Aiplexity

Active market brief

SPY and QQQ are above their 50-day and 200-day averages while VIXY is below both, so selective long exposure is acceptable, but high-beta AI infrastructure picks still need hard stops.

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Serene mountain lake reflecting sunlit peaks and forest. Latest pick VRT Jul 6 11am Vertiv Holdings Co Final recommendation: buy Vertiv Holdings Co (VRT) with Medium confidence as a Speculative Momentum pick for the next few weeks, using the final-gate stock-info reference price of $321.76 from 2026-07-06 12:50 ET. The primary catalyst is fresh and directly... Latest investment pick, currently +0.0%. VRT Open analysis arrow_forward
Early morning light on Mt Sefton throws a serene glow that gave no hint at all of the strong winds that were blowing on this morning. Taken from White Horse Campground, Aoraki/Mt Cook National Park, New Zealand. littleleafphotographynz.com AVGO -0.6% Broadcom Inc. Transformational Supply Extension: On July 6, 2026, Broadcom (AVGO) and Apple (AAPL) announced an extension of their custom silicon and components supply agreement through 2031 . This multi-year agreement covers custom ASIC designs, Wi-Fi, Bluetooth, and... Research brief Jul 6 10am a rocky mountain BE +2.2% Bloom Energy Corporation Core Catalyst: Bloom Energy (BE) announced a fivefold expansion of its power-financing partnership with Brookfield Asset Management from $5B to $25B on June 30, 2026, to accelerate Solid Oxide Fuel Cell (SOFC) deployments for off-grid AI data centers... Research brief Jul 6 9am
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