Good MorningU.S. stocks fell late in the session as the relief from the Treasury’s expanded buyback plan faded and long-term yields climbed again. Investors remained focused on the U.S. debt load, which has surpassed $40 trillion, while the 30-year Treasury yield stayed above 5%, reinforcing concerns about borrowing costs and equity valuations.
Company moves were sharp. Walmart fell about 10% after its fiscal second-quarter report, while Deere rallied on strength tied to construction, energy infrastructure and data-center demand. Tesla slipped after JPMorgan reported a later expected timeline for Optimus robot sales. Super Micro Computer gained after an independent board investigation found no evidence that current senior management knew of or participated in an alleged smuggling scheme.
Biotech and AI remained active themes. Moderna shares swung sharply following encouraging melanoma-vaccine results with Merck, highlighting both enthusiasm and skepticism around the mRNA opportunity. NVIDIA drew bullish attention ahead of earnings, with Jefferies forecasting a sizable revenue beat. Meanwhile, an unconfirmed report that Google could work with AMD on a future TPU added another development to the AI-chip landscape. Bitcoin rose while stocks weakened, helping lift crypto-linked names. Featured: A Free List of Seven High Yield Stocks Everyone Ignores (Ad) 
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Energy | |
Energy is the best-performing sector in 2026, and it's not even close. The S&P 500 energy sector has delivered a total return of more than 40% in 2026. Meanwhile, the next best-performing sector, technology, has a return below 30%. Large increases in energy commodity prices have been a boon to ... Read the Full Story |
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From Our Partners | | Ray Dalio, founder of Bridgewater Associates, is urging investors to hold 15% of their portfolio in gold and crypto as U.S. debt continues to climb and fiat currencies lose purchasing power.
A little-known $15 fund is already converting gold's momentum into monthly income - as much as $1,152 per month. No gold bars, no mining stocks, just consistent payouts. | | See how to follow Dalio's gold strategy and collect monthly income |
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Markets | |
The S&P 500 is set up for a great year, and there are still gains to come. Seasonally, Q4 is the strongest of the year, typically rising 80% of the time, and there are other factors in play suggesting this year will follow suit. To begin, the onset of Q4 marks the end of the typically volatile ... Read the Full Story |
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Consumer Staples | |
Walmart’s (NYSE: WMT) near-term hurdle is weaker-than-expected Q2 sales in North America. The issue, foreshadowed by weak July retail sales, led to a 5% price drop, taking the stock to near its 52-week low.
That is the opportunity: the 52-week low and potential for long-term gains. While the near-... Read the Full Story |
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From Our Partners | | A NASDAQ-listed biotech just cleared a major regulatory milestone. The FDA has cleared its lead multiple sclerosis therapy, Lucid-MS, to enter Phase 2 clinical trials - the first time it will be tested in patients with progressive MS.
Unlike treatments that suppress the immune system, Lucid-MS is designed to protect myelin, the insulating layer destroyed by the disease. In a pre-clinical mouse model, treatment led to movement recovery including walking.
Independent research projects peak annual sales of up to $5 billion if Phase 2 succeeds. The stock still trades under $5 per share. | | See why this FDA clearance could be a defining catalyst |
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Communication Services | |
Outside of millennials who came of age in the '90s and investors who endured the dot-com bubble, not many people remember Netscape. Launched in 1994, the pioneering web browser predated Chrome, Firefox and Safari. At its peak, it dominated 90% of the browser market. Netscape lost most of its browse... Read the Full Story |
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Materials | |
Sociedad Química y Minera de Chile (NYSE: SQM) delivered a blowout Q2 2026 earnings report. Revenue of $2.47 billion beat the consensus forecast of $2.24 billion by 10.3%. The company also beat on adjusted earnings per share (EPS) with the reported $2.31 coming in ahead of estimates of $2.04.
Lithi... Read the Full Story |
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Industrials | |
Anyone who’s been part of building anything knows that plans rarely go according to schedule. Now apply that to building out data centers. Analysts from JPMorgan estimate that approximately 60% of data center capacity planned for completion in 2027 hasn’t even broken ground yet.
If that’s the case,... Read the Full Story |
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Technology | |
Corporate balance sheets are signaling a definitive end to the digital asset treasury era. Momentum algorithms and institutional capital are forcefully rotating out of passive Web3 holdings and into the commercialization of physical artificial intelligence (AI). This rotation was violently illustra... Read the Full Story |
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Communication Services | |
Space-based cellular broadband network provider AST SpaceMobile (NASDAQ: ASTS) is facing its next big test as the company continues to build out its constellation of low Earth orbit (LEO) BlueBird satellites.
On Friday, Aug. 14, the Midland, Texas-based company, which provides direct-to-device (D2D... Read the Full Story |
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Consumer Discretionary | |
Viking Holdings (NYSE: VIK) gave an answer to investors who may have been concerned about its high premium. The results from Q2 2026 suggest that the premium isn’t just warranted; it may even expand.
In the immediate aftermath of the report, VIK turned down just over 1%. But that was after the stoc... Read the Full Story |
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Markets | |
The AI rally has gone through several iterations, and the latest is the hardware-to-software rotation. AI’s threat to major software providers was likely always overblown, but it's never been more apparent in the cybersecurity space. Cybersecurity stocks have soared lately as AI agents pose a growi... Read the Full Story |
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Friday's Early Bird Stock Of The Day Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates under the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO. | | View Today's Stock Pick |
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