Good MorningU.S. stocks turned sharply lower after the Federal Reserve raised interest rates by 25 basis points, its first hike in three years, while signaling that another increase could come this year. The Dow fell more than 1% in late trading, and the 10-year Treasury yield moved back above 5% as investors weighed Chair Kevin Warsh’s hawkish inflation stance and a divided outlook among Fed officials.
Technology shares were mixed. Intel climbed on reports it is in advanced talks with SK Hynix on a U.S. memory-chip manufacturing partnership tied to Intel’s Ohio facility, while fiber-optic names including Lumentum gained after Ciena’s long-term targets. GE Vernova also rose following bullish executive comments, but Salesforce slipped amid a widespread service outage and Boeing fell after its CEO said stabilizing 737 MAX production is taking longer than expected.
Energy remained a major market focus as crude prices surged toward $100 per barrel and a Saudi pipeline outage raised concerns about a temporary supply deficit. Exxon Mobil drew attention for its cash flow and buybacks, though options traders reportedly positioned for a potential pullback in energy stocks. Crypto assets weakened after the Senate failed to advance the CLARITY Act, with Bitcoin falling below $76,000. Featured: Jon Najarian's #1 Energy Trade for 2026 (Ad) 
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Consumer Discretionary | |
Luxury brands must find a delicate balance between continuing to cultivate an air of exclusivity, maintaining perceived quality even in spite of higher materials costs and inflation, and balancing price increases against customer tolerance. While retail more broadly has faced numerous challenges as... Read the Full Story |
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From Our Partners | | Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up.
One day it's a ceasefire, the next it's bombs again. The back and forth may be masking a bigger story most investors are missing.
See the real reason this conflict may never fully end. | | Uncover the real reason Trump may never end this war |
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Finance | |
When U.K.-based Prudential plc (NYSE: PUK) spun off its U.S. annuity business as Jackson Financial (NYSE: JXN) in September 2021, investors might have thought it was a complicated, hand-me-down life insurer. For its first two years, the stock barely moved.
Three years later, that has all changed. ... Read the Full Story |
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Consumer Staples | |
Believe it or not, the holiday shopping season is here, so it's time to consider the best plays. As it stands, seasonal sales growth is expected to accelerate year over year to 4.55% to 4.8%, topping $1.7 trillion for the first time, underpinned as always by e-commerce. Digital sales are expected t... Read the Full Story |
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From Our Partners | | On May 3rd, 2025, Warren Buffett looked at his shareholders for the last time and said: "The dollar is going to hell."
Ray Dalio agrees. The founder of Bridgewater Associates ($150 billion AUM) calls it a "debt death spiral."
But there's a specific asset class and investment system that actually thrives when the dollar collapses. | | Watch how to protect yourself from what Dalio and Buffett see coming (free training). |
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Technology | |
AI leaders shocked the world by calling for a slowdown in AI’s advancement and for regulation. The news triggered a sector-wide drawdown, raising the risk of a deeper correction, but short sellers shouldn’t get their hopes up.
As scary as it may seem to AI investors, the slowdown in AI’s advancemen... Read the Full Story |
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Technology | |
It’s impossible to take all the risk out of investing. But that doesn’t mean investors can’t make a good attempt. Stock prices are moving sharply on single headlines, and the winners and losers have shifted from month to month and week to week.
That’s an attractive environment for traders. However,... Read the Full Story |
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From Our Partners | | A little-known Arizona gold explorer just hit 66.2 metres grading 6.57 g/t gold, including 20.7 metres at 18.25 g/t.
After roughly 21,000 metres of drilling, the company is closing in on its first-ever mineral resource estimate, expected in Q3 or Q4 2026.
That estimate could offer the market its first real look at the scale of this emerging gold system. | | See what could be next for this US gold explorer |
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Consumer Discretionary | |
Investors know Movado Group (NYSE: MOV) as a watch company. Analysts know it as a Strong Buy.
