Good MorningU.S. stocks rallied as technology and artificial intelligence shares led the market higher, with the S&P 500 closing up. Microsoft surged more than 16% after its Azure cloud outlook exceeded Wall Street expectations, fueling gains across semiconductors and AI infrastructure names, including Intel, Arm, Oracle, CoreWeave, and AMD. Investors appeared to look past recent anxiety around the durability of AI capital spending.
Amazon also jumped after reporting second-quarter results that topped estimates, supported by a strong performance from AWS. The company said quarterly net sales rose 20% year over year to $200.6 billion. Elsewhere in earnings, XPO posted its strongest growth in nearly five years, while Boeing’s accelerating commercial-aircraft deliveries renewed attention on its future free-cash-flow potential.
The Federal Reserve’s decision to leave interest rates unchanged remained a key backdrop for markets. The hawkish hold may keep investors focused on inflation and the timing of potential rate cuts into September. Bitcoin briefly moved above $65,000 following the decision and remained on track for a gain of more than 10% in July. Featured: These 5 Stocks Could Power AI’s Next Boom (Ad) 
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Technology | |
Microsoft Corporation (NASDAQ: MSFT) reported its fourth-quarter earnings for its 2026 fiscal year (FY2026). Investors liked what they heard, pushing MSFT up over 16% in midday trading after the report.
For once, good news is good news. The two biggest takeaways from the report were the strong gro... Read the Full Story |
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From Our Partners | | Palantir, Micron and SanDisk show how fast a stock can become the trade everyone suddenly wants. That's often when investors make their costliest mistake: arriving after the easy part of the move is gone.
A new premium eBook flags 7 stocks that may be worth knowing about before the broader crowd catches on. You don't need to buy any of them - just knowing what's quietly gaining attention can be useful. | | See the 7 stocks on the watchlist while it's still free |
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Technology | |
Qualcomm Inc (NASDAQ: QCOM) has spent much of the past few months trying to convince the market that it’s more than just a smartphone chipmaker. Its earnings report, delivered July 29, will have disappointed investors looking for a clear update on whether that transformation is taking hold, as the... Read the Full Story |
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Communication Services | |
A week after Alphabet (NASDAQ: GOOG) reported earnings, it was Meta Platforms' (NASDAQ: META) turn to provide the latest financial litmus test among AI hyperscalers.
Unfortunately for Meta, the stock suffered a similar post-earnings fate as Alphabet. Shares dropped approximately 6% in after-hours t... Read the Full Story |
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From Our Partners | | Bill Poulos is giving away his Simple Options Trading For Beginners book through a temporary link. Once that link expires, it returns to its usual price of $29.97.
The content stays the same - plain-English lessons and a handful of proven techniques - only the price changes. Waiting means paying for something you could have gotten for free. | | Download your free copy before the link expires today. |
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Consumer Discretionary | |
Starbucks’ (NASDAQ: SBUX) fiscal Q3 results prove Brian Niccol was the right CEO at the right time. His Back to Starbucks strategy took time to gain traction, but it has, with comps back in growth mode and margins expanding.
The news is exactly what the market needed, affirming the world’s leading... Read the Full Story |
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Consumer Discretionary | |
After a 30% drop in less than a month, it’s fair to say that Wall Street is more divided on Tesla Inc. (NASDAQ: TSLA) than it has been in years. The company's latest earnings report, released last week, delivered a jarring split between record headline revenue and a sharp deterioration in profitabi... Read the Full Story |
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From Our Partners | | Jeff Brown, the former tech executive who picked Nvidia in 2016 before it surged as high as 37,800 percent, just got inside Elon Musk's new Cybercab, a vehicle with no steering wheel or pedals.
In 2018, the New York Post called Musk a total fraud. Brown's latest footage shows just how far that technology has come since then. | | Watch the Cybercab footage and judge Elon Musk's technology yourself |
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Technology | |
NXP Semiconductors (NASDAQ: NXPI) is among the most undervalued AI stocks, given its structural significance and long-term opportunity. While important today for cooling, networking, and power distribution, it is absolutely critical for AI's future: physical applications.
NXP Semiconductor’s mixed... Read the Full Story |
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Utilities | |
State power grids are buckling under the heavy load of artificial intelligence (AI) compute, prompting outright moratoriums on data center construction in major urban markets. Technology developers have secured the high-performance silicon, but they are rapidly running out of the electricity requir... Read the Full Story |
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Consumer Discretionary | |
The logistics sector just crossed a critical regulatory threshold. DoorDash (NASDAQ: DASH) securing a Federal Aviation Administration Part 135 air carrier certification fundamentally alters the unit economics of localized fulfillment.
This regulatory clearance officially transitions the enterprise ... Read the Full Story |
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Markets | |
The flurry of exchange-traded fund (ETF) launches in the space industry following June's historic SpaceX (NASDAQ: SPCX) IPO continues. When Elon Musk's firm made history with a $75 billion IPO, it solidified space as a popular destination—for investments, if not for travel just yet. A handful of ne... Read the Full Story |
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Technology | |
Corning (NYSE: GLW) delivered a Q2 2026 earnings beat on Tuesday. But if shareholders thought it would break the stock’s slide, they were mistaken. Shares tumbled 12% that day, extending a slide that has already knocked the stock down 50% over the past 30 days.
Even after that drawdown, GLW remain... Read the Full Story |
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Friday's Early Bird Stock Of The Day Post Holdings, Inc. operates as a consumer packaged goods holding company in the United States and internationally. It operates through four segments: Post Consumer Brands, Weetabix, Foodservice, and Refrigerated Retail. The Post Consumer Brands segment manufactures, markets, and sells branded and private label ready-to-eat (RTE) cereals under Honey Bunches of Oats, Pebbles, and Malt-O-Meal brand names; hot cereal; peanut butter under the Peter Pan brand; and branded and private label dog and cat food products under Rachael Ray Nutrish, Nature's Recipe, 9Lives, Kibbles 'n Bits and Gravy Train brand names. The Weetabix segment primarily manufactures, markets, and distributes branded and private label RTE cereal under Weetabix and Alpen brands; hot cereals and other cereal-based food products; breakfast drinks; protein-based shakes under the UFIT brand, and nutritional snacks, such as muesli. The Foodservice segment produces and distributes egg products primarily under Papetti's and Abbotsford Farms brands, as well as potato products in the foodservice and food ingredient channels. The segment also manufactures certain meat products. The Refrigerated Retail segment produces and distributes side dish, potato, sausage products under Bob Evans, Bob Evans Farms, and Simply Potatoes brands; eggs and egg products under Bob Evans Egg Whites and Egg Beaters brands; and cheese, and other dairy and refrigerated products under Crystal Farms brand. It serves grocery stores, mass merchandise customers, supercenters, club stores, natural/specialty stores, dollar stores, discounters, wholesalers, convenience stores, pet supply retailers, drug store customers, foodservice distributors, and national restaurant chains, as well as sells its products in the military, ecommerce, and foodservice channels. The company was founded in 1895 and is headquartered in Saint Louis, Missouri. | | View Today's Stock Pick |
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