AI-Powered Market Intelligence — Before the Bell
MAY 28, 2026 — MORNING OUTLOOK
Yesterday's Close
S&P 500
-0.06%
Nasdaq
-0.48%
VIX
16.72
90d: 16.18–35.30
GLD
$406.64
90d: $399.20–$492.15
10Y Yield
4.48%
90d: 3.97%–4.67%

What to Watch Today

With DELL earnings after the close, watch for a 5% gap either way — that's the level that would force a re-think on mega-cap positioning and signal a broader risk shift.
Market Pulse

SPY closed at $750.46, less than a point off its 90d high, while the 10-year yield sits at 4.48% — steady rates are giving risk assets a bid. VIX is printing 16.70, holding near the bottom of its 90-day range, suggesting limited fear heading into a busy earnings day.

Sector Spotlight

Technology (XLK +0.8% 5d) continues to lead, supported by strong momentum in memory names — MU and MPWR are both making new highs, validating the AI-driven demand story. Energy (XLE +1.2% 5d) is showing relative strength, outpacing the broader market despite flat crude prices, hinting at accumulation.

On Our Radar

We're watching DELL (earnings tonight — key mega-cap read), MCHP (broke $100 last week — momentum play), and ALAB (new highs — chasing the breakout). Also, eyes on MU (AI leader — confirmation above $920).

MPWR ALAB MU DELL MCHP
Portfolio Snapshot
MTD: +3.91% 41W / 31L
vs S&P 500: -0.15% alpha SPY +4.06%
Swing Trades
ADI AMAT BMY BRC CGNX CRDO EXEL KO LIN MNST MS NBIX NDAQ NVDA NXPI PACS PLD SCCO SIRI TJX
Income Holdings
MRK PEP PG
Sector ETFs
QQQ
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.