Good MorningU.S. stocks fell as renewed U.S. strikes on Iran heightened concerns about disruptions around the Strait of Hormuz, sending oil prices higher and pushing Treasury yields up. The Dow closed more than 400 points lower, while the S&P 500 declined about 0.8%. WTI crude settled above $90 per barrel, boosting energy shares, while the 10-year Treasury yield reached roughly 4.80% as markets weighed inflation and geopolitical risks.
Technology shares were broadly lower amid higher yields, although Apple bucked the trend as John Ternus formally succeeded Tim Cook as CEO, with Cook becoming executive chairman ahead of the company’s upcoming iPhone event. Microsoft received a higher price target from Bank of America on its cloud and AI progress, while NVIDIA expanded its collaboration with MediaTek and invested $3.5 billion in the chipmaker’s convertible bonds. GoPro surged after announcing a merger with optical-photonics company Starman Optical, which is expected to expand the combined company into the AI data center, government, defense, and aerospace markets.
Corporate developments also drew attention. Amazon’s Zoox said it would begin testing in Houston and San Diego, while Alphabet’s Waymo began welcoming public riders in Denver, San Diego, and Tampa. NIO shares slipped after quarterly revenue missed expectations despite rising 69% year over year, while vehicle deliveries increased 49% and margins improved. Featured: Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (Ad) 
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Consumer Discretionary | |
Dutch Bros Inc. (NYSE: BROS) has spent the past five years proving that a drive-thru, specialty drink and coffee chain can grow like a technology company.
Many times in recent years it has shown that it can. Same-shop sales have kept climbing and new locations keep opening at a breakneck pace.
But... Read the Full Story |
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From Our Partners | | Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge.
Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks.
Stream his free presentation to get every buy and sell recommendation with no membership or credit card required. | | Watch Marc Chaikin's free presentation and get his full buy-and-sell list today |
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Technology | |
NVIDIA Corporation (NASDAQ: NVDA) is executing a calculated, two-pronged expansion to protect its accelerated computing empire from threats posed by custom silicon. By injecting approximately $3.5 billion into MediaTek to capture edge workloads and advancing inference-focused platforms such as Rubi... Read the Full Story |
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Consumer Discretionary | |
Few stocks, let alone retail names, have enjoyed a run quite like Abercrombie & Fitch Co. (NYSE: ANF) over the past few months. Since the back end of May, shares have more than doubled, powering up to their highest level since January 2025 and all but erasing the brutal 60% sell-off that did so... Read the Full Story |
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From Our Partners | | TradeSmith CEO Keith Kaplan warns that AI's rapid rise has a dark side, threatening American jobs and livelihoods. He says now is the time to prepare before September 30th.
TradeSmith has invested $17 million in AI tools and built a platform used by 180,000 traders worldwide. One user, Stephen, credits it with building a $2.95 million retirement portfolio. | | See where Kaplan says to move your money before September 30th |
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Healthcare | |
Medtronic (NYSE: MDT) is a good buy in late 2026 because stars such as value, growth, guidance, partnerships, and dividends are aligning. They point to sustained outperformance and potential acceleration but, more importantly, to robust capital returns.
While share buybacks are at token levels, ba... Read the Full Story |
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Technology | |
Every so often, a stock quietly climbs its way into the upper ranks of the market's leaderboard without attracting the attention its performance deserves. Lumentum Holdings (NASDAQ: LITE) is one of those names.
The optical technology company has surged about 140% year to date, placing it among the... Read the Full Story |
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From Our Partners | | Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required.
Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away. | | Discover the gold income fund before the next payout date |
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Technology | |
Escalating cloud computing costs are pushing artificial intelligence users to a breaking point. Developers, hobbyists, and mid-size companies are increasingly abandoning expensive monthly API subscriptions in favor of running AI models directly on their own machines—a shift made possible by "quanti... Read the Full Story |
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Technology | |
With shares down about 5% year to date (YTD), Qualcomm Inc. (NASDAQ: QCOM) is hardly the most glamorous name in AI. The company neither builds the agents that capture headlines nor operates cloud platforms that draw institutional business.
