Good MorningEquity markets should continue to shake off the impact of higher than expected inflation this week but the risk of inflation is still present. The much-hotter than expected CPI and PPI releases underscore what industry professionals and S&P 500 executives have been saying for the last quarter; higher prices are here. The question now is at what pace will inflation stabilize, and when. If the pace of inflation remains high next month the market could be in for another swoon.
This week, investors will be focusing on the last of the S&P 500 Q1 earnings reports and some key mid-month data. The economic calendar includes reads on manufacturing conditions, home builder sentiment, housing starts, and the Index of Leading Indicators as well as the minutes from the Fed’s last meeting. The market will be closely watching each data release for signs of higher inflation and they could send the market lower if present. Regardless of the outcome of this week’s data, consumers should be prepared for steadily rising prices over the next several quarters.
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Industrials | |
It’s Not A Good Time To Buy FreightCar America, Yet
FreightCar America (NASDAQ: RAIL) has been working hard on a transformation that is proving beneficial to the company. The problem is that Q1 results are far below expectations even with the weakly updated guidance and give little reason ... Read the Full Story |
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From Our Partners | | Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge.
Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks.
Stream his free presentation to get every buy and sell recommendation with no membership or credit card required. | | Watch Marc Chaikin's free presentation and get his full buy-and-sell list today |
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Consumer Discretionary | |
Investors looking for a play on the quick service restaurant (QSR) rebound should look no further than Restaurant Brands International (NYSE:QSR). The company behind the Burger King, Popeye's Louisiana Kitchen, and Tim Horton's restaurant chains is expected to be a major beneficiary of increased c... Read the Full Story |
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Markets | |
Innovation And Results Will Drive These Stocks Higher
It is without a doubt the EV market is a huge growth opportunity. It is also fairly clear the EV investment market got ahead of itself in 2020. Now, with prices for EV stocks trading at multi-month lows, it looks like a good time to start buy... Read the Full Story |
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From Our Partners | | Hedge funds are rotating out of AI hype and into the hardware layer powering it. New research identifies three profitable U.S. infrastructure companies leading this shift.
One just posted 76% year-over-year data-center growth. Another holds a $12 billion backlog from global hyperscalers. A third is generating 59%+ gross margins on next-gen chips. | | Access the full analysis, price setups, and catalysts now |
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Technology | | Shares of Taiwan Semiconductor (NYSE: TSM) have been correcting since mid-February and are down 5% since the company reported first-quarter results last month.
Last week, news broke that the chipmaker may invest billions into U.S.-based chip factories.
Earlier in May, TSMC said it would build as ... Read the Full Story |
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Markets | | Social media platform Twitter (NYSE: TWTR) stock has been fallen hard along with other social media peers Pinterest (NYSE: PINS) and Snap (NYSE: SNAP) due to slow down concerns stemming from the acceleration of the re-opening trends. This has driven money from growth stocks to value stocks as invest... Read the Full Story |
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From Our Partners | | Barrick Mining has spent decades building one of Nevada's richest gold districts, anchored by Fourmile, Goldrush, and Cortez Hills, deposits that could hold up to 60 million ounces of gold.
One overlooked explorer controls 142 claims bordering Fourmile and sitting less than a mile from Goldrush. New geological modeling aims to reveal what's beneath this largely untested ground, while a planned 5% royalty spin-off could give shareholders a separate stake in the project. | | Read the full report before the next catalyst hits |
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Markets | |
I really dislike spending an overwhelming amount of money on food. Don't get me wrong. I enjoy buying food because every time I go to the store, I can imagine the delicious items we'll cook together as a family.
Currently on this week's menu: chicken fajitas with cilantro lime guacamole, ribs an... Read the Full Story |
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Markets | |
This was a week when inflation was done being subtle. The data doesn’t lie. Inflation is here and the market doesn’t like it. The Dow Jones and S&P 500 Index were each down about 3% and the Nasdaq dropped about 5%. However all of the indexes were coming off record highs and they al... Read the Full Story |
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Consumer Discretionary | | Cricut Blows Away The Consensus On Robust Demand
In our quest to discover the most interesting investment opportunities we ran across Cricut (NASDAQ: CRCT). Cricut is a consumer-focused tech company operating a very interesting platform. With it, consumers can use the Internet to design and produc... Read the Full Story |
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Consumer Discretionary | | After almost doubling in value in their first few months of public trading, shares of Airbnb (NASDAQ: ABNB) are struggling to keep their head above water even as their core revenue engine starts to rev up again. While we’ll never know how their stock would have performed in March and April of ... Read the Full Story |
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Technology | | With cybersecurity in the news lately, are stocks like Fortinet (NASDAQ: FTNT) well-positioned for gains?
The stock rebounded Thursday, along with the broader market.
In addition to the hacking of the Colonial pipeline, the growing work-from-home movement shed light on cybersecurity risks for ent... Read the Full Story |
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The Early Bird Stock Of The Day Levi Strauss & Co. engages in the design, marketing, and sale of apparel products. The company offers jeans, casual and dress pants, tops, shorts, skirts, jackets, footwear, and related accessories. It operates through the following geographical segments: Americas, Europe, and Asia. The company was founded by Levi Strauss in 1853 and is headquartered in San Francisco, CA. | | View Today's Stock Pick |
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