Good MorningMarkets look to extend the gains made last week but earnings could be a hurdle. While the bulk of S&P 500 companies are beating their consensus estimates the impacts of inflation and supply chain disruptions continue to creep into the picture. Assuming this week’s onslaught of earnings reports continues to show the same trends the S&P 500 will likely move up to set another new all-time high.
The risk this week is in inflation but not in the earnings reports. The PCE price index is due out on Friday and could spark another round of volatility. The October CPI data moderated a bit from the previous month so there is hope for the same with the PCE. The risk is that PCE prices will rise by an unexpectedly large amount and put additional pressure on the consumer. Worse, a hot read of PCE prices will bring the start of Fed tapering that much closer.
Featured: Wall Street’s quietly buying these 3 AI infrastructure plays (Ad) 
|
Markets | | Drugstore and pharmacy chain Walgreens Boots Alliance, Inc. (NYSE: WBA) stock recently surged on its fiscal Q4 2021 earnings. The pandemic winner looks to see a resurgence as a distributor with COVID-19 vaccinations in the post-COVID reopening era. The Company learned many lessons during the pandemi... Read the Full Story |
|
From Our Partners | | BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one that gets burned with every transaction on what analysts are calling America's new financial grid.
The Nasdaq has received SEC approval to move stocks onto blockchain rails, and BlackRock CEO Larry Fink dedicated his entire 2026 annual letter to this infrastructure shift. Blockchain analyst Andy Howard is calling this asset 'Digital Oil' - and says institutional buyers are already positioned. | | Get the name, the ticker, and exactly how to buy it |
|
Retail/Wholesale | |
Chipotle Stock, long-term value may not be worth the short-term risk
Shares of Chipotle Mexican Grill (NYSE: CMG) are down over 3% less than 48 hours after the company delivered a strong earnings report. That’s newsworthy in and of itself, but it appears to be an acceleration of a larger ... Read the Full Story |
|
Markets | | There’s certainly a strong argument for including semiconductor stocks in almost any long-term portfolio, as these companies are poised for unprecedented growth over the next few years. Since the manufacturers and developers of these intricate chips play a critical role in so many different in... Read the Full Story |
|
From Our Partners | | See the Signals Most Traders Miss
We monitor subtle shifts in order flow, volume patterns, and early trend behavior.
Stock News Trends highlights moves long before they hit mainstream screens. | | Join Free — Start Tracking Early Market Data |
|
Consumer Discretionary | | Digital streaming service Netflix (NASDAQ: NFLX) stock has been raging to new all-time highs on the heels of its Q3 2021 earnings results. Shares originally sold off in the after hours due to the mixed guidance but rallied in the following days as investors digested the news. The Company is coming o... Read the Full Story |
|
Markets | |
You know it's coming and you can hardly wait for it to get here, so what's the best thing you can do with your year-end bonus?
You may want to consider how you should use it long before it arrives in your bank account. Since your year-end bonus often coincides with the holiday season, it's possi... Read the Full Story |
|
From Our Partners | | With OpenAI and Anthropic moving closer to the IPO spotlight, AI excitement could spill into several public-market sectors this summer - and most investors may chase the obvious names too late.
A free report identifies 7 stocks positioned around themes that could matter most this summer: AI infrastructure, energy demand, travel, entertainment, home improvement, and more. Built for a market where leadership may rotate quickly. | | Download 7 Best Stocks to Own in Summer 2026 for free |
|
Consumer Discretionary | |
A Knee-Jerk Reaction Is An Opportunity In Whirlpool
Whirlpool’s (NYSE: WHR) Q3 earnings report was a little bit less than expected but, ultimately, the company's business is still very strong. More importantly, cash flow and free cash flow generation are reaching record levels and driving s... Read the Full Story |
|
Auto/Tires/Trucks | |
A 3% move higher on Thursday meant that shares of Ford (NYSE: F) closed above their June high and logged their highest close since 2015. It’s been a remarkable eighteen months for the automotive stalwart whose shares, prior to the pandemic, was caught in a multi-year year downtrend. But for ... Read the Full Story |
|
Business Services | |
The classic investment adage “no risk, no reward” has several variants but they all convey the same message. There is a direct correlation between the level of risk in an investment and its expected return.
This rule applies when it comes to moving up and down the capitalization spect... Read the Full Story |
|
Finance | |
Private equity firm Apollo Global Management (NYSE: APO) stock has been in a solid uptrend since recovering from its pandemic lows as it continues to all-time highs. This alternative asset manager operates over 150 companies including Chipotle (NYSE: CMG) competitor Qdoba in addition to its real e... Read the Full Story |
|
Consumer Discretionary | |
Snap-On Value Deepens After Strong Earnings
If there is one thing the market needs from Snap-on (NYSE: SNA) and other globally oriented companies is a little reassurance in the supply chain. While Snap-on did not give any specific guidance the lack of details is less than reassuring in a world w... Read the Full Story |
|
The Early Bird Stock Of The Day Oshkosh Corporation provides purpose-built vehicles and equipment worldwide. The company operates through three segments: Access, Defense, and Vocational segment. Its Access Equipment segment design and manufacture aerial work platform and telehandlers for use in construction, industrial, and maintenance applications; offers financing and leasing solutions including rental fleet loans, leases, and floor plan and retail financing; and towing and recovery equipment, which includes carriers, wreckers, and rotators, as well as provides equipment installation and sale of chassis and service parts. The Defense segment engages in the manufacture and sale of heavy, medium, and light tactical wheeled vehicles and related services for department of defense. Its Vocational segment offers custom and commercial firefighting equipment, fire apparatus, and emergency vehicles, including pumpers, aerial platform, ladder and tiller trucks, and tankers; light, medium, and heavy-duty rescue vehicles; and wildland rough terrain response, bomb squad, hazardous materials control vehicles, mobile command and control centers, and other emergency response vehicles. Additionally, this segment produces and sells custom and commercial firefighting vehicles, as well as command vehicles, ARFF vehicles; design and manufacture refuse collection vehicles for waste services industry; front discharge concrete mixers for the concrete ready-mix industry; and field service vehicles and truck-mounted cranes for construction, equipment dealer, building supply, utility, tire service, railroad, and mining industries. Further, the company provides its products through direct sales representatives, dealers, and distributors. Oshkosh Corporation was formerly known as Oshkosh Truck Corporation. The company was founded in 1917 and is headquartered in Oshkosh, Wisconsin. | | View Today's Stock Pick |
|
