Investors who thought it would be a quiet summer may have to wait a little longer. Stocks ended the shortened trading week higher. Oil was down, chip stocks were up, and, for now, investors are bullish on the start of peace talks between the United States and Iran.
But it wasn’t all good news. Investors heard about new Federal Reserve chairman Kevin Warsh this week, and it wasn’t immediately clear if they liked what they heard. The initial reaction to the Fed’s pivot to light was bearish, but the sell-off did not last long.
Then there’s SpaceX NASDAQ: SPCXwhich continued to move higher in its first week after it began public trading on June 12. Even pulling back from the high closing price above $220, SPCX is still up more than 14% after its first week.
Writings of Thomas Hughes
Stock buybacks are one of the ways companies reward shareholders. As Thomas Hughes explains, companies that buy back their own shares are also expressing confidence in their future earnings. This week, Hughes highlighted five companies that recently expanded their buyback programs.
The first quarter earnings season is wrapping up, but the next reporting season is just a few weeks away. Hughes outlined sectors to watch in Q2 as the power of tech and artificial intelligence (AI) continues to grow.
Hughes also explained the important role played by Credo Technologies NASDAQ: CRDO plays on the AI infrastructure. Despite trading near its 52-week high, Hughes pointed to positives that could move CRDO higher for the rest of the year.
Writings by Sam Quirke
Amazon.com Inc. NASDAQ: AMZN is not the first word that comes to mind as a representative of SpaceX. But this week, Sam Quirke laid out the case for why it could be a limited local stock. The company has big ambitions expressed in its Project Leo. The space angle is still years away, but not yet priced in stock.
Even in the dynamic chip sector, Qualcomm Inc. NASDAQ: QCOM it was not for the faint of heart. This week, Quirke explained why QCOM is down more than 25% and what the company said at its investor day could change the momentum.
After further review, analysts had a change of heart about Apple Inc. NASDAQ: AAPL after it introduced its new look Siri AI. Quirke explained why investors flock to AAPL and the risks that remain.
Articles by Chris Markoch
This week, investors got the sense that interest rates may be higher for longer than they thought. But that confidence creates opportunities. This week, Chris Markoch highlights five stocks designed to take advantage of high interest rates.
Markoch also looked at the price of gold, which recently fell below its 200-day moving average. But instead of suggesting that the gold trade is over, Markoch reminded investors that a pullback in gold could create an opportunity for mining stocks.
Palantir Technologies NASDAQ: PLTR down by about 30% by 2026, and questions continue to swirl about the valuation. However, Markoch reminded investors of the company’s impressive growth numbers and explained how its Google Cloud partnership expands Palantir’s reach.
Articles by Ryan Hasson
Rocket Lab NASDAQ: RKLB added to the Nasdaq-100 Index. Ryan Hasson explained what that means for the stock price, especially after RKLB got caught up in the sector’s selloff after the SpaceX IPO.
The five best-performing S&P 500 stocks in 2026 are memory and storage stocks. Hasson emphasized the fundamental tailwinds driving each stock, but why investors need to consider each stock’s margin of safety between extended valuations and high volatility.
The writings of Leo Miller
Homebuilder stocks remain under pressure from higher mortgage rates. However, Leo Miller revealed why Lennar NYSE: LEN it may be the best house in a bad area for investors who are willing to speculate in this sector.
Rare earth companies are attracting interest from institutional investors and traders. This week, Miller reviewed Critical Metals NASDAQ: CRML. It’s a small company that won’t make money for several years, but it could offer risk-tolerant investors big returns.
Company Meta Platforms, Inc. NASDAQ: META can enter the cloud computing market. Miller explained why the company is considering the move, the hurdles investors should consider, and why such a move would backfire on its core business.
Articles by Nathan Reiff
Money has been flowing into international stocks for a long time. But that flow has not yet reached multinational companies with small pockets. That is the opportunity Nathan Reiff saw in the investors when he highlighted three small international ETFs that can provide diversity.
Space stocks were cut as SPCX launched, but investors shouldn’t abandon the sector. This week, Reiff highlighted three space-themed ETFs that give investors broad exposure to the entire sector while mitigating any single-stock risk.
The race for quantum computing supremacy is still in its early stages, but the competition is already fierce. Reiff highlighted two competitors that could pose a threat to D-Wave Quantum Inc. NYSE: QBTS and what that means for investors considering investing in the sector.
Articles by Dan Schmidt
Consumer sentiment is weak, but consumer spending remains strong. This week, Dan Schmidt helped investors put this conflict in context by pointing out that affordable entertainment options are hot this summer. And, of course, Schmidt gave investors three fun stocks that give investors joy.
Writings of Jeffrey Neal Johnson
Jeffrey Neal Johnson was present at every SpaceX launch. No, really, he was all over it. First, Johnson provided a breakdown of the mechanics behind the stock’s record-breaking start and why the company’s upcoming inclusion in two major market indexes will keep the institutional momentum going.
However, Johnson also explained why the SpaceX euphoria is quickly yielding a peak. Future growth is evident, but so is the initial expiration period, which could start sending SPCX down to earth.
The future demand for energy from data centers means that investors cannot afford to miss the story of nuclear power. Johnson explains why this trade has many layers, from speculative mining stocks to large resource stocks, and why these stocks are just starting to heat up.
Writings by Jennifer Ryan Woods
The state of the consumer remains an important issue for investors. This week, Jennifer Ryan Woods detailed how consumer life played out in two very different cells. Luxury home goods retailer, RH NYSE: RHdelivered a strong quarter and raised its guidance. However, Woods noted that RH stock is falling because investors are taking a wait-and-see approach to the company’s growth prospects.
Ollie’s Bargain Outlet NASDAQ: OLLI caters to consumers in the lower leg of the K-shaped economy. As Woods noted, management has noticed that the primary consumer remains very price-conscious. That may create an opportunity for OLLI, which offers attractive value.
American Eagle Outfitters Inc. NYSE: AEO it was another vendor who presented a report that raised as many questions as it answered. In this regard, Woods explained that investors need to see a recovery in its flagship brand American Eagle and whether there will be margin recovery until the end of 2026.
The writings of Peter Frank
Trupanion NASDAQ: TRUP he tells an interesting story. But, as Peter Frank said this week, investors aren’t buying it. Despite growth in revenue and earnings, TRUP declined last year. Investors weigh the company’s impressive subscriber retention against growing competition in the pet insurance space.
Bread Finance NYSE: BFH it was very efficient in the market, and that is the problem that Frank pointed out with BFH. The company is doing well in a market that relies on the quality of consumer credit. However, as Frank noted, the big gains may be gone.
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