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: Move Your Money Here Before August 31st (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 | | A 30-year trading veteran who managed multi-million-dollar hedge funds and wealth for one of the world's richest families is sharing his day trading rules for free.
His approach includes the criteria behind a 94.5% win rate, methods for spotting quality stocks already moving higher, and tips for avoiding cutting winners too early. | | Download the free day trading playbook and start spotting winning stocks today |
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Consumer Discretionary | |
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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Consumer Discretionary | |
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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From Our Partners | | Barron's ranked Larry Benedict's former hedge fund among the top 1% in the world. He went 20 straight years without a losing year and generated $274 million for his clients.
Now Benedict is watching one ticker he believes could move as Trump's Fed announces its next interest-rate decision on September 16. Past Fed announcements have offered his readers moves of 117% in under a month and 89% in 17 days. | | See the ticker Larry Benedict is watching before September 16 |
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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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Industrials | |
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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Communication Services | |
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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Consumer Staples | |
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 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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