Good MorningEquity markets are set to continue rising this week. The news-driven melt-up is on track to put the S&P 500 back at its all-time high by Friday. The question is whether the index can move up to set a new high and sustain it, a signal that the rally can continue or not. If not, this market will remain range-bound until well into the 3rd quarter when the 2nd quarter earnings reports are released. If so, this market could continue advancing and potentially increase to 6,800 by the end of summer.
This week's catalysts include earnings reports from retailers and economic data. The earnings reports include Lowe's, TJX Companies, and Target, which is likely to be a laggard. The economic data includes readings on Leading Indicators and jobless claims. The latest jobless claims data suggest the labor market is healthy; any change to that outlook could lead the index into a significant sell-off, regardless of other news. Featured: He started with $2,000. Now he's at $3 million. (Ad) 
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Consumer Discretionary | |
There are some stocks that people tend to stay away from, and in the retail sector, restaurants don’t attract a lot of money most of the time. However, every once in a while, a new name changes this view through sheer efficiency, quality, and financial growth, making it a bad portfolio dec... Read the Full Story |
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From Our Partners | | A newly signed executive order is quietly reshaping how Americans use money, without a vote or a Senate debate.
Porter Stansberry's new documentary breaks down what this monetary shift could mean for savings, investments, and a specific group of assets tied to the initiative.
The last major reset, under Nixon in the 1970s, minted an average of 1,300 new millionaires a day for decades, while others fell behind. | | Watch the documentary to see what this monetary shift could mean |
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Industrials | |
Headwinds and hurdles aside, Nextracker’s (NASDAQ: NXT) stock price’s next move is a push to new highs. The company’s product is in demand, demand drives business, and business is good. The critical detail from the FQ4 report is the acquisition of Bentek.
Bentek expands Nextra... Read the Full Story |
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Consumer Staples | |
Inflation, higher interest rates, GLP-1 drugs, and tariff concerns have created a perfect storm for alcohol stocks. Normally, sin stocks perform well even when economic data is weak. But that hasn’t been the case in 2025.
That’s why Heineken N.V. (OTCMKTS: HEINY) should be on your r... Read the Full Story |
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From Our Partners | | Jeff Brown, the analyst who flagged Bitcoin, Tesla, and Nvidia early, is tracking Elon Musk's next move. He points to a new AI project tied to Musk's Cybercab reveal.
Brown says Musk has opened major investment windows before, with PayPal, Tesla, and SpaceX marking milestones in tech history. He believes a fourth may open by October 30. | | See Jeff Brown's full analysis on Musk's new AI project |
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Markets | | After a tumultuous period for markets in which the Trump administration raised tariffs on goods imported from China to 145%, news of an apparent deal with the Chinese government brought the tariff level down to 30% as of mid-May 2025. The S&P 500 seemed to breathe a sigh of relief at this news, ... Read the Full Story |
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Markets | |
Though the S&P 500 has recently returned to positive territory in terms of year-to-date (YTD) performance, turbulence throughout 2025 so far may have pushed skittish investors away from stocks and toward bonds.
There are some compelling reasons to consider bond investments now. Interest rate... Read the Full Story |
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From Our Partners | | When Moonshot AI's new model rattled overnight markets, stocks gapped down 1 percent before the open, and history shows the story doesn't end there.
Between 9 30 and 9 50 AM, Wall Street settles nearly 25 percent of the day's total volume in a single 20 minute window, often revealing market direction for the rest of the morning.
A former money manager breaks down the floor data behind this pattern, including a June 25th session where inflation surged past 4 percent and the market moved just 0.3 percent afterward. | | Watch the full video breakdown before access is taken down |
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Industrials | |
Investor sentiment surrounding Plug Power (NASDAQ: PLUG) presented a mixed picture following its first-quarter 2025 earnings report.
While a headline earnings per share (EPS) miss drew initial attention, a deeper look into the company’s operational metrics and strategic partnerships revea... Read the Full Story |
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Communication Services | |
In its last earnings call, Meta Platforms (NASDAQ: META) made a concerted effort to add more transparency around its AI strategy.
Mark Zuckerberg laid out the “five major opportunities” the company is pursuing through its AI investments. Analysts at Citigroup (NYSE: C) called this o... Read the Full Story |
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Industrials | |
Rocket Lab USA Inc. (NASDAQ: RKLB) became a retail favorite in 2024, gaining recognition and popularity and surging over 300% in value. While the stock has been relatively flat in 2025, that’s the only thing lacking momentum.
With the company aggressively pushing forward across multiple fro... Read the Full Story |
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Industrials | |
A multi-billion-dollar engine and services agreement between GE Aerospace (NYSE: GE) and Qatar Airways marks one of the aviation giant's largest widebody aircraft commitments to date.
It arrives at a pivotal moment for GE Aerospace, which has been newly streamlined as a standalone company and is ... Read the Full Story |
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Technology | |
Most investors in the technology sector have had to deal with the volatility born out of President Trump's recent trade tariffs. These tariffs were rolled out against some of the United States’ biggest trading partners, centered on China and other Asian regions. This targeting matters becaus... Read the Full Story |
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Monday's Early Bird Stock Of The Day Cogent Communications Holdings, Inc., through its subsidiaries, provides high-speed Internet access, private network, and data center colocation space services in North America, Europe, Oceania, South America, and Africa. The company offers on-net Internet access and private network services to law firms, financial services firms, and advertising and marketing firms, as well as heath care providers, educational institutions and other professional services businesses, other Internet service providers, telephone companies, cable television companies, web hosting companies, media service providers, mobile phone operators, content delivery network companies, and commercial content and application service providers. It also provides Internet access and private network services to customers that are not located in buildings directly connected to its network; and on-net services to customers located in buildings that are physically connected to its network. In addition, the company offers off-net services to corporate customers using other carriers' circuits to provide the last mile portion of the link from the customers' premises to the network. Further, it operates data centers that allow its customers to collocate their equipment and access the network. It serves primarily to small and medium-sized businesses, communications service providers, and other bandwidth-intensive organizations. Cogent Communications Holdings, Inc. was founded in 1999 and is headquartered in Washington, the District of Columbia. | | View Today's Stock Pick |
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