Good MorningStocks pulled back the prior week as near-term hurdles obscured the long-term view. The hurdles include tariffs, inflation, interest rates, and slowing earnings growth among S&P 500 companies. Even so, the long-term outlook is for earnings growth to be sustained through the end of 2026 or longer, driven by broadening economic strength. The risk is that the FOMC will have to revert to rate hikes and induce a recession to stave off inflation.
This week's hurdles include earnings reports from the major retailers and a critical inflation read on Friday. The retail reports will likely show strength in Q4 but have weak guidance for 2025, aligning with Walmart's tepid outlook. The PCE price index will likely confirm that inflation is sticky, and the FOMC is unlikely to cut interest rates this year. The silver lining is that economic conditions, including labor markets, remain healthy and underpin an outlook for corporate earnings, cash flow, and capital return growth. Featured: Why Buffett and 100 members of Congress are Piling into this One Investment (Behind the Markets) |
Markets | | | A stock’s dividend yield is a key metric to consider when shopping for long-term, sustainable income picks. Dividend payments are a delicate dance for investors; offering a dividend that’s too high could put the future of the company at risk while cutting dividends too severely could p... Read the Full Story |
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Stocks | | | As U.S. inflation rates heat up again, investors are scurrying to store assets in traditional hedges. One of the most consistently well-performing sectors in environments of high inflation is energy, which has beaten inflation 74% of the time between the years 1973 and 2024. With... Read the Full Story |
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Markets | | | The industrials sector, represented by the Industrial Select Sector SPDR ETF (NYSEARCA: XLI), has been a quiet outperformer so far in 2025, posting a 5.2% gain compared to the benchmark’s 4.3%. What’s even more notable is that the sector ETF’s current positioning suggests the pot... Read the Full Story |
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Stocks | | | U.S. stocks fell sharply Friday after reports showed that worries among consumers and businesses about President Donald Trump’s policies may be hitting the U.S. economy. The S&P 500 sank 1.7% for its worst day in two months. The Dow Jones Industrial Average dropped 748 points, or 1.7%, and the N... Read the Full Story |
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Markets | | | Genuine Parts Company (NYSE: GPC) is a Dividend King worth buying in 2025 because its stock is trading at long-term lows, the stock has value relative to peers, and the dividend is at the high end of the historical range. Trading near $120, this stock pays more than 3.0% and can be expected to c... Read the Full Story |
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Markets | | | Unity Software Inc. (NYSE: U) recently saw its stock price experience a jump, leaving investors wondering if this marks the beginning of a sustained rally or a temporary blip on the radar. After closing at $21.47, shares gapped up to $24.68 at the open on February 20, 2025, following the company... Read the Full Story |
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Stocks | | | World shares were mixed on Monday after U.S. stocks fell sharply following reports showing the U.S. economy may be suffering as consumers and businesses fret over President Donald Trump’s policies. German shares advanced after conservatives won an election dominated by concerns about Europe’s larges... Read the Full Story |
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Markets | | | Warren Buffett is celebrating the successes of Berkshire Hathaway’s companies last year and in the 60 years since he took over a struggling New England textile company and began converting it into a massive conglomerate Read the Full Story |
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Markets | | | Coinbase says the Securities and Exchange Commission has dismissed its case against the cryptocurrency platform, pending commission approval.Shares rose 3% at the opening bell Friday, though the decision, not confirmed by the SEC, would not be unexpected. The Trump administration has projected a muc... Read the Full Story |
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Markets | | | Giant wind turbines tower over a cemetery sacred to Zoyla Velasquez and her Indigenous Wayuu community, native to the La Guajira region in northern Colombia.This arid, wind-swept region, dotted with cacti and roaming herds of goats, holds immense potential to position Colombia as a wind and solar en... Read the Full Story |
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Monday's Early Bird Stock Of The DayAlphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments. The Google Services segment provides products and services, including ads, Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube. It is also involved in the sale of apps and in-app purchases and digital content in the ... | Should I Buy Alphabet Stock? GOOGL Bull and Bear Case Explained These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of Alphabet was last updated on Monday, February 24, 2025 at 1:05 AM. Alphabet Bull Case Alphabet Inc. has a strong market capitalization of $2.19 trillion, indicating its significant presence and stability in the market, which can be attractive for long-term investors. The stock is currently trading at $179.66, which may present a buying opportunity for investors looking to enter at a lower price compared to its 12-month high of $207.05. Recent institutional interest is notable, with Cambiar Investors LLC holding a substantial position, indicating confidence from large investors in Alphabet's future performance. Alphabet's diverse portfolio, including its leading position in digital advertising and cloud services, positions it well for growth in various sectors, making it a potentially lucrative investment. Analysts have generally rated the stock positively, with many assigning "buy" ratings and setting price targets above the current trading price, suggesting potential for appreciation. Alphabet Bear Case Despite its strong market position, Alphabet's stock has seen fluctuations, with a recent drop of $4.90 in trading, which may raise concerns about short-term volatility. High competition in the tech sector, particularly in digital advertising and cloud services, could impact Alphabet's market share and profitability in the future. Institutional ownership is significant, with 40.03% of the stock held by hedge funds and other investors, which can lead to increased volatility if these investors decide to sell. Recent price target adjustments by analysts, such as Piper Sandler lowering its target from $210.00 to $208.00, may indicate a cautious outlook on the stock's near-term performance. The company's debt-to-equity ratio is low at 0.03, which is generally positive, but it may also suggest that Alphabet is not leveraging its capital effectively for growth opportunities. | | View Today's Stock Pick |
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