STAG Industrial remains a steady, growth-focused REIT with strong cash flow and consistent revenue expansion, despite underperforming the S&P 500 since the last bullish call. STAG offers attractive exposure to the expanding e-commerce sector, with 31% of its portfolio tied to e-commerce and diversified tenant risk—Amazon represents only 2.8% of base rent. While STAG's valuation is not cheap, it trades at lower multiples than most peers and continues to grow via acquisitions, developments, and selective asset sales.
Marathon Petroleum remains a top "Buy" as global refining disruptions, especially in Russia, extend the duration of elevated crack spreads. Recent Ukrainian strikes have sidelined up to a third of Russian refining capacity, supporting crack spreads at $45+ for at least 15 months. MPC is poised for ~$70/share in excess cash flow by Q3 2027, enabling aggressive buybacks and at least 10% share retirement over the next year.
USD/CAD Price Forecast: Buyers retain the upper hand even as momentum weakens
The strong rally in the oil markets put pressure on gold and silver.
One area of Wall Street that investors might want to start buying are strong, best-in-class, cheap stocks trading under $10 a share in July and throughout the rest of 2026.
Jim Cramer went on CNBC's Squawk on the Street Tuesday morning to defend the memory names getting hammered after South Korea's market dropped nearly 5% overnight.
Shares of FuelCell Energy (NASDAQ:FCEL) are down 10% to $26.89 in midday trading Tuesday, leading a coordinated slide across hydrogen and fuel cell names.
Renewed inflows into Bitcoin and Solana ETFs suggest potential market stabilization and increased investor confidence in crypto assets. Bitcoin and Solana ETFs see renewed inflows after heavy selling.
Gold is attempting to stabilize after a nearly 30% decline from the record high, with XAU/USD rebounding from fresh yearly lows on building momentum divergence. The recovery has brought price back above a key pivot zone, but buyers still need to prove they can defend support and extend the rebound into a broader recovery.
TSBK delivers consistent earnings, strong capital, healthy asset growth and disciplined risk management, reinforcing its community banking franchise and long-term growth potential.
SpaceX Corp (NASDAQ:SPCX) just picked up a bullish new voice on Wall Street as Bank of America initiated coverage with a Buy rating and a $235 price objective. The bank's analysts argue SpaceX has outgrown its roots as a rocket launcher to become the backbone of the entire space economy.
Project Tachyon outlined new details of its verification effort for Zcash's upcoming Ironwood shielded pool.
MCHP is poised to benefit from mixed-signal MCU demand as industrial, auto, aerospace and data center markets recover and bookings strengthen.
Micron Technology (NASDAQ: MU | MU Price Prediction) and Apple (NASDAQ: AAPL) just delivered earnings that expose opposite ends of the AI hardware trade.
South32 Limited remains a 'Buy,' as the recent aluminum asset divestment unlocks value and sets the stage for further portfolio optimization. The stock is deserving of a higher EV/EBITDA multiple benchmarked with base metal peers, following the shift to a more concentrated portfolio post-disposal. Looking ahead, SOUHY's low-margin manganese assets are likely to be sold as well, which should enhance its overall profitability.
FORM's AI infrastructure push is fueling demand for probe cards, HBM testing, GPUs, custom ASICs and CPO, with revenue gains eyed through 2030.
Top Performing Leveraged/Inverse ETFs Last Week These were last week's top performing leveraged and inverse ETFs. Note that because of leverage, these kinds of funds can move quickly.
The XRP Ledger has moved closer to activating its xrpld v3.2.0 upgrade after more than 55% of trusted validators adopted the latest software version. According to XRP Ledger Explorer data, 84 trusted validators, or 55.
Verizon Communications Inc. VZ has fallen 0.4% in a year against the Wireless National industry's growth of 102.8%. The stock has also underperformed the Zacks Computer & Technology sector during this period.
Synopsys (NASDAQ:SNPS | SNPS Price Prediction) has become one of the most important picks-and-shovels plays on the AI buildout, yet the stock has quietly slipped 16.43% over the past year.
Microsoft Corporation remains fundamentally strong, with Q3 2026 revenues up 18% y/y and robust cloud and AI-driven growth. MSFT's share price decline of over 20% is attributed to negative investor sentiment and AI capex skepticism, not deteriorating business performance. Azure and cloud segments continue to outperform, with Azure growing 40% y/y and AI annual run rate surging 123% y/y to $37B.
Exponent Inc. receives a buy rating, driven by its expert consulting model in high-stakes, complex technical domains. EXPO's value proposition lies in its deep technical talent, critical for problems where failure is costly and regulatory scrutiny is high. The AI debate is a catalyst: rising complexity in physical systems should increase demand for EXPO's services, not diminish it.
Zoom (ZM) earns a buy rating, offering strong fundamentals and cash generation despite competitive and AI-driven risks. ZM's balance sheet is robust, with $7.7B in cash and investments, plus a $1.3B Anthropic stake supporting its $25B market cap. Valuation appears attractive: ZM trades at 12.8x TTM GAAP PE, ~42% net income margin, and high free cash flow yields.
SNOW's AI Data Cloud adoption is accelerating as new AI products, customer wins, and partnerships fuel growth, while the company targets 30% revenue growth.
CBRS faces pressure from margin declines and execution risks, even as AI demand, cloud growth and OpenAI and AWS partnerships support prospects.
With WERN shares moving north, we assess the current positioning of the stock to determine if it's a good investment at this juncture.
Netflix, Inc. will release its Q2 on Thursday, July 16. Ahead of the release, shares in the streaming giant are down over 7% in the past month and nearly 20% since my last update. I still believe subscriber count and growth remains the primary metrics in assessing the forward outlook.
Ford (NYSE:F | F Price Prediction) and Tesla (NASDAQ:TSLA) just closed the books on Q1 2026.
SpaceX (NASDAQ:SPCX) begins trading as a Nasdaq 100 constituent today, less than a month after going public, and Wall Street celebrated with coverage normally reserved for a moon landing.
PNC raises its dividend by 18% following the Fed's 2026 stress test, reflecting a strong capital position and shareholder return plans.