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: Larry Benedict's 95-trade IPO strategy - one night only (Ad) 
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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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Trading veteran Larry Benedict has placed the same IPO-day trade 95 times since 2022, logging a documented 82.1% win rate - without ever buying a single share of the stock going public.
On Wednesday, July 15, at 8 p.m. ET, Larry is hosting a free live session where he'll reveal the exact ticker behind the trade, how to potentially pocket hundreds or thousands on IPO day, and how one little-known clause can give traders two separate profit windows from a single IPO.
With over 800 IPOs expected to hit the market, the next opportunity window could open within days. |
| Reserve your free seat for Larry Benedict's July 15 strategy session |
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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 SEC just proposed its biggest IPO rule overhaul in 20 years, and over 800 unicorns are queued to go public in what Forbes calls an 'IPO tsunami.' SpaceX's debut was the largest IPO in history - and most investors were locked out entirely.
Trading veteran Larry Benedict has executed this strategy 95 times with a documented 82.1% win rate, targeting $321, $1,605, or more on IPO day - without touching the stock. He's hosting a free strategy session this Wednesday, July 15, at 8 p.m. ET. |
| Reserve your free seat for Larry Benedict's IPO strategy session 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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Most AI portfolios hold the same handful of chip and software names - and completely ignore the physical layer. One perception-hardware company posted ~49% Q1 revenue growth with four partnership announcements in a single month.
A free report names seven companies building the automation, robotics, and semiconductor-test infrastructure that AI requires to move beyond the data center - including an automation giant that raised full-year guidance after quarterly sales rose ~12%. |
| Click here to get your free copy of this report today |
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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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