Good MorningEquity markets rebounded strongly last week as fears of recession faded away. The melt-up in sentiment was driven by better-than-expected data, including the CPI and retail sales figures. CPI cooled in alignment with the outlook for FOMC interest rate cuts while retail sales grew more than 2% over the last year, outpacing the consensus estimate. However, the good news is shaded by the fact that economic resilience and cooling inflation mean the FOMC doesn't need to cut rates as aggressively as the market has begun to price, bringing the risk of higher-for-longer back into play.
This week's hurdles will include minutes from the last Fed meeting, earnings reports from retailers, and the start of the Jackson Hole Symposium. Retail earnings are expected to be mixed after last week's reports from Walmart and Home Depot. The takeaway is that retail spending is up due to inflation and discretionary items continue to be cut from consumer budgets. Featured: Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (Ad) 
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Finance | |
AlTi Global (NASDAQ: ALTI) is an independent registered investment advisor (RIA) that manages or advises on $72 billion in assets worldwide. Since going public via a special purpose acquisition company (SPAC), the company’s shares have fallen by 58%.
However, one analyst sees a +100% upsi... 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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Communication Services | |
Bumble (NASDAQ: BMBL) is one of the most well-known online dating companies in the world. After the firm's most recent earnings release on Aug. 7, its shares lost nearly a third of their value. Year-to-date, shares are down 60%.
It is now at the lowest forward price-to-earnings multiple in its ... Read the Full Story |
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Markets | |
Most investors are unwilling to put their capital to work in overseas markets, as it is a more intangible idea, and they will likely not have the chance to see the companies they invest in at work or in person. More than that, geopolitical tensions and cultural differences make investing in China&... Read the Full Story |
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From Our Partners | | TradeSmith CEO Keith Kaplan warns that AI's rapid rise has a dark side, threatening American jobs and livelihoods. He says now is the time to prepare before August 31st.
TradeSmith has invested $17 million in AI tools and built a platform used by 180,000 traders worldwide. One user, Stephen, credits it with building a $2.95 million retirement portfolio. | | See where Kaplan says to move your money before August 31st |
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Energy | |
As the second quarter comes to a wrap-up for the stock market, so do the required 13-F filings for some of Wall Street’s biggest investors. This time around, Warren Buffett’s report card came in due to a shift in markets in one view and direction. Investors would greatly benefit from n... Read the Full Story |
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Consumer Discretionary | |
Singapore-based e-commerce, gaming, and financial services company Sea Limited (NYSE: SE) added to its ongoing stock rally following an earnings beat on Tuesday, with shares almost doubling in the last year heading into the end of the week. All three of the firm's major businesses experienced sa... 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 | |
Lockheed Martin (NYSE: LMT) has experienced a significant surge this year, climbing nearly 24% year-to-date and an impressive 20% this quarter alone, despite the broader market's recent pullback. This extraordinary rally has positioned LMT as a standout performer amidst ongoing market turbulence a... Read the Full Story |
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Markets | | Mutual funds and hedge funds are professional investment operations that pool capital from outside investors to earn returns, but the similarities mainly end there. Mutual and hedge funds use very different strategies to achieve their objectives and seek capital from distinct clientele. In this arti... Read the Full Story |
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Consumer Discretionary | |
Equities are being whipsawed by conflicting economic data. Some data points support the soft-landing theory and would guide to lower interest rates. However, some data suggests that the economy is still too strong for the Fed to consider cutting rates. It doesn’t help that we’re now in... Read the Full Story |
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Markets | |
UBS Group (NYSE: UBS) is the 8th largest firm in the capital markets industry worldwide and the largest in Europe. The company has underperformed its sector this year, with a total return of 2%. The iShares MSCI Europe Financials ETF (NASDAQ: EUFN) has returned 12%.
On Wednesday, Aug. 8, UBS pl... Read the Full Story |
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Technology | |
Cisco Systems (NASDAQ: CSCO) Q4 results and guidance prove that its AI play was smart. Once a networking giant and now a networking and AI-powered data management platform, the company outperformed its guidance and analysts estimates, raised guidance, and the guidance is likely cautious. The tak... Read the Full Story |
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Monday's Early Bird Stock Of The Day ZoomInfo Technologies Inc., together with its subsidiaries, provides go-to-market intelligence and engagement platform for sales and marketing teams in the United States and internationally. The company's cloud-based platform provides information on organizations and professionals to help users identify target customers and decision makers, obtain continually updated predictive lead and company scoring, monitor buying signals and other attributes of target companies, craft messages, engage through automated sales tools, and track progress through the deal cycle. It serves enterprises, mid-market companies, and down to small businesses that operate in various industry, including software, business services, manufacturing, telecommunications, financial services, media and internet, transportation, education, hospitality, and real estate. The company was founded in 2007 and is headquartered in Vancouver, Washington. | | View Today's Stock Pick |
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