Good MorningMarkets enter the new week with a cautious but constructive posture, as the central tension between AI infrastructure spending and near-term profitability continues to shape positioning. Leadership remains narrow, concentrated in mega-cap technology, with breadth in risk assets still lagging the headline moves.
The rate picture complicates the setup. Core inflation is running at a 2.5-year high, back in the range where the Fed had previously been tightening. With jobless claims holding below 200,000 and FOMC dissent building around the possibility of a hike rather than a cut, the rate path is genuinely uncertain, feeding caution across rate-sensitive sectors and keeping the cost-of-capital debate alive.
Tyson Foods opens the earnings week Monday morning, where poultry's positioning against elevated beef prices could deliver a positive surprise, with the stock trading near long-term highs and analyst sentiment trending upward. Traders are watching Friday's non-farm payrolls report, where any upside in wages or employment would further pressure rate-cut expectations and test the resilience of this narrow, AI-driven rally. Featured: SpaceX will crumble without these 5 companies (Ad) 
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Consumer Discretionary | |
It’s been a tough stretch for online gaming platform Roblox Corp. (NYSE: RBLX), and some investors aren’t eager to keep playing.
Following the company’s first-quarter earnings report on April 30, shares plunged, hitting a new 52-week low of $41.75 and extending a sell-off that has already weighed ... Read the Full Story |
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From Our Partners | | When Wall Street was slow to grasp AI's power demands, Vertiv surged 1,700% in under two years - turning $10,000 into $180,000. Modine ran 1,900%. Neither was a chip company or a household name.
That was the first wave. The wave hitting now is more than three times larger, running straight through one small supplier almost no one has connected to Elon Musk yet. | | See the stock running the same playbook before Wall Street catches on |
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Technology | |
A mid-April surge to nearly $22 a share was short-lived, and now D-Wave Quantum Inc. (NYSE: QBTS) is once again trending downward, as it has for much of the year so far.
There's no doubt that it is a difficult time for quantum computing stocks, with pressure mounting from investors for pure-play c... Read the Full Story |
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Markets | |
After amassing enormous losses over the past five years, cannabis stocks received a much-needed shot in the arm last week when President Donald Trump announced plans to officially reschedule marijuana from Schedule I to Schedule III under the Controlled Substances Act (CSA).
The April 23 announceme... Read the Full Story |
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From Our Partners | | With SpaceX approaching a near-$2 trillion valuation, most investors are focused on the IPO itself - but analyst Lance Ippolito says the real opportunity is elsewhere.
He's identified 5 dirt-cheap stocks at the forefront of this mega-IPO, including a space ticker that Goldman Sachs, BlackRock, and Morgan Stanley are all buying, a rare resource miner Elon's entire empire depends on, and the chip supplier Starlink satellites can't function without.
Access his free SpaceX Investing Blackbook before IPO day arrives. | | Get the free SpaceX Investing Blackbook and see all 5 names |
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Technology | |
AT&T (NYSE: T), Verizon Communications (NYSE: VZ), and T-Mobile US (NASDAQ: TMUS) are the three dominant players in the United States telecom industry. These firms battle fiercely for customers across mobile phone connectivity and home and business internet solutions.
In late April, all three o... Read the Full Story |
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Retail/Wholesale | |
TJX Companies Inc. (NYSE: TJX) has continued to deliver standout performance, helping fuel a powerful rally in the stock and making it a Wall Street darling. However, given its strong run and more cautious outlook, investors may be wondering how much upside remains.
In an era where online shopping... Read the Full Story |
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From Our Partners | | The Department of Justice recently argued in court that cash may not be legally your property - raising concerns about government authority to freeze or seize private accounts.
Greece raided pensions. Cyprus drained bank accounts. Poland seized retirement funds. Priority Gold has put together a free Wealth Defense Guide for Americans looking to move assets beyond potential government reach. | | Download your free Wealth Defense Guide and review your options today |
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Technology | |
A tectonic shift is currently unfolding at Sanmina Corporation (NASDAQ: SANM), an electronics manufacturing services (EMS) provider that has successfully repositioned itself as a critical player in the artificial intelligence (AI) hardware supercycle.
Sanmina Corporation’s recent second-quarter fi... Read the Full Story |
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Business Services | |
Shares of payment giant Visa (NYSE: V) have been under pressure through much of 2026. By late March, shares had fallen more than 15% on the year. One contributing factor to this is the conflict in Iran. Visa’s payments business finds strength on the back of general economic growth, as it results in... Read the Full Story |
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Medical | |
Earnings season is in full swing, and on April 29, three Big Pharma mainstays reported Q1 2026 earnings. Investors were looking for strong results—and strong guidance—that could serve as a sorely needed tailwind for the healthcare sector.
So far in 2026, that corner of the market has been the S&... Read the Full Story |
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Technology | |
It's peak earnings season in the tech sector, but it’s not just the AI hyperscalers making headlines this quarter.
Some of the biggest surprises this quarter have come from companies powering the infrastructure behind AI buildouts. Three AI-adjacent names just posted results that shocked the market... Read the Full Story |
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Aerospace | |
L3Harris' (NYSE: LHX) share price corrected more than 15% in March and April, raising doubts about its future value. While near-term headwinds, investor concerns, and market mechanics played a role, the likely outcome is that this pullback is a buying opportunity.
The recent Q1 results affirmed a ... Read the Full Story |
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Monday's Early Bird Stock Of The Day D-Wave Quantum Inc. develops and delivers quantum computing systems, software, and services worldwide. The company offers Advantage, a fifth-generation quantum computer; Ocean, a suite of open-source python tools; and Leap, a cloud-based service that provides real-time access to a live quantum computer, as well as access to Advantage, hybrid solvers, the Ocean software development kit, live code, demos, learning resources, and a vibrant developer community. It also provides D-Wave Launch, a quantum professional service that guides enterprises from problem discovery through production implementation. The company's quantum solutions are used in logistics, financial services, drug discovery, materials sciences, scheduling, fault detection, mobility, and supply chain management. It serves financial services, manufacturing/logistics, mobility, and life sciences/pharmaceuticals industries. D-Wave Quantum Inc. was founded in 1999 and is headquartered in Burnaby, Canada. | | View Today's Stock Pick |
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