Market News

ROST Sees Short-Term Tailwinds & Long-Term Headwinds with Higher Inflation

May's Consumer Sentiment Sinks: Rising Gas Prices Remain Biggest Culprit

The Big 3: BE, APLD, AAPL

Chris Vermeulen on SpaceX Excitement, Silver & Gold's Slowdown

Jharonne Martis Goes Inside Out on Retail, Highlighting WMT Options Trade

WDAY Margins Standout in Earnings, Company Fends Off AI Concerns

David Woo's AI Bear Case For AI, Mythos & Markets' Middle East Disconnect

Economic Data & Tech's Parabolic Rally Test SPX Record Run

KG on Sliding Consumer Sentiment, U.S.-Iran Disconnect & Warsh's Fed

James Demmert Sees 8,100 SPX in 2026, Favors NVDA & AAPL in Mag 7

Friday's Morning Movers: ROST, DECK & TTWO Report Earnings

Future Outlook for Microcaps & Small Caps, Bigger Opportunities Ahead

Warsh to Start New Fed Chapter, World 'Lush with Crude Oil'

Options Corner: ZS Rebounds Ahead of Earnings

Google I/O Key Takeaways: Gemini's Growth, Smart Glasses & Ties to Space Economy

Markets 'Wait and See' Fed Approach & Importance of FOMC Independence

Chart of the Day: ANF

Stay Aware of U.S.-Iran Headlines, Breaking Down WDAY, ZM & DECK Earnings

NVDA "Prisoner's Dilemma:" Why Shay Boloor Sees $10T Market Cap

Stock Market Today: IBM Soars, RL & INTU Shake Up The Market

Thursday's Final Takeaways: Gas Prices & QMCO Big Move

Scott Ladner: 'AI Matters More Than Oil on Market Impact'

Sundaram: WMT Guidance Underwhelms, High Margins Show Promise

TTWO Beyond GTA 6, NTDOY Turnaround & Video Game Stock Earnings

Bitcoin Stays Quiet as Inflows Stay Thin, Institutions Leverage Stablecoin Supply

The Consumer Squeeze: Ways WMT Earnings Show Retail Weakness

Detrick: 'Inflationary Growth' Market Bullish, AI Passing Baton to Cyclicals

Ca$htag$: Is Everything Priced into DECK Ahead of Earnings?

Bull v. Bear: Weighing AVGO Value Against Earnings Growth

NVDA "Priced for Perfection" & "Continues to Deliver Perfection"

Buzz Solutions CEO on AI Growth, Energy Demand & Pressure on Utilities

Jay Mehta On NVDA Earnings, Rising Yields & Market Risks

DE Earnings Underperform: What it Means for Greater Agriculture Industry

NVDA Data Center Revenue Nearly Doubles, Announces $80B Buyback & Dividend Boost

KG: NVDA Muted Reaction Healthy for Stock Market, Analyzing Crude Oil Moves

Warning: 10-Year Treasury Yield Could Hit 5% If War Escalates

Kevin Warsh Faces Major Fed Headwinds

Thursday's Morning Movers: ELF & DE Rise, INTU Falls After Earnings

David Dietze on AI's Path Ahead After NVDA Earnings, Top Picks in ACN, ACI & FISV

NVDA Earnings Solidify Central AI Standing, China Nowhere in Numbers

Options Corner: WDAY Down Over 50% Y/Y into Earnings

SpaceX Files for IPO & Path Ahead for CBRS, Anthropic & OpenAI

Fulton: Expect Volatility to Last, AI Trade to Take Biggest Hit

Brace for Market Moves After NVDA Earnings, WMT & INTU Sell

Chart of the Day: DECK

Stock Market Today: NVDA Earnings Crushed, OpenAI Preparing & SpaceX Files

Wednesday's Final Takeaway's: Crude Oil Prices & Samsung Union

Jan Rogers Kniffen on WMT Strength and Retail Competition

EARNINGS ALERT: NVDA

NVDA Earnings Breakdown: Will Anyone Catch Up?

