The SpaceX (NASDAQ: SPCX) IPO is dominating headlines, but Luke Lango of InvestorPlace says investors are looking at this story through too narrow a lens. The real trade isn't just one rocket company going public, it's a decades-long convergence of four separate business ventures into one AI-driven....
Good MorningEquities open the new week with a constructive but conflicted tone, as fresh AI optimism collides with a hardening rate outlook. NVIDIA's earnings reaffirmed the inference inflection and accelerating AI capex, while futures now price the Fed's next move as a possible hike, not a cut. Leadership broadened last week, with the Dow and Russell 2000 outpacing the Nasdaq.
The macro backdrop is doing the heavy lifting on positioning. Jobless claims stayed healthy and PMIs held expansionary, but oil remains near long-term highs and gas is slow to ease even with movement on Iran. With stockpiles falling and rate-cut hopes gone, traders are tilting toward earnings durability over duration-sensitive trades.
That sets the table for a busy corporate week. NVIDIA's print drew analyst upgrades with no bearish revisions, reinforcing AI infrastructure leadership through IBM, Cisco, and Verizon. AutoZone opens Tuesday with margin compression priced in. Wednesday brings Zscaler, Dick's Sporting Goods, and Salesforce, the last oversold on SaaS fears and a barometer for Agentforce traction. MongoDB closes the week as another read on the AI data layer. Traders are watching SaaS guidance, oil, and Fed speakers for clarity on where rates settle. Featured: The #1 stock to buy BEFORE the June S-1 filing (Ad) 
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Aerospace |
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The SpaceX (NASDAQ: SPCX) IPO is dominating headlines, but Luke Lango of InvestorPlace says investors are looking at this story through too narrow a lens. The real trade isn't just one rocket company going public, it's a decades-long convergence of four separate business ventures into one AI-driven... Read the Full Story |
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From Our Partners |
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Is Elon about to trigger another 315X opportunity?
Elon gave Tesla investors the chance to make more than 315 times their money when he revived the electric vehicle industry. $1 billion fund manager Louis Navellier believes Elon's "Project Apex" will mint a new generation of millionaires. |
| Click here to get the details. |
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Technology |
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Just over six months ago, Microsoft Corp. (NASDAQ: MSFT) was trading at an all-time high of over $542. At that time, many analysts were whispering that many technology stocks were overvalued. So, it shouldn’t come as much of a surprise that MSFT is down from those lofty heights. However, there wer... Read the Full Story |
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Consumer Discretionary |
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Key apparel companies, including well-known names and emerging ones generating growth near the top of the industry, just reported financial results. The good news is that all posted beats on sales and adjusted earnings per share (EPS). The bad news is that despite this, not all saw their share pric... Read the Full Story |
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From Our Partners |
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Jon Najarian called Tesla a buy in 2014 before the stock climbed as high as 3,392%. He also called Palantir on live TV in 2020 before it surged as high as 2,000%.
Now Najarian has a new prediction centered on Elon Musk - tied to the anticipated SpaceX IPO and what he describes as a potential $44 trillion opportunity. He's sharing the specific moves he thinks investors should consider making now. |
| See exactly what Jon Najarian is predicting about SpaceX and Musk |
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Retail/Wholesale |
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Retail earnings season delivered a clear reminder that good results are not always enough. Walmart (NASDAQ: WMT), Target (NYSE: TGT) and TJX Companies (NYSE: TJX) all posted solid quarterly numbers recently, but investors reacted to the reports very differently. For Walmart and Target, strong sales... Read the Full Story |
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Retail/Wholesale |
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The stock market and the economy are not the same thing, but in 2026, they share one trait: skepticism. Despite blockbuster earnings reports from companies like NVIDIA (NYSE: NVDA), Palantir Technologies (NASDAQ: PLTR), and Alphabet (NASDAQ: GOOGL), this may be the most reluctant bull market in his... Read the Full Story |
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From Our Partners |
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SpaceX just filed its S-1. The IPO is confirmed for June 12 - $75 billion, ticker SPCX, potentially the largest in history. The 21-bank syndicate has already locked up shares, so retail investors won't get access.
But the S-1 exposed one publicly traded company Musk cannot operate without - and it's still cheap. Dylan Jovine is releasing the ticker free before June 12 changes the price. |
| Get the ticker before the SpaceX IPO reprices everything on June 12 |
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Retail/Wholesale |
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Ross Stores Inc. (NASDAQ: ROST) demonstrated once again that bargain hunting is alive and well in today's economy. The off-price retailer posted strong first-quarter results on May 21 as higher customer traffic across the board helped drive growth. The results also extended the company's streak of... Read the Full Story |
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Finance |
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Voya Financial (NYSE: VOYA) is probably not a household name, but it is workplace name for millions of employees who get their benefits or retirement plans through the company. One of the largest providers of benefits and investment plans, Voya has shown repeatedly that it can grow earnings, widen... Read the Full Story |
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Consumer Staples |
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The augmented reality (AR) and virtual reality (VR) adoption curve has hit a structural inflection point, pivoting rapidly from high-friction headsets to mass-market, AI-integrated smart eyewear. Validated by massive commercial traction from early incumbents, the rollout of the Android XR ecosystem... Read the Full Story |
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Basic Materials |
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A U.S.-China rare earth truce is technically in effect, but China is still throttling shipments, shortages persist, and Trump left Beijing last week without a confirmed extension of the agreement, which expires in November 2026. For investors watching the domestic rare earth sector, the fine print ... Read the Full Story |
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Medical |
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The idiom “never judge a book by its cover” can cut both ways when it comes to clinical-stage biotechnology companies like Amylyx Pharmaceuticals (NASDAQ: AMLX). The stock is up over 140% in the last 12 months as the company has made progress on its pipeline. One of the drugs in the pipeline is Av... Read the Full Story |
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Tuesday's Early Bird Stock Of The Day IREN Limited, formerly known as Iris Energy Limited, owns and operates bitcoin mining data centers. The company was incorporated in 2018 and is headquartered in Sydney, Australia. |
| View Today's Stock Pick |
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