Michael Reinking on Fed's "Confusing Story," AI's Lasting Demand Pulling Markets
Neocloud headlines from Nebius signal AI demand is going nowhere; momentum intact
7d +11.7% ✓30d in 22d90d in 82d
35YUCKYBooger Score · 50 is a coin flip
50 is a coin flip. Higher means a creator's past calls beat chance on the assets and periods they were made in; lower means they did worse.
A high score does not predict the next call. We tested whether it does, and it does not. We publish the ranking because the record should exist and be checkable. Our scoring is not financial advice and the method behind it is not published.
yucky — well below luck. This does not predict their next call. We tested whether it does and it does not. Our scoring is not financial advice.
Most coveredApple 8 →Micron 7 →Nvidia 7 →
30d record, oldest first
The record
422 calls · newest first · every one links to its sourceMichael Reinking on Fed's "Confusing Story," AI's Lasting Demand Pulling Markets
Neocloud headlines from CoreWeave signal AI demand is going nowhere; momentum intact
7d +12.8% ✓30d in 22d90d in 82d
Thursday's First Moves: GOOGL & CRM Price Target Hikes, LYFT Downgrade
Price target hike on Salesforce as analysts see AI momentum benefitting the stock.
7d -1.9% ✗30d in 22d90d in 82d
Thursday's First Moves: GOOGL & CRM Price Target Hikes, LYFT Downgrade
Guggenheim downgrade to neutral from buy with a lowered price target, presented as the reason shares hit the brakes.
7d -4.8% ✓30d in 22d90d in 82d
Fed's Rate Hike Adds Yield Uncertainty, Clarity Act Vote Hits Bitcoin Sentiment
With yields rallying, now is not the time to buy Treasuries — implying yields keep rising / bond prices fall.
7d +4.3% ✓30d in 22d90d in 82d
Chris Wang on PLTR, META, SHOP Stock Picks Amid AI Safety Concerns
Bull case for Shopify as it expands AI outreach
7d +12.9% ✓30d in 22d90d in 82d
Ca$htag$: TSLA Robotaxi Growth Over GOOGL "Very Bullish" for AI Growth
Uber faces a foggy road ahead as robotaxi competition ramps
7d -2.3% ✓30d in 22d90d in 82d
Dave Sekera on Tentative Fed Rate Hike, Sticking with AI Leaders & SPCX Contrarian Take
Warns against high-fliers like SanDisk.
7d +19.5% ✗30d in 21d90d in 81d
Dave Sekera on Tentative Fed Rate Hike, Sticking with AI Leaders & SPCX Contrarian Take
Warns against high-fliers like Micron.
7d +15.7% ✗30d in 21d90d in 81d
Hatem Dhiab on MU, SKHY & Samsung Bull Case, Memory's Lasting Bottleneck for AI
Bull case for Samsung as a memory-chip beneficiary of continued AI development
7d +12.6% ✓30d in 21d90d in 81d
Dave Sekera on Tentative Fed Rate Hike, Sticking with AI Leaders & SPCX Contrarian Take
Stick with AI leaders like Nvidia.
7d +5.4% ✓30d in 21d90d in 81d
Tuesday's First Moves: LLY & ETSY Upgrades, PLAY Plunges After Earnings
Oppenheimer upgrade on Etsy.
7d -0.4% ✗30d in 20d90d in 80d
Crude & Yields' Greater Stock Market Impacts, Global Economies Eye Rate Hikes
Michelle Gibley sees European companies as strong buoys for portfolio diversification.
7d +1.0% ✓30d in 20d90d in 80d
The Big 3: CRCL, BNY, AAPL
Bank of New York Mellon picked as a growth story in tokenization.
7d -3.3% ✗30d in 20d90d in 80d
The Big 3: CRCL, BNY, AAPL
Jessica Inskip names Circle a beneficiary of tentative Clarity Act passage.
7d +9.6% ✓30d in 20d90d in 80d
Bracing for Likely Fed Interest Rate Hike, NVDA CEO Pushes Back AI Slowdown
Wall Street is bracing for a more than 90% chance the Fed raises interest rates Wednesday.
7d -0.2% ✓30d in 20d90d in 80d
Options Corner: LLY Upgrade Injects Bullish Stock Momentum
Bullish momentum setup in Eli Lilly following Berenberg's upgrade to buy and $1,400 price target; shows how bulls can regain momentum.
7d +1.3% ✓30d in 20d90d in 80d
KG: Rate Hike Bullish for Gold & Bitcoin Slides into Clarity Act Vote
Kevin Green says the gold trade could be favorable and bulls can regain if the Fed hikes rates at Wednesday's meeting.
7d +1.0% ✓30d in 20d90d in 80d
Monday's First Moves: IREN Double Upgrade, COIN Upgrade, HPE Downgrade
Evercore ISI downgrade on HPE.
7d +11.7% ✗30d in 19d90d in 79d
Monday's First Moves: IREN Double Upgrade, COIN Upgrade, HPE Downgrade
JPMorgan double upgrade on IREN.
7d +9.4% ✓30d in 19d90d in 79d
Bull v. Bear: CRWD Breaks Out to Record Highs in Cybersecurity Rally
CrowdStrike is breaking out to record highs on a solid cybersecurity-sector breakout and is a 'clear leader' leveraging AI with expanding ARR.
7d +5.9% ✓30d in 19d90d in 79d
From NVDA & MSFT to ETN: Names to Benefit Long-Term from AI
Applied Materials is a long-term beneficiary of the ongoing AI infrastructure build-out
7d +9.4% ✓30d in 17d90d in 77d
From NVDA & MSFT to ETN: Names to Benefit Long-Term from AI
Eaton is a long-term beneficiary of the ongoing AI infrastructure build-out
7d +10.8% ✓30d in 17d90d in 77d
$105 Critical Crude Oil Level, U.S.-Iran War Shows "Demand Destruction" Risk
The $10 three-day crude rally was too much too fast; $105 is strong resistance and demand destruction caps upside
7d +0.3% ✗30d in 16d90d in 76d
The Big 3: CF, LULU, UPS
Jason Brown points to UPS as a trading opportunity that can weather volatility
7d +0.2% ✓30d in 15d90d in 75d
The Big 3: CF, LULU, UPS
Jason Brown points to Lululemon as a trading opportunity that can weather volatility
7d +2.6% ✓30d in 15d90d in 75d
The Big 3: CF, LULU, UPS
Jason Brown points to CF Industries as a stock expected to weather volatility, with an example options trade
7d -0.9% ✗30d in 15d90d in 75d
Tony Zhang on Crude Oil Climb, 10-Year Yield & AMD, DVN Options Trades
Tony Zhang offers a bullish energy-sector options trade example in Devon Energy
7d -2.0% ✗30d in 15d90d in 75d
Bitcoin Slides, Inflows Grow: Adam Lynch on Crypto Trends, Clarity Act
Adam Lynch sees increased net inflows to Ethereum bolstering the crypto bull case, with Clarity Act passage not priced in
7d +0.4% ✓30d in 15d90d in 75d
ORCL $638B RPO Faces AI Spending Surge & MSFT, GOOGL, AMZN Competition
John Blank remains skeptical/bearish on Oracle into Thursday's earnings, citing ballooning CapEx, doubts on delivering its $638B backlog, and competition from MSFT, GOOGL and AMZN.
7d -1.5% ✓30d in 15d90d in 75d
The Big 3: QCOM, SKHY, KLAC
Calls KLA Corp an 'underrated' name tied to the AI infrastructure buildout.
7d -11.1% ✗30d in 13d90d in 73d
The Big 3: QCOM, SKHY, KLAC
Qualcomm will establish a new stock floor thanks to a new deal with Amazon.
7d +7.9% ✓30d in 13d90d in 73d
Bull v. Bear: ABNB Upgrade Backs Stock, Travel Sector Resurgence
Host sides with Baird's upgrade and raised price target on Airbnb, seeing upside in its asset-light home rental model.
7d -3.6% ✗30d in 13d90d in 73d
Bitcoin's "Referee" Status Between Crypto & U.S. Policy, Volatility Ticks Down
Sam Callahan expects Bitcoin volatility to subside (like gold) as more institutions increase exposure.
7d -4.4% ✓30d in 11d90d in 71d
Beyond NVDA: New Frontiers in Space Stocks, Healthcare AI
Highlights Moderna (MRNA) as an AI-in-healthcare opportunity for its advances in drug discovery and cancer vaccines.
7d +4.5% ✓30d in 10d90d in 70d
Friday's Final Takeaways: U.S. Jobs Surge, TSLA Under Scrutiny, AAPL Set to Shine
Tesla under scrutiny as it faces a federal probe into its Cybercab self-certification process
7d -2.5% ✓30d in 10d90d in 70d
Memory & Cybersecurity Hidden Strengths as NVDA Bolsters AI Trade
Bull case for AI memory as supply constraints are not as large as perceived
7d -4.8% ✗30d in 10d90d in 70d
Memory & Cybersecurity Hidden Strengths as NVDA Bolsters AI Trade
Bull case for cybersecurity as demand continues to accelerate
7d -0.8% ✗30d in 9d90d in 69d
Key Levels in SPX, Crude & 10-Year Treasury Yield: Brace for "Momentum Reset
A reversion in the U.S. dollar is a factor seen benefitting equities
7d -0.0% ✓30d in 9d90d in 69d
The Big 3: AAPL, NVDA, CVX
Chevron expected to continue its rally as the U.S.-Iran war lingers on
7d +2.6% ✓30d in 9d90d in 69d
Docusign (DOCU) CFO on Earnings Uptick, Using AI to Expand Opportunities
Docusign raised ARR projections on strengthening partnerships with AI as an enabler adding long-term value
7d -4.0% ✗30d in 9d90d in 69d
Andrew Chanin on PL Earnings & "Powerful" Tools, SPCX Starship Expectations
Planet Labs holds 'powerful tools' in mapping and tracking, part of a long-term space growth story, though profitability timing is uncertain.
7d -9.2% ✗30d in 9d90d in 69d
Key Levels in SPX, Crude & 10-Year Treasury Yield: Brace for "Momentum Reset
'Warning flag' at recent resistance of 3-year highs on the 10-year Treasury yield implies a reversal lower
7d +4.0% ✗30d in 9d90d in 69d
LULU Hits 8-Year Low After Earnings: More Downside Ahead in Turnaround Story?
No bright spots in the report and another outlook cut do no favors for forward momentum; more downside ahead
7d -1.6% ✓30d in 9d90d in 69d
Ca$htag$: NVDA "Perfectly Positioned" in AI Trade, AMD, AVGO & INTC Gain Speed
Even Intel is catching up and gaining speed in the AI chip trade
7d +7.4% ✓30d in 9d90d in 69d
Andrew Arons on September Volatility, Buying AAPL, NFLX & TJX
TJX Companies is on Andrew Arons' buy list.
7d -4.4% ✗30d in 8d90d in 68d
Lasting Energy Chokeholds Present Buy Opportunities Across Sector
Marathon Petroleum is seeing a surge in free cash flow; energy stocks still have room to run.
7d +1.2% ✓30d in 8d90d in 68d
Lasting Energy Chokeholds Present Buy Opportunities Across Sector
Phillips 66 is seeing a surge in free cash flow; energy stocks still have room to run.
7d +1.5% ✓30d in 8d90d in 68d
Why Bonds Remain Crucial for Portfolios as Fed Tilts Toward Rate Hikes
Collin Martin points to a steady rise in Treasury yields and rising odds of Fed rate hikes, implying yields keep climbing (bond prices lower).
7d -1.6% ✓30d in 8d90d in 68d
The Big 3: VZ, NEM, SPCX
Dan Deming sees copper and silver's resurgence lifting Newmont shares.
7d -3.3% ✗30d in 8d90d in 68d
Bull v. Bear: ZS Faces Low Earnings Bar, Guidance Will be Biggest Metric
Kevin Hincks is bearish on Zscaler: rising CapEx, free cash flow burn, and history of being punished for conservative guidance weigh on forward momentum.
