4 portfolio tech stocks are making news — plus, why the market is looking past hot inflation

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

Topics

How Elon Musk’s ‘DOGE’ playbook could trigger a bear market for stocks

Big cuts in the federal deficit will almost certainly lead to a large reduction in corporate profits.
MarketWatch - 57m
The stock market is ignoring what could be its No. 1 threat

“Tail risk” — uncertainty over inflation, tariffs, political chaos and other unknowns — could trigger a chaotic market downturn.
MarketWatch - 1h
Why the bull market in stocks can live with higher inflation

Here’s why the U.S. stock market might not mind higher for longer interest rates.
MarketWatch - 1h
NASCAR in 2025: New drivers and race teams to follow, plus a complete look at this year's Cup Series field

Chase Briscoe at Joe Gibbs Racing and the expansion of four different teams headlines what's new for 2025
CBS Sports - 4h
Texas Stock Exchange? Why the NYSE Will Launch a New Venture in the Lone Star State

The exchange is backed by BlackRock and Charles Schwab and is targeting a 2026 launch.
Inc. - 7h
Trump and the Fed Complicate the Stock Market’s Historic Bull Run

The bull case for stocks hasn’t vanished, but it requires more mental gymnastics now.
Inc. - 8h
Stock Market Falls After Inflation Report

Investors are now betting that the Federal Reserve will cut interest rates just once more this year, a drastic shift in expectations since late 2024.
The New York Times - 1d
Intel’s stock is on a hot streak. Here’s why the rally could continue.

The continued momentum for Intel’s stock could force hedge funds to start buying. Plus, Intel’s process technology is getting more respect.
MarketWatch - 5h
Hot CPI reignites stagflation fears. Here’s why that would be disastrous for your 401(k).

The recently retired and the almost-retired are most at risk.
MarketWatch - 6h
Hot Inflation Raises Stakes of Trump’s Tariffs

Economists warn that enacting tariffs at a time of persisting price pressures is a risky move.
The New York Times - 8h
2/12: CBS Evening News Plus

Inflation accelerated in January, CPI report finds; John Dickerson on Elon Musk's role in the Trump administration
CBS News - 16h
What to know about the market as the ‘Magnificent Seven’ stocks lose momentum

Market leadership changes, but the fundamentals of good investing never do.
MarketWatch - 1d
10-, 30-year yields have biggest one-day jumps of 2025 after hot inflation data

U.S. government debt aggressively sold off on Wednesday, pushing 10-and 30-year yields up for a fifth straight session, after the consumer-price index for January came in higher than expected and ...
MarketWatch - 1d
Trump’s tariffs could make international stocks more attractive than U.S. investments. Here’s why.

U.S. investors are looking abroad in pursuit of higher stock-market returns.
MarketWatch - 1d
How the ripple effect of inflation, tariff concern could impact 2 big tech stocks

Inflation-wary consumers are still worried about rising prices — for good reason.
CNBC - 1d
Prisco's Top 100 free agents, plus teams poised to make huge leaps in 2025 and key offseason dates to know

Everything you need to know around the NFL for Feb. 12
CBS Sports - 1d
Hot inflation report, rising Treasury yields warn the market’s bull run could be in trouble. Here’s how to read it.

Investors worry the Federal Reserve might have gone too far in cutting interest rates
MarketWatch - 1d
Look Past Elon Musk’s Chaos. There’s Something More Sinister at Work.

Everything is content.
The New York Times - 1d
Why Micron’s stock is leading the chip sector’s decline

Micron CFO Mark Murphy mentioned various factors that could weigh on margins for next quarter, but he also said that period should mark the low point.
MarketWatch - 1d
Falling inflation-adjusted yields have cheered investors. Why it may not last.