The company has spent the past year transforming from a tariff-battered lesson into a compelling turnaround story. It is riding two consecutive quarters of earnings beats, a debt-free balance sheet, a fre... Read the Full Story |
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Technology | |
There’s a certain irony in a stock that has just rallied hard still being written off, yet that's exactly where chipmaker Qualcomm Inc. (NASDAQ: QCOM) finds itself right now. After a brutal 44% slide through much of the summer, its shares staged an impressive comeback, climbing around 30% since the... Read the Full Story |
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Technology | |
Signals from chart price action to analysts' sentiment point to another massive run for Micron (NASDAQ: MU) stock. While headwinds and hurdles such as market angst, profit-taking, and repositioning weigh on price action today, long-term trends suggest at least another 100% upside. The hurdle in Sep... Read the Full Story |
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Technology | |
Having had one of its worst days in recent memory following July’s earnings report, it's been a while since Apple Inc. (NASDAQ: AAPL) gave its shareholders much to smile about. However, the past week has been a welcome exception.
Since the company took the wraps off its latest products last Wednes... Read the Full Story |
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Technology | |
Enterprise software spending has become more selective. Corporate budgets are facing tighter scrutiny, and management teams across corporate America are reviewing seat licenses, trimming cloud spend, and delaying optional application upgrades.
Cybersecurity spending, however, continues to run on a... Read the Full Story |
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Thursday's Early Bird Stock Of The Day Johnson & Johnson is a holding company, which engages in the research, development, manufacture, and sale of products in the healthcare field. It operates through the Innovative Medicine and MedTech segments. The Innovative Medicine segment focuses on immunology, infectious diseases, neuroscience, oncology, cardiovascular and metabolism, and pulmonary hypertension. The MedTech segment includes a portfolio of products used in the interventional solutions, orthopaedics, surgery, and vision categories. The company was founded by Robert Wood Johnson I, James Wood Johnson, and Edward Mead Johnson Sr. in 1887 and is headquartered in New Brunswick, NJ. | Should I Buy Johnson & Johnson Stock? JNJ 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 Johnson & Johnson was last updated on Monday, September 14, 2026 at 6:04 PM.
Johnson & Johnson Bull Case -
Johnson & Johnson is currently trading at $266.81, which is below the consensus price target of $272.82, suggesting potential upside as analysts maintain a Moderate Buy rating based on recent performance.
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The company recently reported that its RYBREVANT (amivantamab) plus chemotherapy regimen achieved a median overall survival of 34.3 months in EGFR exon 20 insertion mutation-positive non-small cell lung cancer, marking the longest reported survival in this patient population and strengthening its oncology portfolio.
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Johnson & Johnson has raised its 2026 outlook to 6.5% adjusted operational sales growth and 7.3% adjusted earnings-per-share growth, with total revenue expected to exceed $100 billion for the first time, driven by strong performance in the first two quarters of the year.
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Executives have indicated a clear line of sight to double-digit growth by the end of the decade, supported by a robust pipeline including 12 molecules in Phase III development and recent acquisitions like Halda Therapeutics and Firefly Bio that expand capabilities in oncology and immunology.
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The stock offers a dividend yield of 2.02%, providing income stability for investors, while the company’s low beta of 0.24 indicates lower volatility compared to the broader market, making it a defensive holding in uncertain economic conditions.
Johnson & Johnson Bear Case -
Johnson & Johnson’s experimental depression drug, developed with Contineum Therapeutics, failed to meet the main goal of a mid-stage study, representing a setback in the company’s neuroscience pipeline and potentially delaying expected growth in that therapeutic area.
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The company faces increasing biosimilar competition for its STELARA franchise, which could erode market share and revenue in the immunology segment, although management claims to be on track to grow through this transition.
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Recent insider activity shows a trend of selling, with multiple executives including Timothy Schmid, Jennifer L Taubert, and Elizabeth Forminard selling significant blocks of shares in the second quarter of 2026, which may signal reduced confidence in near-term stock appreciation.
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Johnson & Johnson is in talks to sell its DePuy Synthes orthopedics unit to Apollo for $20 billion, which could lead to a loss of a major revenue stream and strategic focus, potentially impacting the company’s MedTech segment performance and long-term growth trajectory.
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The company’s valuation, with a P/E ratio of 30.92, is relatively high compared to historical averages, which may limit upside potential if growth expectations are not met, particularly given the challenges in the neuroscience and immunology segments.
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