Warning: A key part of the options market you may be relying on is no longer working.

Paying off your home seems like a quick and predictable return, but there are several factors to consider before you give up on stock market gains.

Parabolic Semiconductor Rally: What Breaks The Trade? Authored by Lance Roberts via RealInvestmentAdvice.com, AI Validation Fuels A Ninth Weekly Advance The headline tape made fresh history. The S&P 500 closed Friday at 7,580.06 , finishing up 1.43% on the week and posting its ninth consecutive weekly gain. That’s the longest weekly winning streak since 2024, and only the 5th time since 1965 that has occurred. While markets previously saw weakness following such streaks, the 24- and 52-week outcomes were primarily positive, except in 1989. However, the Russell 2000 actually fell 0.59% to 2,919, a reminder that the small-cap participation everyone hoped for in March still hasn’t shown up despite the megacap rip. Underneath the headline, the dispersion that’s defined this rally has only widened. Technology and financials carried Friday’s tape while energy lagged on falling crude. Two macro stories collided midweek, and the market chose to celebrate one and shrug at the other. First, the April PCE inflation print landed Thursday morning with the highest headline reading in nearly three years at 3.8% year-over-year, with core PCE at 3.3%. However, the monthly core reading came in at 0.2%, below the 0.3% consensus, and that softer monthly tone gave the Fed-cut camp something to work with. Second, Axios reported Thursday that the US and Iran had reached a tentative 60-day Memorandum of Understanding to extend the ceasefire framework. Oil promptly slid to a six-week low near $89 WTI, the VIX collapsed to its lowest reading since January, ending the week at 15.32, and the rally accelerated. The combination of a softer core PCE and a reduced geopolitical premium handed equity bulls everything they wanted in two sessions. The dominant micro story came after the bell on Thursday. Dell Technologies reported fiscal Q1 results that were, by any measure, extraordinary, with revenue hitting a record $43.8 billion , up 88% year-over-year, $24.4 billion in AI orders booked, and $16.1...

格隆汇5月31日丨白宫国家经济委员会主任哈塞特周日表示，媒体对经济新闻的报道方式往往会让人们过度关注到某一特定时刻所存在的最严重问题。哈塞特在出席美国广播公司《本周》节目时说：“我在白宫注意到的一点是，只要是某项消费价格数据看起来有点令人失望，我们就只谈论这一项。”他就汽油价格及其对通胀影响的问题作出上述表态。哈塞特表示，每个人都应着眼全局，而不仅仅是能源价格或经济中某个暂时遇到困难的领域。“你应该做的是从容看待这些涨跌，关注实际工资的变化情况。”他说，“如果你仔细观察，就会发现由于就业人数增加、股市上涨，企业利润丰厚，这正在转化为薪资水平的提高。”

The reaction to this morning's exclusive interview following Peter Murrell’s guilty plea

Key PointsThe cost of housing in California is inordinately expensive.

Taiwan condemns China after New York Times reporter expelled after presidential interview Reuters

Randolph Altschuler, Chief Executive Officer of Xometry (NASDAQ:XMTR) , reported the indirect sale of 50,000 shares for a transaction value of approximately $4.4 million on May 21, 2026, as disclosed in this SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($87.85); post-transaction value based on May 21, 2026, market close ($87.85). * 1-year performance calculated as of May 29, 2026. Continue reading

Peloton (NASDAQ:PTON) , a leader in connected fitness and digital subscriptions, reported a sale by its Chief Commercial Officer amid ongoing market challenges. Sanders Dion C., Chief Commercial Officer of Peloton, reported the sale of 112,523 directly held shares of common stock for a total transaction value of approximately $584,000, according to the SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($5.19); post-transaction value was $0.00, as all shares were sold. Continue reading

BorgWarner (NYSE: BWA) is a name investors associate with turbochargers and drivetrains, but now it's thrown its hat into the hyperscaler ring. In February, the company signed a master supply agreement to provide modular turbine generators to help power data centers. The deal with TurboCell, a subsidiary of infrastructure developer Endeavor, marks an important entry into the industrial power market. Management expects production to begin in 2027, with sales exceeding $300 million in the first year and the potential to grow in the "mid-teens" over the coming decade. Image source: Getty Images. Continue reading

Carl Dambkowski, Director of Oruka Therapeutics (NASDAQ:ORKA) , reported the sale of 105,000 shares of Common Stock for a total of approximately $6.19 million on May 21, 2026, according to a SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($58.97); post-transaction value based on May 21, 2026, market close ($58.69). * 1-year performance calculated using May 28, 2026, as the reference date. Continue reading

格隆汇5月31日｜刚果(金)政府当地时间5月30日通报本轮埃博拉疫情防控最新进展，目前该国累计确诊病例超260例，疫情波及伊图里省、北基伍省及南基伍省多地。

Penalty misses from pre-season were repeated in Budapest while summer signings could help Gunners exert more control in biggest games When it was finally over – on the night and for the club season, devastation the overriding emotion for everyone connected to Arsenal – Declan Rice wanted to go back to make the point. To last July and his club’s first pre-season game, against Milan in Singapore. Arsenal won 1-0 before the teams agreed to stage a penalty shootout. The idea was clear: to practise in front of a crowd because you just cannot replicate this particular aspect of the game on the training ground. Arsenal lost. Continue reading...

