Good MorningMarkets pulled back from record highs Thursday in a session defined by the tension between AI-driven momentum and dangerously narrow leadership.
Iran's continued review of a U.S. peace proposal kept oil prices under pressure, easing inflation fears and pushing back against Fed rate hike expectations—a tailwind for bonds and rate-sensitive names, but not enough to lift the broader market. Energy was the day's worst-performing sector as crude settled well off recent highs.
On the tape, McDonald's beat estimates, but the CEO warned the consumer environment may be getting worse, while Planet Fitness cratered after cutting its outlook and pausing a planned price hike—two data points reinforcing the same margin durability concern. Airbnb raised its full-year forecast on strong bookings, offering a cleaner read on travel demand. Traders are watching NVIDIA's May 20 earnings, where datacenter guidance will either validate or crack the AI leadership holding this market together. Featured: Oracle caught this insider move before the rest of the market (Ad) 
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Technology | |
A staggering 64% single-day stock appreciation on more than 30 times the average trading volume is rarely a quiet event. For storage cloud platform Backblaze, Inc. (NASDAQ: BLZE), the explosive move following its first-quarter earnings report signals more than just a momentary triumph; it points to... Read the Full Story |
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From Our Partners | | Gold just broke another record - a classic flight-to-safety signal that the smartest money on Wall Street is already acting on. With the NASDAQ pricing in optimism over fundamentals and global tensions continuing to rise, a market correction could arrive without warning.
Our research team just released a free crash-protection guide identifying which stocks and sectors can hold strong even when the broader market crumbles. | | Download your free crash protection guide today |
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Technology | |
Datadog (NASDAQ: DDOG) is a great example of why investing based on emotion, contrary to fundamentals, is such a bad idea. Fear of a Software-as-a-Service (SaaS) AI disruption helped to drive Datadog stock to long-term lows, despite its bullish fundamentals. Now, Datadog is not only still outperfor... Read the Full Story |
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Real Estate | |
The proliferation of artificial intelligence (AI) has resulted in abundant market opportunities.
From NVIDIA (NASDAQ: NVDA) to Micron Technology (NASDAQ: MU), AI stocks have shown their ability to not just outperform the market, but to do so by leaps and bounds.
While pure-play AI stocks’ performan... Read the Full Story |
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Technology | |
Quantum computing leader IonQ Inc. (NYSE: IONQ) was among the first pure-play quantum firms to report Q1 2026 earnings, and better-than-expected results on multiple fronts helped to propel shares upward by almost 10% that day.
Among many bright spots were encouraging revenue growth, a raise to ful... Read the Full Story |
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Industrials | | uber
Since its public debut in May 2019, Uber Technologies (NYSE: UBER) has seen its fair share of ups and downs. But since hitting its five-year low in June 2022, the stock has provided shareholders with a nearly 242% gain.
Now, the company—which operates the dominant facet of a global rideshare ... Read the Full Story |
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From Our Partners | | Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required.
Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away. | | Discover the gold income fund before the next payout date |
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Industrials | |
Amprius Technologies' (NASDAQ: AMPX) share price pulled back following its Q1 2026 earnings release, presenting a buying opportunity. The release was mixed: GAAP per-share losses were more than expected, but all other details were positive.
The primary takeaway for investors is that revenue is gro... Read the Full Story |
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Technology | |
Astera Labs, Inc. (NASDAQ: ALAB) is a nuts-and-bolts AI play gaining traction. While it doesn’t make GPUs, it does make the products that connect them, including critical timers, switches, and controllers that help eliminate data bottlenecks. Unlike other connectivity plays, this one focuses on wha... Read the Full Story |
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Technology | |
In a field of success stories, Lam Research Corporation (NASDAQ: LRCX) has become one of the absolute winners of the AI boom. As of May 7, the stock was up almost 300% in the last 12 months, more than 70% year to date, and over 30% in the past month alone.
While undoubtedly great for those who’ve ... Read the Full Story |
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Healthcare | |
Eli Lilly and Company (NYSE: LLY) and Novo Nordisk A/S (NYSE: NVO) are two weight-loss and diabetes drug stocks that have been on completely different trajectories. Since the start of 2025, LLY is up nearly 30%, while NVO has plummeted more than 30%.
This comes as Eli Lilly has taken massive marke... Read the Full Story |
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Industrials | |
The administration's aggressive Project Freedom initiative to escort ships in the Strait of Hormuz, combined with an $8.6 billion arms sale, is creating significant tailwinds for top defense contractors. By sidestepping congressional review, the executive branch has directly allocated substantial c... Read the Full Story |
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Friday's Early Bird Stock Of The Day Camtek Ltd., together with its subsidiaries, develops, manufactures, and sells inspection and metrology equipment for semiconductor industry. The company provides Eagle-i, a system that delivers 2D inspection and metrology capabilities; Eagle-AP, which addresses the advanced packaging market using software and hardware technologies that deliver superior 2D and 3D inspection and metrology capabilities on the same platform; and Golden Eagle, a panel inspection and metrology system to address the challenges fanout wafer level packaging applications. It also develops automatic defect classification, which provides automatic defect classification of color images utilizing deep learning techniques to reduce and eliminate manual verification. In addition, the company offers MicroProf AP, a wafer metrology tool for applications at 3D packaging process steps; MicroProf DI, an optical inspection tool that enables inspection of structured and unstructured wafers for manufacturing process; MicroProf FE, a 2D/3D wafer metrology tool that serve front end HVM fab; MicroProf FS, an wafer metrology tool configurable for wafer foundry; MicroProf PT for hybrid metrology applications to common panel sizes; MicroProf MHU metrology tool, a material handling unit for semiconductor, MEMS, sapphire, and LED industries; MicroProf TL, an optical surface measurement tool for fully automatic 3D surface measurements; MicroProf 100, a universal surface metrology tool for determination of topography and film and sample thickness; MicroProf 200, a measuring device for contactless and non-destructive characterization of surfaces and films; and MicroProf 300, a SurfaceSens technology for quality assurance, development, and manufacturing. It serves semiconductor manufacturers, outsourced semiconductor assembly and test, integrated device manufacturers, and wafer level packaging subcontractors. Camtek Ltd. was incorporated in 1987 and is headquartered in Migdal Haemek, Israel. | | View Today's Stock Pick |
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