Good MorningEquity markets tried to advance on Monday, hoping a debt-ceiling deal was reached. However, those hopes were dashed by mounting opposition from Republicans and a few Democrats. The news brings the chance of default much closer, which could have far-reaching implications for the market. The caveat is that no-debt-ceiling standoff has yet resulted in a major economic crash or market downturn, and this one is unlikely to do so as well. Interest rates will bring the market down, and there is no indication the FOMC will be cutting rates any time soon.
The next FOMC meeting is in 2 weeks. The odds of another FOMC interest rate hike are 65% due to the hot read on inflation last week. This will put the base rate at 525 basis points and near the top of the cycle. The risk for the market is that inflation will not subside appreciably for several more quarters if then and that rates will remain high indefinitely. In this scenario, investors should expect outflows from equity markets to continue. Featured: Move Your Money Here Before September 30th (Ad) 
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Consumer Discretionary | |
Ulta Beauty Is One Mall Stock You Can Buy
Ulta Beauty (NASDAQ: ULTA) highlights the dichotomy of mall-based retailers; either you have it or you don’t. When it comes to what the public wants, the FQ1 results prove that Ulta definitely has what the consumers want. The company’s result... 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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Technology | |
Workday Falls Flat On Slowing Growth, Delayed Deals
Workday (NASDAQ: WDAY) is yet another example of a solid yet high-flying company getting its target reeled in. the company did not produce a bad quarter but the Q1 results and outlook suggest the company’s growth and earnings are more tha... Read the Full Story |
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Technology | |
Broadcom Pops On Results, VMWare Deal
Price action in Broadcom (NASDAQ: AVGO) experienced significant downward pressure over the past two quarters but we think those days are behind the stock. The downward pressure is due in large part to institutional selling that we see ending now the Q2 resul... 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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Industrials | | Building materials supplier Builders FirstSource (NASDAQ: BLDR) stock has been basing for the last month in the bear market as shares are down (-20%) year-to-date. Rising interest rate headwinds are cooling consumer mortgage applications but there’s still a supply shortage of homes that will f... Read the Full Story |
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Consumer Discretionary | |
It’s been 16 months since GameStop Corp. (NYSE: GME) blasted into the stratosphere fueled by extreme trading euphoria.
Since its abrupt return to Earth, there have been a few minor ignitions but nothing of the epic variety. Still, loyal meme stock enthusiasts have stayed at the ready awaiti... Read the Full Story |
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From Our Partners | | Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required.
Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away. | | Discover the gold income fund before the next payout date |
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Markets | | Retail department store chain Kohl’s Corporation (NYSE: KSS) stock disappointed investors by falling short on both earnings and guidance on its fiscal Q1 2022 earnings report. Shares of the retailer had previously remained at a premium as the Company has stated its intent to explore strategic ... Read the Full Story |
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Technology | |
Highly-Valued Autodesk Moves Up On Strong Guidance
The price action in Autodesk (NASDAQ: ADSK) has put in a bottom but we don’t think investors should rusk into the stock. While the Q1 results were better than expected and the guidance favorable the margin of outperformance was tepid and t... Read the Full Story |
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Consumer Discretionary | | Speaker and audio products maker Sonos, Inc. (NASDAQ: SONO) stock has fallen (-26%) for the year selling off with the rest of the bear market. The audio products maker continues to grow both top and bottom lines. Stay-at-home mandates and lockdowns spurred growth in home theater and entertainment au... Read the Full Story |
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Markets | |
Follow The Upgrades To These Stocks
When we began working on this post the idea was to write up the three most upgraded stocks so far in Q2. Things changed, however, when we discovered that the three most upgraded stocks in Q2 are all energy stocks. In fact, energy stocks hold the top four (4) p... Read the Full Story |
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Markets | |
On the hunt for dividend stocks with high yields? If you are, one of the easiest ways to choose is to look at a list of solid high-dividend stocks to add to your portfolio. However, if you want to add to your portfolio, it's worth considering a few things, such as the definition of high-yield divi... Read the Full Story |
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Tuesday's Early Bird Stock Of The Day United Therapeutics Corporation, a biotechnology company, engages in the development and commercialization of products to address the unmet medical needs of patients with chronic and life-threatening diseases in the United States and internationally. The company offers Tyvaso DPI, an inhaled dry powder via pre-filled and single-use cartridges; Tyvaso, an inhaled solution via ultrasonic nebulizer; Remodulin (treprostinil) injection to treat patients with pulmonary arterial hypertension (PAH) to diminish symptoms associated with exercise; Orenitram, a tablet dosage form of treprostinil, to delay disease progression and improve exercise capacity in PAH patients; and Adcirca, an oral PDE-5 inhibitor to enhance the exercise ability in PAH patients. It also markets and sells Unituxin (dinutuximab) injection, a monoclonal antibody for treating high-risk neuroblastoma; and Remunity Pump, which contains a pump and separate controller for Remodulin. In addition, the company engages in developing RemoPro and Ralinepag for the treatment of PAH; Aurora-GT, a gene therapy product to rebuild the blood vessels in the lungs; and Nebulized Tyvaso, for the treatment of idiopathic pulmonary fibrosis, as well as xenografts, which are development-stage organ products. It has licensing and collaboration agreements with DEKA Research & Development Corp. to develop a semi-disposable system for the subcutaneous delivery of treprostinil; MannKind Corporation to develop and license treprostinil inhalation powder and the Dreamboat device; and Arena Pharmaceuticals, Inc. to develop Ralinepag. The company was incorporated in 1996 and is headquartered in Silver Spring, Maryland. | | View Today's Stock Pick |
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