Good MorningU.S. stocks advanced after tame inflation data eased concerns about renewed inflation pressures and bolstered expectations that the Federal Reserve could have room to keep interest rates steady. The S&P 500 closed at a record high, while the Nasdaq also climbed and the Dow posted a modest gain. Cooler producer-price data followed a benign CPI reading, further easing inflation concerns.
Technology and artificial intelligence remained central to market action. NVIDIA rose as investors continued to focus on AI demand, while Micron extended gains on strength in the AI-memory trade. Sandisk surged after outlining long-term profitability targets and an AI storage roadmap. Applied Materials reported 25% revenue growth and beat estimates, though its shares fell in after-hours trading.
Deal speculation also lifted Workday, whose shares jumped after reports that Silver Lake is in talks to acquire the software company. Elsewhere, investors continued to weigh consumer pressure, with average auto-loan payments reaching $785 per month as Americans borrowed a record $211 billion for vehicles last quarter. Featured: Last note from me on this (Ad) 
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Technology | |
Trading halts on South Korea's stock exchange or flash crashes across Japanese benchmark indices frequently send panic signals through global technology markets. Automated algorithms respond instantly, dumping equities tied to the global electronics hardware supply chain. Yet these intense liquidat... Read the Full Story |
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From Our Partners | | Lance Ippolito traded multi million dollar books for private clients over a 15 year career. His costliest trades, he says, were not bad calls but good calls he mishandled.
As of 2019, 80% of all stock trading was run by algorithms with no fear, no greed, and no hesitation. Lance built K.I.R.A. to bring that same discipline to individual traders. | | See what K.I.R.A. is flagging right now for free |
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Technology | |
When markets focus strictly on headline numbers during a major corporate transition, significant valuation disconnects often emerge. On Aug. 10, 2026, a quarterly earnings release triggered a sharp sell-off in shares of Riot Platforms (NASDAQ: RIOT) after the company posted a net loss of $237.2 mil... Read the Full Story |
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Technology | |
Nebius Group (NASDAQ: NBIS), one of the most exciting neocloud names in the world, exploded almost 34% on Aug. 12 following the release of its second-quarter results. The timing could hardly have been better for the company.
The stock had fallen significantly from its 52-week high, dragged down by... Read the Full Story |
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From Our Partners | | Roger Scott spent more than 30 years trading markets, including managing multi-million-dollar hedge funds for wealthy clients.
He says one small, overlooked mistake can erase hours of careful chart study and stock research. Knowing what not to do, he argues, can matter just as much as knowing what to buy. | | Tap here to get Roger Scott's trading rules for free |
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Industrials | |
When headline news triggers a knee-jerk market reaction, investors should look beneath the surface to identify the real story. Shares of Joby Aviation Inc. (NYSE: JOBY) dropped approximately 4.5% to trade near $8.40 following an announcement on Aug. 11, 2026, detailing a $500 million acquisition of... Read the Full Story |
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Technology | |
Lumentum (NASDAQ: LITE) is AI-critical for its connectivity, specifically optical and photonic, and its ability to break the data bottleneck. Its importance to the industry was evident in the fiscal Q4 2026 results, which reflected strength relative to a high bar, improved guidance, and acceleratin... Read the Full Story |
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From Our Partners | | AI does not run on headlines. It runs on data centers, and data centers need power, cooling, advanced manufacturing, networking, and digital infrastructure.
A free StockEarnings briefing breaks down 9 public companies tied to the data-center buildout, including their competitive moats, growth catalysts, and key risks to watch.
As AI infrastructure becomes a real-world buildout, the companies supplying these bottlenecks may become harder for investors to ignore. | | Get the free 9-stock data center breakdown now |
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Real Estate | |
The market's immediate reaction to secondary equity offerings is almost always negative. When a company issues new shares, existing ownership is diluted, and traders quickly push the market price down to meet the discounted price of the new offering.
Investors saw this adjustment play out with Rym... Read the Full Story |
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Finance | |
Axos Financial (NYSE: AX) doesn’t build bank branches, but it does build efficiency. And that has earned it a rare Buy rating from sector analysts.
Based in San Diego, the digital-first holding company runs its consumer and commercial banking, mortgage, and securities businesses through an online p... Read the Full Story |
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Communication Services | |
It has been a whirlwind few months for anyone following SpaceX (NASDAQ: SPCX). Between the pre-IPO hype, a stock market debut that quickly turned into a more than 50% slide from its June peak, and a closely watched first earnings report, investors have had little time to catch their breath.
Now the... Read the Full Story |
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Industrials | |
Turnaround stories in capital-intensive sectors are rarely smooth, but when a deeply shorted clean energy leader delivers genuine operational execution, the market takes notice. Plug Power Inc. (NASDAQ: PLUG) recently delivered a quarterly update that caught Wall Street off guard. By topping revenu... Read the Full Story |
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Consumer Discretionary | |
Abercrombie & Fitch (NYSE: ANF) has spent the past decade rewriting its story in American retail. Mostly written off by investors in the mid-2010s, the company has transformed itself from a fading mall brand that teenagers had outgrown into a closely watched turnaround. Fourteen consecutive qua... Read the Full Story |
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Friday's Early Bird Stock Of The Day Elite Express Holding Inc. is a holding company which conducts its operations through its wholly owned subsidiary, JAR Transportation Inc. It provides last-mile delivery services, primarily focused on transporting packages from distribution centers to end customers. Elite Express Holding Inc. is based in LAGUNA HILLS, Calif. | | View Today's Stock Pick |
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