Good MorningEquity markets pulled back on Monday as geopolitical unrest in China compounded tepid holiday retail spending. The news from China is that protesters are unhappy with COVID-19 lockdowns and the unrest is spreading. The news will be felt hardest by those whose business is dependent on China such as the tech industry and manufacturing and may cause another supply chain disruption. The takeaway for investors today is that another reason to expect weak earnings in Q4 and the 1st half of 2023 has emerged and it will weigh on the index moving forward.
Traders are also bracing for another round of key economic data. This week's calendar will bring the monthly NFP and other labor news along with key reads on manufacturing, the housing market, and inflation. The PCE price index will be the big report of the week and may show a downtick in inflation to match the CPI. Even so, investors should expect another 125 to 150 basis points of interest rate hikes by late winter 2023. Featured: Wall Street’s quietly buying these 3 AI infrastructure plays (Ad) 
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Technology | |
Zoom Video (NASDAQ: ZM) has gone from an obscure but easy-to-use video communications platform to becoming a verb synonymous with video conferencing and remote engagement driven by the COVID-19 pandemic. Zoom Video was one of the major benefactors of the pandemic that helped usher in the “ne... 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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Markets | |
One of the more significant talking points among market analysts in 2022 has been the status of the yield curve. The yield curve is a visual representation of the relationship between bond yields and the maturity length of different bonds. The two most often referenced bonds in terms of the yield ... Read the Full Story |
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Markets | |
The U.S. apparel market is forecast to contract 2% this year. Not bad considering the myriad of challenges facing clothing manufacturers and retailers. Ongoing supply chain disruption, higher materials costs and inventory build-ups have weighed on the industry in 2022.
Thankfully, apparel investo... Read the Full Story |
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Technology | |
Cloud computing investors will be cautiously waiting for Snowflake, Inc. (NYSE: SNOW) to post their most recent earnings results, later this week. This could help to clarify what to expect from cloud computing growth moving forward, especially in anticipation of other, larger firms, who will not r... Read the Full Story |
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Industrials | |
The sell-side support for Deere & Co (NYSE: DE) is high and rising and may help drive the stock to a new all-time high. The institutional activity alone suggests the stock will move higher as it has been bullish for 3 of the last 4 quarters and netted about 2.3% of the market cap. This has the... 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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Consumer Discretionary | |
The global hotel industry (NYSEARCA: HOTL), headwinds aside, is experiencing a rebound in business that is expected to continue for the next 5 to 7 years. The rebound is driven in large part by post-pandemic reopenings, business travel and tourism which has been pent up since 2022 and only now rea... Read the Full Story |
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Retail/Wholesale | | China’s largest online retailer JD.com (NASDAQ: JD) is also its largest internet company by revenue. It is often referred to as the Amazon (NASDAQ: AMZN) of China. The Company not only generates e-commerce revenues but also has a logistics division that has managed to increase revenues at a 20... Read the Full Story |
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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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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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Tuesday's Early Bird Stock Of The Day Deere & Co. engages in the manufacture and distribution of equipment used in agriculture, construction, forestry, and turf care. It operates through the following segments: Agriculture and Turf, Construction and Forestry, and Financial Services. The Agriculture and Turf segment focuses on the distribution and manufacture of a full line of agriculture and turf equipment and related service parts. The Construction and Forestry segment offers machines and service parts used in construction, earthmoving, road building, material handling and timber harvesting. The Financial Services segment finances sales and leases by John Deere dealers of new and used agriculture and turf equipment and construction and forestry equipment. The company was founded by John Deere in 1837 and is headquartered in Moline, IL. | | View Today's Stock Pick |
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