Good MorningEquity markets retreated on Thursday after a hot reading of the Produce Price Index raised fears that higher-for-longer means what it sounds like. The PPI accelerated at the core and headline levels, suggesting that consumer-level inflation will remain hot. In this environment, it is unlikely the FOMC will cut rates before mid-summer, and the first cut may not come until late in the year.
The risk for markets is the outlook for earnings. The market has priced in a significant upswing in earnings power for the back half of 2024 that may not come. This has the market set up for a correction that could be severe, given the proper stimulus. The catalyst for the correction may be in the earnings forecasts, which are expected to fall from their current levels. With only a few weeks left until the start of Q1 reporting, it is possible that the catalyst could come soon. Featured: Sell these "safe" blue chips immediately (Ad) 
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Industrials | |
When geopolitical tensions rise, defense contractor stocks often surge in response. These stocks are sensitive to international conflicts and national security developments, making them potent investment options. Here’s a deeper dive into what defense stocks are and how you can wisely invest... 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 | |
Oracle (NYSE: ORCL) is the enterprise software giant sending shockwaves through the market with its impressive third-quarter fiscal year 2024 (Q3 FY24) earnings report. Oracle’s stock price surged around 15% in the wake of the announcement, reflecting investor enthusiasm for Oracle's financi... Read the Full Story |
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Technology | |
Analysts' activity in Q1 is robust, with results from Q4 outpacing estimates and guidance for tech stocks at least, leading them to raise their targets. As active as the analysts have been, the market leaders and the stocks getting the most upgrades remain the same. The rankings have been juggled,... 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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Finance | |
Dell Technologies Inc (NYSE: DELL), The Trade Desk Inc. (NASDAQ: TTD) and Apollo Global Management Inc. (NYSE: APO) represent a diverse group of companies but have something in common: They're large-cap stocks that aren’t part of the S&P 500 but are outperforming the index.
Contrary t... Read the Full Story |
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Markets | |
You've undoubtedly seen the headlines covering cryptocurrencies as they soar to highs or violently crash to lows. Hardly a day goes by without some news about cryptocurrency as celebrities, athletes, actors and influencers have gotten into the fray. While they have become mainstream as a topic, ma... 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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Industrials | |
For a stock that has led its peers for so long, Southwest Airlines Company (NYSE: LUV) has been having a tough time recently. While it was able to catch some of those gains that have been sweeping across equities since November, this week’s 20% drop has given up much of those.
Coming at a ... Read the Full Story |
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Finance | |
Like most investors, you've probably heard some chatter about stocks in the Dow — maybe about how prices are changing and how these prices impact the economy. But what exactly is the Dow Jones Industrial Average (DJIA), and how do its stocks differ from stocks included in other indexes?
The... Read the Full Story |
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Consumer Discretionary | |
Concentration and a dimming outlook for earnings growth (outside of tech) in 2024 have the S&P 500 (NYSEARCA: SPY) set up for a correction. It may not happen soon, but signs continue to grow, with investors flooding into market leaders like NVIDIA (NASDAQ: NVDA), Advanced Micro Devices (NASDAQ... Read the Full Story |
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Technology | |
Options trading strategies such as call debit spreads can be used to help mitigate potential losses in exchange for capping potential upside gains. They also enable you to enter a bullish directional trade at a discount compared to just buying long a call option. A debit spread allows you to quant... Read the Full Story |
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Technology | |
UiPath’s (NYSE: PATH) accelerating growth led the market for its stock higher over the last twelve months, and the trend continues following the Q4 results. The results were better than expected, with growth accelerating sequentially and YOY setting a record compounded by wider margins and t... Read the Full Story |
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Friday'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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