Good MorningU.S. stocks moved higher intraday Tuesday and appeared poised for strong quarterly gains, with risk appetite extending beyond mega-cap tech. Small-cap stocks continued to outperform the S&P 500, drawing attention to active ETF strategies tied to the rally. Investors also looked ahead to a pivotal, holiday-shortened week featuring the June jobs report and fresh scrutiny of the Federal Reserve’s policy path.
Semiconductors remained a key market driver after a standout quarter for chip shares. AMD, Intel, SanDisk, Astera Labs, and Marvell helped lead an AI-fueled rebound, while Intel jumped on renewed optimism around its AI opportunity, foundry progress and cost position. NVIDIA also remained central to the AI narrative, though some commentary noted its first-half performance lagged parts of the broader semiconductor trade.
Several single-stock stories added to the day’s action. Tesla rose ahead of its July 2 delivery report and amid renewed robotaxi and Cybercab optimism, while Apple’s App Store dispute with Epic Games headed to the Supreme Court. Rocket Lab gained as analysts weighed its announced Iridium acquisition, AeroVironment surged after strong quarterly results, and clean-energy names including Plug Power and FuelCell Energy rallied as investors tracked Europe's progress, data-center power demand and financing updates. Featured: Inside Nevada's 60 Million Ounce Gold Corridor (Ad) 
|
Healthcare | |
Shares of Moderna (NASDAQ: MRNA) are behaving like it's 2020. The stock is up nearly 20% since the company’s Science Day event.
At that time, Moderna revealed its strategy for using mRNA to combat cancer and rare diseases. It’s a move beyond vaccines, and investors seem to like it.
Looks, however,... Read the Full Story |
|
From Our Partners | | President Trump's summit with Xi Jinping drew headlines for tariffs and trade truces, but the real story may be a bid to reset the US dollar.
Porter Stansberry says the meeting, attended by figures like Elon Musk, Jensen Huang and Larry Fink, connects to a 13-nation pact designed to cut China out of a massive investment wave. | | Watch the free documentary to see the five critical assets now. |
|
Utilities | |
In May, NextEra Energy (NYSE: NEE) made an aggressive move to establish dominance in the utilities space by announcing its $67 billion all-stock deal to acquire Dominion Energy Inc. (NYSE: D). At a time when major players across the energy and utilities spaces are vying to meet seemingly endless de... Read the Full Story |
|
Consumer Discretionary | |
There's a growing argument that the market has been pricing Amazon.com Inc. (NASDAQ: AMZN) on fear rather than fundamentals in recent weeks. The CapEx concerns, the FTC noise, and the Blue Origin setback have all combined to leave the stock looking unusually unloved.
But beneath the headlines, the... Read the Full Story |
|
From Our Partners | | Time-lapse footage from a recent clinical study shows Natural Killer cells attacking and eliminating cancer cells - and early human data revealed up to a 63.7 percent reduction in cancer burden.
One NASDAQ-listed biotech's TriKE platform is designed to keep these immune cells locked onto tumors longer. Its next-generation version, showing potential for 10 to 40 times greater potency, has just cleared an important FDA milestone. | | Watch the microscopic footage and learn about the next catalyst |
|
Consumer Discretionary | |
Best Buy (NYSE: BBY) is accomplishing what many thought unlikely.
After a pandemic-fueled surge came and went, the company is showing signs of stabilizing sales and online momentum. Rather than another big-box victim, it is focused on improving its margins and expanding its business. And it is main... Read the Full Story |
|
Technology | |
Nebius Group (NASDAQ: NBIS) has been one of the standout AI stories in the market this year, with shares up almost 240% year to date. But the recent bout of AI-related volatility has tested the resolve of even the most committed believers in the neocloud thesis. After surging to an all-time high of... Read the Full Story |
|
From Our Partners | | Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experiment called Project Prophet - and documented everything on film.
Rooted in the laws of physics, this quantitative approach challenges conventional wealth-building wisdom. With 17 years of verified data behind it, Porter calls it unlike anything he has seen in nearly 30 years in the business. | | Watch the full investigation and decide for yourself |
|
Real Estate | |
There are many reasons why investors want reliable yields, including predictable cash flow, protection against volatility and inflation, and compounding returns. When it comes to timing, there is virtually no bad time to buy yield.
The question is which dividend stocks are good buys in July and se... Read the Full Story |
|
Industrials | |
Capital markets rarely offer a clear view of a structural economic shift in real time. When SpaceX (NASDAQ: SPCX) crossed the $2.5 trillion market capitalization threshold following its recent public debut, investors witnessed a permanent shift in baseline valuation metrics for space names.
Pure-pl... Read the Full Story |
|
Technology | |
Insider selling isn’t the red flag it once was because many C-suite executives, particularly in the tech industry, receive significant portions of their compensation in stock, and regulations now blanket the industry. The simple fact is that it's very hard for insiders to sell on inside information... Read the Full Story |
|
Technology | |
As with the AI industry, investors often push the quantum computing industry aside as a "bubble." In both cases, however, it's important to acknowledge what this might mean. Quantum technology (like AI) is undoubtedly real and rapidly developing—even if it may not always be clear what the eventual ... Read the Full Story |
|
Industrials | |
AeroVironment’s (NASDAQ: AVAV) share price has faced its share of headwinds, enough to drive the stock to long-term lows despite general strength among drone makers. The critical detail, however, is that headwinds are abating and fiscal year 2027 (FY2027) guidance suggests a solid year ahead.
Whil... Read the Full Story |
|
Wednesday'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 |
|
