Daily Market Wrap

Stocks Slide as Oil Price Nears $100 and Inflation Fears Rise
Stocks fell on Thursday amid rising Middle East tensions and surging oil prices. Cloudflare’s (NET) AI agents are seen to boost growth.
U.S. Stocks End Mixed as Investors Monitor Iran War, Oil Prices
Stocks were mixed on Wednesday amid Iran War concerns. Advanced Micro Devices’ (AMD) revenue & profits are set to soar on AI surge.
Stocks Erase Early Losses Following Trump’s Hint that Iran War is Almost Over
Stocks jumped on Monday after Trump indicates Iran war nearing an end. Apple (AAPL) delivered its biggest quarter in years.
Stocks Decline Sharply on Oil Price Surge and Weak U.S. Jobs Report
Stocks tumbled on Friday on oil spike and weak jobs report. Grainger (GWW) continued to navigate macro pressures as profits decline.
Stocks Drop as Middle East Conflict Escalates, Oil Prices Spike
Stocks dropped on Thursday as Middle East tensions drove oil price surge. Chipotle (CMG) stock rebounded despite 0% profit growth.
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Gemini 3.0 is Fueling Alphabet’s (GOOGL) AI Surge With 750 Million Users
Alphabet (GOOGL) has a catalyst with its new AI assistant: Gemini 3., with 750 million active users since its launch in last November.

Meta Platforms (META) Expands AI Positioning With AMD Partnership
Meta Platforms (META) doubles down on AI after its deal with Advanced Micro Devices (AMD) despite investor concerns.

Mastercard (MA) Stock Falls on AI Concerns, But a Buying Opportunity Emerges
MasterCard (MA) continued to beat profits and revenue estimates last quarter, but AI fears have pulled the stock down.

Cloudflare (NET) is Seeing Accelerating Revenue Growth Due to AI Agents
AI is the biggest tailwind for Cloudflare’s (NET) network, as AI agent activity helped push company revenue up 34% last quarter.

Advanced Micro Devices (AMD) Revenue & Profits are Set to Soar on AI Surge
AMD (AMD) is rolling in the business as companies build out their AI infrastructure. Revenue could grow 35% a year into the future.

Apple (AAPL) Delivers its Biggest Quarter in Years as iPhone 17 Demand Explodes
Apple (AAPL) just recorded its best quarter in four years as management says demand for the new iPhone 17 is staggering.
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Advanced Micro Devices (AMD) Revenue & Profits are Set to Soar on AI Surge
AMD (AMD) is rolling in the business as companies build out their AI infrastructure. Revenue could grow 35% a year into the future.
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David Sharek’s Top Ten Growth Stocks for 2025
Here’s my Top Ten growth stocks heading into 2025. This year’s list is dominated by big name tech stocks with some fresh ideas mixed in.
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