The retail sales report for June showed a slight increase in consumer discretionary spending. One month doesn’t make a pattern, but it’s at least a temporary relief for companies that rely on consumers willing to stretch their budgets for their products and services.
One area that&rsq.... |
Good MorningThe S&P 500 enters the new week with strong tailwinds, poised to build on last week’s gains. A melt-up scenario is taking shape as investor confidence improves on cooling inflation, easing tariff fears, and stronger-than-expected economic data. Financials and industrials are already hitting new highs, while consumer discretionary stocks are rebounding sharply ahead of earnings. With analyst upgrades accelerating and macro headwinds fading, the index appears on a path toward its 7,200 target for late 2025.
This week marks the peak of earnings season, with results expected from more than half the S&P 500. Key reports include Verizon, Intuitive Surgical, ServiceNow, Chipotle, and Tractor Supply. Investors will focus on growth metrics, guidance, and capital return strategies. On the economic front, data will be light, with leading indicators, home sales, and jobless claims offering the latest read on momentum. With retail sales accelerating and the Fed’s next move likely to be a rate cut, the backdrop for equities remains broadly constructive. Featured: Elon’s big $266,000 per second purchase (Ad) 
| Consumer Discretionary | |
The retail sales report for June showed a slight increase in consumer discretionary spending. One month doesn’t make a pattern, but it’s at least a temporary relief for companies that rely on consumers willing to stretch their budgets for their products and services.
One area that&rsq... Read the Full Story |
| From Our Partners | | Bill Poulos is offering his Smart Trade Options Checklist at no cost today - normally priced at $29.97.
It's a single-page, seven-point filter designed to help traders identify weak setups before placing any options trade. Print it, keep it at your desk, and run it before every trade. The download link expires soon. | | Download your free copy of the Smart Trade Options Checklist now |
| Aerospace | |
The recent passage of the Trump administration’s One Big, Beautiful Bill provides $150 billion in additional defense spending. That pushes total U.S. defense spending close to $1 trillion. That’s a lot of zeroes to digest. But if you’re an investor, there’s a reason to beli... Read the Full Story |
| Retail/Wholesale | |
Several months into the Trump administration's unfolding tariff program, investors are still unlikely to have much clarity surrounding the impact of current and potential future levies. However, as inflation creeps upward once again and analysts continue to forecast a decent likelihood of an impen... Read the Full Story |
| From Our Partners | | Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 is orchestrating what analyst Porter Stansberry calls a total U.S. money reset, bypassing conventional legal channels under the guise of national security.
The last time America reset its currency - under Nixon in the 1970s - it created an average of 1,300 new millionaires a day for over 50 years. Stansberry has identified three asset categories connected to Trump's initiative that could surge, plus his single top investment move. | | Watch the documentary briefing and find out which side you land on |
| Consumer Staples | |
PepsiCo’s (NASDAQ: PEP) stock price sold off for a reason, but the sell-off overextended, and a buying opportunity is at hand. Already struggling with sluggish growth, recall-related issues, and macroeconomic concerns, tariffs and consumer headwinds further pushed the stock price to historic... Read the Full Story |
| Transportation | |
J.B. Hunt Transport Services' (NASDAQ: JBHT) stock price hit bottom earlier this year, setting it up for a significant reversal and potential gains over the next three to five years. The caveat is that it will take time for this shipping giant to regain traction and shift into a more bullish gea... Read the Full Story |
| From Our Partners | | Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the digital dollar. They gave us the timeline… 2025 to 2030. We're in that window right now.
Once the digital dollar launches, every transaction you make will be tracked. Your spending could be controlled. Your accounts could be frozen.
Over 4,500 investors have already used this legal backdoor to hold assets CBDCs can't freeze and generate yields the Federal Reserve can't touch. | | Watch how to access the legal backdoor before it closes. |
| Basic Materials | |  Read the Full Story
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| Manufacturing | |
The global economy is undergoing a data-driven transformation. Artificial intelligence (AI) is the engine powering this shift, turning raw information into tangible business value. This AI engine has an insatiable appetite, requiring instant access to immense datasets to function effectively.
