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.... |
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: Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (Ad) 
| 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 |
| 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 |
| 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 |
| 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 |
| From Our Partners | | TradeSmith CEO Keith Kaplan warns that AI's rapid rise has a dark side, threatening American jobs and livelihoods. He says now is the time to prepare before September 30th.
TradeSmith has invested $17 million in AI tools and built a platform used by 180,000 traders worldwide. One user, Stephen, credits it with building a $2.95 million retirement portfolio. | | See where Kaplan says to move your money before September 30th |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Tuesday's Early Bird Stock Of The Day Walmart Inc. engages in the operation of retail, wholesale, other units, and eCommerce worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club. It operates supercenters, supermarkets, hypermarkets, warehouse clubs, cash and carry stores, and discount stores under Walmart and Walmart Neighborhood Market brands; membership-only warehouse clubs; ecommerce websites, such as walmart.com.mx, walmart.ca, flipkart.com, PhonePe and other sites; and mobile commerce applications. The company offers grocery and consumables, including dairy, meat, bakery, deli, produce, dry, chilled or frozen packaged foods, alcoholic and nonalcoholic beverages, floral, snack foods, candy, other grocery items, health and beauty aids, paper goods, laundry and home care, baby care, pet supplies, and other consumable items; fuel, tobacco and other categories. It is also involved in the provision of health and wellness products covering pharmacy, optical and hearing services, and over-the-counter drugs and other medical products; and home and apparel including home improvement, outdoor living, gardening, furniture, apparel, jewelry, tools and power equipment, housewares, toys, seasonal items, mattresses and tire and battery centers. In addition, the company offers consumer electronics and accessories, software, video games, office supplies, appliances, and third-party gift cards. Further, it operates digital payment platforms; and offers financial services and related products, including money transfers, bill payments, money orders, check cashing, prepaid access, co-branded credit cards, installment lending, and earned wage access. Additionally, the company markets lines of merchandise under private brands, including Allswell, Athletic Works, Equate, and Free Assembly. The company was formerly known as Wal-Mart Stores, Inc. and changed its name to Walmart Inc. in February 2018. Walmart Inc. was founded in 1945 and is based in Bentonville, Arkansas. | | View Today's Stock Pick |
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