The U.S. Federal Reserve has finally begun its interest rate cutting cycle. The 50 basis-point cut to the Fed Funds rate does of course help businesses and borrowers alike. That cut was […]
Spoiler Alert: U.S. Treasury Yields Still Too High vs. R.O.W.
Top Analyst Upgrades & Downgrades: CME, Crocs, McDonald’s, Meta, Micron, Starbucks, Walt Disney & More
Stocks were indicated higher on Thursday after Micron’s “beat and raise” is offering support for the entire semiconductor sector. Now that the U.S. Federal Reserve has cut rates and China has thrown […]
Is FedEx Stock Plunge a Gift to Tactical Investors?
When FedEx Corporation (NYSE: FDX) reports earnings, there is a good chance its stock reaction is going to be quite volatile. This is not exactly a new situation. If you look back […]
Top Analyst Upgrades & Downgrades: Alphabet, CleanSpark, DoorDash, Expedia, Ford, GM, KLA, Okta, SLM & More
Stocks were marginally lower on Wednesday as the stock indexes are looking for direction after the sharp post-FOMC moves. Chinese shares also took a breather after Tuesday’s post-stimulus gains may have been […]
China Stocks One-Day 8% Stimulus Gains — Too Much, or Just the Start?
The United States has finally seen the Federal Reserve begin its interest cutting cycle, with more cuts to come and more of the Fed’s securities to be sold off. This represents the […]
Retail Investor Duel: Walmart Over Costco?
Costco Wholesale Corporation (NASDAQ: COST) has been the retail growth story that is the envy of every retailer. In many ways, Costco has seen an investor trajectory similar to what Walmart Inc. […]
Is Starbucks Suddenly a Tactical Sell?
The investor woes for Starbucks Corporation (NASDAQ: SBUX) are supposed to be cured. That’s what the market reaction was when news broke that the company’s board of directors had magically poached away […]
Top Analyst Upgrades & Downgrades: Apple, Baidu, BioNTech, Exxon Mobil, GEV, Lowe’s, Salesforce, SunRun & More
Stocks had initially traded lower on Tuesday, but stimulus measures in China have markets picking up steam. Investors and traders alike are looking for new ideas to be positioned for the coming […]
Tactically Speaking: Intel WITH Qualcomm (Versus AND Qualcomm)?
Investors love a good merger story. Intel Corporation (NASDAQ: INTC) shares surged on Friday on a Wall Street Journal report that Qualcomm Inc. (NASDAQ: QCOM) had made a takeover approach. After pulling […]
Top Analyst Upgrades & Downgrades: CAVA, Constellation, CrowdStrike, FedEx, Microsoft, PayPal, Ulta & More
Stocks were indicated marginally higher on Monday after last week’s post-Fed rate cut gains. Investors and traders alike are continuing to look for new ideas to be positioned for the coming months […]
Analysts Making Many Tactical Bullish Utilities Calls After the Rate Cut
The utilities sector should be one of the larger beneficiaries of lower interest rates. Now that the Federal Reserve has taken 50 basis points out of the Fed Funds rate, and with […]
Top Analyst Upgrades & Downgrades: CyberArk, Darden, FedEx, Intuitive Machines, Nike, Peloton, Pepsi, Sunrun & More
Stocks were set to take a breather on Friday after Thursday’s post-Fed rate cut move significantly higher. The Federal Reserve’s 50 basis point cut on Fed Funds is expected to be the […]
10 Unusual Analyst Upgrades as More Rate Cuts Coming!
Investors, consumers, businesses and borrowers love it when the Federal Reserve cuts interest rates. It means that financing purchases is cheaper for everyone. It means many mortgage rates (certainly ARMs) will head […]
How Markets Are Looking Into 2025 As Rate Cuts Take Hold
Now we all know that the Federal Reserve has finally kicked off its campaign to lower interest rates. Being able to see exactly what is going to happen in financial markets in […]
Top Analyst Upgrades & Downgrades: ARM, Broadcom, Dollar Tree, FedEx, GE Health, Starbucks, Super Micro & More
Stocks were mixed and looking for direction on Wednesday morning ahead of the highly anticipated Federal Reserve decision to lower interest rates. The field is still mostly split on whether a 50 […]
BofA’s 7 Top Cyclical Stocks to Thrive in Lower Interest Rates
The financial markets just cannot wait for the first of multiple interest rate cuts from the U.S. Federal Reserve. Investors have been positioning and looking for new ideas for their capital as […]
Micron Price Targets and Estimates Keep Moving Lower
It was not that long ago when analysts were upgrading semiconductor stocks left and right with higher and higher price targets. Nothing lasts forever. Since the start of August, Micron Technology Inc. […]
Is GE Vernova More Than Just Another A.I. & Electric Winner?
The buzz around artificial intelligence just seems to never end. The investor theme around A.I. has been almost as impressive, albeit not yet as widespread, as the Internet boom of the late […]
Top Analyst Upgrades & Downgrades: Airbnb, Dell, GE Vernova, Lightspeed, Microsoft, Super Micro, USBancorp & More
September is supposed to be a weak month for stocks historically, but the market continues to stay firm as the rate cutting cycle from the Federal Reserve is just about to begin. […]
3 Backdoor Stocks in the Secular A.I. Trend
The move to artificial intelligence has been one of the greatest wealth-creating secular themes of the current generation. For the most part, the main beneficiary has been the likes of NVIDIA Corporation […]