The stock market was soaring and the sun was shining when President Donald Trump stepped out of the Oval Office on Wednesday afternoon. Less than two hours earlier, he had retreated from his plans to increase tariffs on many U.S. trading partners, and investors were rejoicing after bracing for a glo....
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The Early Bird Newsletter
The Early Bird Newsletter

Thursday, April 10th

Good Morning

Equity markets took investors on a wild ride Wednesday, with the S&P 500 opening lower and hovering near its lows until mid-afternoon when it finally began to recover. The move was driven by an announcement that some tariffs would be delayed by 90 days. The news sent the S&P up by more than 9%, suggesting the bottom is in for the correction, but investors should be cautious. Delayed does not mean the tariffs won’t be enforced or that no tariffs are in place, because they are—and they will impact earnings power across the broad market. A little more than 40% of the index’s revenue is generated outside the U.S., so tariffs are still a problem.

The CPI report will drive Thursday's action. The CPI report is expected to show that inflation remains hot but may give the market a reprieve. Cooler-than-expected data would play into the idea of FOMC interest rate cuts, and now there is additional reason to believe that inflation will become less of a problem in 2025. Oil prices hit a multi-year low and will likely remain low due to production and supply trends.

Featured: Elon Reveals Why There Soon Won’t Be Any Money For Social Security (Colonial Metals)

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Markets

The week that Trump pushed the global economy to the brink with tariffs — and then pulled back

The stock market was soaring and the sun was shining when President Donald Trump stepped out of the Oval Office on Wednesday afternoon. Less than two hours earlier, he had retreated from his plans to increase tariffs on many U.S. trading partners, and investors were rejoicing after bracing for a glo...

Read the Full Story

From Our Partners

Why Buffett and 100 members of Congress are Piling into this One Investment

While everyone's distracted by the recent stock market rally and Trump's tariffs...

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It's not crypto... gold... or options strategies.

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Markets

Quantum Computing: The $6.5 Billion Opportunity You Can’t Ignore

Quantum computing has the potential to revolutionize industries by decoding complex ciphers, optimizing supply chains, and accelerating drug discovery. Despite being in its early stages, quantum computing's disruptive potential is attracting substantial investment. Major companies like IBM (...

Read the Full Story

Markets

US stocks dive as euphoria on Wall Street reverts to fear about US-China trade war

U.S. stocks dove Thursday and surrendered a chunk of their historic gains from the day before as President Donald Trump’s trade war continues to threaten the economy.The S&P 500 tumbled 3.5%, slicing into Wednesday’s surge of 9.5% following Trump’s decision to pause many of his tariffs worldwi...

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From Our Partners

Elon’s 2025 Silver Crisis (What It Means for You)

Silver isn't just a safe haven for your wealth—it's a critical resource in the global tech and energy race. With Elon Musk leading the charge, supplies are vanishing fast. Don't wait until it's out of reach.

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Markets

Another U-Turn: Trump reverses tariffs that caused market meltdown, but companies remain bewildered

President Donald Trump delivered another jarring reversal in American trade policy Wednesday, suspending for 90 days import taxes he’d imposed barely 13 hours earlier on dozens of countries while escalating his trade war with China

Read the Full Story

Markets

Is Microsoft Stock Too Cheap to Ignore After Its Latest Drop?

Microsoft Corporation (NASDAQ: MSFT) was already down about 9% for the year. So shareholders can’t be too scared of the additional sell-off in MSFT stock since the Trump tariff policy caused the markets to swoon. However, with the stock trading near its 52-week low and at a level not seen si...

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From Our Partners

This Phone Pays People For Using It

While other cell phone carriers are always looking for ways to squeeze every last penny out of their customers, my company pays users for the 40 hours a week they are using smartphone apps, listening to music, and watching videos online with their phones.

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Markets

Trump's 'buy' tip on social media before his tariffs pause made money for investors who listened

When Donald Trump offered some financial advice Wednesday morning, stocks were wavering between gains and losses.But that was about to change. “THIS IS A GREAT TIME TO BUY!!! DJT,” he wrote on his social media platform Truth Social at 9:37 a.m.Less than four hours later, Trump announced a 90-day pau...

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Markets

Are Tariffs Threatening Disney’s Comeback Story?

President Trump shocked the markets and its constituents with his “Liberation Day” tariffs. His intent of promoting his America First initiative, reviving the nation's manufacturing industry and lowering trade deficits, was overshadowed by the worst two-day stock market decline in histor...

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Markets

3 Biopharmaceutical Stocks Bucking the Sell-Off

With tariffs sending markets reeling in the first days of the second quarter—the S&P 500 dropped roughly 10% in the five trading periods through Apr. 7, 2025—investors with cash to spend might be looking for an opportunity. While it's true that some of the biggest firms in the worl...

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Markets

Is Alphabet a Generational Buying Opportunity at These Levels?

Alongside the broader market sell-off, shares of Alphabet (NASDAQ: GOOGL), Google's parent company, have taken a sharp hit in 2025. As of Tuesday’s close, the tech giant has dropped around 23.5% year-to-date and now sits more than 30% below its 52-week high, firmly in bear market territory...

Read the Full Story

Markets

House votes to overturn Biden-era rule limiting bank overdraft fees to $5, sends to Trump to sign

The House has voted to overturn a rule that would have limited bank overdraft fees to $5, following the Senate in moving to dismantle the Biden-era regulation that the Consumer Financial Protection Bureau had estimated would save consumers billions of dollars

Read the Full Story

Thursday's Early Bird Stock Of The Day

A Stock With Recent Earnings Beat:Realty Income (NYSE:O)

Realty Income

Realty Income, The Monthly Dividend Company, is an S&P 500 company and member of the S&P 500 Dividend Aristocrats index. We invest in people and places to deliver dependable monthly dividends that increase over time. The company is structured as a real estate investment trust ("REIT"), and its monthly dividends are supported by the cash flow from over 15,450 real estate properties (including properties acquired in the Spirit merger in January 2024) primarily owned under long-term net lease agreements with commercial clients. To date, the company has declared 644 consecutive monthly dividends on its shares of common stock throughout its 55-year operating history and increased the dividend 123 times since Realty Income's public listing in 1994 (NYSE: O).

Should I Buy Realty Income Stock? O Bull and Bear Case Explained

These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of Realty Income was last updated on Sunday, May 04, 2025 at 6:38 PM.

Realty Income Bull Case

  • The current stock price is around $57, which may present a buying opportunity for investors looking for value in the real estate sector.
  • Realty Income Co. has a strong market capitalization of over $50 billion, indicating a robust presence in the market and potential for stability.
  • Recent earnings reports show that the company generated revenue of $1.34 billion, exceeding analyst expectations, which reflects strong operational performance.
  • Institutional investors and hedge funds own over 70% of Realty Income Co.'s stock, suggesting confidence from large financial entities in the company's future prospects.
  • The company has a history of consistent dividend payments, which can provide a reliable income stream for investors seeking regular returns.

Realty Income Bear Case

  • The stock has recently experienced a slight decline, trading down about 0.2%, which may indicate short-term volatility.
  • Analysts have mixed ratings on the stock, with several downgrading their target prices, which could signal uncertainty about future performance.
  • The company's P/E ratio is relatively high, suggesting that the stock may be overvalued compared to its earnings, which could deter value-focused investors.
  • Realty Income Co. reported earnings per share (EPS) of $1.05, slightly missing consensus estimates, which may raise concerns about its growth trajectory.
  • The real estate sector can be sensitive to economic fluctuations, and any downturn could impact Realty Income Co.'s performance and dividend sustainability.
View Today's Stock Pick

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