Is this Skubal’s last start with Tigers?

Tuesday, July 28

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Welcome to The Pregame Lineup, a weekday newsletter that gets you up to speed on everything you need to know for today’s games, while catching you up on fun and interesting stories you might have missed. Today’s edition is brought to you by David Adler.

Normally in this newsletter we keep the focus on tonight’s games. But just this once, we want to look ahead to tomorrow.

Keep your eyes on the Tigers’ game against the Orioles tomorrow afternoon (1:10 p.m. ET on MLB.TV). Because it could be the last game of the Tarik Skubal era in Detroit.

Skubal takes the mound at Comerica Park for what could be his final start as a Tiger — his last start before Monday’s 6 p.m. ET Trade Deadline. By the time his turn in the rotation comes up again, the back-to-back Cy Young Award winner could be wearing a new uniform for the first time in his career.

“Every single start that I have at home, even on the road, the support that the fans have given me is second to none, and I truly appreciate that,” Skubal told reporters today. “But the questions, they follow you everywhere.”

All eyes will be on Skubal, the No. 1 trade candidate on the market. He’s been linked most strongly to the Brewers, Rays and Dodgers over the last few days, and Detroit’s current three-game losing streak only makes it more likely that Skubal will be moved in a Deadline blockbuster. The Braves and Yankees are expected to start calling about Skubal now, too.

Entering play today, the Tigers are six games back in the AL Central and four games out of a Wild Card spot, with five teams in front of them. Their playoff odds are down to close to 25%.

Skubal, though, has been his old dominant self over the last month, as the ace left-hander gets further removed from the elbow procedure that kept him out from the end of April until mid-June. Over his last five starts, Skubal is 4-1 with a 1.48 ERA and 44 strikeouts in 30 1/3 innings.

He’s also about to reach the 1,000-strikeout milestone — Skubal is sitting on 999 career K’s entering tomorrow’s start. Even as the trade rumors swirl, he expects to make that start.

“I’m pitching tomorrow,” Skubal said. “I’ve got something cool that I want to accomplish at home, so that won’t change.”

Skubal is the biggest difference-maker available at the Trade Deadline, and after he starts tomorrow, there will be only five days left for the Tigers to make a decision. If that decision is to trade him, Skubal could single-handedly swing a playoff race for the team that lands him.

The Dodgers’ role in the Skubal sweepstakesis the most interesting question as of today. There are differing opinions about whether the World Series champs will pursue a trade for Skubal.

Some reports suggest that a Skubal-to-L.A. blockbuster is unlikely, since the Dodgers expect to have Shohei Ohtani, Blake Snell and Tyler Glasnow back in their rotation soon and would not need another top starter. But others still believe the Dodgers will jump in if the Tigers do indeed put Skubal on the trade block.

We’ll just watch Skubal on the mound tomorrow, and wait.

Keep up with the latest Skubal trade rumors here >>

STAR SIGNING ON VERGE OF TURNAROUND?

With the Dodgers’ embarrassment of riches, sometimes you forget that Kyle Tucker, their marquee $240 million free-agent signing, hasn’t even kicked things into gear yet.

But is that turnaround coming? Mike Petriello investigates the reasons behind Tucker’s struggles this season, and whether there are signs that better days are ahead.

Something Tucker himself said this past weekend at Citi Field — when he homered in back-to-back games against the Mets — might provide a little insight: “There’s some times where I see the ball coming in, put a swing on it, and I can visualize the ball coming off the bat and doing what I want with it, but it doesn’t really go that way.”

In other words, Tucker feels like he’s mis-hitting the baseball, even when he feels like his swing is in the right place.

The numbers actually back that up. Tucker’s theory is pretty much exactly what’s happening.

See, there’s not one big, glaring thing that Tucker is doing wrong this season. He’s just missing out on some of the best-quality contact that he’s always made in the past.

Tucker is not barreling the ball quite as often as usual — which basically means he’s not hitting the ball hard and in the air like he usually does. Barrels are the type of batted ball that typically turn into extra-base hits and home runs.

If Tucker just had his typical amount of barreled baseballs, his offensive stats would look, more or less, like a normal Kyle Tucker season.