7d -8.1% ✓30d in 8d90d in 68d
The Big 3: VZ, NEM, SPCX
Dan Deming sees Verizon's yield as 'compelling' amid risks weighing against equities, picking it on The Big 3.
7d -1.2% ✗30d in 8d90d in 68d
SNOW, HPE & CRWD Earnings Add to Software's Comeback Surge
Mark Gibbens says a still-strong AI story backs HPE's momentum despite the lack of a post-earnings rally.
7d +1.4% ✓30d in 8d90d in 68d
Where AVGO Stands in AI Space After Earnings, Stock Sees "Hedge Fund Blowup
Jay Hatfield sets a $450 price target on Broadcom, implying upside from post-earnings selloff levels.
7d +1.0% ✓30d in 8d90d in 68d
Lasting Energy Chokeholds Present Buy Opportunities Across Sector
Valero is seeing a surge in free cash flow from the energy chokehold; still room for energy stocks to run — a buy opportunity.
7d +4.0% ✓30d in 8d90d in 68d
Andrew Arons on September Volatility, Buying AAPL, NFLX & TJX
Netflix is on Andrew Arons' buy list.
7d -8.1% ✗30d in 8d90d in 68d
Andrew Arons on September Volatility, Buying AAPL, NFLX & TJX
Apple is on Andrew Arons' buy list.
7d -0.5% ✗30d in 8d90d in 68d
Wednesday's First Moves: GTLB Surges, CRDO & MDB Fall on Earnings
After an earnings beat and raised guidance, investors see promise for a further rally in GitLab shares.
7d -6.6% ✗30d in 7d90d in 67d
The Big 3: GEV, BLK, WDC
BlackRock is a compelling stock with several arms for growth in the debt markets.
7d -2.4% ✗30d in 6d90d in 66d
Bull v. Bear: PANW Earnings to Pressure Stock's Stellar 2026 Rally
PANW 실적 발표가 2026년 랠리에 압력을 가할 것 — 마진이 걸림돌(Tom White, 약세 측)
7d -6.9% ✓30d in 6d90d in 66d
The Big 3: GEV, BLK, WDC
Western Digital shows strong upward EPS revisions tied to the AI trade.
7d +6.0% ✓30d in 6d90d in 66d
The Big 3: GEV, BLK, WDC
GE Vernova benefits from expanding data center buildout and is tied to the AI trade.
7d +8.1% ✓30d in 6d90d in 66d
DELL, ORCL, ZS & This Week's Tech Earnings to Gauge Lasting AI Strength
Cybersecurity's growing needs in AI acceleration is a key factor lifting Zscaler.
7d -9.2% ✗30d in 6d90d in 66d
Tuesday's First Moves: MSFT & CRWD PT Hikes, AKAM Upgrade
Piper Sandler upgrades Akamai.
7d -0.8% ✗30d in 6d90d in 66d
DELL Earnings Justifying Stock Rally? AI Growth & Backlog Delivery Critical
Dell expected to remain in a strong position in the AI buildout, with its owned AI server business as an advantage.
7d +25.6% ✓30d in 6d90d in 66d
DELL, ORCL, ZS & This Week's Tech Earnings to Gauge Lasting AI Strength
Oracle will show substantial ROI so long as the AI data center buildout continues as planned.
7d +15.0% ✓30d in 6d90d in 66d
TSLA Hits Gas in EVs: What is Means for BYD, NIO, XPEV & China's Market
Tesla has picked up speed in the EV industry despite headwinds, gaining ground on Chinese competitors.
7d +0.1% ✓30d in 5d90d in 65d
Crude's Climb Sours New Trading Week, U.S.-Venezuela Deal to Buoy Risks
Crude oil prices surge amid U.S.-Iran escalation, pressuring stocks short-term.
7d +8.5% ✓30d in 5d90d in 65d
The Big 3: CDNS, NET, WMT
Mike Shorr sees Cadence Design Systems (CDNS) gaining momentum as a trading opportunity.
7d -16.1% ✗30d in 5d90d in 65d
MU "Fantastic" Standing in AI Memory, SNDK Edge Over Competitors
Butowsky is bullish on SanDisk, which he does not see facing the same supply constraint problem as Micron.
7d +10.9% ✓30d in 3d90d in 63d
Title: The Big 3: CRWD, SPCX, PLTR
Tim Bohen sees more room to run for Palantir.
7d -6.4% ✗30d in 2d90d in 62d
Ca$htag$: META’s AI Bet Not Showing Returns, Yet
Landon Swan says recent weakness in Meta could be a buying opportunity as ad demand grows.
7d +6.7% ✓30d in 2d90d in 62d
Graham: NVDA "Must Own" for Investors, Mind Macro Risks Ahead
CSCO named as one of Graham's top stock picks.
7d -3.2% ✗30d in 1d90d in 61d
Graham: NVDA "Must Own" for Investors, Mind Macro Risks Ahead
ANET named as one of Graham's top stock picks.
7d -4.8% ✗30d in 1d90d in 61d
Options Trades in CME & MRVL as NVDA Lifts Tech Sector
Bull case outlined for CME Group via options trade idea, holding up even if another volatility wave hits the market.
7d +0.4% ✓30d in 1d90d in 61d
Jacob Sonenshine Sees MU Buy Opportunity, TER & SO as Hidden AI Plays
Southern Company is a utility putting CapEx to work as the AI buildout accelerates; a hidden AI play he's watching.
7d -2.1% ✗30d -7.9% ✗90d in 59d
NVDA Earnings & Fed Opening Door to Deeper 2H 2026 Volatility
Names Palo Alto Networks as a stock he likes right now.
7d +6.5% ✓30d +14.7% ✓90d in 59d
The Big 3: GOOGL, AMZN, SPCX
Amazon is a notable breakout candidate in the Mag 7.
7d -2.4% ✗30d -4.5% ✗90d in 59d
James Demmert on NVDA "Bargain" Stock Price, Mixed SMH & Value Outside Tech
Urges caution on the semiconductor ETF, arguing there are losers in the group.
7d +1.8% ✗30d +10.0% ✗90d in 58d
INTU Earnings Bar Not Low Enough? Jefferies Cuts Price Target
Jefferies cut its price target on Intuit, saying the already low earnings bar may still not be low enough to clear.
7d -2.9% ✓30d -22.5% ✓90d in 58d
Jim Worden on NVDA Bull Case, Energy Risks & INTC, PLTR, MU in Portfolio
Expects the energy sector to have significant upside in the years ahead.
7d +1.4% ✓30d -0.6% ✗90d in 58d
Jay Woods Warns of NVDA Volatility, Sees Bullish CRM & CRWD Technical Trends
Seasonal headwinds will put 'a damper on the rally' in the coming weeks.
7d +0.4% ✗30d +0.7% ✗90d in 58d
David Wagner on MSFT Moat Adding AI Momentum, Azure Backing CapEx Story
David Wagner is very bullish on Microsoft's upward momentum, citing Azure and Office synergy, its moat, and CapEx backed by revenue.
7d +4.1% ✓30d +2.7% ✓90d in 58d
Nuclear Energy & Metals: Next Big Winners of AI Trade?
Sees long-term opportunity in nuclear energy as AI and data center demand accelerates
7d -0.4% ✗30d -8.1% ✗90d in 57d
Daniel Rubino on Foldable iPhone & AAPL Long-Term Expectations
Sees longer-term headwinds mounting against Apple from supply constraints to China, and few changes in iPhone 18
7d +2.1% ✗30d +9.2% ✗90d in 56d
Danielle Shay on MU, SNDK & STX Technical Analysis, Options Strategies
Remains long-term bullish on AI memory including Micron despite expected near-term volatility
7d +5.3% ✓30d +14.7% ✓90d in 56d
Chris Vermeulen on Opportunities in Silver Miners & Crypto Amid Bond Volatility
Points to opportunities in silver miners and metals ETFs
7d -0.4% ✗30d -5.8% ✗90d in 55d
Ca$htag$: COIN Surges with Bitcoin, Prediction Markets Offer Opportunity
Sees opportunity in Coinbase's revenue streams and prediction markets
7d -4.2% ✗30d +7.8% ✓90d in 55d
Bitcoin Rallies in Down Market Week, NVDA & Anthropic Offer Bullish AI Catalysts
Sees next week offering more chances for bullish momentum from ecodata and NVDA earnings
7d +0.5% ✓30d +1.2% ✓90d in 55d
Ron Westfall on ADI, Analog Chip Strength & Outlook for Tech Sector
Names Analog Devices a stock pick; analog chips have plenty of room to run on automotive tailwinds
7d +1.2% ✓30d +3.8% ✓90d in 54d
Sarah Henry on TGT "Early Days" of Turnaround & WMT Earnings Preview
Sees Target in the 'early days of its evolution' / turnaround after a strong earnings beat
7d +4.9% ✓30d -0.3% ✗90d in 54d
Pence: NVDA "Pivotal Chokepoint" of AI & Likes MSFT, AMZN, GOOGL in Mag 7
Taps Keysight as a strong developing tech firm pick
7d +0.8% ✓30d +4.9% ✓90d in 53d
The Big 3: XLV, ARM, NKE
Points to a tentative upside move in Nike
7d -6.0% ✗30d -12.6% ✗90d in 53d
The Big 3: XLV, ARM, NKE
Sees a likely pullback in XLV
7d -1.2% ✓30d -4.2% ✓90d in 53d
The Big 3: XLV, ARM, NKE
Sees Arm moving 'back into a downtrend'
7d +0.7% ✗30d +10.5% ✗90d in 53d
Pence: NVDA "Pivotal Chokepoint" of AI & Likes MSFT, AMZN, GOOGL in Mag 7
Taps Teradyne as a strong developing tech firm pick
7d -4.4% ✗30d -2.1% ✗90d in 53d
Bullish Factors in Bitcoin Futures, Backwardation & Hedge Fund Dynamics
Bullish factors in Bitcoin futures with hedge funds building plans to go long
7d +14.1% ✓30d +16.8% ✓90d in 53d
Pence: NVDA "Pivotal Chokepoint" of AI & Likes MSFT, AMZN, GOOGL in Mag 7
Likes Alphabet in the Mag 7
7d -0.8% ✗30d +1.5% ✓90d in 53d
China AI Earnings: BABA's Qwen Threatens GOOGL & META, Previewing BIDU & JD
Investor concerns of increased CapEx and shrinking ad revenue at Baidu
7d +2.8% ✗30d -0.9% ✓90d in 52d
Nyland: MSFT & TSLA Top Mag 7 Stocks for Growth, AI CapEx Story "Healthy
Sees the Mag 7 as 'very, very likely' to regain momentum in the coming months
7d +1.3% ✓30d +6.0% ✓90d in 52d
China AI Earnings: BABA's Qwen Threatens GOOGL & META, Previewing BIDU & JD
Qwen is the story of Alibaba's growth, threatening to take more market share
7d -6.8% ✗30d -15.3% ✗90d in 52d
China AI Earnings: BABA's Qwen Threatens GOOGL & META, Previewing BIDU & JD
Alibaba's Qwen raises 'huge price pressure' concerns for Alphabet
7d +0.8% ✗30d +1.0% ✗90d in 52d
The Big 3: GSG, PHYS, GDX
Sees potential in GDX in the coming weeks and months
7d +12.7% ✓30d +1.0% ✓90d in 51d
Wall Street Expects NVDA to Double Revenue & Other Earnings Metrics to Watch
A sell-off is likely on the earnings reaction
7d -7.3% ✓30d -4.8% ✓90d in 51d
PLTR, WRBY, and CHWY: Three Consumer and AI Plays to Watch
Chewy's recurring revenue model and margin growth via veterinary services present upside.
7d +10.7% ✓30d -4.3% ✗90d in 50d
PLTR, WRBY, and CHWY: Three Consumer and AI Plays to Watch
Warby Parker positioned favorably via store expansion and Alphabet partnership.
