Good MorningMarkets carried a wait-and-see tone last week as two familiar forces competed for control: resilient earnings momentum against a persistent oil-and-inflation overhang. Crude held near its hard ceiling with price action resembling a bull flag, keeping energy-driven input costs elevated and reinforcing margin pressure across the supply chain. Breadth remained narrow, with AI leadership doing the heavy lifting while the broader tape struggled to find conviction.
The macro picture tilted toward caution. Import prices came in hotter than expected, feeding concerns that upcoming CPI and PCE prints could push back above 3%. Rate cut expectations have essentially evaporated for 2026, with the Fed likely frozen in place as oil-linked inflation limits its options. Jobless claims stayed healthy near 210,000, and Friday's NFP report may show steady employment, but rising wages in a sticky-inflation backdrop only complicate the policy calculus.
On the corporate tape, NVIDIA and Micron continued anchoring AI-driven earnings revision strength, with full-year S&P 500 growth estimates climbing again. Nike heads into Wednesday's report with weakening expectations and new lows. Exxon Mobil reports Thursday, positioned to benefit from elevated crude but vulnerable to a sell-the-news fade. Traders are watching Friday's jobs number and next week's inflation data for signals on whether the Fed's holding pattern can survive the summer. Featured: Trump is replacing the U.S. dollar (Ad) 
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Finance | |
Blue Owl Capital Inc. (NYSE: OWL), an alternative investment asset management group, has been making headlines for all the wrong reasons lately.
Shares are currently trading around $9, down more than 65% from their highs last year and over 40% since the start of this year alone. It’s not ... Read the Full Story |
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From Our Partners | | Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge.
Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks.
Stream his free presentation to get every buy and sell recommendation with no membership or credit card required. | | Watch Marc Chaikin's free presentation and get his full buy-and-sell list today |
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Materials | |
Commercial Metals' (NYSE: CMC) stock price is down at the end of Q1 2026 amid macroeconomic concerns and potential disruption not reflected in its results. The move has the market overextended near a six-month low, poised to snap back and potentially with vigor. The technical setup suggests market... Read the Full Story |
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Industrials | |
It’s helpful to remember that many of today’s top mega-cap companies started as speculative small-cap stocks. But no matter the size of the company, the best stocks are the ones that continue to grow revenue and earnings.
Investors do have to deal with more volatility with small-cap ... Read the Full Story |
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From Our Partners | | TradeSmith CEO Keith Kaplan warns that AI's rapid rise has a dark side, threatening American jobs and livelihoods. He says now is the time to prepare before September 30th.
TradeSmith has invested $17 million in AI tools and built a platform used by 180,000 traders worldwide. One user, Stephen, credits it with building a $2.95 million retirement portfolio. | | See where Kaplan says to move your money before September 30th |
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Finance | |
Capital One Financial (NYSE: COF) has a lot to prove this year. The lender and payments company reported higher-than-expected revenue at the end of last year and is digesting its $35 billion acquisition of Discover Financial. At the same time, its fourth-quarter earnings missed estimates, and it&r... Read the Full Story |
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Healthcare | |
The healthcare industry is notoriously volatile—company fortunes can be made or broken on the success of a single product or the results of a clinical trial, and it's not uncommon for stocks in this sector to see some of the wildest spikes (and drops) across the market. Investors keen to acc... Read the Full Story |
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From Our Partners | | Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required.
Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away. | | Discover the gold income fund before the next payout date |
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Markets | |
If you spoke with market analysts and investment advisors on the eve of President Donald Trump’s second inauguration, you would have been hard-pressed to find anyone who was bearish on financials.
Most experts agreed that banks, insurance providers, mortgage lenders, and other financial ... Read the Full Story |
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Finance | |
If you’ve ever split a purchase into separate payments at checkout, there’s a good chance you’ve been a customer of Affirm Holdings (NASDAQ: AFRM). The company sits at the center of the buy-now-pay-later (BNPL) boom. And after years of prioritizing growth over profits, it’s... Read the Full Story |
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Materials | |
What’s going on with gold? After surging above $5,000, gold has fallen back about 20%. That’s not surprising after such a strong move, but it does beg the question of why? The conventional wisdom is that the dollar is stronger because, while the U.S. economy has its own debt problem (m... Read the Full Story |
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Consumer Staples | |
Dividend stocks shine when markets get choppy. These stocks aren’t going to deliver flashy growth like big tech stocks or speculative small-cap stocks. But they have a purpose, and the best names in the sector deliver on that purpose on a regular basis.
The best of the best names are given... Read the Full Story |
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Industrials | |
Cintas Corporation (NASDAQ: CTAS) is a deep-value opportunity no one is talking about, perhaps because of its humdrum business. Cintas Corporation delivers uniforms, laundry services, first-aid supplies, and other services to businesses across industries and verticals. The critical detail is that ... Read the Full Story |
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Monday's Early Bird Stock Of The Day Dow, Inc. is a materials science company, which engages in the development of innovative solutions. It operates through the following segments: Packaging and Specialty Plastics, Industrial Intermediates and Infrastructure, and Performance Materials and Coatings. The Packaging and Specialty Plastics segment consists of hydrocarbons and energy and packaging and specialty plastics. The Industrial Intermediates and Infrastructure segment covers the industrial solutions and polyurethanes and construction chemicals. The Performance Materials and Coatings segment includes coatings and performance monomers and consumer solutions. The company was founded in 1897 and is headquartered in Midland, MI. | Should I Buy DOW Stock? DOW Bull and Bear Case Explained
These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of DOW was last updated on Saturday, August 29, 2026 at 7:01 PM.
DOW Bull Case -
Recent upgrades from major analysts, including Citigroup, have set a price target for Dow Inc. at around $40, indicating strong market confidence and potential for stock appreciation.
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Dow Inc. benefits from a competitive cost structure due to its reliance on natural gas liquids, which are currently more stable and less expensive compared to crude oil-derived feedstocks used by many global competitors.
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The company offers a reliable dividend yield of approximately 3.88%, providing investors with a steady income stream while they wait for potential capital appreciation.
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Market dynamics suggest a potential short squeeze, where investors betting against the stock may be forced to buy shares, potentially driving the stock price higher.
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Dow Inc. is positioned to capitalize on global supply disruptions, which could lead to significant profit margin expansion as it sells products into a high-priced market.
DOW Bear Case -
Increased geopolitical risks and rising crude oil prices could eventually impact the cost structure of Dow Inc. if natural gas prices rise significantly.
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Recent insider sales may indicate profit-taking, which could signal a lack of confidence among some stakeholders regarding the stock's future performance.
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The chemical industry is subject to cyclical downturns, and any economic slowdown could adversely affect demand for Dow Inc.'s products.
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While the stock has seen recent upgrades, market sentiment can shift quickly, and any negative news could lead to a decline in stock price.
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Competition from international firms that may adapt to changing market conditions could pose a threat to Dow Inc.'s market position and profitability.
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