Stocks To Buy

Every crisis has a moment that separates real safe havens from pretenders. Monday's Iran escalation just delivered that moment — and Bitcoin blinked first. As U.S.-Israeli strikes deepened over the weekend, gold futures surged 1.5% to $5,325 per ounce, approaching their all-time record above $5,625 set in late January. Meanwhile, Bitcoin cratered to $63,000 in the immediate aftermath of Saturday's strikes before staging a wild bounce back to nearly $70,000 by late morning. That's a 10% round trip in under 48 ...
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Defense stocks had a great Monday morning — until AeroVironment reminded everyone that government contracts can vanish faster than a Pentagon budget line item. Shares of AVAV cratered 19% in afternoon trading after the U.S. Space Force announced it's reopening its $1.4 billion SCAR (Satellite Communications Augmentation Resource) program to competing bidders. The program, which builds mobile ground stations for tracking and commanding spacecraft, had been exclusively awarded to AeroVironment's Blue Halo subsidiary. Now that exclusivity is gone — and so ...
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Norwegian Cruise Line just reminded Wall Street that even the best parties eventually run out of champagne. Shares of NCLH plunged 11% Monday after the cruise operator delivered a double dose of bad news: fourth-quarter revenue of $2.24 billion missed analyst expectations of $2.35 billion, and full-year 2026 guidance came in well below consensus. Norwegian expects adjusted earnings of $2.38 per share this year — a full 17 cents below the $2.55 Wall Street had penciled in. That's the kind of ...
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So here's the deal: Big Tech is about to drop $700 billion this year on AI infrastructure. That's $2 billion per day flowing into data centers, GPUs, and enough cooling systems to make your electric bill look like pocket change. Wall Street is having a collective panic attack, wondering if we're witnessing the biggest money bonfire since the dot-com bubble. But here's the thing – when you actually crunch the numbers (and I mean really crunch them, not just panic-tweet about ...
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Oil prices surged more than 6% on Monday after an Iranian drone strike forced Saudi Arabia to shut down its largest oil refinery -- and the Middle East energy map is suddenly looking a lot more fragile than anyone priced in. Saudi Aramco halted operations at the Ras Tanura refinery on the Persian Gulf coast, a facility that processes roughly 550,000 barrels per day. The shutdown came amid a wave of retaliatory strikes across the region following last weekend's joint U.S.-Israeli ...
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Software stocks are getting massacred, and Wall Street can't stop the bleeding. The fear is existential: if businesses can throw a few prompts into Claude or ChatGPT and build their own tools at minimal cost, what happens to the companies charging $50-per-seat-per-month for features AI can replicate in seconds? Salesforce has the answer -- its stock is down 32.7% in 2026 alone and 42.1% over the past 12 months. The market is pricing in a future where traditional SaaS moats evaporate. But ...
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Wall Street can't decide if Big Tech is pulling off the greatest investment of the century or lighting $700 billion on fire. The five largest hyperscalers -- Microsoft, Amazon, Alphabet, Meta, and Oracle -- are collectively spending roughly $710 billion on AI-related capital expenditures this year. That's $2 billion per day flowing toward data centers, compute chips, fiber, energy infrastructure, and cooling systems for machines most people only talk to through a chatbox. The kneejerk reaction from skeptics is predictable: "This is ...
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Wall Street can’t decide if Big Tech is pulling off the greatest investment of the century or lighting $700 billion on fire. The five largest hyperscalers — Microsoft, Amazon, Alphabet, Meta, and Oracle — are collectively spending roughly $710 billion on AI-related capital expenditures this year. That’s $2 billion per day flowing toward data centers, compute chips, fiber, energy infrastructure, and cooling systems for machines most people only talk to through a chatbox. The kneejerk reaction from skeptics is predictable: “This is ...
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