Good MorningEquities tread water on Tuesday with the S&P 500 holding within a tight range consistent with the previous trading session. The move is on the back of better than expected earnings and positive economic data but the market is cautious. With the CPI data due out on Thursday there is a risk for another inflation-driven sell-off. The CPI is expected to moderate on a month-to-month basis but accelerate on a YOY basis and the data could be hot.
The danger that no one seems to be talking about is the outlook for earnings. There are signs of easing within the supply chain but they are localized and not seen across the broad market. This means earnings growth in the 1st quarter of 2022 will be impaired by rising costs for freight and systemic shortages and that is weighing on the outlook for earnings growth. If there is one thing that can guarantee a market correction is it's a downtrend in the outlook for forward earnings growth. Featured: You're Just One Stock Away... (Weekly Investor Alerts) 
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Markets | | | Global stocks and Wall Street futures rose Wednesday as investors waited for U.S. inflation data for signs of how fast the Federal Reserve might pull back stimulus.
London and Frankfurt opened higher. Shanghai, Tokyo and Hong Kong advanced.
U.S. inflation data Thursday... Read the Full Story |
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Markets | | |
The sell-off in PFE Stock After Earnings is Based on Quick Trigger Fingers
Pfizer (NYSE:PFE) stock is dropping in mid-day trading after the company delivered a mixed earnings report. The company delivered a strong beat on earnings per share of $1.08 compared to the analysts forecast for 86 ... Read the Full Story |
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Stocks | | | CTS Corporation (NYSE: CTS) is a small-cap tech manufacturer perfectly positioned for long-term growth. The company makes a wide range of sensors, actuators, and connectors for OEM automakers, communications companies, information technology, medical, and even defense applications. Read the Full Story |
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From Our PartnersUranium prices are soaring as more than HALF of global monthly uranium production has been taken offline as mines shut down amid a prolonged coronavirus pandemic. Investors are lining up for gains and it could be the windfall of a lifetime. The last time we saw something like this, the price of uranium roared all the way to $140. Well-timed investors could make 10X, 20X and even 30X gains. | | More details here... |
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Tech | | |
Last year Snap (NYSE:SNAP) was on a roll. The isolation induced by the pandemic spurred millions of people around the globe to turn to social media platforms to stay connected. This was reflected in Snap’s financial results and its share price which ran above $80 in September.
As quickly as... Read the Full Story |
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Stocks | | |
Computer peripherals maker Logitech (NASDAQ: LOGI) stock has collapsed from its highs of $140.17 to lows of $71.11 before staging a bounce attempt. The well-known maker of video, computer, and gaming accessories has been running on all cylinders due to the surge in demand stemming from COVID-19, w... Read the Full Story |
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Markets | | | COVID-19 vaccines and tests for the virus helped push CVS Health past fourth-quarter expectations.
But the drugstore chain and pharmacy benefits manager did not raise the 2022 forecast it laid out in December, and shares slid in early-morning trading Wednesday.
CVS Hea... Read the Full Story |
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Markets | | | The world’s biggest shipping company said Wednesday that 2021 was its most profitable year yet, with Denmark’s A.P. Moeller-Maersk bringing in $18.7 billion as surging demand from a rebounding global economy led to supply chain logjams.
Profits before taxes soared last year from $3.3 ... Read the Full Story |
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Politics | | | Japan has decided to divert some of its gas reserves to Europe amid growing concern over possible disruptions of supplies due to the Ukraine crisis, Economy, Trade and Industry Minister Koichi Hagiuda said Wednesday.
The decision was made at the request of the United States and Europ... Read the Full Story |
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Tech | | | Honda’s profit dropped 32% in the last quarter as rising material costs and a shortage of computer chips hurt the Japanese automaker.
Honda Motor Co.’s profit for the three months through December totaled 192.9 billion yen ($1.7 billion), down from 284 billion yen the year before, the... Read the Full Story |
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Markets | | | The U.S. auto industry had another unusual year in 2021. The ongoing impacts of Covid-19 and global microchip shortages turned what was supposed to be a year of recovery into a wild ride for most auto dealerships These are three mid-cap auto retailers that are likely to be in the driver’s seat for a strong year. Read the Full Story |
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Wednesday's Early Bird Stock Of The Day KLA Corporation, together with its subsidiaries, engages in the design, manufacture, and marketing of process control, process-enabling, and yield management solutions for the semiconductor and related electronics industries worldwide. It operates through three segments: Semiconductor Process Control; Specialty Semiconductor Process; and PCB and Component Inspection. The company offers inspection and review tools to identify, locate, characterize, review, and analyze defects on various surfaces of patterned and unpatterned wafers; metrology systems that are used to measure pattern dimensions, film thickness, film stress, layer-to-layer alignment, pattern placement, surface topography, and electro-optical properties for wafers; chemical process control equipment; wired and wireless sensor wafers and reticles; wafer defect inspection, review, and metrology systems; reticle inspection and metrology systems; and semiconductor software solutions that provide run-time process control, defect excursion identification, process corrections, and defect classification to accelerate yield learning rates and reduce production risk. It also provides etch, plasma dicing, deposition, and other wafer processing technologies and solutions for the semiconductor and microelectronics industry. In addition, the company offers direct imaging, inspection, optical shaping, inkjet and additive printing, UV laser drilling, and computer-aided manufacturing and engineering solutions for the PCB market; inspection and electrical testing systems to identify and classify defects, as well as systems to repair defects for the display market; and inspection and metrology systems for quality control and yield improvement in advanced and traditional semiconductor packaging markets. The company was formerly known as KLA-Tencor Corporation and changed its name to KLA Corporation in July 2019. KLA Corporation was incorporated in 1975 and is headquartered in Milpitas, California. | | View Today's Stock Pick |
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