Good MorningU.S. stocks were mixed late Thursday, with the S&P 500 and Nasdaq erasing most of their earlier losses and moving around positive territory late in the session, while the Dow remained lower. Rising Treasury yields continued to pressure small-cap stocks, with the Russell 2000 ETF coming off roughly $3.3 billion in outflows last week, while inflation concerns remained in focus as businesses continued to signal elevated pricing plans.
AI infrastructure stocks faced fresh scrutiny after reports that Oracle issued a force majeure notice tied to Project Jupiter, an AI data center project. The development weighed on Oracle, Blue Owl, and Bloom Energy, while Dell also traded lower, renewing concerns about the timing of planned AI capacity. Oracle has said the project remains on schedule. In a more constructive AI-related development, Akamai announced a seven-year, $11.6 billion agreement with Anthropic that could expand to roughly $20 billion.
Consumer and transportation names were also under pressure. Carnival fell as concerns over higher fuel costs weighed on the cruise operator, while UPS traded lower as well. McDonald’s remained near a four-year low after its CEO said difficult traffic and inflation conditions were not expected to improve, while Stitch Fix fell on its fiscal 2027 forecast. Elsewhere, Alkami extended its decline after concluding a strategic review and deciding to remain an independent public company, while Kinross Gold fell after cutting its 2026 and 2027 production outlook. Featured: 232 IPOs. Seven cleared the screen. (Ad) 
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Healthcare | |
Shares of telehealth platform and direct-to-consumer (D2C) personal care products provider Hims & Hers Health (NYSE: HIMS) fell 6.7% on Wednesday, Sept. 23, as investors continue to weigh the fallout from August’s disappointing earnings report and mounting legal pressure, including a securities... Read the Full Story |
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From Our Partners | | A former JPMorgan wealth manager noticed something strange: some of the best market operators were not Wall Street firms or hedge funds, but a group of traders rarely mentioned in financial media.
Several have posted strong track records across bull, bear, and sideways markets, relying on an advantage most investors have never heard of.
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Industrials | |
Paychex’s (NASDAQ: PAYX) September stock price decline presents a key opportunity for investors, mainly due to the underlying cause. The cause is the Q1 fiscal year 2027 results, which weren’t bad, just not better than expected. The market gets the Paychex AI vulnerability wrong: slow adoption does... Read the Full Story |
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Consumer Staples | |
General Mills (NYSE: GIS) is working on a turnaround and nearing its inflection point. Its Q1 results for fiscal year 2027 (FY2027) were lackluster, but investors must remember this was against tough comp, with a significant divestiture in the numbers.
General Mills sold its yogurt business to foc... Read the Full Story |
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From Our Partners | | Across America, AI-driven backlash is fueling protests, lawsuits, and moratoria that could reshape the political and investment landscape.
Whitney Tilson believes tensions may come to a head at midnight on November 4th, the day after the midterm elections, with major implications for your portfolio. | | Read Whitney Tilson's free analysis on what could happen next. |
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Technology | |
Sandisk Corporation (NASDAQ: SNDK) crossing the $1,800 threshold represents a shift in how the broader market values memory hardware. For decades, storage was a cyclical, commoditized component tied to personal computer upgrades and consumer electronics. That model is breaking down.
Driven by hyper... Read the Full Story |
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Technology | |
Palantir Technologies (NASDAQ: PLTR) recently received two fresh $250 price targets. It also has one famous short seller who thinks the stock is worth less than $1. Both camps are reading the same second-quarter report. They just reach opposite conclusions.
UBS analyst Karl Keirstead lifted his Pal... 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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Consumer Discretionary | |
The National Restaurant Association released optimistic data on Sept. 16, showing total eating and drinking place sales rose 1.2% in August after a modest gain in July.
For many restaurants, the data is a relief after months of rising commodity costs and declining consumer sentiment. But the data a... Read the Full Story |
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Communication Services | |
Shares of Meta Platforms (NASDAQ: META) have been on an absolute tear. The stock’s closing low in August was approximately $543. Since then, shares have gained over 25%.
The company’s Muse personal AI agent has been a primary driver of this surge. Muse recently became the most-downloaded free app ... Read the Full Story |
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Industrials | |
High short interest stocks draw attention for a simple reason. They show where Wall Street's skepticism is concentrated. Short interest measures the percentage of a company's float that has been sold short. When that number climbs, it means a meaningful group of investors expects the stock to fall.... Read the Full Story |
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Energy | |
The primary bottleneck confronting artificial intelligence (AI) is no longer access to advanced semiconductor chips, but access to electricity.
High-density data centers require constant baseload electricity to operate advanced computing clusters, yet traditional public utility connections can take... Read the Full Story |
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Markets | |
While the recent surge in bond rates could spell trouble for some corners of the equities market, there is a silver lining for income investors looking to bolster their dividend portfolios.
As bond yields rise, income distributions from bond exchange-traded funds (ETFs) gradually adjust to reflect ... Read the Full Story |
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Friday's Early Bird Stock Of The Day The Direxion Daily CSI 300 China A Share Bear 1X Shares (CHAD) is an exchange-traded fund that is based on the China Shenzhen SE \u002F CSI 300 index. The fund provides daily inverse exposure to an index of the 300 largest and most liquid Chinese shares traded on the Shanghai and Shenzhen exchanges. CHAD was launched on Jun 17, 2015 and is managed by Direxion. | | View Today's Stock Pick |
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