Stocks charged higher in May, but it may take some time before investors know how much upside is left.
Summer can be a tricky season for the market. As many institutional investors step away from their screens for a bit, trading volumes thin out, making strong moves in either direction hard to take.... |
Good MorningU.S. stocks ended mostly higher Monday, with the S&P 500 and Nasdaq rebounding from Friday’s selloff as tech and chip stocks regained momentum. Sentiment improved after reports that Israel and Iran halted strikes, though oil still edged higher. Intel and Micron were among notable chip gainers as investors returned to AI-linked trades.
Apple unveiled its long-awaited AI-powered Siri overhaul and broader Apple Intelligence updates at WWDC, but shares slipped as investors appeared underwhelmed. AI infrastructure remained a major theme across the market, with headlines highlighting demand for memory, data centers and power solutions. Bank of America also warned of “red flags” in market breadth, noting the S&P 500 remains heavily concentrated in Big Tech.
In company news, Vail Resorts missed quarterly earnings and revenue estimates, while Mission Produce beat revenue estimates and announced a new buyback plan. Mama’s Creations beat earnings and revenue expectations. FedEx raised its dividend, AstraZeneca reported positive mid-stage weight-loss pill data, and Merck and Gilead discontinued a Phase 3 cancer-drug combination study. Featured: How Institutional Desks Collect Income in Any Market (Ad) 
| Technology | |
Stocks charged higher in May, but it may take some time before investors know how much upside is left.
Summer can be a tricky season for the market. As many institutional investors step away from their screens for a bit, trading volumes thin out, making strong moves in either direction hard to take... Read the Full Story |
| From Our Partners | | The government just committed $200 billion to building computer chips on American soil - one of the largest technology bets in U.S. history.
George Gilder, who has tracked technology signals for over 40 years, believes Washington just tipped its hand. He says this move points to a coming shift in computing that could leave today's machines behind - and most investors have already moved past the headline. | | See the signal George Gilder is reading before the market catches on |
| Business Services | |
Amprius Technologies (NYSE: AMPX) insiders are selling in 2026, but wouldn’t you? The stock is up more than 3,000% since its bottom in late 2024, when the company’s outlook was electrified, providing ample incentive, if not a need, to sell.
Insider portfolios are significantly skewed, need rebalanc... Read the Full Story |
| Basic Materials | |
The U.S. dollar has fallen against other currencies during the second Trump administration, potentially driving up the cost of foreign goods amid other inflation-related pressures. While this may not help consumers already facing stretched pocketbooks, it can be a boon to investors, provided that t... Read the Full Story |
| From Our Partners | | Frontieras is using patented FASForm technology to convert coal into hydrogen, diesel, jet fuel, and fertilizer - without burning it - targeting $2.1 trillion in combined markets.
With a $150M investment commitment from GEM, over $30M raised from private investors, a NASDAQ ticker reserved, and an $850M flagship facility breaking ground in West Virginia, 2026 is shaping up as a pivotal year. The share price is set to increase after August 6. | | Join over 12,000 shareholders and invest at $9.01 per share today |
| Markets | |
With the S&P 500 pushing to higher and higher record levels in recent months, many investors are increasingly concerned about the bottom dropping out. Chasing momentum loses its appeal when valuations seem to be stretched uncomfortably thin. In this case, it may be more prudent to seek out targ... Read the Full Story |
| Basic Materials | |
The rally in metals that seemed inevitable at the end of 2025 has taken a pause. That has some investors wondering if the shine has come off this trade. That might be a mistake. What’s happening in the sector today has more to do with shifting short-term priorities. The long game for gold, silver, ... Read the Full Story |
| From Our Partners | | One company grew Q1 revenue 49% year over year with a 43% gross margin and zero debt. Another holds a $22.7 billion backlog, $2 billion in cash, and more than doubled adjusted EBITDA to $78 million. A semiconductor-test leader saw revenue climb from $686M to $1.282B while analysts model 82.9% EPS growth for 2026.