Instead, we’ve gotten a weird Kyle Tucker season. But since the Dodgers keep rolling, it hasn’t really even mattered. And there’s still plenty of time for the real, All-Star Tucker to come back.

YOUR TRADE DEADLINE QUESTIONS, ANSWERED

MLB.com national reporter Mark Feinsand did a Reddit AMA yesterday to answer all your Trade Deadline questions. Here are some of the highlights …

Q: Are the Brewers really going to be aggressive? I’ve been hearing that but it doesn’t seem to fit with their overall strategy.

Feinsand: Everything I have heard backs up the idea of the Brewers being aggressive, and frankly, they should be. … An aggressive Deadline could put them in position to finally topple the Dodgers or whoever else gets in their way. President of baseball operations Matt Arnold has been working the phones and has checked in on the likes of Tarik Skubal and Mason Miller, but players like that need to be made available for him to act.

Q: How serious is the noise around CJ Abrams?

Feinsand: I think you used the perfect word: noise. I would be surprised if Abrams was moved, though I suppose anything can happen if a team decides to make a huge overpay for him. The Nationals are having a surprisingly good season and Abrams has been a major part of that turnaround. My guess is that he’s still in Washington on Aug. 4.

Q: How likely is it that the Angels will trade controllable players?

Feinsand: That is a very good question. Owner Arte Moreno has never been much of a seller, but with interim GM John Mozeliak running baseball ops, it will be interesting to see if he can convince ownership that a rebuild is the best path and that moving players like Reid Detmers, Jose Soriano or Zach Neto is the best avenue to jump-starting such a rebuild. I honestly don’t know how likely it is, but I’m sure those conversations are being had out in Anaheim.

See more here >>

AROUND THE LEAGUE

Here’s the news and notes from around the Majors.

• The Marlins finally snapped their franchise-record 12-game losing streak yesterday — and they did it in dramatic fashion, with a three-run ninth-inning comeback against the Phillies and All-Star closer Jhoan Duran. Griffin Conine delivered the walk-off single and said afterwards: “I think beating a good team like that, coming from behind in the ninth, like that’s a playoff-type game right there.”

• Mets superstar Juan Soto, on the injured list with a strained left calf, says there’s a “100 percent” chance he returns to play again this season. Interim manager Andy Green added that, even though the Mets are in last place and expected to rebuild at the Trade Deadline, “the fans that show up deserve to see the best that we have available, and he’s the best that anybody has available.”

• In other Mets news, Francisco Lindor — who’s been hearing his name mentioned in the trade rumor mill — had his best game of the year as New York drubbed the division-rival Braves, 14-3, at Citi Field. The star shortstop went 3-for-5 with two home runs, a triple and six RBIs, his first multi-homer game of 2026 and his season high in RBIs.

• Max Scherzer got a standing ovation as he returned to make his 100th career start at Nationals Park, which he called home from 2015-21, on his 42nd birthday. It was a short outing for the Blue Jays right-hander, who was coming back from the injured list, but Mad Max recorded four strikeouts to move within eight of Walter Johnson for 10th place all-time.

• There’s plenty of drama in the AL West race, with the Rangers, Astros and Mariners all within a few games of each other. Yesterday, Texas extended its lead over Seattle with a power display led by Joc Pederson to finish off the two teams’ head-to-head matchup. But the surging Astros managed to keep pace with a four-run ninth-inning comeback against the Angels.

• When is winning a challenge a bad thing? When it backfires like this. The Reds thought they had saved a run today when they successfully overturned a hit-by-pitch call on the Guardians’ Kyle Manzardo with the bases loaded … only for Manzardo to launch a grand slam two pitches later. One run would’ve been better!

TRADE RUMORS: RED SOX SHORTSTOP TARGETS

We’re bringing you all the latest trade rumors up to Monday’s Trade Deadline. In today’s news, the Red Sox are looking for a shortstop upgrade.

Even after the Red Sox traded for Curtis Mead, they might not be done adding to their infield.

Boston is reportedly in the market for a shortstop, too, and has interest in the Angels’ Zach Neto, the Nationals’ CJ Abrams and the Astros’ Jeremy Peña.

