Happy Thursday! As investors navigate an unpredictable market, a quiet rivalry is unfolding between two of the most popular ETFs — and your choice between them might reveal more than you think. Dive into today’s top story to see where you stand.

Also, Wall Street’s IPO frenzy is back, and a new crop of tech darlings is stealing the spotlight. But will these high-flying debuts follow in the footsteps of lasting success, or just ride a short-lived wave? Read on to uncover what could make or break their momentum.

Plus, if you're interested in a growing biopharmaceutical company, check out today’s sponsor.

In Today's Edition

• MARKET RECAP

• FIVE ZINGERS

• MARKET HISTORY

• ONE FOR THE ROAD

VOO Or SCHD? Your ETF Pick Says More About You Than You Think

In today’s volatile markets, where headlines shift faster than interest rates, a quiet divide is emerging among ETF investors.

The flows into Vanguard’s S&P 500 ETF (VOO) and the steady loyalty behind Schwab’s U.S. Dividend Equity ETF (SCHD) reveal a powerful narrative: your ETF choice may say more about your financial philosophy — and even your personality — than you think.

Are you chasing long-term growth, embracing market volatility and betting big on the future? Or are you anchoring down with reliable dividend payers, shielding your wealth and choosing steadiness over flash?

VOO has surged to become the world’s largest ETF, thanks in part to a tech-fueled rally and investor appetite for broad market exposure. Meanwhile, SCHD continues to draw those seeking income, tax efficiency and consistency in the face of economic uncertainty.

But what if the smartest investors aren’t choosing between them at all? A rising trend in “barbell” portfolios — pairing growth-heavy ETFs like VOO with defensive, yield-focused funds like SCHD — is reshaping the way investors are thinking about passive investing these days.

Read on for the full breakdown and see where you stand.

Kamada Ltd. (NASDAQ: KMDA), a global biopharmaceutical company and provider of specialty plasma, saw revenue increase 17% in its first quarter, buoyed by sales of its GLASSIA®, KAMRAB® and VARIZIG®.

On top of double-digit growth in sales, the company’s adjusted EBITDA increased 54% year-over-year and gross margins increased to 47% from 44%. Looking out to the remainder of 2025, Kamada is forecasting revenue growth of 12% and adjusted EBITDA growth of 17% at the midpoint of its forecast range. If it hits the high end of its forecast, revenue and EBITDA growth will be even higher. The company also made inroads in drumming up traction for its other treatments. To learn more about Kamada, click here. 

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Yesterday: U.S. indexes fell Wednesday, as softer-than-expected May inflation data failed to lift markets, with the S&P 500 snapping a three-day winning streak. Headline CPI rose 0.1% in May and 2.4% year-over-year, while core CPI also increased 0.1% monthly and 2.8% annually — both below forecasts. Treasury yields declined on the news, with the 10-year yield dropping to 4.42% and the 2-year at 3.94%, as markets weighed the potential for Fed rate cuts later this year. Energy was the day’s standout sector, rising alongside oil prices, which jumped more than 4% amid heightened U.S.-Iran tensions. Meanwhile, U.S.-China trade talks showed signs of progress, with negotiators reaching a preliminary deal to ease trade restrictions, though final approval is still pending.

On Our Radar: With all eyes on PPI this morning, analysts will now turn their attention to Friday’s consumer sentiment report for fresh insights into household confidence and potential shifts in spending behavior amid evolving economic conditions. On the earnings front, all eyes will be on Adobe (ADBE) as the company is set to report earnings after the bell today.

Soar-acle: Oracle smashed analyst estimates, fueled by growth in its booming cloud infrastructure segment. With demand skyrocketing, click to see why Oracle might be entering its fastest growth phase yet.

Game Flop: GameStop’s latest Bitcoin gamble isn’t fooling analysts, who say the core business continues to flatline with "no potential for a rebound." Check out the full story to see why analysts believe this meme stock — even with its recent $500 million crypto play — is running out of extra lives.

New Highs: After hitting a record high on Wednesday, shares of Oklo are falling after the company announced a $400 million stock offering. Read on for all the details and find out what’s next for this nuclear startup.

Energy Boom: Nuclear energy is making a powerful comeback, fueled by new government support and booming tech demand for clean, reliable power. Discover the four top stocks poised to lead the next big energy wave.

Sleeping Giant: The recent trade agreement between the U.S. and China may quietly boost Marvell Technology, a sleeper semiconductor play with rising AI potential. With bullish options setups and tailwinds, this could be the breakout trade no one’s watching.

For the last decade, these 3 'Power Patterns' have been accurate an astonishing 90% of the time. Now they're firing up again over the next 75 days, and 30-year veteran trader Tom Gentile will show you LIVE how to position yourself for potential gains.

On This Day In 2018…

A U.S. district court judge approved AT&T’s $85.4 billion acquisition of Time Warner, rejecting the Justice Department’s antitrust challenge and clearing the way for one of the largest media mergers in history. The decision marked a pivotal moment in the convergence of media and telecommunications, allowing AT&T to gain control of assets like HBO, CNN and Warner Bros. The ruling was seen as a green light for further consolidation in the industry, with major players racing to compete in the evolving landscape of streaming and digital content distribution.

QUOTE OF THE DAY

“I don't want a lot of good investments; I want a few outstanding ones.”

— Philip Fisher

Will Rising Stars Circle, CoreWeave Perform Like Past IPO Winners Reddit, Astera Labs?

So far, it’s been a blockbuster year for IPOs, with Circle and CoreWeave delivering monstrous returns and rekindling the IPO buzz on Wall Street.

These rising stars have dazzled, with shares of Circle soaring more than 250% in its first two days of trading, while Coreweave is up nearly 300% since its debut two months ago.

But while early gains are grabbing headlines, the real question is whether these companies can maintain their momentum like Reddit and Astera Labs have done since their IPOs. Reddit — which is up nearly 150% since its IPO — posted its first quarterly profit, while Astera Labs has quietly doubled since going public.

In the meantime, CoreWeave’s meteoric rise is now drawing scrutiny, with analysts now raising red flags about its complex financing structure. Meanwhile, Circle’s rapid ascent puts pressure on the company to sustain its momentum in a market known for its fickle memory.

Are these high-flyers built for the long haul — or are they flash-in-the-pan gains and headed for a reality check? Dive into the full story to find out.

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