7d +2.4% ✓30d -4.9% ✗90d in 50d
Software's Resurgence: Scott Martin on WDAY Acquisition Talks, CRM & ADBE Strengths
The alleged $43 billion Silver Lake deal would be a steal — Workday's business is undervalued and 'not going anywhere.'
7d +4.2% ✓30d +1.6% ✓90d in 49d
Software's Resurgence: Scott Martin on WDAY Acquisition Talks, CRM & ADBE Strengths
Scott Martin sees FICO heading lower in the coming years.
7d +9.6% ✗30d -5.9% ✓90d in 49d
Software's Resurgence: Scott Martin on WDAY Acquisition Talks, CRM & ADBE Strengths
Scott Martin names Adobe a winner in the software trade.
7d +8.8% ✓30d +4.5% ✓90d in 49d
Robotaxis, NVDA, AMD & the Trillion-Dollar AI Demand Boom Ahead
AMD is an opportunity tied to the AI demand boom through 2030.
7d -9.7% ✗30d -2.5% ✗90d in 49d
Robotaxis, NVDA, AMD & the Trillion-Dollar AI Demand Boom Ahead
Nvidia is an opportunity tied to trillions of dollars in new AI demand and economic activity by 2030.
7d -7.3% ✗30d -6.1% ✗90d in 49d
Andrew Chanin on UFO ETF Rebound & Evolving Space Opportunities
Andrew Chanin sees the UFO ETF setting a new launch pad to return to all-time highs.
7d -5.3% ✗30d -11.4% ✗90d in 48d
Finding AI "Picks and Shovels:" What Makes MSFT & CAT Stand Out
Tiffany McGhee considers Schneider Electric a strong company tied to AI infrastructure.
7d -3.1% ✗30d -11.2% ✗90d in 48d
COHR Sells on Strong Earnings: Andrew Graham Sees Buy Opportunity
Andrew Graham says Coherent remains a buy after earnings and will deliver on surging AI demand.
7d -11.1% ✗30d -18.2% ✗90d in 48d
Andrew Arons Picks ORCL, MRVL & RDDT for 2H26 Amid Tech Rebound
Andrew Arons names Marvell a top pick for 2H26.
7d +6.8% ✓30d -1.4% ✗90d in 48d
The Big 3: PLTR, CRWD, NET
Tim Bohen sees strength in CrowdStrike as a cybersecurity favorite.
7d -11.5% ✗30d +8.5% ✓90d in 48d
Andrew Arons Picks ORCL, MRVL & RDDT for 2H26 Amid Tech Rebound
Andrew Arons names Reddit a top pick for 2H26.
7d -13.9% ✗30d -8.8% ✗90d in 48d
Finding AI "Picks and Shovels:" What Makes MSFT & CAT Stand Out
Tiffany McGhee considers Caterpillar a strong company tied to AI infrastructure.
7d -3.4% ✗30d -8.5% ✗90d in 48d
Eddie Ghabour Sees Fed Roadblocks Ahead, "Healthy" SPX Equal Weight Rally
Eddie Ghabour names Unity Software a stock pick.
7d +1.6% ✓30d -5.1% ✗90d in 47d
Trainer: SPCX Priced "Twice as Good" as Most Profitable Company
David Trainer expects a rough fall with high-beta stocks taking a plunge.
7d -3.4% ✓30d -5.6% ✓90d in 47d
The Big 3: SE, Z, VRT
Mike Shorr sees opportunity in Zillow after recent pressure.
7d -0.6% ✗30d -7.6% ✗90d in 47d
The Big 3: SE, Z, VRT
Mike Shorr sees opportunity in Sea Limited after recent pressure.
7d -4.9% ✗30d -11.9% ✗90d in 47d
Zhang: ORCL Options Opportunity After CRWV & NBIS Earnings, XOM Key in Energy
Tony Zhang sees upside in energy and uses Exxon Mobil for his bullish example options trade.
7d +5.4% ✓30d +4.8% ✓90d in 47d
The Big 3: SE, Z, VRT
Mike Shorr sees opportunity in Vertiv after recent pressure.
7d -7.8% ✗30d -17.3% ✗90d in 47d
Eddie Ghabour Sees Fed Roadblocks Ahead, "Healthy" SPX Equal Weight Rally
Eddie Ghabour points to a steady rise in the S&P 500 Equal Weight as a sign the market environment remains healthy.
7d -1.1% ✗30d -3.5% ✗90d in 47d
Eddie Ghabour Sees Fed Roadblocks Ahead, "Healthy" SPX Equal Weight Rally
Eddie Ghabour names Eli Lilly a stock pick.
7d +3.1% ✓30d -5.7% ✗90d in 47d
The Big 3: INTC, SBUX, CAT
Don Kaufman offers a bullish take on Starbucks.
7d -2.7% ✗30d -8.5% ✗90d in 46d
The Big 3: INTC, SBUX, CAT
Don Kaufman remains bearish on Caterpillar even after it slipped from recent all-time highs.
7d -4.6% ✓30d -4.3% ✓90d in 46d
RKLB Demand Strong After Earnings, Room to Grow in SPCX Shadow
Long-term demand supports lasting momentum for Rocket Lab; Cantrell sees RKLB as a winner with a growing runway over time.
7d -6.6% ✗30d -22.4% ✗90d in 46d
Matt Tuttle on CPI's Lasting Impact, NVDA Financing Deal & Gold Bull Case
Matthew Tuttle likes gold at current prices (bullish gold case).
7d -0.5% ✗30d -0.8% ✗90d in 45d
Cory Johnson on LITE "Crucial" Role in "Pedal to the Metal" AI Buildout
Cory Johnson says Lumentum makes crucial components for the AI buildout and there are zero signs data center construction pushback is hurting business momentum.
7d +6.4% ✓30d +14.0% ✓90d in 45d
The Big 3: INTC, UBER, AAPL
Bauer says Uber is experiencing 'top-heavy' movement, implying downside.
7d -3.9% ✓30d -8.9% ✓90d in 44d
Inside Out: Consumer Staples Midyear Outlook, COST & WMT Bullishness
Sundaram continues to like Walmart despite elevated valuations, citing margin expansion and double-digit earnings growth potential.
7d +1.5% ✓30d -5.6% ✗90d in 42d
‘Confident’ the Fed Can Manufacture Growth; Case for AMZN, MSFT, V
Sparrow makes the bullish case for Visa, positioned to benefit from its investments.
7d +0.6% ✓30d +1.9% ✓90d in 41d
The Big 3: APPS, SNOW, NET
Bohen sees more room to run for Cloudflare following strong earnings.
7d +5.2% ✓30d -5.3% ✗90d in 41d
The Big 3: APPS, SNOW, NET
Bohen is bullish on Snowflake, pointing to its growing lineup of agentic AI products.
7d -0.5% ✗30d +1.5% ✓90d in 41d
The Big 3: APPS, SNOW, NET
Tim Bohen says reports of Digital Turbine's demise were greatly exaggerated as it trades to a 3-year high (bullish).
7d -13.3% ✗30d -21.2% ✗90d in 41d
ABNB Standing Out Among Travel Stocks
Ygal Arounian upgraded ABNB to Outperform with a $200 price target, bullish on continued consumer spending; Chris Davis says Airbnb is better positioned than other travel stocks.
7d +3.4% ✓30d -2.0% ✗90d in 41d
The Big 3: MRVL, NFLX, META
Kaufman isn't riding the rally in Meta and composes a bearish example trade.
7d -1.7% ✓30d +4.8% ✗90d in 39d
The Big 3: MRVL, NFLX, META
Don Kaufman maps a bearish put spread on Marvell and believes further downside remains amid a bear market rally.
7d +2.9% ✗30d +5.9% ✗90d in 39d
Affordability Impact on EV Market & Hybrid Cars Bright Future
Brian Moody sees hybrid vehicles as a current winner and points to Toyota as the leader in the space.
7d +0.3% ✓30d +5.7% ✓90d in 38d
SPOT Stock's Outlook after Earnings
Morningstar's Matt Dolgin says Spotify's long-term thesis is completely intact and any post-earnings weakness should be bought.
7d +4.8% ✓30d +17.1% ✓90d in 38d
The Big Picture: Technical Factors, Market Breadth Behind Record Highs
Breadth improvement cited as supporting continued record highs for the Dow Jones.
7d -0.5% ✗30d -0.7% ✗90d in 38d
Market Matters Ep. 12: How HIMS Could Benefit From FDA Changes
Raul Shah argues Hims & Hers could benefit from FDA approval on peptide regulation.
7d -5.1% ✗30d -13.5% ✗90d in 38d
Ca$htag$: CVNA Selloff Creates Opportunity
Megan Brantley says CVNA was overly punished after earnings while demand and the underlying business remain strong — selloff creates opportunity.
7d +13.6% ✓30d +17.8% ✓90d in 34d
The Big 3: SNDK, BE, CRWV
Tim Bohen picks CoreWeave as the highest-risk name of his Big 3 setups.
7d +26.3% ✓30d +18.3% ✓90d in 34d
EV Investing: Why RIVN Faces Headwinds While TSLA Offers Upside
Henry Green remains bearish on Rivian, citing U.S. EV market challenges and tax credit expiration.
7d -8.6% ✓30d -4.6% ✓90d in 33d
Investors are Missing' the QCOM Strong Growth Story
Ivan Feinseth says any weakness in QCOM is a buying opportunity as investors miss the AI, automotive and edge computing growth story.
7d +5.8% ✓30d +12.4% ✓90d in 33d
Ryan Kelly Talks INTC Foundry, Big Tech's Energy Needs & U.S.-Iran Outlook
AI memory names like SanDisk still have room to run despite huge prior returns.
7d +30.3% ✓30d +35.5% ✓90d in 31d
The Big 3: AAPL, META, NVDA
Jessica Inskip calls Meta a major breakout candidate after months of consolidation.
7d -0.9% ✗30d -3.8% ✗90d in 31d
Options Corner: GLW Plunges into Bear Market, 2026 Still Strong
Despite the plunge into a bear market, Corning's long-term momentum remains strong into 2026.
7d +2.3% ✓30d +6.6% ✓90d in 30d
Bull v. Bear: BA in Control of Turnaround Story, Needs Clear Guidance
Kevin Hincks believes Boeing remains in control of its turnaround story and offers a bullish example trade.
7d +10.4% ✓30d +0.3% ✓90d in 30d
Eddie Ghabour on Concentrated Tech Selling & APLD Earnings Expectations
Applied Digital is an undervalued name in the AI trade heading into earnings.
7d +11.8% ✓30d +1.9% ✓90d in 30d
The Big 3: AAPL, INTC, CRM
Salesforce is setting the stage for a stronger rebound.
7d +7.1% ✓30d +18.4% ✓90d in 30d
The Big 3: AAPL, INTC, CRM
Apple's price increases should lift earnings, making it an opportunity after bearish action.
7d -9.9% ✗30d -6.9% ✗90d in 30d
NVDA to Benefit from Mag 7 AI Spending, Will Later Help PLTR, NOW & Software Stocks
Mag 7 AI spending will eventually benefit software giants like ServiceNow.
7d +8.2% ✓30d +20.3% ✓90d in 29d
NVDA to Benefit from Mag 7 AI Spending, Will Later Help PLTR, NOW & Software Stocks
Mag 7 AI spending will eventually benefit software giants like Palantir.
7d -4.5% ✗30d +31.3% ✓90d in 29d
VZ Rallies & CHTR Hits 12-Year Low: Analyzing Earnings & State of Telecom Industry
Verizon showed strength in earnings and is favored in the telecom picture (bullish example options trade offered).
7d +0.9% ✓30d +8.1% ✓90d in 27d
INTC Earnings Grows, Signals Long-Term Turnaround as CapEx Climbs
'The Intel story is largely over' — the easy money has already been made after the stock's surge.
7d -2.3% ✓30d -5.5% ✓90d in 27d
Ca$htag$: ORCL Becoming AI "House of Cards" as CapEx Concerns Swell
The sell-off in Oracle is more brutal than it should be relative to its web-traffic trends.
