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1 Cash-Rich Industrial Titan Under $40 to Buy Hand Over Fist to Capitalize on the New Trump Tariff Supercycle
24/7 Wall St.73d agobullish
1 Cash-Rich Industrial Titan Under $40 to Buy Hand Over Fist to Capitalize on the New Trump Tariff Supercycle

President Trump’s second-term trade agenda has hardened into a structural policy regime, with U.S. steel imports sitting at their lowest levels since the global financial crisis. That backdrop has turned the under-$40 corner of the industrial market into one of the most asymmetric setups in the market, where a single multi-quarter pricing cycle can re-rate ... 1 Cash-Rich Industrial Titan Under $40 to Buy Hand Over Fist to Capitalize on the New Trump Tariff Supercycle

The S&P 500 Wiped Out $1.4 Trillion in Market Cap After Red-Hot Jobs Report. Here’s Why
24/7 Wall St.73d agoneutral
The S&P 500 Wiped Out $1.4 Trillion in Market Cap After Red-Hot Jobs Report. Here’s Why

Just days after the S&P 500 climbed to a fresh record high as artificial intelligence stocks extended their remarkable rally, investors got a reminder that markets rarely move in a straight line. Friday’s sell-off erased roughly $1.4 trillion in market value from S&P 500 companies and marked the benchmark index’s steepest one-day decline since October ... The S&P 500 Wiped Out $1.4 Trillion in Market Cap After Red-Hot Jobs Report. Here’s Why

If You Hold This 20 Year Treasury ETF You Are Losing Money Even With Yields Up
24/7 Wall St.73d agoneutral
If You Hold This 20 Year Treasury ETF You Are Losing Money Even With Yields Up

A 68-year-old retiree who moved $180,000 out of stocks and into the iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT) in late 2024 was making a directional rate bet. The pitch was clean: lock in a 4.5% long-bond yield before the Federal Reserve cut rates, then collect price appreciation on top of monthly coupons. The 20-year ... If You Hold This 20 Year Treasury ETF You Are Losing Money Even With Yields Up

Banks Are Paying Again: 5 Financial Dividend Stocks After the Stress Tests
24/7 Wall St.73d agoneutral
Banks Are Paying Again: 5 Financial Dividend Stocks After the Stress Tests

The Federal Reserve’s asset cap on Wells Fargo came off in 2025. JPMorgan’s board waved through a $50 billion repurchase authorization. Bank of America returned $9.30 billion to shareholders in a single quarter. The post-stress-test capital return cycle is already running, and the cash is being shoveled out the door faster than most retail investors ... Banks Are Paying Again: 5 Financial Dividend Stocks After the Stress Tests

Google targets costly problem for Android users
TheStreet73d agoneutral
Google targets costly problem for Android users

Americans are losing more money to scams, and fraudsters are getting better at making their messages look and sound familiar. In 2025, the Federal Trade Commission received 3 million fraud reports from consumers, who reported $15.9 billion in losses. That was a sharp increase from the ...

Fed's Mary Daly has blunt message for AI stock investors
TheStreet73d agoneutral
Fed's Mary Daly has blunt message for AI stock investors

Mary Daly just issued a stark warning to AI stock investors in a recent sit-down interview with Bloomberg. Daly argues that the broader story remains promising, but clearly the proof is still incomplete. The San Francisco Fed president laid out the case that businesses are clearly spending, ...

Buy, Hold, or Sell: Walmart Makes Sense as a Buy at $115
24/7 Wall St.73d agoneutral
Buy, Hold, or Sell: Walmart Makes Sense as a Buy at $115

Walmart (NYSE:WMT) trades at $116.89, with the post-earnings pullback offering a more attractive entry into a defensive retailer whose digital flywheel keeps accelerating against a sticky inflation backdrop. Walmart runs the world’s largest brick-and-mortar retail footprint, spanning 10,900+ stores across 19 countries and serving roughly 280 million weekly customers. It also operates Sam’s Club, Walmart ... Buy, Hold, or Sell: Walmart Makes Sense as a Buy at $115

Social Security’s $68 Billion Giveaway Just Ran into a Brick Wall
24/7 Wall St.74d agoneutral
Social Security’s $68 Billion Giveaway Just Ran into a Brick Wall

For months, retirees and investors have been watching inflation data for clues about the size of Social Security’s next cost-of-living adjustment (COLA). The logic seemed straightforward: inflation remained stubbornly elevated, consumers continued to feel the pinch at the grocery store, and early estimates pointed toward a much larger benefit increase in 2027 than anyone expected ... Social Security’s $68 Billion Giveaway Just Ran into a Brick Wall

Investing.com74d agoneutral
Is Wall Street’s AI boom spreading to main Street?

Investing.com -- Yardeni Research said growing evidence suggests the artificial intelligence boom is extending beyond major technology companies and into the broader U.S. economy, supporting hiring, business formation, and investment despite ongoing geopolitical and inflation risks.

Wall Street ends sharply lower as jobs data fuels rate hike fears
Reuters Videos74d agoneutralVIDEO
Wall Street ends sharply lower as jobs data fuels rate hike fears

<body><p>STORY: Wall Street’s nine-week winning streak came to an abrupt&nbsp;halt on Friday, with the Dow dropping about one-and-a-third percent, the S&P 500 sliding more than 2.6% and the tech-heavy Nasdaq tumbling nearly 4.2%, its largest one-day percentage loss in more than a year.</p><p>Selling was concentrated among chip stocks and other technology favorites that have surged in recent weeks as the Nasdaq and S&P 500 rose repeatedly to fresh highs.</p><p>The Philadelphia Semiconductor Index erased more than $1 trillion in stock market value on Friday, suffering its largest one-day percentage plunge since March of 2020.</p><p>Eric Lynch, managing director and co-portfolio manager of Suncoast Equity Management, said tech stocks tanked due to rate-hike and AI spending concerns.</p><p>"The first factor is the blowout jobs report this morning. That has taken the chances of another Fed cut off the table for 2026. That hits long-duration, most exciting speculative stocks the most. [FLASH] But also there's been grumblings about AI, just some concerns about whether or not the token usage is really translating to great returns. And you've seen some consternation kind of bubbling up."</p><p>Among individual movers, AI chipmaker Nvidia, the largest company by market value, lost more than 6%, while Intel, Micron, AMD and Broadcom all slid between about 8% and 13.5%.</p><p>Shares of Lululemon Athletica slumped about 8.5% after the athletic apparel maker cut its annual profit forecast and projected second-quarter earnings well below Wall Street estimates.</p><p>And a more than 4% drop in bitcoin hit cryptocurrency firms, with shares of Coinbase and Strategy each tumbling about 7%.</p></body>

Carnage in Chip Stocks Hits Extra Hard in Top-Heavy Market
The Wall Street Journal74d agoneutral
Carnage in Chip Stocks Hits Extra Hard in Top-Heavy Market

Shares of the chip-making giants that have powered the market’s climb to records tumbled, weighed down by new concerns that trillions of dollars invested in AI technology won’t yield the expected blockbuster returns. The losses intensified after a robust jobs report raised new worries that the Federal Reserve may need to raise interest rates later this year to fight inflation. Stocks, bonds, oil, gold and bitcoin all tumbled.