Those won’t be the easiest players to land in a trade. Neto is 25 years old and has three-plus years of club control left, Abrams will likely require an even larger return thanks to his star-level production this season, and Peña’s availability is complicated because Houston is in contention to win the AL West and might actually be buying at the Deadline. But the Sox are going to try.

Want more Trade Deadline content? Sam Dykstra breaks down the teams that have the strongest prospect pools to trade from >>

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🦉 The Night Owl Newsletter for July 28th

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These 3 Stocks Have Soared in 2026—Can They Keep Climbing?

Written by Nathan Reiff

Heading into August 2026, the S&P 500 seems to be experiencing a sluggish summer, although the market remains up about 8% year to date (YTD). This is despite a protracted sell-off in the AI industry that has rattled some of the biggest gainers this year. However, there are still opportunities for momentum plays for investors willing to dig a bit deeper.

Stocks with rallies of 70% YTD or better are still available, but investors will want to know whether that momentum is likely to continue as they look ahead to the final quarter of the year.

Three stocks have delivered outsized gains in 2026, but the durability of their rallies depends on very different catalysts, fundamentals, and risk profiles: ArcBest Corp. (NASDAQ: ARCB), Kulicke & Soffa Industries (NASDAQ: KLIC), and Cohu Inc. (NASDAQ: COHU). For investors, the key question is which companies have enough earnings momentum to support further upside—and which rallies may be running ahead of the underlying businesses.

ArcBest: Rally Hinges on a Freight Recovery and Shipment Growth

ArcBest is a freight logistics and supply chain solutions company that has thrived as optimism about the transportation industry has been slowly growing.

Trucking has been plagued by excess capacity, weak demand, inflation, tariff impacts, and more. But ArcBest has remained even while weaker competitors have pivoted away.

With investors anticipating its Q2 2026 earnings report on July 29, the market will be watching to see if ArcBest can maintain or build on its daily shipments.

Asset-based operations experienced 2% year over year (YOY) growth in the first quarter of the year, while asset-light stood out for 10% YOY growth to shipments per day.

The company is also investing in technology to improve efficiency and the customer experience. Its AI-enabled City Route Optimization program delivered $15 million in savings in 2025, while ArcBest View brings quoting, booking, shipment visibility, and reporting into one customer platform.

Management has signaled optimism for the remainder of the year, including projections for opportunistic stock buybacks, even as revenue grew by a relatively small 3% YOY for the first quarter. Accelerating top-line growth will be key for ArcBest if it is to maintain its share price momentum.

Shares of ARCB are up a massive 100% YTD, but analysts think there is still some room for modest growth to come. The company has a Moderate Buy rating overall based on nine Buys and six Holds.

Kulicke & Soffa: AI Packaging Growth Faces a Cyclical Test

With a market capitalization under $5 billion, Kulicke & Soffa tends to go overlooked by investors compared to its larger rivals in the semiconductor and LED assembly space.

Still, the company has thrived this year, with shares rising by around 98% YTD despite the AI industry declinethat has impacted many semiconductor makers.

This firm stands out for its niche thermo-compression bonding business, which provides advanced packaging technologies that are critical for certain AI systems, high-performance computing, and memory products.

Kulicke & Soffa has seen material improvement in demand and sales thanks to this part of its business, as well as its fluxless thermal compression area.

Management expects fiscal 2026 thermo-compression bonding revenue to exceed $100 million and is expanding Advanced Solutions production capacity to support roughly $400 million in annual revenue.

Overall, revenue is growing rapidly for Kulicke & Soffa, having climbed by nearly 50% YOY in the latest quarter. Management expects solid improvement to continue, though investors should, of course, be cautious given the cyclical nature of semiconductor equipment and, in particular, the recent volatility in the space. This may be why some analysts are cautious, giving KLIC shares a consensus Hold rating.

Cohu: AI Testing Expansion Could Offset Near-Term Margin Pressure

Cohu is another semiconductor play, though with a very different focus: it provides test and inspection solutions, potentially insulating it from some of the AI industry’s shocks this year.

This may be one reason why COHU shares have done well, rising by about 82% YTD. This could expand as the company broadens its reach into AI processor testing, new types of memory inspection, and more.

Orders have grown substantially in the first part of the year, rising 57% YOY in Q1 2026 and helping to boost revenue by 29% over the same period.

