Good MorningEquity markets hovered at record highs another day on Thursday as traders braced for the all-important NFP report. The report is expected to show job gains, low unemployment, and rising wages, contrary to the Fed's policy stance. The Fed is tracking to reduce rates to reduce the systemic risk of a recession, but labor markets don't support the need. The labor data shows healthy conditions that align with pre-pandemic periods; lowering rates too quickly will lead to sustained high inflation levels.
Next week marks the midpoint between earnings reporting cycles. The highlight will be an out-of-cycle earnings report from tech bellwether Oracle. Analysts forecast a 9% top-line advance and are likely underestimating the company's strength. Oracle has emerged as a quality, if smaller, hyperscaler and has partnerships with the three major hyperscalers, making it the leading choice for database services globally. Featured: Missed Nvidia? Buy Elon Musk’s “Silent Partner” (Brownstone Research) 
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Markets | | | U.S. stocks rose to records Friday after data suggested the job market remains solid enough to keep the economy going, but not so strong that it raises immediate worries about inflation.The S&P 500 climbed 0.2%, just enough top the all-time high set on Wednesday, as it closed a third straight w... Read the Full Story |
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From Our PartnersWe are soon facing one of the biggest transfers of wealth this country has ever seen.
If you're not ready for what's coming, you risk losing everything.
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The combination of a new interest rate cut cycle and a swelling stock market will set up a fertile environment for more mergers and acquisitions in 2025. Lower interest rates will make financing the buyouts cheaper, while a rising stock market will enhance the buying power of acquirers using their... Read the Full Story |
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Okta’s (NASDAQ: OKTA) share price has suffered since the peaks set in 2021, but those days are over. The cyber security company has gained traction over the past two years, and the Okta stock market normalized after its bubble burst. Today’s takeaway is that the CQ3/FQ2 2025 results ... Read the Full Story |
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Reports that NVIDIA (NASDAQ: NVDA) could make its Blackwell chips are resonating throughout the semiconductor industry. The news is good for numerous reasons, but there are hurdles and risks to be overcome. The good news is that a path to expanded Blackwell production and reduced geopolitical ri... Read the Full Story |
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ZenaTech (NASDAQ: ZENA) is a new public stock that recently gave investors news to be happy about. After the company’s Oct. 1 initial public offering (IPO), shares traded down, losing 80% of their value through Nov. 22. Then, in the matter of two trading days, shares spiked 475%. This put ... Read the Full Story |
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From Our PartnersBillionaire Sam Altman has become one of the most powerful men in the world by running OpenAI…
But there’s a far lesser known investment he’s making that could put OpenAI to shame.
In fact this Sam Altman-backed company could actually become a crucial partner for OpenAI…
And the US Military… not to mention hundreds of other giant companies around the globe.
To make the story even crazier… this company only recently became viable, thanks to an obscure piece of legislation that President Trump signed before he left office…
Which ordered the government to take this incredible new technology seriously. | | | | Check out our report right here. |
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Markets | | | China is fine-tuning policies to rev up its economy as it braces for uncertain relations with the United States under President-elect Donald Trump, giving manufacturers a 20% made-in-China price advantage in sales to the Chinese government. The moves come ahead of a top-level annual economic plannin... Read the Full Story |
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Markets | | | He’s one of the most famous corporate leaders in the world, delivering products embraced by billions. But it’s the haters that companies like Mark Zuckerberg’s Meta worry about.In an era when online anger and social tensions are increasingly directed at the businesses consumers count on, Meta last y... Read the Full Story |
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BlackRock (NYSE: BLK) is the world's largest asset manager, and the company recently announced an intriguing and significant strategic shift. BlackRock has released that it will acquire HPS Investment Partners for approximately $12 billion, marking a bold expansion into the rapidly growing private... Read the Full Story |
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Markets | | | The signs at Nippon Steel read: “The world through steel,” underlining why Japan’s top steelmaker is pursuing its $15 billion bid to acquire U.S. Steel.“We can’t expect demand in Japan to grow as the population is declining. We need to invest in production that leads to growth,” a company official, ... Read the Full Story |
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Markets | | | America’s job market rebounded in November, adding 227,000 workers in a solid recovery from the previous month, when the effects of strikes and hurricanes had sharply diminished employers’ payrolls.Last month’s hiring growth was up considerably from a meager gain of 36,000 jobs in October. The gover... Read the Full Story |
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Friday's Early Bird Stock Of The Day Clarivate Plc operates as an information services provider in the Americas, the Middle East, Africa, Europe, and the Asia Pacific. It operates through three segments: Academia & Government, Life Sciences & Healthcare, and Intellectual Property. The company offers Web of Science and InCites, that analyzes and explores the academic research landscape and manages research information; ProQuest One and Ebook Central that provides comprehensive content collections to institutions in a cost-effective manner; and Alma and Polaris, that manages academic resources and services, connect users, and support research publications. It also provides Patent and Trademark Renewals, that supports paralegal and admin tasks throughout the patent and trademark protection and maintenance process; CompuMark and Derwent, that supports critical decisions around patent and trademark protection, risk, and value creation throughout the innovation and brand lifecycle; IPFolio and Foundation IP that creates a structured environment for the protection and management of global patent and trademark assets. In addition, the company offers Cortellis Competitive Intelligence and Cortellis Drug Discovery Intelligence, that supports the development of new drugs and medical devices from discovery to clinical trials; Cortellis Regulatory Intelligence and OFF-X to monitor drug safety issues and adhere to regulatory protocols; Real World Data and Optimize that inform commercial launch strategy and set pricing for optimal reimbursement. It serves corporations, universities, law firms, government agencies, public libraries, and other professional services organizations. The company was formerly known as Clarivate Analytics Plc and changed its name to Clarivate Plc in May 2020. Clarivate Plc was founded in 1864 and is headquartered in London, the United Kingdom. | | View Today's Stock Pick |
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