Good MorningEquity markets started the week on uncertain footing as the focus shifted away from NVIDIA and AI toward economic data. A full slate of data is due out, including the January read of the PCE price index. The PCE price index is expected to show a sequential acceleration to align with the latest CPI data, news that is unlikely to spur risk-on appetite. Hot inflation will keep the FOMC's policy tight until later in the year, jeopardizing this year's earnings outlook.
The market has its hopes pinned on an interest rate cut in the first half, and it is becoming less and less likely. The CME FedWatch Tool shows a slim chance for a single 25 basis point cut by June and only a 50/50 chance for two by July. Because the 2nd-half earnings outlook depends on rates falling, a hot inflation read could have an outsized impact on the market. As it is, the S&P 500 is well above critical support and the 150-day moving average, setting it up for a high-single-digit decline when it comes. Featured: Sell these "safe" blue chips immediately (Ad) 
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Technology | |
Nvidia Corp.’s (NASDAQ: NVDA) 59% gain since the start of 2024 has propelled the SPDR S&P 500 ETF Trust (NYSEARCA: SPY) and the Invesco QQQ (NASDAQ: QQQ) to new highs.
In particular, Nvidia is pulling other artificial intelligence stocks higher, which is resulting in broad market highs... Read the Full Story |
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From Our Partners | | Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief.
It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live. | | Watch the full story and see the verified track record for yourself |
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Technology | |
Most hype surrounds technology stocks, particularly after the king of the sector, Nvidia Corp. (NASDAQ: NVDA), kept breaking past all-time high prices on ever-increasing financial expansion. There is the risk of a "spillover" effect into other names.
Considering the new wave about to hit the busi... Read the Full Story |
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Communication Services | |
Live Nation Entertainment Inc. (NYSE: LYV) is the global leader in live music and entertainment events. Live Nation has tremendous scale with a rock-solid moat as it promoted over 50,000 live events for over 145 million fans in 2023, generating revenues of $22.7 billion, up 36% YoY. The pent-up de... Read the Full Story |
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From Our Partners | | Moderna's stock doubled in a single day after its cancer vaccine hit key Phase 3 goals, and Merck jumped too. But according to a former Steve Cohen fund manager, the next big opportunity is not Moderna or Merck.
It is a different kind of company tied to a technology already backed by Elon Musk, Sam Altman, Jeff Bezos, and Peter Thiel. Nvidia's Jensen Huang says it will have a dramatic impact on daily life, while Anthropic's CEO believes it could unlock a century of medical progress in just ten years.
Nature Magazine estimates its potential value at $367 trillion globally, and it is already rolling out across the United States. | | Click here to learn about this new era of medical technology |
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Markets | |
Maybe you are looking back at the 2020-2023 equity curve in your portfolio and are noticing an increasingly slowing upward trend. This is not your fault but rather the effects of the Federal Reserve (the Fed) raising interest rates, making ‘riskier’ high growth plays less attractive to... Read the Full Story |
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Consumer Discretionary | |
The Ozempic and GLP-1 weight loss trend parallels the artificial intelligence (AI) mania that's gone mainstream viral, sending stocks like Novo Nordisk A/S (NYSE: NVO) and Nvidia Corp. (NASDAQ: NVDA) through the roof. While GLP-1 users report amazing weight loss results, like Oprah Winfrey losing ... Read the Full Story |
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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 |
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Technology | |
As everyone focuses on technology stocks and artificial intelligence hype, names like Nvidia Corp. (NASDAQ: NVDA) keep beating expectations and breaking past all-time high prices. You can focus on other underrated spaces of the economy, such as construction stocks.
Stocks like MasTec Inc. (NYSE: ... Read the Full Story |
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Communication Services | |
The Trade Desk Inc. (NASDAQ: TTD) is a leading independent programmatic advertising technology (AdTech) platform provider. Its demand-side platform (DSP) allows companies to automate their digital ad buying with improved targeting and greater transparency. The Computer and Technology sector compan... Read the Full Story |
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Communication Services | |
Streaming video hardware and software platform operator Roku Inc. (NASDAQ: ROKU) shares plummeted over 35% following its Q4 2023 earnings report. The company generates most revenues from its legacy hardware sales, Roku TV sales, licensing the Roku operating system to Smart TV manufacturers and ope... Read the Full Story |
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Finance | |
Most of the market is now focused on the hype in the high-flying technology stocks today, where names like NVIDIA (NASDAQ: NVDA) keep delivering insane financial results to help the stock break past all-time highs repeatedly. However, there is value to be had in the ‘defensive’ stocks,... Read the Full Story |
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Consumer Discretionary | |
Investing in healthcare stocks may not seem very exciting. This group of low-beta stocks serves as a defensive area of the consumer staples sector without much growth or activity. That is, of course, until technology comes into the mix, and everyone knows that's where all the market action seems t... 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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