After a stellar earnings report, design wins are piling up and guidance points to sustained growth.

In short, the conflict in the Middle East is disrupting various markets. If you don’t own commodities yet, consider adding some exposure to your portfolio today.

Here are today’s upgrades and downgrades: Rivian, Qualcomm, Intuit, CrowdStrike, AT&T, Hims & Hers, Novo Nordisk and more.

2026 has been a reversal of longstanding large-cap dominance. And yet, despite small caps’ hot start, little has been done to drive up valuations. They still look like a screaming bargain compared to the market’s bigger names.

These names look poised to make a move in the coming days: Guidewire Software, CF Industries, Samsara and more.

Big Tech companies are prioritizing AI, and any temporary sell-offs will be just that… temporary.

Here are today’s upgrades and downgrades: Starbucks, GE Vernova, Verizon, PG&E, Truist Financial, Rio Tinto and more.

With earnings growth set to continue and durable demand powering share repurchases, it should keep up its streak of beating the market.

With an 8.1% discount to NAV and the wind finally at its back, this situation cannot last.