Intel Is Up 311% in a Year — Can Q2 Earnings Keep the Turnaround Alive?

Intel (INTC) has been one of the most dramatic comeback stories in tech over the past year, rallying more than 311% over the trailing 12 months. But the stock has pulled back roughly 30% from its June highs as broader chip sector concerns mount — including competition from cheaper Chinese AI models and questions about whether hyperscalers will keep spending at the same pace. With Q2 earnings on the horizon, investors face a pointed question: is Intel’s turnaround story built ...
Read More About This
|

China’s Car Market Is Collapsing — What It Means for Global Auto Investors

China’s passenger car market is on track for its worst year since 2021. After sales plunged 20.2% in the first half of 2026, the China Passenger Car Association has slashed its full-year retail sales forecast from flat to a decline of 14% — projecting final deliveries of just 20.4 million units, down sharply from a record 23.7 million in 2025. The numbers are brutal, and they are getting worse: analyst Xiao Feng of Citic CLSA thinks the full-year drop could ...
Read More About This
|

Capital One Reports Tuesday — Here’s What the Discover Deal Must Deliver

Capital One Financial (COF) put more than $35 billion on the line when it acquired credit card giant Discover last May. After two consecutive quarters of profit misses and a slumping stock price, Tuesday’s Q2 earnings report is the moment CEO Richard Fairbank must show investors the deal is actually delivering. The Street expects Capital One to report earnings per share of $4.75 on revenue of $15.77 billion — sequential improvements over Q1 2026 and Q4 2025 — but analysts ...
Read More About This
|

When AI Stocks Crash, Where Do Smart Money Go? Goldman Sachs Has a Map

So the AI trade is having a moment—and by "moment," I mean it's melting down faster than a server farm in July. Memory chips are tanking, competition from China is getting spicy, and suddenly everyone's wondering: what now? Enter Goldman Sachs, playing the role of the friend who actually knows where the exits are when the party gets weird. The bank's Ben Snider just dropped a note saying the momentum factor—basically the stocks that have been printing money all year—is now erasing ...
Read More About This
|

3 Energy Dividend Stocks Wall Street Is Backing Ahead of Q2 Earnings

As stock market volatility persists — driven by AI spending uncertainty, geopolitical tensions, and a mixed earnings season — income-focused investors are rotating toward dividend stocks for stability and steady cash flow. Three energy names are drawing strong backing from top Wall Street analysts heading into their Q2 earnings reports: ConocoPhillips, Energy Transfer, and Chevron. Together, they offer yields ranging from 3% to nearly 7%, all backed by credible free cash flow and analyst price targets with meaningful upside. ConocoPhillips (COP) ...
Read More About This
|

Lumentum Stock Is Down 18% — Barclays Says That’s a Buying Opportunity

One of the AI infrastructure trade's standout performers of 2026 has pulled back sharply — and Barclays thinks that's exactly the entry point investors have been waiting for. Lumentum Holdings (LITE), a maker of optical and photonic technologies critical to AI data center infrastructure, has fallen 18% over the past three months despite being up nearly 100% year-to-date. On Monday morning, Barclays upgraded the stock to overweight from equal weight, keeping its $1,000 price target intact — implying 36% upside ...
Read More About This
|

Alphabet, Tesla, and GM Head a Huge Week for Earnings — What Investors Need to Watch

Earnings season is about to hit a major inflection point. This week, 77 S&P 500 companies are set to report second-quarter results — and the headline names couldn't be bigger. Google-parent Alphabet and Tesla are both on deck, alongside General Motors and IBM. With market sentiment already rattled by a semiconductor selloff and rising geopolitical tensions with Iran, the stakes for this batch of reports are unusually high. The season is off to a strong start: of the roughly 50 S&P ...
Read More About This
|

10 Stocks That Actually Make Sense (If You’re Tired of Chasing Memes)

Look, we get it. Growth stocks are sexy. AI is everywhere. But sometimes the best investment move is the boring one—and that's exactly what value investing is all about. Think of value stocks like finding a solid used car that runs great but nobody wants because it's not the latest model. You're buying quality at a discount, and honestly? That's how actual wealth gets built. We dug through the market and found 10 stocks that are genuinely undervalued right now. These aren't ...
Read More About This
|