Good MorningEquity markets hovered at a one-week high on Wednesday, signaling the stock rebound may already be over. Interest rates impacted the market; the yield on the 10-year treasury returned to a multi-month high and may move significantly higher over the next few weeks. The economic data does not support the need for the FOMC to cut interest rates, as seen in the ten-year yield. The market had priced in a June or July cut; now it looks like September or later before the FOMC makes the first move.
The bond market is pricing in a later rate cut, and the equity markets the impact of higher rates on earnings. The outlook for 2nd half earnings is pegged to an interest rate cut that looks less likely than ever. Because it may be several months before the data cooperates enough to allow an interest rate cut, the sell-off in equities could last as long. In this scenario, a move below critical support targets near 4,820 is possible. Featured: Elon’s big $266,000 per second purchase (Ad) 
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Aerospace | |
Some stocks are undeniable pillars in their respective industries, and sometimes even for an entire economy. Shares of Boeing Co. (NYSE: BA) saw little change after it reported its first quarter 2024 earnings results, arguably the most important earnings report of the year as it set the tone for t... Read the Full Story |
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Technology | | Texas Instruments (NASDAQ: TXN) dividend is unique among chipmakers for its yield, if nothing else. The stock yields over 3.15%, which is double or better than the rest of the field, and it is a safe and growing distribution.
The dividend alone may not be a reason to buy the stock but the opportun... Read the Full Story |
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Finance | | Pagaya Technologies (NASDAQ: PGY) popped up on the Insidertrades.com radar for five transitions made in early April, marking the first insider activity in many quarters.
Five insiders, including the CEO, CTO, a director, a president, and the newly appointed CDO, Tami Rosen, bought the stock on Apri... Read the Full Story |
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From Our Partners | | Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 is orchestrating what analyst Porter Stansberry calls a total U.S. money reset, bypassing conventional legal channels under the guise of national security.
The last time America reset its currency - under Nixon in the 1970s - it created an average of 1,300 new millionaires a day for over 50 years. Stansberry has identified three asset categories connected to Trump's initiative that could surge, plus his single top investment move. | | Watch the documentary briefing and find out which side you land on |
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Retail/Wholesale | | As markets prepare to shift into the new cycle created by potential interest rate cuts from the Federal Reserve (the Fed), a few specific sectors may have greater odds of outperforming the rest of the market. Investors may turn to energy stocks, especially now that Goldman Sachs analysts set their e... Read the Full Story |
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Energy | |
General Electric (NYSE: GE) stock is up 3.47% in early trading after the company delivered its first-quarter earnings report. The company delivered revenue of $16.1 billion and earnings per share (EPS) of 82 cents per share, a 55% year-over-year (YOY) increase.
Those numbers need a little conte... Read the Full Story |
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From Our Partners | | Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the digital dollar. They gave us the timeline… 2025 to 2030. We're in that window right now.
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Auto/Tires/Trucks | |
Tesla (NASDAQ: TSLA) shares are up more than 10% following the Q1 earnings release, and they may move higher, but investors should not expect a sustained rally; they should only expect volatility. The news driving the market is good but so futuristic that it will not impact operations positively f... Read the Full Story |
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Technology | |
Artificial intelligence (AI) applications and platforms are growing like weeds. The arms race for AI superiority continues to be waged between the chip makers trying to chip away at Nvidia Co. (NASDAQ: NVDA) dominance in the GPU segment to Micron Technology Inc. (NASDAQ: MU) NAND flash memory domi... Read the Full Story |
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Technology | |
Zoom Video Communications Inc. (NASDAQ: ZM) shares hit a new 52-week low despite improvements indicating normalization may be near completion in its business. Zoom stock was the darling of the pandemic era, surging to a high of $588.84 in October 2024 as the whole world went virtual during the glo... Read the Full Story |
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Industrials | |
Packaging Corporation of America (NYSE: PKG) had a solid quarter but gave tepid guidance, sending the shares down by 4%. The move is ugly at face value, but, as they say, it's in the eye of the beholder. Investors could view the decline as a loss, a time to sell, or a reason to stay out of the mar... Read the Full Story |
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Business Services | |
Duolingo Inc. (NYSE: DUOL) offers a freemium language learning platform that's taken the world by storm. It uses an incredibly simple, animated and gamified interface for kids and adults to engage in a cheerful, entertaining and inviting way to learn new languages. It uses little bite-sized, unint... Read the Full Story |
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Thursday's Early Bird Stock Of The Day Helius Medical Technologies, Inc., a neurotechnology company, focuses on developing, licensing, and acquiring non-implantable technologies for the treatment of symptoms caused by neurological disease or trauma. The company's product is Portable Neuromodulation Stimulator, a non-surgical medical device intended for use as a short term treatment of gait deficit due to symptoms from multiple sclerosis and balance deficit due to mild-to-moderate traumatic brain injury, as well as to be used in conjunction with supervised therapeutic exercise. The company was incorporated in 2014 and is headquartered in Newtown, Pennsylvania. | | View Today's Stock Pick |
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