It’s been just two weeks since the SpaceX (NASDAQ: SPCX) IPO, and it’s already starting to feel like back-page news. This week, the market had a long “memory” for stocks. The memory backlog is a real bottleneck in the artificial intelligence (AI) trade. Adding volatility to the tech trade was the n....
Good MorningU.S. stocks lost momentum Friday, with the Dow, S&P 500, and Nasdaq lower late in the session as technology shares extended a recent slide. Investors continued rotating away from AI momentum names and chipmakers, with NVIDIA entering correction territory and ON Semiconductor falling after announcing a $7 billion all-stock deal for Synaptics. Software and cloud names drew more interest as AI spending expectations broadened beyond semiconductors.
Policy headlines added to the cautious tone. President Trump threatened 100% tariffs on countries enforcing digital services taxes on U.S. companies, while markets also monitored his claim that Iran violated a ceasefire agreement. OpenAI reportedly weighed pushing back its IPO to 2027 and limited access to its new GPT-5.6 models at the U.S. government’s request, adding fresh questions around the AI trade.
Banks were a relative bright spot after passing the Federal Reserve’s 2026 stress tests, with JPMorgan, Goldman Sachs, Wells Fargo, and PNC among firms moving to raise dividends. Elsewhere, Verizon won nearly $3.2 billion in spectrum licenses, UPS announced a $48 million cold-chain investment tied to GLP-1 drug demand, and space stocks rallied, including Virgin Galactic, AST SpaceMobile, and Rocket Lab. Featured: 11-Hour Options for Beginners: Get the “Battle-Tested: Strategy + the ticker - FREE (Ad) 
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It’s been just two weeks since the SpaceX (NASDAQ: SPCX) IPO, and it’s already starting to feel like back-page news. This week, the market had a long “memory” for stocks. The memory backlog is a real bottleneck in the artificial intelligence (AI) trade. Adding volatility to the tech trade was the n... Read the Full Story |
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From Our Partners |
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In 1976, Chevron, Unocal, and Texaco each confirmed the same energy technology worked - no fuel costs, no carbon, no supply chain. All three killed their projects because it threatened their core business.
Now one company has spent sixty years developing what Big Oil refused to touch. Google just signed a 15-year contract, Bill Gates wrote a $100 million check, and on July 4th the government hands it a competitive edge no other energy source receives. |
| See the company that spent 60 years perfecting what Big Oil buried |
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Aerospace |
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Rocket Lab (NASDAQ: RKLB) has had a brutal few weeks. After surging to a 52-week high of $151 in May, the stock has reversed hard, closing at $80.69 on June 25, down nearly 46% from that peak. It has now broken below the psychologically and technically important $100 level that served as support on... Read the Full Story |
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Technology |
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The massive rotation out of semiconductor stocks this week has reverberated throughout the tech sector, with the selloff negatively impacting everything from the Magnificent Seven to hardware—and space stocks are no exception. However, while Elon Musk’s SpaceX (NASDAQ: SPCX) has grabbed headlines b... Read the Full Story |
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From Our Partners |
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New to options and unsure of your first steps? You're not alone - and you're in luck. Dave Aquino's free 11-Hour Options for Beginners guide gives you an A-Z explanation of the simple income strategy he's used nearly 900 times with a 95.3% success rate over 5 years of wild market conditions. PLUS, he's giving away the exact "battle-tested" ticker behind it all. A real starting point, an actionable strategy, and a ticker to trade it. All free. |
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Technology |
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It’s been a rough first half of the year for Palantir Technologies (NASDAQ: PLTR) shareholders. The stock is down nearly 40% in 2026, with shares recently sliding again to test the $107 level. Short interest, while still low on a percentage basis, is rising. Technology stocks, and software stocks i... Read the Full Story |
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Utilities |
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Xcel Energy (NASDAQ: XEL) is dependable, predictable, and steady. In other words, it’s generally boring—yet analysts rate it a solid Buy. Xcel is the kind of stock that income-oriented investors often overlook because it does not make headlines, and growth investors skip because it sounds like a bo... Read the Full Story |
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From Our Partners |
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Three years ago, Karim Rahemtulla of Monument Traders Alliance was pounding the table on Rolls-Royce when it traded under $1. Today it's over $10 - and some early readers turned small positions into six-figure gains.
Now Karim says he's found another company with a similar setup: massive profits, a dirt-cheap valuation, strong dividend growth, an AI catalyst, and White House backing - and it's still early. |
| See the stock Karim is watching before it goes mainstream |
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Industrials |
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A popular saying in professional sports is that Father Time is undefeated. The clock stops for no professional athlete. The same can be true of the current data center buildout. A recent JPMorgan Chase report states that more than 60% of the planned data center capacity for 2027 has not yet been st... Read the Full Story |
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Energy |
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The modern electric grid faces a severe supply problem. As automated industries and distribution hubs expand, creating massive power demands, traditional energy networks are reaching their limits. Investors who once viewed clean energy as a speculative, high-cost venture are now witnessing a struct... Read the Full Story |
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Technology |
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Fabrinet’s (NYSE: FN) stock price is up by a high triple-digit amount year-over-year (YOY), as of mid-June 2026, and is on track to continue rising at a similar pace over the subsequent quarters. While not a critical play in AI for its proprietary technology per se, it is absolutely vital as a cont... Read the Full Story |
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Finance |
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The SpaceX (NASDAQ: SPCX) IPO and the space sector itself are a useful reminder about the power of a story in the growth of stocks. Whether an investor can visualize the space economy of 2040 or not, every investor has to understand that the story of space is still in its early stages. The same is ... Read the Full Story |
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Retail/Wholesale |
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Carvana (NYSE: CVNA) delivered a genuinely impressive Q1 2026 earnings report that included a record number of units sold. However, in the two months following the report, CVNA is down approximately 15% despite favorable analyst sentiment. That includes a 10% drop on June 17 in sympathy with cost ... Read the Full Story |
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The Early Bird Stock Of The Day GE Vernova LLC, an energy business company, generates electricity. It operates under three segments: Power, Wind, and Electrification. The Power segments generates and sells electricity through hydro, gas, nuclear, and steam power. Wind segment engages in the manufacturing and sale of wind turbine blades; and Electrification segment provides grid solutions, power conversion, solar, and storage solutions. The company was incorporated in 2023 and is based in Cambridge, Massachusetts. |
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