Good MorningThe S&P 500 fell more than 1.5% on Thursday as the market reacted to Meta Platforms and Microsoft earnings. The results were good and better than expected but were overshadowed by increased spending and trimmed guidance for AI growth. The fear is that slowing growth will cap the market, but the risk is slim. Given the trends, guidance from Microsoft and Meta is likely to be cautious. AI spending has ramped up for the last two years and paid off well for both companies. The likely scenario is a short-lived price pullback and buying opportunity for the market.
The PCE price index played a role in Thursday's sell-off. The Fed's preferred gauge of consumer-level inflation came in as expected in most comps; however, the core figures were slightly hotter than forecast. At 2.7%, the pace of core inflation is accelerating compared to the prior month, which may give the Fed reason to slow the pace of policy easing at the next meeting. The FOMC meets next week and is expected to lower rates by at least 25 basis points and indicate at least another 100 bps of cuts by the end of next year. Featured: Elon’s big $266,000 per second purchase (Ad) 
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Technology | |
The only thing that can be assured about Super Micro Computer's (NASDAQ: SMCI) share price is that volatility will dominate the market for the foreseeable future. The second resignation of external auditors Ernst & Young in 18 months highlights risks first brought to light by former employee B... Read the Full Story |
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Technology | |
This year has been largely one of the haves and the have-nots in the semiconductor industry. Statistical measurements show a skewed relationship between the winners and losers.
Among 62 semiconductor companies on U.S. and Canadian exchanges, the median return is just 0.8% in 2024. This means that... Read the Full Story |
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Technology | |
Microsoft's (NASDAQ: MSFT) price action pulled back into a technical buying opportunity following the FQ1 2025/CQ3 2024 earnings release. The primary culprits are a diminished outlook for Azure growth in Q2 and increased expectations for AI spending. As bad as the news may sound, the takeaways a... Read the Full Story |
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From Our Partners | | Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 is orchestrating what analyst Porter Stansberry calls a total U.S. money reset, bypassing conventional legal channels under the guise of national security.
The last time America reset its currency - under Nixon in the 1970s - it created an average of 1,300 new millionaires a day for over 50 years. Stansberry has identified three asset categories connected to Trump's initiative that could surge, plus his single top investment move. | | Watch the documentary briefing and find out which side you land on |
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Technology | |
Shares of real estate stocks seem to be on thin ice right now, but there are signs of a potential recovery coming first to those at the top of the value chain. While real estate investment trusts (REITs) see their prices underperform the S&P 500, investors will be surprised to see that they wi... Read the Full Story |
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Technology | |
IonQ (NYSE: IONQ), a quantum computing company founded in 2015, has taken investors on a wild ride this year. The stock has surged 112% in the past month and is now up 40% year-to-date after rebounding almost 180% from its 52-week low in August. This impressive momentum has left investors wonderin... Read the Full Story |
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From Our Partners | | Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the digital dollar. They gave us the timeline… 2025 to 2030. We're in that window right now.
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Industrials | |
Caterpillar’s (NYSE: CAT) stock price fell sharply following the Q3 release, but the market activity since the initial decline clearly signals that it is time to buy this stock. The Q3 performance aside, operational quality is good for this market-leading industrial name and sufficient to ... Read the Full Story |
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Transportation | |
Whenever investors think of the factors that can make a stock go up or become more popular in the market, they typically refer to the announcement of a mega investor like Warren Buffett taking a new interest in a stock. These events do undoubtedly make a stock's price soar as a reaction; however, ... Read the Full Story |
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Retail/Wholesale | |
The market for Chipotle Mexican Grill (NYSE: CMG) stock served up a nice dip, and savvy investors are buying. Lackluster results and guidance drove the dip in price action, but the move is entirely sentiment-driven; the results failed to impress relative to the consensus estimates but are still ... Read the Full Story |
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Finance | |
Now that investors across markets notice the potential for inflation trades returning to popularity, a decent amount of capital is beginning to float into risk assets like commodities and cryptocurrencies like Bitcoin. This new sentiment has driven the price of gold to its all-time high recently a... Read the Full Story |
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Technology | |
The electric vehicle (EV) revolution is in full swing, with millions of EVs already on the road and an estimated 30 to 42 million expected by 2030. This rapid transition from gasoline-powered vehicles to electric ones is creating a growing need for a solid charging infrastructure. For investors lo... Read the Full Story |
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Friday's Early Bird Stock Of The Day Five Point Holdings, LLC, through its subsidiary, Five Point Operating Company, LP, owns and develops mixed-use and planned communities in Orange County, Los Angeles County, and San Francisco County. The company operates in four segments: Valencia, San Francisco, Great Park, and Commercial. It sells residential and commercial land sites to homebuilders, commercial developers, and commercial buyers; operates and owns a commercial office, research and development, medical campus, and other properties; and provides development and property management services. The company was formerly known as Newhall Holding Company, LLC and changed its name to Five Point Holdings, LLC in May 2016. Five Point Holdings, LLC was incorporated in 2009 and is headquartered in Irvine, California. | | View Today's Stock Pick |
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