Good MorningStocks swung today as volatility returned after Fed Chair Jerome Powell's comments and heavier-than-expected CapEx guidance from hyperscalers knocked the rally off track. Investors rotated toward safer, value-oriented names and announced buybacks, while insider transactions drew attention as signals of confidence or caution in specific companies.
AI and cloud deals dominated market movers. OpenAI's $38 billion deal with Amazon sent AMZN higher by more than 4%, and Microsoft’s recent deals—including a $9.7 billion cloud contract tied to access to NVIDIA chips and approved shipments of 60,000 advanced chips to the UAE—boosted demand for AI infrastructure names. NVIDIA saw heavy trading and price gains as chips remain central to the AI buildout.
Corporate headlines were mixed: Ford and GM jumped on better-than-expected results, AT&T disappointed on revenue, Boeing reported its best delivery quarter since 2018, and Kimberly-Clark agreed to buy Kenvue for about $48.7 billion. Regulatory scrutiny also rose as the UK opens an in-depth probe into Getty’s planned Shutterstock acquisition. Featured: Wall Street’s quietly buying these 3 AI infrastructure plays (Ad) 
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Technology | |
Onsemi (NASDAQ: ON) is on track for a semiconductor supercycle that could add 100% to its share price over the next few quarters.
The company’s semiconductor products are well-suited to a range of end markets that rely heavily on power consumption and are in increasing demand, driven by t... Read the Full Story |
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From Our Partners | | BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one that gets burned with every transaction on what analysts are calling America's new financial grid.
The Nasdaq has received SEC approval to move stocks onto blockchain rails, and BlackRock CEO Larry Fink dedicated his entire 2026 annual letter to this infrastructure shift. Blockchain analyst Andy Howard is calling this asset 'Digital Oil' - and says institutional buyers are already positioned. | | Get the name, the ticker, and exactly how to buy it |
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Business Services | |
Three huge stocks just announced significant dividend increases. This includes one of the world’s largest payments companies, which initiated its first dividend ever, and one of the top-performing S&P 500 stocks of 2025.
Below, we’ll break down the dividend news coming from these ... Read the Full Story |
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Markets | |
Thanksgiving may come once a year, but for many families, the search for the right turkey starts long before the oven preheats.
Our survey of 3,008 respondents uncovered something surprisingly hopeful: even in an era of inflation and supermarket convenience, Americans still place deep trust in... Read the Full Story |
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From Our Partners | | See the Signals Most Traders Miss
We monitor subtle shifts in order flow, volume patterns, and early trend behavior.
Stock News Trends highlights moves long before they hit mainstream screens. | | Join Free — Start Tracking Early Market Data |
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Medical | |
Insider buying and selling are key indicators for investors to assess the trajectory of different stocks.
Insider buying is often considered a bullish signal because those who know the company the best are loading up on shares. It suggests that positive developments are on the horizon—which... Read the Full Story |
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Finance | |
Buybacks often serve as a vote of confidence from a company's management, especially when share price has lagged behind expectations.
After experiencing share price weakness, three notable companies have announced major stock buyback programs, indicating that they believe the current weakness is ... Read the Full Story |
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From Our Partners | | With OpenAI and Anthropic moving closer to the IPO spotlight, AI excitement could spill into several public-market sectors this summer - and most investors may chase the obvious names too late.
A free report identifies 7 stocks positioned around themes that could matter most this summer: AI infrastructure, energy demand, travel, entertainment, home improvement, and more. Built for a market where leadership may rotate quickly. | | Download 7 Best Stocks to Own in Summer 2026 for free |
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Consumer Staples | |
Freshpet (NASDAQ: FRPT) insiders called the bottom in their stock with numerous insider purchases logged in September.
Down approximately 70% from the 2025 high, the market sell-off was not unwarranted but was incredibly overextended, offering deep value in this high-quality stock. Freshpet faces... Read the Full Story |
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Auto/Tires/Trucks | |
For U.S. automakers, 2025 has been a year of constant whipsawing around various patches of adversity. A confluence of factors has left consumers wary of large purchases, and many are holding on to their cars for longer and longer.
However, Q3 earnings from two of the most significant legacy Ameri... Read the Full Story |
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Technology | |
The United States' Big Three telecom stocks delivered sharply different third-quarter results, highlighting the growing divide between premium growth names and value-oriented incumbents. Subscriber trends, revenue performance, and strategic direction all played a role in shaping market reaction. F... Read the Full Story |
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Aerospace | |
Boeing (NYSE: BA) and Airbus (OTCMKTS: EADSY) are the world’s dominant players when it comes to commercial aircraft production. Despite sharing this market, one thing that these names have not held in common is stock market performance. Airbus has provided a five-year total return of over 25... Read the Full Story |
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Auto/Tires/Trucks | |
It's easy for investors to work in silos, focusing in on particular corners of the market that they have special interest or expertise in. However, pairing stocks from distinct sectors can provide an opportunity for strategic synergy. One combination that investors may be inclined to overlook is l... Read the Full Story |
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Tuesday's Early Bird Stock Of The Day Immunocore Holdings plc, a commercial-stage biotechnology company, engages in the development of immunotherapies for the treatment of cancer, infectious, and autoimmune diseases. The company offers KIMMTRAK for the treatment of patients with unresectable or metastatic uveal melanoma. It also develops other programs for oncology, including tebentafusp that is in Phase 2/3 clinical trial to treat advanced cutaneous melanoma. In addition, the company's product pipeline comprises IMC-F106C, which is in a Phase 3 clinical trial to treat first line advanced cutaneous melanoma; and in a Phase 1/2 clinical trial in multiple tumor types, such as platinum resistant ovarian, non-small cell lung, and endometrial carcinoma. Further, it develops IMC-R117C, which is in phase 1 clinical trial to treat colorectal and gastrointestinal cancers; IMC-M113V, which is in phase 1 clinical trial to treat human immunosuppression virus; IMC-I109V, which is in a Phase I clinical trial in patients with chronic hepatitis B virus; IMC-T119C, which is in preclinical trial for multiple solid tumor cancers; IMC-P115C, which is in preclinical trial to treat multiple solid tumor cancers; and IMC-S118AI to treat type 1 diabetes and is in preclinical trial. Immunocore Holdings plc was founded in 1999 and is headquartered in Abingdon, the United Kingdom. | | View Today's Stock Pick |
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