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: Buffett's Final Warning: "The Dollar Is Going to Hell" (Ad) 
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Industrials | |
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 | | A little-known company trading under $1 could become Elon Musk's next supplier, with a possible announcement expected by Wednesday, August 26.
Tech investing veteran Jeff Brown notes that the last time Musk struck a deal with a small company in this sector, the stock soared nearly five times in a single session. He has reopened his strategy session with full details on this potential opportunity. | | Watch Jeff Brown's urgent strategy session before the Wednesday deadline |
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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 | | When Greece collapsed... the EU and IMF swooped in with $300 billion in bailouts. When America crosses that line... there is no bigger economy to save us. The U.S. IS the emergency bailout for the rest of the world.
In a free presentation I just recorded, I show you exactly what the U.S. government's plan is... Why it's going to create the single biggest wealth transfer of our generation... and how you can position yourself on the right side of it.
We believe America's only escape from $39 trillion in debt depends on a single technology (and it's already being funded with $2 trillion) ... BlackRock, Goldman, and 170 public companies are already positioning. | | Watch the free AI briefing (urgent) → |
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Consumer Staples | |
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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Consumer Staples | |
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 | | Nvidia reports earnings Wednesday, August 26 the last of the seven AI giants to report this cycle. Larry Benedict says up to $22 trillion could move through markets once results land.
During a similar shift, 40% of workers over 45 delayed retirement by an average of four years, while three overlooked stocks climbed as much as 1,415%, 1,228%, and over 1,000%. | | Reserve your spot for the free AI Retirement Reset briefing |
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Consumer Discretionary | |
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 Discretionary | |
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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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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Healthcare | |
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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