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: [Free Report] The 11-Hour Options Guide for Beginners - trade and ticker included (Ad) 
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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 |
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From Our Partners | | Futurist George Gilder - who predicted the smartphone years before the iPhone launched - believes today's AI data centers are already obsolete. Three companies are quietly developing a way to process data that could do in minutes what current server farms do in hours, using up to 90% less energy.
Gilder calls it the 'Trillion Dollar Triangle' - and he thinks it could reshape the AI landscape the same way digital streaming buried Blockbuster. | | Discover the three companies behind Gilder's Trillion Dollar Triangle |
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Medical | |
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 |
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Retail/Wholesale | |
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 |
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From Our Partners | | Project Janus is a little-known initiative with ties to the White House, U.S. Army, and Department of Energy - and it targets the entire $3.7 trillion global energy sector.
Chief Investment Strategist Adam O'Dell believes its new fuel source, set to go online before December 18, 2026, could eliminate AI power bottlenecks and grid failures. He's releasing the name and ticker of his top stock pick at no charge. | | Get the full story and claim Adam O'Dell's top stock pick free |
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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 |
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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 |
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From Our Partners | | Luke Lango - who helped readers find AMD before a 13,500% rise and Nvidia before 5,000% - says Elon Musk is now targeting the biggest industry of his career, one he has pursued for 27 years.
More than $1 billion is already moving because of what Musk is doing. Lango has identified the stocks he believes are best positioned to benefit as this plays out. | | See Lango's full research and the stocks he's watching now |
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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 |
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Transportation | |
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 |
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Retail/Wholesale | |
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 |
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Finance | |
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 |
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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 |
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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 |
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