Good MorningThe rate-cut debate is heating up, but the Fed keeps tamping down September euphoria. Powell’s Jackson Hole remarks and the minutes reinforced a proceed carefully, data-dependent stance, even as futures now price a high chance of a September cut and multiple moves by year-end. This week’s catalysts—New Home Sales, Durable Goods, GDP revisions, jobless claims, and Friday’s PCE (the Fed’s preferred gauge)—will set the path from here.
Markets look constructive but headline-sensitive. NVIDIA reports Wednesday after the bell; a strong print and guide could keep risk appetite intact even if cut odds wobble, while a miss would amplify volatility into PCE. At the end of the day, we're taking a cautious, bullish approach heading into mid-week, with a quick exit strategy in place if the macro environment shifts toward hawkishness—keep an eye on the mega-cap leaders, semiconductors, and the VIX for any signs. Featured: Sell these "safe" blue chips immediately (Ad) 
|
Consumer Discretionary | |
Retail stocks' earnings season has started, and one theme investors will hear repeatedly is the state of the consumer. The Federal Reserve’s campaign to raise interest rates has widened the gap between low- and middle-income consumers and high-income consumers.
That gap is reflected in unev... Read the Full Story |
|
From Our Partners | | Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief.
It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live. | | Watch the full story and see the verified track record for yourself |
|
Communication Services | |
Since it began trading under its new name on August 7, shares of Paramount Skydance (NASDAQ: PSKY) have put on an impressive showing. As of the August 18 close, shares are up 15%. The new company is looking to reinvent the traditional media giant with a tech-centric approach.
However, there is ... Read the Full Story |
|
Industrials | |
With a market capitalization of just under $2 billion, V2X Inc. (NYSE: VVX) is a fraction of the size of larger peers in the defense contractor space like Lockheed Martin Corp. (NYSE: LMT) and RTX Corp. (NYSE: RTX). In an environment that is highly favorable to defense firms more broadly, invest... Read the Full Story |
|
From Our Partners | | Moderna's stock doubled in a single day after its cancer vaccine hit key Phase 3 goals, and Merck jumped too. But according to a former Steve Cohen fund manager, the next big opportunity is not Moderna or Merck.
It is a different kind of company tied to a technology already backed by Elon Musk, Sam Altman, Jeff Bezos, and Peter Thiel. Nvidia's Jensen Huang says it will have a dramatic impact on daily life, while Anthropic's CEO believes it could unlock a century of medical progress in just ten years.
Nature Magazine estimates its potential value at $367 trillion globally, and it is already rolling out across the United States. | | Click here to learn about this new era of medical technology |
|
Markets | |
Investors have grown used to looking at the market through a single lens, usually the S&P 500 or the Nasdaq-100 index. But those indices are only benchmarks. And like any benchmark, they need to be measured against others to uncover where the real opportunities lie.
It’s like saying b... Read the Full Story |
|
Communication Services | |
Are you a recovering Zillow investor? Don’t worry, you aren’t alone. Millions of Americans got hooked on the intuitive real estate app during the COVID-19 pandemic. With interest rates near zero, housing prices soaring, and baseball season postponed, checking your home value became t... Read the Full Story |
|
From Our Partners | | Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required.
Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away. | | Discover the gold income fund before the next payout date |
|
Consumer Discretionary | |
Most investors believe that a diversified portfolio is simply buying an index fund or spreading their investments across different industries within the United States, which is only halfway true. True diversification, as described by one of the most successful macro investors in the world, Ray Dal... Read the Full Story |
|
Technology | |
Workday (NASDAQ: WDAY) stock price action has struggled to maintain traction in 2025, but the worst that can be said is that caution has crept into the outlook. Aside from the fear of slowing growth, this company continues to perform at a high level, outpacing consensus estimates while it double... Read the Full Story |
|
Consumer Discretionary | |
Royal Caribbean Group (NYSE: RCL) has charted a course straight into investors' favor, emerging as a top performer with a stock appreciation that has significantly outpaced the broader market.
This powerful rally is not a product of speculation but instead is firmly anchored in record-breaking ... Read the Full Story |
|
Communication Services | |
Alphabet (NASDAQ: GOOGL) hasn’t enjoyed the same spotlight as its Magnificent Seven peers for much of this year. While the broader market and other mega-cap tech names sprinted ahead in the first half, GOOGL spent that time lagging. But the tide appears to be shifting.
The stock is up mo... Read the Full Story |
|
Consumer Discretionary | |
TJX Companies (NYSE: TJX) stock price action following the Q2 earnings release is mixed, suggesting it could be time to sell this stock, but all other indications disagree. The chart price action includes a significant pre-market surge, a gap higher, and a subsequent intraday sell-off that left ... Read the Full Story |
|
Monday's Early Bird Stock Of The Day Tempus AI Inc. is a technology company advancing precision medicine through the practical application of artificial intelligence principally in healthcare. The company provides AI-enabled precision medicine solutions to physicians to deliver personalized patient care and in parallel facilitates discovery, development and delivery of optimal therapeutics. Tempus AI Inc. is based in CHICAGO. | | View Today's Stock Pick |
|
