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: Trump goes "all-in" on Grand Canyon energy breakthrough (Ad) 
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Markets | |
Markets go through different cycles, both taking on uptrends and downtrends as money needs to exchange hands from sellers to buyers and vice versa. However, there is another cycle that needs to be considered by both investors and traders, and this is the one that can often define the fate of portf... Read the Full Story |
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From Our Partners | | Palantir, Micron and SanDisk show how fast a stock can become the trade everyone suddenly wants. That's often when investors make their costliest mistake: arriving after the easy part of the move is gone.
A new premium eBook flags 7 stocks that may be worth knowing about before the broader crowd catches on. You don't need to buy any of them - just knowing what's quietly gaining attention can be useful. | | See the 7 stocks on the watchlist while it's still free |
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Utilities | |
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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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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From Our Partners | | Matt Monaco started with a $2,000 trading account and no clear strategy. After two years of trial and error, he crossed $1 million in 2020.
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Technology | |
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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Consumer Discretionary | |
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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From Our Partners | | AI is expanding beyond software into robots, factories, vehicles, and intelligent machines. That shift could create a new group of market leaders before most investors notice.
A complimentary report, 5 Stocks Powering the Physical AI Revolution, identifies five companies positioned at the center of this shift, along with the technologies, growth drivers, and risks to understand. | | Get your free copy before physical AI becomes Wall Street's next crowded trade |
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Technology | |
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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Communication Services | | Google made several headlines related to artificial intelligence (AI) this week. And, despite the stock’s performance, not all were negative.
Of course, the news of search losing preference to AI chatbots like ChatGPT amongst iPhone users grabbed the top story, and the Department of Justice ... Read the Full Story |
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Technology | |
The state of the technology sector has been volatile, to say the least. President Trump's recent rollout of trade tariffs has spread uncertainty in the broader financial markets, making it harder for companies to implement their budget plans and new order schedules. However, a new development in t... Read the Full Story |
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Communication Services | |
Meta Platforms (NASDAQ: META) rewarded investors with another strong post-earnings gain on May 1. Shares rose over 4% after the release, and the company’s results extended its streak of beating expectations. Meta has now beaten Wall Street's sales estimates for 11 straight quarters.
It al... Read the Full Story |
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Markets | |
The well-known market adage "Sell in May and Go Away" advises investors to exit equity markets during a historically underperforming six-month period beginning in May. However, for 2025, many market strategists recommend a more flexible strategy. They argue that current unique market conditions, s... 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. | | View Today's Stock Pick |
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