Good MorningThe tape staged a decisive comeback Tuesday after war jitters sent markets lower Monday, as Iranian missile strikes failed to escalate into a full assault on energy infrastructure. Oil, volatility, and Treasury yields all pulled back in tandem, with tech claiming leadership and the S&P 500 closing at a fresh all-time high.
Oil's retreat offered relief, but the macro picture remains complicated. The JOLTS report reflected a robust labor market, and strong ISM data with surging prices reinforced hawkish Fed arguments, keeping rate-cut hopes sidelined. With the FOMC next meeting in June, futures traders are pricing no change to the current target rate, but the path to cuts keeps narrowing.
Micron surged on AI-driven demand for high-bandwidth memory, with HBM products reportedly sold out through 2026. Intel jumped on reports of a potential Apple processor partnership. Palantir slid despite record revenue, reflecting the overhang that elevated multiples create even when earnings quality impresses. PayPal fell after downbeat guidance overshadowed a solid beat, a reminder that forward outlook is driving positioning more than results. Tyson Foods jumped on strong margins. The market is digesting AMD's after-hours report and awaiting Friday's April jobs number for the next read on whether the Fed's hold becomes a hike. Featured: The space stocks worth owning more than SpaceX (Ad) 
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Technology | |
The most pressing problem with Shopify (NADAQ: SHOP) stock is its valuation. The stock commands a significant premium, trading at over 120X trailing earnings, but it is well-deserved and prices in a robust outlook. The company self-funds growth, sustains a high-20% growth pace, and points to compou... Read the Full Story |
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From Our Partners | | The Department of Energy just awarded 2.7 billion dollars to expand American uranium-enrichment capacity, pulling over 90 companies into a Defense Production Act consortium covering mining, conversion, enrichment, fabrication, and recycling.
While investors argue over which reactor company wins, every single design needs the same fuel. That bottleneck may matter more than the reactor race itself.
Karim Rahemtulla has identified overlooked ways to position around it, including one tied directly to physical uranium. | | Click here to see the complete Energy Cube blueprint now |
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Technology | |
Palantir Technologies (NASDAQ: PLTR) delivered a blockbuster Q1 2026 earnings report after the market closed on May 4. But 85% year-over-year (YOY) revenue growth and a Rule of 40 score of 145%, among other highlights, weren’t enough to cheer investors. PLTR dropped 7% the day after the report.
Th... Read the Full Story |
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Consumer Discretionary | |
Having initially traded down following last month’s earnings report, shares of Tesla Inc (NASDAQ: TSLA) are once again pointing north. The stock is currently trading around $390, putting it within touching distance of $400. This means that Tesla has not only recovered the ground it lost following A... Read the Full Story |
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From Our Partners | | On July 21, two federal regulators signed an agreement outlining how they would evaluate future submerged nuclear-energy projects, even though no offshore reactor has been proposed or approved.
Next-generation reactors, dubbed Energy Cubes, are designed to be manufactured, transported and deployed wherever power is needed, from data centers to military bases to offshore sites.
Karim Rahemtulla targets the overlooked companies supplying the fuel and infrastructure every reactor needs, no matter where it ends up. | | See the Energy Cube blueprint and its overlooked infrastructure plays now |
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Technology | |
The semiconductor sector is undergoing a critical phase shift. The cycle has rotated from momentum-driven multiple expansion into a rigorous deployment phase, a market that aggressively punishes valuation overextension while rewarding verifiable enterprise adoption and strategic M&A. This new e... Read the Full Story |
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Healthcare | |
While GLP-1 agonists have grabbed investor attention for their potential as weight loss aids, these medicines also form a crucial component of a broader set of tools to address type 2 diabetes. With about 40 million people in the United States suffering from diabetes, and incidents of type 2 diabet... Read the Full Story |
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From Our Partners | | Tech investor Jeff Brown called Tesla before it surged 25x and flagged Musk supplier Micron before it climbed 1,121% in under two years.
Now Brown says page 37 of the SpaceX IPO filing points to an overlooked sector tied to Musk's next moves, and he's naming a sub-$1 stock he believes could become a key supplier. | | Register free for Jeff Brown's live strategy session this Wednesday. |
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Finance | |
A structural power deficit is forming across the United States, driven by the voracious energy appetite of artificial intelligence (AI) and hyperscale data centers. This has forced technology titans into an unlikely alliance, compelling them to underwrite the future of an energy source once left to... Read the Full Story |
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Technology | |
Nebius Group (NASDAQ: NBIS) has been one of the most extraordinary stories in the market over the past year, and this week the momentum has kicked into another gear entirely. The stock closed Monday, May 4, at a new all-time high of $176.42, up over 14% on the day and about 600% over the prior 12 ... Read the Full Story |
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Finance | |
In June 2026, Kevin Warsh will take over as Chair of the Federal Reserve Board. Current Fed chair Jerome Powell’s term ends on May 15, and the U.S. Senate is expected to confirm Warsh sometime that week.
Warsh has stated an intention to change the way the Fed operates. But the first order of busine... Read the Full Story |
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Technology | |
onsemi’s (NASDAQ: ON) price action surged in April as signs of broad-based improvement in industrial semiconductor demand gripped the market. The move raises red flags, as its parabolic advance is unsustainable unless, of course, there are forces supporting it.
In this case, onsemi has numerous fa... Read the Full Story |
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Technology | |
Insider selling ramped up in early 2026, with tech stocks topping the list. Tech stocks, meanwhile, are rallying higher on results, outlook, and sell-side interest, including analysts and institutions, leaving the signals mixed. The question for investors is which group to follow: the early insider... Read the Full Story |
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Wednesday's Early Bird Stock Of The Day AST SpaceMobile, Inc., together with its subsidiaries, develops and provides access to a space-based cellular broadband network for smartphones in the United States. Its SpaceMobile service provides cellular broadband services to end-users who are out of terrestrial cellular coverage. The company was founded in 2017 and is headquartered in Midland, Texas. | | View Today's Stock Pick |
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