Good MorningU.S. stocks enter Monday cautious but not broken, with Big Tech weakness testing leadership near recent highs. The central tension is AI spend vs profitability, as investors question whether massive data center investment can keep translating into durable earnings. NVIDIA’s prior-week pullback sharpened that debate, while the broader rotation favored cash flow, dividends, and less crowded areas of the market.
The macro driver is inflation sensitivity and the Fed path. Sticky price pressure keeps rate-cut expectations fragile, even as lower oil offers some relief. That leaves positioning split between investors waiting for AI earnings confirmation and managers shifting toward defensives, industrials, and quality small caps until policy visibility improves.
Micron’s recent report supported the case for firmer AI memory pricing and healthier data center demand. NVIDIA’s prior-week slide showed how quickly leadership can unwind when valuation meets spending concerns. This week, AeroVironment can address company-specific setbacks, Nike will test consumer demand and margin pressure, and General Mills offers a read on value-seeking shoppers. Later in July, ASML and Netflix become key checks on chip demand and consumer strength. Featured: What expensive financial advisors won't (or can't) tell you (Ad) 
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Finance | |
The stablecoin ecosystem experienced massive growth in the last year, with the market capitalization of this segment of the crypto space climbing by about 50% from early 2025 to early 2026. At the same time, increased institutional participation and transaction volumes have helped to solidify token... Read the Full Story |
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From Our Partners | | JPMorgan has raised its 2026 gold forecast to $6,300, with a credible path to $8,000, and now calls gold a core holding rather than just a crisis hedge.
Most Western portfolios still hold less than 1 percent in gold, even as the metal has already topped $5,000 and outpaced the S&P 500 in 2026.
Physical gold can be added directly to an existing IRA or 401(k), with no new account, no penalty, and no tax hit. | | See how to add gold to your IRA or 401k today |
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Technology | |
When Apple (NASDAQ: AAPL) signals it may have to raise prices because memory costs are rising, the market pays attention. For investors already holding Micron Technology (NASDAQ: MU), Seagate Technology Holdings (NASDAQ: STX), Western Digital Corporation (NASDAQ: WDC), and Sandisk Corporation (NASD... Read the Full Story |
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Consumer Staples | |
The Iran war caused many price spikes across the commodity spectrum, and consumers faced one every time they needed to fill up their tanks. Gas prices are posted at every intersection and street corner, serving as a painful daily reminder of our diminishing purchasing power.
But one company that t... Read the Full Story |
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From Our Partners | | 17,556% on KDA. Here's what I'm buying now.
It's a coin under $1.00 that most investors have never heard of. But the world's largest bank is already building on it. It has a deflationary burn mechanism tied directly to institutional usage. | | Click to see my #1 pick. |
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Communication Services | |
Alphabet (NASDAQ: GOOGL) has been one of the most impressive mega-cap stories of 2026, climbing to a fresh all-time high of $408.61 as Google Cloud accelerated, its AI roadmap expanded, and investor sentiment around the company reached its strongest point in years. But over the past few weeks, the ... Read the Full Story |
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Consumer Discretionary | |
Shares of Capri Holdings Ltd. (NYSE: CPRI) have lost 65% of their value over the past five years, weighed down by a failed merger, weakening luxury demand, and declining sales across its brands.
But with the recent sale of its Versace brand, improving profitability, and the company forecasting a re... Read the Full Story |
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From Our Partners | | Murray Stahl is a Wall Street money manager who put more than half of his $9 billion firm into a single stock - one that returned 46,950% between 2002 and 2026, according to Morningstar.
Whitney Tilson of Stansberry Research believes this company, which sits at the center of AI and another major U.S. industry, could be a rare retirement-building opportunity. He's revealing the name and ticker for free. | | Get the name and stock symbol at no charge |
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Communication Services | |
The SpaceX IPO has investors asking a reasonable question: at a valuation somewhere between $1 trillion and $2 trillion, is the hype real, or is the market getting ahead of itself? Rob Spivey and Joel Litman of Altimetry Research say the answer is both—and that for most investors, there are cleaner... Read the Full Story |
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Consumer Discretionary | |
Investor attention may have turned elsewhere in recent weeks, but the autonomous vehicle race is still quietly churning behind the scenes. In just the last few days, for example, Finland took a significant step toward approving key self-driving software, and privately held Terawatt Infrastructure s... Read the Full Story |
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Industrials | |
The debate over artificial intelligence has centered on one thing: the cost of the infrastructure needed to support it. That focus may be missing the point. A wider lens shifts attention to the companies already using AI to run their businesses more efficiently.
The key point to remember is that ... Read the Full Story |
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Markets | |
As the number of tech exchange-traded funds (ETFs) continues to rise along with investor demand for the sector, it can become more challenging for investors to distinguish among offerings. Looking at details—unique strategies, portfolio construction, costs, liquidity, and so on—can make all the dif... Read the Full Story |
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Markets | |
Passive income is a major draw for investors, and exchange-traded funds (ETFs) with a dividend focus are a great way to simplify the process. Many of these funds sacrifice returns for stability of distributions, however. For investors seeking the best of both worlds—an attractive dividend yield alo... Read the Full Story |
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Monday's Early Bird Stock Of The Day Elite Express Holding Inc. is a holding company which conducts its operations through its wholly owned subsidiary, JAR Transportation Inc. It provides last-mile delivery services, primarily focused on transporting packages from distribution centers to end customers. Elite Express Holding Inc. is based in LAGUNA HILLS, Calif. | | View Today's Stock Pick |
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