Good MorningEquities open the new week with a constructive but conflicted tone, as fresh AI optimism collides with a hardening rate outlook. NVIDIA's earnings reaffirmed the inference inflection and accelerating AI capex, while futures now price the Fed's next move as a possible hike, not a cut. Leadership broadened last week, with the Dow and Russell 2000 outpacing the Nasdaq.
The macro backdrop is doing the heavy lifting on positioning. Jobless claims stayed healthy and PMIs held expansionary, but oil remains near long-term highs and gas is slow to ease even with movement on Iran. With stockpiles falling and rate-cut hopes gone, traders are tilting toward earnings durability over duration-sensitive trades.
That sets the table for a busy corporate week. NVIDIA's print drew analyst upgrades with no bearish revisions, reinforcing AI infrastructure leadership through IBM, Cisco, and Verizon. AutoZone opens Tuesday with margin compression priced in. Wednesday brings Zscaler, Dick's Sporting Goods, and Salesforce, the last oversold on SaaS fears and a barometer for Agentforce traction. MongoDB closes the week as another read on the AI data layer. Traders are watching SaaS guidance, oil, and Fed speakers for clarity on where rates settle. Featured: 5 Stocks Under $5 (Ad) 
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Aerospace | |
The SpaceX (NASDAQ: SPCX) IPO is dominating headlines, but Luke Lango of InvestorPlace says investors are looking at this story through too narrow a lens. The real trade isn't just one rocket company going public, it's a decades-long convergence of four separate business ventures into one AI-driven... Read the Full Story |
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From Our Partners | | Porter Stansberry spent 30 years ignoring outside investment systems - until he met Emmet Savage in Dublin. Savage's model, built on Hamiltonian mechanics applied to equity analysis, has delivered nearly 2,000% returns over 17 years with only one losing year.
What convinced Porter wasn't the returns. It was the sell discipline - a framework that identifies the exact moment a position's energy begins to decay, signaling an exit before the decline. He calls it the most rigorous sell system he has ever seen, comparing its edge to RenTech's famed Medallion Fund. | | Watch Porter's full breakdown of Project Prophet and Emmet's system |
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Technology | |
Just over six months ago, Microsoft Corp. (NASDAQ: MSFT) was trading at an all-time high of over $542. At that time, many analysts were whispering that many technology stocks were overvalued.
So, it shouldn’t come as much of a surprise that MSFT is down from those lofty heights. However, there wer... Read the Full Story |
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Consumer Discretionary | |
Key apparel companies, including well-known names and emerging ones generating growth near the top of the industry, just reported financial results. The good news is that all posted beats on sales and adjusted earnings per share (EPS). The bad news is that despite this, not all saw their share pric... 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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Retail/Wholesale | |
Retail earnings season delivered a clear reminder that good results are not always enough.
Walmart (NASDAQ: WMT), Target (NYSE: TGT) and TJX Companies (NYSE: TJX) all posted solid quarterly numbers recently, but investors reacted to the reports very differently.
For Walmart and Target, strong sales... Read the Full Story |
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Retail/Wholesale | |
The stock market and the economy are not the same thing, but in 2026, they share one trait: skepticism. Despite blockbuster earnings reports from companies like NVIDIA (NYSE: NVDA), Palantir Technologies (NASDAQ: PLTR), and Alphabet (NASDAQ: GOOGL), this may be the most reluctant bull market in his... Read the Full Story |
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From Our Partners | | With OpenAI and Anthropic moving closer to the IPO spotlight, AI excitement could spill into several public-market sectors this summer - and most investors may chase the obvious names too late.
A free report identifies 7 stocks positioned around themes that could matter most this summer: AI infrastructure, energy demand, travel, entertainment, home improvement, and more. Built for a market where leadership may rotate quickly. | | Download 7 Best Stocks to Own in Summer 2026 for free |
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Retail/Wholesale | |
Ross Stores Inc. (NASDAQ: ROST) demonstrated once again that bargain hunting is alive and well in today's economy. The off-price retailer posted strong first-quarter results on May 21 as higher customer traffic across the board helped drive growth.
The results also extended the company's streak of... Read the Full Story |
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Finance | |
Voya Financial (NYSE: VOYA) is probably not a household name, but it is workplace name for millions of employees who get their benefits or retirement plans through the company.
One of the largest providers of benefits and investment plans, Voya has shown repeatedly that it can grow earnings, widen... Read the Full Story |
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Consumer Staples | |
The augmented reality (AR) and virtual reality (VR) adoption curve has hit a structural inflection point, pivoting rapidly from high-friction headsets to mass-market, AI-integrated smart eyewear. Validated by massive commercial traction from early incumbents, the rollout of the Android XR ecosystem... Read the Full Story |
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Basic Materials | |
A U.S.-China rare earth truce is technically in effect, but China is still throttling shipments, shortages persist, and Trump left Beijing last week without a confirmed extension of the agreement, which expires in November 2026.
For investors watching the domestic rare earth sector, the fine print ... Read the Full Story |
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Medical | |
The idiom “never judge a book by its cover” can cut both ways when it comes to clinical-stage biotechnology companies like Amylyx Pharmaceuticals (NASDAQ: AMLX). The stock is up over 140% in the last 12 months as the company has made progress on its pipeline.
One of the drugs in the pipeline is Av... Read the Full Story |
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Tuesday's Early Bird Stock Of The Day IREN Limited, formerly known as Iris Energy Limited, owns and operates bitcoin mining data centers. The company was incorporated in 2018 and is headquartered in Sydney, Australia. | | View Today's Stock Pick |
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