Good MorningU.S. stocks extended their rally on Wednesday, with the S&P 500 rising 0.3%, the Dow Jones Industrial Average climbing 1%, and the Nasdaq adding 0.1% to fresh all-time highs. Treasury yields eased on growing market conviction that the Federal Reserve will deliver its first rate cut of the year in September.
Technology and industrial names continued to capture investor attention, driven by optimism around artificial intelligence and reshoring trends. Battery technology and data-center infrastructure stocks remain in focus as AI deployments accelerate, and semiconductor firms stand to benefit from recent U.S. tariff policies. Meanwhile, Amazon’s push to double its U.S. grocery footprint and expand same-day perishable deliveries is adding pressure on traditional grocers, and industrials such as GE Appliances are drawing interest after unveiling a $3 billion plan to boost domestic manufacturing. Featured: Elon Musk Called a Total Fraud in 2018 - Here's What Changed (Ad) 
|
Consumer Discretionary | |
Earnings season is not only an opportunity for investors to evaluate the success (or lack thereof) of individual companies in the last several months, but also a chance to get a more general reading on larger issues facing the economy. In 2025, with inflation creeping upward again and tariffs jolt... Read the Full Story |
|
From Our Partners | | Jeff Brown, founder and CEO of Brownstone Research, says he has uncovered what he calls one of the biggest discoveries of his career tied to the ongoing AI boom.
Brown is pointing to a key date, October 20, and is highlighting five AI-related opportunities outside the traditional stock market that most investors have never heard of. | | Click here to see the full research before October 20 |
|
Technology | |
They say a rising tide lifts all boats, but not every company in the artificial intelligence industry today would agree. Yes, you’ve got big winners in semiconductors, software, and hardware spreading across the market as AI capital expenditures continue to grow at eye-popping rates.
Even t... Read the Full Story |
|
Consumer Discretionary | |
Shares of tech giant Amazon.com Inc. (NASDAQ: AMZN) dropped more than 10% in just two sessions to start the month, immediately slipping into a technical correction. The move came after the company’s Q2 earnings report, a set of good results but not quite good enough to justify the 45% rall... Read the Full Story |
|
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 |
|
Healthcare | |
Over the past two years, one of the most interesting healthcare companies to go public is none other than Tempus AI (NASDAQ: TEM). In a world where healthcare IPOs are typically dominated by biotech companies that generate little to no revenue, Tempus stands out.
The firm has posted sales of ap... Read the Full Story |
|
Consumer Discretionary | |
Restaurant stocks have somewhat mirrored artificial intelligence (AI) stocks this earnings season. That is, investors are not taking a one-size-fits-all approach. In the case of AI, investors are looking for companies that show an ability to monetize the technology. In the case of restaurant stock... Read the Full Story |
|
From Our Partners | | MindWalk Holdings (NASDAQ: HYFT) is applying AI to drug discovery, and its customer base already includes 19 of the top 20 global pharmaceutical companies.
The company's HYFT technology maps roughly 660 million biological patterns and 25 billion relationships. Q1 fiscal 2027 revenue hit $3.8 million, with gross margin improving to 59 percent in its fifth consecutive quarter of year-over-year growth.
A new OpenFold3 deployment delivered about 5x faster antibody-antigen inference, and a $30 million revolving credit line, free of warrants or equity conversion, adds fuel for expansion. | | Take a closer look at HYFT before AI reshapes drug discovery. |
|
Industrials | |
Rocket Lab USA (NASDAQ: RKLB) is enjoying a surge of positive sentiment and continued momentum as it further captures Wall Street’s attention and strengthens its position in the national security space sector.
Two significant developments have put the stock in focus: a series of aggressi... Read the Full Story |
|
Industrials | |
Archer Aviation's (NYSE: ACHR) second-quarter 2025 results have provided investors with the clearest signals yet of its transition from a developmental concept to a commercial reality.
The electric vertical takeoff and landing (eVTOL) leader not only reported better-than-expected earnings but, ... Read the Full Story |
|
Consumer Discretionary | |
Insiders are selling stock in companies like Amazon (NASDAQ: AMZN), Chewy (NYSE: CHWY), and Carvana (NYSE: CVNA), but investors shouldn’t follow suit. The insiders have reasons to sell, including taxes and profit-taking, but investors don’t.
These stocks are performing well and have a... Read the Full Story |
|
Consumer Discretionary | |
On Holdings' (NYSE: ONON) Q2 results and guidance update catalyze this market, affirming and improving the growth trajectory.
The company is capitalizing on its technology, brand strength, and Nike’s fall from grace to drive and sustain a hyper-growth pace while cementing itself in the in... Read the Full Story |
|
Technology | |
Shares of Rigetti Computing Inc. (NASDAQ: RGTI) are down more than 2% the day after the quantum computing company delivered a mixed earnings report. Revenue of $1.8 million was roughly in line with expectations for $1.87 million.
The -5 cents earnings per share (EPS) came in 1 cent better than ... Read the Full Story |
|
Thursday's Early Bird Stock Of The Day Figma is where teams come together to turn ideas into the world’s best digital products and experiences. Every day, billions of people around the world use apps, websites, and other digital experiences that are made in Figma. They’re looking up directions on Google Maps; requesting rides with Uber; checking in for flights on JetBlue; streaming shows on Netflix; learning languages with Duolingo; asking questions of Claude; connecting on LinkedIn; buying goods on Mercado Libre; or booking stays and experiences with Airbnb. Behind each of these products is a cross-functional team responsible for bringing them to life. In Figma, designers work alongside developers, product managers (“PMs”), researchers, marketers, writers, and other non-designers who, in the three months ended March 31, 2025, made up two-thirds of our more than 13 million monthly active users(1). Together, these teams share and explore ideas, align on a vision, visualize concepts, and translate them into coded products — all on a single, connected, AI-powered platform that collaborators around the world can access with a URL. Our focus on the entire lifecycle of software creation reflects our ability to rapidly bring new products onto Figma’s browser-based platform and our belief that design spans far beyond a single step or role. We take this expansive view because design is more than how something looks, or even feels; design is also how something works — and in today’s increasingly digital-first world, what sets brands and companies apart. As AI makes software much easier to create, and as organizations across industries and geographies continue to invest heavily in digital transformation, better-designed digital products and experiences have become even more critical to a company’s success. That’s why 95% of the Fortune 500 and 78% of the Forbes Global 2000 used Figma in March 2025. These companies understand deeply that great design is what attracts and wins user loyalty, especially in a world where a business’ interactions with its customers are increasingly digital. Figma has been fortunate to play a part in, and benefit from, the growing global movement to elevate design and the craft of building software. Millions of people use Figma every week, often for hours a day, and as more users have come to our platform, our business has grown. (1) We define monthly active users as the number of unique users that access at least one of our products during a given month. A Paid Customer typically includes multiple unique users. When reporting monthly active users during a quarter or other period of time, we report the number of monthly active users during the month with the highest number of active users during such period. Our principal executive offices are located in San Francisco, California. | | View Today's Stock Pick |
|