7d +12.9% ✓30d +23.9% ✓90d in 27d
INTC Earnings Surge to Support Turnaround Story, Shares Slide
Intel's earnings metrics give it much-needed muscle for long-term growth despite the post-earnings slide.
7d -2.3% ✗30d -5.5% ✗90d in 27d
The Big 3: GOOGL, SMCI, CVS
He expects Super Micro to make a bull run similar to the one it saw earlier in the week.
7d -5.7% ✗30d +16.8% ✓90d in 27d
The Big 3: GOOGL, SKHY, IREN
Charles Moon sees IREN as a high-risk, high-reward opportunity.
7d -5.7% ✗30d -1.9% ✗90d in 26d
Demmert: GOOGL CapEx "Justifiable," NVDA & ASML Key AI Hardware Stocks
Demmert names ASML a key AI hardware name to watch/own.
7d -8.3% ✗30d -3.4% ✗90d in 26d
Demmert: GOOGL CapEx "Justifiable," NVDA & ASML Key AI Hardware Stocks
Demmert calls Tesla a 'great company, not a great stock' due to its high valuation.
7d -3.4% ✓30d +9.2% ✗90d in 26d
Chris McMahon on 2H26 SPX Expectations & Bullish Outlook for MSFT, MU, SKHY
McMahon is bullish on AI memory stocks like SK Hynix.
7d -31.1% ✗30d -12.9% ✗90d in 26d
The Big 3: BABA, SPCX, SMCI
Don Kaufman warns against Super Micro due to controversies surrounding the company.
7d -15.9% ✓30d +21.9% ✗90d in 25d
The Big 3: BABA, SPCX, SMCI
Don Kaufman leans bearish on Alibaba after the stock's recent AI-led rally.
7d -1.3% ✓30d +2.4% ✗90d in 25d
Chris McMahon on 2H26 SPX Expectations & Bullish Outlook for MSFT, MU, SKHY
McMahon is bullish on AI memory stocks like Micron.
7d -23.0% ✗30d +0.8% ✓90d in 25d
Bull v. Bear: GEV Backlog Sees AI Support, Valuation Surge Raises Concern
Kevin Hincks says the bar is high on GE Vernova after a parabolic surge, raising valuation concerns into earnings.
7d -12.6% ✓30d -10.5% ✓90d in 24d
Ways GM Offers Bullish Catalyst for TXN Earnings & AI Trade Outlook
Kim Forrest says GM's earnings serve as a bullish indicator for Texas Instruments ahead of its report.
7d -4.9% ✗30d -8.4% ✗90d in 24d
Thatcher: GOOGL & TSLA Earnings to Reignite Mag 7 Bull Run, MSFT Undervalued
Thatcher says Tesla's Wednesday earnings offer an opportunity to reignite bullish Mag 7 momentum.
7d -18.9% ✗30d -8.9% ✗90d in 24d
The Big 3: VRT, BE, GOOGL
Inskip calls Bloom Energy a reliable energy aspect supporting the tech trade.
7d -26.3% ✗30d -10.5% ✗90d in 24d
Crude Oil Back to $100? Pricing Outlook as U.S.-Iran War Continues
Brian Kessens believes oil prices could exceed $100 per barrel soon.
7d -6.7% ✗30d +3.4% ✓90d in 24d
AMZN, GOOGL, MSFT Attractively Valued? David Bailin's AI Bull Case
Microsoft remains attractively valued as a hyperscaler with the AI buildout and adoption cycle still having room to run.
7d -3.3% ✗30d +20.4% ✓90d in 23d
AMZN, GOOGL, MSFT Attractively Valued? David Bailin's AI Bull Case
Amazon remains attractively valued as a hyperscaler with the AI buildout and adoption cycle still having room to run.
7d -7.4% ✗30d +6.3% ✓90d in 23d
How Recent Volatility is Impacting Oil Prices
The national average price of gasoline will reach $4 per gallon in the next three to six days.
7d -1.8% ✗30d -3.5% ✗90d in 21d
Tech Corner: DELL's Booming AI Server Business
Dell is one of the biggest beneficiaries of the AI infrastructure boom, with a growing AI server backlog and strong technical momentum after breaking out to new highs.
7d +12.0% ✓30d +25.9% ✓90d in 21d
Sopko: TSM Earnings "Promising" for AI Trade, Question Lies in Energy & Supply
TSMC's earnings are 'incredibly solid' and promising, with two-thirds of revenue from leading-edge AI chips showing strength, contingent on execution.
7d +1.3% ✓30d +8.2% ✓90d in 20d
Rebecca Walser Talks Mag 7 AI Spending Concerns & Sectors Benefitting from AI
CapEx concerns surrounding hyperscalers like Alphabet are driving the tech sector selloff.
7d -7.8% ✓30d -0.8% ✓90d in 20d
Nicholson: NBIS Best Positioned Against CRWD & APLD, Data Center Risks Remain
Nebius is the best-positioned data center/AI compute name with the least risk due to its lack of debt versus competitors like CoreWeave and Applied Digital.
7d +5.7% ✓30d +51.3% ✓90d in 20d
Jeff Weniger Outlines 2H26 Expectations for "Raging Bull Market
A 'raging bull market' continues, with earnings growth reaching 20% into 2027 and no red flags in the jobs market.
7d -0.6% ✗30d +3.9% ✓90d in 20d
Ad Engagement & Content Opportunities Offer Bullish Edge for NFLX
Ad engagement and new content formats give Netflix a bullish edge, and the company is on track to hit its $1 trillion goal by 2030.
7d +1.7% ✓30d +10.3% ✓90d in 20d
Tony Zhang on Hyperscaler Stock Slowdown, Options Trades in AMZN & BABA
Tony Zhang sees a similar bullish trend in Alibaba, though he calls his bullishness more speculative.
7d -2.9% ✗30d +6.2% ✓90d in 19d
The Big 3: GOOGL, TGT, IONQ
Jason Brown tilts bearish on IonQ, skeptical of quantum computing demand.
7d -2.9% ✓30d +33.5% ✗90d in 19d
The Big 3: GOOGL, TGT, IONQ
Jason Brown likes Target on its comeback story.
7d -4.1% ✗30d +8.5% ✓90d in 19d
UNH Rallies on Earnings, Question Marks in Health Insurers Remain
Daniel Rich sees rising medical costs — with insurance rate increases outpacing inflation — as an eventual crutch for UnitedHealth and health insurers despite the earnings-driven rally.
7d +0.0% ✗30d -6.6% ✓90d in 19d
Ca$htag$: NFLX Losing Steam in Streaming Space as PSKY, WBD & DIS See More Demand
Netflix consumer demand is lagging versus HBO Max, Paramount+ and Hulu, and rising streaming competition creates a 'new ball game' that has cost it momentum.
7d -7.3% ✓30d +2.3% ✗90d in 19d
The Big 3: LOW, COST, MSTR
Don Kaufman discusses his bearish setup in Strategy (MSTR).
7d +2.6% ✗30d -4.5% ✓90d in 18d
The Big 3: LOW, COST, MSTR
Don Kaufman sees Lowe's as well positioned if interest rates move lower.
7d -1.9% ✗30d +4.9% ✓90d in 18d
Bull v. Bear: GE Strength in BA Partnership, Brace for Some Earnings Turbulence
Tom White warns GE Aerospace's earnings report has potential to show signs of weakness.
7d -5.3% ✓30d +2.2% ✗90d in 18d
The Big 3: LOW, COST, MSTR
Don Kaufman views Costco as a defensive rotation play.
7d +1.2% ✓30d +5.0% ✓90d in 18d
Monday’s Final Takeaways: DIS Bullish Look & Oil Impacting Global Markets
Marley Kayden discusses Wells Fargo's bullish outlook on Walt Disney.
7d +0.3% ✓30d +9.3% ✓90d in 17d
The Big 3: MO, VLO, RTX
Aquiles Larrea, Jr. expects RTX to benefit from its diverse income streams and outperform.
7d +0.1% ✓30d +14.0% ✓90d in 17d
The Big 3: MO, VLO, RTX
Aquiles Larrea, Jr. expects Altria to outperform regardless of the economic environment, citing its longstanding durability amid volatility.
7d +4.0% ✓30d -7.2% ✗90d in 17d
Ca$htag$: Square & Cash App Offer Long-Term XYZ Earnings Strength
Andy Swan says Block is fairly priced short-term but expects substantial long-term momentum on earnings growth and strength at Square and Cash App.
7d +0.5% ✓30d +3.9% ✓90d in 17d
Tuesday's Morning Movers: SPCX New Bull, NVDA PT Hike, AAPL Downgrade
KeyBanc downgraded Apple to underweight on a tentative hardware demand downslide.
7d +4.1% ✗30d -3.0% ✓90d in 17d
Spark CEO on Crypto's Bearish Trends Turning Bullish, Roadblocks Still Ahead
Sam MacPherson says crypto is making a slow but stable recovery with institutional buying setting a firm foundation for bulls, and bearish trends are breaking out bullish.
7d +2.4% ✓30d -2.4% ✗90d in 17d
The Big 3: MO, VLO, RTX
Aquiles Larrea, Jr. sees Valero Energy benefiting from legacy and new electrical advancements and outperforming.
7d +4.4% ✓30d +14.2% ✓90d in 17d
Monday's Morning Movers: STX & WDC PT Hikes, AXP Upgrade, MGM Takeover Talks
JPMorgan upgraded American Express.
7d -0.7% ✗30d -2.9% ✗90d in 16d
Tech Corner: CRWD Riding the AI Cybersecurity Wave
CrowdStrike is benefiting from rising cloud security and AI threat-detection demand with strong earnings and accelerating growth, though valuation and competition are risks.
7d +5.6% ✓30d +19.8% ✓90d in 14d
Options Corner: TOL Upgrade Builds Up Bullish Foundation
Citigroup upgraded Toll Brothers and sees it outperforming in a K-shaped housing recovery.
7d +0.9% ✓30d +0.3% ✓90d in 13d
Seagate Upgraded as SK Hynix Enters U.S. Markets & STX Options Trade
Wells Fargo upgraded Seagate.
7d -13.5% ✗30d -12.0% ✗90d in 13d
Seagate Upgraded as SK Hynix Enters U.S. Markets & STX Options Trade
Wells Fargo raised its price target on Western Digital.
7d -18.1% ✗30d -24.8% ✗90d in 13d
The Big 3: MU, NVDA, BAC
Bohen finds Nvidia's current prices compelling following its pullback.
7d -3.9% ✗30d +3.1% ✓90d in 13d
The Big 3: UNH, KO, JNJ
Deming sees opportunity in Johnson & Johnson on the broadening-market theme.
7d -3.5% ✗30d +1.1% ✓90d in 12d
The Big 3: UNH, KO, JNJ
Dan Deming sees opportunity in UnitedHealth as the market broadens away from AI.
7d -1.9% ✗30d -5.3% ✗90d in 12d
Is GOOGL Still a Buy? Dave Alison's Bull Case in AI Stack & Earnings
Dave Alison makes a bull case for Alphabet, arguing its tech stack, cloud, and Gemini pave the way for stable growth.
7d -1.2% ✗30d -0.4% ✗90d in 12d
Mag 7 CapEx Offers AMD Opportunity, NVDA Competition Lingers
Melissa Otto sees AMD as one of the biggest beneficiaries of AI capex and expects upward revisions to data center revenue at earnings early next month.
7d -8.4% ✗30d -14.1% ✗90d in 12d
Tech "Bias to Upside" as AI Names from MU to SOX See Rampant Volatility
Nathan Peterson sees a bias to the upside in tech, citing names like MU and the SOX index.
7d -1.4% ✗30d -1.7% ✗90d in 11d
MSFT, GE & PANW: Finding Value in a Stock Picker's Market
Orr identifies Palo Alto Networks as a top cybersecurity play amid growing digital security demand.
