Be in the know. 17 key reads for Wednesday…

  1. Power equipment maker Generac raises annual sales forecast on growing data center backlog (reuters)
  2. Generac shares soar 14% on earnings beat, raised guidance (investing)
  3. AI Power-Gear Spending in US Surging Up to $65 Billion (bloomberg)
  4. The US Grid Wasn’t Built For This (zerohedge)
  5. Online marketplace Etsy beats revenue estimates on steady demand (reuters)
  6. Stanley Black & Decker beats estimates on revenue growth (investing)
  7. Pfizer’s blood cancer drug meets main goal in late-stage trial (reuters)
  8. Pfizer secures deals to keep heart drug free of generic rivals until 2031 (reuters)
  9. Mortgage rates are rising again, but homebuyers are trickling back (cnbc)
  10. U.S. Home Price Growth Slowed in February (wsj)
  11. Conference Board Confidence Unexpectedly Jumps To Highest In 2026 (zerohedge)
  12. Disney has decided to keep ESPN (businessinsider)
  13. FCC launches review of Disney broadcast licenses years ahead of schedule (cnbc)
  14. GM Says Iran War, High Gas Prices Aren’t Denting Sales (wsj)
  15. Panama’s Copa Airlines to buy 60 Boeing 737 Max jets (reuters)
  16. Alibaba doubles down on healthcare AI with new tool for early colorectal cancer detection (scmp)
  17. TD Cowen raises NOV stock price target on offshore momentum (investing)

“Chips and Drill Bits” Stock Market (and Sentiment Results)…

Key Market Outlook(s) and Pick(s)

On Monday, I joined Stuart Varney on Fox Business’ Varney & Co. to discuss markets, the economy, earnings, the consumer, Advance Auto Parts ($AAP), VF Corp ($VFC), and more. Thanks to Stuart and Maggie Edwards for having me on:

Continue reading ““Chips and Drill Bits” Stock Market (and Sentiment Results)…”

Be in the know. 17 key reads for Tuesday…

  1. Emerging Stocks an Even Better Bargain After Best Rally in Years (bloomberg)
  2. Alibaba’s plan to list Cainiao logistics hub as Reit will ‘unlock’ value, analysts say (scmp)
  3. In China, AI is moving into the physical world — fast (cnbc)
  4. Intel Stock Rally Rages On. What UBS Says It Underestimated. (barrons)
  5. Intel $6.5 Billion Bond Sale Signals Investor Hope in Turnaround (bloomberg)
  6. PayPal Brings New Commerce-Grade Identity Solution to Advertising Industry (paypal)
  7. Wall Street banks boost Treasury holdings to highest level since 2007 (ft)
  8. Trump Cancels More Wind Leases to Spur Oil and Gas Investment (bloomberg)
  9. Abu Dhabi state energy group to invest ‘tens of billions’ in US push (ft)
  10. The World Needs Natural Gas Now, but the U.S. Is Exporting All It Can (nytimes)
  11. GM Boosts Profit Outlook as Truck Sales Buck Rising Gas Prices (bloomberg)
  12. Spiking Oil Prices Spurred a EV Buying Spree in March (bloomberg)
  13. There’s a pizza price war going on, and Domino’s is feeling the pain (marketwatch)
  14. OpenAI Misses Revenue, User Targets As CFO Fears $1.5 Trillion In Commitments Can’t Be Paid (zerohedge)
  15. Tom Lee: Upside case for stocks the rest of this year is strengthening (youtube)
  16. Boeing, US Navy achieve successful test flight of unmanned refueling plane (reuters)
  17. UBS raises Etsy stock price target to $72 on Depop sale proceeds (investing)