The Markets Daily delivers timely news and analysis on the stocks retail investors are watching most, helping you stay informed on what matters to your portfolio.
May 11, 2026
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3 min read
As AI buildouts expand beyond chips, these infrastructure leaders are powering the next phase of the trade. Vertiv, Cadence, and Ciena are riding strong momentum in cooling, chip design, and networking.
May 10, 2026
Shopify’s growth remains strong, but its premium valuation is weighing on the stock in the near term. With AI-powered expansion, solid guidance, and buybacks set to kick in, 2026 could create a compelling entry point.
May 9, 2026
The Fed lifted its asset cap and Wells Fargo is growing again — earnings, loan growth and buybacks have returned. Still, higher credit reserves, squeezed margins and lingering reputational risk temper the upside.
May 8, 2026
May 7, 2026
May 6, 2026