Management expects revenue growth for the full year to be in the range of 20% to 25%, signaling strong improvements to recurring, high-margin sales like software subscriptions.

At the same time, rising operating expenses as Cohu scales and increased supply chain costs will likely continue to put some pressure on the company’s gross margins in the near term.

Regardless, Wall Street sees the company continuing to thrive: analysts expect nearly 50% in upside potentialand favor the stock with seven Buy ratings compared to just one Hold and one Sell. READ THIS STORY ONLINE

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Hasbro’s Earnings Beat Shows Why This Is No Longer Just a Toy Story

Written by Chris Markoch

Hasbro Inc. (NASDAQ: HAS) is up about 4.6% in the days after the company reported its Q2 2026 earnings report on July 21. The company, known for iconic toys and games like Monopoly and Play-Doh, delivered a top- and bottom-line beat and raised its second-half guidance. More importantly to investors, the company continued to pay down its debt and raised its guidance across the board.

Hasbro’s Q2 revenue rose 16% year over year to $1.14 billion. Adjusted earnings per share (EPS) came in at $1.28, roughly flat versus last year but still ahead of expectations. Given the size of the beat, the muted investor reaction stands out. That gap between fundamentals and price action may be where the opportunity lies.

Wizards of the Coast Drives Record Growth

The Wizards of the Coast and Digital Gaming segment grew revenue 27%, with Magic: The Gathering crossing $500 million in quarterly revenue for the first time ever. Secrets of Strixhaven and the record-breaking Marvel Super Heroes crossover drove the surge. Segment operating profit rose 12% to $270 million, even after absorbing a $56 million digital games impairment.

Consumer Products Show Surprising Resilience

Consumer Products revenue grew 5%, helped by Star Wars: The Mandalorian and Grogu and momentum in GEM Squared categories. That growth came despite lingering disruption from the unauthorized network access disclosed earlier this year. Operating results there remained a loss, but the adjusted loss narrowed versus a year ago. Entertainment revenue fell 20% on deal timing, a smaller and less important piece of the story.

Raised Guidance Signals Stronger 2026 Outlook

Management didn’t just beat the quarter. It also raised its full-year guidance. Revenue growth is now expected at 5% to 7% in constant currency, up from 3% to 5%. Adjusted operating margin guidance moved up to 25%-26%, and adjusted EBITDA guidance rose to $1.45 billion to $1.50 billion. Operating cash flow nearly tripled year over year, hitting $604 million. Hasbro used that cash to pay down debt and lean into its $1 billion buyback authorization.

Despite the guidance raise and record Magic revenue, HAS trades at approximately 14.7x forward earnings. Analysts covering the stock point to earnings growth and free cash flow growth projections that suggest real undervaluation at that multiple. When a company is compounding double-digit revenue growth and expanding margins, a mid-teens multiple looks conservative.

That valuation gap often shows up when a stock’s narrative hasn’t caught up with its numbers. Investors may still see Hasbro as a legacy toy company, weathering tariffs and a cyber incident. The underlying business tells a different story.

The “Kidult” Trend Is Fueling Long-Term Growth

Here’s what some investors may be missing about Hasbro. The company’s most important customer today isn’t a kid. It’s an adult collector. Wizards of the Coast, powered almost entirely by Magic: The Gathering and Dungeons & Dragons, now drives the bulk of the company’s profit. The average tabletop Magic player is around 35 years old, with a player tenure of over 5 years.

That’s the “kidults” trend in action: adults with disposable income sustaining a hobby they never outgrew. Magic has posted growth in 15 of the last 17 years, with a 17% revenue CAGR since 2009. This isn’t a fad. It’s a durable, adult-driven demand engine inside a company that’s still branded around children’s toys.

That mismatch between public perception and financial reality is a classic behavioral setup. The market prices Hasbro like a toy company. The earnings increasingly come from a trading card and tabletop gaming business with cult-like adult loyalty. As that reality becomes harder to ignore, the multiple may need to catch up.

Technical Breakout Points to More Upside

HAS shares have decisively cleared their 200-day moving average near $87.07. The MACD confirms the strength, with the MACD line at 1.67 above its signal line at 1.85 and a rising histogram. That’s a bullish setup building momentum. Shares are still well off their February high above $105, leaving plenty of room to run if buyers keep defending the 200-day line, and this breakout holds.

