Good MorningEquity markets will look to build on 2024's start in the coming week, but gains could be hard to come by. The first reports from the big banks were solid but failed to inspire upward revision to the S&P 500 outlook. The consensus figure for earnings growth this cycle continues to trend lower along with the figures for 2024. The good news is that 2024 is expected to see solid growth; the bad news is that the outlook is deteriorating, and anticipated earnings growth in the back half of the year may not be forthcoming.
The question on everyone's minds is when the FOMC will make the first interest rate cut. The market thinks the first cuts could come by March, but this is optimistic given the inflation trends. Inflation is subsiding but not quickly enough for the FOMC to ensure inflation is tamed. The risk for them is that cutting rates will reignite inflation and lead them back into a hawkish stance. The takeaway for investors is that higher for longer is the theme for 2024, and it may not change until late in the year, if at all.
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Healthcare | |
Clinical weight-loss medications have been making headlines. GLP-1 drugs like Novo Nordisk A/S (NYSE: NVO) owned Ozempic and Wegovy and Eli Lilly and Co. (NYSE: LLY) owned Mounjaro and Zepbound continue to see demand outstrip supply.
Celebrities like Sharon Osbourne lost 42 pounds, and Oprah Win... Read the Full Story |
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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 |
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Consumer Discretionary | |
QuantumScape Co. (NYSE: QS) has been developing the next-generation solid-state lithium-metal batteries for electric vehicles (EV). The Auto/tires/trucks sector company has been developing and testing its technology since 2022 and announced its first solid-state battery endurance test results with... Read the Full Story |
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Technology | |
Hewlett Packard Enterprise Co. (NYSE: HPE) will acquire network communications equipment provider Juniper Networks Inc. (NASDAQ: JNPR) for around $14 billion or $40 per share. It sent shockwaves through the computer and technology sector.
Hewlett Packard hopes to achieve cost and operating effic... Read the Full Story |
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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 |
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Technology | |
Last week, an interesting picture of triumph was painted in the stock market, with the technology sector taking the lead. Now, this may come as no surprise. The stars of the show were none other than several members of the so-called Magnificent Seven – Microsoft, Nvidia, Alphabet, and Meta.
... Read the Full Story |
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Finance | |
Few names outperformed PayPal Holdings Inc. (NASDAQ: PYPL) during the COVID-19 pandemic. Imagine a company that not only weathered the storm of the COVID-19 pandemic but thrived amidst the chaos, making waves in the world of digital payments.
It was early 2020, and as the world grappled with unp... Read the Full Story |
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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 |
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Consumer Discretionary | |
Since making a second run into the $50’s two years ago, Lucid Group Inc. (NASDAQ: LCID) has been a ‘clear’ loser.
On Friday, shares of the California-based luxury electric vehicle (EV) maker skidded to a fresh all-time low of $2.97 — extending a dreadful reversal from the... Read the Full Story |
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Consumer Discretionary | |
Premium athleisure brand Lululemon Athletica Inc. (NASDAQ: LULU) entered the holiday shopping season with solid momentum, sending shares through its all-time highs and peaking at $516.39 on Dec. 28, 2023. on Jan. 8, 2024, the company raised its Q4 2023 guidance driven by stronger-than-expected ho... Read the Full Story |
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Technology | |
While equities as a whole had a strong end to last year, this has been tempered by a slow start to 2024. The benchmark S&P 500 index is still looking to close above its December high and get the broader rally back on track. Some stocks of particularly high quality, though, have continued to ga... Read the Full Story |
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Markets | |
Today's market is the epitome of opportunity for those who know where to look. Considering that most market analysts suggest the stock market is overvalued today, by measures such as the Buffett indicator (Which is a ratio of the stock market to GDP), and even fear to greed gauge indexes. Here's w... Read the Full Story |
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Energy | |
Insider activity can be a telling indicator of where a stock is heading, and the activity was hot in 2023. This is a look at the hottest insider trades tracked by Insidertrades.com. Within it are some surprising and interesting names and ample opportunities for investors. By the time you’ve ... Read the Full Story |
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Tuesday's Early Bird Stock Of The Day GE Vernova LLC, an energy business company, generates electricity. It operates under three segments: Power, Wind, and Electrification. The Power segments generates and sells electricity through hydro, gas, nuclear, and steam power. Wind segment engages in the manufacturing and sale of wind turbine blades; and Electrification segment provides grid solutions, power conversion, solar, and storage solutions. The company was incorporated in 2023 and is based in Cambridge, Massachusetts. | | View Today's Stock Pick |
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