Good MorningU.S. stocks moved higher, with the S&P 500, Nasdaq and Dow all climbing. Sentiment was helped by reports that the U.S. and Iran agreed to halt tit-for-tat attacks ahead of a Tuesday meeting in Doha, Qatar. Traders also looked ahead to Thursday's jobs report for signals on the economy and interest rates.
Tech remained a key market driver. Cybersecurity names rallied sharply, led by Palo Alto Networks, CrowdStrike and Okta, while AI-linked shares were mixed. Super Micro Computer fell after reports that Taiwanese authorities raided its offices as part of a probe into alleged smuggling of NVIDIA AI chips to China. Goldman Sachs strategists reportedly expect AI infrastructure and energy profits to support S&P 500 earnings growth.
Company-specific news also moved shares. Concentrix reported second-quarter results within guidance, posting record second-quarter operating cash flow. In crypto-linked equities, Strategy shares rose after unveiling a Bitcoin monetization and capital framework, even as Bitcoin slipped to around $59,000 — staying below the $60,000 level amid recent ETF outflows and elevated demand for downside protection. Featured: Only 120 days until a major catalyst hits critical mineral markets (Ad) 
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Technology | |
The AI build-out conversation tends to start and stop with chips. But the companies quietly landing multi-year, multi-billion-dollar contracts right now aren't making semiconductors—they're making the glass, connectors, and routing systems that hold the entire data center ecosystem together.
Lucas ... Read the Full Story |
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From Our Partners | | Barrick Mining has spent decades building one of the world's great gold districts in Nevada, anchored by Fourmile, Goldrush, and Cortez Hills, a region that could hold as much as 60 million ounces of gold.
Bordering Fourmile and less than a mile from Goldrush sits a little-known explorer now moving from historical data toward active exploration, setting targets and preparing for a maiden drilling program.
With gold trading near record highs, this could be a pivotal stage for an overlooked name in the district. | | See why this overlooked gold explorer could be entering its most important stage |
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Markets | |
Gold notched a notable turn in June, slipping into negative year-to-date territory after a sharp pullback from its January peak. The decline marked a sharp break from the metal’s powerful 12-month rally, as a stronger U.S. dollar, higher Treasury yields, easing safe-haven demand tied to the Iran co... Read the Full Story |
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Industrials | |
Every trader and investor should keep one principle close: wait for the opportunistic entry. Opportunistic entries are those unforeseeable, often irrational, price pullbacks that occur in otherwise healthy, growing, and attractive stocks. The story in July is that, between-cycle market angst, AI fe... Read the Full Story |
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From Our Partners | | Starfighters Space (NYSE: FJET) operates the world's only commercial fleet of flight-ready Mach 2+ F-104 Starfighter aircraft, built for high-speed flight testing and aerospace research.
Its Wind Tunnel in the Sky concept puts hardware through real high-speed conditions, while STARLAUNCH targets suborbital missions. New partnerships with Vaya Defense & Space and The Bionetics Corporation expand its reach in propulsion and payload processing. | | See why Starfighters Space's niche position could gain wider recognition |
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Technology | |
In late June 2026, rumors began to circulate across the tech world that ChatGPT-maker OpenAI is leaning toward delaying its IPO from late 2026 to 2027. While the regulatory review process, market volatility, and a host of other factors regularly shift IPO timelines for companies planning to go publ... Read the Full Story |
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Technology | |
onsemi’s (NASDAQ: ON) stock price imploded by more than 25% following the unexpected acquisition of Synaptics (NASDAQ: SYNA). The critical detail (the one triggering the sell-off) is what the market got wrong: this isn’t a desperate grab at acquisitional growth, diluting shareholder value for limit... Read the Full Story |
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From Our Partners | | AI is expanding beyond software into robots, factories, vehicles, and intelligent machines. That shift could create a new group of market leaders before most investors notice.
A complimentary report, 5 Stocks Powering the Physical AI Revolution, identifies five companies positioned at the center of this shift, along with the technologies, growth drivers, and risks to understand. | | Get your free copy before physical AI becomes Wall Street's next crowded trade |
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Consumer Staples | |
McCormick & Company’s (NYSE: MKC) share price is a steal as of mid-2026, down 50% from record highs ahead of a potentially game-changing deal.
The proposed combination with Unilever’s food business could triple the business, generate shareholder value, and provide sufficient cash flow to enabl... Read the Full Story |
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Technology | |
Shares of Qualcomm Inc (NASDAQ: QCOM) are trading just above $200 this week, continuing to consolidate above that key psychological level, which they took so long to crack.
Wall Street had penciled the company's Investor Day in as a potential catalyst for the stock, with JPMorgan flagging it in ad... Read the Full Story |
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Technology | |
Semiconductor giant Broadcom (NASDAQ: AVGO) experienced a dramatic drop-off since its last earnings report. Just days prior to the release, Broadcom traded at its all-time high near $480. However, the company failed to meet the extremely high expectations implied by its valuation, and shares tanked... Read the Full Story |
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Markets | |
The AI trade has powered this market for the better part of two years, but the past couple of weeks have served as a reminder that no trend moves in a straight line. As volatility has crept back into high-flying AI and technology names, a quiet rotation has been underway beneath the surface. Capita... Read the Full Story |
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Technology | |
Shares of Apple Inc. (NASDAQ: AAPL) have been trading around $280 recently, having given up all the gains they logged since the first week of May. The stock had been on a steady recovery toward its earlier highs of around $317, supported by a strengthening AI narrative and last week's strategic par... Read the Full Story |
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Tuesday's Early Bird Stock Of The Day Strategy Incorporated, formerly known as MicroStrategy, provides artificial intelligence-powered enterprise analytics software and services in the United States, Europe, the Middle East, Africa, and internationally. It offers Strategy ONE, a platform that allows non-technical users to access novel and actionable insights for decision-making, and Strategy Cloud for Government, which provides always-on threat monitoring designed to meet the strict technical and regulatory standards of governments and financial institutions. The company also delivers Strategy Support, helping customers achieve system availability and usage goals through responsive troubleshooting; Strategy Consulting, offering architecture and implementation services; and Strategy Education, which includes free and paid learning options. In addition, the company is actively involved in Bitcoin development. The company offers its services through direct sales force and channel partners. It serves the U.S. government, state and local governments, and government agencies, as well as a range of industries, including retail, banking, technology, manufacturing, insurance, consulting, healthcare, telecommunications, and the public sector. The company was incorporated in 1989 and is headquartered in Tysons Corner, Virginia. | | View Today's Stock Pick |
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