Middle Eastern supply-chain risks are adding urgency to renewed U.S. engagement with Venezuela’s vast energy reserves, potentially creating new opportunities for domestic supermajors with the scale and expertise to participate. As capital flows aggressively into this geopolitical divergence play, p.... |
Good MorningU.S. stocks moved higher in the final hour of Wednesday trading, with the major indexes rising about 0.4%. NVIDIA and Meta Platforms were among the biggest contributors, even as investors continued to weigh elevated Treasury yields and pressure on richly valued technology names. Palantir fell sharply, giving back part of its post-earnings rally, while MongoDB shares declined following its quarterly report.
Treasury yields remained a central market focus, with the 10-year yield near 4.8%. New York Fed President John Williams characterized the rise in long-term yields as a reflection of a strong economy and heavy investment in AI, data centers, and technology, rather than inflation fears. Higher borrowing costs nevertheless remain a potential headwind for technology valuations and consumer finances. Investors have also been rotating toward big bank stocks amid expectations for higher rates and concerns over AI valuations.
Corporate developments drove several individual movers. AeroVironment won a $464.8 million U.S. Army contract for its Enduring-High Energy Laser counter-drone program, while Vertiv agreed to acquire UtilityInnovation Group for about $1.45 billion upfront, with up to $1.15 billion in additional consideration tied to performance targets. Eos Energy rose after announcing a battery-storage collaboration with Google and MN8 Energy supporting a West Virginia clean-energy project. Proofpoint is reportedly in talks to acquire Varonis, and Uber announced plans to cut about 10% of its workforce. Featured: Here’s Why Trump Won’t End The Iran War (Ad) 
| Energy | |
Middle Eastern supply-chain risks are adding urgency to renewed U.S. engagement with Venezuela’s vast energy reserves, potentially creating new opportunities for domestic supermajors with the scale and expertise to participate. As capital flows aggressively into this geopolitical divergence play, p... Read the Full Story |
| From Our Partners | | Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge.
Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks.
Stream his free presentation to get every buy and sell recommendation with no membership or credit card required. | | Watch Marc Chaikin's free presentation and get his full buy-and-sell list today |
| Consumer Staples | |
Consumer staples stocks were supposed to be dead money in a market where investors are looking for alpha in the artificial intelligence trade. But the sector has had some notable winners. The Coca-Cola Company (NYSE: KO) is up 26% in 2026 as of Sept. 1, more than double the gains made in the S&... Read the Full Story |
| Consumer Discretionary | |
For a few days in mid-August, Wendy's (NASDAQ: WEN) traded like a company about to be taken private. Reports surfaced on Aug. 12 that Trian Fund Management, Nelson Peltz's activist firm and a roughly 16% shareholder in Wendy's, was assembling a consortium to explore a buyout.
The stock ripped nearl... Read the Full Story |
| From Our Partners | | Seven small gold miners - MAG Silver, Reunion Gold, Calibre Mining, Probe Gold, Rupert Resources, Loncor Gold, and G2 Goldfields - were acquired by major producers, with gains ranging from 56.6% to 1,228.6%.
Golden Portfolio's Garrett Goggin, CFA, CMT, held every one of these names before the buyouts happened. Major miners face shrinking output and record cash reserves, forcing them to acquire the small companies holding the assets they need. | | See the three gold miners Goggin expects majors to target next. |
| Technology | |
GitLab’s (NASDAQ: GTLB) SaaS-pocalypse rebound is gaining momentum after a software-validating earnings report. The company’s metrics show intensifying demand for its product, which includes embedded AI and governance tools across the software development platform. The ultimate impact of AI disrupt... Read the Full Story |
| Technology | |
Investors tracking the digital asset space know how quickly macroeconomic headwinds rattle market sentiment. Recent geopolitical tensions and hawkish monetary policy expectations have pushed Bitcoin's price below the $78,000 threshold, testing the conviction of institutional and retail participants... Read the Full Story |
| From Our Partners | | Big Tech is on pace to spend nearly $700 billion on AI infrastructure this year, and a new free report identifies five companies positioned to benefit.
One firm holds $638 billion in contracted business still to be delivered. Another saw AI chip revenue surge 143 percent, while a smaller, lesser-known player is growing revenue 93 percent by solving a key problem for expanding AI clusters. | | Get the free report before the next wave of AI earnings hits |
| Healthcare | |
On Aug. 31, Eli Lilly & Co. (NYSE: LLY) announced its intention to acquire Merida Biosciences for $2.875 billion. The acquisition will expand Lilly's portfolio for serious autoimmune and allergic diseases.
Merida's lead drug candidate, MER511, is in Phase 1 development for the treatment of Grav... Read the Full Story |
| Technology | |
Dividend investors have many factors to consider when deciding which stocks suit their needs. This includes dividend growth rates, dividend yields, and dividend sustainability—often calculated based on a firm’s payout ratio.
Three firms that recently raised their dividends provide different option... Read the Full Story |
| Technology | |
Federal procurement standards are being pulled toward secure commercial AI software by the Department of War's recent adoption of Starshield AI's Grok. Although legacy hardware-centric timelines long dominated much of Pentagon spending, this swift authorization of commercial off-the-shelf generativ... Read the Full Story |
| Materials | |
Investors looking to capitalize on the artificial intelligence infrastructure boom have increasingly turned to basic materials, and industrial metals—copper chief among them—are having a moment few saw coming even a year ago. What started as a trade-policy story has fused with a structural demand s... Read the Full Story |
| Consumer Discretionary | |
The retail sector took center stage last week with a bevy of earnings reports, and reactions were mixed, even though most companies beat estimates and raised outlooks. One prime example was Ulta Beauty Inc. (NASDAQ: ULTA).
This $23 billion cosmetics colossus reported earnings after the market close... Read the Full Story |
| Thursday's Early Bird Stock Of The Day Walmart Inc. engages in the operation of retail, wholesale, other units, and eCommerce worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club. It operates supercenters, supermarkets, hypermarkets, warehouse clubs, cash and carry stores, and discount stores under Walmart and Walmart Neighborhood Market brands; membership-only warehouse clubs; ecommerce websites, such as walmart.com.mx, walmart.ca, flipkart.com, PhonePe and other sites; and mobile commerce applications. The company offers grocery and consumables, including dairy, meat, bakery, deli, produce, dry, chilled or frozen packaged foods, alcoholic and nonalcoholic beverages, floral, snack foods, candy, other grocery items, health and beauty aids, paper goods, laundry and home care, baby care, pet supplies, and other consumable items; fuel, tobacco and other categories. It is also involved in the provision of health and wellness products covering pharmacy, optical and hearing services, and over-the-counter drugs and other medical products; and home and apparel including home improvement, outdoor living, gardening, furniture, apparel, jewelry, tools and power equipment, housewares, toys, seasonal items, mattresses and tire and battery centers. In addition, the company offers consumer electronics and accessories, software, video games, office supplies, appliances, and third-party gift cards. Further, it operates digital payment platforms; and offers financial services and related products, including money transfers, bill payments, money orders, check cashing, prepaid access, co-branded credit cards, installment lending, and earned wage access. Additionally, the company markets lines of merchandise under private brands, including Allswell, Athletic Works, Equate, and Free Assembly. The company was formerly known as Wal-Mart Stores, Inc. and changed its name to Walmart Inc. in February 2018. Walmart Inc. was founded in 1945 and is based in Bentonville, Arkansas. | | View Today's Stock Pick |
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