Good MorningEquity markets rebounded to start the week but hit a top on Thursday. The CPI data was hotter than expected and plays into the idea that the FOMC will not cut rates before mid-year. That is contrary to a general expectation that the first cut will come in March, an expectation that will lead to disappointment if the inflation doesn't cool further. As it is, the headline CPI accelerated versus last year, while the core came in above consensus at 3.9%, nearly double the Fed's target.
The technical outlook is deteriorating for the S&P 500. The index hit a new high, if barely, while MACD and stochastic diverge. This is a signal of market weakness that could lead to a correction. Earnings season is heating up and may provide the next catalyst, but risk exists. Reports from the Big Banks were generally good but not enough to keep them from selling off after the releases on Friday; activity suggesting strength was priced in, and a further improvement in results may not be forthcoming. Featured: The Calm Before the Rotation — What’s Quietly Building Now (Stock Wire News) (Ad) 
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Industrials | |
If you're considering investing in a dividend stock, you're likely wondering when your dividend payment date is. After all, dividend stocks are ideally about earning a steady income stream.
Many public companies pay dividends regularly, usually quarterly, semi-annually or annually. Knowing when ... Read the Full Story |
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From Our Partners | | Major banks have slashed their gold price targets - Morgan Stanley to $4450, JPMorgan to $4500 - after predicting $6000 gold earlier this year.
Ross Givens, a former Wall Street insider, says bank targets tend to follow price rather than lead it. He still expects gold to reach $10000 an ounce this cycle.
Givens points to a backdoor asset that gained 846%, 1668%, and 1915% in the last gold cycle. | | See the trade Ross Givens recommends for this gold cycle now |
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Finance | |
A 3% drop by lunchtime on Friday should tell you everything you need to know about the market's reaction to Wells Fargo & Company's (NYSE: WFC) earnings report. While the finer details will need to be examined more closely over the weekend, it's looking for now at least that a headline beat on... Read the Full Story |
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Healthcare | |
The big banks will get the headlines, but investors should watch UnitedHealth Group Inc. (NYSE: UNH). The health insurance giant scored a double beat when it reported fourth-quarter earnings on January 12, 2024. The headline numbers are as follows: Earnings per share came in at $6.16, beating anal... Read the Full Story |
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From Our Partners | | MindWalk Holdings (NASDAQ: HYFT) is applying AI to drug discovery, and its customer base already includes 19 of the top 20 global pharmaceutical companies.
The company's HYFT technology maps roughly 660 million biological patterns and 25 billion relationships. Q1 fiscal 2027 revenue hit $3.8 million, with gross margin improving to 59 percent in its fifth consecutive quarter of year-over-year growth.
A new OpenFold3 deployment delivered about 5x faster antibody-antigen inference, and a $30 million revolving credit line, free of warrants or equity conversion, adds fuel for expansion. | | Take a closer look at HYFT before AI reshapes drug discovery. |
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Consumer Discretionary | | The question of growth vs. value investing is arguably the biggest rivalry in modern markets. We're talking Yankees vs. Red Sox, Foreman vs. Ali, or Elon Musk vs. the SEC. Growth and value each have legions of proponents who will fiercely argue the benefits of each investing style over the other. An... Read the Full Story |
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Technology | |
Calculating stock growth rates isn't always easy and can seem intimidating, especially with all of the numbers and terminology getting thrown around. Every investor seems to have a preferred way of calculating that works for them to quickly and accurately determine how fast and by how much a sto... Read the Full Story |
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From Our Partners | | When Moonshot AI's new model rattled overnight markets, stocks gapped down 1 percent before the open, and history shows the story doesn't end there.
Between 9 30 and 9 50 AM, Wall Street settles nearly 25 percent of the day's total volume in a single 20 minute window, often revealing market direction for the rest of the morning.
A former money manager breaks down the floor data behind this pattern, including a June 25th session where inflation surged past 4 percent and the market moved just 0.3 percent afterward. | | Watch the full video breakdown before access is taken down |
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Finance | |
Shares of JPMorgan Chase & Co. (NYSE: JPM) surged more than 5% immediately following the Q4 earnings release. The release aside, the move higher has extremely bullish implications for this market, which could move significantly higher over the next two quarters.
The post-release move takes t... Read the Full Story |
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Industrials | |
Delta Air Lines (NYSE: DAL) shares fell more than 5% following the Q4 earnings release, creating a buy-the-dip opportunity. The release contained nothing but good news and an optimistic outlook but fell short of expectations in one way. The guidance, calling for EPS growth, is shy of the long-term... Read the Full Story |
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Technology | |
Last year’s hottest stock, Nvidia (NASDAQ: NVDA), has begun the new year the same way it ended its previous year. As you most likely know, shares of the chipmaker were up a staggering 239% in 2023, significantly outperforming its tech peers. This was mainly thanks to the surging demand for i... Read the Full Story |
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Industrials | |
American Airlines Group Inc. (NASDAQ:AAL) is offering winter getaway packages to destinations like Cancun and Miami starting around $300. Such deals aren’t the only thing people are warming up to at the airline.
Shares of the world’s second largest airline by revenue have ascended 30... Read the Full Story |
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Technology | |
Infosys (NYSE: INFY) is an emergent player in AI for several reasons, including its impact on operations, potential client offerings, and demand for services from businesses looking to capitalize on it. The problem in 2023 is that this business services company did not see the boost from AI as soo... Read the Full Story |
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Monday's Early Bird Stock Of The Day agilon health, inc. provides healthcare services for seniors through primary care physicians in the communities of the United States. It offers a platform that manages the total healthcare needs of the patients by subscription-like per-member per-month. The company was formerly known as Agilon Health Topco, Inc. and changed its name to agilon health, inc. in March 2021. agilon health, inc. was founded in 2016 and is based in Austin, Texas. | | View Today's Stock Pick |
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