Good MorningEquity markets eked out small gains on Wednesday after the CPI report came in as expected. The report shows that consumer-level inflation is cooling in alignment with the outlook for FOMC rate cuts, but not so quickly that it raises the risk of recession. The takeaway is that the US economy is on track for a shift that should reinvigorate activity, but risks remain. Among them is the possibility that lower rates will reinvigorate inflation and keep the FOMC from cutting quickly.
The next major hurdle for the market is today. The combination of retail sales data and Walmart results will give a clear indication of spending habits and help the market assess the recession risks. So long as consumer spending is solid, the US economy is unlikely to experience an economic contraction, although slowing is not out of the question. An environment of lower but still high interest rates and persistent inflation could easily lead to a period of stagflation. Featured: BofA: Digital Dollar Coming 2025-2030 (Ad) 
|
Technology | |
Wall Street analysts understand that their reputations and careers are on the line each time they issue a recommendation for—or against—a stock. Knowing this, investors would find the weight of the decision-making and stock rating all the more important now that the S&P 500 has sur... Read the Full Story |
|
From Our Partners | | Jensen Huang says AI can't scale without it. Google Ventures calls it the future of AI compute. Sequoia Capital - the firm behind Anthropic and OpenAI - calls it a 'holy grail.' It's smaller than a fingertip and made of glass.
Wall Street insider Jason Bodner - who called Nvidia at $4.50 - believes this 'light-speed' device could be bigger for AI than GPUs and is about to launch a new wave of winners. He's sharing his number one stock pick tied to it at no cost. | | Click here to get Jason Bodner's top pick for free |
|
Retail/Wholesale | |
Brinker International’s (NYSE: EAT) stock price fell 15% following its Q4 release, which presented an appetizing dip for investors to snack on. Weaker-than-expected earnings and softer-than-expected guidance caused the dip, but that is the worst news to be found. The remaining details prov... Read the Full Story |
|
Technology | |
Whether the product of genuine market forces or psychology, the September Effect — the tendency for September to be, on average, the worst month of the year for the market — can have a very real impact. Couple that with mounting fears of a recession, and things get even more uncertain ... Read the Full Story |
|
From Our Partners | | This feels like one of those ''where were you when Kennedy was shot'' moments. It felt like a moment in time, but that single shot started an avalanche of investigations, accusations, and conspiracy theories.
That's what you just witnessed with the death of the Ayatolla Khamenei.
Because the strikes proved how fragile things can get: billions could be lost. Seniors and the vulnerable put at risk. | | So to make it easy, Get the 2026 Retirement Survival Guide. Plain-English, step-by-step |
|
Medical | |
Canopy Growth (NASDAQ: CGC) is one of the North American players in the cannabis industry. The company’s shares have seen massive fluctuations since going public in 2014 under the name Tweed Incorporated. The company's value reached nearly $20 billion in early 2021 but now sits at just $57... Read the Full Story |
|
Technology | |
Serve Robotics (NASDAQ: SERV) is up by double-digits following its Q2 release and may continue increasing because of its operational improvements. However, every positive detail is offset by a negative, raising doubts about the stock price trajectory. The market for SERV remains below a critical... Read the Full Story |
|
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 |
|
Manufacturing | |
In a market characterized by uncertainty and volatility, it's increasingly rare to find stocks that are weathering the storm and thriving. Yet, a select few from various sectors are doing just that—hitting all-time highs even as the broader market indices attempt to regain their footing.
T... Read the Full Story |
|
Technology | |
It’s been a funny couple of weeks for investors. After a great start to the year, which saw the S&P 500 index rally more than 20%, the first week of August saw some of the worst days for stocks in years. A poor jobs report fueled fears that the Fed might have waited too long to cut rates... Read the Full Story |
|
Markets | | Earlier this year, the mutual fund industry celebrated its 100th birthday as the Massachusetts Investment Trust reached a century of operation. Since 1924, investors have been able to pool capital into funds that buy large swaths of stocks or other assets, providing unique types of diversification t... Read the Full Story |
|
Retail/Wholesale | |
The news of Brian Niccol’s departure from Chipotle Mexican Grill (NYSE: CMG) is shocking but not a game-ender because of the culture he instilled in the business. His tenure as CEO altered more than the company’s reputation, setting it on a path for sustained growth that is unlikely ... Read the Full Story |
|
Retail/Wholesale | |
The automotive sector aftermarket industry is projected to reach a staggering $400 billion valuation by 2025, which presents a compelling investment opportunity. Several factors propel this growth, including a progressively aging vehicle fleet, a steady rise in miles driven, and a consistent escal... Read the Full Story |
|
Thursday's Early Bird Stock Of The Day PAVmed Inc. focuses on acquiring, developing, and commercializing novel products that target unmet needs in the United States. The company's lead products include CarpX, a patented, single-use, disposable, and minimally invasive surgical device for use in the treatment of carpal tunnel syndrome; EsoCheck Esophageal Cell Collection Device, which consists of diagnostic test that serves as a testing tool for preventing esophageal adenocarcinoma deaths, through early detection of esophageal precancer in at-risk gastroesophageal reflux disease, including chronic heartburn and acid reflux or simply reflux in patients; and EsoGuard, a bisulfite-converted next-generation sequencing DNA assay performed on surface esophageal cells collected with EsoCheck. Its product pipeline also comprises EsoCure EsoCure Esophageal Ablation Device for treating dysplastic BE; PortIO, an implantable intraosseous vascular access device; and Veris cancer care platform. The company was formerly known as PAXmed Inc. and changed its name to PAVmed Inc. in April 2015. PAVmed Inc. was incorporated in 2014 and is headquartered in New York, New York. | | View Today's Stock Pick |
|
