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May CPI Surges to 4.2%, but the Fed May Not Be Ready to Raise Rates
24/7 Wall St.75d agobullish
May CPI Surges to 4.2%, but the Fed May Not Be Ready to Raise Rates

Inflation is back in the headlines, and at first glance, the latest numbers appear to deliver a clear message: higher prices mean higher interest rates. Markets have spent the last several years obsessing over every inflation report because the Federal Reserve’s next move depends heavily on whether price pressures are accelerating or easing. According to ... May CPI Surges to 4.2%, but the Fed May Not Be Ready to Raise Rates

Jim Cramer on Costco: “I Think That You Buy Some Here”
Insider Monkey75d agobullish
Jim Cramer on Costco: “I Think That You Buy Some Here”

Costco Wholesale Corporation (NASDAQ:COST) was among the stocks Jim Cramer discussed during Mad Money, as he highlighted a difficult backdrop for stocks. A caller asked what the ideal entry price for the stock would be as a long-term investment, considering current consumer financial challenges. Cramer replied: Okay… I think that you buy some here, it’s […]

3 Reasons to Avoid CMI and 1 Stock to Buy Instead
StockStory75d agobullish
3 Reasons to Avoid CMI and 1 Stock to Buy Instead

Since June 2021, the S&P 500 has delivered a total return of 74.5%. But one standout stock has more than doubled the market - over the past five years, Cummins has surged 165% to $668.50 per share. Its momentum hasn’t stopped as it’s also gained 27.4% in the last six months, beating the S&P by 19.9%.

Applied Optoelectronics Jumps 7%, Lumentum Climbs 5%, Coherent Rises 2% as Optics Stocks Ride the AI Boom
24/7 Wall St.75d agobullish
Applied Optoelectronics Jumps 7%, Lumentum Climbs 5%, Coherent Rises 2% as Optics Stocks Ride the AI Boom

Optical-networking stocks are catching a bid in midday trading on Wednesday, with the group rallying together as the AI infrastructure trade reasserts itself. Applied Optoelectronics (NASDAQ:AAOI) stock is leading the pack, up 7% to $174, while Lumentum (NASDAQ:LITE) shares are up 5% to $859 and Coherent (NYSE:COHR) stock is trading 2% higher near $363. The ... Applied Optoelectronics Jumps 7%, Lumentum Climbs 5%, Coherent Rises 2% as Optics Stocks Ride the AI Boom

Is Molina Healthcare (MOH) The Best Healthcare Stock to Buy Now?
Insider Monkey75d agobullish
Is Molina Healthcare (MOH) The Best Healthcare Stock to Buy Now?

We just covered Forget AI: Legendary Value Investor Seth Klarman Is Buying These 10 Value Stocks in 2026. Molina Healthcare (NYSE:MOH) ranks #8 (see Seth Klarman Is Buying These 5 Value Stocks in 2026). Baupost’s Stake: $84,460,000 Molina Healthcare (NYSE:MOH) is a managed care company focused on government-sponsored health programs — Medicaid, Medicare, and the […]

Legendary Value Investor Seth Klarman is Buying Norwegian Cruise Line (NCLH)
Insider Monkey75d agobullish
Legendary Value Investor Seth Klarman is Buying Norwegian Cruise Line (NCLH)

We just covered Forget AI: Legendary Value Investor Seth Klarman Is Buying These 10 Value Stocks in 2026. Norwegian Cruise Line Holdings (NYSE:NCLH) ranks #9 (see Seth Klarman Is Buying These 5 Value Stocks in 2026). Baupost’s Stake: $67,881,000 Norwegian Cruise Line Holdings (NYSE:NCLH) trades at roughly 9x EV/EBITDA and less than 10x forward earnings. […]

Is DNOW (DNOW) The Best Non-AI Stock to Buy Now?
Insider Monkey75d agobullish
Is DNOW (DNOW) The Best Non-AI Stock to Buy Now?

We just covered Forget AI: Legendary Value Investor Seth Klarman Is Buying These 10 Value Stocks in 2026. DNOW Inc. (NYSE:DNOW) ranks #10 (see Seth Klarman Is Buying These 5 Value Stocks in 2026). Baupost’s Stake: $43,174,000 DNOW Inc. (NYSE:DNOW) is a distributor of energy and industrial products, spun off from National Oilwell Varco in […]

3 Reasons to Avoid GFF and 1 Stock to Buy Instead
StockStory75d agobullish
3 Reasons to Avoid GFF and 1 Stock to Buy Instead

Griffon currently trades at $92.27 and has been a dream stock for shareholders. It’s returned 267% since June 2021, blowing past the S&P 500’s 74.5% gain. The company has also beaten the index over the past six months as its stock price is up 22.3%.

D-Wave Rewarded Patient Investors With 135% Gains but Recent Buyers Face a Brutal Reality
24/7 Wall St.75d agobullish
D-Wave Rewarded Patient Investors With 135% Gains but Recent Buyers Face a Brutal Reality

D-Wave Quantum (NYSE:QBTS) came public through a SPAC merger in August 2022 as a niche pioneer in quantum annealing, a narrower approach than the gate-model systems that dominate headlines. For its first two years on the tape, the story was patient commercialization: signing Forbes Global 2000 customers, shipping the Advantage2 platform, and burning cash while ... D-Wave Rewarded Patient Investors With 135% Gains but Recent Buyers Face a Brutal Reality

1 Cyclical Dow Juggernaut With an Unshakable Moat to Buy
24/7 Wall St.75d agobullish
1 Cyclical Dow Juggernaut With an Unshakable Moat to Buy

Few names on the Dow have built a moat as wide or as quietly compounding as Home Depot (NYSE:HD), making it one of the rare names long-duration portfolios have historically accumulated on weakness and held for decades with minimal monitoring. The forever case rests on a single structural truth: Home Depot sits at the intersection ... 1 Cyclical Dow Juggernaut With an Unshakable Moat to Buy

Super Micro Sinks 13% on a $7 Billion Raise, but Dell Climbs 4% as the AI-Server Trade Splits
24/7 Wall St.75d agobullish
Super Micro Sinks 13% on a $7 Billion Raise, but Dell Climbs 4% as the AI-Server Trade Splits

Shares of Super Micro Computer (NASDAQ:SMCI) are down 13% to $35 and change in mid-morning trading Wednesday, while Dell Technologies (NYSE:DELL) stock is moving in the opposite direction, up 4% to around $396. The split marks a sharp break from Tuesday’s session, when both names fell together in a broad high-beta AI hardware selloff. Super ... Super Micro Sinks 13% on a $7 Billion Raise, but Dell Climbs 4% as the AI-Server Trade Splits