NVIDIA's chief executive just mapped the exact trajectory for the global AI infrastructure build-out, explicitly positioning the custom silicon and networking architecture from Marvell Technology, Inc. (NASDAQ: MRVL) as the indispensable backbone of the next computing era.
As legacy hardware provi.... |
Good MorningU.S. stocks are digesting a mix of AI-driven optimism and sector-specific catalysts. NVIDIA is drawing attention again as it pours billions into photonics and other optical technologies, underscoring how the company is trying to remove data bottlenecks and extend the AI buildout.
In housing, Berkshire Hathaway’s reported $8.5 billion all-cash purchase of Taylor Morrison is being viewed as a strong vote of confidence in the long-term undersupply of U.S. homes. The deal could also reset valuations across the homebuilder group and pressure short sellers.
Elsewhere, the potential SpaceX IPO is adding to the market’s appetite for high-profile listings, even as investors watch the broader economy. Consumer inflation pressure is also showing up in the grocery aisle, with tomato prices surging to record levels and likely squeezing food costs further. Featured: Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (Ad) 
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NVIDIA's chief executive just mapped the exact trajectory for the global AI infrastructure build-out, explicitly positioning the custom silicon and networking architecture from Marvell Technology, Inc. (NASDAQ: MRVL) as the indispensable backbone of the next computing era.
As legacy hardware provi... Read the Full Story |
| From Our Partners | | Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge.
Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks.
Stream his free presentation to get every buy and sell recommendation with no membership or credit card required. | | Watch Marc Chaikin's free presentation and get his full buy-and-sell list today |
| Finance | |
Pawn shops are not where most people park their savings, but FirstCash Holdings (NASDAQ: FCFS) could be an exception. FirstCash is a pawn company, and its stock is booming.
With more than 3,300 stores across the United States, Latin America, and the United Kingdom, FirstCash has grown into one of ... Read the Full Story |
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For much of the past year, the word "SaaSpocalypse" hung over the software sector like a storm cloud that refused to move on. The fear was understandable, based primarily on the assumption that artificial intelligence (AI) would render traditional software platforms obsolete, automating away the wo... Read the Full Story |
| From Our Partners | | TradeSmith CEO Keith Kaplan warns that AI's rapid rise has a dark side, threatening American jobs and livelihoods. He says now is the time to prepare before August 31st.
TradeSmith has invested $17 million in AI tools and built a platform used by 180,000 traders worldwide. One user, Stephen, credits it with building a $2.95 million retirement portfolio. | | See where Kaplan says to move your money before August 31st |
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Insiders are aggressively buying stocks like HeartBeam (NASDAQ: BEAT), Sportsradar Group (NYSE: RAD), and Granite Ridge Resources (NYSE: GRNT), highlighting three very different risk/reward setups.
While risks are present, the upside potential is great. The question is whether these companies can e... Read the Full Story |
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NVIDIA (NASDAQ: NVDA) has invested billions in photonic companies so far this year, pointing to the next generation of AI. Investment topped $6.5 billion as of early June, and the size and scope of individual investments should be an eye-opener for investors.
The company is working hard to bypass ... Read the Full Story |
| 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 |
| Consumer Staples | |
Dollar General’s (NYSE: DG) market has hurdles to overcome, but it is only a matter of time until it does. The company's decision to pause share buybacks, focus on growth, and improve the balance sheet is paying off.
Dollar General is reducing debt, invigorating growth, and is on track to sustain ... Read the Full Story |
| Consumer Discretionary | |
Kohl's Corp. (NYSE: KSS) delivered first-quarter results last week that were better than Wall Street had feared. While sales still declined and Kohl's posted a loss for the quarter, the retailer delivered its best comparable sales performance in more than four years and topped analyst expectations ... Read the Full Story |
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Credo Technologies (NASDAQ: CRDO) stock price rally isn’t over yet, not by a long shot. The fiscal Q4 2026 release and 2027 guidance suggest this stock can easily reach $300 and continue rallying from there.
Not only are its Active Electric Cables in high demand (critical for datacenter connectivi... Read the Full Story |
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After its blockbuster Q1 2026 earnings report that caused shares to gain 9.8%, pharmaceutical behemoth Eli Lilly and Company (NYSE: LLY) continues to rack up wins. These include a Food and Drug Administration (FDA) proposal that would pressure compounders, as well as strong clinical results for its... Read the Full Story |
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May 2026 was a big month for D-Wave Quantum Inc. (NYSE: QBTS) in terms of major funding support.
Just days after the announcement of a $2 billion funding injection for the quantum computing industry from the U.S. Department of Commerce, including plans for $100 million to go toward D-Wave's contin... Read the Full Story |
| Wednesday's Early Bird Stock Of The Day Walmart Inc. engages in the operation of retail, wholesale, other units, and eCommerce worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club. It operates supercenters, supermarkets, hypermarkets, warehouse clubs, cash and carry stores, and discount stores under Walmart and Walmart Neighborhood Market brands; membership-only warehouse clubs; ecommerce websites, such as walmart.com.mx, walmart.ca, flipkart.com, PhonePe and other sites; and mobile commerce applications. The company offers grocery and consumables, including dairy, meat, bakery, deli, produce, dry, chilled or frozen packaged foods, alcoholic and nonalcoholic beverages, floral, snack foods, candy, other grocery items, health and beauty aids, paper goods, laundry and home care, baby care, pet supplies, and other consumable items; fuel, tobacco and other categories. It is also involved in the provision of health and wellness products covering pharmacy, optical and hearing services, and over-the-counter drugs and other medical products; and home and apparel including home improvement, outdoor living, gardening, furniture, apparel, jewelry, tools and power equipment, housewares, toys, seasonal items, mattresses and tire and battery centers. In addition, the company offers consumer electronics and accessories, software, video games, office supplies, appliances, and third-party gift cards. Further, it operates digital payment platforms; and offers financial services and related products, including money transfers, bill payments, money orders, check cashing, prepaid access, co-branded credit cards, installment lending, and earned wage access. Additionally, the company markets lines of merchandise under private brands, including Allswell, Athletic Works, Equate, and Free Assembly. The company was formerly known as Wal-Mart Stores, Inc. and changed its name to Walmart Inc. in February 2018. Walmart Inc. was founded in 1945 and is based in Bentonville, Arkansas. | | View Today's Stock Pick |
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