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: MindWalk Holdings Pushes AI Into Pharma Research (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 | | The 401(k) transformed how Americans save for retirement. Now analyst Marc Chaikin is asking what comes next.
His answer is the 401(ai) approach, a new way to think about building long-term wealth using artificial intelligence. | | Click here to see how the 401ai approach works |
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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 | | 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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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 | | Keith Kaplan has invested $17 million into his own AI research tools, building a platform now used by 180,000 people worldwide.
His system has flagged a handful of stocks worth watching ahead of October 31st.
See which stocks his AI research platform is flagging right now. | | See which stocks his AI research platform is flagging 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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