7d +4.7% ✓30d +6.7% ✓90d in 10d
MSFT, GE & PANW: Finding Value in a Stock Picker's Market
Orr sets an ambitious upside target for GE Aerospace.
7d -3.6% ✗30d +2.1% ✓90d in 10d
Tuesday’s Morning Movers: META Upgrade, SHOP Buy Rating & FISV Seeks Sale
Bank of America reinstates Shopify with a buy rating and $150 price target.
7d +3.1% ✓30d +21.0% ✓90d in 10d
Options Corner: PFE Downgrade, Stock Slides Near 52-Week Low
Rick Ducat believes Pfizer shows signs of strength that set the stage for a rebound despite a recent downgrade.
7d +3.2% ✓30d +10.7% ✓90d in 9d
Monday’s Morning Movers: AMD & ASML PT Hikes, DDOG Downgrade
Bernstein downgraded Datadog.
7d +1.9% ✗30d +10.9% ✗90d in 9d
Jay Woods: Brace for Market Turbulence, Key Eye Out for Hidden Stock Gems
Jay Woods names Coca-Cola among his favorite stocks.
7d +1.6% ✓30d +4.7% ✓90d in 9d
Jay Woods: Brace for Market Turbulence, Key Eye Out for Hidden Stock Gems
Jay Woods names Biogen among his favorite stocks.
7d +0.3% ✓30d -0.9% ✗90d in 9d
Jay Woods: Brace for Market Turbulence, Key Eye Out for Hidden Stock Gems
Jay Woods names Citigroup among his favorite stocks.
7d -2.2% ✗30d -3.8% ✗90d in 9d
Jay Woods: Brace for Market Turbulence, Key Eye Out for Hidden Stock Gems
Jay Woods names Snowflake among his favorite stocks.
7d +2.5% ✓30d +20.9% ✓90d in 9d
MA & EBAY Options Trades & Ways Both Companies Signal Consumer Strength
Tony Zhang makes a bullish case for Mastercard, citing strong business fundamentals.
7d -2.8% ✗30d +6.0% ✓90d in 5d
MA & EBAY Options Trades & Ways Both Companies Signal Consumer Strength
Tony Zhang is bullish on eBay, saying it is quietly firing on all cylinders.
7d +2.2% ✓30d -6.7% ✗90d in 5d
The Big 3: CVS, SLV, PLTR
Don Kaufman says CVS Health's upside-driving potential is worth hopping on the train for.
7d -0.3% ✗30d +0.3% ✓90d in 4d
Struggle Street" for UBER: Peak Business Performance Sees GOOGL, TSLA Pressure
Thomas Martin says Uber is stuck on struggle street, with robotaxi competition from Waymo and Tesla adding outlook pressure.
7d +1.3% ✗30d -3.2% ✓90d in 4d
The Big 3: CAT, SPCX, JPM
He sees JPMorgan Chase's recent bounce as an opportunity.
7d +4.1% ✓30d +7.7% ✓90d in 3d
The Big 3: CAT, SPCX, JPM
Aquiles Larrea names Caterpillar a high-quality company with a decent dividend and an opportunity.
7d -11.7% ✗30d -23.9% ✗90d in 3d
Tiffany McGhee on Investing in Resilient Market, VRT Hidden AI Strength
Tiffany McGhee considers Eaton an unsung AI play to own.
7d +1.3% ✓30d -11.4% ✗90d in 2d
Tiffany McGhee on Investing in Resilient Market, VRT Hidden AI Strength
Tiffany McGhee considers Vertiv an unsung AI play to own.
7d +3.8% ✓30d -27.3% ✗90d in 2d
Thatcher: Why SPX Equal Weight Outperforms, MU & Samsung Critical in AI Trade
Ted Thatcher explains why the equal weight S&P 500 has been outperforming as participation broadens.
7d +0.9% ✓30d +1.3% ✓90d in 2d
Jay Woods on Expectations for Mag 7, MU, ADBE & SPX for Rest of 2026
Jay Woods sees a greater chance for the S&P 500 to drop to 7,000 before rallying to 8,000.
7d +1.3% ✗30d -1.7% ✓90d in 2d
Investors Need More than Clarity: Tyrone Ross, Jr. on Bitcoin's Rebound Path
Tyrone Ross sees uncertainty around the Clarity Act and rates keeping Bitcoin tethered just above $60,000, with burned retail investors a key headwind.
7d +6.8% ✗30d +7.3% ✗90d in 1d
AI Winners vs Losers: The Next Phase of AI
Ron Westfall says momentum among early AI leaders like Salesforce is shifting.
7d +4.9% ✗30d +9.9% ✗90d —
AI Winners vs Losers: The Next Phase of AI
Ron Westfall says momentum among early AI leaders like Adobe is shifting.
7d +5.6% ✗30d +15.2% ✗90d —
Tale of Two Chinas:" Hot AI Trade Meets Cooling Consumer Activity
Henry Greene points to cooling Chinese consumer activity and investors favoring South Korea over China.
7d +3.0% ✗30d +7.5% ✗90d +4.6% ✗
Tale of Two Chinas:" Hot AI Trade Meets Cooling Consumer Activity
Henry Greene says global investors are favoring South Korea over China.
7d -3.8% ✗30d -18.3% ✗90d -7.5% ✗
Mag 7 Sell-Off Creates Opportunity as MU & AI Chips Run Hot
David Katz favors TE Connectivity.
7d +1.2% ✓30d +5.0% ✓90d +8.5% ✓
Mag 7 Sell-Off Creates Opportunity as MU & AI Chips Run Hot
David Katz favors ADP.
7d +7.1% ✓30d +14.1% ✓90d +18.4% ✓
Mag 7 Sell-Off Creates Opportunity as MU & AI Chips Run Hot
David Katz favors Constellation Brands.
7d -10.7% ✗30d -11.3% ✗90d -21.3% ✗
Mag 7 Sell-Off Creates Opportunity as MU & AI Chips Run Hot
David Katz favors PepsiCo.
7d +1.3% ✓30d -1.1% ✗90d -8.4% ✗
Mag 7 Sell-Off Creates Opportunity as MU & AI Chips Run Hot
David Katz recommends trimming Micron and other semis.
7d -13.0% ✓30d -20.5% ✓90d -4.6% ✓
Don't Forget AVGO: Gil Luria's Bull Case Amid Post-Earnings Stock Slump
Gil Luria makes a bull case for Broadcom, calling it a company running on all cylinders that will ramp up its Alphabet partnership.
7d +2.4% ✓30d +5.0% ✓90d -3.8% ✗
Mag 7 Sell-Off Creates Opportunity as MU & AI Chips Run Hot
David Katz sees the Mag 7 sell-off as a buying opportunity in Apple.
7d +10.2% ✓30d +18.7% ✓90d +18.5% ✓
Sopko: AI's Memory Demand Expands MU Outlook, Likes ARM & QCOM
Sopko likes Arm as businesses turn to CPUs as a GPU alternative.
7d -6.0% ✗30d -27.6% ✗90d -7.2% ✗
Wednesday's Morning Movers: AMD PT Hike, TTWO New Bull, KBH Earnings
BTIG initiates coverage on Take-Two Interactive with a buy rating ahead of GTA VI's launch.
7d +6.2% ✓30d -1.8% ✗90d -12.5% ✗
Koenig: Software Valuation Reset Offers Opportunity, ZS Strong in Cybersecurity
Koenig calls Zscaler a well-positioned company in cybersecurity benefitting from the AI boom.
7d +15.1% ✓30d +11.8% ✓90d +68.5% ✓
The Big 3: CME, DASH, CAT
Don Kaufman turns to bearish trades in Caterpillar.
7d -0.3% ✓30d -10.5% ✓90d -18.2% ✓
The Big 3: CME, DASH, CAT
Don Kaufman turns to bearish trades in DoorDash.
7d +6.2% ✗30d -2.8% ✓90d +6.4% ✗
The Big 3: CME, DASH, CAT
Don Kaufman sees a 'rip your face off' rally in CME once bullish momentum grips the stock, and offers a bullish options trade.
7d -0.3% ✗30d +10.2% ✓90d +17.4% ✓
The Big 3: GEV, IBM, MSFT
Inskip names IBM a strong multi-faceted tech company and AI beneficiary.
7d +6.1% ✓30d -22.0% ✗90d -11.8% ✗
The Big 3: GEV, IBM, MSFT
Inskip sees GE Vernova as a key AI-trade beneficiary in the data center buildout with higher margins than competitors.
7d +13.5% ✓30d -0.4% ✗90d -8.6% ✗
ASML, AMAT, KLAC & LRCX Get PT Hikes as Analysts Turn Bullish on AI Manufacturers
Wells Fargo hikes its price target on Lam Research.
7d +0.3% ✓30d -22.0% ✗90d -26.2% ✗
Gibbens: AMD Holds Its Own Against NVDA, SPCX & Other IPOs Benefit GS
Gibbens points to Goldman Sachs as a beneficiary of the booming IPO market.
7d -7.8% ✗30d -0.7% ✗90d -12.9% ✗
Gibbens: AMD Holds Its Own Against NVDA, SPCX & Other IPOs Benefit GS
Gibbens expects Credo Technology to gain traction after an Evercore ISI outperform rating.
7d -18.8% ✗30d -24.5% ✗90d -38.1% ✗
Space Stocks Beyond SPCX: RKLB & ASTS Lead "Niche" Trade Gaining Traction
Lloyd picks AST Spacemobile, which he sees taking market share back from SpaceX.
7d +18.6% ✓30d -15.4% ✗90d -15.4% ✗
ASML, AMAT, KLAC & LRCX Get PT Hikes as Analysts Turn Bullish on AI Manufacturers
Wells Fargo hikes its price target on Applied Materials.
7d +8.5% ✓30d -13.5% ✗90d -27.4% ✗
ASML, AMAT, KLAC & LRCX Get PT Hikes as Analysts Turn Bullish on AI Manufacturers
Wells Fargo hikes its price target on ASML as analysts turn bullish on AI manufacturers.
7d -2.4% ✗30d -6.6% ✗90d -11.2% ✗
META's Path to $800: Jason Ware Sees Bull Case in AI ROI as CapEx Grows
Jason Ware believes Meta is undervalued and sees an $800 price target.
7d -0.2% ✗30d +11.2% ✓90d +31.6% ✓
Space Stocks Beyond SPCX: RKLB & ASTS Lead "Niche" Trade Gaining Traction
Guilfoyle likes Rocket Lab and sees plenty of upside despite the stock's fall from all-time highs.
7d -2.3% ✗30d -30.4% ✗90d -30.3% ✗
Ca$htag$: RDDT Seeks to Close Ad Gap with META, AI Licensing Offers Opportunity
Brantley is less bullish heading into Reddit's current quarter earnings due to a slight deceleration in ad revenue.
7d -9.7% ✓30d +3.8% ✗90d -9.9% ✓
Options Corner: Analyst Hikes ANET Price Target, Stock Near Record Highs
KeyBanc raises its Arista Networks price target to $200 with an overweight rating; Horner sees strength in bullish trends off lifted long-term support.
7d -2.5% ✗30d -0.2% ✗90d +16.4% ✓
The Big 3: HUM, BAC, MSFT
Kaufman sees Bank of America as a bullish opportunity into all-time high territory.
7d +2.1% ✓30d +8.4% ✓90d +5.8% ✓
The Big 3: HUM, BAC, MSFT
Kaufman points to Humana as a great bearish opportunity in the weeks to come.
7d -0.1% ✓30d +10.8% ✗90d +9.8% ✗
NVDA, INTC & QCOM: Foundational AI Stocks Ivan Feinseth Favors
Feinseth expects Qualcomm to play a much larger role in on-device AI.
7d -7.3% ✗30d -19.3% ✗90d -11.3% ✗
The Big 3: HUM, BAC, MSFT
Kaufman says Microsoft can't shake bearish trends.
7d -3.5% ✓30d +3.9% ✗90d +31.4% ✗
Ted Weisberg on UAL, CP & Stocks to Watch Amid U.S.-Iran Peace Deal Talks
Weisberg tells investors to hold United Airlines (UAL) long-term as a strength area in transports.
