Good evening investor!
Tuesday's close just came in, and the split screen tells you everything you need to know. The Dow surged over one percent while the Nasdaq slipped into the red, meaning the rotation from growth into more traditional names is very much still happening.
Crude pricing down again only adds more texture to a session that felt less like conviction and more like repositioning. The real story for value hunters is hiding in a couple of places today.
Memory stocks like Micron are selling off, and the debate is whether this is a cyclical bottom setting up a future entry point or the start of something uglier. Meanwhile, growth stocks broadly lagging behind value ETFs is not noise, it is a pattern worth respecting.
If you have been waiting for the market to hand you a better price on quality names, the current rotation might be quietly building that case for you.
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Jensen Huang, Nvidia's CEO, says this device is shattering the limitations of AI and without it, AI can't scale.
Google Ventures says it's the future of AI compute.
And Sequoia Capital – the firm that backed Anthropic and OpenAI – calls it a "holy grail".
Yet most Americans have never heard of it…
Wall Street insider Jason Bodner – the same man who called Nvidia at $4.50 – says this critical "light-speed" device could be bigger for AI than GPUs… and it's about to launch a whole new wave of AI winners. And to prove it, he's giving away his #1 stock involved with it – for free.
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For factor investors, there's a massive gap between growth and value stocks that appears to only be widening. As of July 24, 2026, the iShares Russell 1000 Value ETF, which tracks the Russell 1000 Value Index, had returned 18.88% year-to-date (YTD), while the iShares Russell 1000 Growth ETF was down 0.36%.
Read more...Here is how Corning (GLW) and Grindr Inc. (GRND) have performed compared to their sector so far this year.
Read more...
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Micron Technology (MU) and its memory peers are bearing the brunt of a fierce market selloff on Tuesday, which has been the case this month. Micron declined 8% while SanDisk plunged 15% in the session.
Read more...From advanced seating systems to smart mirrors and lidar technology, LEA, GNTX and HSAI are three automotive equipment stocks positioned to capitalize on the future of mobility.
Read more...AI Breakthrough Could Soon Reorder Stock Market Winners and Losers
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