A free report names all seven companies, breaks down each balance sheet and growth profile, and flags which are expensive, which charts look broken, and where execution risk sits. | | Click here to get your free copy of this report today |
| Technology | |
Nebius Group (NASDAQ: NBIS) is up almost 175% year-to-date, and the momentum shows no signs of slowing. The AI infrastructure company has gone from strength to strength over the past year.
The stock closed at $227.81 on Thursday, not too far from its recent all-time high of $278.84, and the cataly... Read the Full Story |
| Technology | |
Technology stocks and the overall market took a meaningful hit on Friday. A strong jobs report triggered fears surrounding monetary policy, and shortly after, the selloff began. Broad rotation out of tech and into other areas of the market sent some of the sector's most prominent names lower in hea... Read the Full Story |
| Energy | |
The oil market has been making headlines, but the real story may not be geopolitical—it could be structural. As artificial intelligence drives unprecedented electricity demand, the companies keeping the grid running look increasingly like the best long-term energy plays available right now.
Marc Li... Read the Full Story |
| Finance | |
Big insurance companies often post big numbers—sometimes big in a good way, sometimes bad. Just ask Allstate (NYSE: ALL).
Less than four years after reporting massive losses, Allstate just delivered a powerful turnaround with strong underwriting, rising premiums, growing investment income, and a h... Read the Full Story |
| Retail/Wholesale | |
In Q1 2026, investment management behemoth Berkshire Hathaway (NYSE: BRK.B) made a portfolio decision that few saw coming. According to its 13F SEC filing, Berkshire took a new position in Macy’s (NYSE: M)—one of the United States' most iconic department stores.
While Macy’s has closed many locati... Read the Full Story |
| Tuesday's Early Bird Stock Of The Day NVIDIA Corporation provides graphics and compute and networking solutions in the United States, Taiwan, China, Hong Kong, and internationally. The Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU or vGPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniverse software for building and operating metaverse and 3D internet applications. The Compute & Networking segment comprises Data Center computing platforms and end-to-end networking platforms, including Quantum for InfiniBand and Spectrum for Ethernet; NVIDIA DRIVE automated-driving platform and automotive development agreements; Jetson robotics and other embedded platforms; NVIDIA AI Enterprise and other software; and DGX Cloud software and services. The company's products are used in gaming, professional visualization, data center, and automotive markets. It sells its products to original equipment manufacturers, original device manufacturers, system integrators and distributors, independent software vendors, cloud service providers, consumer internet companies, add-in board manufacturers, distributors, automotive manufacturers and tier-1 automotive suppliers, and other ecosystem participants. NVIDIA Corporation was incorporated in 1993 and is headquartered in Santa Clara, California. | Should I Buy NVIDIA Stock? NVDA 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 NVIDIA was last updated on Sunday, July 19, 2026 at 6:01 PM.
NVIDIA Bull Case -
NVidia has received multiple "buy" ratings from analysts, indicating strong confidence in its future performance. The consensus price target is around $304.26, suggesting potential upside from the current stock price.
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The company recently reported impressive quarterly earnings, significantly exceeding analysts' expectations, which reflects its strong market position and growth potential.
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Nvidia's product portfolio includes cutting-edge GPUs and AI accelerators, such as the A100 and H100 series, which are in high demand across various industries, including gaming and data centers.
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The company has authorized a substantial stock buyback program, indicating that management believes the stock is undervalued, which can enhance shareholder value.
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Nvidia has increased its quarterly dividend, demonstrating a commitment to returning value to shareholders, which can be attractive for income-focused investors.
NVIDIA Bear Case -
The stock has experienced volatility, with recent fluctuations in price, which may pose risks for investors looking for stability.
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Despite strong earnings, the high P/E ratio suggests that the stock may be overvalued compared to its earnings, which could lead to a price correction.
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Increased competition in the GPU market could impact NVidia's market share and pricing power, potentially affecting future revenue growth.
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The company's reliance on the gaming sector, which can be cyclical, may expose it to risks during downturns in consumer spending.
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Global supply chain issues could affect production and delivery timelines, impacting NVidia's ability to meet demand for its products.
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