当地时间5月30日，刚果（金）政府通报本轮埃博拉疫情防控最新进展，目前该国累计确诊病例超260例，疫情波及伊图里省、北基伍省及南基伍省多地。为提升防疫效率，当地已将埃博拉病毒检测出结果时长压缩至48小时，所有待检样本均已完成检测，彻底解决样本积压问题，大幅加快病例筛查、隔离及密接追踪效率。截至5月30日，当地已完成900余份样本检测，已发现260多例确诊病例，其中142名患者正在治疗中心接受治疗。（央视新闻）

Delancey W. Davis, President of Franklin Electric ‘s (NASDAQ:FELE) groundwater distribution segment, disclosed the sale of 1,900 shares of common stock for a transaction value of ~$190,000 on May 26, 2026, according to a SEC Form 4 filing . Transaction value based on SEC Form 4 reported price ($100.00); post-transaction value based on May 26, 2026, market close ($101.16). * 1-year performance calculated using May 28, 2026, as the reference date. Continue reading

According to an SEC filing dated May 15, 2026, Velan Capital Investment Management LP sold 140,000 shares of Mineralys Therapeutics in the first quarter. The estimated value of the trade was $4.11 million, based on the quarterly average share price. The move left the fund with 11,000 shares, valued at $297,990 at quarter-end. The net position value declined by $5.18 million, reflecting both share sales and price moves. Mineralys Therapeutics is a clinical-stage biotechnology company based in Radnor, Pennsylvania, specializing in the development of innovative therapies for hypertension and related cardiovascular diseases. With a focused pipeline led by lorundrostat, the company aims to address significant unmet needs in the treatment of resistant hypertension. Its strategy centers on advancing proprietary, highly selective drug candidates through clinical development to capture market share in the cardiovascular therapeutics sector. Last August, Mineralys Therapeutics didn’t turn many heads when it reported that patients taking its lead candidate, lorundrostat, reduced their systolic blood pressure by 16.9 millimeters of mercury after six weeks of treatment. Later, when AstraZeneca (NYSE:AZN) reported less encouraging results from a similar candidate it’s developing, Mineralys stock shot higher. Continue reading

格隆汇5月31日｜MCU及功率半导体大厂意法半导体在5月28日向客户发出了“价格调整通知函”，宣布将自2026年6月28日起对部分产品价格进行上调。这是意法半导体在今年3月24日宣布涨价后，今年以来第二次宣布涨价。仅时隔仅两个月，意法半导体再度宣布调价，凸显出成本端压力的持续加剧。

Liudmila Chernetska/iStock via Getty Images Thesis I present Alamos Gold ( AGI ) for investors bullish on gold. The gold mining company presents one of the best ways to amplify returns from a gold upside. Since I further argue the company trades at cheap valuations from a mine-by-mine analysis, the scope of multiple expansion along with gold price rises can amplify returns compared to just holding gold. This is only an investment for investors who at least have a neutral view on gold, and certainly not for gold bears. I further analyze and show that an upside ranging from 67% to 125% may materialize over the next two years, depending on whether gold trades near the current spot of $4,500/oz or increases further. I thus rate Alamos Gold a Strong Buy. Introduction Alamos Gold is a Toronto-based gold miner with a fairly simple business model. It operates three active mines, two of which are located in Canada and one in Mexico, from which it mines gold, processes it through on-site mills to produce doré bars, and gets it refined to market standards via third-party refineries, before selling the pure gold at spot prices. Hence, the business is heavily sensitive to gold prices, and if an investor is bullish on gold, this can be a leverage amplifier to gold returns. The Trend in Gold I am no gold macro expert, and there are far better analysts who can provide better commentary on the geopolitical and monetary forces driving gold. However, for people with a concrete bullish view on gold, Alamos is one of the best ways to get higher leverage on those returns. For people with no concrete view on gold, I recommend only considering this stock if you believe the current spot price of gold ($4,500) can be sustained. For bullion bears, this is not the stock for you. The Gold Math Alamos's revenue in any year is given simply by the ounces of gold sold, multiplied by the gold spot price. From that revenue, the company subtracts its AISC (All in Sustaining Costs), the industry standa...

