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: This tiny launch company operates next to SpaceX and Blue Origin (Ad) 
|
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 |
|
From Our Partners | | Gold just broke another record - a classic flight-to-safety signal that the smartest money on Wall Street is already acting on. With the NASDAQ pricing in optimism over fundamentals and global tensions continuing to rise, a market correction could arrive without warning.
Our research team just released a free crash-protection guide identifying which stocks and sectors can hold strong even when the broader market crumbles. | | Download your free crash protection guide today |
|
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 |
|
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 |
|
From Our Partners | | Tanker traffic through Hormuz has plunged from 110-130 daily transits to near zero, while 17% of Qatar's LNG capacity remains offline after missile strikes.
Goldman Sachs named the UK the developed economy most exposed to a jet-fuel crunch, citing critically low reserves and a gutted refining base. Dow Chemical has already doubled polyethylene prices overnight.
Garrett Goggin, CFA, CMT, points to four gold miners positioned for what comes next. | | See the four gold miners Garrett Goggin is watching now |
|
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 |
|
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 |
|
From Our Partners | | Barrick's gold production has plunged from 2 million ounces to just 719,000, leaving the world's second-largest miner running on fumes.
Newmont's $15 billion purchase of Newcrest, the largest mining deal in history, still couldn't keep output growing, proof that majors must keep buying to survive.
With record cash flows and shrinking mines, gold majors are positioned to launch a wave of acquisitions targeting the best junior assets. | | See the top three gold buyout targets to watch now |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
