Good MorningU.S. stocks advanced Monday, with the S&P 500 closing higher and the Nasdaq reaching record territory as technology shares led the rally. Communication services was the top-performing sector, while the Magnificent Seven gained ground. Meta surged about 12% as investors responded to strong early adoption of its Muse AI assistant and bullish analyst commentary ahead of this week’s Meta Connect event.
The AI and semiconductor trade remained central to market action. Micron advanced alongside broader chip strength, while Lumentum gained attention after unveiling an eight-wavelength laser module designed for next-generation optical systems used in AI infrastructure.
Elsewhere, GRAIL surged more than 30% after FDA briefing documents eased some investor concerns ahead of Wednesday’s advisory committee review of its Galleri multi-cancer blood test. Oil prices declined, while elevated diesel prices remained a cost concern for transportation and agricultural businesses. Critical Metals and other Greenland-linked stocks also rallied, while Oura moved ahead with an IPO that could value the smart-ring maker at roughly $15.6 billion. Featured: The Massive Cost Hiding Behind the AI Boom (Ad) 
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Industrials | |
AI’s energy bottleneck is real.
With a single GPU consuming as much power as an average kitchen appliance and requiring continuous operation, the power required to run AI applications and drive its advancement is staggering.
Small research labs may use two to eight nodes, as many as 64 GPUs, on ave... Read the Full Story |
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From Our Partners | | A ticker with no explanation is not a trade plan. Jeff Z. studies recurring monthly buying patterns and shares his analysis, entry, target, and stop levels for one new trade each month.
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Consumer Discretionary | |
Tapestry (NYSE: TPR) has spent the past two years rebuilding, and by many measures, the rebuild is working. The parent of Coach and Kate Spade closed out its fiscal year 2026 (FY2026) by hitting multi-year targets, raising its dividend, and committing to fresh buybacks.
More than a month after its ... Read the Full Story |
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Markets | |
Software spending continues to grow, with extra tailwinds in many cases thanks to AI, and a recent spate of earnings wins affirms this. Of course, as the landscape shifts with the influx of AI and the threat of a "SaaSpocalypse" that could eliminate or reduce the value proposition of many software-... Read the Full Story |
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From Our Partners | | Tobacco, telecom, pipelines, and healthcare real estate trade at 10 to 15 times earnings while the index yields about 1 percent.
A free report highlights seven cash-generating stocks with a 5 percent forward yield floor and roughly 6.5 percent average cash yield, capped at two picks per sector.
Each pick includes coverage numbers and an honest bear case. Five of the seven have raised payouts for 17 to 56 straight years. | | Get the seven high-yield dividend stocks free now |
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Consumer Discretionary | |
Insiders are signaling deep value in DICK’s Sporting Goods (NYSE: DKS), with a handful of directors buying shares in early Q3. The sales are not only counter to the trend but also a response to a deeply discounted share price. DKS shares imploded following the Q2 miss; however, the market is mispri... Read the Full Story |
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Consumer Discretionary | |
The Federal Reserve raised interest rates in September for the first time since 2023, lifting the federal funds target range to 3.75% to 4%, and updated projections showed a strong majority of officials think another increase is possible before year-end. Retail stocks had already spent weeks tradin... Read the Full Story |
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From Our Partners | | Barrick Mining has spent decades building one of the world's great gold districts in Nevada, anchored by Fourmile, Goldrush, and Cortez Hills, a region that could hold as much as 60 million ounces of gold.
Bordering Fourmile and less than a mile from Goldrush sits a little-known explorer now moving from historical data toward active exploration, setting targets and preparing for a maiden drilling program.
With gold trading near record highs, this could be a pivotal stage for an overlooked name in the district. | | See why this overlooked gold explorer could be entering its most important stage |
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Consumer Discretionary | |
Retail is getting hit hard, and the charts look a lot worse than the businesses behind them.
TJX Companies (NYSE: TJX) is down roughly 20% in under a month and about 25% across the past 90 days, and that slide followed a strong earnings report. Burlington Stores (NYSE: BURL) and Dick's Sporting Goo... Read the Full Story |
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Technology | |
It's easy to be focused on the biggest, most talked-about names in AI, cloud computing, and semiconductors, but the tech sector is also driven in part by less-visible companies that operate far outside the spotlight. These companies provide products that do not have the same brand recognition as th... Read the Full Story |
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Technology | |
Sometimes, the best stock ideas often come from combining screens rather than chasing a single trait or variable. For example, a stock with a high yield alone can signal a business in decline. Rapid earnings growth on its own could come with a nosebleed valuation. And a wall of analyst Buy ratings ... Read the Full Story |
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Technology | |
A sale usually spurs demand for products and services, but in markets it often has the opposite effect. When stocks go on sale, investors don’t shop; they flee the store, and this recent AI turbulence has sent many investors scrambling to take profits. But this drawdown has repriced several stocks ... Read the Full Story |
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Healthcare | |
Some of the most successful companies started with business models that likely seemed unusual at first. Investors willing to take a chance on what may appear to be a quirky approach could find a surprisingly strong set of financials and a compelling case for future growth. Three companies that stan... Read the Full Story |
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Tuesday's Early Bird Stock Of The Day Invinity Energy Systems plc (AIM: IES) is a world-leading manufacturer of vanadium flow batteries for energy storage. Built in our factories in the UK and Canada, the Company's proven, commercialised, longer duration energy storage technology has been deployed at scale and dispatched gigawatt-hours of electricity for customers across the world.
Invinity's safe, scalable and durable battery technology is a trusted and safer alternative to lithium-ion batteries. Endurium VFBs are engineered for heavy-duty, high throughput applications, they don't wear out, cannot catch fire and are designed to be operated for 30 years or more. Our products address the challenges of our global energy system, unlocking the power of renewable generation by delivering energy storage without limits.
To find out more, visit invinity.com or call Investor Relations on +44 (0)204 551 0361. | | View Today's Stock Pick |
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