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Treasury Yields Jump on Hot Jobs Report. Stock Futures Stay Lower.
Barrons.com81d agobullish
Treasury Yields Jump on Hot Jobs Report. Stock Futures Stay Lower.

Stock futures kept falling after a hot jobs report sent bond yields higher. Dow futures were flat. S&P 500 futures were down 0.6%. Nasdaq 100 futures was down 1.3%. The U.S. economy added 172,000 jobs in May, which was well above expectations at 105,000 jobs.

Amazon vs. Microsoft: Which Cloud Stock Wins for Patient Investors?
24/7 Wall St.81d agobullish
Amazon vs. Microsoft: Which Cloud Stock Wins for Patient Investors?

If you’re a patient, retirement-focused investor weighing Amazon (NASDAQ:AMZN) against Microsoft (NASDAQ:MSFT), the question is straightforward: Which mega-cap cloud stock deserves a core slot in a long-duration portfolio right now? Both run the world’s two largest public clouds. Both are pouring tens of billions into AI infrastructure. But only one is built for the retirement ... Amazon vs. Microsoft: Which Cloud Stock Wins for Patient Investors?

Investing.com81d agobullish
Unity and AppLovin stocks jump on Edgewater upgrade & ad pivot

Shares of Unity Software and AppLovin climbed in recent trading, advancing 5% and 3% respectively, following a sweeping sector upgrade by Edgewater Research. Analyst Joe Wittine raised his rating on both mobile-advertising giants to Outperform, citing a noticeable industry pivot toward ad-supported monetization that is reshaping the mobile gaming ecosystem and alleviating long-standing investor concerns. The Ad-Supported Pivot The core driver of the upgrades is a validated channel shift toward I

Alphabet vs Amazon: Which Is the Better Dip Buy Right Now?
24/7 Wall St.81d agobullish
Alphabet vs Amazon: Which Is the Better Dip Buy Right Now?

Two megacap pullbacks, one decision: should a retirement-focused investor add Alphabet (NASDAQ: GOOGL) or Amazon (NASDAQ: AMZN) on this dip? Both have slipped over the past month, both are spending heavily on AI infrastructure, and both just blew past Q1 estimates. Yet only one of them looks like a clean entry for a portfolio built ... Alphabet vs Amazon: Which Is the Better Dip Buy Right Now?

Vistra vs. Constellation: Which AI Power Stock Is the Better Buy Right Now?
24/7 Wall St.81d agobullish
Vistra vs. Constellation: Which AI Power Stock Is the Better Buy Right Now?

For retirement-focused investors weighing the two dominant independent power producers cashing in on the AI data center buildout, the question is direct: Vistra (NYSE:VST) or Constellation Energy (NASDAQ:CEG) — which one belongs in the portfolio right now? Both have ridden the same nuclear-and-gas thesis. Both have signed long-term hyperscaler contracts. But the answer for someone whose ... Vistra vs. Constellation: Which AI Power Stock Is the Better Buy Right Now?

SpaceX IPO Brings ‘Prime Time’ for Advisers Ahead of Wealth Surge
Bloomberg81d agobullish
SpaceX IPO Brings ‘Prime Time’ for Advisers Ahead of Wealth Surge

(Bloomberg) -- If SpaceX’s IPO goes off as planned, it’ll be a pivotal moment for many of the company’s thousands of employees, who’ll finally be able to sell shares into the public market.Most Read from BloombergSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PSaylor’s Bitcoin Machine Is Misfiring on Every Cylinder‘Sell Indonesia’ Sweeps Trading Desks as Prabowo Tightens GripGlazer Family Members Study Manchester United Stake SaleBloomberg Retracts Incorrect Story on RBI GoldThat prospect

Assessing Fortinet (FTNT) Valuation After Earnings Beat Guidance Hike And AI Security Push
Simply Wall St.81d agobullish
Assessing Fortinet (FTNT) Valuation After Earnings Beat Guidance Hike And AI Security Push

Why Fortinet's Earnings and AI Pivot Are Moving the Stock Fortinet (FTNT) has drawn fresh attention after strong quarterly earnings, higher full-year 2026 revenue guidance, and new AI-focused security products, all supporting its push as a converged security and networking platform. See our latest analysis for Fortinet. The recent earnings beat and AI product launches have come alongside sharp share price momentum, with a 30 day share price return of 66.45% and a year to date share price...