AeroVironment Stock Surges 28% After Earnings Blowout — Drone Demand Is Accelerating
Defense drone maker AeroVironment (AVAV) ripped 28% higher in early Tuesday trading after delivering a blowout fiscal fourth-quarter earnings report that smashed Wall Street estimates on both the top and bottom lines. The company earned $1.84 per share — a 26% beat versus the $1.46 consensus — while revenue more than doubled to $642 million, topping analyst expectations of $560 million. For a defense stock that had been down more than 40% year-to-date heading into the report, the reversal was ...
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Medicare Starts Covering Obesity Drugs July 1 — A Massive Catalyst for Novo Nordisk and Eli Lilly
Starting Wednesday, July 1, Medicare will cover GLP-1 obesity drugs for the first time in the program's history — a watershed development that could unlock millions of new patients for Novo Nordisk (NVO) and Eli Lilly (LLY). Eligible beneficiaries can access weight-loss drugs like Wegovy and Zepbound for a flat $50 monthly copay under Medicare's new Bridge demonstration program, dramatically undercutting the out-of-pocket prices patients currently pay. The scale of the opportunity is enormous. There are more than 69 million Medicare ...
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Small-Cap Stocks Post Best First Half in 35 Years — Here’s What’s Fueling the Rally
U.S. small-cap stocks are closing out the first half of 2026 with their strongest performance since 1991, and the driver might surprise you — it's not a classic economic boom. The Russell 2000 Index has surged more than 21% year-to-date, and this run is being powered by the same AI infrastructure buildout that has dominated large-cap headlines. The difference: for small caps, the upside may just be getting started. Semiconductor and semiconductor-equipment companies have been the biggest winners, accounting for roughly ...
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Tech’s Hot Streak Just Hit a Speed Bump—Here’s What Bank of America Sees Coming
The Nasdaq 100 has been on a tear lately, clawing back losses and breaking through the 30,000 barrier like it's no big deal. But here's the thing: Bank of America's technical strategists are basically saying, 'Pump the brakes, folks.' According to BofA's analysis, the Nasdaq is flashing some seriously bearish signals. The rally got a little too stretched, pushing past their measured move targets, and now the 14-week Relative Strength Index (RSI) is screaming 'overbought' while forming what they call a ...
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Warren Buffett Called—He Wants His Value Stocks Back (And You Should Too)
Look, the stock market's been a wild ride lately, but here's the thing: while everyone's chasing the next shiny tech IPO, some seriously solid companies are just sitting there, undervalued and waiting for investors who actually know what they're doing. Value investing isn't sexy. It's not going to make you rich overnight. But it's the strategy that turned Warren Buffett into, well, Warren Buffett. And right now, there are some genuinely compelling opportunities if you know where to look. **The Basic Play** Value ...
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When the Crowd Chases Rockets, Smart Money Follows the Supply Chain
SpaceX just had one of those IPO moments that makes you wonder if everyone lost their minds at the same time. The stock priced at $150, rocketed to $200 in two days, then crashed right back down. It's like watching a toddler discover gravity for the first time. Here's the thing: SpaceX is genuinely impressive. Starlink changed how we think about internet. Elon Musk is... well, Elon. But impressive companies don't always make impressive stocks, especially at IPO. By the time ...
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Tech Stocks Are Stuck in the Twilight Zone—And Nobody Knows When They’re Getting Out
If you've been watching tech stocks this week, you know the vibe: it's like everyone suddenly realized they've been dancing at a party that might not have an exit. The Nasdaq 100 dropped nearly 1% on Friday alone, but the real carnage? That was in chips and memory stocks—the cool kids who've been running the show. The iShares Semiconductor ETF is still up 99% year-to-date, which sounds amazing until you realize it just tanked another 3% in a single day. SK ...
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Bond Markets Eye Jobs Data and Iran Ceasefire as Oil Prices Tick Higher
U.S. Treasury yields held relatively steady Monday morning as investors balanced two competing themes: anticipation of critical labor market data later in the week and cautious relief over a fragile ceasefire between the U.S. and Iran in the Strait of Hormuz. At 10:17 a.m. ET, the benchmark 10-year Treasury yield ticked up less than one basis point to 4.376%, while the 2-year yield rose just over 2 basis points to 4.113%. The 30-year bond declined fractionally to 4.857%. It's the ...
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