Good MorningEquities surged to record highs in a broad risk-on session as two powerful forces aligned: geopolitical relief and AI earnings firepower. The central tension wasn't whether to buy, but how durable the rally is, with peace-deal optimism driving energy prices sharply lower while AI infrastructure spending continued to validate lofty valuations across the semiconductor space. Breadth was wide, though tech and materials led, reflecting the dual drivers at work.
Reports that the U.S. and Iran were nearing an agreement, including a moratorium on nuclear enrichment, sent oil prices tumbling and immediately shifted the macro backdrop. Lower energy costs feed directly into margin relief for industrials, transports, and consumer-facing businesses, while removing the commodity overhang that had weighed on positioning for weeks.
AMD surged after reporting revenue up nearly 40% with data center sales leading the way, and CEO Lisa Su described the quarter as "a clear inflection in our growth trajectory," reinforcing AI infrastructure as a structural spending cycle. NVIDIA announced a manufacturing partnership with Corning to build three optical connectivity facilities in North Carolina and Texas, sending Corning shares soaring and signaling that AI buildout demand is now reshaping domestic industrial capacity. Visa posted record buybacks alongside strong payments volume growth, suggesting consumer spending remains intact. Traders are watching the Iran negotiation timeline closely, with any deal reversal the most immediate risk to the tape. Featured: A drilling crew near the Grand Canyon just changed the AI energy race (Ad) 
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Energy | |
Williams Company Inc. (NYSE: WMB) moved up a modest 1% after delivering mixed headline numbers in its Q1 2026 earnings report. The company delivered adjusted earnings per share (EPS) of 73 cents, easily beating expectations of 63 cents. However, revenue was a slight miss with Williams delivering $3... Read the Full Story |
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From Our Partners | | Porter Stansberry believes President Trump will use the December G20 Summit in Miami to unveil a radical monetary reset tied to executive order 14241 - one he says could draw a sharp dividing line between prepared investors and those left behind.
The last time America reset its money - under Nixon in the 1970s - it produced an average of 1,300 new millionaires per day for over 50 years. Stansberry's new documentary names a core group of assets he believes are positioned to surge as Trump's new dollar rolls out.
Watch Porter Stansberry's full briefing and get his three steps to prepare before December. | | Watch Porter Stansberry's full briefing and get his three steps to prepare before December. |
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Technology | |
Digital Ocean (NYSE: DOCN) is an AI infrastructure play potentially beyond compare. It not only owns and operates a network of high-performance data centers but also has the software stack to support them. It is a cloud computing solution for small and medium-sized businesses, enabling them access ... Read the Full Story |
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Finance | |
It’s complicated, but just you wait. That’s the message from Capital One (NYSE: COF) in light of its first-quarter results as it undertakes a significant rejiggering of its business.
For many investors, that’s not been a convincing argument. The lender’s stock has fallen more than one-third since e... Read the Full Story |
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Technology | |
Shares of Intel Corporation (NASDAQ: INTC) are trading around $110 following another explosive week for the stock. It has seen a move of more than 400% over the past 12 months and more than 150% since the start of April alone.
While the company’s broader turnaround has been the key driver in the m... Read the Full Story |
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Auto/Tires/Trucks | |
The era of the standalone electric vehicle startup, fueled by cheap capital and boundless growth narratives, is officially over. Definitive proof arrived when Volkswagen AG (OTC: VWAGY) executed a $1 billion equity purchase in Rivian Automotive, Inc. (NASDAQ: RIVN), overtaking Amazon (NASDAQ: AMZN)... Read the Full Story |
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From Our Partners | | Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the digital dollar. They gave us the timeline… 2025 to 2030. We're in that window right now.
Once the digital dollar launches, every transaction you make will be tracked. Your spending could be controlled. Your accounts could be frozen.
Over 4,500 investors have already used this legal backdoor to hold assets CBDCs can't freeze and generate yields the Federal Reserve can't touch. | | Watch how to access the legal backdoor before it closes. |
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Aerospace | |
The first-quarter 2026 earnings report from Vertical Aerospace (NYSE: EVTL) exposed a substantial pricing inefficiency within the electric vertical takeoff and landing (eVTOL) market.
By delivering a sharp earnings-per-share (EPS) beat and securing an $850 million financial fortress, Vertical effe... Read the Full Story |
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Technology | |
Hard disk drive (HDD) maker Western Digital (NASDAQ: WDC) has been in truly rarefied air when it comes to stock market performance. In 2025, the tech stock put up a total return of over 280%, ranking as the S&P 500’s third-best-performing stock of the year. Shares have not looked back whatsoeve... Read the Full Story |
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Business Services | |
For years, investors have categorized The Western Union Company (NYSE: WU) as a high-yield value trap, a legacy institution slowly ceding ground to more agile fintech disruptors like Remitly Global Inc. (NASDAQ: RELY) and Wise plc (OTCMKTS: WPLCF). Western Union's Q1 2026 earnings report seemed to ... Read the Full Story |
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Technology | |
It has been years in the making, but Advanced Micro Devices (NASDAQ: AMD) is set up to accelerate its revenue and sustain high-level growth for years, as it’s become the spokes to NVIDIA’s (NASDAQ: NVDA) hub. NVIDIA’s GPUs and AI infrastructure offer many advantages and will continue to drive AI. H... Read the Full Story |
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Technology | |
A blowout first-quarter performance from Pinterest (NYSE: PINS) has sent shares up almost 8%, signaling that the company's multi-year transition from a digital discovery tool to a commercial shopping platform is gaining traction. Pinterest posted strong top-line growth and a solid beat on profitabi... Read the Full Story |
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Thursday's Early Bird Stock Of The Day Qnity Electronics Inc. is a premier technology solution provider across the semiconductor value chain. Qnity Electronics Inc. is based in WILMINGTON, Del. | | View Today's Stock Pick |
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