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.
News
Nvidia crushed revenue, operating margin, and guidance, yet shares slid for three straight days after earnings. The market isn't saying AI is broken — it's saying "strong" is no longer enough.
News
The April PCE report — the Fed's preferred inflation gauge — drops Friday and it's the cleanest macro signal before the June FOMC meeting. Nasdaq, AI names, banks, small caps, and the dollar are all in play.
News
The Dow closed at an all-time high on Friday, May 22 — up nearly 300 points — even as WTI briefly touched $103, the Fed pushed back rate-cut timelines, and Nvidia's print sparked a sector split. Here's how to read the structure beneath the headline.
News
A weekend media blitz on US-Iran backchannel talks wiped out two weeks of geopolitical risk premium in a single holiday session. Energy stocks are on the back foot; airlines, freight, and long-duration tech are catching a tailwind.
News
U.S. equity futures rallied across the board on Memorial Day as weekend reports of a U.S.-Iran diplomatic framework sent WTI crude tumbling more than 4% — unwinding two weeks of built-up Middle East risk premium in a single holiday session.
Precious Metals
Gold hovers at $4,540 as central banks bought a net 244 tons in Q1 — PBoC has accumulated for 18 straight months — while a 4.60% ten-year yield and "higher for longer" give tactical sellers the daily edge. Knowing who's running the price right now matters more than calling the direction.