Good MorningThe equity market bounced back strongly on Monday after news that the U.S. and China had reached the early stages of a trade agreement. The news that reciprocal tariffs would be postponed for another 90 days sent ripples of relief through an overstressed market, and the S&P up by more than 3%. The takeaway for investors is that the market is moving past peak fear and into the tariff end-game, which will bring a certain amount of certainty back to the investment world.
Another critical takeaway is that, with the tariff threat diminished, the FOMC will have an easier time making the first interest rate cut of the year. The CPI report will drive Tuesday's action, which is expected to show inflation cooling. If inflation cools more than expected, the market rally could accelerate on hopes the FOMC will cut rates at the next meeting or at least before the end of summer. Featured: MindWalk Holdings Pushes AI Into Pharma Research (Ad) 
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Consumer Discretionary | |
DraftKings' (NASDAQ: DKNG) price action hit a 9-month low in early Q2 due to unfounded fears of weakening business in Q1. However, it is now in an updraft that can take it to a multi-year high by the end of 2025. The reason is that the results remain strong, the company continues to build leverage... Read the Full Story |
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From Our Partners | | In 1974, a quiet deal between Henry Kissinger and the Saudis reshaped America's monetary order overnight, with no announcement and no vote in Congress.
Decades later, the dollar had lost more than 84% of its purchasing power even as millionaire ranks surged into the millions.
Financial reporter Kimi Weintraub sits down to explore a new, largely unnoticed shift in America's monetary system, one tied to executive orders and a reported 13-nation agreement. | | Watch the full interview before the December 14 Miami summit |
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Consumer Discretionary | |
Tech giant Amazon.com Inc's (NASDAQ: AMZN) shares surged 8% on Monday, hitting their highest level since March and continuing a sharp rebound off the April lows. The stock is now up nearly 30% in just a few weeks and has reclaimed the $200 level—a threshold that's quickly looking like it m... Read the Full Story |
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Technology | |
In its most recent earnings report, Palantir Technologies Inc. (NASDAQ: PLTR) announced that it had signed 139 deals valued at least $1 million. That wasn’t surprising to long-term investors. In its last quarter, Palantir seemed to sign a new deal every other day.
That momentum has contin... Read the Full Story |
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From Our Partners | | Barrick Mining has spent decades building one of the world's great gold districts in Nevada, anchored by Fourmile, Goldrush, and Cortez Hills, a region that could hold as much as 60 million ounces of gold.
Bordering Fourmile and less than a mile from Goldrush sits a little-known explorer now moving from historical data toward active exploration, setting targets and preparing for a maiden drilling program.
With gold trading near record highs, this could be a pivotal stage for an overlooked name in the district. | | See why this overlooked gold explorer could be entering its most important stage |
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Consumer Discretionary | |
Even with President Trump reaching a breakthrough trade deal with China, many companies haven’t been able to avoid the sting of tariffs. One of the industries that has the most focus is automakers. This is because tariffs specifically affect physical goods rather than services.
For an indus... Read the Full Story |
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Consumer Discretionary | |
Finding a stock that is well-regarded by the market is simple enough; investors can judge the initial sentiment gauge by how the company in question has traded recently, as price action usually tells a deeper story when outperformance has been the norm. Then comes the buying from broader market pa... Read the Full Story |
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From Our Partners | | When Moonshot AI's new model rattled overnight markets, stocks gapped down 1 percent before the open, and history shows the story doesn't end there.
Between 9 30 and 9 50 AM, Wall Street settles nearly 25 percent of the day's total volume in a single 20 minute window, often revealing market direction for the rest of the morning.
A former money manager breaks down the floor data behind this pattern, including a June 25th session where inflation surged past 4 percent and the market moved just 0.3 percent afterward. | | Watch the full video breakdown before access is taken down |
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Energy | |
There are some uncommon ways to time the financial markets. Still, when these signs show up, investors can gain an unfair advantage over most other participants if they know what to look for and how to read them. The latest sign of potential opportunity comes from the energy sector, specifically i... Read the Full Story |
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Materials | |
The stock market is usually a pretty efficient mechanism for pricing in an economy's future expectations. In the case of the S&P 500, its mere size and liquidity usually give investors a pretty good gauge of where the future of the United States economy might be headed. However, occasionally, ... Read the Full Story |
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Technology | |
Trading around or near the time of a company’s quarterly earnings can be daunting, since volatility is usually near the top of the range during the days leading up to and right after the announcements are made. However, some swings take place during this short period, giving investors the ra... Read the Full Story |
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Consumer Discretionary | |
The stock market is often filled with noise and misleading signals that can lead investors to take risks based on shaky assumptions. But occasionally, a signal provides an early warning, giving attentive investors a chance to act before opportunities become widely recognized and priced in.When t... Read the Full Story |
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Markets | |
After reaching a multi-year low in early April amid the tariff-related market selloff, the Technology Select Sector SPDR Fund (NYSEARCA: XLK) has recovered some ground as of mid-May. However, the tech sector as represented by this benchmark fund is still experiencing a lackluster start to the year... Read the Full Story |
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Tuesday's Early Bird Stock Of The Day BYD Company Limited, together with its subsidiaries, engages in automobiles and batteries business in the People's Republic of China, Hong Kong, Macau, Taiwan, and internationally. The company operates in two segments: Mobile Handset Components, Assembly Service and Other Products; and Automobiles and Related Products and Other Products. The Mobile Handset Components, Assembly Service and Other Products segment manufactures and sells mobile handset components, such as housings and electronic components; and offers assembly services. The Automobiles and Related Products and Other Products segment is involved in the manufacturing and sale of automobiles, and auto-related molds and components; rail transport and related business; and provision of automobile leasing and after sales services, automobile power batteries, lithium-ion batteries, photovoltaic, and iron battery products. The company develops urban rail transportation business. BYD Company Limited was founded in 1995 and is headquartered in Shenzhen, China. | | View Today's Stock Pick |
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