Good MorningSector rotation picked up pace last week, with the Russell 2000 leading major indices higher. The S&P 500 was at record highs, and a sharp drop in the VIX suggests more upside ahead.
AI-related earnings added fuel to the rally. Strong results from Salesforce, Okta, and Snowflake point to accelerating adoption in software and services, not just infrastructure. That broadens the growth story and supports higher valuations.
This week’s earnings slate includes Toll Brothers, Casey’s, Oracle, Chewy, and Costco—with Oracle likely to be the main event.
The Fed meeting is the key risk. A rate cut is still possible, but a hold with a signal toward January remains more likely. Either way, the setup remains bullish. Featured: Wall Street’s quietly buying these 3 AI infrastructure plays (Ad) 
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Technology | |
Rubrik’s (NYSE: RBRK) stock price rebounded robustly in December 2025 and will set a new all-time high by mid-year 2026 because it is vital to the AI ecosphere. The company’s fiscal Q3 results aligned with the newly revealed trend of accelerating AI and cloud adoption, as indicated b... 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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Retail/Wholesale | |
Investors got solid earnings reports from Dollar Tree (NASDAQ: DLTR) and Five Below, Inc. (NASDAQ: FIVE) on Dec. 3. The reports were similar, with both companies beating on revenue and adjusted earnings per share (EPS) in the third quarter.
Notably, both stocks are breaking out in a pattern that ... Read the Full Story |
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Retail/Wholesale | |
Ulta’s (NASDAQ: ULTA) fiscal Q3 earnings report proves that its appeal is more than skin deep. The rally, which began in April 2025, is no short-term phenomenon. It is on track to reach new highs in 2025 due to its growth and operational quality, and is likely to continue rallying in 2026.... Read the Full Story |
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Technology | |
Microsoft Corp. (NASDAQ: MSFT) faced renewed scrutiny in late November 2024 when the Gates Foundation disclosed the sale of approximately 17 million shares—around 65% of its MSFT stock holding—as revealed in its third-quarter 13F-HR filing.
Insider selling generally draws a signifi... Read the Full Story |
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Aerospace | |
Many investors may have lost patience with Rocket Lab (NASDAQ: RKLB) after the stock tumbled nearly 50% from its 52-week high, but Wall Street hasn’t flinched. Analysts remain as bullish as ever, and despite the sharp correction, the stock never broke below its 200-day SMA.
It’s al... 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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Technology | |
There has been much debate over Meta Platforms' (NASDAQ: META) artificial intelligence (AI) strategy. The Magnificent Seven company’s AI capabilities are clearly benefiting its advertising business, with revenue growth accelerating throughout 2025. However, Meta’s LLaMa models have gen... Read the Full Story |
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Technology | |
Snowflake (NYSE: SNOW) looks increasingly attractive following its December pullback, as its third-quarter results point toward robust momentum heading into 2026. The company’s performance aligns with a broader trend of accelerating adoption of cloud-based and AI-enabled services by business... Read the Full Story |
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Technology | |
Kraken Robotics' (OTCMKTS: KRKNF) stock price is up more than 1000% since 2023 and is gaining momentum for several reasons, suggesting the rally is far from over. Its deep-sea technology is in increasing demand across several sectors, including defense and exploration. Defense is significant bec... Read the Full Story |
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Retail/Wholesale | |
Kroger’s (NYSE: KR) early December stock-price pullback was not without cause, but it is unlikely to last long. While short-term headwinds and shifting strategic priorities prompted some investors to exit, Kroger’s long-term outlook remains strong.
The company’s quality, consi... Read the Full Story |
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Finance | |
The worlds of cryptocurrency and artificial intelligence infrastructure are closely linked. A notable example is Strategy (NASDAQ: MSTR)—which recently made the controversial pivot from AI-linked software and services to functioning as a Bitcoin treasury. But while that represents a move dee... Read the Full Story |
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Monday's Early Bird Stock Of The Day Chevron Corporation, through its subsidiaries, engages in the integrated energy and chemicals operations in the United States and internationally. The company operates in two segments, Upstream and Downstream. The Upstream segment is involved in the exploration, development, production, and transportation of crude oil and natural gas; processing, liquefaction, transportation, and regasification of liquefied natural gas; transportation of crude oil through pipelines; transportation, storage, and marketing of natural gas; and carbon capture and storage, as well as a gas-to-liquids plant. The Downstream segment refines crude oil into petroleum products; markets crude oil, refined products, and lubricants; manufactures and markets renewable fuels, commodity petrochemicals, plastics for industrial uses, and fuel and lubricant additives; and transports crude oil and refined products by pipeline, marine vessel, motor equipment, and rail car. The company was formerly known as ChevronTexaco Corporation and changed its name to Chevron Corporation in 2005. Chevron Corporation was founded in 1879 and is headquartered in San Ramon, California. | Should I Buy Chevron Stock? CVX 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 Chevron was last updated on Thursday, July 16, 2026 at 6:05 PM.
Chevron Bull Case -
The current stock price is around $193, reflecting a strong position in the market.
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Chevron recently reported a quarterly earnings per share (EPS) of $1.41, exceeding analyst expectations, which indicates robust financial performance.
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The company has a solid annualized dividend of $7.12, providing a dividend yield of 3.9%, which can be attractive for income-focused investors.
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Chevron's revenue has shown a year-over-year increase of 2.1%, suggesting growth potential in its operations.
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Analysts forecast a significant increase in EPS to 15.28 for the current fiscal year, indicating positive future earnings potential.
Chevron Bear Case -
The company's dividend payout ratio is currently at 123.40%, which may raise concerns about sustainability in dividend payments.
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Chevron's revenue for the latest quarter was below analyst estimates, which could indicate challenges in meeting market expectations.
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Despite a positive EPS report, the company posted a decline in EPS compared to the same period last year, which may signal potential issues in profitability.
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Insider transactions show a significant sale of shares by a director, which could be interpreted as a lack of confidence in the company's future performance.
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Market volatility and geopolitical tensions can impact oil prices, which may adversely affect Chevron's profitability and stock performance.
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