7d +2.6% ✓30d +0.3% ✓90d -8.1% ✗
Ghabour: U.S.-Iran Memorandum Lifts Dark Cloud Over Stock Market
With the dark cloud lifting and oil falling, Ghabour sees a good outlook for stocks into the summer.
7d -2.0% ✗30d +0.3% ✓90d +1.7% ✓
Hayes: Give "Unmagnificent 493" More Attention as AI Enters "Fifth Inning
Hayes names Hormel Foods (HRL) as a stock pick.
7d +0.3% ✓30d +5.5% ✓90d -14.0% ✗
Big Moves: GOOGL, RKLB, KLAC
KLA Corp. is gaining more interest as shares hit an all-time high.
7d +3.0% ✓30d -7.6% ✗90d -28.7% ✗
The Big 3: AMZN, CLSK, CRWV
Moon likes CoreWeave for its recent inclusion in the Nasdaq-100.
7d -9.7% ✗30d -37.7% ✗90d -29.1% ✗
Ghabour: U.S.-Iran Memorandum Lifts Dark Cloud Over Stock Market
Ghabour expects inflationary pressure to ease and oil prices to trickle down as the U.S. and Iran pursue a memorandum reopening the Strait of Hormuz.
7d -3.7% ✓30d +3.8% ✗90d +33.3% ✗
The Big 3: AMZN, CLSK, CRWV
Charles Moon likes Amazon for its recent rebound rally.
7d -4.8% ✗30d +1.6% ✓90d +3.1% ✓
Tyler Herriage Sees Inflation "Much Lower," Tech Dips Getting Bought, $6,000 Gold
Herriage expects the 10-year yield to fall below 4% as inflation moves much lower.
7d +0.9% ✗30d +1.7% ✗90d +11.0% ✗
How LLY Overtook NVO in GLP-1 Space & Offering LLY Options Trade
Zari says Novo Nordisk is lagging Eli Lilly in GLP-1 and healthcare offerings.
7d +4.5% ✗30d +15.1% ✗90d +0.2% ✗
The Big 3: DASH, IBM, MA
Bauer says consumer pressures could hit Mastercard.
7d -1.3% ✓30d +9.3% ✗90d +17.3% ✗
The Big 3: DASH, IBM, MA
Bauer points to DoorDash's outperformance as a reason to watch/trade the name bullishly.
7d +2.4% ✓30d +13.1% ✓90d +21.1% ✓
Yields Resilient Despite U.S.-Iran Peace Hopes & What it Means for Fed
Martin makes the case that yields will stay in the upper end of a new trading range due to geopolitical factors.
7d +0.9% ✓30d +1.7% ✓90d +11.0% ✓
How LLY Overtook NVO in GLP-1 Space & Offering LLY Options Trade
Zari calls Eli Lilly the clear winner of the GLP-1 race over Novo Nordisk.
7d -2.4% ✗30d +2.4% ✓90d +0.9% ✓
NVDA & MSFT Buys After Pullback, Fog Clears on Interest Rate Outlook
Thatcher sees substantial upside in Microsoft after it was beaten down in the SaaS-pocalypse.
7d -8.1% ✗30d -1.0% ✗90d +26.7% ✓
INTC Growing Role in AI Buildout Through Hyperscalers, Inference & CPUs
Burke says now is the time for tech and Intel has a growing role in the AI buildout as a foundry alternative and inference/CPU supplier.
7d +10.2% ✓30d -19.4% ✗90d -24.0% ✗
America's Gold and Silver (USAS) CEO on Metal "Buy Opportunity" Amid AI Race
Huet calls silver a buy opportunity, citing AI infrastructure demand.
7d -6.5% ✗30d -17.7% ✗90d -7.9% ✗
America's Gold and Silver (USAS) CEO on Metal "Buy Opportunity" Amid AI Race
Huet calls gold a buy opportunity alongside silver.
7d -3.4% ✗30d -8.0% ✗90d +1.3% ✓
The Big 3: AMAT, SNDK, VELO
Bohen likes Velo3D for its unsung reach across several industries.
7d -4.7% ✗30d -52.7% ✗90d -59.1% ✗
Tuttle: Brace for Months of Elevated Oil Prices, Stock Picks in RKLB, OXY & SEDG
Tuttle names Occidental Petroleum as a stock pick and remains a buyer of oil stocks.
7d -8.0% ✗30d -3.1% ✗90d +8.7% ✓
Rebecca Walser on Navigating AI CapEx, Tech Winners & RDDT Room to Ru
Walser likes Reddit for its LLM ties and robust balance sheet, seeing room to run.
7d +5.1% ✓30d +23.9% ✓90d -4.2% ✗
MU Starting AI Memory "Supercycle?" Outlining Risk in Supply & Demand Picture
SK Hynix named as an international winner to watch in the AI memory trade.
7d +28.6% ✓30d -14.2% ✗90d -13.8% ✗
Tuttle: Brace for Months of Elevated Oil Prices, Stock Picks in RKLB, OXY & SEDG
Tuttle sees oil headwinds lasting for months, keeping prices elevated.
7d -11.8% ✗30d -7.9% ✗90d +20.7% ✓
The Big 3: AMAT, SNDK, VELO
Bohen likes SanDisk for its strength in AI memory demand.
7d +14.8% ✓30d -15.5% ✗90d -14.5% ✗
Brian Mulberry Talks AAPL Siri Upgrade, MU "Buy Opportunity" & EME AI Role
Emcor will see significant upside due to its role in the AI buildout.
7d +3.1% ✓30d -5.8% ✗90d -7.0% ✗
The Big 3: MU, VLO, BRUN
Bauer likes Boost Run as a top trade for its steady stock movement.
7d +21.4% ✓30d -15.1% ✗90d -42.6% ✗
The Big 3: MU, VLO, BRUN
Bauer likes Valero as a top trade for its respectable trading range.
7d -7.5% ✗30d +15.7% ✓90d +52.8% ✓
MU, GOOGL, LLY & Other Stocks Andrew Arons is Watching This Summer
Micron has much more room to run on robust AI memory demand.
7d +13.9% ✓30d -5.9% ✗90d +3.2% ✓
Detrick: Stay Overweight in Equities, Job Market Adds Economic Muscle
Detrick stays overweight equities relative to bonds as the labor market improves.
7d +2.1% ✓30d +4.2% ✓90d +5.6% ✓
Market's All Focused on Tech: Jay Woods on AI Sell-Off & Fed's Inflation Pains
Tech pullback will bring the Nasdaq 100 down.
7d +4.1% ✗30d +4.6% ✗90d +3.5% ✗
Options Corner: ORCL Seeks Stock Rebound After Earnings
Oracle showing a 'fast resurgence' in momentum heading into earnings, seeking a stock rebound.
7d -8.8% ✗30d -29.9% ✗90d -19.0% ✗
The Big 3: TOL, DAL, MS
Morgan Stanley faces a 'rough ride' ahead with massive IPOs debuting this year.
7d +8.9% ✗30d +7.6% ✗90d +5.2% ✗
The Big 3: TOL, DAL, MS
Bearish trade on Delta due to its 'catch-22' situation.
7d +7.6% ✗30d +14.6% ✗90d +3.5% ✗
The Big 3: TOL, DAL, MS
Toll Brothers is an outperformer due for a pullback; bearish options trade.
7d +7.8% ✗30d +7.8% ✗90d -1.6% ✓
Ca$htag$: COIN Gains Market Share in Bearish Crypto Regime
Coinbase faces downward price action as a Bitcoin proxy in a bearish crypto regime, with declining year-over-year platform visits.
7d +7.1% ✗30d +3.3% ✗90d +16.2% ✗
The Big 3: SIEGY, PLTR, CEG
Joe Tigay likes Siemens (SIEGY) as an opportunity utilizing drone technology.
7d +3.3% ✓30d +3.6% ✓90d +2.3% ✓
Buy the Dip" in Tech Sell-Off, Except AAPL
Apple (AAPL) is not seeing 'buy the dip' activity, with WWDC 2026 not offering enough for investors to get excited about.
7d +3.0% ✗30d +8.8% ✗90d +8.9% ✗
The Big 3: AAPL, ORCL, NVDA
Nvidia's expanding AI ecosystem signals the tech trade is not slowing down.
7d -0.4% ✗30d -2.6% ✗90d +8.4% ✓
Tim Draper on Finding Entrepreneurs, Missed IPOs & AI Winners
Tim Draper sees opportunity in Bitcoin, from individual investors to governments.
7d +5.1% ✓30d -1.3% ✗90d +27.4% ✓
Dryden Pence on GOOGL "Dominant" AI Position, META "Behind," MSFT Still Strong
Dryden Pence likes Alphabet's investment toward the future, capturing a 'dominant' position in the AI market.
7d +1.7% ✓30d -0.4% ✗90d -6.8% ✗
The Big 3: SIEGY, PLTR, CEG
Joe Tigay likes Palantir (PLTR) due to its strong stock rebound potential.
7d -1.3% ✗30d -3.1% ✗90d +24.8% ✓
Dryden Pence on GOOGL "Dominant" AI Position, META "Behind," MSFT Still Strong
Meta Platforms is 'behind' on AI developments, with shares moving below $600.
7d +1.5% ✗30d +3.1% ✗90d +4.9% ✗
Chart of the Day: AMD Breaking Out of "Bearish Regime
Rachel Dashiell sees bullish momentum forming in AMD as it breaks out of a 'bearish regime.'
7d +11.6% ✓30d +5.5% ✓90d +3.1% ✓
Tech Corner: Will MRVL Become Next $1T Company?
George Tsilis says Marvell is in great positioning as its business sits in many parts of the evolving AI trade (echoing Huang's next $1T company call).
7d +6.9% ✓30d -13.7% ✗90d -22.6% ✗
Samsung "Good Ways to Go from Here?" Molly Pieroni's AI Memory Bull Case
Molly Pieroni likes PayPal (PYPL) as a strong contender to take market share in fintech.
7d -3.5% ✗30d +5.5% ✓90d +27.9% ✓
Samsung "Good Ways to Go from Here?" Molly Pieroni's AI Memory Bull Case
Molly Pieroni argues Samsung has 'good ways to go from here' given its ties to the AI memory trade.
7d -14.9% ✗30d -9.4% ✗90d -28.7% ✗
Rob Thummel on U.S. Opportunity in Oil Headwinds, Picks in VST, LNG & WMB
Rob Thummel likes Vistra as an equity pick.
7d -9.9% ✗30d +2.4% ✓90d -10.1% ✗
Ryan Kelly on MSFT & CRM Rebound, TSM & MU "Essential" Hardware Stocks
Kelly believes Nucor will benefit both inside and outside of the AI trade.
7d -2.8% ✗30d -12.9% ✗90d -2.0% ✗
Options Corner: PANW Shares Hit Repeat Records into Earnings
Rick Ducat warns PANW's vertical rally into earnings may open the door to shares pulling back to find new support.
7d -12.3% ✓30d +17.1% ✗90d +28.6% ✗
Eddie Ghabour Warns of Summer Market Correction, Small Caps at Risk
Ghabour identifies small-cap stocks as one of the most vulnerable areas in a summer market correction.
7d -2.3% ✓30d +2.3% ✗90d +1.0% ✗
Phil Palumbo on PANW & CRWD Outlook, MSFT & UBER Bull Cases
Palumbo lists Uber as a cheap tech stock to own.
7d -1.7% ✗30d +3.9% ✓90d +5.6% ✓
Phil Palumbo on PANW & CRWD Outlook, MSFT & UBER Bull Cases
Phil Palumbo is comfortable with PANW's expanding valuation given a strong cybersecurity outlook and would buy any correction.
7d -12.3% ✗30d +17.1% ✓90d +28.6% ✓
Options Corner: ARM Rockets to Record Highs
Rick Ducat expresses caution on Arm's vertical rally and flags a potential reversal.
