Good MorningThe bear market rally extended itself to a new high last week and it may continue higher in the near term. the rally is driven by news that is not-as-bad-as-expected but the fact inflation is still very high and cutting into economic activity remains. Last week's CPI is the latest culprit coming in cooler than expected but still a hot 5.9% YOY at the core level. At this pace, the market should be expecting the FOMC to continue hiking at an aggressive pace until inflation is at more manageable levels.
This week the market will be faced with another full slate of economic data and reports from a large portion of the retail sector. On the economic front, retail sales top the list but there are several reads coming out of the housing sector and the Index of Leading Indicators as well. The Leading Indicators have been negative for the last three months and could come in negative again. Featured: Do Not Buy Another AI Stock Before Seeing This (Ad) 
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Technology | |
Diversification is the edge for any portfolio. Rising inflation is impacting discretionary consumer spending. These stocks tend to be good recession hedges by either thriving in a recessionary period or are essential products needed regardless of the economic landscape. The following four companie... Read the Full Story |
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From Our Partners | | MindWalk Holdings (NASDAQ: HYFT) is applying AI to drug discovery, and its customer base already includes 19 of the top 20 global pharmaceutical companies.
The company's HYFT technology maps roughly 660 million biological patterns and 25 billion relationships. Q1 fiscal 2027 revenue hit $3.8 million, with gross margin improving to 59 percent in its fifth consecutive quarter of year-over-year growth.
A new OpenFold3 deployment delivered about 5x faster antibody-antigen inference, and a $30 million revolving credit line, free of warrants or equity conversion, adds fuel for expansion. | | Take a closer look at HYFT before AI reshapes drug discovery. |
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Communication Services | | The world’s largest movie theater chain AMC Entertainment (NYSE: AMC) stock has recovered in recent weeks to being down just (-17%) for the year. The pandemic put the movie theater industry on the edge as the epicenter industry faced many bankruptcies with smaller theaters, independent theater... Read the Full Story |
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Industrials | |
Hydrogen fuel cell technology provider Plug Power (NASDAQ: PLUG) stock has gotten a shot in the arm with the passing of the Inflation Reduction Act of 2022. The bill has brought life to renewable energy and electric vehicle (EV) stocks. The provider of hydrogen fuel cell (HFC) turnkey systems miss... Read the Full Story |
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From Our Partners | | Jeff Brown, the analyst who flagged Bitcoin, Tesla, and Nvidia early, is tracking Elon Musk's next move. He points to a new AI project tied to Musk's Cybercab reveal.
Brown says Musk has opened major investment windows before, with PayPal, Tesla, and SpaceX marking milestones in tech history. He believes a fourth may open by October 30. | | See Jeff Brown's full analysis on Musk's new AI project |
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Consumer Discretionary | |
The institutional support for Foot Locker (NYSE: FL) remains high at 83.4% but there is a trend in the activity investors should be aware of. While institutional support remains high, the institutions have been trimming their holdings of the stock over the past 4 quarters. The institutions have be... Read the Full Story |
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Communication Services | | Digital advertising technology (AdTech) company The Trade Desk (NYSE: TTD) stock took a nosedive when digital advertising networks signaled the slowdown in digital advertising. It’s been a rough two-years for the adtech industry. Apple’s (NASDAQ: AAPL) privacy clampdown and Google&rsquo... Read the Full Story |
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From Our Partners | | Forget Nvidia, Google, Amazon, and Microsoft. Jeff Brown says the next major AI opportunity has nothing to do with AI stocks at all.
Some of these AI assets have posted gains of 200%, 318%, and even 467% in 30 days or less, far outpacing Sandisk, 2026's top-performing AI stock, which rose just 10% in the same stretch.
Brown is highlighting five AI plays he believes carry even more upside potential, plus a free bonus pick. | | Click here to see the five AI plays and free bonus pick |
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Consumer Staples | |
Coca Cola versus Pepsi. Ford versus General Motors. Boeing versus Airbus.
The corporate world is filled with heated rivalries spread across many industries. Like classic sports team rivalries, they capture our imaginations because we can’t resist seeing two well-matched giants battle it out... Read the Full Story |
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Consumer Discretionary | |
Jack In The Box (NASDAQ: JACK) is a turn-around story that has legs but it is not one without risks. The latest hurdle, the unusual addition of Del Taco to the fold, was met with skepticism from the market but the institutions were not swayed in their faith in this company. The institutions purcha... Read the Full Story |
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Consumer Discretionary | | With an almost 80% rally since the middle of May, there’s a strong case to be made for considering a long position in electric vehicle (EV) maker NIO’s (NYSE: NIO) shares. While they were well able to capitalize on the euphoria that swept equity markets before and after the COVID crash, ... Read the Full Story |
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Industrials | |
Honeywell became a diversified giant through its growth by acquisition strategy
Despite cyclical pressures and inflationary headwinds, the Company saw 12% growth in orders
The Company executed $3.2 billion in stock buybacks
Diversified technology and manufacturing company Honeywell (NYSE: ... Read the Full Story |
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Communication Services | |
Disney Parks division leading from the front
ESPN+ subscribers rose 53% from a year ago
The company added 14.4 million Disney+ subscribers
An 8% gap up to start Thursday’s session should tell you everything you need to know about how investors are feeling about Disney (NYSE: DIS) righ... Read the Full Story |
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Monday's Early Bird Stock Of The Day Revolve Group, Inc. operates as an online fashion retailer for millennial and generation z consumers in the United States and internationally. The company operates in two segments, REVOLVE and FWRD. It operates a platform that connects consumers and global fashion influencers, as well as emerging, established, and owned brands. The company offers apparel, footwear, accessories, beauty, and home products from emerging, established, and owned brands, as well as luxury brands through its websites and mobile apps. The company was formerly known as Advance Holdings, LLC and changed its name to Revolve Group, Inc. in October 2018. Revolve Group, Inc. was founded in 2003 and is headquartered in Cerritos, California. | | View Today's Stock Pick |
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