Daily Market Wrap

Stocks Start the Month Strong, Closing at Fresh All-Time Highs
AI rally lifts stocks on Monday to new records. Alphabet (GOOGL) posts strong results as cloud revenue jumps 63%.
Market Closes Higher Amid Easing Oil Prices and Peace Optimism
Stocks rose on Wednesday on U.S.–Iran peace hopes. Meta (META) boosts AI infrastructure spending, raises 2026 CapEx guidance.
Stocks Extend Winning Streak Ahead of Holiday Market Close
Wall Street rallies on Friday into Memorial Day weekend. Microsoft (MSFT) posts strong quarter as AI has not put a dent in growth.
Stocks Close Higher as Optimism on US-Iran Deal Pushes Oil Prices Lower
Stocks go up on Thursday amid hopes of US–Iran deal. ServiceNow (NOW) stock attempts to put in a bottom as profit growth slows.
Wall Street Rebounds as NVIDIA (NVDA) Leads AI Stock Surge
Stocks climb on Wednesday ahead of NVIDIA earnings. Tesla (TSLA) bets big on Robotaxi and Optimus with $25 billion expansion plan.
Research Reports - Subscription Required

Amazon (AMZN) Hits All-Time High as AI Demand Supercharges AWS Growth
Amazon (AMZN) blew away analysts profit estimates of 9% last quarter and delivered 75% growth as AWS revenue jumped 28%.

Alphabet (GOOGL) Posts Strong Overall Results as Cloud Revenue Surges 63%
Google Cloud delivered 63% revenue growth lasrt quarter as Alphabet’s (GOOGL) cashing in on AI infrastructure demand.

Apple (AAPL) iPhone Demand Stays Strong as Profits Grow a Solid 22%
Apple (AAPL) has nice momentum right now as iPhone sales jumped 22% last quarter, helping boost profits 22% year-over-year.

Meta (META) Boosts AI Infrastructure Spending, Raises 2026 CapEx Guidance
Meta (META) is spending more on AI, which is hurting profit growth (and the stock). But with a P/E of 19, META is a good value.

Domino’s (DPZ) Profits Decline as the Stock Flounders with No Catalyst in Sight
Domino’s (DPZ) posted its third profit decline in four quarters, and hte stock has been in a year-long-decline. DPZ needs a catalyst.

Amphenol (APH) is One of the Biggest Winners of the AI Infrastructure Boom
Amphenol (APH) is selling lots of parts for Datacenter buildouts, and also Defense companies. Is space the next frontier? Robotics?
Stock of the Week
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Apple (AAPL) iPhone Demand Stays Strong as Profits Grow a Solid 22%
Apple (AAPL) has nice momentum right now as iPhone sales jumped 22% last quarter, helping boost profits 22% year-over-year.
Growth Stock Newsletter

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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