Good MorningEquities started August on uncertain footing, trading in a very tight range just below July's closing level. The move smacks of indecision and now wonder; with the PCE index rising to the highest level in 30 years, the outlook for the FOMC has only gotten darker. The committee indicated a slowdown in the pace of interest rate hikes just a few days earlier, and now the odds are growing for another 75 basis point hike in September.
This week, all eyes will be on earnings and the NFP report on Friday. On the earnings front, the revisions to the outlook for Q3, Q4, and next year are in near-freefall, and more bad news is expected. On the economic front, the NFP is expected to show a slowdown in the pace of hiring and another month of low-single-digit increases in wages. Featured: He started with $2,000. Now he's at $3 million. (Ad) 
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Technology | |
onsemi (NASDAQ: ON) is outperforming the semiconductor industry (NASDAQ: SOXX) by 260 percentage points in the post-pandemic world, and that is no surprise. The company’s focus on intelligent sensing and power solutions make it a valuable partner for industrial purposes and IT infrastructure... Read the Full Story |
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From Our Partners | | A drilling crew near the Grand Canyon uncovered a clean energy well producing nearly eight times the output of Saudi Arabia's largest oil field, with potential to last two million years.
While the One Big Beautiful Bill Act eliminated federal credits for solar, wind, and EVs, this energy source was reclassified alongside oil and nuclear power and given eight years of tax credits. Google signed a 15-year contract, and Bill Gates committed $100 million.
One company controls the entire supply chain behind this discovery. | | See the ticker behind this Grand Canyon energy breakthrough now |
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Technology | |
While there is fear that growth in cyber-security start-ups like Check Point Software (NASDAQ: CHKP) and Crowdstrike (NASDAQ: CRWD) is slowing, the industry is still growing at a high-double-digit rate, and opportunities are developing. Check Point, for one, offers a deep value that makes it stand... Read the Full Story |
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Energy | |
Devon Energy (NYSE: DVN) continued to produce record levels of cash during the second quarter, on the back of higher realized per barrel price of oil. During the quarter, the company increased production by 7%, producing over 616,000 BOE per day, as it looked to take advantage of global supply-sid... Read the Full Story |
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From Our Partners | | Palantir, Micron and SanDisk show how fast a stock can become the trade everyone suddenly wants. That's often when investors make their costliest mistake: arriving after the easy part of the move is gone.
A new premium eBook flags 7 stocks that may be worth knowing about before the broader crowd catches on. You don't need to buy any of them - just knowing what's quietly gaining attention can be useful. | | See the 7 stocks on the watchlist while it's still free |
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Consumer Discretionary | |
Blooming Brands' (NASDAQ: BLMN) value is slipping away, but not for any bad reasons. The company’s results prove that the rebound in restaurants is still strong and that pricing power is driving cash flow and that shares are moving higher. With the stock trading at only 8.4X, its earnings co... Read the Full Story |
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Utilities | |
Green energy stocks increasingly find their way into portfolios as the green economy becomes a major theme for investors. Adding to the momentum is climate-change policy, and as a result, green companies are likely to attract record levels of capital.
3 Green-Era Stocks To Consider
NextEra Energ... Read the Full Story |
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From Our Partners | | Rumors are circulating that Elon Musk is preparing to acquire three publicly traded companies.
Dr. Mark Skousen, who met Musk in person and called the SpaceX listing months early, says he has identified all three targets in what he calls Elon's $2.1 Trillion Hit List.
See the three companies before the rumors become headlines. | | Get the details on all three companies now |
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Consumer Discretionary | |
Global jewelry retailer Signet Jewelers Limited (NASDAQ: SIG) stock is attempting to reverse its downtrend as it trades down (-34%) on the year. The world’s largest jewelry retailer has taken a hit as consumers face a recession due to inflationary pressures not seen in 40 years. Rising inter... Read the Full Story |
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Consumer Discretionary | |
Newell Brands (NASDAQ: NWL) represents a deep value and a high yield compared to the broad market and many of its peers in the consumer realm, and the stock price looks ready to bottom. After correcting more than 30% from the 2021 high, the company appears to be on track to grow the business and c... Read the Full Story |
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Consumer Staples | |
Colgate-Palmolive (NYSE: CL) is not a value compared to peers and it isn’t the highest-yielding dividend stock in the consumer staples universe but neither is it the most expensive or lowest yielding. Along with that, the outlook for margin improvement is brightening and that is good news fo... Read the Full Story |
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Consumer Discretionary | | 2008 was the last time there was a significant recession in the United States. And now with two consecutive quarters of declines in GDP and inflation continuing to run hot, investors may be worried about how their portfolios will hold up if the economy were to fall into a recession. The following st... Read the Full Story |
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Consumer Discretionary | |
Rivian (NASDAQ: RIVN) is an American electric and automotive maker, that is based out of Irvine, California. Rivian is a part of a growing number of electric car makers that have entered the competitive automotive market in the past decade, others include Tesla (NASDAQ: TSLA), Lucid Motors (NASDAQ... Read the Full Story |
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Tuesday's Early Bird Stock Of The Day Alphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments. The Google Services segment provides products and services, including ads, Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube. It is also involved in the sale of apps and in-app purchases and digital content in the Google Play and YouTube; and devices, as well as in the provision of YouTube consumer subscription services. The Google Cloud segment offers infrastructure, cybersecurity, databases, analytics, AI, and other services; Google Workspace that include cloud-based communication and collaboration tools for enterprises, such as Gmail, Docs, Drive, Calendar, and Meet; and other services for enterprise customers. The Other Bets segment sells healthcare-related and internet services. The company was incorporated in 1998 and is headquartered in Mountain View, California. | | View Today's Stock Pick |
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