Good MorningEquity markets opened with a gain on Thursday but quickly reversed course, shedding nearly 1.0% for the day. The move shows that resistance to higher prices remains at the all-time high and may cap gains over the next month or two. The FOMC minutes aligned with the idea of rate cuts in September, while data suggests the economic outlook is still strong, bringing sector rotation back to the forefront. In this scenario, investors should expect to see market leaders such as NVIDIA underperform over the coming weeks despite results as investors shed profitable trades to raise capital.
The VIX is another sign that investors should pay attention to. The fear index has begun rising again and is setting up for another spike. That could come at any time, given the proper catalyst, and there are catalysts on the horizon. The two primary are an earnings report from NVIDIA next week and the PCE report due next Friday. The risk for markets is that CPI data could spark a sell-off regardless of inflation; a hot report will keep rates higher, a cool report will raise fear of recession, and as-expected will keep sector rotation in play. Investors should expect volatility; the only question is how much. Featured: Sell these "safe" blue chips immediately (Ad) 
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Healthcare | |
Shares of medical device manufacturer Medtronic PLC (NYSE: MDT) are down about 35% from their highs of roughly three years ago, but promising results from the company's first quarter of fiscal 2025, which ended July 26, could help to drive renewed upward momentum. Specifically, Medtronic's diabe... 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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Consumer Discretionary | |
Advance Auto Parts (NYSE: AAP) witnessed a dramatic plunge in its stock price, falling over 20% in pre-market trading after the company released its second-quarter 2024 earnings report. The disappointing results triggered a strong adverse reaction from investors, including a miss on earnings per... Read the Full Story |
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Consumer Discretionary | |
Toll Brothers (NYSE: TOL) is one of the largest home-building companies in the United States. In 2023, the company's revenue was nearly $10 billion, putting it in fourth place behind giants like Lennar Corp (NYSE: LEN) and D.R. Horton (NYSE: DHI).
Shares have performed well in 2024, providing ... 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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Communication Services | |
When markets get volatile, investors of any size and background tend toward certainty in business models and predictability in cash flows. Fitting this category are stocks in the consumer staples sector, known for their defensive nature. This is born of the products and services these companies of... Read the Full Story |
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Technology | |
Operational quality and business trends are why Palo Alto Network's (NASDAQ: PANW) stock price will soon hit a new all-time high. The latest report shows that business strength persists despite the company’s leaning toward free and reduced services intended to boost total business. That pl... 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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Technology | |
Warren Buffett, the famed Oracle of Omaha and longtime leader of Berkshire Hathaway Inc. (NYSE: BRK.B), famously advises investors to "be fearful when others are greedy." It's easy to become swept up in investor excitement about a company, but trying to time the market is notoriously risky. Someti... Read the Full Story |
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Technology | |
While it was scary at the time, the sell-off that started last month across equities is already becoming a thing of the past. Take the benchmark S&P 500 Index, for example. Sure, it had its worst run of weeks in years as it shed the better part of 10% in just three weeks, but it’s after ... Read the Full Story |
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Consumer Discretionary | |
TJX Companies (NYSE: TJX) stock price surged following the Q2 earnings release because its quality operations and market conditions combined to drive better-than-expected results, leading to improved guidance. The reason it will continue to rise is the analysts. The analysts' response to the news ... Read the Full Story |
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Communication Services | |
Investors often dread the arrival of a bear market, which is a period characterized by a prolonged decline in stock prices. This decline is usually accompanied by widespread pessimism and negative investor sentiment, potentially driven by factors like economic slowdowns or geopolitical events. His... Read the Full Story |
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Communication Services | |
As the quarter winds down, investors can look at 13-F filings to determine what the best minds on Wall Street are planning for the coming months. The Securities and Exchange Commission (SEC) requires these filings whenever an individual investor or fund holds a significant enough stake in any give... Read the Full Story |
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Friday's Early Bird Stock Of The Day Appian Corporation, a software company that provides low-code design platform in the United States, Mexico, Portugal, and internationally. The company's platform offers artificial intelligence, process automation, data fabric, and process mining. It provides The Appian Platform, an integrated automation platform that enables organizations to design, automate, and optimize mission-critical business processes. The company also offers professional and customer support services. It serves to financial services, government, life sciences, insurance, manufacturing, energy, healthcare, telecommunications, and transportation industries. Appian Corporation was incorporated in 1999 and is headquartered in McLean, Virginia. | | View Today's Stock Pick |
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