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Shares of Perpetua Resources (PPTA) are bucking the weak day for gold this Monday on news that the company has secured a $225 equity investment from JPMorgan Chase (JPM) and Agnico Eagle Mines (AEM).

The market just keeps on going. So far this week, the S&P 500 has hit a new high on both Monday and Tuesday.

The S&P 500 is now up about 17% year to date with more than two months left in 2025. There is a good chance that the index delivers another 20%-plus return year, which would make it three consecutive years of such returns for the first time in nearly 30 years. Sure, we’re in a Fed rate-cutting cycle. Investors love that. But artificial intelligence is the main force driving the market higher.

Qualcomm (QCOM) surged more than 10% on Monday after announcing its new inference-first AI chips. It’s a big gamble, but will it pay off for investors?

Cannabis investors have turned into bored apes.

After President Donald Trump said on August 11 he’d get around to cannabis reform “in a few weeks,” cannabis speculators concluded making money was as simple as pulling out a calendar, counting forward three weeks, and buying ahead of the expected big pop on that date – which was in early September.

Now that investors finally have a handle on artificial intelligence, a new cutting-edge technology is emerging: quantum computing … and it should be on your radar.

Despite the recent chop and rotation, I’m still big-picture bullish, and I like the look of these six stocks right now.

Despite some mid-week wobbles for stocks, especially in the growth sector, the market once again closed the week at new highs as the S&P 500 gained 1.9%, the Dow rallied 2.2% and the Nasdaq advanced by 2.3%.

With most of the market overpriced, now’s the perfect time to invest in an undervalued energy stock that can provide superior returns in any environment.

The S&P 500 started the week on another up note. But the index return is deceiving.

The S&P is being pulled higher by a handful of technology stocks. But 400 of the 500 stocks and nine of the 11 sectors were lower on Monday at midday. The earnings season so far has reaffirmed a positive outlook for artificial intelligence investments. That helps drive the index higher as technology stocks represent more than a third.

The market’s momentum continued last week as a benign inflation print and another round of solid earnings backed up bullish sentiment—with virtually all of the major indexes moving higher. For the week the S&P 500 rose 0.7%, the Dow Jones Industrial Average advanced 0.8%, the Nasdaq Composite jumped 2.2%, but the Russell 2000 slipped 1.4%.

Microsoft (MSFT) and Alamos Gold (AGI) Report

Sensient Technologies (SXT) Reports: Moving to Sell

The market’s momentum continued last week as a benign inflation print and another round of solid earnings backed up bullish sentiment—with virtually all of the major indexes moving higher. For the week the S&P 500 rose 0.7%, the Dow Jones Industrial Average advanced 0.8%, the Nasdaq Composite jumped 2.2%, but the Russell 2000 slipped 1.4%.

Happy Halloween! October has lived up to its billing as a volatile, tricky month, and this week might be the most unusual of all. On one hand, we have the big-cap indexes notching another decent gain, some hot stocks remaining hot and, encouragingly, we’ve seen a few fresh breakouts among growth names, too.

The market’s momentum continued last week as a benign inflation print and another round of solid earnings backed up bullish sentiment—with virtually all of the major indexes moving higher. For the week the S&P 500 rose 0.7%, the Dow Jones Industrial Average advanced 0.8%, the Nasdaq Composite jumped 2.2%, but the Russell 2000 slipped 1.4%.

We’re seeing lots of crosscurrents in the market right now, especially when it comes to the evidence -- the big-cap indexes are in good shape and we’ve seen a few more breakouts from growth stocks ... but the broad market is very iffy and most other indexes are stuck in the mud. We think it’s best to go with the flow--ditching stocks that break down but selectively adding stronger, fresher names, all while holding some cash for future buying power (if more breakouts come during earnings season) and for cushion (if the market weakens again). We’ve had a few changes in the past two weeks (including some in our special bulletin today), and we go over all the details in tonight’s issue.

Chemical stocks are hovering near mult-year lows, which makes it an intriguing area to watch for turnaround investors. These are the three names on my watchlist now.