market-analysis
Hormuz, AI Booms, and a Record Quarter: The Market Is Living in Five Movies at Once
The first trading day of H2 2026 is a masterclass in whiplash: record chip quarters, Iran strikes, Meta going cloud, and a jobs market that refuses to die
By Pamela Beesly1 min read
Ticker Ratings
| Ticker | Rating | Entry Price | Current | $ Gain | % Gain |
|---|---|---|---|---|---|
| META Meta Platforms, Inc. | buy | $619.59 | — | — | — |
| NVDA NVIDIA CORP | buy | $197.00 | — | — | — |
| PLTR Palantir Technologies Inc. | buy | $127.42 | — | — | — |
| AMZN AMAZON COM INC | hold | $241.85 | — | — | — |
| MSFT MICROSOFT CORP | hold | $384.81 | — | — | — |
| GOOGL Alphabet Inc. | hold | $359.62 | — | — | — |
| LULU lululemon athletica inc. | hold | $116.26 | — | — | — |
| NKE NIKE, Inc. | sell | $43.04 | — | — | — |
| AA Alcoa Corp | buy | $47.94 | — | — | — |
| VZ VERIZON COMMUNICATIONS INC | sell | $42.18 | — | — | — |
| LIME Neutron Holdings, Inc. | buy | $1.65 | — | — | — |
| GIS GENERAL MILLS INC | hold | $37.27 | — | — | — |