The stock market's semi-charmed life: Morning Brief
The stock market has surged to record highs, and the names doing most of the work to get us there are coming from one industry: semiconductors.
In a note to clients Wednesday morning, the team at Bespoke Investment Group noted the recent rally in semis is “one of the most epic runs in history.”
Through Tuesday’s close,
» Read more about: The stock market's semi-charmed life: Morning Brief »
Read MoreUS Stock Market Today S&P 500 Futures Inch Higher As Inflation Worries Ease
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St’s investing ideas for FREE.
The Morning Bull – US Market Morning Update Thursday, May, 7 2026
US stock futures are slightly higher this morning, with E-mini S&P 500 contracts up about 0.1%,
» Read more about: US Stock Market Today S&P 500 Futures Inch Higher As Inflation Worries Ease »
Read MoreThe Chokepoint Economy: CEOs say the US is resilient — but markets are underpricing risks
The News
The gap in expectations between CEOs running retailers, industrial giants, and other “real economy” companies and Wall Street financiers has grown, according to , a new report released Thursday based on an analysis of interviews with more than 300 executives, policymakers, and decision-makers at Semafor World Economy.
Here’s Why Bloom Energy (BE) Ranks Among Mid-Cap Stocks That Are On Fire Right Now
Bloom Energy Corporation (NYSE:BE) is one of the 10 Mid-Cap Stocks That Are On Fire Right Now. On April 28, BTIG increased its price target on Bloom Energy Corporation (NYSE:BE) from $165 to $295 and kept its Buy rating on the stock, pointing to the company’s Q1 2026 results and an expanded partnership with Oracle.
Read MoreUS Stock Market Today S&P 500 Futures Inch Higher As Inflation Worries Ease
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St’s investing ideas for FREE.
The Morning Bull – US Market Morning Update Thursday, May, 7 2026
US stock futures are slightly higher this morning, with E-mini S&P 500 contracts up about 0.1%,
» Read more about: US Stock Market Today S&P 500 Futures Inch Higher As Inflation Worries Ease »
Read MoreThe Burst
Will This Airline Upstart Be a Massive Winner?
One reason Joby has survived the post-SPAC reckoning is its deepening relationship with the U.S. Department of Defense. The company holds a $131 million contract to deliver up to nine aircraft to the U.S. Air Force, and it has already delivered multiple units.
That relationship does more than generate modest revenue. Military testing accelerates certification,
» Read more about: Will This Airline Upstart Be a Massive Winner? »
Read MoreThe Ivy
Is Intel Going to Soar In 2026?
After years of playing defense, Intel surprised investors in 2025 by showing genuine momentum. Shares climbed roughly 80% over the year, a sharp reversal from the stagnation that defined much of the past decade.
Massive U.S. government support tied to domestic chip manufacturing, key backing from SoftBank, and a high-profile partnership with Nvidia have materially strengthened Intel’s balance sheet.
» Read more about: Is Intel Going to Soar In 2026? »
Read MoreThe Spotlight
Robinhood Is Flying High But Will It Last?
Robinhood’s stock has been on a stunning run. Shares have climbed more than 3x over the past year, fueled by rocketing trading activity, higher engagement from existing users, and a steady rollout of new products that go well beyond basic stock trades.
Robinhood’s recent results are undeniably impressive. Revenue roughly doubled year over year and earnings popped nearly 4x.
» Read more about: Robinhood Is Flying High But Will It Last? »