W... Read the Full Story |
| Medical | |
Meta Platforms (NASDAQ: META) has built what is indisputably one of the world’s most successful businesses, but that doesn’t mean there haven’t been flops along the way. Meta’s most notable miscalculation was its full-blown “metaverse” push back in 2021.
Foun... Read the Full Story |
| Technology | |
Unity Software (NYSE: U) gave investors a reason to take notice in mid-July 2025. The company’s stock jumped over 14% to a new 52-week high. Unity’s stock price jump was powered by a trading volume of nearly 40 million shares, more than three times its daily average.
The immediate ... Read the Full Story |
| Medical | |
If you wonder whether Abbott Laboratories (NYSE: ABT) is a good buy in Q2 2025, the answer is yes. The company’s management, portfolio, cash flow, capital return, and pipeline are why. The stock price came under pressure in July because the Q3 guidance update wasn’t better than what ... Read the Full Story |
| Monday's Early Bird Stock Of The Day Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premise, software-as-a-service applications, and IoT devices; and website and application security products comprising web application firewall, bot management, distributed denial of service, API gateways, SSL/TLS encryption, script management, security center, and rate limiting products. It offers website and application performance solutions, including content delivery, load balancing, DNS, agro smart routing, video stream delivery, web optimization, cache reserve, cloudfare waiting room, and cloudfare data localization suite; SASE platform through cloudfare one that provides a cloud-based network-as-a-service; network services which deliver network connectivity, security, and performance, including magic WAN, magic transit, magic firewall, cloudflare network interconnect, and spectrum. In addition, the company provides zero trust services, such as cloudflare access, cloudflare gateway, remote browser isolation, cloud access security broker, cloud email security, and data loss prevention products that protects, inspects, and provides privilege rules to grant access to data and application. Further, it provides developer-based solutions consisting of cloudflare workers, R2 object storage, workers KV, durable objects, cloudfare pages, cloudfare stream, and cloudfare images; and consumer products comprising of 1.1.1.1, a DNS resolver, WARP, a virtual private network, and cloudfare registrar that secures registration and management of domain names. The company serves customers in the technology, healthcare, financial services, consumer and retail, industrial, and non-profit industries, as well as government. Cloudflare, Inc. was incorporated in 2009 and is headquartered in San Francisco, California. | Should I Buy Cloudflare Stock? NET 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 Cloudflare was last updated on Thursday, July 16, 2026 at 6:29 PM.
Cloudflare Bull Case -
The current stock price is around $250, reflecting strong market confidence and a positive outlook from analysts.
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Cloudflare, Inc. has received multiple "overweight" ratings from leading financial institutions, indicating a strong belief in its growth potential.
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The company has a consensus rating of "Moderate Buy" from analysts, suggesting that most experts see it as a favorable investment opportunity.
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Cloudflare, Inc. is expanding its offerings in edge computing and developer platforms, which are critical areas for future growth in the tech industry.
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With a significant portion of its stock owned by corporate insiders, it indicates that those closest to the company have confidence in its future performance.
Cloudflare Bear Case -
Despite positive ratings, the company has a relatively low earnings per share (EPS) forecast of 0.02 for the current fiscal year, which may indicate slower profitability growth.
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Recent insider selling, including significant transactions by the CFO and a director, could signal potential concerns about the company's future performance.
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With 10.66% of the stock owned by insiders, while it shows confidence, it also raises questions about the potential for stock dilution if insiders decide to sell more shares.
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Cloudflare, Inc. operates in a highly competitive market, which could impact its ability to maintain market share and profitability.
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Analysts have issued a mix of ratings, with some holding a "Sell" rating, indicating that not all market experts are optimistic about the company's future.
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