Good MorningEquity markets retreated early in the day after a hotter-than-expected CPI report. The report showed that consumer-level inflation is not tamed, reducing the odds of FOMC rate cuts this year. Compared to last year, CPI accelerated at the headline and core levels, which may lead the FOMC back into policy tightening if it doesn't slow soon. However, equities regained footing quickly and moved off the lows to close near the session highs. The S&P 500 is treading near record highs and may soon move to a new high.
Retail sales data is the market-moving news expected for Thursday. Retail sales are expected to contract incrementally compared to last year but remain relatively stable and sufficient to sustain economic activity. A weak report will renew fears of a recession and could lead the market into a deeper sell-off. Featured: Elon’s big $266,000 per second purchase (Ad) 
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Retail/Wholesale | |
President Trump put a 30-day pause on levying 25% tariffs on Canada and Mexico but proceeded to levy an additional 10% tariff on Chinese imports. Trump has also acknowledged that he would be levying tariffs on European imports in time. The repercussions of tariffs have been a hotly debated topic. ... Read the Full Story |
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Technology | |
Micron’s (NASDAQ: MU) share price is wallowing at long-term lows and is deeply undervalued. It is undervalued because of its industry placement, growth outlook, and stock price, a measly 14x earnings. The growth outlook is robust, and the P/E will fall to only 8x next year, suggesting a mini... Read the Full Story |
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Finance | |
The January CPI report was hot, much hotter than expected, and raised the risk of FOMC tightness. Not just higher-for-longer near current levels but a reduced chance for even a single 25 basis rate cut in 2025 and a growing possibility hike will be back on the table. This increases the odds of a F... 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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Energy | |
The digital world is rapidly expanding, driving advancements in cloud computing and artificial intelligence (AI). The rapid growth of data centers has resulted in a surging demand for energy, a crucial resource for their operations. The increasing demands of expanding global networks and internetw... Read the Full Story |
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Technology | |
Shopify’s (NYSE: SHOP) stock price fell following its Q4 2024 release and 2025 guidance because the guidance, robust as it is, is nothing more than the market expected. It provided no catalyst for an immediate rally and a good time to take profits, given the stock was up 140% from its lows s... Read the Full Story |
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Technology | |
Super Micro Computer’s (NASDAQ: SMCI) stock price has wallowed near long-term lows because of sentiment and fears of financial misconduct. However, let’s face it: the Q2 results weren’t bad, and sentiment is rapidly improving because of a robust outlook. The results include som... Read the Full Story |
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Basic Materials | |
President Trump's recent tariff announcement on steel and aluminum imports has sparked a stock market rally among domestic metal producers, including Cleveland-Cliffs (NYSE: CLF), Nucor Corporation (NYSE: NUE) and Alcoa Corporation (NYSE: AA). Investor optimism regarding reduced foreign competitio... Read the Full Story |
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Construction | |
The Los Angeles wildfires are estimated to have caused between $95 billion to $164 billion in property damage, with insured losses reaching $75 billion. The cleanup and rebuilding effort will take years. Newsweek reports that developers want to “Turbocharge” building efforts. Californi... Read the Full Story |
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Medical | |
The supply shortage and high costs of GLP-1 weight loss drugs have created an opportunity for compounded GLP-1 treatments to hit the market and disrupt the medical sector. These treatments are permitted when drugs are listed on the FDA’s list of drug shortages. These shortages can occur for ... Read the Full Story |
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Retail/Wholesale | |
There is a clear distinction among consumers between fast food and fast casual food. The latter is more expensive and arguably more nutritious and delicious. In 2024, fast-casual restaurants like Chipotle Mexican Grill Inc. (NYSE: CMG) and CAVA Group Inc. (NYSE: CAVA) in the retail/wholesale secto... Read the Full Story |
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Thursday's Early Bird Stock Of The Day The Invesco S&P 500 Momentum ETF (SPMO) is an exchange-traded fund that is based on the S&P 500 Momentum (US Dollar) index. The fund tracks an index of 100 S&P 500 components with the strongest volatility-adjusted momentum. SPMO was launched on Oct 9, 2015 and is managed by Invesco. | | View Today's Stock Pick |
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