Costco Wholesale Corp. (NASDAQ: COST) reported its fiscal Q3 2026 results after the market closed on May 28, and at first glance, it appears the company produced another stellar quarter. But the market reaction following the report was muted. The stock was down 4% shortly after the opening bell th....
Good MorningEquities closed the week on a confident note, with risk appetite firming as the AI CapEx story reasserted itself over lingering inflation worries. The session crystallized the central tension running through this tape: whether AI infrastructure spending is translating into durable profits, or whether sticky prices and a stretched Fed path eventually cap the rally. Leadership stayed narrow and tech-led, with the Mag 7 and semis doing the heavy lifting as breadth lagged the headline records. The Dow pushed into fresh territory alongside the S&P 500 and Nasdaq, capping a strong May for equities.
The macro overhang remains a hotter PCE print earlier in the week that complicated the Fed's glide path, even as easing Middle East tensions pulled crude lower and took some pressure off the inflation read. Softer oil eased the energy-versus-inflation squeeze that had been weighing on rate-cut odds, giving risk assets room to run and rewarding long-duration growth names most exposed to the AI build.
The corporate tape reinforced the AI thesis. NVIDIA and Qualcomm firmed up as semis caught a bid, while Dell surged after guiding to roughly $60 billion in AI server revenue this year, validating backlog quality. Marvell's outlook lifted on accelerating data-center bookings, and Snowflake's guidance revived enthusiasm around AI software monetization. Traders are watching next week's ISM, jobs data, and Fed speakers for confirmation that the disinflation story is back on track. Featured: The #1 stock to buy BEFORE the June 12th filing (Ad) 
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Retail/Wholesale |
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Costco Wholesale Corp. (NASDAQ: COST) reported its fiscal Q3 2026 results after the market closed on May 28, and at first glance, it appears the company produced another stellar quarter. But the market reaction following the report was muted. The stock was down 4% shortly after the opening bell th... Read the Full Story |
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In the next 3 minutes…
James Altucher – legendary investor and venture capitalist…
And someone who’s known for playing his cards “close to the vest”…
Is going to give you the name and ticker symbol of a company he believes will skyrocket thanks to the coming Starlink IPO… |
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Technology |
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Throughout the first quarter of the year, the tech sector was a laggard as fears of an artificial intelligence (AI) bubble carried over from the selloff that began in October 2025. But since the start of the second quarter, that corner of the market has rallied—so much so that it has now overtaken ... Read the Full Story |
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Retail/Wholesale |
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Gap Inc. (NYSE: GAP) delivered a mixed first-quarter report Thursday after the bell, slightly missing Wall Street's earnings and revenue expectations for the second consecutive quarter while lowering its full-year sales outlook due to weaker-than-expected performance at its Old Navy brand. Although... Read the Full Story |
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From Our Partners |
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When the PC replaced the mainframe, companies that missed the shift went bankrupt. George Gilder - who called that revolution and the smartphone era - says it's happening again, right now.
A new super chip uses an entire silicon disc as one unified processor, running up to 100 times faster than today's leading AI systems while consuming 90% less power. Two companies building it are already public. A third is approaching IPO - and Gilder says that's when Wall Street catches on. |
| See Gilder's three picks before the IPO hits the market |
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Technology |
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SQL has long been the standard for database queries, but it was built for a structured world—and AI doesn't live in one. MongoDB (NASDAQ: MDB) recognized this early. Its document-based architecture supports hybrid searches across both structured and unstructured data simultaneously, enabling unif... Read the Full Story |
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Technology |
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Markets moved sharply higher to close the week and month, with technology stocks leading the way. The consistency of earnings reports is moving money off the sidelines as future revenue, and more importantly, earnings guidance, makes it clear that there’s plenty of room for the AI trade to run. Inv... Read the Full Story |
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From Our Partners |
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When the railroads launched in the 1860s, Andrew Carnegie didn't profit by riding the trains - he got rich owning the steel rails they ran on. The same dynamic may be playing out today around the anticipated $1.75 trillion SpaceX IPO.
Analyst Michael Robinson has identified a tiny, under-the-radar supplier - just 1/60th the size of SpaceX - that he believes sits at the center of Elon Musk's broader AI infrastructure buildout. Once SpaceX goes public this June, Robinson argues Wall Street will inevitably spotlight this overlooked vendor. |
| Watch Robinson's presentation and see the details before the IPO window closes |
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Technology |
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Synopsys (NASDAQ: SNPS) is one of the world’s two leading players in the electronic design automation (EDA) industry, along with Cadence Design Systems (NASDAQ: CDNS). The company plays a critical role in advanced semiconductor development. Without top-tier EDA software, creating leading-edge semic... Read the Full Story |
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Technology |
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It has taken time, but Salesforce's (NYSE: CRM) bottom has been reached, and the stage is set for a robust rebound. The SaaS apocalypse is not happening; Salesforce continues to gain traction, and its Q1 earnings results reveal that the virtuous cycle of AI is gaining momentum. The virtuous cycle... Read the Full Story |
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Retail/Wholesale |
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Approximately 14 months ago, the dollar store giant Dollar Tree (NASDAQ: DLTR) reached an agreement to sell its struggling Family Dollar franchise. Dollar Tree only won a competitive battle to purchase Family Dollar against its top peer, Dollar General (NYSE: DG), in 2015. At the time, both compani... Read the Full Story |
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Technology |
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Shares of Apple Inc (NASDAQ: AAPL) have been setting record highs in recent sessions, and are currently sitting around $310. It’s been a solid couple of weeks for the tech giant, as it looks to extend a run of more than 25% in less than two months. Yes, the stock's relative strength index (RSI) is... Read the Full Story |
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Finance |
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Palomar Holdings (NASDAQ: PLMR) writes insurance policies that few others will, and the niche is paying off. By focusing on risks that most standard insurers avoid, including earthquakes, floods, and surplus lines, the company just posted its strongest quarter ever. Trading now near its 52-week low... Read the Full Story |
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The Early Bird Stock Of The Day Upon completion of this offering, we will be the only U.S. publicly traded REIT focused exclusively on the senior housing sector and the only U.S. publicly traded REIT whose entire portfolio is owned and operated under RIDEA structures. We have an initial portfolio consisting of 34 senior housing communities, comprised of 10,422 units as of December 31, 2025. Our communities are located primarily in major retirement markets across 10 states, with units in Florida and Texas representing 69% of th... |
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