Analysts See More Than 20% Upside for HAS

As of this writing, the stock has a consensus price target of $109.07. That’s a gain of approximately 15% from its market close price on July 27. However, after the earnings report, UBS Group reiterated its Buy rating on the stock with a $120 price target.

Hasbro is checking all the boxes for investors. It’s successfully shoring up its balance sheet while returning cash to shareholders through dividends and buybacks. It also has analysts’ support and is heading into the two quarters that are historically its strongest for revenue. READ THIS STORY ONLINE

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Rambus: Another AI Phoenix Ready to Rise From the Ashes of Correction

Written by Thomas Hughes

Rambus’ (NASDAQ: RMBS) stock price correction is a thing of beauty to those focused on the long-term impact of AI on its business. While near-term headwinds, including market angst and summer trading conditions, impair the price action, the long-term story continues to strengthen.

The AI buildout is well underway, and it hinges on the kind of bottleneck-reducing technology Rambus supplies. Once a legacy provider, Rambus has repositioned itself around AI-critical memory interface hardware and IP. They enable quick, reliable, safe data transmission suitable for the most advanced AI workloads. The summer price pullback has decoupled from Rambus’ reality and created an attractive entry point in this market.

Rambus’ Market Is in the Midst of a Secular Pivot, Higher Prices Are Coming

Rambus’ shift in position is evident in its stock price action. While near-term headwinds are reflected in the daily and weekly action, the monthly chart shows a secular-grade pivot underway. Price action, long hindered by post-DotCom headwinds, broke to fresh all-time highs alongside other emerging AI-critical names in early 2026 and is on track to double its price relative to late-July trading levels. Breaking out of the trading range brings price targets equal to the range magnitude into play, a move worth approximately $110 from the $115 break-out point.

Signals for investors to note include the steadily increasing volume and MACD convergence. They point to strong and strengthening market momentum, suggesting price action will at least retest the existing highs if not move to new highs. These signals align with market sentiment indicators such as analyst trends and institutional activity, which both lead the action with their revisions and limit downside risk.

Rambus’ Q2 results are unlikely to alter the analyst trends, only strengthen them. As it stands, MarketBeat tracks 11 analysts with current ratings. Coverage is increasing, sentiment is firming, there is a 63% Buy-side bias within the data, and the price targets are rising. Consensus forecasts a move to $135 by year’s end, sufficient to exceed the DotCom highs, but the trend matters: the high-end is pegged at $172, just shy of record stock price levels and likely to be increased as the quarters progress.

Rambus Sits Securely Behind a Deepening Moat

The company has a significant moat from its IP and product technology, with customers locked into multiyear contracts and product cycles that are expensive and difficult to break. Recent news includes new contracts with hyperscale clients that extend the growth runway while improving the profitability outlook. This year’s catalysts include production ramps, accelerating product launches, and the massive scaling of AI infrastructure.

What the market gets wrong about Rambus is that it isn’t just critical to AI training, but to AI inference as well. Management has noted the real opportunity is inference, where massive, high-bandwidth memory dumps from numerous sources are required—the exact bottleneck Rambus products address.

Rambus Retreats After Beat and Raise Quarter

Rambus’s post-release stock price pullback reveals the market was expecting strength. The critical details are that revenue grew by 20.4% to $207.39 million in Q2, exceeding company guidance and consensus forecasts, driven by product and IP sales. Product sales, the catalyst in 2026, grew by 13% sequentially and 22% compared to last year and now account for more than 50% of the business. Sales are driven by demand and new product lines focused on the datacenter, AI, and hyperscale markets.

Margins compressed during the quarter, but the bad news is offset by good. Compression is linked to product mix and R&D, which are ultimately good for business, and was less than expected. The company produced $61.2 million in cash from operations and 77 cents in adjusted earnings per share, 5 cents better than expected, with growth forecasted for Q3. Q3 guidance calls for another sequential increase in revenue and earnings and is likely to be cautious, given Q2’s strength and outperformance.

