Good MorningThe S&P 500 was treading water last week as market participants weighed the underlying economic fundamentals against the as-yet unquantifiable impact of tariffs. It is widely accepted that tariffs will impact inflation, but the question is how much and for how long they will impact it. If inflation spikes significantly and/or lingers, the odds of the FOMC cutting interest rates without a recession are low. In this scenario, the United States will enter a period of the much-dreaded stagflation, and returns on equities will become tepid.
Next week's hurdles include a key economic report on inflation. The CPI data is expected to show inflation cooling and could decline sharply. The problem for the market is that the FOMC is unlikely to act on the data and instead will wait for additional inputs later in the year. The risk is that cool inflation in April will be the last data unaffected by tariffs, and upcoming reports will reveal hot and accelerating consumer prices. The bottom line is that uncertainty remains the only certainty for average investors, and market volatility will persist. Featured: Watch This Robotics Demo Before July 23rd (Brownstone Research) 
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Markets | | | Saudi Arabia’s state-owned oil giant Aramco posted first-quarter profits of $26 billion on Sunday, down 4.6% from the prior year as falling global oil prices undermine the kingdom’s multi-trillion-dollar development plans. Aramco, formally known as the Saudi Arabian Oil Co., had revenues of $108.1 b... Read the Full Story |
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From Our PartnersThe Department of Energy say it could power America for millions of years. And both grizzled oilmen and clean energy supporters love it: Energy Secretary Chris Wright called it "an awesome resource," while Warren Buffett, Jeff Bezos, Mark Zuckerberg, and Bill Gates are all directly invested. | | | | Here's the name of the company at the heart of it all. |
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GlobalFoundries (NASDAQ: GFS) stock hit bottom in early Q2 2025, and a rebound is coming. The protracted downtrend and move to long-term lows were driven by a sustained contraction in business that is now over. The rebound can begin because the company’s Q1 results reveal a return to growth ... Read the Full Story |
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Constellation Energy (NASDAQ: CEG) has captured significant market attention recently, as its stock has climbed by over 45% in the past month, positioning it as a top performer in the S&P 500 index.
This notable rally was a direct market response to the company's decisively reinforced strat... Read the Full Story |
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From Our PartnersPresident Trump's inner circle has a plan that could radically change how Social Security works. In fact, just days after taking office, President Trump signed Executive Order 14179 - giving his team new powers to permanently reset how many key federal agencies work. That reset is now ready to begin - and it's critical you start preparing your money immediately.
In fact, for reasons explained here, we're expecting the next huge announcement before July 22nd at the latest.
| | | | White House to reset Social Security? |
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Whenever Wall Street analysts start to take on a view on certain stocks or industries, retail investors can benefit by following the sentiment as well as attempting to reverse engineer where these opinions are coming from, so that they might also tag along in potential upside moves as long as the ... Read the Full Story |
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Markets | | | As gold prices soar to record highs resulting from global economic jitters, hundreds of thousands of U.S. dollars’ worth of gold are circulating through the doors of the St. Vincent Jewelry Center in downtown Los Angeles on any given day Read the Full Story |
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Healthcare | | |
It has been a turbulent start to the year for the healthcare industry, as concerns about major cuts to Medicare and Medicaid coincide with the impact of tariffs on supplies and many other variables. Nonetheless, healthcare stocks have fared well compared to the energy and information technology se... Read the Full Story |
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Tech | | | A global trade war is offering Puerto Rico hope as the U.S. territory attempts to strengthen its fragile economy.Government officials are jumping on planes to try and convince international companies to relocate their manufacturing plants to the island, where they would be exempt from tariffs.Any re... Read the Full Story |
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CleanSpark Inc. (NASDAQ: CLSK) is a Bitcoin mining firm with operations throughout the Southeastern and Southwestern United States. While many companies focus on cryptocurrency mining, CleanSpark's unique background, which was an energy resource firm and then a clean microgrid energy company for m... Read the Full Story |
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Markets | | | Saudi Arabia wants U.S. help developing its own civil nuclear program, and the Trump administration says it is “very excited” at the prospect. U.S.-Saudi cooperation in building reactors for nuclear power plants in the kingdom could shut the Chinese and Russians out of what could be a high-dollar pa... Read the Full Story |
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Markets | | | Saudi Arabia wants U.S. help developing its own civil nuclear program, and the Trump administration says it is “very excited” at the prospect. U.S.-Saudi cooperation in building reactors for nuclear power plants in the kingdom could shut the Chinese and Russians out of what could be a high-dollar pa... Read the Full Story |
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Monday's Early Bird Stock Of The Day The Campbell's Company, formerly known as Campbell Soup Company, together with its subsidiaries, manufactures and markets food and beverage products in the United States and internationally. The company operates through Meals & Beverages and Snacks segments. The Meals & Beverages segment engages in the retail and foodservice businesses in the United States and Canada. This segment provides Campbell's condensed and ready-to-serve soups; Swanson broth and stocks; Pacific Foods broth, soups, and non-dairy beverages; Prego pasta sauces; Pace Mexican sauces; Campbell's gravies, pasta, beans, and dinner sauces; Swanson canned poultry; V8 juices and beverages; Campbell's tomato juice; and snacking products in foodservice in Canada. The Snacks segment retails Pepperidge Farm cookies, crackers, fresh bakery, and frozen products, which include Goldfish crackers, Snyder's of Hanover pretzels, Lance sandwich crackers, Cape Cod and Kettle Brand potato chips, Late July snacks, Snack Factory pretzel crisps, Pop Secret popcorn, and other snacking products. This segment is also involved in the retail business in Latin America. It sells its products through retail food chains, mass discounters and merchandisers, club stores, convenience stores, drug stores, and dollar stores, as well as e-commerce and other retail, commercial, and non-commercial establishments, and independent contractor distributors. The company was founded in 1869 and is headquartered in Camden, New Jersey. | Should I Buy Campbell's Stock? CPB 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 Campbell's was last updated on Monday, May 12, 2025 at 1:05 AM.
Campbell's Bull Case -
The Campbell's Company has a diverse product portfolio, including popular brands like Swanson, V8, and Pepperidge Farm, which can help mitigate risks associated with market fluctuations.
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With a current stock price of $50.25, the company is positioned in a stable sector, providing essential food and beverage products that tend to maintain demand even during economic downturns.
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Insider ownership stands at 20.19%, indicating that company executives have a significant stake in its success, which can align their interests with those of shareholders.
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The company has been expanding its presence in international markets, particularly in Latin America, which could lead to increased revenue streams and growth opportunities.
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Recent innovations in product offerings, such as new flavors and healthier options, cater to changing consumer preferences, potentially driving sales growth.
Campbell's Bear Case -
The competitive landscape in the packaged foods industry is intense, with numerous players vying for market share, which could pressure profit margins.
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Fluctuations in commodity prices, such as wheat and corn, can impact production costs, potentially affecting profitability if these costs rise significantly.
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Consumer trends are shifting towards fresh and organic foods, which may challenge The Campbell's Company's traditional product lines and require adaptation to maintain market relevance.
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Recent supply chain disruptions have affected many food companies, including The Campbell's Company, which could lead to delays in product availability and impact sales.
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Market volatility can affect stock performance, and as a consumer staple, The Campbell's Company may not be immune to broader economic downturns that could impact investor sentiment.
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