Good MorningThe S&P 500 started the week on uncertain footing, sliding more than a half percent at the session's low. The move was sparked by word from China that it was investigating NVIDIA for potential violations of anti-monopoly laws. The violations relate to the acquisition of Mellanox in 2019 and the timing of disclosures. China requires product detail disclosures within 90 days to ensure rivals have a chance to compete.
This week's hurdle will be the CPI data on Wednesday. The CPI is expected to accelerate at the headline level and hold steady at the core, giving the FOMC little reason to lower rates next week when it meets. The bad news is that the outlook for lower interest rates is moderating. The good news is that the economy remains solid and fuels earnings growth among S&P 500 businesses. The outlook for earnings growth is for sequential acceleration in Q4 and the next year, which will be a tailwind for the market. Featured: "How Much Can I Actually Spend Each Year With $2.5M Saved?" (Ad) 
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Markets | | Trading can be very exciting, but it can also be very stressful. The market is often unpredictable, and the emotional pressure to make the right decisions quickly can cause traders to let fear, greed, or frustration—emotions that can make it difficult to think rationally or stick to a plan&mda... Read the Full Story |
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Technology | |
NVIDIA's (NASDAQ: NVDA) stock price dived after reports that China is investigating it for violations of its anti-monopoly laws. The move could impact NVIDIA’s business; China accounts for about 15% of the annual revenue, but how far is China willing to go? NVIDIA’s chips and CUDA fram... Read the Full Story |
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Technology | |
There’s no disputing the dominance of NVIDIA Co. (NASDAQ: NVDA) driving the AI revolution for now and the foreseeable future as they make even faster advances with their chips. However, having a 12-month backlog on its next-generation architecture Blackwell GPUs is causing many computer and ... Read the Full Story |
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Technology | |
Quantum computers have the potential to be significantly more powerful than classical computers, making their potential applications immense in the worlds of cryptography, machine learning, and AI more broadly. These machines use encoded quantum bits—qubits—to carry more information an... Read the Full Story |
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Consumer Discretionary | |
The Consumer Discretionary Select Sector SPDR ETF (NYSE: XLY) has staged a remarkable surge higher in the quarter as the year draws to a close. The ETF rocketed 26% on the quarter to bring its YTD performance to 30% as of last week’s close. To put that into context, that performance has led ... Read the Full Story |
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Consumer Discretionary | |
A historical event in financial markets took place in 2021. It was so big that even books and movies were made about it to explain the nature of the markets when there is a psychological alignment behind a single trend. Some may call bubbles blowing up and bursting; others call the herd mentality ... Read the Full Story |
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Markets | |
The 2024 holiday season is projected to witness a 3% surge in consumer discretionary spending, igniting a crucial period for the retail sector and the stock market. As shoppers gear up for festive celebrations and gift-giving, investors are eyeing opportunities to capitalize on this surge in consu... Read the Full Story |
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Consumer Discretionary | |
After the United States elected a new president, the thought of new policies, including tariffs and a view on immigration, spooked some investors out of the real estate sector. The reasons why stocks in the space pulled back recently can be attributed to both the potential cost increase from trade... Read the Full Story |
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Consumer Discretionary | |
Papa John's International, Inc. (NASDAQ: PZZA) is a prominent player in the fast-casual dining segment and the company has experienced a challenging 2024. Papa John’s stock price has declined approximately 35% year-to-date, reflecting the broader impact of macroeconomic headwinds and a slo... Read the Full Story |
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Consumer Discretionary | |
Best Buy Co. Inc. (NYSE: BBY) gave investors a lump of coal to kick off the holiday season. On November 26, the retailer delivered its third-quarter earnings report for its 2025 fiscal year. The company missed its top and bottom lines, with earnings per share (EPS) of $1.26 and revenue of $9.4... 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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