Good MorningEquities closed mixed, with the Dow notching a record as the broader market stalled near its own highs and chip leadership cooled. The tension on the tape was clear: AI infrastructure optimism running into sharper questions about software profitability and AI cost discipline. Underneath, mega-cap concentration held, with Apple touching a fresh all-time high as breadth thinned.
Oil slid on hopes of a U.S. and Iran peace framework, even as the White House rejected the initial draft. The pullback is a tailwind for transports and the inflation outlook but a drag on energy. Consumer confidence already slipped in May on Middle East pressure, complicating the picture for retailers and rate-sensitive names.
Corporate news drove the same divide. Salesforce beat but guided light, sliding after hours and adding to the SaaS margin overhang weighing on names like Zscaler. Snowflake surged on an AI hyperscaler deal, while Abercrombie posted a standout retail print. PDD Holdings and Dick's Sporting Goods slipped on middling results, reinforcing consumer caution. Featured: 3 Biggest Tech Billionaires Are ALL Backing This Potential $367 Trillion Tech (Ad) 
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Consumer Discretionary | |
Abercrombie & Fitch Co. (NYSE: ANF) surged Wednesday after the retailer delivered another quarter of better-than-expected earnings and extended its streak of sales growth to 14 consecutive quarters.
Shares of the apparel and accessories retailer, whose core brands include Abercrombie and Hollis... Read the Full Story |
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From Our Partners | | A small Colorado company holds the rights to technology that could protect the U.S. public power grid from collapse. According to the Financial Times, Sam Altman personally called its CEO and has since backed it with his own capital.
Aerial footage also confirms Elon Musk's involvement. Chief Investment Officer Joel Litman of Altimetry is revealing this company's exact name, on camera, at no cost. | | Click here to get the company's name revealed for free today |
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Technology | |
The artificial intelligence (AI) revolution isn't being built on silicon alone; it's being built on the electric grid. As hyperscale cloud providers and AI developers race to deploy next-generation computing, they are colliding with a hard physical limit: power.
The defining constraint for AI expan... Read the Full Story |
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Consumer Discretionary | |
Shares of Amazon.com Inc (NASDAQ: AMZN) are trading around $270 this week, as they continue to consolidate just below the all-time high set earlier this month following a strong earnings report. All told, the stock is up more than 30% in less than two months, a run that has rewarded investors who h... Read the Full Story |
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From Our Partners | | China controls more than 90 percent of the world's refined rare earths and is quietly building a yuan-based payment network, gold vaults in Hong Kong, and cross-border trade deals designed to bypass the dollar.
Meanwhile, a 13-nation pact signed inside the State Department and a flurry of executive orders suggest Trump may be resetting the dollar's foundation entirely, what analyst Porter Stansberry calls the Silicon Dollar, anchored to minerals, energy and AI infrastructure.
The last dollar reset minted over a thousand new millionaires a day. | | Watch the documentary revealing Trump's new dollar strategy now |
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Technology | |
Keysight Technologies (NYSE: KEYS) is a company sitting in the middle of two big economic trends: the artificial intelligence (AI) buildout and defense modernization.
With these forces behind it, Keysight shares have performed very well over the recent past. Since the start of 2025, the stock is u... Read the Full Story |
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Technology | |
Zscaler’s (NASDAQ: ZS) stock price tanked by 30% following its fiscal Q3 earnings report and guidance update, opening a solid buy-the-dip opportunity. While mixed, the results weren’t the cause of the dip so much as the spending plans. The company aims to increase spending on AI, hoping to capital... Read the Full Story |
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From Our Partners | | TradeSmith CEO Keith Kaplan warns that AI's rapid rise has a dark side, threatening American jobs and livelihoods. He says now is the time to prepare before August 31st.
TradeSmith has invested $17 million in AI tools and built a platform used by 180,000 traders worldwide. One user, Stephen, credits it with building a $2.95 million retirement portfolio. | | See where Kaplan says to move your money before August 31st |
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Industrials | |
SpaceX (NASDAQ: SPCX) filed its public S-1 on May 20. Now things are getting serious. The roadshow kicks off around June 4. if all goes as planned, a Nasdaq listing under a reported valuation of $1.75 trillion could happen as early as June 12.
It’s setting up to be the largest IPO in stock market h... Read the Full Story |
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Finance | |
Piper Sandler (NYSE: PIPR) posted its best first quarter ever on May 7, with 33% revenue growth and record investment banking. It was the 10th consecutive quarter of year-over-year growth. The company also raised its dividend.
Yet Wall Street says Hold. This Minneapolis-based boutique investment ba... Read the Full Story |
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Technology | |
For investors seeking to capitalize on the upcoming structural transformation in artificial intelligence (AI) infrastructure, Qualcomm Incorporated (NASDAQ: QCOM) should now be a primary focus due to a sudden shift in market dynamics.
A significant disruption has hit the semiconductor sector: Qual... Read the Full Story |
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Consumer Discretionary | |
Shake Shack (NYSE: SHAK) insiders bought stock in May, signaling confidence in the company’s long-term outlook. Insiders included several directors and the CEO who, along with other noteworthy insiders, own more than 8.5% of the shares. These insiders are buying amid a stock price meltdown that may... Read the Full Story |
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Industrials | |
Rocket Lab (NASDAQ: RKLB) is not a company that stays out of the news for long. The stock closed Tuesday at $143.20, up over 105% year-to-date.
The momentum behind the name has been extraordinary over the last year.
And more recently, over the prior two weeks, a rapid succession of catalysts has ... Read the Full Story |
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Thursday's Early Bird Stock Of The Day USA Rare Earth, Inc. is domestic supplier of rare earth magnets and heavy rare earth elements. It is developing a vertically integrated, domestic supply chain for rare earth element magnet production, with a facility in Stillwater, Oklahoma, and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK. | | View Today's Stock Pick |
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