Good MorningEquity markets nearly snapped a 3-day winning streak on Thursday, with the S&P 500 rising marginally for the day. The move was sparked by fears of slowing consumer spending and the possibility of deflation and recession. In that scenario, deflating prices and slowing demand could equate to widespread job losses, stagnating GDP growth and aggressive FOMC rate cuts. While rate cuts are what the market wants, they may come at a cost that will trim significant value off the S&P 500.
The S&P 500 is at another critical juncture with little more than a month left in the trading year. Next week is the Thanksgiving Holiday, and after that, December. With inflation in retreat and the FOMC in wait-and-see mode, Santa Claus may bring a rally to Wall Street. No major economic releases are due, but a few earnings reports, including NVIDIA, could amp up the market. The company's solid momentum could easily lead to outperforming the astronomical estimates. Revenue for the AI-chip leader is expected to ramp nearly 175% YOY.
Featured: Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (Ad) 
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Consumer Discretionary | |
The retail sector is struggling in 2023, and Williams-Sonoma (NYSE: WSM) is not immune. Shifting consumer habits and a general pullback in spending on discretionary items are taking a toll on the business. However, Williams-Sonoma is among the highest-quality retail stocks and a resilient name for... Read the Full Story |
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From Our Partners | | Celestica (CLS) is up 1,156% since joining Alpha Picks in October 2023. Credo Technology (CRDO) has gained 178% since February 2025. Micron (MU) is up 398% since October 2025.
All three were chosen by the same system: Seeking Alpha's Quant model, which scores thousands of stocks on valuation, growth, momentum, profitability, and earnings revisions. Since July 2022, Alpha Picks has returned 348.64% versus 106.11% for the S&P 500, per S&P Global. | | See every stock in the Alpha Picks portfolio today |
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Communication Services | |
Warren Buffett's Berkshire Hathaway (NYSE: BRK.B), a financial powerhouse, regularly discloses its current holdings to shareholders through a 13F regulatory filing with the Securities and Exchange Commission (SEC) each quarter. This transparency lets investors and market enthusiasts track the comp... Read the Full Story |
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Industrials | |
Shares of General Electric (NYSE: GE) posted its highest closing price in six years on November 16.
So what's going on here?
The stock has been on fire this year, advancing 78.67%, far outperforming the S&P 500's gain of 17.28%.
GE's business has changed recently, as the company spun off... Read the Full Story |
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From Our Partners | | This fall, crypto headlines are full of one story... Trump's memecoin, and its contest for a seat at dinner with the President. It's a fun story. It's also a distraction.
Because while the cameras are pointed at the dinner, something far more important is happening in Washington. The regulators this administration put in charge are writing the rules for crypto, right now.
It's the kind of shift that can move far more money than any contest ever will. That's the real power play of this presidency. Not who gets a seat at the table, but who's positioned when the institutional money arrives. | | Get my #1 play for the Trump bull run. |
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Technology | |
S&P’s 2023 hero, chip designer Nvidia Corp. (NASDAQ: NVDA) is in the buy range after clearing a double-bottom base above $476.09. Shares closed at $494.80, up 3.9% from its buy point.
Nvidia stock is up 21.33% in November after posting declines in September and October.
Nvidia has be... Read the Full Story |
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Consumer Discretionary | |
Amazon.com Inc. (NASDAQ: AMZN), Target Corp. (NYSE: TGT) and Walmart Inc. (NYSE: WMT) are in a race to see which company can offer the fastest, most efficient delivery services.
All of this, of course, is an effort to both increase revenue while slashing costs, two initiatives with the potential... Read the Full Story |
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From Our Partners | | Marc Chaikin, the 60 year Wall Street veteran whose Chaikin Money Flow indicator sits on every Bloomberg terminal, says a new micro cluster AI technology could render today's data centers, including Elon Musk's Colossus in Tennessee, obsolete for major breakthroughs.
These next generation centers use 99 percent less space, electricity and water, yet Chaikin's research shows they could be more than a trillion times more powerful than the top data center on earth today, potentially cutting AI breakthrough timelines from five years to five days. | | See Chaikin's full research and the company name here |
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Technology | |
There are many ways to secure digital networks, not just Palo Alto Networks (NASDAQ: PANW), and all provide some utility for investors. However, the takeaway from the cybersecurity market is that Palo Alto Networks is the one to rule them all. While others may focus on devices, end-points, accessi... Read the Full Story |
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Consumer Staples | |
Investors looking at Target’s (NYSE: TGT) 17% post-earnings gain and Walmart’s (NYSE: WMT) 7% decline will want to consider the causes of the moves before choosing one retail stock over the other. While Target reported a better-than-expected quarter and gave a favorable outlook for mar... Read the Full Story |
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Technology | |
In recent years, AI has gone from a niche industry housed mostly in research labs, academia, and large companies like Google to dominating the news cycle and driving incredible growth and value. The global artificial intelligence (AI) market was valued at $428 billion in 2022 and is projected to g... Read the Full Story |
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Communication Services | |
You don’t necessarily expect a well-established Dow component, a company that went public in 1957, to be among the top-performing S&P 500 stocks in the past five sessions.
That’s exactly what is happening to the Walt Disney Co. (NYSE: DIS) as investors are cheering the company&rsq... Read the Full Story |
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Consumer Discretionary | |
Warren Buffett is widely regarded as the most well-known, famous, and successful investor of all time. As such, his investment decisions and changes to his holdings are closely monitored and highly anticipated by the investing community.
His company, financial heavyweight Berkshire Hathaway (NYS... Read the Full Story |
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Friday's Early Bird Stock Of The Day Square, Inc. provides payment and point-of-sale solutions in the United States and internationally. The company's commerce ecosystem includes point-of-sale software and hardware that enables sellers to turn mobile and computing devices into payment and point-of-sale solutions. It offers hardware products, including Magstripe reader, which enables swiped transactions of magnetic stripe cards; Contactless and chip reader that accepts EMV® chip cards and Near Field Communication payments; Chip card reader, which accepts EMV® chip cards and enables swiped transactions of magnetic stripe cards; Square Stand, which enables an iPad to be used as a payment terminal or full point of sale solution; and Square Register that combines its hardware, point-of-sale software, and payments technology, as well as managed payments solutions. The company also provides Square Point of Sale software; Cash App, which provides access to the financial system, allowing customers to electronically send, store, and spend money; Caviar, a food ordering platform for restaurants to offer food ordering, pickup and delivery, to their customers; and Square Capital that facilitates loans to sellers based on real-time payment and point-of-sale data. Square, Inc. was founded in 2009 and is headquartered in San Francisco, California. | | View Today's Stock Pick |
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