Good MorningTuesday's session split cleanly between offense and defense as geopolitical fears collided with a still-fragile risk appetite. The Nasdaq led to the downside, dragged by a steep selloff in enterprise software names, while the Dow held near flat as energy and consumer staples absorbed the flow. About two-thirds of S&P 500 components finished green, but leadership came mostly from old-economy sectors as opposed to growth.
Salesforce slid sharply amid a broad enterprise software selloff as advancing AI agent capabilities reignited displacement fears. Microsoft and IBM followed lower on the same theme. On the other side, Lumentum surged on its S&P 500 inclusion and a multibillion-dollar optical switching agreement, while Corning rallied on AI-driven fiber demand. Chevron gained as crude repriced higher.
Traders are watching for any verifiable diplomatic progress on Iran, signs of growth in the companies slated for mid-week earnings, and whether oil can retreat below triple digits. Featured: This tiny piece of glass could be bigger than GPUs (Ad) 
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Technology | |
It may be time for investors to start shopping for discounted stocks. It might surprise some to find that Microsoft Corporation (NASDAQ: MSFT) is on the metaphorical clearance rack in relation to its cohort of Magnificent 7 stocks. In fact, MSFT stock is within about 10% of its 52-week low caused ... Read the Full Story |
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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 |
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Markets | |
The Q1 2026 earnings reporting season is fast approaching, and all signs suggest it will be a good one. Headwinds, risks, and fears remain, but the outlook for growth provides a triple tailwind for the market, likely to continue in Q2. The tailwind includes earnings growth, an outlook for sequenti... Read the Full Story |
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Healthcare | |
Medical device manufacturer Boston Scientific Corp. (NYSE: BSX) is seemingly off to a tough start to the year, as shares have plunged by 26% year-to-date (YTD) and by almost a third in the last year. But investors looking more closely at the healthcare company's fundamentals may find that it has a... Read the Full Story |
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From Our Partners | | A small public company trading under $5 a share operates inside the secure perimeter of Kennedy Space Center, right alongside SpaceX and Blue Origin.
It holds a special agreement to use a multi-billion dollar federal launch facility for just $500, and its customer list already includes the Pentagon, Lockheed Martin, and GE Aerospace.
Most Wall Street analysts have not caught on yet, but a major milestone could change that soon. | | Click here to see the company behind the gates |
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Energy | |
Oil and gas stocks have surged since the start of the Iran conflict, largely due to the Persian Gulf’s vital role in global oil supply. Approximately 20 million barrels per day pass through the Strait of Hormuz, or roughly 20% of the total global supply.
But the real story for investors go... Read the Full Story |
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Consumer Discretionary | |
In a market searching for direction, shares of Mobileye Global (NASDAQ: MBLY) recently provided a clear signal of strength, climbing more than 4% and decisively outperforming the broader indices.
The driver behind this momentum was a piece of fundamental news: the announcement of a new, high-volu... Read the Full Story |
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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 |
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Technology | |
Stock buybacks are generally bullish for shareholders. In addition to signaling that a company's management may view its stock as undervalued, share repurchase programs also reduce the number of shares outstanding and, by extension, can increase earnings per share.
Recently, Salesforce (NYSE: CR... Read the Full Story |
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Technology | |
While it has been a difficult year for the tech sector, whose more than 6% year-to-date (YTD) loss ranks fourth worst among the S&P 500’s 11 sectors, that has not been the case for every stock calling that corner of the market home.
Since their 52-week low on April 4, 2025, amid the ... Read the Full Story |
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Technology | |
Insider trading can look like a flashing buy-or-sell signal, but the story is more nuanced in three market leaders.
Big sales of Broadcom (NASDAQ: AVGO) and AppLovin (NASDAQ: APP) largely reflect routine mechanics like tax-withholding and pre-set plans, while a sizable Coupang (NYSE: CPNG) purcha... Read the Full Story |
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Consumer Discretionary | |
For decades, O'Reilly Automotive, Inc. (NASDAQ: ORLY) has been a model of consistency for investor portfolios. The auto parts retail sector titan built its reputation as a resilient, defensive powerhouse, growing steadily through market cycles. It is a company accustomed to winning. That is why in... Read the Full Story |
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Consumer Discretionary | |
Macy’s Inc. (NYSE: M) stock was a must-have item for investors in 2025. Wall Street applauded the retailer’s progress on its turnaround strategy and a string of better-than-expected earnings reports. Recently, however, the stock seems to have gone out of style.
Shares pulled back shar... Read the Full Story |
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Wednesday's Early Bird Stock Of The Day Delta Air Lines, Inc. provides scheduled air transportation for passengers and cargo in the United States and internationally. The company operates through two segments, Airline and Refinery. Its domestic network centered on core hubs in Atlanta, Minneapolis-St. Paul, Detroit, and Salt Lake City, as well as coastal hub positions in Boston, Los Angeles, New York-LaGuardia, New York-JFK, and Seattle; and international network centered on hubs and market presence in Amsterdam, Bogota, Lima, Mexico City, London-Heathrow, Paris-Charles de Gaulle, Sao Paulo, Seoul-Incheon, and Tokyo. The company sells its tickets through various distribution channels, including delta.com and the Fly Delta app; acts as a reservations specialists; and operates online travel and traditional brick and mortar agencies. It also provides aircraft maintenance and engineering support, repair, and overhaul services; and vacation packages to third-party consumers. The company operates through a fleet of approximately 1,273 aircrafts. Delta Air Lines, Inc. was founded in 1924 and is based in Atlanta, Georgia. | Should I Buy Delta Air Lines Stock? DAL Bull and Bear Case Explained
These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of Delta Air Lines was last updated on Sunday, August 30, 2026 at 6:52 PM.
Delta Air Lines Bull Case -
The current stock price is around $87, which is significantly lower than its twelve-month high, indicating potential for growth.
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Delta Air Lines, Inc. reported a strong quarterly earnings performance, exceeding consensus estimates, which reflects robust operational efficiency and profitability.
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The company has a solid return on equity of 17.52%, suggesting effective management and a good return on shareholders' investments.
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Delta Air Lines, Inc. has recently increased its dividend, which is a positive signal for income-focused investors, indicating financial health and commitment to returning value to shareholders.
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With a market capitalization of approximately $52.67 billion, Delta Air Lines, Inc. is a major player in the airline industry, providing stability and potential for long-term growth.
Delta Air Lines Bear Case -
The company has a quick ratio of 0.35 and a current ratio of 0.42, indicating potential liquidity issues that could affect its ability to meet short-term obligations.
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Delta Air Lines, Inc. has a relatively high beta of 1.31, suggesting that its stock price is more volatile than the market, which could pose risks for conservative investors.
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The airline industry is highly competitive and sensitive to economic fluctuations, which could impact Delta Air Lines, Inc.'s profitability and market share.
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Despite recent revenue growth, the earnings per share have decreased compared to the same period last year, which may raise concerns about future profitability.
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The debt-to-equity ratio of 0.48 indicates that the company is using a moderate amount of debt to finance its operations, which could be a risk if interest rates rise or if the company faces financial challenges.
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