Good MorningU.S. stocks drifted lower Thursday as President Trump’s newly imposed tariffs on dozens of countries took effect, offsetting an early push toward record highs. The S&P 500 slid 0.3%, the Dow fell 0.7%, and the Nasdaq was essentially flat. Modest strength in the labor market was on display as weekly jobless claims ticked up by 7,000 to 226,000 but remained near multi-decade lows, suggesting employers are still holding on to workers despite trade-driven uncertainty.
The chip sector saw mixed action amid renewed enthusiasm for artificial intelligence and growing trade tensions. NVIDIA and peers enjoyed fresh Wall Street price-target upgrades and solid earnings results, underpinned by surging AI demand and OpenAI’s release of GPT-5. Simultaneously, President Trump’s proposal of 100% tariffs on non-U.S. chips and a public call for Intel’s CEO to resign sent Intel shares tumbling and left smaller semiconductor names scrambling for clarity. Featured: AI Thursday Payouts: $252. $264. $259. (Ad) 
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Technology | |
Following its July 31st earnings announcement, shares of Monolithic Power Systems (NASDAQ: MPWR) jumped more than 10% in a single session on unusually high trading volume. In the first few trading sessions of early August 2025, Monolitic Power’s stock price seemingly stabilized, holding on... Read the Full Story |
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From Our Partners | | China controls more than 90 percent of the world's refined rare earths and is quietly building a yuan-based payment network, gold vaults in Hong Kong, and cross-border trade deals designed to bypass the dollar.
Meanwhile, a 13-nation pact signed inside the State Department and a flurry of executive orders suggest Trump may be resetting the dollar's foundation entirely, what analyst Porter Stansberry calls the Silicon Dollar, anchored to minerals, energy and AI infrastructure.
The last dollar reset minted over a thousand new millionaires a day. | | Watch the documentary revealing Trump's new dollar strategy now |
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Technology | |
Over the past 52 weeks, AppLovin (NASDAQ: APP) has been one of the biggest stock market standouts. As of the Aug. 6 close, shares have surged by a whopping 446%. The company has an incredibly strong record of delivering impressive earnings. Shares have gained by 12% or more the day following its l... Read the Full Story |
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Technology | |
Microsoft Corporation (NASDAQ: MSFT) delivered an earnings report that can be considered a blowout, even for a mega-cap company with high expectations. Microsoft beat on revenue and earnings and reiterated its guidance for data center spending for the remainder of the 2025 calendar year.
Analys... Read the Full Story |
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From Our Partners | | In 1720, Richard Cantillon discovered that new money never spreads evenly through an economy. It reaches certain hands first and everyone else pays for it later.
Fifty years after the petrodollar reshaped global wealth, a new monetary reset may be underway, this time tied to critical minerals, energy, and AI infrastructure. Stocks like Vertiv, GE Vernova, Arista Networks, and Taseko Mines have already posted major gains since the shift began.
Porter Stansberry breaks down the full story, including which companies sit closest to the new money flow. | | Watch Porter Stansberry's full documentary on the new dollar now |
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Utilities | |
Constellation Energy (NASDAQ: CEG) delivered a solid second-quarter earnings report on Aug. 7, beating analyst estimates and reinforcing its crucial role in the digital economy. This strong performance is the latest chapter in a compelling story that has sent its stock soaring over 87% in the pa... Read the Full Story |
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Technology | |
Over the past weeks, important players in the semiconductor industry have reported earnings, with several names putting Wall Street estimates to shame. This caused analysts to lift their price targets significantly.
These updates hint that the semiconductor rally may still have legs, especially ... Read the Full Story |
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From Our Partners | | Ray Dalio, founder of Bridgewater Associates, is urging investors to hold 15% of their portfolio in gold and crypto as U.S. debt continues to climb and fiat currencies lose purchasing power.
A little-known $15 fund is already converting gold's momentum into monthly income - as much as $1,152 per month. No gold bars, no mining stocks, just consistent payouts. | | See how to follow Dalio's gold strategy and collect monthly income |
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Industrials | |
Uber Technologies (NYSE: UBER) started as a risky new technology and has developed into a blue-chip quality stock whose business is entrenched in society. The single factor that most summarizes that quality is its capital return, which has been robust and is getting richer by the year.
The comp... Read the Full Story |
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Technology | |
It's been a bullish earnings season for technology stocks, but that hasn’t been the case for CrowdStrike Holdings Inc. (NASDAQ: CRWD). The cybersecurity stock is down more than 14% in the last 30 days.
Some context is important. Even after the pullback, CRWD stock is still up 29.25% in 20... Read the Full Story |
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Technology | |
Shares of Super Micro Computer Inc. (NASDAQ: SMCI) have plummeted by 17.4% in a single week after the company announced its latest quarterly earnings report, a reaction that will soon become unjustified for investors who know what they are looking for inside those results.
Several metrics sugge... Read the Full Story |
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Real Estate | |
Even after a decline in net earnings per share (EPS), shares of Realty Income Corp. (NYSE: O) are rallying by roughly a point and a half in the pre-market hours the day after they released their quarterly financials. This can be confusing for investors, as some companies perform well on good earni... Read the Full Story |
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Technology | |
Shopify (NYSE: SHOP) stock appears well-positioned to reach $200, following better-than-expected Q2 earnings that reaffirmed its accelerating growth trajectory. The e-commerce company's results and forward guidance suggest that long-term analyst forecasts may be underestimating its potential, pr... Read the Full Story |
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Friday's Early Bird Stock Of The Day Roku, Inc., together with its subsidiaries, operates a TV streaming platform in the United states and internationally. The company operates in two segments, Platform and Devices. Its streaming platform allows users to find and access TV shows, movies, news, sports, and others. The Platform segment offers digital advertising, including direct and programmatic video advertising, media and entertainment promotional spending, and related services; and streaming services distribution, such as subscription and transaction revenue shares, and sale of premium subscriptions and branded app buttons on remote controls. The Devices segment provides sale of streaming players, Roku-branded TVs, smart home products and services, audio products, and related accessories as well as licensing arrangements with service operators. Roku, Inc. was incorporated in 2002 and is headquartered in San Jose, California. | | View Today's Stock Pick |
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