Good MorningThe session ran two speeds on Wednesday, as AI enthusiasm drove the Nasdaq and S&P 500 to record closes while roughly two-thirds of names finished lower. The tension between mega-cap tech momentum and a worsening inflation picture kept breadth narrow and the Dow in the red.
Wholesale prices rose at the fastest pace since 2022 in April, driven by Iran-conflict energy costs, pushing 30-year Treasury yields past 5% for the first time since 2007. That signal would ordinarily pressure growth assets, but Trump's arrival in Beijing with top semiconductor and tech CEOs offered a competing narrative: eased chip export restrictions and a reopened China market for AI.
NVIDIA climbed after Jensen Huang joined the China delegation as a last-minute addition, with semiconductor access central to the summit agenda. Apple briefly crossed $300 per share for the first time, reinforcing AI-adjacent leadership, while Micron gained on the same chip trade. Salesforce and Home Depot fell as sticky inflation and higher rates weighed on enterprise and consumer spending. Traders are watching NVIDIA's earnings next week for confirmation that AI demand can withstand a higher-rate reality. Featured: Sell these "safe" blue chips immediately (Ad) 
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Technology | |
Earnings season is a pivotal moment for many stocks, but particularly for firms in a fledgling industry like quantum computing. When major player IonQ Inc. (NYSE: IONQ) reported results for the first quarter of 2026 in early May, investors took note of promising revenue growth, a raise to full-year... Read the Full Story |
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From Our Partners | | The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings.
Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds.
If any of these are in your portfolio, now is the time to review your positions. | | See the 5 stocks to avoid |
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Technology | |
Nebius Group (NASDAQ: NBIS) is another example of a company in an AI-driven feedback loop. The rapid rise of AI infrastructure enables AI model training, which in turn enables inference, outcomes, use cases and increased demand.
Because outcomes tend to be positive, the technology advances with ea... Read the Full Story |
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Technology | |
Insiders are making moves in three stocks that have seen huge shifts in value over the recent past. This includes insiders buying shares in names that have fallen more than 30% and sales hitting one of the market’s hottest tech stocks. Here are the signals that insiders are sending to investors in ... Read the Full Story |
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From Our Partners | | Barrick's gold production has plunged from 2 million ounces to just 719,000, leaving the world's second-largest miner running on fumes.
Newmont's $15 billion purchase of Newcrest, the largest mining deal in history, still couldn't keep output growing, proof that majors must keep buying to survive.
With record cash flows and shrinking mines, gold majors are positioned to launch a wave of acquisitions targeting the best junior assets. | | See the top three gold buyout targets to watch now |
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Industrials | |
A dramatic operational recovery is creating a powerful new narrative in the hydrogen sector. Shares of Plug Power (NASDAQ: PLUG) jumped following its first-quarter earnings report, which signaled a decisive inflection point in its path to profitability.
A 22% year-over-year revenue expansion and si... Read the Full Story |
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Consumer Discretionary | |
Stocks are hitting record highs. The S&P 500 has strung together six consecutive up weeks. And on May 15, a new Federal Reserve chair takes the helm in one of the most complex macro environments in recent memory.
That combination—a melt-up market and a leadership transition at the Fed—is exactl... Read the Full Story |
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From Our Partners | | Trading legend Larry Benedict built hundreds of millions of dollars for his Wall Street clients using just two simple rules.
Rule one: skip broad diversification. Rule two: a single stock strategy designed to work in any market direction. | | See Larry Benedict's two-rule trading strategy now |
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Technology | |
Shares of Qualcomm Inc (NASDAQ: QCOM) are trading around $210 after one of their most explosive rallies in recent years. Just last month, the stock traded as low as $122, but earlier this week it was up near $250. While it’s cooled slightly in the last few sessions, that’s still a rapid gain of mor... Read the Full Story |
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Industrials | |
Every time you refresh your brokerage app, it seems another semiconductor stock jumps 10%.
But it's not just chip stocks that are bubbling with bullish energy and earnings beats; the industrial sector is also getting in on the action. And with earnings season in full swing, some companies in the sp... Read the Full Story |
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Technology | |
A palpable shift is underway in the high-beta technology trade. As artificial intelligence (AI) hardware names face margin compression and the specter of global tax agreements, speculative capital appears to be aggressively rotating into the next frontier of processing power, quantum computing.
The... Read the Full Story |
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Technology | |
The sands are shifting within the industrial sector. After a prolonged two-year period of destocking and cautious capital spending, a key player in the global supply chain has flashed a definitive green light.
Zebra Technologies (NASDAQ: ZBRA), a foundational provider of tracking and automation ha... Read the Full Story |
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Technology | |
Micron’s (NASDAQ: MU) stock price has increased by more than 100% since its April low, and by many hundreds of percentage points since 2025. Still, it may have a long ride ahead of it.
That is because it is a critical player in HBM memory, the driving force of AI, and demand is tied up through the... Read the Full Story |
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Thursday's Early Bird Stock Of The Day Aeluma, Inc. develops optoelectronic and electronic devices in the United States. The company manufactures semiconductor materials and chips using compound semiconductors on diameter substrates that are used to manufacture mass market microelectronics. It offers its devices for use in mobile, automotive, AI, defence and aerospace, communication, AR/VR, and HPC applications, as well as laser emitters, transistors for integrated circuits, quantum photonic circuits, and solar cells applications. Aeluma, Inc. was formerly known as Parc Investments, Inc. and changed its name to Aeluma, Inc. June 2021. The company was founded in 2019 and is headquartered in Goleta, California. | | View Today's Stock Pick |
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