Good MorningU.S. equities enter the week positioned around a familiar but intensifying tension: AI-driven capital spending against the question of where those dollars ultimately land. The tape is telling a clear story as leadership broadens beyond NVIDIA into the wider ecosystem needed to build out high-capacity compute, with the industrial and analog semiconductor complex firming up on evidence of a genuine supercycle. Breadth is improving even as mega-cap tech retains its grip, and small caps are consolidating near record highs as capital rotates into names levered to stabilizing economic activity.
Rates remain the quiet swing factor heading into this week's FOMC meeting, with futures pricing almost no chance of a move and only a moderate probability of a single cut by year-end. A steady hand is the likely outcome, which keeps the macro backdrop supportive for risk assets without forcing positioning changes, leaving earnings as the dominant near-term driver.
Earnings season shifts into high gear with more than 20% of the index reporting, including half of the Mag Seven midweek and Apple on Thursday. Amkor headlines Monday evening as an NVIDIA supply-chain read, followed by UPS, Rambus, and Starbucks on Tuesday, then Chipotle on Wednesday. Traders are watching whether guidance can justify elevated bars and extend the tailwind into May. Featured: Buy this stock tomorrow (Ad) 
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Energy | |
As current events show us, oil prices are volatile. They can swing wildly based on politics, supply decisions, or shifts in global demand. That makes many energy stocks cyclical in nature, particularly those oil and gas companies that are engaged in drilling and exploration.
But there are companies... Read the Full Story |
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From Our Partners | | Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experiment called Project Prophet - and documented everything on film.
Rooted in the laws of physics, this quantitative approach challenges conventional wealth-building wisdom. With 17 years of verified data behind it, Porter calls it unlike anything he has seen in nearly 30 years in the business. | | Watch the full investigation and decide for yourself |
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Technology | |
Market volatility has a way of scattering investors—but it doesn't destroy money. It moves it. And right now, Larry Benedict, founder of The Opportunistic Trader and a 40-year market veteran, says he's watching clear rotation into three sectors with specific stocks absorbing the bulk of those flows... Read the Full Story |
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Energy | |
Shares of energy giant Chevron Corporation (NYSE: CVX) are currently trading around $186, down over 10% from the all-time highs reached at the height of the recent Middle East tensions at the end of March. While that pullback might suggest the best of the move is behind it, the reality is far more ... Read the Full Story |
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From Our Partners | | Jason Bodner - a former Wall Street trader who placed trades as large as $1 billion for hedge funds and banks - says an obscure market anomaly he calls the Nasdaq Glitch can detect major stock moves weeks before they happen.
His system recently flashed on a new group of stocks he believes could break out beginning August 14. Past signals preceded gains of 825%, 2,105%, and 4,496%. He's hosting a free briefing on July 29 at 8 p.m. ET to reveal the details, including his top stock pick at no charge. | | Register free for the July 29 briefing and claim his top stock pick |
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Technology | |
Several large-cap stocks across tech and financials recently announced massive buyback authorizations.
The world’s largest name in creative software has seen its stock price tank. Its new $25 billion buyback plan suggests it sees significant value in shares. Meanwhile, large but under-covered fina... Read the Full Story |
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Basic Materials | |
The International Atomic Energy Agency recently increased its projections for capacity of global nuclear power for a fifth straight year, and it now expects capacity to more than double by 2050. Still, nuclear energy is unfamiliar enough to many that it's easy for investors to be unaware of the int... Read the Full Story |
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From Our Partners | | Hedge funds are rotating out of AI hype and into the hardware layer powering it. New research identifies three profitable U.S. infrastructure companies leading this shift.
One just posted 76% year-over-year data-center growth. Another holds a $12 billion backlog from global hyperscalers. A third is generating 59%+ gross margins on next-gen chips. | | Access the full analysis, price setups, and catalysts now |
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Aerospace | |
Amid the ongoing war in Ukraine, member states of the European Union committed in March 2025 to invest 800 billion euros (approximately $944 billion) by 2030 in an ambitious rearmament plan. More than a year following the announcement, it appears that plans are well on their way: EU countries have ... Read the Full Story |
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Finance | |
The United States and India are continuing negotiations toward an agreement aiming at a trade target of $500 billion by 2030, although as of mid-April 2026, no official deal has been reached. Benefits of an agreement of this kind could include lower U.S. tariffs on Indian goods and increased flows ... Read the Full Story |
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Technology | |
Shares of The Trade Desk (NASDAQ: TTD) are currently trading around $23, having bounced off the $20 level earlier this month. While that rebound is encouraging, it barely scratches the surface of the damage done in recent months.
The stock remains down about 75% from its 52-week high last August, a... Read the Full Story |
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Markets | |
When it comes to dividend plays, consumer staples stocks can be right up at the top—companies that generate reliable income regardless of market conditions. Consumer staples firms often enjoy pricing advantages, brand loyalty, and natural resistance to recessions. In turn, they may pay out healthy,... Read the Full Story |
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Consumer Discretionary | |
The land grab for streaming subscribers is over. For years, the digital media landscape was defined by a high-stakes race for user growth, where market share was the only prize that mattered. That era has decisively closed. In its place, a new contest has emerged: the disciplined pursuit of profit.... Read the Full Story |
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Monday's Early Bird Stock Of The Day Magnite, Inc., together with its subsidiaries, operates an independent omni-channel sell-side advertising platform in the United States and internationally. The company's platform offers applications and services for sellers of digital advertising inventory or publishers that own and operate CTV channels, applications, websites, and other digital media properties to manage and monetize their inventory; and applications and services for buyers, including advertisers, agencies, agency trading desks, and demand side platforms to buy digital advertising inventory, as well as an independent marketplace that connects buyers and sellers. It markets its solutions through sales teams that operate from various locations. The company was formerly known as The Rubicon Project, Inc. and changed name to Magnite, Inc. in July 2020. Magnite, Inc. was incorporated in 2007 and is headquartered in New York, New York. | | View Today's Stock Pick |
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