Good MorningStocks climbed to fresh highs Thursday as the S&P 500 notched its second straight record close and the Nasdaq outpaced its peers with a 0.6% gain. The Dow reversed an early slide to add roughly 67 points. Supporting the rally was an upbeat revision to GDP data, with Commerce Department figures showing the U.S. economy expanded at a 3.3% annualized pace in the second quarter, up from an initial 3.0% estimate. Still, beneath the surface, nearly 60% of S&P 500 components traded lower, as investors parsed a mixed bag of corporate reports.
Big-box electronics retailer Best Buy delivered a better‐than‐expected quarter but sent shares down more than 6% after warning that looming tariffs could cloud full‐year results. By contrast, smaller industrial names have been riding a federal reshoring wave, propelling the Industrial Select Sector SPDR Fund (XLI) to a 17% gain year to date. In the retail arena, companies with minimal reliance on imports have flashed resilience—establishing fresh all-time highs even as peers grapple with margin pressures from escalating duties. Featured: I was reviewing your account this morning and... (Ad) 
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Technology | |
Snowflake’s (NYSE: SNOW) Q2 results highlight the global shift to AI.
Now that the infrastructure build is well underway, sectors, industries, and businesses are embracing the application of AI, which requires data services that Snowflake is happy to provide.
Its data lake-based services... Read the Full Story |
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From Our Partners | | AI doesn't run on chips - it runs on natural gas. Analysts are now tracking roughly 100 gigawatts of new behind-the-meter gas generation lining up behind the AI buildout, and on June 22, one of the world's largest energy companies signed a 20-year, 2.67-gigawatt deal to power a single data-center project.
Ken Griffin has reportedly put more than a billion dollars into this corner of the market. Porter Stansberry has identified two picks-and-shovels plays in AI's power supply, plus 6 stocks to buy and 10 to sell - all detailed in a new documentary. | | Watch the documentary now to see all 16 stock positions |
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Energy | |
Concerns about inflation still dominate this market. In April and May, the immediate concern was that the Trump administration's tariff policy would cause a sharp spike in inflation. That hasn’t been the case, although some companies, particularly retailers, continue to report tariff headwin... Read the Full Story |
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Retail/Wholesale | |
Best Buy Co. Inc. (NYSE: BBY) stock is down 4.6% after the company reported its second-quarter earnings on August 28. The company beat on the top and bottom line and maintained its prior full-year guidance. However, investors appear to be looking beyond the current print and wondering about future... Read the Full Story |
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From Our Partners | | Every morning before the market opens, a scanner called Oracle runs through 15,000 stocks and scores the setups — so there's already a plan in place by 6:15 a.m.
Lead Trainer Tim Bohen of StocksToTrade is walking through exactly how Oracle works and how regular traders are using it in a training running right now. | | Watch the Oracle training now and see how the scanner works |
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Aerospace | |
The nature of warfare and the defense sector is changing. The modern battlefield is no longer defined solely by large, expensive tanks and fighter jets, but increasingly by swarms of small, intelligent, and autonomous systems. In response to this rapid evolution, the U.S. Department of Defense has... Read the Full Story |
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Technology | |
Most of the money is not made by buying gold during a gold rush, but rather by selling shovels to all those frantically digging. Every once in a while (or sometimes twice) in an economic cycle, a new gold rush comes about, and with it a new set of shovel makers who quietly make all the big money. ... Read the Full Story |
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From Our Partners | | Porter Stansberry believes President Trump will use the December G20 Summit in Miami to unveil a radical monetary reset tied to executive order 14241 - one he says could draw a sharp dividing line between prepared investors and those left behind.
The last time America reset its money - under Nixon in the 1970s - it produced an average of 1,300 new millionaires per day for over 50 years. Stansberry's new documentary names a core group of assets he believes are positioned to surge as Trump's new dollar rolls out.
Watch Porter Stansberry's full briefing and get his three steps to prepare before December. | | Watch Porter Stansberry's full briefing and get his three steps to prepare before December. |
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Technology | |
CrowdStrike Holdings, Inc. (NASDAQ: CRWD) delivered a strong second-quarter earnings report for its fiscal year 2026. However, much like that of NVIDIA, the market sent CRWD stock tumbling in after-hours trading. But the bulls came back in full force at the open of trading, sending the stock up ... Read the Full Story |
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Auto/Tires/Trucks | |
NIO Inc (NYSE: NIO) is a Chinese electric vehicle (EV) manufacturer best known for its premium SUVs and sedans, and innovative battery-swap network. For many investors, though, the company remains a symbol of the stock market excesses and exuberance of 2020 and 2021.
Despite operating at deep ... Read the Full Story |
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Retail/Wholesale | |
Sometimes, it’s just not your year, despite still being at the top of your game. Costco Wholesale Corp. (NASDAQ: COST) reached a new all-time high of $1076 back in February, and appeared to be headed for another banner year following a fiscal Q2 2025 earnings beat.
The second quarter turn... Read the Full Story |
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Markets | |
Every state has its pride points - some wear it on a license plate, others show it off at the dinner table, and a few lace it into sneakers or pour it into a bottle.
Our survey of 3,015 Americans shows what locals are most proud of when it comes to homegrown products.
Look closely, and the resu... Read the Full Story |
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Technology | |
There are reasons to believe that NVIDIA’s (NASDAQ: NVDA) stock price could pull back in September, but it’s not a possibility worth betting on. Although the approximately 100% stock price advance since April provides ample reason to take profits, the Q2 results and guidance do not.
... Read the Full Story |
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Friday's Early Bird Stock Of The Day Reddit, Inc. operates a website that organizes digital communities. It organizes communities based on specific interests that enable users to engage in conversations by sharing experiences, submitting links, uploading images and videos, and replying to one another. The company was founded in 2005 and is headquartered in San Francisco, California. | | View Today's Stock Pick |
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