News
Tehran's pledge to reopen the Strait of Hormuz hammered crude for the second straight session — but the same news sent the Dow to a record as capital rotated hard into consumer and industrial names.
Deep Dive
Micron's stock is up 189% YTD with gross margins surging toward 81% — but with UBS targeting $1,625 and Citi at $840, Wall Street can't agree on how long the good times roll. The real story isn't beating SK Hynix; it's riding an 18–24 month DRAM supply vacuum.
News
Salesforce's Agentforce posted $800M in ARR and 29,000 contracts — the most-cited figures in AI agent commercialization. But clearing three structural hurdles separates those numbers from real GAAP profit, and the most optimistic timeline puts meaningful earnings impact in FY28.
News
Salesforce reports FY27 Q1 after the bell tonight with one question dominating: can Agentforce keep scaling? Options are pricing in an ±8.7% move — more than double the stock's recent post-earnings average.
News
The Conference Board releases its May Consumer Confidence Index tonight at 10 a.m. ET — and it follows a brutal UMich final reading of 44.8, the lowest in the survey's 74-year history. Together, these two prints will shape the Fed's June rate-path narrative.
News
Nasdaq may execute another special rebalance in H2 2026 to address NVDA, AAPL, and MSFT's combined 35%-plus grip on the QQQ. The bigger structural question: whether the S&P 500 eventually adopts its own concentration caps — and reprices $6 trillion in passive flows.
News
Broadcom (AVGO) surged to an intraday record of $419.91 on May 25, 2026, pushing its market cap past $1.9 trillion for the first time. With TSMC's Q2 guidance raised and every Mag 7 AI chip running through Broadcom's design shop, the "stealth Nvidia" thesis just got validated again.
News
WTI dropped 4% and Brent nearly 5% on Iran diplomacy hopes, handing airlines, freight, and fuel-sensitive retailers a clear tailwind. Every sustained $5 move lower in crude translates to roughly $1 billion in annual fuel cost relief for U.S. carriers.
News
SPY closed at $745.64 and QQQ at $717.54, both near multi-month highs — even as Nvidia slid 5%. The AI trade isn't breaking; it's rotating. This week's PCE print and oil move will decide whether the indexes can hold.
News
Iran diplomacy headlines knocked WTI down 4% and Brent nearly 5%, ending the cleanest two-week energy trade of the year. The easy money is gone — now it's about figuring out who gives back the most before the next entry point.
News
IBD's weekend watchlist flags three stocks sitting at three distinct layers of AI infrastructure — chip equipment, power grid, and optical interconnects. For investors who feel NVIDIA's upside is already priced in, these are the cheaper, higher-conviction ways to stay long the same trade.
News
Tesla closed at $426.01 Friday, up 1.95%, pushing its market cap back to ~$1.51T. IBD flagged it on its weekly bullish setup list alongside ASML, GE Vernova, and Lumentum — now the question is whether Tuesday's open confirms a real breakout or a head-fake.