Good MorningLast week offered no surprises to alter the market’s bullish tone. Tariffs remain in place but largely discounted, inflation data stayed contained, and the Fed signaled a steady, data-driven approach. The S&P 500 held its uptrend toward the 7,400 target, with any correction expected to be shallow and likely a buying opportunity before year-end.
Technology remained the key driver, though leadership shifted as NVIDIA (NASDAQ: NVDA) flattened while Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOGL), Oracle (NASDAQ: ORCL), Broadcom (NASDAQ: AVGO), and ServiceNow (NYSE: NOW) carried gains. Oracle led with a 20% surge, underscoring its growing AI role.
Economic reports were broadly positive. Q2 GDP was revised to 3.8%, PMI data showed expansion, Durable Goods Orders rose 2.9%, and housing activity improved.
Jobless claims fell to 218,000, reinforcing labor market strength. PCE inflation rose just 0.1%, with core holding at 2.9%, supporting a moderate pace of Fed rate cuts. Markets now price in at least one more cut this year.
This week, attention turns to September labor data and early earnings. Reports from Paychex (NASDAQ: PAYX), Lamb Weston (NYSE: LW), and Nike (NYSE: NKE) will test sentiment, while fresh economic data could confirm the economy’s surprising resilience. Featured: The Calm Before the Rotation — What’s Quietly Building Now (Stock Wire News) (Ad) 
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Technology | |
SoundHound’s (NASDAQ: SOUN) share price advanced by more than 10% on September 23rd to set a fresh long-term high and potentially break the market out of its trading range. The implication of this move is significant because it opens the door to a larger movement that includes a retest of ... Read the Full Story |
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From Our Partners | | Major banks have slashed their gold price targets - Morgan Stanley to $4450, JPMorgan to $4500 - after predicting $6000 gold earlier this year.
Ross Givens, a former Wall Street insider, says bank targets tend to follow price rather than lead it. He still expects gold to reach $10000 an ounce this cycle.
Givens points to a backdoor asset that gained 846%, 1668%, and 1915% in the last gold cycle. | | See the trade Ross Givens recommends for this gold cycle now |
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Finance | |
Klarna Group (NYSE: KLAR) began publicly trading on Sept. 10. Klarna is a global payment provider specializing in buy now, pay later (BNPL) solutions for consumers. Like many stocks that go public, KLAR stock has been volatile. After closing its first day of trading at $49.48, the stock has drop... Read the Full Story |
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Technology | |
A recent jump in Teradyne's (NASDAQ: TER) stock, which saw it climb over 12% in a single trading session, has caught the market's attention. Such a move is significant for a company with a market capitalization of $21 billion.
It begs the question: Why is a company specializing in semiconductor... 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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Communication Services | |
Meta Platforms (NASDAQ: META) recently held one of its biggest events each year: Meta Connect. At this event, the company takes the opportunity to unveil its latest innovations when it comes to consumer devices. This year, Meta released the next generation of its artificial intelligence (AI) gla... Read the Full Story |
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Technology | |
A dramatic surge in a stock's value often signals a profound shift in its underlying business. For IREN Limited (NASDAQ: IREN) (formerly known as Iris Energy Limited), the story is no different. With a year-to-date gain of over 380%, the company has captured the market's attention, but the reaso... 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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Healthcare | |
Artificial intelligence (AI) is transforming the world in much the same way as the adoption of the internet did 30 years ago. This is about more than just search; AI is changing the way many industries handle administrative tasks. One area undergoing a significant transformation is healthcare.
Th... Read the Full Story |
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Markets | |
Millennials have been assigned a lot of blame, from spurring the downfall of paper napkins and bars of soap to turning their backs on mothballs and canned tuna fish. As a millennial myself, I shoulder some of that blame. While I still use napkins and bars of Dial soap, I haven’t opened a c... Read the Full Story |
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Technology | |
In the technology sector, sometimes the most bullish signals come not from a product launch, but from a quiet strategic move on the balance sheet.
Dell Technologies (NYSE: DELL) recently provided a perfect example, announcing a $4.5 billion senior notes offering. This is a calculated maneuver b... Read the Full Story |
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Industrials | |
Beam Global (NASDAQ: BEEM), North American maker of solar-based infrastructure for use in various clean energy and electric transportation projects, is likely not on many investors' radar. With a market capitalization of only $47 million and a share price of under $3, this penny stock is not lik... Read the Full Story |
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Finance | |
After a bull run lasting a decade and a half, the U.S. dollar fell in value by about 11% relative to other currencies in the first half of 2025, the worst performance in decades. A host of factors have contributed, including lasting inflation, uncertainty about tariffs, and other geopolitical turb... Read the Full Story |
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Monday's Early Bird Stock Of The Day Duolingo, Inc. operates as a mobile learning platform in the United States, the United Kingdom, and internationally. The company offers courses in 40 different languages, including Spanish, English, French, German, Italian, Portuguese, Japanese, and Chinese through its Duolingo app. It also provides a digital English language proficiency assessment exam. Duolingo, Inc. was incorporated in 2011 and is headquartered in Pittsburgh, Pennsylvania. | | View Today's Stock Pick |
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