Good MorningStocks powered higher on Tuesday as the AI wave showed no signs of slowing. Chip giant Nvidia jumped after unveiling a $100 billion partnership with OpenAI to build at least 10 gigawatts of its data centers by 2026, underscoring mounting demand for generative AI compute.
Momentum names with elevated short interest also lit up markets, joining penny AI hopefuls like Datavault in a broader rally fueled by investors chasing technology breakthroughs.
On the policy front, Federal Reserve governor nominee Stephen Miran argued for deeper rate cuts from the current 4.1 percent, reigniting bets on a more dovish Fed pivot.
Oil futures dipped modestly amid mixed economic signals, while gold futures pushed to multi‐week highs as investors weighed central‐bank guidance.
With Q3 earnings season looming, market participants are balancing upbeat corporate news against evolving Fed expectations and geopolitical developments that could sway risk appetite in the weeks ahead. Featured: BlackRock and Vanguard already own THIS (Ad) 
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Industrials | |
For innovative technology companies, there comes a moment when the narrative must shift from dazzling prototypes, vague promises, and shiny catalytic distractions to a credible blueprint for profitability. That moment has arrived in the emerging electric vertical takeoff and landing (eVTOL) sect... Read the Full Story |
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From Our Partners | | Most beginners stay stuck on the sidelines for years because no one shows them the simple steps between being interested in options and actually placing a trade.
Your First Trade Playbook closes that gap in one evening - and right now it is still free. Bill Poulos plans to charge for it soon, so download your copy before the temporary link expires. | | Download your free copy of Your First Trade Playbook today |
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Consumer Discretionary | |
No investor should underestimate the power of intermarket connections.
Investors often focus on single markets in isolation, but the real story is in the connections between them. Stocks, bonds, commodities, and currencies don’t move on their own; they respond to the same underlying shifts ... Read the Full Story |
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Consumer Staples | |
Fresh off the first federal funds rate cut of the year, investors are keeping a close watch over recession indicators. A struggling housing market, warning signs about the labor market, and other metrics may suggest an impending recession, despite the fact that many stocks continue to soar higher.... Read the Full Story |
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From Our Partners | | More than 100 UBI pilots have launched across US cities like Stockton, Denver, and Austin. Nearly all have ended because the funding ran out.
One income program has kept paying for 39 years straight, funded by 14 partnerships collecting fees on oil and gas infrastructure. It paid $28.8 billion in 2020 and a projected $53 billion this year.
See how this energy-backed income plan has kept paying when government programs could not. | | Learn how this 39-year income plan keeps paying out |
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Industrials | |
Though artificial intelligence tends to get the biggest share of the hype, the robotics and automation industry is multifaceted—and fast-growing. The broader robotics space is expected to expand at a compound annual growth rate (CAGR) or 16.1%, reaching more than $165 billion by 2029, accord... Read the Full Story |
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Finance | |
It’s official: the long-awaited decision by the Federal Reserve (the Fed) is in. Interest rates have been cut, and the initial reaction from the market matter more than ever today.
The day after the announcement, the financial sector led the way higher in the S&P 500, which serves as t... Read the Full Story |
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From Our Partners | | Seven small gold miners - MAG Silver, Reunion Gold, Calibre Mining, Probe Gold, Rupert Resources, Loncor Gold, and G2 Goldfields - were acquired by major producers, with gains ranging from 56.6% to 1,228.6%.
Golden Portfolio's Garrett Goggin, CFA, CMT, held every one of these names before the buyouts happened. Major miners face shrinking output and record cash reserves, forcing them to acquire the small companies holding the assets they need. | | See the three gold miners Goggin expects majors to target next. |
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Industrials | |
High-quality dividend stocks trading at 52-week lows offer opportunities for investors that include value and yield. The values tend to be better than average, and the yields higher; the only question is how sustainable the payments are and whether the stock price can go any lower. This is a look ... Read the Full Story |
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Consumer Discretionary | |
One of the main drivers of stock price performance is the underlying earnings per share (EPS) growth for any business's future. With this in mind, one of the simplest ways investors can land on a good upside opportunity is to find companies that trade well below their relative highs but can stil... Read the Full Story |
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Technology | |
With the FOMC on track to reduce rates by another 75 basis points before mid-year 2026, the focus on smaller and small-cap stocks, including emerging technology, is intensifying. The idea is that rate reductions and easing economic headwinds will allow them to reinvigorate growth, expand margins, ... Read the Full Story |
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Healthcare | |
Last week, several high short-interest, momentum-driven stocks broke out strongly, riding the wave of speculation as the broader market hit fresh highs. While this level of euphoria inevitably raises questions about sustainability, history shows that momentum can carry much further than skeptics e... Read the Full Story |
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Technology | |
Datavault AI Inc. (NASDAQ: DVLT) is a data sciences management firm offering AI agents such as DataScore and DataValue. The firm's small size—it has a market capitalization of just $53 million and trades for well below a dollar per share—means that it has yet to gain widespread atten... Read the Full Story |
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Tuesday's Early Bird Stock Of The Day GE Vernova LLC, an energy business company, generates electricity. It operates under three segments: Power, Wind, and Electrification. The Power segments generates and sells electricity through hydro, gas, nuclear, and steam power. Wind segment engages in the manufacturing and sale of wind turbine blades; and Electrification segment provides grid solutions, power conversion, solar, and storage solutions. The company was incorporated in 2023 and is based in Cambridge, Massachusetts. | | View Today's Stock Pick |
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