Good MorningTwo weeks from now, the Fed meets, and markets are already winding up. The S&P 500 looks bullish, the VIX is near its lows, and investors are betting on a 25-basis-point rate cut. According to the CME’s FedWatch Tool, odds for a cut sit near 87%, but cracks are forming—recent economic data hasn’t shown a clear need for easier policy.
The big risk? A reality check. If labor and inflation data stay hot, expectations for cuts may keep falling, and that repricing could shake stocks ahead of the meeting. Still, the economy remains strong—GDP is firm, jobless claims are low, and consumer spending is healthy. That leaves the door open for a one-and-done cut, with markets ready to run higher if the Fed gives the green light.
With earnings season mostly behind us, the next two weeks are all about data—and it will set the tone for September’s FOMC decision. Featured: 120 days remain before new defense mineral rules take effect (Ad) 
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Consumer Discretionary | |
As tariff negotiations continue, most investors will likely refresh their Twitter feeds daily to see what President Trump is shifting to next. While this is great for traders who make up most of the stock market's caffeine intake, some simply don’t have the time (or stomach) to handle this m... Read the Full Story |
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From Our Partners | | Barrick Mining has spent decades building one of Nevada's richest gold districts, anchored by Fourmile, Goldrush, and Cortez Hills, deposits that could hold up to 60 million ounces of gold.
One overlooked explorer controls 142 claims bordering Fourmile and sitting less than a mile from Goldrush. New geological modeling aims to reveal what's beneath this largely untested ground, while a planned 5% royalty spin-off could give shareholders a separate stake in the project. | | Read the full report before the next catalyst hits |
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Communication Services | |
If you thought Spotify Technology (NYSE: SPOT) was the best-performing music streaming stock of 2025, think again. Spotify’s performance has been impressive, with the stock up nearly 54% year-to-date.
However, that return pales compared to Tencent Music Entertainment Group (NYSE: TME), a... Read the Full Story |
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Consumer Discretionary | |
It’s become a predictable pattern. DICK’s Sporting Goods, Inc. (NYSE: DKS) delivered a solid earnings report, but the stock is down following the report. In this case, DKS stock was down 3.79% in midday trading on Thursday.
That’s off its session lows but still reflects the we... Read the Full Story |
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From Our Partners | | A new tool called Oracle tracks insider bets hidden in the predictions market, flagging which stocks and options could be affected.
During beta testing, Oracle identified notable short-term moves including USO up 39% in four days, PLTR up 43% in a day, and WEN up 67% in two days, all through a regular brokerage account.
See how Oracle spots these hidden insider bets before they make headlines. | | Get free access to Oracle and see the data now |
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Industrials | |
Shares of Cummins Inc. (NYSE: CMI) stock are up nearly 12% in August following the company’s second-quarter earnings report. The company delivered a beat on the top and bottom lines. The strong headline numbers would appear reassuring to investors concerned about Cummins’ durability ... Read the Full Story |
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Industrials | |
Despite a tumultuous several months for the market overall, the industrials sector has fared quite well. The Industrial Select Sector SPDR Fund (NYSEARCA: XLI), an exchange-traded fund (ETF) that benchmarks the sector and holds around 80 of the most prominent names in the industrials sphere, has c... Read the Full Story |
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From Our Partners | | Trader Chris Pulver says a new SEC document dropping the day-trading limit to $2,000 has created the biggest retail opportunity he has seen in over 30 years.
His strategy targets what he calls Flashpoints - moments when market makers must move billions of dollars on the S-P 500 in a narrow window. Research shows one recent signal would have returned 83.7% in 36 minutes and another 62.8% in 51 minutes.
Lance Ippolito flew to Utah for a full breakdown of the method. | | Tap here to see the complete Flashpoint trading breakdown now |
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Consumer Staples | |
When a stock performs strongly, it often means that the fundamentals of a company’s business are moving in the right direction. Unwarranted hype or speculative trading can drive rallies as well, but these tend to be exceptions rather than the rule. One way to tell that strong fundamentals dr... Read the Full Story |
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Industrials | |
Tech advisory firm Gartner Inc. (NYSE: IT) has had a rough couple of months. Having hit an all-time high back in February, they’ve shown just how bad things can get when sentiment changes. Shares are down close to 60% from that peak, including a 27% slide this month, following the company&... Read the Full Story |
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Technology | |
Microsoft Corporation (NASDAQ: MSFT) is one of the Magnificent Seven stocks that continues to outperform the NASDAQ in 2025. As of Aug. 27, MSFT stock is up 18.6% in 2025, outpacing the tech index, which has an 11.9% gain.
Microsoft is at the forefront of many of the fastest-growing sectors wit... Read the Full Story |
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Consumer Discretionary | |
Ollie’s Bargain Outlet Holdings (NASDAQ: OLLI) is not a cheap stock, trading at approximately 40x its current year’s earnings forecast, but this market is pricing in growth. The growth pace forecasted by analysts places this stock in the low teens relative to its 2035 consensus, whic... Read the Full Story |
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Consumer Staples | |
Sometimes, the market thinks it has superior judgment over the people in charge of running a company. After all, most shareholders and stock participants can’t see past the next quarterly earnings report, significantly pressuring and limiting a management team from truly achieving long-ter... Read the Full Story |
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Monday's Early Bird Stock Of The Day Navitas Semiconductor Corporation designs, develops, and markets gallium nitride power integrated circuits, silicon carbide, associated high-speed silicon system controllers, and digital isolators used in power conversion and charging. The company's products are used in mobile, consumer, data center, solar, electric vehicle, industrial motor drive, smart grid, and transportation applications. It operates in the United States, Europe, China, rest of Asia, and internationally. The company was founded in 2013 and is based in Torrance, California. | | View Today's Stock Pick |
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