Good evening investor!

Thursday's session just wrapped up, and the yen was arguably the most interesting thing that happened today. The Bank of Japan's currency moves rattled global markets earlier this week, and with the yen pulling the pin again, currency traders had plenty to think about even as U.S.

stocks staged a convincing rally across the board. The S&P 500 closed up 1.66% at 7,437, the Nasdaq surged nearly 2.8%, and the Dow added over 1% as tech led the charge higher.

Semiconductors are back in focus too, with some analysts calling out specific chip stocks as buying opportunities after a recent pullback, which is exactly the kind of setup value investors love to dig into. If the macro noise around central banks in Tokyo and London is creating short-term volatility in beaten-down sectors, that gap between price and underlying worth is exactly where hidden value tends to live.

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Marc Chaikin has identified a little-known company that recently partnered with Nvidia, positioning it ahead of Tesla in the autonomous vehicle race. A scheduled July 31 announcement could reshuffle market winners and losers, and this under-the-radar stock may be one of the biggest beneficiaries. Chaikin is also releasing a Hotlist and Hitlist of buy and sell ideas alongside this pick.

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