Summer Stock Rally? Morgan Stanley Says Hold Your Horses

So you thought summer was gonna be smooth sailing for your portfolio? Morgan Stanley's got some bad news for you. Andrew Sheets, the bank's global head of fixed income research, just dropped a reality check on the "summer rally" narrative that's been floating around Wall Street. Here's the thing: July has been basically undefeated since 2014—the S&P 500 has gained every single July for over a decade. That's the kind of track record that makes investors salivate. But Sheets is waving ...
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Three Biotech Stocks With FDA Catalysts That Could Move Before Wall Street Catches On

Biotech is one of the few sectors in the market where a single regulatory decision can send a stock up 60% before lunch. That's exactly what happened with uniQure NV (NASDAQ: QURE) earlier this year: a shift in FDA positioning on one of its drug candidates triggered a near-double in the stock almost overnight. But here's what experienced biotech investors focus on — in the week before that move, the stock was already showing unusual institutional accumulation. Large buyers were ...
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Bank Earnings Season Kicks Off Next Week — Analysts Flag These Names as Top Buys

Bank earnings season is just days away, and Wall Street analysts are going into it with unusually high conviction. The financials sector has been one of the most consistent performers in 2026, and analysts tracking hedge fund positioning say the setup for bank stocks looks better than it has in years. For retail investors watching the sector, this week's analyst commentary is worth reading before the big numbers drop next week. Insider Monkey's analysis of Q1 2026 hedge fund data, combined ...
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JPMorgan’s SambaNova Bet Signals a Second Front in the AI Infrastructure Race

The prevailing wisdom on Wall Street has been simple: AI workloads are moving to the cloud, and whoever owns the cloud wins. JPMorgan Chase just complicated that story in a meaningful way — and investors who understand what happened this week are better positioned than those who don't. SambaNova Systems, an AI chip startup that Intel reportedly tried to acquire for roughly $1.6 billion less than a year ago, raised $1 billion this week at an $11 billion valuation. The anchor ...
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The SpaceX IPO Just Changed Telecom Forever — Three Stocks Quietly Benefiting From the Shift

When SpaceX went public as Space Exploration Technologies Corp. (SPCX), the financial media fixated on the usual questions: Was the valuation too high? Would the stock pop on day one? Those are the wrong questions. The real story is what SpaceX plans to do with the $75 billion it raised — and the answer is clear: pour it into Starlink. That changes the competitive dynamics for every cable and telecom company in America, and it's already showing up in stock ...
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Wall Street’s Favorite Nasdaq 100 Stocks for the Second Half of 2026

After a blockbuster first half for U.S. equities, investors are entering the back half of 2026 with a more complicated picture. The Nasdaq 100 is trading near record highs, fueled by the AI-driven rally — but with elevated valuations, shifting Federal Reserve expectations, and geopolitical uncertainties in the mix, simply chasing momentum is no longer enough. That makes stock selection critical heading into Q3 and Q4. CNBC Pro screened the Nasdaq 100 for names that combine strong fundamentals with genuinely ...
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Fifth Third Bancorp Breaks Out to Multi-Year Highs After $11 Billion Comerica Deal

Regional banks are having a moment — and one name is standing out from the pack. Fifth Third Bancorp (FITB) has quietly broken out to multi-year highs, driven by the completion of its nearly $11 billion acquisition of Comerica in February 2026. That deal vaulted Fifth Third from a mid-sized regional player into the nation's ninth-largest bank by assets, and investors are beginning to price in the scale that comes with it. Shares have pushed higher since the deal closed, ...
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The Trump Trading Speedrun: How 85 Trades a Day Beat Wall Street

So here's a wild plot twist: President Trump's stock portfolio is absolutely crushing it. We're talking 37.3% returns since inauguration versus the S&P 500's measly 23.5%. And before you ask—yes, this is real, and yes, it's bonkers. The numbers tell the story. Trump's financial disclosures dropped last week showing he made 21,285 stock trades in 2025. That's 85 trades per trading day. One trade every five minutes during market hours. If you've ever tried day trading, you know that's not just ...
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