Good MorningEquity markets hovered at record highs another day on Thursday as traders braced for the all-important NFP report. The report is expected to show job gains, low unemployment, and rising wages, contrary to the Fed's policy stance. The Fed is tracking to reduce rates to reduce the systemic risk of a recession, but labor markets don't support the need. The labor data shows healthy conditions that align with pre-pandemic periods; lowering rates too quickly will lead to sustained high inflation levels.
Next week marks the midpoint between earnings reporting cycles. The highlight will be an out-of-cycle earnings report from tech bellwether Oracle. Analysts forecast a 9% top-line advance and are likely underestimating the company's strength. Oracle has emerged as a quality, if smaller, hyperscaler and has partnerships with the three major hyperscalers, making it the leading choice for database services globally. Featured: The 7 Stocks Quietly Gaining Attention Right Now (Ad) 
|
Technology | |
The combination of a new interest rate cut cycle and a swelling stock market will set up a fertile environment for more mergers and acquisitions in 2025. Lower interest rates will make financing the buyouts cheaper, while a rising stock market will enhance the buying power of acquirers using their... Read the Full Story |
|
|
Technology | |
Reports that NVIDIA (NASDAQ: NVDA) could make its Blackwell chips are resonating throughout the semiconductor industry. The news is good for numerous reasons, but there are hurdles and risks to be overcome. The good news is that a path to expanded Blackwell production and reduced geopolitical ri... Read the Full Story |
|
Technology | |
Okta’s (NASDAQ: OKTA) share price has suffered since the peaks set in 2021, but those days are over. The cyber security company has gained traction over the past two years, and the Okta stock market normalized after its bubble burst. Today’s takeaway is that the CQ3/FQ2 2025 results ... Read the Full Story |
|
From Our Partners | | More than 25 candidates were screened for share price between $1 and $5, market cap above $100 million, daily volume over 500,000 shares, and over $10 million in trailing revenue.
Only five stocks cleared every filter, spanning five different sectors. Two are profitable today, and one pays a substantial dividend.
The report also flags what could go wrong with each pick, including dilution and convertible debt. | | See the five stocks that survived this strict revenue screen |
|
Finance | |
BlackRock (NYSE: BLK) is the world's largest asset manager, and the company recently announced an intriguing and significant strategic shift. BlackRock has released that it will acquire HPS Investment Partners for approximately $12 billion, marking a bold expansion into the rapidly growing private... Read the Full Story |
|
Industrials | |
ZenaTech (NASDAQ: ZENA) is a new public stock that recently gave investors news to be happy about. After the company’s Oct. 1 initial public offering (IPO), shares traded down, losing 80% of their value through Nov. 22. Then, in the matter of two trading days, shares spiked 475%. This put ... Read the Full Story |
|
From Our Partners | | Tobacco, telecom, pipelines, and healthcare real estate trade at 10 to 15 times earnings while the index yields about 1 percent.
A free report highlights seven cash-generating stocks with a 5 percent forward yield floor and roughly 6.5 percent average cash yield, capped at two picks per sector.
Each pick includes coverage numbers and an honest bear case. Five of the seven have raised payouts for 17 to 56 straight years. | | Get the seven high-yield dividend stocks free now |
|
Consumer Discretionary | |
Shares of Rivian Automotive Inc (NASDAQ: RIVN) have been steadily recovering after what can only be described as a tough year. The stock continues to consolidate above April's all-time low and has now gained 30% since the start of last month. Though Rivian remains a long way from its 2021 and 20... Read the Full Story |
|
Industrials | |
Rocket Lab USA Inc. (NASDAQ: RKLB) has emerged as one of the most impressive performers in the aerospace and defense sector in 2024. The stock has gained an astounding 280% this quarter alone, cementing its status as a favorite among retail investors.
As the space industry grows increasingly c... Read the Full Story |
|
Markets | | In some respects, investment taxes are very similar to market risk. Every asset class carries a different level of risk, and investors use asset allocation strategies to tailor the amount of risk they want in their portfolios. Some risks can be minimized to reduce volatility or uncertainty, but risk... Read the Full Story |
|
Consumer Discretionary | |
Stellantis N.V. (NYSE: STLA) stock is down over 2% after the announcement that chief executive officer (CEO) Carlos Tavares was resigning, effective immediately. The company says a search is ongoing, and a new CEO is expected to be announced in the first half of 2025. In the interim, an executive ... Read the Full Story |
|
Technology | |
Dollar General (NYSE: DG) and GitLab (NASDAQ: GTLB) operate in different industries but offer similar value, trading near long-term lows. Both have the potential to reverse course and trend higher in 2025, but only one is a good buy for investors today. The other faces numerous headwinds that will... Read the Full Story |
|
Friday's Early Bird Stock Of The Day Clarivate Plc operates as an information services provider in the Americas, the Middle East, Africa, Europe, and the Asia Pacific. It operates through three segments: Academia & Government, Life Sciences & Healthcare, and Intellectual Property. The company offers Web of Science and InCites, that analyzes and explores the academic research landscape and manages research information; ProQuest One and Ebook Central that provides comprehensive content collections to institutions in a cost-effective manner; and Alma and Polaris, that manages academic resources and services, connect users, and support research publications. It also provides Patent and Trademark Renewals, that supports paralegal and admin tasks throughout the patent and trademark protection and maintenance process; CompuMark and Derwent, that supports critical decisions around patent and trademark protection, risk, and value creation throughout the innovation and brand lifecycle; IPFolio and Foundation IP that creates a structured environment for the protection and management of global patent and trademark assets. In addition, the company offers Cortellis Competitive Intelligence and Cortellis Drug Discovery Intelligence, that supports the development of new drugs and medical devices from discovery to clinical trials; Cortellis Regulatory Intelligence and OFF-X to monitor drug safety issues and adhere to regulatory protocols; Real World Data and Optimize that inform commercial launch strategy and set pricing for optimal reimbursement. It serves corporations, universities, law firms, government agencies, public libraries, and other professional services organizations. The company was formerly known as Clarivate Analytics Plc and changed its name to Clarivate Plc in May 2020. Clarivate Plc was founded in 1864 and is headquartered in London, the United Kingdom. | | View Today's Stock Pick |
|