The public debut of SpaceX (NASDAQ: SPCX) is officially in the books, and the sheer velocity of the price action caught even seasoned institutional desks off guard.
Priced at $135 just days ago, SpaceX quickly re-rated, recently pushing past $225 on intraday volume exceeding 200 million shares. Thi.... |
Good MorningU.S. stocks were mixed late Tuesday, with the Dow pushing toward record territory while the S&P 500 and Nasdaq softened. The central tension was between energy-driven inflation relief and growth leadership, as lower crude eased supply-risk concerns but did not fully support megacap tech.
Brent crude fell below $80 as traders priced in a faster rebound in Gulf exports, reducing the immediate inflation scare tied to supply disruptions. That shift helped risk perception around consumers and industrials, while keeping positioning selective in tech, where AI spending and earnings quality remain under closer scrutiny.
Deal news gave stock pickers more to work with. Yum Brands rose after agreeing to sell Pizza Hut through deals with LongRange Capital and Yum China, sharpening focus on Taco Bell and KFC. Olin and Huntsman advanced after announcing an all-stock merger of equals, aimed at scale and cost discipline. Microsoft reportedly walked away from a potential Oracle cloud lease due to security concerns, reinforcing cloud execution risk. Goldman recently downgraded Intuit on worries AI could pressure TurboTax. Traders are watching Fed speakers, oil moves, and fresh earnings guidance. Featured: Gold did this exact thing in 1975… [then exploded] (Ad) 
| Communication Services | |
The public debut of SpaceX (NASDAQ: SPCX) is officially in the books, and the sheer velocity of the price action caught even seasoned institutional desks off guard.
Priced at $135 just days ago, SpaceX quickly re-rated, recently pushing past $225 on intraday volume exceeding 200 million shares. Thi... Read the Full Story |
| From Our Partners | | Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up Amazon and Netflix under $3 per share in 2005.
Now the chief investment strategist at The Oxford Club has identified three AI stocks he believes could be the most profitable investments of the next decade. | | Click here to get all three AI stock names from Alexander Green |
| Technology | |
A sudden diplomatic breakthrough between the United States and Iran just sent a definitive risk-on signal across global capital markets. The resulting liquidity rotation rapidly pushed spot Bitcoin (BTC) back above $65,000, triggering an aggressive recalibration in digital asset equities. Seizing t... Read the Full Story |
| Technology | |
Okta’s (NASDAQ: OKTA) fiscal Q1 2027 earnings report changed everything, as it revealed the company's strength and cash flow were driven by AI-focused demand. While AI is disrupting SaaS stocks, the disruption is favorable, contrary to expectations, with cybersecurity at the forefront. The need is ... Read the Full Story |
| From Our Partners | | Whitney Tilson, the analyst CNBC once dubbed The Prophet, is warning that a new kind of national divide could begin in less than 100 days.
Tilson called the dot-com crash in 2000, predicted the collapses of Bear Stearns and Lehman Brothers, and later called the market bottom live on 60 Minutes.
Now he says this divide could reshape portfolios within six months, especially around the upcoming midterm elections. | | Watch Whitney Tilson's urgent briefing to prepare your portfolio now |
| Finance | |
The Federal Reserve has a new chair, and Kevin Warsh’s first Federal Open Market Committee meeting at the helm gives investors their first real look at how he may steer interest-rate policy. Investors aren’t expecting any change in interest rates at this meeting, but will be looking for clues about... Read the Full Story |
| Energy | |
High-yield stocks are attractive for easy-to-understand reasons. When they outpace the S&P 500’s average yield and inflation, they can provide substantial income. But they can also become a double-edged sword for investors. High yields can be, and often are, red flags that point to fundamental ... Read the Full Story |
| From Our Partners | | In 2014, Marc Chaikin pointed readers toward Nvidia. Now the 60-year Wall Street veteran and creator of the Chaikin Money Flow indicator has a new top retirement pick.
The company holds three fast-growing businesses -- including an autonomous vehicle unit and a streaming service with 10x Netflix's reach -- any of which could be spun off in the next 12 to 24 months. It also pays a dividend, a rarity among high-growth AI names.
Chaikin lays out the full case in a new free presentation, no email or credit card required. | | Get Marc Chaikin's free presentation on this overlooked AI stock now |
| Communication Services | |
Last week brought about another bout of uncertainty for aerospace and space-based cellular broadband network provider AST SpaceMobile (NASDAQ: ASTS).
