Good MorningStocks traded with a steadier tone on Wednesday as investors tried to move past the week’s AI-driven volatility and refocus on fundamentals. The day’s “two-track” narrative stayed intact: optimism that AI spending remains real, tempered by fresh worries that the biggest buyers may struggle to earn an adequate return on massive infrastructure budgets.
That push and pull kept positioning cautious into NVIDIA’s earnings after the close, with the chipmaker again acting as the market’s emotional center of gravity. Outside of tech, headlines around new tariff friction added another layer of uncertainty, reinforcing the market’s preference for earnings durability over aggressive multiple expansion.
On the corporate front, post-earnings reactions were decisive. Cava and Axon ripped higher on better-than-expected results, while First Solar slid on a weaker print. Lowe’s faded despite a beat, as investors honed in on guidance and the still-pressured housing backdrop. Rates were little changed overall, keeping the macro temperature elevated but not boiling over. Featured: Your book attached (Ad) 
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Medical | |
Tempus AI (NASDAQ: TEM) appears to be a smart buy for tech traders as it is a leading provider of AI-enabled services and infrastructure for healthcare, and its stock is set up to rebound robustly. Trading near 52-week lows in late February, the stock is more than 45% below the analysts' consens... Read the Full Story |
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From Our Partners | | Jon Najarian called Tesla a buy in 2014 before the stock climbed as high as 3,392%. He also called Palantir on live TV in 2020 before it surged as high as 2,000%.
Now Najarian has a new prediction centered on Elon Musk - tied to the anticipated SpaceX IPO and what he describes as a potential $44 trillion opportunity. He's sharing the specific moves he thinks investors should consider making now. | | See exactly what Jon Najarian is predicting about SpaceX and Musk |
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Business Services | |
The end of February shattered the silence surrounding PayPal (NASDAQ: PYPL) stock. For months, investors watched shares drift lower, disheartened by a disappointing fourth-quarter earnings report and lackluster guidance for the year ahead. The narrative was heavy with skepticism, labeling the fint... Read the Full Story |
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Technology | |
Shares of SpaceX rival and communication services upstart AST SpaceMobile (NASDAQ: ASTS) have gained more than 9% since announcing that the company was awarded a $30 million prime contract from the U.S. Space Development Agency (SDA) for the HALO Europa Program.
The news is the latest in a seri... Read the Full Story |
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From Our Partners | | In 1976, Chevron tapped an energy source with no fuel costs, no carbon, and no supply chain - then killed the project. Unocal and Texaco did the same. All three buried the results because it threatened their core business.
Now one company has spent sixty years developing what Big Oil refused to touch. Google locked in a 15-year contract, Bill Gates wrote a $100 million check, and on August 18th the government hands it a competitive edge no other energy source receives. | | Discover the company that spent 60 years proving this technology works |
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Technology | |
The artificial intelligence (AI) revolution has triggered the largest capital expenditure cycle in technology history. Hyperscalers are pouring hundreds of billions of dollars into data center infrastructure to support complex computational workloads. For the past year, a single semiconductor supp... Read the Full Story |
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Technology | |
A sudden collision between cutting-edge artificial intelligence (AI) startups and legacy enterprise infrastructure just wiped out billions in shareholder wealth. On Feb. 23, 2026, International Business Machines (NYSE: IBM) suffered its steepest single-day decline since the year 2000. Shares plumm... Read the Full Story |
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From Our Partners | | In June 2024, a 50-year arrangement tying Saudi oil to the U.S. dollar quietly expired. Garrett Goggin, CFA, CMT - whose gold portfolio has climbed more than 1,200% over the past two years, including a 1,023% gain in G2 Goldfields - believes this is the biggest opportunity of his 31-year career.
Central banks are buying gold bullion at a pace not seen since 1950. The last time the monetary system shifted this dramatically, in 1971, gold surged from $35 to $850. Goggin has identified four specific positions for the next leg of this rally, plus two bonus opportunities for readers. | | Read the free briefing and see all four positions now |
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Technology | |
For the past two years, the artificial intelligence (AI) boom has felt like an exclusive party. If a company wasn't part of the Magnificent Seven, Wall Street barely paid attention. Trillion-dollar giants dominated the headlines, leaving smaller technology infrastructure companies watching from th... Read the Full Story |
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Technology | |
The artificial intelligence (AI) market is undergoing a rapid evolution. For the past two years, investor capital has heavily favored trillion-dollar hardware manufacturers and broad, text-based Large Language Models (LLMs). Now, the market is actively searching for the next profitable frontier.... Read the Full Story |
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Consumer Staples | |
Keurig Dr Pepper’s (NASDAQ: KDP) stock price has been under pressure for years as its businesses struggled, strategy concerns emerged, and analysts panned the name. However, that story is changing, as its core businesses have returned to growth and the planned separation into two traded comp... Read the Full Story |
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Business Services | |
Insider activity in Cineverse (NASDAQ: CNVS), Dorchester Minerals LP (NASDAQ: DMLP), and AirJoule Technology (NASDAQ: AIRJ) spiked in Q4 2025 and Q1 2026, highlighting opportunities with each. However, as bullish as insider buying may be, other forces are also in play. The setups differ sharply by... Read the Full Story |
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Technology | |
Fear has a way of clouding judgment on Wall Street. Over the last few months, a wave of caution has gripped the artificial intelligence (AI) hardware sector. Investors are increasingly worried that the first layer "picks and shovels" trade, the strategy of buying the companies that build the physi... Read the Full Story |
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Thursday's Early Bird Stock Of The Day Ironwood Pharmaceuticals, Inc., a healthcare company, focuses on the development and commercialization of gastrointestinal (GI) products. It markets linaclotide, a guanylate cyclase type-C (GC-C) agonist for the treatment of adults suffering from irritable bowel syndrome with constipation or chronic idiopathic constipation under the LINZESS name in the United States, Mexico, Japan, Saudi Arabia, and China, as well as under the CONSTELLA name in the Canada and European countries. The company is also developing IW-3300, a GC-C agonist for the treatment of visceral pain conditions, including interstitial cystitis/bladder pain syndrome and endometriosis; Apraglutide, a next-generation, long-acting synthetic peptide analog of glucagon-like peptide-2, as a differentiated therapeutic for rare diseases, including short bowel syndrome dependent on parenteral support and acute graft versus host disease; and CNP-104, an immune nanoparticle for the treatment of primary biliary cholangitis. The company has strategic partnerships with AbbVie Inc., AstraZeneca AB, and Astellas Pharma Inc. for the development and commercialization of linaclotide. The company was formerly known as Microbia, Inc. and changed its name to Ironwood Pharmaceuticals, Inc. in April 2008. Ironwood Pharmaceuticals, Inc. was incorporated in 1998 and is headquartered in Boston, Massachusetts. | | View Today's Stock Pick |
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