47% on the year. This handily beats out the 16% return of the S&P 500 Index.
Broadcom is also outperforming the semiconductor industry, as evidenced by th... Read the Full Story |
|
Business Services | |
Fintech stock Fiserv Inc. (NASDAQ: FISV) has been going through one of its sharpest selloffs ever. Shares have fallen almost 50% in two weeks, adding to an already horrendous year, and sending the stock back to 2017 price levels. Fiserv shares are now down roughly 70% from March’s all-time h... Read the Full Story |
|
Monday's Early Bird Stock Of The Day Salesforce, Inc. provides Customer Relationship Management (CRM) technology that brings companies and customers together worldwide. The company's service includes sales to store data, monitor leads and progress, forecast opportunities, gain insights through analytics and artificial intelligence, and deliver quotes, contracts, and invoices; and service that enables companies to deliver trusted and highly personalized customer support at scale. In addition, its platform offering comprise a flexible platform that enables companies of various sizes, locations, and industries to build business workflow and apps with customer; online learning platform that allows anyone to learn in-demand Salesforce skills; and Slack, an intelligent productivity platform. The company's marketing services enables companies to plan, personalize, automate, and optimize customer marketing journey, connecting interaction, and connected products; and commerce services, which empowers shopping experience across various customer touchpoint, such as mobile, web, social, and stores and provides click-to-code tools that offers customers to build and deploy solutions. Further, its analytics offering includes Tableau, an end-to-end analytics solution for range of enterprise use cases and intelligent analytics with AI models, spot trends, predict outcomes, creates summaries, timely recommendations, and take action from any device; and integration service including MuleSoft, which provides building blocks to deliver end-to-end and connected experiences. Additionally, the company provides data cloud, a hyperscale data engine native to Salesforce; vertical services to meet the needs of customers in industries, such as financial services, healthcare and life sciences, manufacturing and automotive and government; and offers salesforce starter for small and medium-sized businesses. Salesforce, Inc. was incorporated in 1999 and is headquartered in San Francisco, California. | Should I Buy Salesforce Stock? CRM Bull and Bear Case Explained
These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of Salesforce was last updated on Thursday, June 11, 2026 at 6:17 PM.
| | View Today's Stock Pick |
|
