Good MorningThe session turned defensive on Thursday as the tension between war-driven inflation and AI-fueled growth reasserted itself. Ceasefire hopes that had lifted equities a day earlier evaporated after President Trump declined to commit to a deal with Iran, sending Brent above $108 and reversing the prior session's gains. With Treasury yields climbing toward their highest since July, risk appetite is narrowing.
The OECD's updated outlook sharpened the macro picture, projecting U.S. headline inflation at 4.2% for 2026, nearly double the Fed's own estimate from last week. That revision, driven by the energy shock from the Strait of Hormuz disruption, complicates the rate path and adds a stagflation overhang to sectors reliant on consumer spending and cheap credit.
Meta slid after a jury found the company's platforms liable for harm to young users, adding legal overhang to a stock already under pressure from heavy AI spending. Memory names including Micron, Sandisk, and Lam Research extended losses after Google's TurboQuant algorithm raised questions about near-term chip demand. Jefferies beat on revenue but missed on earnings as credit losses weighed on the quarter. Traders are watching Saturday's expiration of the pause on strikes against Iranian energy infrastructure, which could reset the oil and equity calculus into the weekend. Featured: MindWalk Holdings Pushes AI Into Pharma Research (Ad) 
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Technology | |
A powerful rally in the shares of semiconductor giants Intel (NASDAQ: INTC) and Advanced Micro Devices (NASDAQ: AMD) is sending a clear message to investors. Recent single-day surges of over 7% for Intel and more than 6% for AMD were not based on rumors or speculation. This sharp upward momentum w... Read the Full Story |
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From Our Partners | | In 1974, a quiet deal between Henry Kissinger and the Saudis reshaped America's monetary order overnight, with no announcement and no vote in Congress.
Decades later, the dollar had lost more than 84% of its purchasing power even as millionaire ranks surged into the millions.
Financial reporter Kimi Weintraub sits down to explore a new, largely unnoticed shift in America's monetary system, one tied to executive orders and a reported 13-nation agreement. | | Watch the full interview before the December 14 Miami summit |
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Technology | |
On March 25, 2026, investors in Arm Holdings (NASDAQ: ARM) witnessed a decisive market event that signaled a fundamental change in the company’s trajectory. Shares surged more than 15% in a single session, a powerful move adding billions to its market capitalization. This was not a reaction ... Read the Full Story |
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Technology | |
Investors often live between two extremes. One is to take aggressive swings at growth stocks, some of the more speculative variety. The other is to get out of stocks altogether and wait for brighter days.
There are obvious risks to both approaches. First, being too aggressive can leave investors ... Read the Full Story |
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From Our Partners | | Barrick Mining has spent decades building one of the world's great gold districts in Nevada, anchored by Fourmile, Goldrush, and Cortez Hills, a region that could hold as much as 60 million ounces of gold.
Bordering Fourmile and less than a mile from Goldrush sits a little-known explorer now moving from historical data toward active exploration, setting targets and preparing for a maiden drilling program.
With gold trading near record highs, this could be a pivotal stage for an overlooked name in the district. | | See why this overlooked gold explorer could be entering its most important stage |
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Consumer Discretionary | |
Winnebago Industries Inc. (NYSE: WGO) is one of the leading recreational vehicle (RV) manufacturers in the country. But market dominance aside, when the company reported earnings on March 25, the results—while solid—illustrated that revenue gains are being driven by price increases r... Read the Full Story |
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Communication Services | |
Despite putting up a very strong earnings report earlier in 2026, the year-to-date (YTD) performance of Meta Platforms (NASDAQ: META) has been anything but impressive. Overall, the Magnificent Seven stock is down nearly 9% YTD despite shares popping 10% the day following the company's earnings r... Read the Full Story |
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From Our Partners | | When Moonshot AI's new model rattled overnight markets, stocks gapped down 1 percent before the open, and history shows the story doesn't end there.
Between 9 30 and 9 50 AM, Wall Street settles nearly 25 percent of the day's total volume in a single 20 minute window, often revealing market direction for the rest of the morning.
A former money manager breaks down the floor data behind this pattern, including a June 25th session where inflation surged past 4 percent and the market moved just 0.3 percent afterward. | | Watch the full video breakdown before access is taken down |
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Technology | |
Over the past few months, many investors have likely encountered the phenomenon known as the “SaaS Apocalypse." This describes a trend of software-as-a-service (SaaS) stocks seeing their share prices tank as a result of new artificial intelligence (AI) tools.
To an extent, it seems as tho... Read the Full Story |
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Technology | |
With just under three months of 2026 in the books, the stock market has been anything but predictable. Investors have crushed many software stocks, and notably, every name in the Magnificent Seven is in the red. Overall, the S&P 500 Index is down over 3%, and recently broke through an importan... Read the Full Story |
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Consumer Discretionary | |
Gap Inc. (NYSE: GAP) has been a bit of a roller coaster lately. Shares dropped sharply in early March following the company’s earnings report before regaining some ground as investors seemed to shrug off the initial reaction and regain confidence in the retailer’s improving fundamental... Read the Full Story |
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Markets | |
Despite the tech sector’s struggles this year, the companies that comprise that corner of the market continue to demonstrate superior financial health.
Driven by intensifying demand for artificial intelligence (AI), tech companies—particularly those in the Magnificent Seven—hav... Read the Full Story |
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Consumer Discretionary | |
GameStop’s (NYSE: GME) fiscal Q4 2025 results reveal a business stabilized after years of struggle. However, as good as some news is, other news offsets it, leaving the market in limbo, where it has been stuck for many quarters. The question now is what comes next, and the answer is likely t... Read the Full Story |
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Friday's Early Bird Stock Of The Day Flutter Entertainment plc operates as a sports betting and gaming company in the United Kingdom, Ireland, Australia, the United States, Italy, and internationally. The company operates through four segments: UK & Ireland, Australia, International, and US. It offers sports betting, iGaming, daily fantasy sports, online racing wagering, and TV broadcasting products; sportsbooks and exchange sports betting products, and gaming products; and online sports betting. In addition, it provides online poker, casino, and rummy. Further, it provides sports betting and gaming services through paddypower.com, betfair.com, sportsbet.com.au, tvg.com, us.betfair.com, fanduel.com, adjarabet.com, pokerstars.com, Skybet.com, tombola.com, sisal.com, and maxbet.rs websites under the FanDuel, Sky Betting & Gaming, Sportsbet, PokerStars, Paddy Power, Sisal, tombola, Betfair, MaxBet, TVG, Stardust, Junglee Games, and Adjarabet brands, as well as live poker tours and events. The company was formerly known as Paddy Power Betfair plc and changed its name to Flutter Entertainment plc in 2019. Flutter Entertainment plc was incorporated in 1958 and is headquartered in Dublin, Ireland. | | View Today's Stock Pick |
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