Today is Wednesday, July 22, 2026.
The Early Bird Index today is 88.26.
New to this newsletter? Sign up here
Super Micro's Wall of Orders ⚡
Super Micro Computer $SMCI ( ▲ 7.01% ) surged 20.58% in after-hours trading on Tuesday after the technology company released preliminary financials that show a better future.
Details: The company disclosed that its backlog rose to record levels, with total new orders exceeding $60 billion during the quarter. Those new orders will be delivered in future periods.
Financials: Super Micro also announced on Tuesday that it expects gross margins to be in the range of 15% to 17%, higher than its previous outlook of 8.2% to 8.4%, due to favorable customer and product mix.
Background: The stock had been down over 17% in 2026.
Early Bird’s Nest Egg Gains: Practically, the stock looks in much better fundamental shape than when margins were collapsing and growth was purely volume-driven, but it remains a high-beta, cycle-sensitive AI infrastructure name rather than a sleep-at-night holding.
Final Thoughts: The company reports its full financial results on August 11.
The 10 Best AI Stocks to Own in 2026
AI is moving from experiment… to essential.
Every major industry is integrating it.
Every major company is investing in it.
By late 2025, AI was already an $800B market — growing at a pace that could push it well beyond $1 trillion in the years ahead.
Cloud infrastructure is scaling fast.
AI-enabled devices are multiplying.
Automation is becoming standard.
But here’s the real question…
When trillions flow into this transformation — which stocks stand to benefit most?
Our new report reveals 10 AI stocks positioned across the backbone of this shift — from the companies powering the infrastructure… to those embedding intelligence into everyday systems.
If you want exposure to one of the defining growth trends of this decade, start here.
Notables
Notable Earnings Today: Alphabet (Nasdaq: GOOGL), Tesla (Nasdaq: TSLA), GE Vernova (NYSE: GEV), AT&T (NYSE: T), Philip Morris International (NYSE: PM), ServiceNow (NYSE: NOW), IBM (NYSE: IBM), Texas Instruments (Nasdaq: TXN), Las Vegas Sands (NYSE: LVS), Knight-Swift (NYSE: KNX), Wyndham Hotels & Resorts (NYSE: WH), Travel + Leisure Co (NYSE: TNL), Kinder Morgan (NYSE: KMI), CSX (Nasdaq: CSX), SL Green Realty (NYSE: SLG), Sonoco Products (NYSE: SON), Moody's (NYSE: MCO), Wabtec (NYSE: WAB), TE Connectivity (NYSE: TEL), PulteGroup (NYSE: PHM), Texas Capital (Nasdaq: TCBI), Crown Castle (NYSE: CCI), AvalonBay (NYSE: AVB), CME Group (Nasdaq: CME), EastGroup (NYSE: EGP), Equity Lifestyle Properties (NYSE: ELS), Equity Residential (NYSE: EQR), Essential Properties Realty Trust (NYSE: EPRT), First American Financial (NYSE: FAF), First Industrial Realty (NYSE: FR), Globe Life (NYSE: GL), Graco (NYSE: GGG), Medpace (Nasdaq: MEDP), Molina Healthcare (NYSE: MOH), Northern Trust (Nasdaq: NTRS), Old National Bancorp (Nasdaq: ONB), Packaging Corp (NYSE: PKG), Pinnacle Finl (NYSE: PNFP), Raymond James (NYSE: RJF), Reliance, Inc. (NYSE: RS), RenaissanceRe (NYSE: RNR), RLI Corp (NYSE: RLI), Rogers Comms (NYSE: RCI), Rollins (NYSE: ROL), RPM Inc (NYSE: RPM), SEI Investments (Nasdaq: SEIC), Stifel Financial (NYSE: SF), Teledyne Tech (NYSE: TDY), Waste Connections (NYSE: WCN), WEX (NYSE: WEX).
Notable IPOs Today: N/A.
Notable Equity Crowdfunding Campaigns Ending Today: N/A.
Notable Economic Events Today: Crude Oil Inventories (10:30 a.m. ET).
Alaska Air's Fuel Price Spike
Alaska Air Group $ALK ( ▼ 1.26% ) fell 1.57% in after-hours trading on Tuesday after reporting mixed financial results as the company deals with rising fuel costs.
Financials: Alaska Air reported a loss of 68 cents per share in the past quarter, which was better than expected. But revenue was $4.1 billion, which was lower than expected.
Final Thoughts: The stock, already down 11% this year, could experience more pain if fuel costs continue to increase.
XRP’s Latest Milestone
The price of the cryptocurrency XRP $XRP ( ▼ 0.15% ) jumped about 3% on Tuesday as the XRP Ledger surpassed 1 million agentic transactions, a new milestone.
Final Thoughts: XRP is still down about 37% this year.

Trends to Watch
Make America Gassy Again: Taylor Farms Spent Big on MAGA and Anti-Regulatory Lobbying Before Diarrhea Outbreak (Wired)
Not Fully Charged on EV: GM announces new gas-powered Cadillac vehicles amid EV pullback (CNBC)
Alternative Investing: Goldman Sachs creates private markets platform for wealthy clients, memo shows (Reuters)
Sounding the Alarm: JPMorgan chief Jamie Dimon says risks of a shock are building for stocks and bonds (Business Insider)
Will the Rally Last: Bitcoin rally faces key test at $68,000 as 'summer slumber' grips crypto, analysts say (CoinDesk)
Thank you for reading!
Forward to a friend and tell them to sign up here.
Pick winning stocks: Upgrade to Early Bird Prime.
Become a smarter investor: Get Early Bird Exclusives
Want more investing tips? Listen to the podcast.
Show Your Support: Buy Me a Coffee.
Questions or comments? Hit reply to reach out.
The contents of Early Bird are intended for informational and entertainment purposes only. They do not constitute trade or investment recommendations, and they are not financial or legal advice. Readers are encouraged to consult licensed professionals for personalized guidance regarding their financial or legal situations.


