Photonics is critical to AI, with data centers the primary driver of business in 2026. The vast amounts of data require ultrafast, high-bandwidth transmission, or else face the bottlenecks presented by traditional copper.
However, photonics is good for more than just AI, and space is the place wher.... |
Good MorningEquities closed at record highs Monday with a cautious undertone, as chipmakers carried the session and Mag 7 names diverged, reflecting a market increasingly focused on which AI investments are producing returns and which are still a promise. Semiconductors extended their historic run, while broader breadth remained thin beneath the headline move.
Amazon and Alphabet edged lower after both tapped foreign credit markets to fund continued AI infrastructure buildout, with investors weighing the scale of that commitment against near-term earnings quality. Meta and Microsoft remain under pressure from the same dynamic, having raised CapEx guidance without yet delivering the margin expansion the market is pricing in. NVIDIA and AMD held firm, as chip demand remains the one part of the AI equation that needs no justification.
Intel surged after a report that it reached a preliminary manufacturing agreement with Apple, a potential inflection point for its foundry business and a meaningful shift in semiconductor supply chain positioning. Dollar General slid on soft fiscal 2026 guidance and a leadership transition, adding to concern about margin durability at the low-end consumer. Nebius edged higher ahead of its earnings report, with its full-stack AI cloud partnership with NVIDIA drawing institutional attention. Traders are watching Tuesday's April CPI print, Cisco and Alibaba earnings later this week, and Applied Materials on Thursday as the next real test of semiconductor CapEx conviction. Featured: Your $29.97 book is free today (Ad) 
| Manufacturing | |
Photonics is critical to AI, with data centers the primary driver of business in 2026. The vast amounts of data require ultrafast, high-bandwidth transmission, or else face the bottlenecks presented by traditional copper.
However, photonics is good for more than just AI, and space is the place wher... Read the Full Story |
| From Our Partners | | Saudi Arabia has terminated its 1974 petrodollar agreement with the United States - the deal that forced every country on Earth to hold U.S. dollars to buy oil. Since then, Saudi Arabia has signed a $7 billion currency swap with China, begun settling oil in digital yuan, and joined China's cross-border payment system, mBridge.
With 10-year Treasury yields pushing toward the 4.4% danger line and global dollar demand in retreat, gold is being repriced. There's one asset that still trades at a steep discount to gold's current price - a rare opportunity to leverage the metal's continued rise. | | Learn how to position ahead of the dollar's continued decline |
| Retail/Wholesale | |
Buyback announcements often send key signals to investors about how companies view their own stock. When firms announce new buyback authorizations, it can be an indicator that they see opportunity in shares.
These signals are particularly strong when buyback authorizations represent a significant... Read the Full Story |
| Construction | |
On May 12, the April reading of the Consumer Price Index (CPI) will be released. Polymarket predicts the number is most likely to come in at 3.7% or 3.8%. That "more of the same" result would support the Federal Reserve leaving interest rates unchanged.
With energy prices surging on Middle East ten... Read the Full Story |
| From Our Partners | | A drilling crew in Beaver County, Utah hit 15,765 feet of solid granite in 16 days - a job the Department of Energy projected would take 64. They reached DOE's 2035 performance targets twelve years early, cutting costs in half within 18 months.
When Congress moved to cut solar and wind tax credits, this energy source kept its full credits through 2033. One company has been building in this space for sixty years, and a July 4th catalyst is now 12 days away. | | See the company at the center of Project FORGE right now |
| Retail/Wholesale | |
MercadoLibre (NASDAQ: MELI) reported a robust Q1 result, but only one problem. The company’s margin contracted, and guidance expects the hit to continue, leaving investors feeling a bit squeamish.
However, this company has followed a spend-first, grow-later model while fleshing out its robust Lati... Read the Full Story |
| Technology | |
When it comes to artificial intelligence (AI) stocks, dividend returns aren’t typically what investors think of. Among technology stocks in the S&P 500 Index; approximately half do not pay a dividend at all. In general, these names tend to return more capital through buybacks.
This comes as fir... Read the Full Story |
| From Our Partners | | Five overlooked stocks trading under $5 could be among the most compelling value plays in today's market.
This free report breaks down the top picks with serious growth potential, built for investors who know that low price does not mean low opportunity. | | Get Your Free Report |
| Technology | |
Monday.com’s (NASDAQ: MNDY) manic Monday May 11 rally is another signal that AI disruption isn’t all that it's cracked up to be. While AI threatens the software landscape, it is still in its early phases, often wrong, and unlikely to disrupt established platforms that are, themselves, integrating ... Read the Full Story |
| Technology | |
For the past couple of years, one of the more dominant conversations in AI investing has been about training. Which company makes the best chips for training large language models? Which hyperscaler has the most GPU capacity? Those were the right questions for the previous several years. But in 202... Read the Full Story |
| Technology | |
Over the past several quarters, one word has characterized the market’s reaction to Meta Platforms' (NASDAQ: META) earnings reports: volatility.
For four quarters in a row, Meta has gone back and forth between large post-earnings gains and falls.
In Q2 2025, shares rose 11.3% after earnings, the s... Read the Full Story |
| Basic Materials | |
The massive upheaval to global supply chains caused by a global pandemic is being accelerated by the artificial intelligence revolution. It’s a modern-day gold rush, but it goes far beyond the yellow metal. This rush for resources includes copper, lithium, uranium, and rare earth metals. And the mo... Read the Full Story |
| Technology | |
Every new investor goes through a few rites of passage in the market, but few are more painful than the first attempt to catch a falling knife. When a well-known stock has dropped 15%, 20%, or even 30%, it's tempting to see a ‘discount’ and try to scoop up a quality company on the chea... Read the Full Story |
| Tuesday's Early Bird Stock Of The Day Vertiv Holdings Co, together with its subsidiaries, designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. It offers AC and DC power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure that are integral to the technologies used for various services, including e-commerce, online banking, file sharing, video on-demand, energy storage, wireless communications, Internet of Things, and online gaming. The company also provides lifecycle management services, predictive analytics, and professional services for deploying, maintaining, and optimizing its products and their related systems; and preventative maintenance, acceptance testing, engineering and consulting, performance assessments, remote monitoring, training, spare parts, and digital critical infrastructure software services. It offers its products primarily under the Vertiv, Liebert, NetSure, Geist, E&I, Powerbar, and Avocent brands. The company serves cloud services, financial services, healthcare, transportation, manufacturing, energy, education, government, social media, and retail industries through a network of direct sales professionals, independent sales representatives, channel partners, and original equipment manufacturers. Vertiv Holdings Co is headquartered in Westerville, Ohio. | | View Today's Stock Pick |
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