It took a second, but investors pushed stocks higher to end the week. The blockbuster results from NVIDIA Corp. (NASDAQ: NVDA) provided the fuel. More than the results, the company’s forward guidance makes it clear that the AI infrastructure trade is backed by tangible demand. Not all the news was ....
Good MorningRisk appetite firmed up Friday, lifting the Dow to a fresh record and capping a choppy week that began with the 10-year yield pressing one-year highs. The central tension stayed familiar: AI CapEx momentum and reviving risk sentiment pushing against rates and geopolitical overhang. Leadership concentrated in AI infrastructure and quality cyclicals, with defensives lagging.
The swing factor was diplomatic. Reports of progress in U.S.-Iran negotiations cooled crude after midweek volatility and let Treasury yields ease, lifting inflation-sensitive sectors that had been pressured earlier. With Kevin Warsh now in the Fed chair, every macro print carries fresh interpretive weight into June positioning.
NVIDIA's Wednesday print delivered firm guidance and margin durability, reinforcing the AI CapEx thesis even as the stock barely budged. HP Inc. surged ahead of its earnings, Qualcomm jumped on an expanded Stellantis collaboration, and IBM, D-Wave, and Rigetti ripped on renewed quantum enthusiasm feeding the AI complex. Take-Two and IQVIA slid in pockets without a clean AI tie-in. Traders are watching next week's PCE inflation print, the Q1 GDP revision, and earnings from Dell, Salesforce, Marvell, and Snowflake. Featured: Elon Musk’s $1 Quadrillion AI IPO (Ad) 
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Technology |
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It took a second, but investors pushed stocks higher to end the week. The blockbuster results from NVIDIA Corp. (NASDAQ: NVDA) provided the fuel. More than the results, the company’s forward guidance makes it clear that the AI infrastructure trade is backed by tangible demand. Not all the news was ... Read the Full Story |
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From Our Partners |
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The projected SpaceX and xAI S-1 filing hits the SEC on June 1st - and analyst Dylan Jovine says $1.75 trillion in stored capital will be looking for a home when it does.
But the real opportunity isn't the IPO itself. Jovine has identified a small-cap supplier trading near $4 that sits directly in the path of xAI's Colossus infrastructure buildout - and a specific trigger in the S-1 could reprice it overnight. |
| Get the ticker and full briefing before the June roadshow begins |
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Aerospace |
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Many investors have been waiting for an opportunity to invest in SpaceX (NASDAQ: SPCX), Elon Musk’s space-oriented company. The wait is almost over. SpaceX is expected to make its debut on the Nasdaq exchange on June 12, 2026, with the ticker symbol SPCX. But first, the company had to deliver the g... Read the Full Story |
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Retail/Wholesale |
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Shares of CAVA Group Inc. (NYSE: CAVA) gained 3% the day after the company delivered a solid beat on the top and bottom lines in its Q1 2026 earnings report. The headline numbers were tasty. Adjusted earnings per share (EPS) of 20 cents beat the expectations of 17 cents. Revenue of $438.27 millio... Read the Full Story |
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From Our Partners |
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Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - not chips, not funding, but power. Demand is growing 15% per year and the grid can't keep up.
One small company makes the exact equipment these data centers need. They're sitting on $1.5 billion in orders, their hardware is already inside Musk's Colossus, and the stock still trades like a name nobody's heard of. Analyst Dylan Jovine is releasing the ticker for free. |
| See the stock positioned to solve AI's biggest power crisis |
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Retail/Wholesale |
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While Lowe’s Corporation (NYSE: LOW) and competitors like Home Depot (NYSE: HD) face headwinds and hurdles in 2026, the technical setup is shaping up for a rebound in the back half. While Q1 earnings results were good, the soft guidance led to post-release market weakness, which is the operative fa... Read the Full Story |
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Industrials |
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Deere & Co. (NYSE: DE) delivered a Q2 2026 earnings report that didn’t hide the ball. That transparency makes it easy to understand why DE dropped nearly 5% after the report’s release. The industrial giant posted a double-beat, including a 15% beat on adjusted earnings per share (EPS). But the ... Read the Full Story |
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From Our Partners |
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Billion-dollar money manager Louis Navellier is offering free access to his proprietary Stock Grader system - the same 8-factor algorithm that helped identify Nvidia before a 44,000% climb and Super Micro Computer before a 1,910% surge.
The system scores more than 6,000 stocks and has helped Navellier deliver over 675 triple-digit winners. High-net-worth clients have paid $24,000 for him to run it on their portfolios. For a limited time, you can run three stock searches at no cost - no credit card required. |
| Claim your free Stock Grader access and check your holdings now |
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Consumer Staples |
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e.l.f. Beauty (NASDAQ: ELF) has headwinds in 2026, but they’ve been priced into the market. Down nearly 65% from the late 2025 highs, this market is trading at deep-value levels, with catalysts in play. While the guidance for fiscal 2027 was tepid, it reflects intentional price markdowns, aimed a... Read the Full Story |
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Medical |
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U.S. Food & Drug Administration (FDA) events crystallize the risk/reward thesis for many biotechnology stocks, and Biogen Inc.'s (NASDAQ: BIIB) latest Alzheimer’s update shows why that trade can turn quickly. Biogen entered May with momentum after a solid first-quarter earnings report and its ... Read the Full Story |
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Technology |
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A peculiar thing happened after financial software giant Intuit Inc. (NASDAQ: INTU) reported its third-quarter earnings. Intuit beat analyst expectations, delivering a 10% year-over-year revenue increase to $8.6 billion. It then raised its full-year guidance, projecting double-digit growth in both ... Read the Full Story |
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Technology |
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Shares of Meta Platforms (NASDAQ: META) have faced a notable degree of volatility in 2026. The stock started off the year hot, being up around 12% near the end of January. The company’s impressive Q4 2025 earnings report drove an over 10% single day gain. However, a convergence of pressures then hi... Read the Full Story |
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Markets |
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The eye-catching performance of some of the world’s largest stocks has led to them becoming fixtures in investors’ portfolios. Whether that exposure comes via market-cap-weighted funds or direct ownership, the stocks' collective gains have overshadowed the roughly 2,500 other U.S.-listed stocks tha... Read the Full Story |
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The Early Bird Stock Of The Day Intuitive Machines, Inc. designs, manufactures, and operates space products and services in the United States. Its space systems and space infrastructure enable scientific and human exploration and utilization of lunar resources to support sustainable human presence on the moon. The company offers lunar access services, such µNova, lunar surface rover services, fixed lunar surface services, lunar orbit delivery services, rideshare delivery services to lunar orbit, as well as content sales and ma... |
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