7d -15.3% ✓30d -17.5% ✓90d -40.8% ✓
Dan O'Brien on HPE Earnings: AI & Industry Scarcity to Drive Profits
Dan O'Brien expects strong earnings results from HPE driven by AI demand and industry scarcity.
7d +6.1% ✓30d -6.2% ✗90d +11.5% ✓
Tech Market leadership in First Inning of a Long Cycle?
Dickens points to continued strong performance from Lenovo.
7d -2.7% ✗30d -8.8% ✗90d +20.6% ✓
Jay Woods on Stock Market's "Run for the Ages" & Finding Quantum's "Floor
Woods highlights transportation stocks setting up a potential rebound rally.
7d +1.0% ✓30d +4.8% ✓90d +3.3% ✓
Global EV Market Breakdown: TSLA, LI & XPEV Outlook
Tu Le says XPeng may be ahead of Tesla on new tech initiatives despite a rough first quarter.
7d -3.0% ✗30d -22.2% ✗90d -31.1% ✗
Cook: Stock Market Tied to U.S.-Iran Conflict, XOM Will "Take Out Previous Highs
Ben Cook likes Williams Companies due to catalysts beyond crude oil prices.
7d +0.8% ✓30d +5.9% ✓90d +4.7% ✓
Cook: Stock Market Tied to U.S.-Iran Conflict, XOM Will "Take Out Previous Highs
Ben Cook says XOM will take out previous highs as a key beneficiary of geopolitical volatility.
7d +3.2% ✓30d -6.3% ✗90d +8.4% ✓
Global EV Market Breakdown: TSLA, LI & XPEV Outlook
Tu Le says rising oil and diesel prices could become a big tailwind for Tesla in 2026.
7d -10.3% ✗30d -5.5% ✗90d -18.6% ✗
Dan Ives on SNOW, PLTR, CRM Software Leadership & Mag 7 ROI from AI
Ives expects Salesforce's Agentforce platform to benefit the company long-term.
7d +7.1% ✓30d -10.1% ✗90d +17.0% ✓
Dan Ives on SNOW, PLTR, CRM Software Leadership & Mag 7 ROI from AI
Dan Ives' firm has a $280 price target on Snowflake, citing its data moat.
7d +2.1% ✓30d +5.2% ✓90d +31.8% ✓
SOX Tilts Bearish, U.S.-Iran "Sell the News" Concerns & GOP's Midterm Headwinds
Nate Peterson says technicals are turning bearish in semiconductor names / the SOX tilts bearish.
7d +9.6% ✗30d +4.0% ✗90d -8.8% ✓
The Big 3: LLY, RACE, TGT
Don Kaufman is bearish on Target as inflation runs hot.
7d -2.8% ✓30d +9.4% ✗90d +28.4% ✗
The Big 3: LLY, RACE, TGT
Don Kaufman leans bearish on Ferrari following earnings and its new EV announcement.
7d +3.4% ✗30d +10.5% ✗90d +26.6% ✗
Ca$htag$: CRM Demand Cracks? Salesforce Weighs AI Hype v. Rising Costs
Landon Swan flags weakening Salesforce demand trends and warns AI could accelerate downside pressure.
7d +7.4% ✗30d -10.5% ✓90d +16.2% ✗
Andy Baehr on Bitcoin Exposure, BESO ETF & Why Solana Has More Upside
Andy Baehr says Solana still has significant room to grow / more upside.
7d -11.3% ✗30d -19.2% ✗90d +17.9% ✓
Small: Mag 7 Remains Reliable as AI Trade Expands, Energy Crucial in Buildout
Jeffrey Small points to Bloom Energy as a beneficiary of AI infrastructure buildout.
7d +0.1% ✓30d +2.2% ✓90d -32.5% ✗
Small: Mag 7 Remains Reliable as AI Trade Expands, Energy Crucial in Buildout
Jeffrey Small points to Eaton as a beneficiary of AI infrastructure buildout.
7d +3.6% ✓30d +4.2% ✓90d +1.6% ✓
James Demmert Sees 8,100 SPX in 2026, Favors NVDA & AAPL in Mag 7
James Demmert predicts the Dow Jones Industrial Average will double by 2030.
7d +0.9% ✓30d +2.2% ✓90d +4.3% ✓
WDAY Margins Stand Out in Earnings, Company Fends Off AI Concerns
Alex Coffey says Workday's strong margins and conservative-but-stable guidance offer room for shares to rally.
7d +14.1% ✓30d -11.8% ✗90d +54.0% ✓
AMAT, ASTS, SHEN & Emerging Opportunities Beyond Mega Caps
Brian Macauley highlights Altus Group Limited as an opportunity.
7d +0.5% ✓30d +4.0% ✓90d +10.7% ✓
The Big 3: NKE, CVS, CSCO
Don Kaufman has a bearish outlook on CVS Health.
7d -1.3% ✓30d +8.6% ✗90d +2.4% ✗
The Big 3: NKE, CVS, CSCO
Don Kaufman is bullish on Nike, using a bullish call spread.
7d +4.0% ✓30d -1.4% ✗90d -8.5% ✗
AMAT, ASTS, SHEN & Emerging Opportunities Beyond Mega Caps
Brian Macauley flags AST SpaceMobile as an emerging play.
7d +44.7% ✓30d -18.3% ✗90d -25.1% ✗
Dave Sekera on AI's Parabolic Run, Rotation to Value & Undervalued Sectors
Labels the memory trade overvalued, pointing to SanDisk as an example.
7d +14.2% ✗30d +63.3% ✗90d +16.8% ✗
Dave Sekera on AI's Parabolic Run, Rotation to Value & Undervalued Sectors
Labels the memory trade overvalued, pointing to Micron as an example.
7d +26.8% ✗30d +65.5% ✗90d +28.5% ✗
Clarity Act & Lowering Mining Costs: Key Bull Catalysts for Bitcoin
Jim Ferraioli says Bitcoin needs a fundamental catalyst to break heavy resistance around $82,000, with mining costs a key headwind — implying it stalls absent that catalyst.
7d -4.0% ✓30d -18.0% ✓90d -16.5% ✓
Charts to Watch: SPX Pulls Back, TSN Surges & GTLB Downtrend
Highlights Tyson Foods as a 2026 winner after a 13% breakout.
7d -1.6% ✗30d -15.5% ✗90d -10.7% ✗
Moser: Stay Defensive After Big Tech Rally, Likes Small Caps & RIVN Long-Term
Likes small caps as a long-term play.
7d +6.4% ✓30d +8.5% ✓90d +11.6% ✓
Moser: Stay Defensive After Big Tech Rally, Likes Small Caps & RIVN Long-Term
Likes Rivian as a long-term play.
7d +11.6% ✓30d +28.1% ✓90d +15.3% ✓
Justin Bergner Picks GOOGL & AMZN as AI Optimism Meets Reality
Sees upside in Merck despite near-term concerns.
7d +4.8% ✓30d +0.4% ✓90d +19.9% ✓
The Big 3: META, CAT, DDOG
Points to DDOG as a key AI growth name to watch.
7d +4.0% ✓30d +3.6% ✓90d +14.9% ✓
How Hardware & Software Show Two Sides of Same AI Growth Story
Patient investors could still see new highs in semiconductors later this year as the AI growth story remains intact.
7d +10.7% ✓30d +21.3% ✓90d +9.2% ✓
Charts to Watch: SPX Pulls Back, TSN Surges & GTLB Downtrend
Eyes GitLab after shares broke their downtrend on software sector strength.
7d +5.1% ✓30d +4.3% ✓90d +59.2% ✓
TGT Under Pressure? Metrics to Watch in Turnaround Story
Target's turnaround is intact with over $100B in annual revenue and store expansion offering more room for growth.
7d -1.4% ✗30d +2.8% ✓90d +19.6% ✓
Why Kevin Mahn Created "AIR 7:" NVDA, GOOGL, MU & TSM Included
Includes VRT in his 'AIR 7' AI-revolution-related stocks.
7d +0.4% ✓30d +3.3% ✓90d -9.3% ✗
The Big 3: META, CAT, DDOG
Top trade; CAT is becoming tied to the AI and AI data center buildout story.
7d +5.6% ✓30d +14.6% ✓90d +2.7% ✓
Dale Smothers Sees 8,000 SPX Amid Headwinds, Likes MU, ORCL & RKLB
Names Rocket Lab as one of his top stock picks.
7d +12.5% ✓30d -15.8% ✗90d -35.5% ✗
Welch: Tailwinds Turn to Headwinds, Tech Moves from "AI Enablers" to "AI Users
Expects a ramp in volatility, though no bear market.
7d -6.9% ✗30d +3.5% ✓90d -14.8% ✗
Iran's Macro Wild Card: Global Stocks See Headwinds Amid Sticky Inflation
A global bond sell-off will lead to headwinds for international stocks.
7d +3.1% ✗30d +3.1% ✗90d +5.7% ✗
Industrial Semiconductor Outlook: ADI, AI Boom & Earnings Ahead
ADI is essential to modern digital infrastructure despite near-term challenges.
7d +0.3% ✓30d -0.7% ✗90d -6.5% ✗
Industrial Semiconductor Outlook: ADI, AI Boom & Earnings Ahead
Highlights strong data-driven growth at Texas Instruments.
7d +8.1% ✓30d +0.4% ✓90d -5.4% ✗
Dan Ahrens on Pot Stock Outlook & MSOS ETF After Reclassification
Sees catalysts this summer and upside in marijuana-tied stocks following reclassification.
7d +1.8% ✓30d +0.2% ✓90d -1.6% ✗
Dan Ahrens on Pot Stock Outlook & MSOS ETF After Reclassification
Expects upside in marijuana-tied stocks on reclassification catalysts this summer, discussed via the MSOS ETF.
7d +1.5% ✓30d +4.8% ✓90d -1.5% ✗
How NVDA, TSM & AVGO Continue Adding AI Muscle as IGV Recovers
Software is showing signs of recovery through the IGV ETF.
7d +1.3% ✓30d -0.2% ✗90d +12.1% ✓
How NVDA, TSM & AVGO Continue Adding AI Muscle as IGV Recovers
AI demand continues to support TSMC.
7d +4.1% ✓30d +11.7% ✓90d +7.9% ✓
Mag 7 Still Dominates: Ways MSFT, GOOGL, AMZN & AAPL Will Add Momentum
Tesla is the one Mag 7 name that gives him pause.
7d +5.8% ✗30d +0.3% ✗90d -16.5% ✓
Clock Ticking on Buy Now, Pay Later Stocks as KLAR Rallies?
David Trainer argues buy now, pay later names like Klarna still face major business model concerns.
7d +9.2% ✗30d +16.0% ✗90d +36.3% ✗
Serve Robotics (SERV) CEO on Y/Y Revenue Surge & Future of AI Robots
CEO says AI robot capabilities will keep improving with hospitals and healthcare as major long-term opportunities.
7d +5.6% ✓30d -12.4% ✗90d -40.1% ✗
Cory Johnson on NVDA Earnings Expectations, CBRS & China Wild Cards
Lack of Nvidia's presence in China will drive Chinese innovation, a future headwind for the company.
7d -4.4% ✓30d -5.6% ✓90d +0.1% ✗
Clarity Act's Path to "Re-Empowering" Financial Space & Crypto Industry
The Clarity Act will be bullish for Ethereum, not just Bitcoin.
7d -7.1% ✗30d -22.4% ✗90d -15.3% ✗
Analyst Upgrades ANET, Points to AI Demand, META & MSFT in Bull Case
Raymond James upgraded ANET to outperform on AI growth trends and demand from META and MSFT.
7d +8.5% ✓30d +19.1% ✓90d +43.4% ✓
The Big 3: F, GLW, AVGO
Ford has a potential breakout setup.
7d -5.6% ✗30d +2.0% ✓90d -3.5% ✗
Michael Landsberg on AI Beyond NVDA, Stock Picks in CSCO, CRWD & V
Rolls Royce is a pick on Landsberg's watch list.
