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: Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (Ad) 
|
Healthcare | |
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 |
|
From Our Partners | | Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge.
Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks.
Stream his free presentation to get every buy and sell recommendation with no membership or credit card required. | | Watch Marc Chaikin's free presentation and get his full buy-and-sell list today |
|
Finance | |
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 |
|
Communication Services | |
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 |
|
From Our Partners | | TradeSmith CEO Keith Kaplan warns that AI's rapid rise has a dark side, threatening American jobs and livelihoods. He says now is the time to prepare before September 30th.
TradeSmith has invested $17 million in AI tools and built a platform used by 180,000 traders worldwide. One user, Stephen, credits it with building a $2.95 million retirement portfolio. | | See where Kaplan says to move your money before September 30th |
|
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 |
|
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 |
|
From Our Partners | | Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required.
Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away. | | Discover the gold income fund before the next payout date |
|
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 |
|
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 |
|
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 |
|
Industrials | |
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 |
|
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 |
|
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 |
|
