The market is eagerly awaiting the next round of earnings reports. A few trickled in this week, but the reporting season doesn’t really get going until next week. Corporate earnings are expected to top last quarter, which was already strong. That could provide the fuel for stocks to move higher. Bu....
Good MorningU.S. stocks finished mixed Friday as investors weighed persistent inflation concerns against continued enthusiasm for AI and semiconductors. Financials posted modest gains, energy softened, and healthcare was the weakest major sector. Investors remained cautious about the Fed’s policy path, though the central bank’s latest language did not amount to a new rate-hike signal.
AI infrastructure remained the market’s strongest theme. Google and Amazon outlined additional North American data-center capacity, while AMD drew support from bullish expectations for its coming quarter. Micron stayed in focus for its large U.S. investment commitments, and SK Hynix attracted attention after a record-setting U.S. listing. Company leadership also warned that tight memory-chip supply could persist through the end of the decade.
Corporate news was active ahead of earnings season. Delta beat expectations and maintained its full-year outlook, though the shares edged lower. Boeing remained in focus on reports that 737 MAX 7 approval could come by month’s end, while production expansion remains a key longer-term catalyst. Bank earnings are expected to benefit from stronger trading and deal activity, with investors also watching whether consumer and commercial banking trends confirm broader economic resilience. Featured: How $10,000 became $830,000 (Ad) 
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Services |
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The market is eagerly awaiting the next round of earnings reports. A few trickled in this week, but the reporting season doesn’t really get going until next week. Corporate earnings are expected to top last quarter, which was already strong. That could provide the fuel for stocks to move higher. Bu... Read the Full Story |
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From Our Partners |
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Whitney Tilson - dubbed 'The Prophet' by CNBC after calling the Global Financial Crisis - previously recommended Netflix before an 11,000% rise and Amazon before a 9,000% gain. Now he's identified one little-known company sitting at the intersection of the AI boom, the energy crisis, and what he calls the biggest commodity supercycle in 100 years.
One of the most decorated fund managers of the past 50 years has put half of his $9 billion fund into this company. Google's former CEO has partnered with it. Tilson believes a $10,000 investment today could grow to $220,000 long term - and a key government deadline on July 13th may close the window. |
| Watch Whitney Tilson's free presentation to get the full name and ticker |
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Aerospace |
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Wall Street analysts panicked recently when AeroVironment's (NASDAQ: AVAV) management unveiled an aggressive revenue target of $3.5 billion to $4 billion for fiscal 2030. The immediate reaction was a wave of synchronized downgrades, with analysts citing severe execution risk and flat macroeconomic ... Read the Full Story |
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Technology |
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Micron Technology (NASDAQ: MU) just accelerated a $250 billion domestic fabrication commitment, pouring concrete a full quarter ahead of schedule at its new Clay, New York mega-fab. This capital deployment moves beyond standard capacity expansion. It represents the creation of a closed-loop U.S. m... Read the Full Story |
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From Our Partners |
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The U.S. Geological Survey just confirmed enough of a newly identified American resource buried beneath New England to power the United States for 328 years - and it has nothing to do with oil or gas.
President Trump has already signed three executive orders to accelerate its development. Adam O'Dell, Chief Investment Strategist at Money and Markets, has identified three American companies he believes are positioned to capture the lion's share of this opportunity. |
| Read Adam O'Dell's full breakdown and see the three companies now |
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Aerospace |
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Rocket Lab (NASDAQ: RKLB) has been through a punishing stretch, to say the least. After peaking near $151 in May, the stock has fallen almost 45% from its record highs, closing at $82.55 on Thursday, July 10. The post-SpaceX (NASDAQ: SPCX) IPO rotation out of space stocks, a broader risk-off tape, ... Read the Full Story |
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Retail/Wholesale |
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Amazon.com, Inc. (NASDAQ: AMZN) recently finalized an eight-tranche, $25 billion investment-grade corporate bond sale, signaling a highly strategic pivot in capital allocation. Amazon is aggressively shifting toward leveraged financing to underwrite an unprecedented $200 billion mandate for artific... Read the Full Story |
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From Our Partners |
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One algorithm has a track record of identifying big winners on the market's quietest days - think 610% on Feb. 18, 2025, 564% on Oct. 18, 2021, and 790% since April 10, 2023.
These weren't volatile, news-driven sessions. They were tame days when most investors saw nothing worth acting on. This program saw something different. |
| See how this algorithm finds winners when markets go quiet |
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Technology |
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Semiconductor giant Broadcom (NASDAQ: AVGO) has made a name for itself as one of the leading players in AI chips. The industry behemoth, NVIDIA (NASDAQ: NVDA), is still far and away the world's largest AI chip company. However, Broadcom’s AI sales tower over other top names like Advanced Micro Devi... Read the Full Story |
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Technology |
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Pure-play quantum firms like D-Wave Quantum Inc. (NYSE: QBTS) and Rigetti Computing (NASDAQ: RGTI) are in the midst of a second major decline this year after a brief rally in May, so the last thing these companies likely want to face is a more crowded field of competitors. Nonetheless, that's exact... Read the Full Story |
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Transportation |
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Of all the bearish indicators in technical analysis, there is perhaps none more ominous than the death cross. For beaten-down stocks, the trend confirmation pattern pops up when the short-term 50-day moving average crosses beneath the long-term 200-day moving average, suggesting more downside price... Read the Full Story |
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Consumer Staples |
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PepsiCo’s (NASDAQ: PEP) Q2 earnings weakness isn’t a problem; it may be more of an opportunity for investors, as near-term hiccups have led to softness in the stock price. In this scenario, softness in the stock price creates a potential buying opportunity in a fundamentally sound, premium play on ... Read the Full Story |
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Retail/Wholesale |
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PriceSmart (NASDAQ: PSMT) is accelerating growth and outpacing peers in revenue growth, suggesting further upside for its stock price. The risk is its valuation, which, at approximately 36x the current year forecast, is high. The caveat for bears is that this valuation aligns with peers, pricing in... Read the Full Story |
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The 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... |
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