Good MorningEquity markets continued to rebound on Tuesday with the S&P 500 advancing more than 1% at the session's high. The move was led by tech stocks, including NVIDIA, which got a boost from the Trump administration. President Trump paved the way for NVIDIA to supply the Saudis with advanced AI technology, including the most advanced chips. The implication for NVIDIA is a billion-dollar boost to the current year and subsequent years' earnings outlook. The takeaway for investors is that the sentiment is brightening, and a 25% to 50% upside is possible before the year's end.
The CPI report also aided the updraft on Tuesday. The CPI shows headline inflation subsiding quicker than expected, putting the FOMC on track to cut rates this year. The question for traders and investors is when the first cut will come, and how deeply the committee will cut by year's end.
Featured: How Exec Order 14179 Could Change Social Security Forever (Stansberry Research) 
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The S&P 500 index is now celebrating a recovery of 20% since the lows it had made during so-called “Liberation Day,” when President Trump rolled out the first round of trade tariffs with virtually every major trading partner dealing with the United States, creating major volatility... 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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The financial markets have been in turmoil for the past month, filled with uncertainty and volatility. President Trump's recently rolled out trade tariffs made it hard for many businesses to project their new order schedules and potential demand cycles down the line, a natural reaction to the sudd... Read the Full Story |
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Markets | | Asian shares were mostly higher Wednesday as a cautious sense of relief spread through regional markets after the U.S. and China agreed to a 90-day pause in their trade war.Japan's benchmark Nikkei 225 lost 0.2% in afternoon trading to 38,126.93. Australia's S&P/ASX 200 rose 0.1% to 8,273.60. S... Read the Full Story |
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NVIDIA’s (NASDAQ: NVDA) stock price is melting up and can extend the move to lofty levels. While little has been confirmed, easing trade tensions with China, reduced semiconductor restrictions on Arab nations, and improving economic conditions point to an improved outlook for sales and mar... Read the Full Story |
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Internet retail giant eBay Inc. (NASDAQ: EBAY) has quietly delivered strong returns in 2025, even as many peers and broader indices have stumbled.
While the stock is up close to 12% year-to-date (YTD), easily outperforming its sector and the broader market, it remains under the r... Read the Full Story |
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NuScale Power’s (NYSE: SMR) stock price rebounded following the deep correction posted since late 2024. The rebound has gained traction following the Q1 release and business update, which included numerous positive advances. Among the critical details are supply chain improvements, advance... Read the Full Story |
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Markets | | Republicans in Congress are moving with rapid speed to advance President Donald Trump's big bill of tax breaks, spending cuts and beefed-up border security funding as leaders work to enact many of his campaign promises. House committees have been laboring for months to draft the legislation, which R... Read the Full Story |
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Markets | | Russia’s economy is under growing strain as its invasion of Ukraine drags on and Western sanctions are undermining President Vladimir Putin’s ability to sustain his war, a leading European economist said after briefing finance ministers on Tuesday.The economist, Torbjörn Becker, Director of the Stoc... Read the Full Story |
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Markets | | California's top insurance regulator said Tuesday that State Farm can soon start raising premiums by 17% for all of its home insurance customers in the state to help the insurer rebuild its capital following the Los Angeles wildfires. State Farm has argued the emergency rate hikes are necessary to h... Read the Full Story |
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Markets | | President Donald Trump on Tuesday held out Saudi Arabia as a model for a reimagined Middle East, using the first major foreign trip of his term to emphasize the promise of economic prosperity over instability in a region reeling from multiple wars.Offering partnership to longtime foes, Trump said he... Read the Full Story |
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Wednesday's Early Bird Stock Of The Day Cleveland-Cliffs is the largest flat-rolled steel company and the largest iron ore pellet producer in North America. The company is vertically integrated from mining through iron making, steelmaking, rolling, finishing and downstream with hot and cold stamping of steel parts and components. The company was formerly known as Cliffs Natural Resources Inc. and changed its name to Cleveland-Cliffs Inc. in August 2017. Cleveland-Cliffs Inc. was founded in 1847 and is headquartered in Cleveland, Ohio. | Should I Buy Cleveland-Cliffs Stock? CLF 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 Cleveland-Cliffs was last updated on Wednesday, May 14, 2025 at 1:05 AM.
Cleveland-Cliffs Bull Case -
Cleveland-Cliffs Inc. is the largest flat-rolled steel company and iron ore pellet producer in North America, providing a strong market position that can lead to stable revenue streams.
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The company has a vertically integrated business model, which allows for better control over production costs and quality, potentially leading to higher profit margins.
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Recent stock performance shows Cleveland-Cliffs Inc. trading at a competitive price, making it an attractive option for investors looking for value in the steel and mining sector.
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With ongoing investments in technology and production efficiency, Cleveland-Cliffs Inc. is positioned to capitalize on increasing demand for steel in various industries, including construction and automotive.
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The company has a long history of operations since 1847, which reflects its resilience and ability to adapt to market changes over time.
Cleveland-Cliffs Bear Case -
The steel industry is highly cyclical, and fluctuations in demand can significantly impact Cleveland-Cliffs Inc.'s profitability, making it a risky investment during economic downturns.
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Increased competition from both domestic and international steel producers could pressure pricing and market share, potentially affecting the company's financial performance.
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Environmental regulations and sustainability concerns are becoming more stringent, which could lead to increased operational costs for Cleveland-Cliffs Inc. as it adapts to comply with new standards.
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Market volatility can affect stock prices, and investors may experience significant fluctuations in their investment value, particularly in a sector as dynamic as metal mining.
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Dependence on the automotive and construction industries means that any downturn in these sectors could adversely affect Cleveland-Cliffs Inc.'s sales and profitability.
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