记者获悉，MCU及功率半导体大厂意法半导体(STMicrcelectronics)向客户发出了“价格调整通知函”，宣布将自2026年6月28日起对部分产品价格进行上调。这是意法半导体在今年3月24日宣布涨价后，今年以来第二次宣布涨价。在此之前，英飞凌、德州仪器等国际功率半导体巨头也相继发布涨价通知。此外，国产MCU厂商中微半导体、国民技术等也于近期相继涨价。 (界面新闻)

格隆汇5月31日｜高盛合伙人Mark Wilson在最新周报中指出，他的晨间习惯已发生转变，以前是第一时间查看中东局势头条，如今起床第一件事查看韩国SK海力士的股价。这一细节折射出市场注意力的集体迁移：AI算力投资浪潮已全面压倒地缘政治风险，成为驱动全球资产定价的核心叙事。 Wilson在报告中直言，当前市场的状态是"满眼贪婪，几无恐惧"(All Greed, No Fear)。他列举了当前市场三个突出的技术面特征，指向过热风险： 1、情绪指标极度偏向贪婪。美股期权市场的看涨/看跌比率已处于历史极值区间。大型科技股相对高盛"未盈利科技股篮子"的五日回撤差值，已达到甚至超过2021年最狂热时期的水平。 2、杠杆资金大规模涌入。单一股票2倍及以上杠杆ETF的资产管理规模出现大幅攀升，尤其集中在存储芯片领域。 3、动量因子成为当前最强势力量。高盛全球主经纪业务账簿中，动量策略敞口已刷新历史纪录。

格隆汇5月31日丨美国财长贝森特宣称，市场看淡“暂时性的”通胀飙升现象。

格隆汇5月31日丨美国总统特朗普：我很高兴地宣布，美国驻土耳其大使Tom Barrack在工作中表现出色，他将被任命为叙利亚和伊拉克事务的特别总统特使。

Trump's comments on Dell have drawn criticism. Yet the company has also been a major beneficiary of the AI boom.

Amax Photo/iStock via Getty Images Co-authored with Luuk Wierenga We all feel it every day when we go grocery shopping or fill up our tank at the gas station: inflation. Consumers are feeling the squeeze, and that's why consumer sentiment is at an all-time low. Smart people capitalize on opportunities when they arrive, which is why we are here today. When inflation rises, investors demand a higher return on their investments. Interest rates go higher, and the prices of fixed-income investments come down. This creates an interesting dynamic for investors to take advantage of. On the one hand, inflation drives higher interest rates, causing the price of fixed-income investments like bonds or preferred equity to come down. On the other hand, the American consumer is the backbone of the U.S. economy, and when the consumer breaks, the economy does as well. In a recession, the safety and consistency of fixed income are golden. This is why we are so interested in preferred shares right now. They offer a reliable and safe dividend. When times get rough, you look for safety. Comfort can be found in diversification and predictable cash flow. We have seen preferred securities move down in price recently because inflation is picking up, and long-term interest rates have moved higher. This creates an opportunity for us to increase our income by investing at a higher yield and buying investments that we are confident will produce stable cash flow through any economic conditions. Let's dive in! Pick #1: RLJ-A - Yield 7.8% RLJ Lodging Trust ( RLJ ) is a U.S. Hotel REIT that owns a portfolio of primarily premium-branded full-service hotels across major urban markets. Its strong exposure to high-quality brands like Hilton and Marriott supports resilient margins and cash flows. Source RLJ May 2026 Presentation RLJ Lodging Trust, $1.95 Series A, Cumulative Convertible Perpetual Preferred Shares ( RLJ.PR.A ) - Yield 7.7% RLJ-A Preferred Shares pay a quarterly dividend of $0.4875, or $1....

Retail investors already have AI exposure through index funds. Learn how to build a smarter AI investing strategy with stocks and ETFs

Key PointsRising oil prices have triggered a spike in inflation, which could force the Federal Reserve to raise interest rates soon.

ozgurdonmaz/iStock via Getty Images Foreword While most of this collection of Dow Industrials is too pricey and reveals only skinny dividends, June (again) finds only Verizon ( VZ ) living up to the dogcatcher ideal of annual dividends from $1K invested exceeding single share price, and it is also 'safer' because it has more than enough free cash flow to support its dividend. In late February 2024, Dow Jones replaced the low-priced, high-yield dividend payer Walgreens with Amazon ( AMZN ), a high-priced non-dividend payer. More recently, in November 2024, Intel ( INTC ) was replaced by Nvidia ( NVDA ) and Dow Inc. ( DOW ) was supplanted by Sherwin-Williams ( SHW ). With renewed downside market pressure, up to 70.3% of all ten of the top 'safer' May Dow dividend dogs could become elite, fair-priced buys with annual yield (from $1K invested) meeting or exceeding their single share prices. [See a summary of the top ten fair-priced Dow Dogs in A ctionable Conclusion 21 near the midpoint of this article.] Actionable Conclusions (1-10): Brokers Expect 17.15% To 45.09% Net Gains From Top-Ten Dow Dogs By June 2027 Four of ten top dividend-yielding Dow dogs (tinted gray in the chart below) were among the top ten price gainers for the coming year based on analyst 1-year target prices. So, this June 2027 yield-based forecast for Dow dogs, as graded by Wall St. wizard estimates, was 40% accurate. Dividend-returns estimated from $1,000.00 invested in each of the ten highest-yielding Dow stocks and one-year analyst median target prices, as reported by YCharts, produced the following 2026-27 data points. (Note: one-year target-prices estimated by lone analysts were not applied.) Ten likely profit-generating trades for June, 2027 were: Source: YCharts.com Salesforce ( CRM ) was projected to net $450.86, based on dividends, plus the median of target price estimates from 53 analysts, less broker fees. The Beta number showed this estimate subject to risk/volatility 14% over the market...