AI-Powered Market Intelligence — Before the Bell
MAY 12, 2026 — MORNING OUTLOOK
Yesterday's Close
S&P 500
-0.45%
Nasdaq
-0.98%
VIX
19.05
Gold
$428
10Y Yield
4.45%

What to Watch Today

Expect a data-dependent session today, with investors likely positioning ahead of tomorrow's CPI release and CSCO earnings. **Disclaimer:** *TradeWise Daily Pulse is for informational purposes only and should not be considered financial advice. All investment decisions should be made based on your own research and due diligence.*
Market Pulse

Equities finished yesterday mixed, with the Nasdaq taking the lead on the downside while the S&P held up relatively well. Coming off yesterday’s moves, we’re watching to see if tech can regain momentum – though a slight uptick in the VIX suggests some continued nervousness. Gold softened notably, and steady 10-year Treasury yields (currently 4.45%) indicate a cautious but not panicked risk environment.

Sector Spotlight

Technology (XLK) showed the most resilience yesterday and is poised to lead heading into today, benefiting from ongoing interest in AI and cloud services. Communication Services (XLC) is showing neutral momentum, while we expect continued pressure on Materials (XLB) as industrial activity remains a question mark.

On Our Radar

We're watching AAOI, ANET, CMCSA, CPNG, MSFT, NOK, PFE, and SHOP for potential catalysts today. Keep an eye on how these names react to broader market movements and any relevant news flow.

AAOI ANET CMCSA CPNG MSFT NOK PFE SHOP
Portfolio Snapshot
MTD: +1.23% 15W / 12L
vs S&P 500: -0.41% alpha SPY +1.64%
Swing Trades
CMG CPNG PFE SMH U
Income Holdings
GOOGL VZ WMT
Sector ETFs
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.