7d +0.9% ✓30d +13.5% ✓90d +29.1% ✓
The Big 3: F, GLW, AVGO
Corning has a strong AI-driven growth story.
7d -7.9% ✗30d -9.7% ✗90d -19.5% ✗
Michael Landsberg on AI Beyond NVDA, Stock Picks in CSCO, CRWD & V
CrowdStrike is a pick on Landsberg's watch list.
7d +11.8% ✓30d +19.5% ✓90d +53.0% ✓
AMAT & Role in AI Boom, Offering Options Trade into Earnings
AMAT could continue riding the AI-driven tech rally, though China export risks remain a concern.
7d -2.9% ✗30d +33.1% ✓90d +24.6% ✓
Michael Landsberg on AI Beyond NVDA, Stock Picks in CSCO, CRWD & V
Visa is a pick on Landsberg's watch list.
7d +2.7% ✓30d +0.4% ✓90d +11.7% ✓
Charts to Watch: SPX All-Time High, CIFR & LLY Breakouts
Notable technical breakout setup in CIFR.
7d -8.3% ✗30d +15.3% ✓90d -19.0% ✗
BABA Stock Surges on AI Demand Despite Mixed Earnings
Despite mixed earnings, cloud strength and rising AI demand are strengths driving BABA's surge.
7d -7.8% ✗30d -21.9% ✗90d -11.5% ✗
Wednesday's Morning Movers: COHR Record High, AMD Downgrade & OKLO Earnings
Coherent hits an all-time high after Bank of America raised its price target.
7d -11.2% ✗30d -4.6% ✗90d -18.6% ✗
Charts to Watch: SPX All-Time High, CIFR & LLY Breakouts
Notable technical breakout setup in LLY.
7d +0.5% ✓30d +11.7% ✓90d +19.8% ✓
Ca$htag$: AAPL Hits Record High as AI Optimism Grows
Apple hits a record high with strong iPhone demand, services outperformance and AI optimism.
7d +1.1% ✓30d -2.6% ✗90d +2.1% ✓
CEG Earnings Show Breakout Opportunities for AI & Energy
Mish Schneider sees bullish potential and a breakout opportunity in CEG; Joe Rinaldi is enamored by the stock.
7d -11.1% ✗30d -15.8% ✗90d -7.8% ✗
The Big 3: ACGL, FIX, MSCI
She likes MSCI as it highlights record recurring subscriptions.
7d -0.2% ✗30d +2.6% ✓90d -2.8% ✗
Brian Mulberry's Mag 7 Circular Financing Concerns & Picks in MSFT, AVGO & DELL
Brian Mulberry picks Dell Technologies (DELL) as a top stock.
7d -1.5% ✗30d +63.8% ✓90d +92.0% ✓
Monday's Final Takeaways: Oil Prices & South Korea Stocks
JPMorgan thinks there's room to run for South Korea stocks.
7d -2.5% ✗30d +11.5% ✓90d -8.6% ✗
Brian Mulberry's Mag 7 Circular Financing Concerns & Picks in MSFT, AVGO & DELL
Brian Mulberry picks Broadcom (AVGO) as a top stock.
7d -2.0% ✗30d -8.0% ✗90d +0.9% ✓
10% Stock Market Pullback Normal? Parabolic Rise Sets High Bar Ahead
Nathan Peterson says a 10% pullback in stocks would be normal after the parabolic climb and warns momentum could snap like a rubber band.
7d -0.6% ✓30d -0.1% ✓90d +4.8% ✗
Inflation Could Keep Rates Higher for Longer
Cooper Howard says yields may stay elevated after the April CPI report, with the Fed likely staying on hold.
7d -2.3% ✓30d -0.4% ✓90d -3.0% ✓
The Big 3: ARM, RMBS & SOUN
She likes SoundHound AI (SOUN) as it tests its moving averages.
7d -1.2% ✗30d -20.1% ✗90d -11.7% ✗
The Big 3: ARM, RMBS & SOUN
She says Rambus (RMBS) is strong technically and fundamentally.
7d -8.0% ✗30d +2.7% ✓90d -28.7% ✗
KG Analyzes Silver's Latest Breakout & Crude Oil's Creep Higher
Kevin Green highlights silver making a technical breakout Monday.
7d -9.8% ✗30d -24.4% ✗90d -23.8% ✗
The Big 3: ARM, RMBS & SOUN
Tammy Marshall points to moving averages in ARM signaling bullish momentum.
7d +1.2% ✓30d +44.6% ✓90d +26.0% ✓
Jay Woods Sees "Imminent" Pullback, Eyes MSFT, META & CSCO
Jay Woods sees a pullback coming for Intel (INTC).
7d -16.4% ✓30d -17.3% ✓90d -24.7% ✓
Jay Woods Sees "Imminent" Pullback, Eyes MSFT, META & CSCO
Jay Woods believes Cisco (CSCO) can outperform after earnings.
7d +20.4% ✓30d +20.3% ✓90d +24.6% ✓
KG Analyzes Silver's Latest Breakout & Crude Oil's Creep Higher
KG discusses crude oil creeping higher and highlights potential for a blow-off top move.
7d +10.8% ✓30d -8.2% ✗90d -16.3% ✗
Jay Woods Sees "Imminent" Pullback, Eyes MSFT, META & CSCO
Jay Woods has his eyes on beaten down tech giant Microsoft (MSFT).
7d +2.6% ✓30d -3.5% ✗90d +22.9% ✓
Jay Woods Sees "Imminent" Pullback, Eyes MSFT, META & CSCO
Jay Woods has his eyes on beaten down tech giant Meta Platforms (META).
7d +2.1% ✓30d -4.7% ✗90d -0.6% ✗
Inside Out: Housing Market Fears Abating?
Alex Barron believes the bottom of the housing market is here as the fear factor fades and summer selling season ramps up.
7d -7.0% ✗30d -0.5% ✗90d +6.1% ✓
Dickens: Why You Should Care about Secondary AI Names
Dickens identifies IBM as an underappreciated secondary AI name / hidden gem.
7d -4.5% ✗30d +22.2% ✓90d +1.6% ✓
Dickens: Why You Should Care about Secondary AI Names
Dickens identifies Palantir as an AI name that has stood out to him.
7d -2.8% ✗30d -1.0% ✗90d +13.2% ✓
Dickens: Why You Should Care about Secondary AI Names
Dickens identifies Amazon as an underappreciated player in the AI investment theme.
7d -3.1% ✗30d -10.1% ✗90d -0.1% ✗
Market Rally Holding Strong: ARM, DASH & APP Earnings Breakdown
KG flags AppLovin as at potential risk of being cannibalized by AI.
7d -2.8% ✓30d +13.0% ✗90d -16.3% ✓
Why Flat VIX Could be Bullish: Stocks Near Highs & Reacting to ARM, FTNT, DDOG Earnings
KG calls Fortinet's report a really good report as it jumps on raised guidance.
7d +12.9% ✓30d +32.5% ✓90d +52.0% ✓
Woods: Caution on Memory Stocks & Why NVDA Still Reigns
Jay Woods cautions some memory names may have gone parabolic and suggests watching for a pause in price activity.
7d +7.1% ✗30d +10.8% ✗90d +5.5% ✗
CRWV: AI Boom Could Drive Massive Growth
Danielle Shay and Brendan Burke say the outlook for CoreWeave looks bullish, with revenue potentially tripling as the stock moves higher.
7d -11.3% ✗30d -20.5% ✗90d -30.2% ✗
Tony Zhang's Example Options Trades in IWM & ORCL
Tony Zhang explains why strong earnings and AI-driven tech will continue to lead stocks higher.
7d +2.2% ✓30d +0.9% ✓90d +5.3% ✓
Tony Zhang's Example Options Trades in IWM & ORCL
Tony Zhang says Oracle stands out as a compelling AI infrastructure trade with an attractive options setup.
7d +0.5% ✓30d +8.8% ✓90d -25.5% ✗
Woods: Caution on Memory Stocks & Why NVDA Still Reigns
Jay Woods says he would never sell NVDA and calls it a long-term hold, preferring it over AMD.
7d +11.5% ✓30d -1.2% ✗90d +3.8% ✓
The Big 3: NFLX, LULU & INTC
Lululemon could face longer term pressure holding levels.
7d -8.2% ✓30d -13.5% ✓90d -6.8% ✓
The Big 3: NFLX, LULU & INTC
Netflix (NFLX) may retest the 75 level.
7d -0.8% ✓30d -6.9% ✓90d -16.7% ✓
Crypto Corner: Bitcoin Bullishness & Clarity Act Progress
Jim Ferraioli is bullish on Bitcoin, citing recent strength and Clarity Act progress.
7d -2.6% ✗30d -25.2% ✗90d -21.3% ✗
AI Will Disrupt Everything: Mag 7, Crypto, & Stock Picks
Comfort Systems is a favorite pick tied to the AI boom.
7d +2.5% ✓30d -2.6% ✗90d -9.9% ✗
AI Will Disrupt Everything: Mag 7, Crypto, & Stock Picks
Intuitive Surgical is a favorite pick tied to the AI boom.
7d -4.3% ✗30d -7.2% ✗90d -16.8% ✗
Bull vs Bear: DIS Looking for Turnaround
Joe points to a downtrend in Disney stock, questioning whether it can show growth beyond parks.
7d +5.7% ✗30d -1.1% ✓90d -1.6% ✓
Ca$htag$: AMD Earnings - Monster Cooling Off
AMD may be due for a breather as key website levels slip from their peak.
7d +26.2% ✗30d +47.3% ✗90d +36.4% ✗
AI Will Disrupt Everything: Mag 7, Crypto, & Stock Picks
Credo Technology is a favorite pick tied to the AI boom.
7d +2.6% ✓30d +12.4% ✓90d +12.8% ✓
AI Trade Momentum, Chip Stocks, and Market Risks
Bullish momentum in AI stocks with Micron (MU) showing continued strength.
7d +19.7% ✓30d +55.6% ✓90d +29.6% ✓
AMD: Bullish AI Growth & Smart Options Play
AMD's trend remains very bullish despite Intel pricing moves, with AI-driven data center growth.
7d +26.2% ✓30d +47.3% ✓90d +36.4% ✓
AI Will Disrupt Everything: Mag 7, Crypto, & Stock Picks
Gold staying strong over the next two years.
7d +2.6% ✓30d -1.4% ✗90d -10.5% ✗
The Big Picture: Rising Yields, Oil Pressures & Cracks in the Market
Rising yields driven by oil prices, with potential for yields to climb further.
7d -0.8% ✗30d +1.0% ✓90d +5.4% ✓
The Watchlist Panel: AI Demand vs. Supply Crunch
AI could drive growth short term for Western Digital with supply lagging demand until 2028.
7d +16.6% ✓30d +23.5% ✓90d +23.2% ✓
The Watchlist Panel: AI Demand vs. Supply Crunch
AI could drive growth short term for SanDisk with supply lagging demand until 2028.
7d +23.2% ✓30d +40.3% ✓90d -3.3% ✗
360 Roundtable: AAPL Earnings Reaction & Possible Stagnation Risk
Robert paints a bearish tone on Apple, citing heavy reliance on iPhone (54% of revenue) and stagnation risk.
7d +4.7% ✗30d +9.4% ✗90d +19.1% ✗
Markets Rally on Crude Oil Crush
Crude oil drops to the $100 level following reports Iran sent a new negotiation proposal to the U.S.
7d -6.4% ✓30d -9.6% ✓90d -18.0% ✓
Markets Rally on Crude Oil Crush
Capex concerns hit Microsoft.
7d +0.2% ✗30d +11.4% ✗90d +9.1% ✗
Markets Rally on Crude Oil Crush
Alphabet ramps higher while capex concerns hit other Mag 7 names.
7d +3.9% ✓30d -2.4% ✗90d -13.4% ✗
Markets Rally on Crude Oil Crush
Capex concerns hit Meta Platforms.
7d +0.1% ✗30d -1.4% ✓90d -11.4% ✓