NVDA Earnings Seen as Key Test for Market Rally

China Moves Toward AI Independence as Risks Build

Crypto Corner: Bitcoin's Level to Watch & Plans for Tokenized Stocks

Charts to Watch: SPX, CL & NUE

Uncorrelated Income Strategies: Inside the Catastrophe Bond Market

Nvidia (NVDA) Eyes Next Phase of AI Leadership

How Google I/O Changes GOOGL & AI Boom, Previewing NVDA Earnings

Lobsterboys CEO Travis Maderia on Food Supply Pressures and Energy Costs

Ca$htag$: WMT Outpaces TGT, TJX but Earnings Bar Is High

Where TGT Stands in Big Box Retail Following Earnings Beat

Google I/O 2026: Gemini AI Push Raises Stakes Against AAPL & MSFT

The Big 3: NKE, CVS, CSCO

NVDA Still Cheap? Andrew Arons Sees Earnings Strength, Eyes IBM as Value Stock

NVDA Earnings Preview: Why Expectations Are Sky High

TGT Sells Despite Earnings Beat Expectations

Tani Fukui on Retail Reality vs. Inflation Pressure

Clarity Act & Lowering Mining Costs: Key Bull Catalysts for Bitcoin

KG on SPX Testing Key Resistance, Crude Oil Persistence & NVDA Earnings

Versace: NVDA Leading Multiyear AI Buildout, Impacts to Job Productivity

Wednesday's Morning Movers: CAVA & TOL Jump, LOW Slides After Earnings

SPX Sees Low Volume as NVDA Takes Spotlight into Earnings

Other AI Stocks Impacted by NVDA Earnings & Analyzing Climb in Yields

Options Corner: NVDA Surges Ahead of Earnings

Malibu Boats (MBUU) CEO on Earnings Growth & Sailing Past Headwinds

Hayes: 'Sell the News' on U.S.-Iran Resolution, Call Buying Akin to Meme Stock Craze

Stock Market This Week: NVDA Record High, CSCO Earnings, CBRS IPO

Friday's Final Takeaways: Breakthroughs in Trump's China Visit

Brent Burnett: AI Growth Drives Energy and Infrastructure Opportunity

Trillion-Dollar AI Buildout Drives NVDA, TSM, AVGO

NVDA Key Levels & Options to Watch Ahead into Earnings

Bottom in for Software? Keith Kirkpatrick Sees AI Headwinds Ahead

Tech Corner: INTC Rallies on AI Turnaround, Valuation in Question

Charts to Watch: SPX Slides from Record Highs, OXY & PRU Consolidation

CRWD & PANW Lead Cybersecurity as JPM & AMZN Boost Spending

Cory Johnson on NVDA Earnings Expectations, China Question & CBRS Wild Card

Michael Monaghan Breaks Down Founders 100 ETF and Key Names

Hiring Shift Leaves Entry-Level Workers Behind

Ca$htag$: Google Cloud Outperforming MSFT & AMZN, Gives GOOGL More AI Edge

Clarity Act's Path to 'Re-Empowering' Financial Space & Crypto Industry

Mag 7 Still Dominates: Ways MSFT, GOOGL, AMZN & AAPL Will Add Momentum

The Big 3: RKLB, LUNR, AVGO

How NVDA, TSM & AVGO Continue Adding AI Muscle as IGV Recovers

LMT, RTX, NOC: Defense Names Lag Even as Spending Stays Strong

Analyst Upgrades ANET, Points to AI Demand, META & MSFT in Bull Case

BA Uncertainty Following Trump's China Summit, Fed's Outlook Under Warsh

Markets Pause as AI Momentum Offsets Rising Yield Pressure

Friday's Morning Movers: FIG Surges & AMAT Slides in Earnings, NOW Jumps on AI Deal

Russell Hackmann on Fragile Rally, NVDA Strength & China Summit Disappointment

Key Takeaways from Trump's China Visit & Fed's Iran-Tied Inflation Woes

Options Corner: BIDU Pops Ahead of Earnings

Energy Trade at 'Tipping Point?' Tucker Perkins Talks Crude Oil & U.S. Stability

Indeed Research Shows Labor Weakness Beyond Tech

Chart of the Day: NVDA 'Bullish Pressure' at All-Time Highs

Markets Brace for Interest Rate Hike, Mike Sanders Doesn't See It

Markets Pull Back from Red-Hot Rally, CBRS Slides After Strong IPO

Stock Market This Week: All-Time Highs and PLTR, AMD, SMCI Earnings Movers

Friday's Final Takeaways: Jobs Report Beat, Sentiment Sours, CPI Ahead

Brian Jacobsen Breaks Down Labor Market Strength, Fed Outlook, and 'Sell in May' Myths

Kevin Davitt Breaks Down Nasdaq’s 'Beat and Raise' Cycle, Low Volatility, & Options Positioning

NNE CEO on AI Driven Power Demand

What Could Keep the Rally Going Even as Energy Rises?

