Stocks rallied to close the week as two bullish catalysts converged. On the political front, news was that a peace deal between the United States and Iran could be signed as early as this weekend. The reopening of the Strait of Hormuz will go a long way in allaying inflation worries.
Investors also cheered SpaceX’s public debut NASDAQ: SPCX on June 12. This is the largest initial public offering (IPO) in history, valued at approximately $1.8 trillion.
Many analysts will focus on the mechanics of the IPO, but the bigger story represents SpaceX. This will disappoint advocates of an efficient market, but investors tend to buy the story more than the stock.
That said, it’s impossible to know where SpaceX stock will be in six months, a year, or five years. There will be doubters along the way. But this week is for optimists and true believers. Endless and beyond!
Writings of Thomas Hughes
Company GameStop Corp. NYSE: GME continues to make headlines with a two billion share buyback announcement. That’s usually bullish on stocks, but Thomas Hughes explained why investors should be realistic about what the recovery is trying to achieve.
NVIDIA Corp. NASDAQ: NVDA it continues to gain momentum, and analysts have noticed. As Hughes wrote this week, the institutional buyout gives NVDA leverage, potentially bringing back investors who sold the stock.
Company Casey’s General Stores Inc. NASDAQ: CASY it has been an outstanding choice as a growth stock with defensive characteristics. This week, the company delivered another strong earnings report, and Hughes noted that the dip in earlier earnings could be a buying opportunity for retail investors.
Writings by Sam Quirke
Elon Musk’s other company, Tesla Inc. NASDAQ: TSLAit also goes up this week. This move could be dismissed as riding on SpaceX’s coattails. Sam Quirke wrote about an analyst development that could finally change the “just a car company” narrative surrounding TSLA.
Apple Inc. NASDAQ: AAPL announced the relaunch of Siri, making it a dedicated app that is a key part of the company’s AI strategy. But any gains the stock made were short-lived. Quirke explained why the skeptics are selling, and why they may have Apple’s AI strategy all wrong.
It’s been a tough month for Amazon.com Inc. NASDAQ: AMZN. The stock is down more than 10% and now lags the S&P 500. Investors cannot ignore CapEx spending which will eat into the company’s cash flow in the short term. However, Quirke noted that Amazon’s business case has never been stronger.
Articles by Chris Markoch
The SpaceX IPO was starching many SpaceX proxies, such as Planet Labs NYSE: PL. Chris Markoch explained to investors why PL is back in the world, and why that could be an opportunity.
Here on planet Earth, metals and minerals continue to trade strongly. This week, Markoch looks at three multi-metal stocks that can give investors long-term exposure to copper, gold, and silver.
Summer is a historically quiet time for stocks. Markoch reminded investors that it could be a good opportunity to buy stocks that have recently suffered. Markoch gave investors three stocks to consider adding before July 4.
Articles by Ryan Hasson
Technology stocks have sold off for a number of reasons. Investors understand that this happens, but Ryan Hasson pointed out that this is where investors can find opportunities. This time, Hasson highlighted the opportunity in five mega-cap tech stocks to watch closely.
Nebius Group NASDAQ: NBIS is one of the latest AI infrastructure companies to receive the endorsement of NVIDIA CEO Jensen Huang. However, Hasson explained why the company’s fundamentals support confirmation, meaning NBIS buys it in any reversal.
The writings of Leo Miller
In times of market volatility, insider buying can be a compelling signal. This week, Leo Miller pointed investors to three stocks that saw significant insider buying, and a bull case for each name.
The memory trade continues to build momentum. This week, Miller analyzed the latest earnings report from Everpure NYSE: Pthe company formerly known as Pure Storage. The leader in flash-based storage systems posted a strong report, but P is falling due to concerns about storage supply assurance.
Spotify Technology NYSE: SPOT held Investors Day, and investors liked what they heard. The company has outlined long-term “North Star” outreach plans that include the broad goal of converting non-paying users to subscribers.
Articles by Nathan Reiff
Intel Corp. NASDAQ: INTC has been one of the best performing stocks in 2026. This week, Nathan Reiff explained why investors may be overlooking the company’s potential in the quantum computing space and why it raises the question of whether Intel is a better quantum computing investment than the broader sector.
A weak dollar can be a boon for investors if they know where to look. That was Reiff’s message to investors as he highlighted three industrial stocks that have bounced back thanks to strong international presence and overseas revenues.
The volatility investors face in 2026 is perhaps the best investment argument. This week, Reiff highlighted three ETFs focused on sectors that are building momentum after a strong earnings season.
Articles by Dan Schmidt
Bitcoin has fallen sharply in 2026, and it has brought down many stocks close to it. This week, Dan Schmidt explained the reasons behind the crypto winter and three crypto stocks that are likely to stay on ice this summer.
Writings of Jeffrey Neal Johnson
INTC is up more than 20% this week on news of an innovation deal with Alphabet Inc. NASDAQ: GOOGL. Jeffrey Neal Johnson had details of that deal and explained why the stock’s recent performance may still leave Intel undervalued based on its long-term AI story.
IREN Company Limited NASDAQ: IREN is becoming a hard-to-ignore part of the AI infrastructure business. As Johnson wrote this week, “…stable infrastructure providers command a premium valuation for predictable, long-term cash flows.” Analysts agree, which is why IREN is being remade so quickly.
The story of the patent cliff for the big biotechnology companies is starting to become very real. The threat of margin compression is a key reason behind the recently announced $10.6 billion acquisition of Nuvalent. NASDAQ: NUVL by GSK NYSE: GSK. Johnson explains what the deal means for GSK and what other biotech companies may follow to acquire new assets.
Writings by Jennifer Ryan Woods
Many restaurant stocks have been a tough trade as inflation eats away at their consumers. However, this week, Jennifer Ryan Woods highlighted two undervalued stocks that may bounce back.
Company Wingstop Inc. NASDAQ: WING the battle is between short sellers who bet on the stock and analysts who raise their target prices. If the stock finds a base, this could be bittersweet.
The case of Cracker Barrel Old Country Store Inc. NASDAQ: CBRL it was easy. The company delivered a better-than-expected earnings report indicating that the company’s turnaround plan may be gaining momentum.
The writings of Peter Frai am
Aflac (NYSE: AFL ) is a reliable income stock built on 44 consecutive years of dividend growth. The company’s earnings report supports that view, but Peter Frank reminded investors that analysts suggest the company’s quality is already priced in.
Frank also analyzed the consumer credit reform story that Synchrony Financial (NYSE: SYF) is proposing. The company posted a bullish earnings report, but revolving consumer credit risk remains an important caveat.
Allstate (NYSE: ALL) made an impressive turnaround, posting Q1 2026 net income of $2.4 billion after years of writing down losses. Frank helped investors understand the strong report while pointing out the climate risks that come with the company’s disclosure in May of $870 million in disaster losses.
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