The yield on 10-year Treasury inflation-protected securities probably won’t keep falling this year despite its recent retreat, according to Capital Economics.
MarketWatch - 1d
As hopes grow for a cease-fire in Ukraine, J.P. Morgan looks at the impact on stocks

Some of the region’s stocks have already benefited from talk of a negotiated end to the conflict.
MarketWatch - 1d
FirstFT: Chinese tech stocks ride DeepSeek wave to bull market

Also in today’s newsletter, Foxconn confirms interest in Nissan stake and Disney cuts diversity category from executive pay scheme
Financial Times - 1d
Markets may be underestimating how much inflation will fall this year

It is not just tariffs that might affect growth but also trade uncertainty and the effects of the Trump policy agenda
Financial Times - 1d
China’s tech stocks enter bull market after DeepSeek breakthrough

Budget AI model triggers global reappraisal of Chinese technology companies
Financial Times - 1d
2/11: CBS Evening News Plus

Trump meets with king of Jordan amid growing tensions; Inside self-driving Waymo ride as company looks to expand to highways
CBS News - 1d
Jalen Hurts looks Tom Brady-like, P4 conferences to police NIL & Texas Tech a new transfer portal power? | College Football Enquirer

Dan Wetzel, Ross Dellenger and SI's Pat Forde take a look back at how Jalen Hurts experiences at Alabama and Oklahoma propelled him to victory in Super Bowl LIX, explore Texas Tech’s transfer ...
Yahoo Sports - 2d
Super Micro's roller coaster continues into earnings with 59% stock pop in past week

Super Micro has a lot on the line heading into its earnings report on Tuesday after a tumultuous 2024.
CNBC - 2d
India’s stock market has an influencer problem

Also in this newsletter: Private capital in space programme and P Venkatesalu’s mantra
Financial Times - 2d
Fantasy Basketball Week 17 Start/Sit: Max Christie looks like an early winner, plus injury-based opportunities

Can Max Christie continue his hot start in Dallas, especially with some recent injuries to other players?
CBS Sports - 3d
Super Bowl 2025 winners and losers, plus three reasons why Chiefs got destroyed and Taylor Swift gets booed

Here's everything you need to know about the NFL for Feb. 10
CBS Sports - 3d
MLB Power Rankings: Dodgers at No. 1 to start 2025, plus what we're looking forward to as hope springs eternal

The Super Bowl is over and spring training arrives this week
CBS Sports - 3d
Why the stock market bulls are rooting for the Eagles in the Super Bowl

Subjecting the Super Bowl Predictor to statistical scrutiny.
MarketWatch - 4d
Do you have too much of your money invested in the stock market?

Also: A big warning for Tesla’s shareholders, Roth IRA timing and companies that are likely takeover targets.
MarketWatch - 4d
Here are the 3 things we're watching in the stock market this week

Rekindled inflation concerns and President Donald Trump threatening reciprocal tariffs Friday slammed Wall Street.
CNBC - 4d
These 2 seasonal stock-market patterns could give your portfolio a boost

Investors take notice of the presidential cycle and years ending in ‘5.’
MarketWatch - 5d
China’s economic miracle appears to be in the past. Here’s why the future looks bleaker and bleaker.

Weak consumption, an aging population and an exodus of personal wealth from the country put China on a perilous path.
MarketWatch - 5d
Here are some of this week’s biggest stock winners and losers in the portfolio

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
CNBC - 6d
Trump’s Tariff Plan Is Looking Potentially Disastrous for Inflation

Here’s why Trump’s opening tariff salvo will likely hurt U.S. consumers.
Inc. - Feb. 6

More in Business

Europe must respond to Trump ‘electroshock’, says Macron

French President tells Financial Times that continent should ‘muscle up’ and secure its own future
Financial Times - 14m
HSBC to unveil $1.5bn savings as Elhedery’s restructuring kicks in

New chief executive has started wide-ranging shake-up of Europe’s biggest bank
Financial Times - 14m
Airbnb shares are rallying, and its CEO thinks it can be a one-stop travel shop ‘similar to Amazon’

Airbnb Inc. on Thursday forecast first-quarter sales that came up a bit shy of Wall Street’s expectations, but the vacation-rental platform said it expects to continue to build on strides it made ...
MarketWatch - 15m
GameStop’s stock soars on report of possible bitcoin investment

Shares of GameStop were gaining more than 7% in extended trading Thursday, following a report that the company is weighing a bitcoin investment.
MarketWatch - 18m
Coinbase revenue surges more than 130%, driven by postelection crypto rally

Coinbase reported better-than-expected fourth-quarter earnings, strengthened by a raging postelection crypto rally at the end of 2024.
CNBC - 42m