Still, the company's underlying strength is hard to dismiss... Read the Full Story |
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Technology | |
Palantir Technologies (NASDAQ: PLTR) chief executive officer Alex Karp has never been shy behind a microphone. However, it seems that investors have been hearing more from Karp since the company's Q2 2026 earnings report.
Much of Karp's discussion centers on sovereign AI, which involves developing ... Read the Full Story |
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Technology | |
After a gloomy first half to the year, shares of Salesforce Inc. (NYSE: CRM) have been enjoying quite the recovery of late. Since June, the stock has surged more than 70%, and last week's earnings poured fresh fuel on the fire.
It’s been a powerful run, and one that has gone a long way towards qui... Read the Full Story |
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Industrials | |
A surge in call option volume recently triggered a repricing of drone manufacturer Draganfly Inc. (NASDAQ: DPRO). Often, sudden spikes in derivatives markets stem from retail speculation or fleeting rumors. A closer look at Draganfly’s underlying fundamentals reveals a different story.
This recent... Read the Full Story |
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Wednesday's Early Bird Stock Of The Day GE Vernova LLC, an energy business company, generates electricity. It operates under three segments: Power, Wind, and Electrification. The Power segments generates and sells electricity through hydro, gas, nuclear, and steam power. Wind segment engages in the manufacturing and sale of wind turbine blades; and Electrification segment provides grid solutions, power conversion, solar, and storage solutions. The company was incorporated in 2023 and is based in Cambridge, Massachusetts. | Should I Buy GE Vernova Stock? GEV Bull and Bear Case Explained
These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of GE Vernova was last updated on Wednesday, September 02, 2026 at 1:05 AM.
GE Vernova Bull Case -
GE Vernova Inc. is currently trading at $897.33, which is significantly below the consensus price target of $1,133.15, suggesting substantial upside potential for investors who believe the market is undervaluing the company's long-term growth prospects.
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The company demonstrated strong top-line growth in its most recent quarter, reporting revenue of $11.10 billion, which exceeded analyst estimates of $10.79 billion and represented a 21.9% increase compared to the same period last year, indicating robust demand for its power generation and energy transition solutions.
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GE Vernova Inc. is positioned to benefit from the expanding global steam turbine aftermarket, a market projected to grow from $12.5 billion in 2025 to $16.02 billion by 2031, driven by aging power fleets and life-extension programs that support the company's recurring parts and service revenue streams.
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Recent reports indicate that GE Vernova Inc. is on track to sign final energy agreements in Venezuela, which could create new project opportunities and provide greater operational flexibility for the company as the country amends its hydrocarbons laws to allow foreign participants to expand projects.
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The stock carries a consensus rating of "Moderate Buy" from analysts, with 24 out of 30 recent ratings being either Strong Buy or Buy, reflecting broad institutional confidence in the company's strategic direction and market position despite recent volatility.
GE Vernova Bear Case -
GE Vernova Inc. recently missed earnings expectations, reporting $2.47 per share in its latest quarterly results against a consensus estimate of $3.17, a shortfall of $0.70 that may signal challenges in maintaining profit margins despite strong revenue growth.
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The stock is trading below both its 50-day moving average of $1,027.25 and its 200-day moving average of $976.33, indicating a technical downtrend and potential continued selling pressure as investors take profits or reassess valuation levels.
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Speculation regarding potential competition from SpaceX has weighed on investor sentiment, creating uncertainty about the company's competitive moat in the energy sector, although the specific nature of this threat remains unclear and unconfirmed by either company.
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Erste Group Bank recently lowered its FY2027 earnings estimates for GE Vernova Inc., forecasting $24.64 per share down from a previous estimate of $24.73, which reflects a cautious outlook from some analysts regarding the company's future profitability.
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The company's P/E ratio of 25.68 is relatively high, and with a beta of 1.15, the stock is more volatile than the broader market, posing a higher risk of significant price swings for investors who are sensitive to market fluctuations.
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