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: Elon Musk Called a Total Fraud in 2018 - Here's What Changed (Ad) 
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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 |
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From Our Partners | | Jeff Brown, founder and CEO of Brownstone Research, says he has uncovered what he calls one of the biggest discoveries of his career tied to the ongoing AI boom.
Brown is pointing to a key date, October 20, and is highlighting five AI-related opportunities outside the traditional stock market that most investors have never heard of. | | Click here to see the full research before October 20 |
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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 |
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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 |
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From Our Partners | | Jeff Brown, the analyst who flagged Bitcoin, Tesla, and Nvidia early, is tracking Elon Musk's next move. He points to a new AI project tied to Musk's Cybercab reveal.
Brown says Musk has opened major investment windows before, with PayPal, Tesla, and SpaceX marking milestones in tech history. He believes a fourth may open by October 30. | | See Jeff Brown's full analysis on Musk's new AI project |
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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 |
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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 |
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From Our Partners | | MindWalk Holdings (NASDAQ: HYFT) is applying AI to drug discovery, and its customer base already includes 19 of the top 20 global pharmaceutical companies.
The company's HYFT technology maps roughly 660 million biological patterns and 25 billion relationships. Q1 fiscal 2027 revenue hit $3.8 million, with gross margin improving to 59 percent in its fifth consecutive quarter of year-over-year growth.
A new OpenFold3 deployment delivered about 5x faster antibody-antigen inference, and a $30 million revolving credit line, free of warrants or equity conversion, adds fuel for expansion. | | Take a closer look at HYFT before AI reshapes drug discovery. |
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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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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