Rambus’ biggest risk this year is supply chain bottlenecks that threaten to curb its ability to convert product demand into revenue. Bottlenecks are already causing extended lead times and may worsen as the year progresses. To address this, Rambus is focusing on inventory so it’s ready to fill orders as they come in, as well as quality control. Tight quality control ensures higher throughput and lower overall costs and is accretive to the top and bottom lines. Additionally, Rambus is expanding its manufacturing partnerships to strengthen its fabless position, while memory makers such as Micron (NASDAQ: MU) are also investing in capacity. READ THIS STORY ONLINE

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To Have Great Faith
July 25th, 2026

“Then Jesus answered her, “O woman, great is your faith! Let it be done for you as you desire.” And her daughter was healed instantly.”
Matthew 15:28

Today, I want to continue exploring the remarkable faith of the Syrophoenician woman. The story continues with Jesus saying, “I’m not going to give the children’s bread to dogs.” She comes from a place viewed as wicked, among people considered outsiders. In His time, this statement would have been deeply offensive. It doesn’t sound like something Jesus would say, right? Yet, there is a lesson here. When Jesus says this, how does she respond? She answers, “Lord, even the dogs under the table…Read More

Jesus the Intercessor
This Week’s Episode

Pastor Michael Mauldin teaches on Jesus as our great intercessor who stands in the gap for us. Learn what it means to be a bridge between Heaven and Earth and be inspired to stand in the gap for others, with today’s message: “Jesus the Intercessor.”

The Cathedral Choir and Worship Team leads the congregation in worship with “Thank you Jesus, for the Blood” (Charity Gayle; Ryan Kennedy; Steven Musso; David Gentiles; Bryan McCleery; arr: Luke Gambill; orch: Dan Galbraith). They are accompanied by the Cathedral Orchestra and Dr. Philip Hoch on piano.

The Cathedral Choir, directed by Elizabeth Salvati, performs “Better” (Charity Gayle; David Gentiles; Durrell Comedy; Sarah Perez; Austin Alfter; Tevia Alfter; Cameron Layne Cook; Amanda Kinner; arr: & orch: Daniel Semsen). The choir is accompanied by the Cathedral Orchestra and Dr. Philip Hoch on piano.

Closing Worship Song – “No Alternative” (Meredith Mauldin)

Scripture: Romans 8:31-39Watch Now

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🌎 The Weekly Wrap-Up for 7/25/2026

Stocks were down broadly this week as investors chase value over growth. There are plenty of factors that support that strategy. The conflict between the U.S. and Iran has intensified. Investors are finding it hard to look past the massive capital expenditure (CapEx) being poured into artificial intelligence. It’s also summer, which is historically a tText “MarketBeat” to 68285 to get SMS breaking news alerts for stocks on your watchlist and other special reports. Learn More.

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The Weekly Wrapup

On a brighter note, earnings season has been largely as advertised. According to FactSet, as of July 17, out of the 10% of S&P 500 companies that had reported, 88% reported a positive earnings per share (EPS) surprise and 85% reported a positive revenue surprise.

That’s likely to continue when four of the Magnificent 7 report earnings next week. However, that’s not the only thing moving the market. Next week, the Federal Reserve will announce its latest interest rate decision. Rates are likely to remain unchanged, but investors will be looking for any clues about potential rate hikes.

Articles by Sam Quirke

Oracle Corp. (NYSE: ORCL) has become the face of the debate on which companies, if any, can afford the AI buildout. S&P Global Ratings downgraded Oracle’s credit rating to BBB on concerns over the company’s negative free cash flow. Sam Quirke explained why the problem isn’t unique to Oracle, and why it’s taking the brunt of the backlash.

Quirke also explained why a similar CapEx story is emerging with Tesla Inc. (NASDAQ: TSLA). The company missed on earnings expectations, but it was the company’s forecast for CapEx that had investors dumping their shares.

Apple Inc. (NASDAQ: AAPL) has been an outlier in the tech trade. Quirke covered why the company has steered clear of the tech wreck, but also why its current valuation will face a tough test when it reports earnings on July 30.

