Retail Traders Are Back: The Dip-Buying Frenzy That Has Wall Street Talking

Remember last week when software stocks got absolutely demolished? Yeah, well, the retail trading crowd just said "hold my energy drink" and dove right back in. JPMorgan just dropped some fascinating data on what exactly these dip-buyers have been up to, and honestly, it's kind of impressive. Here's the tea: After software stocks crashed harder than a Windows 95 computer, retail traders initially did what any sane person would do—they backed away slowly. Buying activity hit rock bottom on February 5th ...
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Tech Just Got Wrecked — Apple’s Worst Day in 10 Months Leads the Carnage

Thursday was a bloodbath for tech, and the Magnificent Seven took the worst of it. The Nasdaq dropped 2%, the S&P 500 fell 1.6%, and the Dow shed 670 points. But the real headline was Apple, which cratered 5% in its worst single-session performance since April. The damage was broad-based. All seven of the Mag Seven stocks closed red. AppLovin collapsed 20% after earnings disappointed. Cisco, which we covered yesterday after its "beat-and-drop" earnings report, got hammered another 12%. Restaurant Brands ...
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Three Stocks Quietly Winning the AI Race Nobody’s Watching

Everyone's obsessed with Nvidia, Microsoft, and the usual AI suspects. But some of the best plays in the AI boom aren't building the chips or training the models — they're the companies that become more valuable as AI goes mainstream. And right now, three names stand out. Automatic Data Processing (ADP) processes payroll for roughly one in six U.S. workers. It's not sexy. It's not going to make headlines at CES. But payroll is one of those deeply regulated, compliance-heavy tasks ...
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The Jobs Report Looked Great — What It’s Hiding Is the Real Story

January's jobs report dropped like a gift from the labor market gods: 130,000 new positions, unemployment ticking down to 4.3%, and wages climbing at a respectable 3.7% annual clip. On the surface, it's hard to complain. But here's the part that didn't make the headline: the Bureau of Labor Statistics quietly revised 2025's entire payroll count — and wiped out nearly 900,000 jobs that never actually existed. Total job growth last year? Not 584,000. Try 181,000. That's a gut punch to ...
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This AI Stock Just Went Full Rocket Mode (And Here’s Why You Should Care)

So here's a fun Friday story: while most of us were probably thinking about weekend plans, Applied Digital (NASDAQ: APLD) decided to absolutely lose its mind and rocket up 28% in a single day. And honestly? It makes total sense once you dig into what happened. Let's back up. Applied Digital is basically the landlord for AI companies – they build and operate the massive data centers that power all those ChatGPT conversations and AI image generators we're all obsessed with ...
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When Being Right Goes Spectacularly Wrong: The $6.6 Billion Oops

Picture this: You're so good at your job that you make your company a billion dollars in a single year. Your boss gives you a nine-figure bonus (yes, that's $100+ million). You're basically the Michael Jordan of natural gas trading. Then you lose $6.6 billion and accidentally destroy one of the world's biggest hedge funds. Meet Brian Hunter – the guy who proved that being really, really right can sometimes make you catastrophically wrong. The Farm Boy Who Conquered Wall Street (Almost) Hunter wasn't ...
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RTX Has a $268 Billion Backlog and Wall Street Is Finally Noticing

In a market obsessed with AI chipmakers and mega-cap tech, one of the best growth stories of 2026 is hiding in plain sight — inside a defense contractor. RTX Corporation (NYSE: RTX), the company behind Pratt & Whitney engines, Raytheon missiles, and Collins Aerospace systems, just reported 2025 results that blew past projections. Revenue came in at $88.6 billion against an initial forecast of $83-84 billion. Adjusted earnings hit $6.29 per share. And the number that should make every growth investor ...
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Cisco Beat Earnings and Still Got Crushed — Here’s Why

Cisco just delivered a quarter that, on paper, looked pretty solid. Revenue hit $15.35 billion (beating the $15.12 billion estimate), earnings came in at $1.04 adjusted (above the $1.02 consensus), and sales grew 10% year-over-year. Product orders surged 18% across every geography. So naturally, the stock dropped nearly 10%. Welcome to Wall Street, where beating expectations isn't enough — you have to beat expectations about the future, too. And Cisco's guidance was the problem. The company projected Q3 earnings of $1.02 to ...
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