In the lead-up to—and in the wake of—Elon Musk’s massively successful, record-breaking SpaceX (NASDAQ: SPCX) initial public offering (IPO), shares of... Read the Full Story |
| Consumer Discretionary | |
Homebuilding stocks have been in a rut for quite some time. The SPDR S&P Homebuilders ETF (NYSEARCA: XHB) is a commonly used proxy for this industry's performance. The fund has greatly underperformed the general market, with returns of 10% in 2024, -0.7% in 2025, and a single-digit return in 20... Read the Full Story |
| Technology | |
As we approach the halfway mark of 2026, the leaderboard of the S&P 500's top performers tells a remarkably consistent story. The five best-performing stocks in the index this year are not pure-play AI chip designers, cloud platforms, or traditional software companies. For the most part, they a... Read the Full Story |
| Consumer Staples | |
Many market analysts believe the current environment of entrenched inflation and higher-for-longer interest rates will be a headwind on the economy into 2027. That combination has made dividend stocks less attractive in recent years.
But what if the narrative is wrong? On June 14, the outline of a ... Read the Full Story |
| Communication Services | |
For the past three years, the market has priced a steep regulatory discount into the entire entertainment sector. Investors broadly assumed that Washington regulators would quickly block any horizontal integration that would concentrate too much market share among the legacy Hollywood studios. That... Read the Full Story |
| Wednesday's Early Bird Stock Of The Day Amazon.com, Inc. engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally. The company operates through three segments: North America, International, and Amazon Web Services (AWS). It also manufactures and sells electronic devices, including Kindle, Fire tablets, Fire TVs, Echo, Ring, Blink, and eero; and develops and produces media content. In addition, the company offers programs that enable sellers to sell their products in its stores; and programs that allow authors, independent publishers, musicians, filmmakers, Twitch streamers, skill and app developers, and others to publish and sell content. Further, it provides compute, storage, database, analytics, machine learning, and other services, as well as advertising services through programs, such as sponsored ads, display, and video advertising. Additionally, the company offers Amazon Prime, a membership program. The company's products offered through its stores include merchandise and content purchased for resale and products offered by third-party sellers. It serves consumers, sellers, developers, enterprises, content creators, advertisers, and employees. Amazon.com, Inc. was incorporated in 1994 and is headquartered in Seattle, Washington. | Should I Buy Amazon.com Stock? AMZN Bull and Bear Case Explained
These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of Amazon.com was last updated on Sunday, September 13, 2026 at 6:01 PM.
Amazon.com Bull Case -
Amazon recently delivered a significant earnings beat in July 2026, reporting actual earnings per share of $5.75 against a consensus estimate of just $1.82, which demonstrates a substantial improvement in profitability and operational efficiency that is likely to drive investor confidence.
-
The company is currently trading at $256.78, which is well below the consensus price target of $323.08 set by analysts, suggesting there is considerable upside potential for shareholders as the market adjusts to the company's recent strong performance.
-
Amazon's revenue growth has accelerated to 19.6% year-over-year in the most recent quarter, indicating that the company is successfully expanding its top line through its retail, advertising, and cloud services segments despite a challenging economic environment.
-
Wall Street maintains a "Moderate Buy" consensus rating for the stock, with recent upgrades from firms like Morgan Stanley and KeyCorp raising their price targets to $335.00 and $350.00 respectively, reflecting strong institutional support for the company's long-term strategy.
-
Amazon is expanding its Zoox robotaxi service into San Francisco, a move that positions the company to compete directly with major players like Waymo and Tesla in the high-growth autonomous vehicle market, potentially opening a new revenue stream.
Amazon.com Bear Case -
There is significant insider selling activity, with CEO Andrew Jassy and other executives selling tens of thousands of shares in August 2026, which can signal a lack of confidence in the stock's near-term valuation or a desire to diversify personal wealth.
-
Amazon faces intense scrutiny over its massive AI infrastructure spending, with analysts questioning how quickly the company can convert its heavy capital expenditures into cash flow, a concern that is shared by other tech giants like Alibaba.
-
The stock has a high beta of 1.44, meaning it is significantly more volatile than the overall market, which can lead to sharper price declines during periods of market uncertainty or economic downturns.
-
Amazon does not pay a dividend, with a yield of 0.00%, which may be a drawback for income-focused investors who prefer regular cash distributions in addition to potential capital appreciation.
-
Short interest has remained relatively high, with over 92 million shares shorted as of August 2026, indicating that a notable portion of the market is betting against the stock's future performance.
| | View Today's Stock Pick |
|
| |
|
|
