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: I endorsed someone else's model for the first time (Ad) 
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Retail/Wholesale | |
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 | | The SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself.
Elon believes what Michael Robinson calls 'Project Unlimited' could unlock $100 trillion in potential growth. One little-known company sits at the center of it all, and most investors have no idea it exists.
Position yourself before this company potentially hits the front page. | | Click here to see the details before the crowd catches on |
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Finance | |
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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Retail/Wholesale | |
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 | Financial Chaos Is Coming on July 16
July 16 will spark the stock market’s biggest move of the year, according to the man who predicted the 2025 crash and rally. You have just days to prepare for a major AI-driven turning point in the market that could double your money over and over again – as he’s already shown 13 different times. | | See his outline (and #1 recommendation) here. |
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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 | | 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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Aerospace | |
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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Financial Services | |
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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Retail/Wholesale | |
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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Aerospace | |
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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