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Could Chinese memory chips crush Micron's pricing power?
Oil prices just fell off a cliff, and stocks are loving it. Here's what changed over the weekend, and what it means for the AI trade.
A broad rally has taken a hold of Wall Street, and the stock market is on track to set some record highs. New records were within reach for the Dow Jones Industrial Average and S&P 500. The Dow was up 0.9%, or 474 points, at 52,963.99.
Forget the tech slump: stocks are cheap, and earnings are soaring. It’s the cheapest time to buy in more than a year.
Alphabet just posted one of the largest earnings beats in mega-cap tech history, then the stock dropped anyway. What the selloff revealed about the company's real valuation tells a different story than the headlines.
MakeMyTrip beat Wall Street's Q1 earnings target, but that's not the only reason the stock is rising today.
A high five-year correlation says Alphabet moves largely in step with the index you already hold, and its up-day and down-day capture readings say what owning that overlap actually feels like.
(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit
August could favor banks, Big Tech, cash-like bonds and value ETFs as higher yields, AI spending and inflation shape market trends.
Celestica gains from AI networking demand, hyperscaler spending and strategic partnerships as earnings estimates rise despite trading at a premium.
NZAC includes emerging markets and applies strict climate screens, while URTH focuses on developed-market stocks.
CNH just served up a quarterly report that has given investors a lot to be excited about.
Monday, CNH announced earnings per share of 13 cents from sales of $4.8 billion. Wall Street was looking for 10 cents and $4.8 billion, respectively.
In a new Substack note, Burry stated that market declines are now more severe but recover faster, creating volatility patterns that differ from historical behavior.
1 Main Capital, a boutique investment firm, recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. 1 Main Capital Partners returned 15.0% in Q2 2026, compared to 15.2% and 21.6% for the S&P 500 (SPX) and Russell 2000 (RTY), respectively. SPX and RTY delivered their best performance since 2026 […]
Oracle is catching a double tailwind from easing geopolitical tensions and an expanded AI partnership with Alphabet.
1 Main Capital, a boutique investment firm, recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. 1 Main Capital Partners returned 15.0% in Q2 2026, compared to 15.2% and 21.6% for the S&P 500 (SPX) and Russell 2000 (RTY), respectively. SPX and RTY delivered their best performance since 2026 […]
The S&P 500 gained about 1% and the Nasdaq rose 1.2% as crude oil tumbled more than 6% on hopes for renewed diplomacy
Trump Media & Technology Group stock rose on Monday morning after its pricey new service kicked off on Saturday with a big success, essentially giving its institutional-investor customers a sneak peek at President Donald Trump's "cancel the attack" on Iran post. Trump's Truth Social post published at 10:05 p.m. ET on Saturday, Aug. 1 announced that "the perimeters of a deal has been agreed to" including immediate opening of the Strait of Hormuz. Customers of the service that Trump Media & Technology Group announced on July 16 with an Aug. 1 launch date get a direct data feed that provides real-time access to posts, possibly seconds ahead of regular users.
LRCX, VRT and MBIN made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 3rd, 2026.
U.S. West Texas Intermediate crude futures were headed for their biggest single-day decline in more than six weeks.
Stocks got a boost after President Donald Trump said he would call off an attack on Iran to restart negotiations. Iran's foreign ministry denied talks were happening. Oil prices fell on Trump's comments, with Brent futures around $83 per barrel and WTI futures below $80 per barrel.
BNP Paribas analyst Matthew Akers raised his Boeing rating to Buy from Sell, skipping Hold altogether.