Good MorningEquity markets ended a mixed week on a down note Friday, falling more than 1.0% at the day's low. The S&P 500 enters this week on an uncertain footing with an FOMC meeting on tap. The market is pricing in a 25 basis point interest rate hike, which is likely, but it is also pricing in a lower peak than last week. This is a risk, given the state of inflation and the most recent FOMC commentary. Given the Fed's stance, the new policy statement is more likely to support the idea of higher rates for longer.
Ultimately, the outlook for earnings will keep the market moving in one direction or another. As it is, the consensus figures for the year continue to decline and weigh heavily on the S&P 500. Some stocks are set up to rebound during the spring, but more will remain range bound or fall to new lows. Featured: Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (Ad) 
|
Consumer Discretionary | |
The apparel sector has experienced a push on all fronts for most of 2022 and the current year, as indicated by the expanding apparel readings in the United States ISM manufacturing PMI index. The survey results of the index suggest an accelerated expansion in apparel employment, production, prices... 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 |
|
Finance | |
Warren Buffett has explained market cycles and overall sentiment views toward stocks by expressing that interest rates act as a gravitational pull affecting equities. In this sense, when interest rates increase, gravity affects stocks, thus pulling them down or making it much harder to continue an... Read the Full Story |
|
Finance | |
The Silicon Valley Bank disaster has spread contagion fears throughout the regional banking industry. Regional bank Fifth Third Bancorp (NASDAQ: FITB) stock has been pummeled with the rest of the regional banks. Shares are trading down (23.5%) for 2023. The banks are facing a “throw the baby... Read the Full Story |
|
From Our Partners | | Hedge funds are rotating out of AI hype and into the hardware layer powering it. New research identifies three profitable U.S. infrastructure companies leading this shift.
One just posted 76% year-over-year data-center growth. Another holds a $12 billion backlog from global hyperscalers. A third is generating 59%+ gross margins on next-gen chips. | | Access the full analysis, price setups, and catalysts now |
|
Consumer Discretionary | | Video games have been around for decades, but esports is a relatively new outcropping of the industry. Unlike recreational gamers who buy consoles or play online with (or against) friends, esports has professional gamers competing in large-scale tournaments for cash prizes. Not only do the participa... Read the Full Story |
|
Technology | |
Shares of PagerDuty Inc. (NYSE: PD), which makes monitoring software, are approaching a cup-with-handle buy point above $33.77.
For investors looking for off-the-beaten-path stocks that could become winners, PagerDuty fits the bill.
This company has several traits of stocks that rise in price,... Read the Full Story |
|
From Our Partners | | Barrick Mining has spent decades building one of Nevada's richest gold districts, anchored by Fourmile, Goldrush, and Cortez Hills, deposits that could hold up to 60 million ounces of gold.
One overlooked explorer controls 142 claims bordering Fourmile and sitting less than a mile from Goldrush. New geological modeling aims to reveal what's beneath this largely untested ground, while a planned 5% royalty spin-off could give shareholders a separate stake in the project. | | Read the full report before the next catalyst hits |
|
Industrials | |
FedEx (NYSE: FDX) shares are rocketing higher on an improved earnings outlook but don’t take this as good news for the broad economy. The gains are impressive but driven by higher prices and company efforts that could only partially offset a decline in volume. The takeaway is that FDX shares... Read the Full Story |
|
Technology | |
Defensive stocks like Juniper Networks (NASDAQ: JNPR), Cisco Systems (NASDAQ: CSCO) and Broadcom (NASDAQ: AVGO) should be on your radar, given the mounting economic uncertainty. As strained as the outlook is, these companies continue to report and forecast growth due to their industry and position... Read the Full Story |
|
Energy | |
With market volatility on the rise in the wake of the SVB financial collapse, many investors are seeking ways to reduce risk and enhance income.
Time for a drive out to farm country!
Sure, agricultural commodities can help protect against inflation, but we’re talking about an entirely dif... Read the Full Story |
|
Finance | |
The European Central Bank (ECB) raised interest rates by 50 basis points yesterday as reported by Reuters.
Europe is contending with high inflation while also facing off against disruption in its banking sector. Policy makers also hit back at the idea that increasing interest rates could do more ... Read the Full Story |
|
Markets | |
The recent collapse of Silicon Valley Bank (NASDAQ: SIVB) has opened the floodgates for further investor and depositor concerns across the banking sector, for both megabanks, and especially for smaller regional banks. With many regional banks finding themselves in a liquidity crunch and mass depos... Read the Full Story |
|
Monday's Early Bird Stock Of The Day Marqeta, Inc. operates a cloud-based open application programming interface platform that delivers card issuing and transaction processing services. It offers its solutions in various verticals, including financial services, on-demand services, expense management, and e-commerce enablement, as well as buy now, pay later. Marqeta, Inc. was incorporated in 2010 and is headquartered in Oakland, California. | | View Today's Stock Pick |
|