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Kevin Gordon of Charles Schwab says the lack of movement in cap-weighted indexes is masking major moves beneath the surface, with a breakdown in momentum and a rotation away from megacaps and semiconductors. Gordon says the fact that the market has held up is a positive sign, and also analyzes the bond market's reaction to this week's FOMC meeting.
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Gene Goldman, CIO at Cetera Financial Group, discusses the rotation from growth to value stocks and explains why investors should stay disciplined amid market volatility. He highlights opportunities in small- and mid-cap stocks, industrials, healthcare, and financials while emphasizing the importance of buying market dips.
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While Amazon (AMZN) shares are relatively flat in 2026, the stock has still gained 67% over the past three years. Can its postmarket earnings break the stock out of its recent range? Tom White examines the chart and places an example trade on the retail giant.
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Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D
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Starbucks (SBUX) changes under Brian Niccol are driving customer reengagement and strong 3Q earnings. R.J. Hottovy of Placer.ai says location facelifts and the return of the coffee house feel are fueling gains. Chipotle (CMG) is also seeing positive transaction and visitation growth, with menu innovation keeping customers engaged versus competitors. Meanwhile, Yum Brands (YUM) deals with the fallout from the cyclospora outbreak.
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'Any weakness in the stock is a buying opportunity' according to Ivan Feinseth of Tigress Financial Partners. He thinks investors are too focused on Qualcomm (QCOM)'s handset devices revenue decline and that they are missing the transition into A.I., PCs, edge computing, automotive technology, robotics and networking. Feinseth says the company has pricing power amid the announcement it will be raising prices.
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The chart of Procter & Gamble (PG) have seen a shift of momentum, with Ben Watson watching the $146 and $148 price levels on the short-term chart after recent weakness. The long-term chart shows the stock in a $140 and $154 range as investors may be looking to buy dips to get the dividend from a consumer staples company.
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Kevin Mahn breaks down the market fallout following Wednesday’s Federal Reserve decision and shares his reaction to Kevin Warsh’s comments, including why he believes the Fed may stop reinvesting in securities. He also examines what this could mean for interest rates, market liquidity, and whether the “wall of worry” will continue to weigh on investors. Mahn also reveals his stock picks including Alphabet (GOOGL), TSM (TSM), and Micron (MU).
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Diane King Hall reports from a risk-on open at the New York Stock Exchange. Shares of Mastercard (MA) is higher after posting beats on earnings and revenue while boosting its full-year outlook as core payments strength continues. Fortinet (FTNT) shares are surging after the cybersecurity stock posted strong 2Q numbers and continues to see above-expected growth through the end of the fiscal year. Lam Research (LRCX) is the best performer in the S&P 500 as the CEO says A.I. spending continues to reshape the chip industry.
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Andrew Plum explains why cooling inflation gives the Fed room to remain patient on interest rates. He highlights opportunities in dividend-paying stocks, Japanese equities, high-yield municipals, commodities, and gold.
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A day after the Dow's worst day in 15 months, the market is weighing the Fed's rate hold as three FOMC members voted for rate hikes. Jenny Horne walks through the latest Fed commentary along with the latest GDP and inflation data.
On the earnings front, analysts are boosting their price targets after Microsoft (MSFT) saw Azure revenue pass $100B even as it plans $175B in capex spending. While Microsoft is being rewarded for its A.I. plans, Meta Platforms (META) is being punished for reiterating its capex spending, leading analysts to cut their price targets.A day after the Dow's worst day in 15 months, the market is weighing the Fed's rate hold as three FOMC members voted for rate hikes. Jenny Horne walks through the latest Fed commentary along with the latest GDP and inflation data.
On the earnings front, analysts are boosting their price targets after Microsoft (MSFT) saw Azure revenue pass $100B even as it plans $175B in capex spending. While Microsoft is being rewarded for its A.I. plans, Meta Platforms (META) is being punished for reiterating its capex spending, leading analysts to cut their price targets.
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