During the Iran war, the market’s most reliable winners haven’t been extractors or refiners. Instead, it's the companies that own the tankers setting the market pace, especially those operating Very Large Crude Carriers (VLCCs). VLCCs each haul around 2 million barrels of crude oil per voyage. And....
Good MorningMarket sentiment remains constructive as investors wait for earnings to confirm the next leg higher. The central tension is AI spending versus profitability, with this week’s reports expected to show whether aggressive capital investment is still creating durable earnings growth or beginning to peak.
The key macro driver is easing inflation, which has strengthened expectations that monetary policy can become more supportive over time. That shift matters because lower rate pressure supports higher valuations while reinforcing confidence in capital spending, particularly across technology, industrials, and transportation. Even so, rising oil prices remain an overhang that could quickly reshape expectations if energy costs begin feeding back into inflation.
Alphabet will set the tone by showing whether AI investment remains elevated and whether that spending is producing stronger revenue and earnings. Texas Instruments will offer a read on datacenter demand and the broader recovery in analog and industrial chips. Intel’s report will test progress on margins, processor demand, foundry operations, and customer wins. 3M will update investors on its turnaround, margin improvement, and full-year guidance. Traders are watching upcoming earnings for evidence that AI investment, improving margins, and resilient demand can sustain earnings growth. Featured: Who inherits your money if you never write a will (Ad) 
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Transportation |
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During the Iran war, the market’s most reliable winners haven’t been extractors or refiners. Instead, it's the companies that own the tankers setting the market pace, especially those operating Very Large Crude Carriers (VLCCs). VLCCs each haul around 2 million barrels of crude oil per voyage. And... Read the Full Story |
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From Our Partners |
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In 1934, a legal government maneuver transferred billions in wealth overnight. Most Americans never saw it coming — but those who did walked away wealthy.
Trump holds that same legal authority today. Advisors close to the administration believe he may use it.
If he does, the transfer moves fast. The window to position yourself on the right side is already closing. |
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Technology |
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While much of the technology world has spent the past few years scrambling to bolt artificial intelligence (AI) features onto existing products, Shopify Inc. (NASDAQ: SHOP) has been playing a quieter, and potentially far smarter, game. Rather than treating AI as a marketing add-on, the e-commerce ... Read the Full Story |
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Markets |
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More than a year after the federal government renewed a push toward nuclear energy, the industry is building momentum thanks to a streamlined process for reactor authorization, an ambitious goal of 300 additional gigawatts of capacity by 2050, and more. The timing is crucial, as AI electricity dema... Read the Full Story |
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From Our Partners |
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BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one that gets burned with every transaction on what analysts are calling America's new financial grid.
The Nasdaq has received SEC approval to move stocks onto blockchain rails, and BlackRock CEO Larry Fink dedicated his entire 2026 annual letter to this infrastructure shift. Blockchain analyst Andy Howard is calling this asset 'Digital Oil' - and says institutional buyers are already positioned. |
| Get the name, the ticker, and exactly how to buy it |
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Aerospace |
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An optimistic Q2 earnings report from GE Aerospace (NYSE: GE) saw the company boost full-year profit guidance amid resilient demand for repairs and spare parts in spite of challenges related to fuel prices and more. This may bode well for the aerospace service industry more broadly, suggesting that... Read the Full Story |
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Services |
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When SpaceX (NASDAQ: SPCX) went public just over a month ago, on June 12, it did so as the most hotly anticipated listing in years, and unmistakably as a space company. Rockets, satellites, and Mars ambitions were the story. But barely a month into its life on the public markets, a different narrat... Read the Full Story |
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The Financial Times says a new tech law puts America 'on the verge of a financial revolution.' Yahoo Finance estimates it could unlock $400 trillion - but analyst Jeff Brown, who was consulted by Congressional offices on the legislation, believes the real figure could reach $2.6 quadrillion.
Brown says this shift will pour onto a new type of investment exchange - and he's showing investors how to position themselves starting with just $100. |
| Click here to see how Jeff Brown says to claim your stake |
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Consumer Discretionary |
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Netflix Inc. (NASDAQ: NFLX) has been one of the weakest large-cap media and technology stocks over the past year, with shares still sharply lower in 2026 heading into its Q2 earnings report. Investors who hoped the report would reverse that trend may have to wait. NFLX sold off after delivering a m... Read the Full Story |
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Transportation |
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Airline stocks’ sensitivity to jet fuel prices is tested whenever fuel spikes. In 2026, fuel costs are testing every airline's balance sheet. This quarter, both Delta Air Lines (NYSE: DAL) and United Airlines (NYSE: UAL) passed the test on paper. But they passed it in very different ways—and the di... Read the Full Story |
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Industrials |
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Alcoa Corporation (NYSE: AA) just handed investors a lesson in reading between the lines. Shares fell after the aluminum giant reported Q2 2026 earnings and trimmed its full-year outlook, partly due to a weather-related disruption at one of its Australian facilities. However, the pressure on AA di... Read the Full Story |
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Medical |
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Intuitive Surgical (NASDAQ: ISRG) was part of the artificial intelligence (AI)/robotics trade before it became mainstream. The company manufactures the da Vinci robotic surgical system, which has an installed base of over 11,700 systems as of June 30, 2026. That was one highlight from the company’s... Read the Full Story |
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Consumer Discretionary |
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Another manic market week was punctuated by a tech wreck that pressured the S&P 500 and NASDAQ indexes. Nothing was working in the technology sector: chipmakers, neocloud providers, and hyperscalers were all down, as investors grew impatient or just tired of the artificial intelligence (AI) tra... Read the Full Story |
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Monday's Early Bird Stock Of The Day Costco Wholesale Corporation, together with its subsidiaries, engages in the operation of membership warehouses in the United States, Puerto Rico, Canada, Mexico, Japan, the United Kingdom, Korea, Australia, Taiwan, China, Spain, France, Iceland, New Zealand, and Sweden. The company offers branded and private-label products in a range of merchandise categories. It offers merchandise, such as sundries, dry groceries, candies, coolers, freezers, deli, liquor, and tobacco; appliances, electronics, ... |
Should I Buy Costco Wholesale Stock? COST Bull and Bear Case ExplainedThese insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of Costco Wholesale was last updated on Thursday, July 16, 2026 at 6:03 PM. Costco Wholesale Bull Case
- Costco has received multiple "buy" ratings from analysts, indicating strong confidence in its future performance.
- The current stock price is around $916, which is significantly below the consensus target price of $1,061.10, suggesting potential for growth.
- Costco's recent quarterly earnings showed a revenue of $70.53 billion, exceeding expectations, which reflects strong operational performance.
- The company has a solid dividend payout ratio of 29.58%, providing a reliable income stream for investors.
- Costco's business model focuses on high-volume, low-margin sales, which fosters customer loyalty and repeat purchasing, enhancing long-term stability.
Costco Wholesale Bear Case
- Costco's recent earnings report showed a slight miss on EPS estimates, which may raise concerns about its short-term profitability.
- The stock has a high PE ratio of 46.09, indicating that it may be overvalued compared to its earnings, which could deter value-focused investors.
- Analysts have noted that Costco's growth engine may be slowing, which could impact future revenue growth.
- The company operates in a highly competitive retail environment, which could pressure margins and market share.
- Costco's beta of 0.88 suggests lower volatility compared to the market, but it may also indicate limited upside potential in a bullish market.
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