S&P 500 Pushes Higher While RSI Signals Risk, VLO Slips, and JNJ Finds Support

David Miller on GOLY, MPLY, NVDA, and Market Leaders

What Happened with COIN Earnings?

CRWV's Place in AI Buildout, Ridesharing AI Adoption

Jed Ellerbroek: MSFT Stands Out in a Shifting AI Landscape

Ca$htag$: Microsoft's Position in Competitive AI Landscape

Tech Corner: AMD All-Time High on AI Growth

CRWV and the AI Profitability Question

Ouster CEO on Push Into the Future of Robotics

The Big 3: NVDA, SMCI & ZM

Inside Out: Housing Market Fears Abating?

Suzanne Porske: A Market Built on Strategy, Not Hype

NET Navigates Market Turmoil with Strategic AI Pivot

The Big Picture: China's Role in Iran War & Economic Growth Outlook

Tiffany McGhee Breaks Down AI Winners and Market Divergence

Chances of Iran Deal, Trump's China Trip & the 'NACHO' Trade

Economic Health Check: U.S. Labor Market, AI Leading Tech Rally Despite Job Cuts

Dickens: Why You Should Care about Secondary AI Names

NET Cuts Jobs for AI, TTD Slows, COIN Falls After Earnings

Breaking Down the Jobs Report

Options Corner: CRCL

Market Perception of Iran/U.S. Ceasefire

Emons on Jobs Data: 'This is a Great Report'

Tailwinds Lifting Today's Market Performance

Stock Market Today: AAPL Earnings, SNDK/WDC Slide, META/MSFT Weakness

Thursday's Final Takeaways: Don't Overlook Ecodata & Energy Costs Amid Earnings Deluge

Stephen Sopko Explains AAPL 'Edge AI' Thesis

EARNINGS ALERT: AAPL

Olivier Blanchard: Apple’s Steady Strategy Pays Off at a Pivotal Moment

EARNINGS ALERT: WDC, RDDT

Split ROI on Mag 7 AI Investments?

Rate Cut Hopes Dim as Sticky Inflation Forces a Rethink

Simeon Hyman: Managing Tech Concentration as Earnings and Commodities Rise

Graham: SNDK Will Get Over 'Very High' Earnings Bar

Amazon Delivers Blowout Earnings as AWS and Margins Accelerate

The Crypto Report: Bitcoin Eyes Breakout

Why 'Higher for Longer' Rate Environment Could Linger

ROKU's Role in Streaming Landscape

META Falls Down as CapEx Spend Goes Up

HIPO CEO on 1Q Results, Growth Outlook Ahead

The Big 3: COST, CVS & MPC

Markets Chop as Earnings Reset Momentum Ahead of NVDA

The Morning Trade: SNDK & WDC

AI Patience Running Out Ahead of AAPL Earnings?

