Stocks remained resilient heading into earnings season despite elevated Treasury yields and oil-price volatility. AI-related stocks continued to support investor sentiment, but upcoming corporate earnings could help determine whether the rally extends through year-end.
We’re under a month from the midterm elections. That means investors may be starting to consider where they want to be positioned if the balance of power in Washington changes.
In addition to the reports from the big banks next week, investors will get the latest inflation readings on both the consumer and producer levels. It will be one of the last key data points before the Federal Reserve meeting in late October, and an unexpected reading in either direction could move markets.
Articles by Thomas Hughes
Nike Inc. NYSE: NKE continues to deliver disappointing financial results. But with NKE trading at new lows, Thomas Hughes explained why an improving balance sheet and new products arriving in early 2027 make at least a technical argument for the troubled stock.
NVIDIA NASDAQ: NVDA sits at the opposite end of investor sentiment. NVDA made a new all-time high in October. Hughes provided several reasons why the stock may have more room to run.
BigBear.ai NYSE: BBAI shares have fallen sharply in 2026. However, Hughes pointed out several potential catalysts that, combined with high short positioning, could trigger a short squeeze.
Articles by Sam Quirke
Amazon NASDAQ: AMZN signed a multi-year deal worth more than $1 billion with chip-design specialist Synopsys NASDAQ: SNPS. Sam Quirke wrote that the price tag isn’t the most important part of the story. He explained what the deal says about Amazon’s AI ambitions and why it’s about more than any single chip.
Morgan Stanley is still bullish on Apple NASDAQ: AAPL, but the firm trimmed its price target anyway. Quirke explained the catch behind the call and why the debate over Apple comes down to more than how many iPhones it can sell.
Tesla NASDAQ: TSLA beat delivery estimates for the third quarter. But Quirke wrote that the headline number doesn’t settle the debate. He laid out the key questions that remain as investors look ahead to earnings.
Articles by Chris Markoch
Constellation Energy NASDAQ: CEG jumped after announcing a nuclear deal with Google. Chris Markoch explained why nuclear uprates matter for AI and whether the stock is a buy after the move.
Constellation Brands NYSE: STZ beat earnings estimates, but weak guidance overshadowed the headline numbers. Markoch explained why beer demand is still a problem and what that means for investors.
The AI buildout has a new bottleneck, and it isn’t chips or power. Markoch explained why light is becoming a critical constraint and highlighted three photonics stocks positioned to benefit.
Articles by Ryan Hasson
Even the best stocks need a breather. Ryan Hasson pointed out why this looked like the case for Alphabet Inc. NASDAQ: GOOGL. The stock’s been building a base for several months, but Hasson explained why the company’s upcoming earnings report could reinforce its strong fundamentals and support further upside for GOOGL.
While technology stocks have driven much of the market’s gains, Hasson highlighted five oversold areas that could benefit if market participation broadens beyond the sector.
Articles by Leo Miller
Insider sales at one tech giant topped $1 billion, while Berkshire Hathaway bought into a struggling homebuilder. Leo Miller explained what both trades may be telling investors.
Meta Platforms NASDAQ: META is building a new enterprise AI platform. Miller explained why it could become the next major pillar of Mark Zuckerberg’s AI vision.
Analysts handed out plenty of upgrades in September, but three tech names stood out. Miller highlighted the stocks that got the most love from Wall Street and what may be driving the bullish shift.
Articles by Nathan Reiff
Acting on insider selling without context can be problematic. This week, Nathan Reiff highlighted three stocks with notable insider selling, but explained why each stock presents a very different investment case.
D-Wave Quantum NASDAQ: QBTS launched a beta program for its gate-model quantum simulator. QBTS stock continues to be under pressure as Reiff noted hat the milestone supports the long-term investment thesis but is unlikely to drive near-term revenue or earnings.
Consumers know that once inflation hits prices, they rarely go back down. However, Reiff suggested that dynamic could be profitable for investors. This week, Reiff pointed out three service-oriented stocks that can profit from sticky inflation.
Articles by Dan Schmidt
Following its acquisition of Warner Bros. Discovery, Skydance Corp. NYSE: SKYD began trading under its new name and ticker symbol. Dan Schmidt explained to investors why an $80 billion debt load means the real work is just beginning for Skydance.
The AI buildout has created a wave of new business for semiconductor companies with growing margins due to their ability to charge higher prices. However, Schmidt highlighted three AI stocks that have employed different strategies to grow their margins and why understanding those strategies is critical to understanding if the stocks are good long-term buys.
Analysts are frequently hesitant to become bullish on beaten-down stocks. That’s why Schmidt argued investors should pay attention to three market laggards that are getting a contrarian vote from analysts.
Articles by Jeffrey Neal Johnson
DraftKings NASDAQ: DKNG is pivoting toward prediction markets, a move that could unlock $800 million. Jeffrey Neal Johnson explained how the company is stacking the deck and what the shift could mean for investors.
Disney NYSE: DIS is licensing content to Netflix NASDAQ: NFLX, a move few would have expected a few years ago. Johnson explained why the deal could change the streaming playbook.
An AI game development deal backed by Alphabet lifted shares of Unity Software NYSE: U and put pressure on Roblox NYSE: RBLX. Johnson explained how the partnership levels up game development and why investors reacted the way they did.
Articles by Peter Frank
Linde NASDAQ: LIN is better known for industrial gases than AI. Peter Frank examined how rising AI chip demand could fuel growth and whether that opportunity outweighs concerns about the company’s margins.
Allient NASDAQ: ALNT has rallied past analysts’ price targets on strong data center and defense demand. Frank explained why that momentum is raising the stakes and whether record orders can justify the move.
Lemonade NYSE: LMND is growing faster, but investors want to see profits. Frank looked at whether the company’s growth signals profits ahead.
Should You Invest $1,000 in NVIDIA Right Now?
Before you consider NVIDIA, you’ll want to hear this.
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