Good MorningU.S. equities climbed broadly on Thursday as high-profile catalysts powered gains in cyclical and defensive sectors. Lithium Americas rocketed nearly 90% after President Trump’s administration signaled a direct stake in the rare‐earth miner, sending other battery‐metal names higher amid growing strategic focus on supply chains.
Airline stocks continued their post-rate-cut momentum, with transportation ETFs up sharply. The Commerce Department’s upward revision to a 3.8% annualized gain in second-quarter GDP reinforced hopes that the economic expansion remains on track.
Consumer staples also saw pockets of strength, led by CVS Health, surging to fresh year-highs after reporting better-than-expected revenues and reaffirming its robust dividend policy.
Yet the broader market showed signs of profit-taking elsewhere, most notably in Big Tech, as Amazon disclosed a historic $2.5 billion settlement with the FTC over Prime enrollment practices. That news and lingering concerns about regulatory scrutiny lent a cautious tone to the sector despite benchmarks still hovering near record levels.
Featured: SAGA Metals nears a key milestone in critical minerals race (Ad) 
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Consumer Discretionary | |
It may not be 2020, but it may start to feel like it for some companies, at least a little. Recreational vehicle (RV) manufacturers had a strong backlog on their order books as social distancing and remote work made mobile homes attractive options. Interest rates between 0% and 0.25% added fuel to... 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 | |
Alphabet (NASDAQ: GOOGL) has staged one of the most impressive rebounds in the market this year. After lagging behind many of its tech peers and broader indexes for much of the first half of 2024, the stock has flipped the script. Today, GOOGL is up 76% from its 52-week low, 45% over the past qu... Read the Full Story |
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Consumer Staples | |
It’s no surprise that The Hershey Company (NYSE: HSY) and Mondelez International (NASDAQ: MDLZ) are lagging the broader market in 2025. However, it’s worth noting that Hershey stock has outperformed Mondelez nearly 2:1 this year. This comes despite rising cocoa prices that impact both ... 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 Discretionary | |
THOR Industries (NYSE: THO) is poised to reach new stock price highs by early 2026. The company’s business is stable, growth is possible over the next 12 months, and there is potential for a strengthening market and outperformance relative to the company's guidance. The FOMC’s shift ... Read the Full Story |
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Industrials | |
Cintas' (NASDAQ: CTAS) price action confirmed that its stock is a buy in September. The price action pulled back early in the month as part of a larger, long-term consolidation associated with post-stock-split activity. It confirmed a critical level later in the month, following the FQ1 earnings... Read the Full Story |
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From Our Partners | | Lance Ippolito spent nearly two decades trading the markets, appearing on MoneyShow, Cheddar TV, CNN Money, and MarketBeat.
His free guide, Options Trading Explained, covers two tickers pros call their secret weapon, Wall Street's daily hidden edge, and a strategy that targets payouts around 4 PM ET.
It also explains how to avoid overnight risk when trading options. | | Download your free options trading guide now |
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Consumer Discretionary | |
KB Home (NYSE: KBH) faces headwinds, but forces will drive its share price higher over the next twelve months. These include robust cash flow, capital return, and a strategy shift aimed at improving margin.
The strategy shift seeks to enhance the build-to-order mix, reducing the company’s ... Read the Full Story |
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Technology | |
Micron’s (NASDAQ: MU) stock price rally is not over. The move is fundamentally driven by AI and its impact on revenue and Micron’s position in the global semiconductor industry. The move is technically driven by forces rooted in the DotCom bubble of 1999/2000 and can easily reach the... Read the Full Story |
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Technology | |
SoundHound AI Inc. (NASDAQ: SOUN) finds itself in the spotlight after unusual options activity.
In mid‑September, SOUN options trading volumen has surged well above normal levels, with traders buying 285,314 call options. This represents a 106.1% increase over the stock’s average volume ... Read the Full Story |
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Healthcare | |
One of the best ways for any investor to lock in additional portfolio upside is to start exploring areas where few others are willing to venture, especially when those are the least popular ones in the entire market.
In the consumer staples sector, one company (usually a quiet one) is starting... Read the Full Story |
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Materials | |
Shares of Lithium Americas Inc. (NYSE: LAC) jumped by just over 90% in a single day, a reaction that came after President Trump announced that the United States government would be taking a stake in the company. The rare earth metals supply worldwide is becoming a major focus point in the curren... Read the Full Story |
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Friday's Early Bird Stock Of The Day GE Vernova LLC, an energy business company, generates electricity. It operates under three segments: Power, Wind, and Electrification. The Power segments generates and sells electricity through hydro, gas, nuclear, and steam power. Wind segment engages in the manufacturing and sale of wind turbine blades; and Electrification segment provides grid solutions, power conversion, solar, and storage solutions. The company was incorporated in 2023 and is based in Cambridge, Massachusetts. | | View Today's Stock Pick |
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