Good MorningEquity markets pulled back on Thursday following a hotter-than-expected inflation report. The PPI index advanced compared to last year, accelerating at the headline level and sustaining a 3.5% at the core, underpinning an expectation for consumer inflation to run hot in December. The takeaway is that FOMC has less need to lower interest rates than ever, and it may surprise the market next week when it meets. With CPI and PPI running hot, they will be hard-pressed to justify a cut, more so a dovish posture for 2025. Investors should expect the Fed to indicate a pause in the lowering cycle at the very least.
The S&P 500 fell about half a percent at the session's low, hovering within a tight two-week trading range. The market is consolidating and digesting the economic data to decide which direction to take next. As big a risk as inflation and higher-for-longer interest rates are, the underlying cause is healthy economic conditions and a resilient consumer, which is no reason for a sell-off. In this scenario, the market's long-term trajectory remains upward regardless of the near-term market movement over the coming weeks. Featured: A letter from Shannon Stansberry (Ad) 
|
Utilities | |
According to several indicators—including a robust labor market and tamed inflation figures—the U.S. economy heads into 2025 with strong tailwinds. Many of the securities that have been primary beneficiaries of this economic well-being are large-cap (or even mega-cap) titans in the tec... Read the Full Story |
|
From Our Partners | | The SpaceX IPO wasn't the big trade - according to Larry Benedict, founder of The Opportunistic Trader, it was the trigger. Benedict, who delivered a 279% return on cash in 2025 across a 20-year winning streak, says the listing launched what he calls the 'Final Phase of Elon's Master Plan.'
He's identified one specific ticker - not SpaceX, Tesla, or any Elon-affiliated company - that he believes could see billions in inflows as this phase unfolds. He calls it his trade of the year. | | Watch the video now to get the ticker name and full trade details |
|
Markets | | The WallStreetBets, also known as r/wallstreetbets or WSB, is a subreddit community that has transformed into a powerful force capable of disrupting traditional stock market dynamics.
Known for its irreverent humor and often-contrarian approach, WSB gained notoriety for its role in the “meme ... Read the Full Story |
|
Consumer Discretionary | |
Insider activity is robust in 2024 and signals higher share prices for most. The question is if the leading insider buys are suitable for investors in 2025. This is a look at the leading insider buys tracked by InsiderTrades.com, ranking them by the dollar value invested, number of shares purchase... Read the Full Story |
|
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 |
|
Technology | |
More and more market participants are becoming aware of the quantum computing trends popping up in the technology sector right now. What used to be the hot topic of artificial intelligence has now shifted into the next frontier for the industry. The capabilities and profit potential aren’t... Read the Full Story |
|
Technology | |
In 2024, it seems to be a year of the haves and the have-nots in the cybersecurity industry. Bigger firms have tended to get bigger, while smaller ones have tended to lose value. Among eight large-cap cybersecurity stocks, including Palo Alto Networks (NASDAQ: PANW), the average 2024 return is 27%... Read the Full Story |
|
From Our Partners | | Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required.
Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away. | | Discover the gold income fund before the next payout date |
|
Technology | |
Beaten-down stocks can, at first glance, look like an opportunity to buy in at a cheap price. However, stocks usually have a reason to be down significantly. Buying into these stocks can sometimes mean that a value trap has lured an investor. A value trap is where the decline in a stock’s pr... Read the Full Story |
|
Markets | |
Shares of Norwegian Cruise Line Holdings Ltd (NYSE: NCLH) have been on an absolute heater since August. After a lackluster first half where shares traded in a tight range with no clear direction, they've surged nearly 90% in the past four months. As the travel industry gears up for a bumper 2025... Read the Full Story |
|
Technology | |
The digital domain has an insatiable appetite for data that is fueling a boom in the data storage industry. The International Data Corporation (IDC) projects a compound annual growth rate exceeding 10% for the overall data storage market through 2028, a trajectory primarily driven by the exponenti... Read the Full Story |
|
Energy | |
When the biggest investment banks in the financial market guide Main Street into one strategy, they usually do it in a subtle way to test the waters. If there is a lot of traction behind the idea, then they will pull out the “big guns” in a wave of content, guest interviews, or other w... Read the Full Story |
|
Consumer Discretionary | |
Shares of Toll Brothers Inc. (NYSE: TOL) are down more than 5.5% the day after the company delivered its fourth quarter and full-year 2024 earnings report. This was a strong report by nearly every measure. However, the company is entering into what is typically its lightest quarter in terms of r... Read the Full Story |
|
Friday's Early Bird Stock Of The Day Revolution Medicines, Inc., a clinical-stage precision oncology company, develops novel targeted therapies for RAS-addicted cancers. The company's research and development pipeline comprises RAS(ON) inhibitors designed to be used as monotherapy in combination with other RAS(ON) inhibitors and/or in combination with RAS companion inhibitors or other therapeutic agents, and RAS companion inhibitors for combination treatment strategies. Its RAS(ON) inhibitors include RMC-6236 (multi), RMC-6291 (G12C), and RMC-9805 (G12D), which are in phase 1 clinical trial; and development candidates comprise RMC-5127 (G12V), RMC-0708 (Q61H), and RMC-8839 (G13C), as well as programs focused on G12R and other targets. The company's RAS companion inhibitors include RMC-4630 that is in phase 2 clinical trial; and RMC-5552, which is in phase 1 clinical trial. Revolution Medicines, Inc. was incorporated in 2014 and is headquartered in Redwood City, California. | | View Today's Stock Pick |
|