AI-Powered Market Intelligence — Before the Bell
MAY 26, 2026 — MORNING OUTLOOK
Yesterday's Close
S&P 500
-0.02%
Nasdaq
+0.48%
VIX
16.80
90d: 16.18–35.30
GLD
$412.84
90d: $399.20–$492.15
10Y Yield
4.50%
90d: 3.97%–4.67%

What to Watch Today

With VIX under 17 and earnings season in full swing, watch NXPI — a confirmed break above $220 will signal continued strength in the chip space; a rejection would suggest earnings aren’t universally bullish, and could drag the sector lower. --- *Disclaimer: This newsletter is for informational purposes only and does not constitute financial advice. Always consult with a qualified financial advisor before making any investment decisions.*
Market Pulse

QQQ finished at $729.44, flirting with its 90-day high, while SPY closed down slightly at $749.84. The 10-year Treasury yield is steady at 4.50% — a week after peaking, suggesting the bond market is pricing in a pause, and VIX remains subdued at 16.77, well within its recent 16-35 range. This calm is notable given the earnings flow this week, and suggests risk appetite remains elevated despite the lack of major macro catalysts.

Sector Spotlight

Technology (XLK +1.2% 5d) and Energy (XLE +2.8% 5d) are showing the clearest momentum. XLK benefits from the AI narrative and the ongoing accumulation in semis, while XLE is bolstered by crude stability and anticipation of the OPEC meeting. This pairing is interesting – a risk-on/value dynamic playing out simultaneously, suggesting breadth beyond just growth.

On Our Radar

We're watching FSLR (earnings tonight — solar demand update), NXPI (broke $220 last week — breakout confirmation), SEZL (earnings tonight — buy now/pay later trends), and STX (sector leader — potential earnings momentum).

FSLR NXPI SEZL STX ALAB
Portfolio Snapshot
MTD: +4.73% 34W / 24L
vs S&P 500: +0.75% alpha SPY +3.98%
Swing Trades
BMY CAT CGNX CRS CTRE CVS EXEL GLW HAL HST IBKR KMI KO LIN LNTH NDAQ NVDA PLD SIRI
Income Holdings
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Sector ETFs
QQQ SMH
Key Dates

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TradeWise Daily Pulse is for informational purposes only and should not be considered financial advice. Always do your own research before making investment decisions. Past performance is not indicative of future results.