Good MorningEquity markets were quiet on Monday as traders and investors brace for what could be a monumental FOMC announcement. The FOMC meets on Tuesday and Wednesday and could increase interest rates by a full 100 basis points in an effort to front run inflation. The risk if they don't is that inflation will continue to accelerate and the next read on the PCE index is just two days later. Based on the last CPI index, the pace of inflation accelerated in June and that can be seen in the estimates as well. The consensus for core PCE is a gain of 0.6% or twice the monthly gain set in May. At this pace, the YOY gain is expected to be at least flat from the prior month and we think it could be much hotter.
In other news, this is the busiest week of the Q2 earnings reporting cycle and it could be a volatile one. Reports from Facebook (Meta) and Google (Alphabet) are only two potential market movers and there are hot names reporting from every sector. If the reports give the market some hope, the rebound could continue but, if not, we see new lows lurking around the corner. Featured: Wall Street’s quietly buying these 3 AI infrastructure plays (Ad) 
|
Consumer Discretionary | |
High-Yield Whirlpool Provides Value And Yield
Shares of Whirlpool (NYSE: WHR) are trading under 7X the consensus for earnings and offer a deep value relative to the broader market (NYSEARCA: SPY). The question that should be asked, however, is this value a trap that will tie up investor capital ... 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 |
|
Basic Materials | |
RPM International Leans Into Price Increases For Record Results
RPM International (NYSE: RPM) reported a mixed quarter but gave favorable guidance that should help lift share prices over the next few months. The caveat is that pricing increases can be blamed on most of the success, and price inc... Read the Full Story |
|
Energy | | Crude prices have recently fallen, with Brent hovering around $100 and WTI falling below $100. Many oil stocks still have value, since many oil-related companies continue to produce increasing levels of cash flow on higher price realization. Consider the following oil stocks for your portfolio if yo... 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 |
|
Markets | |
NIO Inc. (NYSE: NIO) has recently been a prominent fixture in the news cycle, with voluminous articles and analyst reports attempting to shed light on the company’s future. Like most Chinese stocks in the current geopolitical climate, its future is contentious. While bulls see an undervalued... Read the Full Story |
|
Technology | |
Nvidia (NASDAQ: NVDA) continues to lead competitors in providing chips for GPU and has done well to catch up in the database segment. Nvidia is an American software and fabless company which designs graphics processing units (GPUs), application programming interfaces (APIs) for data science and hi... 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 |
|
Technology | | Enterprise and government data analytics services provider Palantir Technologies (NASDAQ: PLTR) stock has plummeted nearly (-46%) in 2022. According to its CEO Alex Karp, Palantir thrives in both good and bad times. He claims they predicted inflation and built the Company to had free cash flow, not ... Read the Full Story |
|
Basic Materials | |
The Institutions Buy PPG Industries Despite Weak Guidance
The institutional activity in PPG Industries (NYSE: PPG) has been a little mixed over the past year but the net activity is bullish and supports the stock. The institutions have been net buyers for 3 of the last 4 quarters and 7 of the la... Read the Full Story |
|
Industrials | |
Ingersoll Rand's products and brands run the gamut from air and gas compression products to fluid management systems. If you think you might want to invest in this popular company, it helps to learn all you can about it before you invest.
Consider the history of Ingersoll Rand Inc. (NYSE: IR), c... Read the Full Story |
|
Industrials | |
Alcoa Increases Capital Returns, Shares Bottom
Shares of Alcoa (NYSE: AA) are down nearly 50% from their high and they move lower but we don’t think they will go much lower. While aluminum prices are down sharply from their recent high the outlook for demand is expansionary and prices are ... Read the Full Story |
|
Retail/Wholesale | |
Lately, U.S. technology companies are making their best impressions of U.S. Olympic gymnasts in performing the splits—as in, stock splits.
A stock split refers to when a company deliberately increases its number of shares outstanding in making it more attractive to the market. The share pri... Read the Full Story |
|
Tuesday's Early Bird Stock Of The Day TotalEnergies SE, a multi-energy company, produces and markets oil and biofuels, natural gas, green gases, renewables, and electricity in France, rest of Europe, North America, Africa, and internationally. It operates through five segments: Exploration & Production, Integrated LNG, Integrated Power, Refining & Chemicals, and Marketing & Services. The Exploration & Production segment is involved in the exploration and production of oil and natural gas. The Integrated LNG segment comprises the integrated gas chain, including upstream and midstream liquified natural gas (LNG) activities, as well as biogas, hydrogen, and gas trading activities. The Integrated Power segment includes generation, storage, electricity trading, and B2B-B2C distribution of gas and electricity. The Refining & Chemicals segment consists of refining, petrochemicals, and specialty chemicals. This segment also includes oil supply, trading, and marine shipping activities. The Marketing & Services segment supplies and markets petroleum products. The company was formerly known as TOTAL SE and changed its name to TotalEnergies SE in June 2021. TotalEnergies SE was founded in 1924 and is headquartered in Courbevoie, France. | | View Today's Stock Pick |
|