It’s not hard to see why investing in rare-earth metals is a long-term investment theme. Rare-earth metals are 17 metallic elements with unusual magnetic, optical, and conductive properties that make them indispensable to modern technology, including: Defense and national security Artificial intell....
Good MorningUS equities enter Monday with consolidation nearing resolution and earnings poised to set the next direction. The central tension is AI spending versus profitability, as investors look for proof that heavy investment is producing stronger demand, margins, and guidance.
The Fed path is the main macro driver, with CPI, PPI, and oil prices shaping inflation expectations and risk appetite. Hotter readings could keep yields firm and favor energy and defensives, while softer pressure would support technology leadership and broader participation.
AMD can reinforce the AI trade by pairing strong current demand with confident guidance for inference systems and next-generation products. ASML can validate continued semiconductor expansion through bookings, capacity plans, and customer spending. JPMorgan’s credit trends, reserve decisions, and capital returns will show whether economic strength is translating into higher-quality earnings. Abbott can rebuild confidence by showing that acquisition costs are easing and margins are recovering. Aeluma could draw fresh institutional attention if commercialization produces a major customer win and validates its optics platform. Traders are watching earnings, inflation data, Fed speakers, and oil prices for confirmation that consolidation is ending. Featured: What will Nvidia do next? (Ad) 
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Markets |
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It’s not hard to see why investing in rare-earth metals is a long-term investment theme. Rare-earth metals are 17 metallic elements with unusual magnetic, optical, and conductive properties that make them indispensable to modern technology, including: Defense and national security Artificial intell... Read the Full Story |
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From Our Partners |
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Tesla's most recent SEC filing contains a single line showing $12 billion in revenue from a new venture Elon Musk has been quietly building inside the company — one that has nothing to do with cars, robots, space, or AI.
Blackstone calls the underlying opportunity a $23 trillion market. On July 22, Elon is expected to go public with it. Former hedge fund manager Adam O'Dell says he already knows what's coming — and is sharing the name and ticker of one of his top picks to play it, free. |
| Watch Adam O'Dell's full briefing and claim your free ticker now |
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Technology |
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Microsoft Corp. (NASDAQ: MSFT) has taken steps to lessen its reliance on frontier AI models, though it's not an outright declaration of protest. In June, the tech giant launched its own proprietary AI models (Microsoft AI or MAI) across select applications in its Office suite. What this means for t... Read the Full Story |
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Transportation |
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Delta Air Lines (NYSE: DAL) lived up to its motto, with the Q2 2026 earnings results showing strength, suggesting its shares can Keep Climbing. Drivers include outperformance driven by international demand, overall demand, premiumization, and structural cost advantages, which together provide ample... Read the Full Story |
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From Our Partners |
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Porter Stansberry says a dollar reset is underway - one that has happened only once before in America's 250-year history, back in 1974 with a secret Saudi deal that reshaped an entire generation's wealth.
Today, a landmark treaty called Pax Silica - signed by 13 nations in December 2025 and barely covered in the press - is at the center of what Fortune calls 'the biggest change to the world's relationship with the dollar' in a generation. The stocks to buy, the assets to avoid, and the moves to consider are outlined in Stansberry's new briefing. |
| Read the full briefing and see how to position yourself now |
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Markets |
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For a couple of years now, it has been harder to find strong yields in fixed-income securities. Since cash yields reached their cyclical peaks in late 2023 and early 2024, annual percentage yields (APYs) on cash alternatives like certificates of deposit (CDs) and high-yield savings accounts have ge... Read the Full Story |
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Consumer Discretionary |
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Investor Michael Burry made hundreds of millions of dollars as the Great Financial Crisis unfolded by shorting subprime mortgages. This would lead to his eventual portrayal in the film “The Big Short," positioning him as a famed investor. Burry’s hedge fund, Scion Asset Management, is now defunct. ... Read the Full Story |
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Retail/Wholesale |
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Enterprise technology has long operated as a toll bridge for modern businesses. Software providers charge recurring licensing fees based on user counts and consumption, creating a permanent liability on corporate balance sheets. However, the technology landscape is experiencing a structural fractur... Read the Full Story |
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Technology |
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The physical economy is undergoing a permanent shift. Legacy silicon power components are hitting their thermodynamic limits. Wide-bandgap materials like silicon carbide and gallium nitride are stepping in to handle higher voltages and temperatures with significantly less energy loss. This transiti... Read the Full Story |
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Consumer Staples |
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WD-40 Company (NASDAQ: WDFC) has long been considered a quality investment due to its global branding power, cash flow, and capacity for capital returns. The company has a tremendous moat, claims near-100% global brand recognition, and has no competitors of merit. The problem over the last few yea... Read the Full Story |
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Technology |
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The artificial intelligence narrative is fracturing right before our eyes. Over the last two years, the market has focused obsessively on centralized hyperscale training. That phase required sprawling data centers digesting trillions of parameters. Enterprise IT departments are now discovering the ... Read the Full Story |
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Services |
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The market is eagerly awaiting the next round of earnings reports. A few trickled in this week, but the reporting season doesn’t really get going until next week. Corporate earnings are expected to top last quarter, which was already strong. That could provide the fuel for stocks to move higher. Bu... Read the Full Story |
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Monday's Early Bird Stock Of The Day Alphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments. The Google Services segment provides products and services, including ads, Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube. It is also involved in the sale of apps and in-app purchases and digital content in the ... |
Should I Buy Alphabet Stock? GOOGL 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 Alphabet was last updated on Sunday, July 12, 2026 at 6:01 PM. Alphabet Bull Case
- Google's diverse product ecosystem, including the latest versions of Android and Google Workspace, continues to attract a large user base, enhancing its advertising revenue potential.
- The current stock price is around $2,800, reflecting strong market confidence in Google's growth prospects and its ability to innovate.
- Investments in Google Cloud are paying off, as the platform has seen significant growth in demand for cloud computing and data analytics services, positioning Google as a key player in the enterprise market.
- Google's commitment to developing cutting-edge consumer hardware, such as the latest Pixel phones and Nest devices, strengthens its brand loyalty and market presence.
- With a robust advertising platform, Google Ads and AdSense continue to generate substantial revenue, making it a reliable source of income for the company.
Alphabet Bear Case
- Increased regulatory scrutiny and potential antitrust actions could pose challenges to Google's business operations and profitability.
- Competition in the cloud computing space is intensifying, with major players like Amazon and Microsoft aggressively expanding their services, which could impact Google's market share.
- Fluctuations in advertising spending, particularly during economic downturns, could adversely affect Google's primary revenue stream.
- Recent privacy concerns and changes in data protection regulations may limit Google's ability to effectively target ads, potentially impacting revenue.
- Market volatility and economic uncertainties could lead to fluctuations in Google's stock price, making it a riskier investment in the short term.
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