Good MorningEquity markets stumbled on Tuesday on mixed results from Lowe's and other retailers. The quarterly results were mixed with top-line weakness but margin strength to drive outperformance on the bottom line. Still, it was the guidance that sapped investors' confidence. The guidance points to a weaker-than-expected holiday quarter, but there is a caveat. The caveat is that weaker-than-expected guidance has been the theme in retail all year and offset by better-than-expected reality. If this trend continues, the holiday quarter shouldn't be too bad.
Other news impacting market sentiment includes the FOMC minutes. The minutes from the last meeting gave no indication that a rate cut was near, which isn't what the market wants to hear. The market is ready for the first cuts to start soon so that the housing market can get unstuck, but it could be disappointed. Although the pace of inflation is slowing it is still high, and the FOMC needs to be sure that inflation is tamed, so higher-for-longer is still the name of the game. Featured: Wall Street’s quietly buying these 3 AI infrastructure plays (Ad) 
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Markets | |
Don't be surprised if you see many shoppers at The Gap Inc. (NYSE: GPS) this holiday season.
Why?
The retailer is crushing it.
Well, sort of.
On Friday, the company behind Old Navy, Banana Republic, Athleta and Gap stores reported third-quarter earnings per share (EPS) of 59 cents, nearly t... Read the Full Story |
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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 |
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Technology | |
Value is where you find it. Today, you can find it with Tower Semiconductor Ltd. (NASDAQ: TSEM), Johnson Controls International PLC (NYSE: JCI), Barnes Group Inc. (NYSE: B) and Howard Hughes Holdings Inc. (NYSE: HHH).
These companies trade at a significant discount to the analysts' target range ... Read the Full Story |
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Construction | |
Few sectors have impressed as significantly as the homebuilder sector in recent weeks. The SPDR S&P Homebuilders ETF (NYSE: XHB) has risen over 16% over the last month. That performance is enough to outpace the overall market, which has risen 7%, and the technology sector, which has risen 12% ... Read the Full Story |
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Finance | |
The financial sector, particularly bank stocks, has been on a tear lightly, clawing back losses from the year and edging into positive territory. So far during the quarter, the financial sector has proven to be an outperforming sector.
Bank stocks surged last week following a significant rally f... Read the Full Story |
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Medical | |
After two years of correction and downtrend, providing ample incentive to buyers all along the way, medical device maker Medtronic (NYSE: MDT) has finally reached its bottom, and the reversal is on. The Q2 results confirm normalization in the wake of the COVID bubble and a solid trajectory for gro... Read the Full Story |
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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 |
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Retail/Wholesale | |
Whether Lowe's (NYSE: LOW) or Home Depot (NYSE: HD) is the better buy is pointless because both are high-quality retail names entrenched in the consumer landscape and pay great dividends. The question is, what kind of time horizon are we talking about? Each stock has different qualities to offer i... Read the Full Story |
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Retail/Wholesale | |
The recent third-quarter financial report for Lowe's Companies (NYSE: LOW) has unfurled a complex web of financial triumphs and challenges. Despite exceeding market projections, Lowe's faced a drop in total revenues, starkly contrasting with anticipated figures. This stumble was magnified by a sta... Read the Full Story |
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Technology | |
The stock market is the ultimate emotional and intellectual challenge. You can develop skills beyond most people's understanding, such as making independent judgments on a situation, even if it means going against your bare instincts. Today, NVIDIA (NASDAQ: NVDA) trains that contrarian muscle in y... Read the Full Story |
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Technology | |
It was a fast roller coaster ride for Microsoft Corp. (NASDAQ: MSFT) in a story still developing: OpenAI fired CEO Sam Altman on November 17. However, by November 20, he had a new gig running an AI unit at Microsoft.
Co-founder Greg Brockman joined Altman at Microsoft, and a reported 700 of OpenA... Read the Full Story |
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Consumer Discretionary | |
Luxury integrated resorts and casino operator Wynn Resorts Ltd.(NASDAQ: WYNN) continues to experience positive normalization. The company operates casino resorts in Las Vegas, Macao and Boston. The stock is a member of the consumer discretionary sector.
Business is back above pre-pandemic levels... Read the Full Story |
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Thursday's Early Bird Stock Of The Day Aurora Mobile Limited, through its subsidiaries, provides a range of developer services in China. The company provides push notification, instant messaging, analytics, sharing and short message service, one-click verification, and other services. The company offers real-time market intelligence solutions, such as product iApp, which provides analysis and statistical results on the usage and trends of mobile apps to investment funds and corporations. It also provides financial risk management solutions to assist financial institutions, licensed lenders, and credit card companies in making informed lending and credit decisions; and location-based intelligence services. In addition, the company offers application programming interfaces that create connectivity and automate the process of message exchange between the mobile apps and its backend network; an interactive web-based service dashboard that allows app developers to utilize and monitor its services through controls on an ongoing basis; and value added services, such as Advertisement SAAS, a data management platform service, which provides tagged and de-identified population data package; JG Alliance, an integrated marketing campaign services to advertising customers; and AD Mediation Platform to help mobile app developers access other mainstream advertising platforms. It primarily serves mobile app developers in a range of industries, such as media, entertainment, gaming, financial services, tourism, ecommerce, education, and healthcare. Aurora Mobile Limited was founded in 2011 and is headquartered in Shenzhen, the People's Republic of China. | | View Today's Stock Pick |
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