Good MorningU.S. stocks finished slightly lower Monday as uncertainty surrounding the Strait of Hormuz pushed energy prices higher. Brent crude rose nearly 5% to $87.50 a barrel, putting renewed focus on inflation risks and the impact of higher fuel costs on consumers and corporate margins.
Technology trading was mixed. NVIDIA reportedly lost about $130 billion in market value amid reports tied to a potential $500 billion AI infrastructure financing effort, while Intel fell after announcing plans to raise $15 billion through a common-stock sale. Investors also weighed reports that Microsoft is preparing to unveil its Maia 300 AI chip this fall as it expands its custom silicon efforts.
Berkshire Hathaway advanced after better-than-expected second-quarter earnings, while Hewlett Packard Enterprise rose following a Morgan Stanley upgrade. Investors also continued to parse earnings, with Monday.com falling despite a quarterly beat after its outlook disappointed. Featured: A Quiet Gold Stock Move That Could Signal Senior Producer Status (Ad) 
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Technology | |
SoundHound AI’s (NASDAQ: SOUN) market sent a clear signal following its Q2 earnings report, surging more than 30% on the news and closing the week at its highs. The move reveals solid support at long-term lows, a critical support target given the ultra-high short interest, and a high probability th... Read the Full Story |
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From Our Partners | BlackRock put its $2.1 billion Treasury fund on a blockchain exchange. JPMorgan now has its own coin and lets clients pledge assets as loan collateral.
Analysts project $11 trillion in real-world assets will move onto blockchains by 2030, yet mainstream coverage remains scarce.
Brownstone Research built a new briefing, Chain of Thought, to track this shift in real time. | | Claim free access to the Chain of Thought briefing today |
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Utilities | |
The S&P 500 finally made a new all-time high on Aug. 4, its first new record in more than two months. But while the index was notching its high, the volatility index (VIX) also spiked 4%, indicating a flurry of options activity under the market’s surface.
Inflation is still elevated, the war in... Read the Full Story |
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Technology | |
In today’s stock market environment, investors' minds often go to one specific theme when thinking about the “most upgraded” stocks among analysts: data centers and AI. This certainly makes sense, given the overwhelming presence of this theme that seems to leave little air left in the room for othe... Read the Full Story |
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From Our Partners | Brownstone Research analyst Ben Lilly says the biggest shift in finance in over 400 years is underway, and most investors have not heard a word about it.
His new briefing, Chain of Thought, breaks down moves like BlackRock's stake in a code-run exchange and a $7.3 billion futures session one major bank called the hottest new trade.
Every issue delivers institutional-level data and context before it hits the mainstream headlines. | | Get free access to Chain of Thought and stay ahead today |
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Technology | |
First Solar (NASDAQ: FSLR) is proving it can turn the clean-energy buildout into real profit. What comes next is hard to predict.
The company has moved past being a thematic bet on solar power. It’s become a profitable manufacturer with hard numbers to back up the narrative. It has a deep contracte... Read the Full Story |
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Consumer Discretionary | |
This earnings season has delivered a hard lesson: beating estimates is no longer enough. Several richly valued names posted strong quarters only to sell off sharply as the market picked apart guidance, bookings, or spending plans. That makes the stocks that beat and either held their gains or exten... Read the Full Story |
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From Our Partners | | Tech investor Jeff Brown says the real story isn't the SpaceX stock dip, it's what he calls The SpaceX Supercycle, a shift he traces to language on page 37 of the SpaceX IPO filing.
Brown previously flagged Tesla in 2018 and Micron before its 1,121 percent run. He's hosting a live strategy session Wednesday, August 12 at 8 p.m. ET with an industry insider to break down this new sector.
He says it's the most compelling setup he's identified in 20 years, tied to developments he expects around August 26. | | Register free for Jeff Brown's live strategy session now |
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Consumer Discretionary | |
Wingstop (NASDAQ: WING) is still growing even as its stock shrinks. That contradiction defines the company right now.
Wingstop built its reputation over the past decade on the simple promise of an asset-light, high-margin franchising machine that turns wings into one of the more reliable growth st... Read the Full Story |
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Consumer Staples | |
In a market consumed by artificial intelligence, where investors chase the next big breakthrough with almost feverish enthusiasm, there's something quietly reassuring about a company that simply sells fizzy drinks.
Coca-Cola Co. (NYSE: KO) will never be described as exciting, and that's precisely ... Read the Full Story |
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Consumer Staples | |
Monster Beverage Corp. (NASDAQ: MNST) gave investors a little dessert before dinner. The main course, a 2-for-1 stock split, will take place after the market closes on Aug. 10. But if investors were wondering if there was a reason beyond the split to own MNST stock, they got a refreshing answer.
In... Read the Full Story |
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Industrials | |
The market gets many things wrong about Symbotic (NASDAQ: SYM), including the significance of its swelling backlog and the multiyear growth runway it presents. The timing and lumpiness of early results aside, the company is ramping capacity while leaning into backlog conversion, accelerating both i... Read the Full Story |
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Markets | |
Creating reliable passive income through exchange-traded fund (ETF) investments doesn't necessarily mean one has to seek out only ultra-high dividend yields, which often come with similarly significant management fees. It's possible to find attractive income funds that combine strong yields, broad ... Read the Full Story |
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Tuesday's Early Bird Stock Of The Day onsemi is engaged in disruptive innovations and also a supplier of power and analog semiconductors. The firm offers vehicle electrification and safety, sustainable energy grids, industrial automation, and 5G and cloud infrastructure, with a focus on automotive and industrial end-markets. It operates through the following segments: Power Solutions Group, Advanced Solutions Group, and Intelligent Sensing Group. The Power Solutions Group segment offers discrete, module, and semiconductor products that perform multiple application functions, including power switching, power conversion, signal conditioning, circuit protection, signal amplification, and voltage reference functions. The Advanced Solutions Group segment is involved in the designing and developing of analog, mixed-signal, advanced logic, ASSPs and ASICs, Wi-Fi and power solutions for a broad base of end-users in the automotive, consumer, computing, industrial, communications, medical and aerospace/defense markets. The Intelligent Sensing Group segment is focused on the designing and developing of CMOS and CCD image sensors, as well as proximity sensors, image signal processors, single photon detectors, inclu | Should I Buy onsemi Stock? ON 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 onsemi was last updated on Wednesday, August 05, 2026 at 6:52 PM.
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