Good MorningEquity markets advanced to close near the highest level on record Tuesday and may continue to a new record high today. The minutes from the latest FOMC meeting are due this afternoon and should confirm the market's expectation that the next policy move will be to cut rates. The only question is the timing of the first cut, which may be later than the market hopes. The economic data is mixed and suggests underlying strength despite pockets of weakness. In this scenario, the FOMC could cut rates but runs the risk of accelerating inflation.
The bottom line for equities is earnings, and the outlook for earnings growth is solid. Even with higher rates, the S&P 5&P 500 is expected to grow earnings this year. The risk is that growth is predicated on the idea that the FOMC will cut interest rates, which may not happen. This leaves the market in a precarious position, hoping for an event that may not happen, waiting for the FOMC to give it the green light. However, so long as the FOMC dangles the rate-cut carrot in front of the market it should keep advancing. Featured: Move Your Money Here Before August 31st (Ad) 
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Energy | |
Imagine an investment that not only offers growth but also yields a stable, 7%+ dividend. Enterprise Products Partners LP (NYSE: EPD) is the only stock with an "A" rating from Standard & Poor's that offers such a lucrative yield. Let's dive in.EPD provides essential pipeline services for trans... Read the Full Story |
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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 |
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Finance | |
Are there any safe stocks out there? Investors need to align their portfolios with fundamental factors more than ever as rotating industries pose a new set of risks (and rewards). While some may focus solely on technology stocks, namely those dealing with artificial intelligence trends, there's a ... Read the Full Story |
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Consumer Discretionary | |
Investors have been pouring into sports betting stocks like DraftKings Inc. (NASDAQ: DKNG) and Fan Duel's parent, Flutter Entertainment plc (NYSE: FLUT). Streaming giants like Amazon Inc. (NASDAQ: AMZN) and Netflix Inc. (NASDAQ: NFLX) are jockeying to keep and sign lucrative broadcasting deals wit... Read the Full Story |
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From Our Partners | | Hedge funds are rotating out of AI hype and into the hardware layer powering it. New research identifies three profitable U.S. infrastructure companies leading this shift.
One just posted 76% year-over-year data-center growth. Another holds a $12 billion backlog from global hyperscalers. A third is generating 59%+ gross margins on next-gen chips. | | Access the full analysis, price setups, and catalysts now |
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Healthcare | |
Doximity Inc. (NASDAQ: DOCS) is a social networking platform exclusively designed for U.S. healthcare professionals. It's a cross between Meta Platforms Inc. (NASDAQ: META) owned Facebook and Microsoft Co. (NASDAQ: MSFT) owned LinkedIn. The community has grown to over 580,000 medical providers as ... Read the Full Story |
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Consumer Discretionary | |
AutoZone (NYSE: AZO) share prices are declining because the Q3 results weren’t strong enough. The company says the timing of tax payments and cold weather impacted the results, which are one-off, non-recurring factors that have little to do with the outlook.
The outlook for AutoZone is the ... Read the Full Story |
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From Our Partners | | Barrick Mining has spent decades building one of Nevada's richest gold districts, anchored by Fourmile, Goldrush, and Cortez Hills, deposits that could hold up to 60 million ounces of gold.
One overlooked explorer controls 142 claims bordering Fourmile and sitting less than a mile from Goldrush. New geological modeling aims to reveal what's beneath this largely untested ground, while a planned 5% royalty spin-off could give shareholders a separate stake in the project. | | Read the full report before the next catalyst hits |
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Markets | |
When tracking the US stock market, you’ll usually see quotes from 3 major indices: the Dow Jones Industrial Average, the S&P 500 and the NASDAQ Composite Index. All 3 are proxies for US stock market performance, but they don’t always share the same components and weigh their stocks... Read the Full Story |
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Technology | |
Palo Alto Networks' (NASDAQ: PANW) share price is down more than 5% following its FQ3 release, which provides an attractive buy-the-dip opportunity. The move is driven by an increase in billings that have no bearing on the underlying business. The increase in billings is due to customers choosing ... Read the Full Story |
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Technology | | It’s been a tough couple of weeks for investors of Shopify Inc. (NYSE: SHOP). Indeed, while the broader market has been setting record highs since the final weeks of last year, shares of the e-commerce platform have been sinking some 40% from their high in February.
It's not a great look for... Read the Full Story |
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Finance | |
OneMain Holdings (NYSE: OMF) , a leading provider of personal loans and insurance products to subprime customers, stands out as a growing dividend stock with an attractive valuation. With a dividend yield of 8.40% and a P/E ratio under 10, OMF’s growing dividends are backed by reliable profi... Read the Full Story |
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Consumer Discretionary | |
Shares of Lowe’s Companies (NYSE: LOW) corrected to critical support levels ahead of the Q1 release, setting up a buying opportunity confirmed in its aftermath. The results are not strong but highlight the differentiation between the company and its largest competitor, The Home Depot (NYSE: ... Read the Full Story |
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Wednesday's Early Bird Stock Of The Day Jack Henry & Associates, Inc. is a financial technology company, which engages in the provision of technology solutions and payment processing services. It operates through the following segments: Core, Payments, Complementary, and Corporate and Other. The Core segment provides core information processing platforms to banks and credit unions which consist of integrated applications required to process deposit, loan, and general ledger transactions, and maintain centralized customer and member information. The Payments segment includes secure payment processing tools and services including ATM, debit, and credit card processing services, online and mobile bill pay solutions, ACH origination and remote deposit capture processing, and risk management products and services. The Complementary segment focuses on additional software, hosted processing platforms, and services including call center support, network security management, consulting, and monitoring. The Corporate and Other segment offers hardware and other products. The company was founded by Jerry D. Hall and John W. Henry in 1976 and is headquartered in Monett, MO. | | View Today's Stock Pick |
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