Articles by Chris Markoch

Netflix Inc. (NASDAQ: NFLX) delivered an earnings report that confirmed investors’ worst suspicions. Engagement is lagging; content creation is a necessary, but significant, expense. More importantly, the streaming giant is competing in a crowded field. Nevertheless, Chris Markoch explained why, as a trade, NFLX may be so bad it’s good.

Microsoft Corp. (NASDAQ: MSFT) reports Q4 2026 earnings on July 29. That’s when Microsoft will deliver CapEx guidance for its 2027 fiscal year. That’s the number to watch—even more than the growth of Azure.

Small-cap stocks, as measured by the Russell 2000, outperformed the S&P 500 significantly in the first half of 2026. But not every small-cap stock deserves a place in your portfolio. Markoch pointed out three small-cap stocks with company-specific catalysts worth watching heading into the back half of 2026.

Articles by Leo Miller

U.S. stocks have performed better than expected in the first half of 2026. But Leo Miller reminded growth-oriented investors why it’s important to look outside the United States. Miller analyzed two Asian-based exchange-traded funds (ETFs) that have delivered gains of over 50% year to date.

Articles by Ryan Hasson

Alphabet Inc. (NASDAQ: GOOGL) reported earnings this week, and investors sold the stock on concerns over what CapEx spending was doing to its free cash flow. It’s a multi-year story that’s still in its early stages, but it could set the short-term tone for the technology trade.

Hasson also analyzed the question that Rocket Lab (NASDAQ: RKLB) shareholders have to wrestle with. That is, even with the stock down 50% from its 52-week high, is it still too expensive?

Investors are frequently advised to go against the herd. This week, Hasson highlighted five blue-chip stocks that are trading near 52-week highs. The common denominator for all these stocks is that none of them are part of the AI trade.

Articles by Nathan Reiff

The field of photonics has gained momentum due to its significance for the buildout of AI infrastructure. However, this week, Nathan Reiff reminded investors that photonics will be used to advance quantum technology, and offered three stocks that stand out for that reason.

Cybersecurity is one area of the AI trade that has stood out in the past month. As agentic AI expands, enterprises are doubling down on efforts to protect against real-time cybersecurity threats. Reiff highlighted three cybersecurity ETFs that are heating up as the AI trade cools off.

Many investors are turning to dividend stocks as a safe alternative to risk-on tech stocks. Reiff explained what investors should look for if they want to employ this strategy, including three names that stand out for their financial stability.

Articles by Dan Schmidt

The continued standoff in the Strait of Hormuz is disrupting shipping but not eliminating it entirely. This week, Dan Schmidt highlighted two tanker companies that are primed to benefit from the move to longer routes, which bring higher fees.

Hyperscalers, software companies and chipmakers have said it. Memory is the bottleneck in the AI trade. But with many memory stocks delivering significant volatility, Schmidt offered investors three ETFs with diversified exposure to memory stocks.

Costco Wholesale Corp. (NASDAQ: COST) seems like an ideal defensive stock for cautious investors. However, Schmidt highlighted that strong sales numbers haven’t been enough to stop the stock from sliding. Read why Schmidt advised investors on the sidelines to wait for a better entry point.

Articles by Jeffrey Neal Johnson

IREN Limited (NASDAQ: IREN) is down sharply in the last month, in part because it’s lumped in with the neocloud market. However, Jeffrey Neal Johnson explained why the company’s latest $2.8 billion contract may be enough to change the story that investors keep telling themselves.

What if homes could be manufactured like cars? That’s what Boxabl Inc. (NASDAQ: BXBL) is promising to deliver. Johnson highlighted the company’s business model, why it’s threatening to disrupt the homebuilder market, and the risks that investors shouldn’t ignore.

Trump Media & Technology Group (NASDAQ: DJT) announced plans to launch Truth API on Aug. 1. Johnson explained why the move could significantly boost Trump Media’s finances, and why speculative investors may want to wait for confirmation of revenue growth before diving in.Zero debt, 49% revenue growth, and a 22.7 billion backlog (Ad)One company grew Q1 revenue 49% year over year with a 43% gross margin and zero debt. Another holds a $22.7 billion backlog, $2 billion in cash, and more than doubled adjusted EBITDA to $78 million. A semiconductor-test leader saw revenue climb from $686M to $1.282B while analysts model 82.9% EPS growth for 2026.
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