The Big Picture: Inflation vs AI Spend, Bitcoin Needs to Test $80K

David Ballin: Earnings Strength and AI Profits Keep the Bull Case Alive

META Pressure, GOOGL Gains and a 'Mixed Picture' on Data

Structural Shift in AI Spending Race

QCOM Rally, RCL Regains Bookings Pace, LLY Soars

AI Trade Positioning: What's the Next Move

Inflation Data Deep-Dive, Understanding Fed's Plan with Powell Sticking Around

Options Corner: AAPL Earnings Event Looms

Elevated Energy and Inflation: What's Next for the Fed

Balancing AI Capex Spend with Higher Energy Costs

Kudla on Commodities, Defense, and Market Upside

Audrey Symes on AI, Jobs, and Career Adaptability

Tuesday's Final Takeaways: Weak Jobs Data, AI Restructuring, and Chip Volatility

Sydney Armani on AI’s Shift From Hype to Utility

Clearing Confusion on Clarity Act & Hurdles Ahead in Crypto Adoption

Interest Rates 'Sitting' in Place: Tariffs & U.S.-Iran War Keep Fed from Cutting

Housing Market Squeezed as Price Growth Slows

Options Corner: NVDA, WDC, AA

Pizzurro: Stay Risk-On Amid Volatility, Keep Mag 7 Exposure

Technical Tuesday: SPX, GS & NEE

Ca$htag$: NKE Steps Down as Earnings Loom

JOLTS Signals a Low‑Hire, Low‑Fire Labor Market

'Bull is Sleeping, Not Dead:' Economic 'Coiled Spring' to Relaunch Bull Run

Progress Software CEO on Earnings & Monetizing the AI Shift

The Big 3: VST, C, AAPL

Nike's (NKE) Turnaround Story Faces New Test into Earnings

NVO Stock 'Nothing Short of Disaster,' Wegovy Subscription Program Lifts Shares

McClurg Warns on Bonds, Sees Opportunity in BTC

Europe's Energy 'Supply Shock' to Hit U.S., China Shows Resiliency

Chart of the Day: DELL

Midterm Volatility & Middle East Tensions: Patrick Fruzzetti Points to Vulnerable Trades

How Investors Repricing Risk Affects Bonds, Energy, and Global Diversification

Tuesday's Morning Movers: WDC Doubled Price Target, MU PT Cut, XYZ New Bull

Uncertainty 'Unwind:' Ways SPX & Crude Oil Will Move if U.S., Iran Conflict Ends

Options Corner: NKE Trading at 9-Year Lows into Earnings

Behren: Merger Arbitrage Helping Lift 2026 M&A Activity in Volatility

U.S. Readying Move Out of Middle East? Strait of Hormuz Future in Question

U.S.-Iran War's Impact on Bitcoin, Crude Oil & FOMC's Near-Term Headwinds

Monday's Final Takeaways: Fed in Wait‑and‑See Mode; Metals and China Stocks Move

CEO Michael Buckley: True Religion’s Value Pivot

Crypto Corner: The Year Bitcoin Went Mainstream

Geopolitical Shifts Fuel Defense, Tech and A.I. Growth

Final Takeaways from 2025

Options Corner: Alphabet (GOOGL)

2026 Housing Market Expectations: Wage Growth Bringing Buyers In?

Swirski: Unemployment Angst Will Pressure Markets in 2026

ONDS Rallies on Defense Spending & New Contracts

Fed ‘On Hold’ For First Few 2026 Meetings, Opportunities Abroad Next Year

McClean: A.I. Driven by ‘Animal Spirits’, META, GOOGL Compelling

The Case for Micron (MU) as the 2026 A.I. Leader

Jay Woods’ 2026 Picks: XOM, FDX, ‘Cult Stock’ TSLA

‘YouTube Has Become Television’: the Media Shake Up in 2026

Ca$htag$: Apple (AAPL) Strong Holiday Season

Moser: Small Cap Outperformance in 2026, Likes Biotech Including PCRX, SIBN

David Wagner’s 2026 Market Theme: 'American Psycho'

Microsoft (MSFT) 2026: Azure AI & Corporate Adoption

The Big 3: UBER, INTC, OXY

Inside Out: Software Sector Opportunities

Growth Drivers Changing into 2026, but Double Digit Returns Possible

2026 Bond Market Returns May Lag 2025

‘Positive Signs’ in Jobless Claims, Tailwinds for Solar Energy in 2026

Ted Weisberg’s 2026 Picks & Wall Street Lessons: UAL, CB, META, BAC

NYE Top Stories: GOOGL Price Target Hike, NKE CEO Buys Shares, Hyatt (H) Hurricane Impact

David Dietze’s Stock Picks for the New Year: FISV, DEO, UNH

‘Strong’ Jobless Claim Numbers & Switchups in the Fed

Nova Minerals CEO on Gold Rally

Options Corner: NFLX Record Viewership

A.I. Leads to Cloudy Investment Outlook

New Year’s Eve Stock Movers: NVDA, TSLA

Chart of the Year: Nvidia in Review