Good MorningU.S. stocks rallied Monday as investors welcomed a tentative U.S.-Iran peace deal, with the S&P 500 and Nasdaq 100 ETFs closing higher while oil fell below $85 a barrel. Airlines and other growth stocks got a lift from easing geopolitical risk, though market attention also shifted to the bond market and what lower oil prices could mean for the Fed’s next move.
AI and infrastructure remained key market themes. NVIDIA is reportedly seeking to raise about $20 billion in its first corporate bond sale since 2021. Applied Materials introduced new chipmaking systems for advanced 3D chip scaling. Quantum computing names also gained after upbeat sector commentary.
Several single-stock stories stood out. Fiserv fell after an abrupt CEO change, while Archer Aviation climbed with other growth names. Coinbase drew attention after launching an AI-driven trading product and receiving conditional U.S. approval for a national trust company charter. In healthcare, Gilead’s liver disease treatment received U.S. approval. Featured: Nvidia just bet $7 billion on a new type of AI (Ad) 
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Technology | |
The summer months tend to bring volatility, thin trading, and a rotation away from momentum stocks. But some AI names have more than momentum behind them.
The more durable AI trade sits elsewhere: businesses so structurally embedded in the AI supply chain that market slowdowns don't dislodge their ... Read the Full Story |
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From Our Partners | | Palantir, Micron and SanDisk show how fast a stock can become the trade everyone suddenly wants. That's often when investors make their costliest mistake: arriving after the easy part of the move is gone.
A new premium eBook flags 7 stocks that may be worth knowing about before the broader crowd catches on. You don't need to buy any of them - just knowing what's quietly gaining attention can be useful. | | See the 7 stocks on the watchlist while it's still free |
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Consumer Staples | |
Buybacks are a sign of financial health and confidence in future cash flow. Companies that initiate or expand buyback programs not only affirm their outlook but also provide investors with leverage. Share buybacks are a tax-efficient means of returning capital and aid shareholders by reducing share... Read the Full Story |
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Finance | |
Stocks are trying to adjust to a macroeconomic outlook that looks different today than it did in January. Inflation is down from its peak 2022 levels, but it has settled well above the Federal Reserve’s preferred 2% target, and oil prices are sending it higher. Interest rates have followed, staying... Read the Full Story |
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From Our Partners | | Since 1950, the midterm year has been the bumpiest stretch of the four-year presidential cycle. Yet the year after every midterm, the S&P 500 finished higher all 19 times.
Investors who sold during the pre-election fear often missed the rebound that followed. Bill Poulos breaks down the pattern in a new report, The Midterm Election Playbook, including five moves to consider before and after Election Day. | | Download the free Midterm Election Playbook report today |
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Consumer Discretionary | |
Luxury home furnishings retailer RH (NYSE: RH) reported first-quarter results after the market closed Thursday, topping Wall Street's earnings and revenue expectations and raising its full-year outlook.
Despite better-than-expected results and the company's enthusiasm for its strategic expansion pl... Read the Full Story |
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Industrials | |
More than 100 days since the start of the Iran war, investors are still struggling to predict when or how it might conclude. Between headlines about a ceasefire and renewed attacks, it's difficult to assess how the conflict may continue—and what the impacts may be on the market. Given this murkines... Read the Full Story |
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From Our Partners | | Former Wells Fargo Senior Financial Advisor Brian Jackson is hosting a free Investor Briefing on automated futures algorithms built to trade across shifting market conditions.
The strategy isn't about replacing your current portfolio - it's a potential new bucket for investors who've built serious capital and want to see it working harder.
Attendees will learn how these algorithms aim to perform across different market environments, not just bull markets. | | Save your free seat and see the strategy explained today |
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Materials | |
Gold is at an inflection point. After a historic run that took the metal above $5,300 per ounce in January 2025, spot prices have fallen below the 200-day simple moving average and briefly below $4,100.
J.P. Morgan's head of base and precious metals research recently described gold’s move as a "sid... Read the Full Story |
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Markets | |
The crypto market is currently in the midst of a prolonged downturn as investor appetite for risky alts like Bitcoin (BTC) has dried up since the coin hit its all-time high (ATH) on Oct. 6, 2025.
Since then, the largest coin—with a market cap of $1.23 trillion—has lost around half its value and is ... Read the Full Story |
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Energy | |
Investing in energy stocks right now is a confidence test. WTI (West Texas Intermediate) crude has pulled back from its recent highs, and there are several macroeconomic and geopolitical reasons for investors to question the future of global demand, such as:
Restricted traffic in the Strait of Horm... Read the Full Story |
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Technology | |
In early June, quantum computing firm IonQ Inc. (NYSE: IONQ) faced some unusual scrutiny from a specific corner of the social media space. Martin Shkreli, the notorious former pharma CEO and convicted fraudster, claimed via a post on X that the company had made a seemingly outlandish claim about cr... Read the Full Story |
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Markets | |
Long-duration U.S. Treasury bonds have had a tough time amid inflation, interest rate activity, and yields that have risen dramatically since a pandemic-era low point. While the consensus view may be that long bonds like this are risky, contrarian investors can argue that long-duration Treasury bon... Read the Full Story |
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Tuesday's Early Bird Stock Of The Day Post Holdings, Inc. operates as a consumer packaged goods holding company in the United States and internationally. It operates through four segments: Post Consumer Brands, Weetabix, Foodservice, and Refrigerated Retail. The Post Consumer Brands segment manufactures, markets, and sells branded and private label ready-to-eat (RTE) cereals under Honey Bunches of Oats, Pebbles, and Malt-O-Meal brand names; hot cereal; peanut butter under the Peter Pan brand; and branded and private label dog and cat food products under Rachael Ray Nutrish, Nature's Recipe, 9Lives, Kibbles 'n Bits and Gravy Train brand names. The Weetabix segment primarily manufactures, markets, and distributes branded and private label RTE cereal under Weetabix and Alpen brands; hot cereals and other cereal-based food products; breakfast drinks; protein-based shakes under the UFIT brand, and nutritional snacks, such as muesli. The Foodservice segment produces and distributes egg products primarily under Papetti's and Abbotsford Farms brands, as well as potato products in the foodservice and food ingredient channels. The segment also manufactures certain meat products. The Refrigerated Retail segment produces and distributes side dish, potato, sausage products under Bob Evans, Bob Evans Farms, and Simply Potatoes brands; eggs and egg products under Bob Evans Egg Whites and Egg Beaters brands; and cheese, and other dairy and refrigerated products under Crystal Farms brand. It serves grocery stores, mass merchandise customers, supercenters, club stores, natural/specialty stores, dollar stores, discounters, wholesalers, convenience stores, pet supply retailers, drug store customers, foodservice distributors, and national restaurant chains, as well as sells its products in the military, ecommerce, and foodservice channels. The company was founded in 1895 and is headquartered in Saint Louis, Missouri. | | View Today's Stock Pick |
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