Good MorningEquity investors face a trying week filled with economic data and the start of peak reporting for the Q1 period. The economic calendar includes CPI, PPI and retail sales data that could all point to trouble for the S&P 500. Inflation is expected to accelerate at the core level, given the rise in oil prices and retail sales will be weak. The combination suggests another FOMC rate hike is due, and consumer spending will continue to fall.
On the earnings front, reports from JPMorgan Chase, Citigroup, and Wells Fargo are due on Friday and market the start of the peak reporting season. The banks are expected to post solid increases in business but may give a cautious outlook given recent bank failures and the inflation outlook. Featured: Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (Ad) 
|
Technology | |
Chip stocks are certainly having a moment, with the sub-industry consisting of fabless semiconductor makers being a top market leader. Nvidia Corp. (NASDAQ: NVDA) is among the S&P 500’s biggest winners so far this year, posting a gain of 85.03%. Other industry components, such as Broadco... 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 |
|
Healthcare | |
If you’re looking to jump onboard a rocket, forget Jeff Bezos and Richard Branson. Shares of Swiss pharmaceutical giant Novartis AG (NYSE: NVS) catapulted 5.11% in the past week and 17.47% in the past month.
The big price moves follow news that its Kisqali breast-cancer treatment, combined ... Read the Full Story |
|
Consumer Staples | |
The United States added 236,000 jobs in March, signaling increased economic activity for specific sectors of the economy despite FED efforts to slow down the economy and cool the labor market, thus avoiding the creation of additional pent-up demand and buying power from these added employees.
The... 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 August 31st.
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 August 31st |
|
Markets | |
While First Republic Bank NYSE: FRC) remains too risky for average investors, it is an interesting speculative play. Given the suitable catalysts, the company has value despite its risk and could rebound. Among the potential catalysts are the company’s Q1 earnings which will be released on A... Read the Full Story |
|
Consumer Staples | |
The WD-40 Company (NYSE: WDFC) is facing headwinds like the rest of the market, but it is in a position to unstick the cogs of profitability and send its stock into a reversal. The company has been wrestling with inflation, supply chain issues and the need to raise prices which have impacted sales... 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 |
|
Markets | |
In a recovery year for global equities, investment returns are all over the ‘map.’
Major U.S. indices are up but lagging developed international peers. The growth investment style is significantly outperforming value. Both cases are departures from recent stretches when domestic and v... Read the Full Story |
|
Industrials | |
FedEx Corp. (NYSE: FDX) delivered for investors on April 6, with shares flying 1% higher, driven by heavier-than-normal trading volume.
The price move followed the company’s announcement at an investor’s event that it would consolidate its operating units into one organization. The i... Read the Full Story |
|
Consumer Staples | |
Walmart Inc. (NYSE: WMT) may not be the first thing that pops into your mind when you think of AI, robotics, and machine learning, but it’s all coming to a Wally World near you.
Efficiency has long been the watchword of the most successful companies, and AI is bringing yet one more element... Read the Full Story |
|
Markets | |
If there’s one question investors are always pondering, it’s this: Where is the market headed?
Many investors feel a sense of relief after the broad markets rebounded in the first quarter. Some even have a growing sense of optimism as index-tracking exchange-traded funds like the SP... Read the Full Story |
|
Consumer Staples | |
Beauty stocks are outperforming their expectations and trending higher. The trend is supported by the analysts raising their ratings and price targets because of the robust outlook. The guidance for 2023 is good but might yet be cautious given the trends. Regardless, stocks like Ulta Beauty (NASDA... Read the Full Story |
|
Monday's Early Bird Stock Of The Day Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, the Asia-Pacific, Europe, the Middle East, and Africa. The company operates through two segments: Optical Communications (OpComms) and Commercial Lasers (Lasers). The OpComms segment offers components, modules, and subsystems that enable the transmission and transport of video, audio, and data over high-capacity fiber optic cables. It offers tunable transponders, transceivers, and transmitter modules; tunable lasers, receivers, and modulators; transport products, such as reconfigurable optical add/drop multiplexers, amplifiers, and optical channel monitors, as well as components, including 980nm, multi-mode, and Raman pumps; and switches, attenuators, photodetectors, gain flattening filters, isolators, wavelength-division multiplexing filters, arrayed waveguide gratings, multiplex/de-multiplexers, and integrated passive modules. This segment also provides Super Transport Blade, which integrates optical transport functions into a single-slot blade; vertical-cavity surface-emitting lasers; directly modulated and electro-absorption modulated lasers; and laser illumination sources for 3D sensing systems. It serves customers in telecommunications, data communications, and consumer and industrial markets. The Commercial Lasers segment offers diode-pumped solid-state, fiber, diode, direct-diode, and gas lasers, such as argon-ion and helium-neon lasers for use in original equipment manufacturer applications. It serves customers in markets and applications, such as sheet metal processing, general manufacturing, biotechnology, solar cell processing, graphics and imaging, remote sensing, and precision machining. Lumentum Holdings Inc. was incorporated in 2015 and is headquartered in San Jose, California. | | View Today's Stock Pick |
|
