Good MorningEquity markets ended the week on solid footing but there is a risk on the horizon. This week brings the 1st of December and the next round of important economic data. Not only is the market looking for the NFP and other labor data but the November read of the PCE price index is due out as well. The index is expected to show an increase in inflation but at a slower rate than before which will be taken as good news by the market. Looking forward, the pace of inflation is still high enough to warrant additional FOMC interest rate hikes and that is having an impact on the outlook for earnings.
It is the outlook for earnings that will keep the S&P 500 inside of its new range if not moving lower. The consensus estimate for Q4 2022 is already in negative territory and the outlook for the 1st half of 2022 is not far behind it. At the rate the estimates are falling, the market should expect to see Q4 earnings growth in the range of -4% or less by the time the next reporting season is done. Featured: Wall Street’s quietly buying these 3 AI infrastructure plays (Ad) 
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Technology | | Hardware and infrastructure solutions provider Dell Technologies (NASDAQ: DELL) is a diversified technology company comprised of two main segments, Infrastructure, and Client Solutions. The segment that manufactures and sells PCs, monitors, accessories and gaming hardware is the Client Solutions seg... Read the Full Story |
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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 |
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Technology | |
In early November, Rambus Inc. (NASDAQ: RMBS) revealed that its share repurchase program—worth about $100 million—should be completed by March or maybe April. News of this helped shore up the share price, not that the company needed it. After all, the company is growing faster than the... Read the Full Story |
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Retail/Wholesale | | Consumer electronics retailer Best Buy (NYSE: BBY) is the last and the largest pure-play electronics big box store. They’ve outlasted prior competitors like Circuit City, CompUSA, The Wiz, Erol’s, Best Products, Radio Shank, H.H. Gregg, and Sam Goody’s just to name a few. Its main ... Read the Full Story |
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Markets | |
The CBD industry has faced its share of hurdles but one thing is clear: It is here to stay and should grow at a high double-digit compound annual growth rate (CAGR) for the next six years or more. As of 2021, the CBD industry was valued at just over $12.8 billion and is expected to grow at a 20% C... Read the Full Story |
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Markets | | The classic 60/40 portfolio, consisting of 60% stocks and 40% bonds, has served investors well over the years. A very basic 60/40 allocation, which includes international securities, might consist of the SPDR Portfolio MSCI Global Stock Market ETF (NYSEARCA: SPGM) combined with the Vanguard Total In... Read the Full Story |
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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 |
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Technology | |
The S&P 500 index is up 15% from the lows of last month. This means that investors have a lot to be happy about going into Thanksgiving week, especially given how bleak things have looked at various times in recent months. Some signs of inflation slowing have started to appear (we’re not... Read the Full Story |
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Technology | | In the first week of November, Salesforce Inc. (NYSE: CRM) announced it would let go of employees after demand lightened for its enterprise software. This is certainly not good news and it touches on the larger concerns that have affected earnings for front-office software this quarter. Salesforce a... Read the Full Story |
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Technology | |
The outlook for the semiconductor industry has been on shaky footing for the last several quarters but you wouldn’t be able to tell by looking at institutional activity through Analog Devices Inc. (NASDAQ: ADI). The institutions have rotated their holdings and they’ve been net bearish ... Read the Full Story |
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Technology | | CenturyLink merged with Qwest to become the third-largest telecommunications company in the U.S. in 2010. The Company continued to gobble up technology companies like Savvis, a cloud infrastructure company in 2012 and broadband provider Level 3 Communications in 2017. The Company changed its name fr... Read the Full Story |
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Technology | |
Despite a fiscal first-quarter earnings report that beat consensus estimates, analysts are giving Cisco Systems (Nasdaq: CSCO) a HOLD rating for now. The report revealed that earnings for the computer networking firm rose 5% year-over-year through the quarter ending on October 29, up 86 cents. In ... Read the Full Story |
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Monday's Early Bird Stock Of The Day Varonis Systems, Inc. provides software products and services that allow enterprises to manage, analyze, alert, and secure enterprise data in North America, Europe, the Middle East, Africa, and internationally. Its software enables enterprises to protect data stored on premises and in the cloud, including sensitive files and emails; confidential personal data belonging to customers, and patients and employees' data; financial records; source code, strategic and product plans; and other intellectual property. It offers DatAdvantage that captures, aggregates, normalizes, and analyzes every data access event for users on Windows and UNIX/Linux servers, storage devices, email systems, intranet servers, cloud applications, and data stores; and DatAlert that profiles users, devices, and their behaviors related to systems and data, detects and alerts on deviations that indicate compromise, and provides a web-based dashboard and investigative interface. It also provides data Classification engine that identifies and tags data based on criteria set in various metadata dimensions, as well as provides business and information technology (IT) personnel with actionable intelligence about data; and DataPrivilege. In addition, the company offers Data Transport Engine, an execution engine that unifies the manipulation of data and metadata, translating business decisions, and instructions into technical commands, such as data migration or archiving; and DatAnswers that provides search functionality for enterprise data. It serves its products to financial services, public, healthcare, industrial, technology, insurance, energy and utilities, consumer and retail, education and construction, and engineering sectors. The company sells its products through a network of distributors and resellers. Varonis Systems, Inc. was incorporated in 2004 and is headquartered in New York, New York. | | View Today's Stock Pick |
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