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

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 - 5d
Why the U.S. stock market may continue to hold up even as inflation rises again

Also: Municipal bond ETFs, Social Security timing and the Moneyist’s agony column.
MarketWatch - 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 - Feb. 8
Last week showed the stock market has moved on from obsessing about inflation. Here’s the new playbook.

Neuberger Berman advises investors move on from inflation worries and focus on growth expectations instead.
MarketWatch - 10h
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 - 6d
Jim Cramer says buy these 2 portfolio stocks, plus his latest thinking on Nvidia

The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.
CNBC - 7h
Why the Stock Market Just Won’t Quit

Investors keep piling into equities despite tariff uncertainty, geopolitical tensions and DeepSeek fears.
Inc. - 10h
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 - 5d
China’s tech stocks enter bull market after DeepSeek breakthrough

Budget AI model triggers global reappraisal of Chinese technology companies
Financial Times - 6d
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 - 6d
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 - 6d
Why the stock market bulls are rooting for the Eagles in the Super Bowl

Subjecting the Super Bowl Predictor to statistical scrutiny.
MarketWatch - Feb. 9
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 - 6d
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 - Feb. 8
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 - 3d
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 - 4d
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 - Feb. 7
The stock market just won’t crack. Bulls say it’s time for a breakout to new highs.

Stock-market bulls are looking for a breakout to the upside after equities remained resilient in the face of bearish news.
MarketWatch - 3d
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 - 6d
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 - Feb. 11
Can the Federal Reserve Look Past Trump’s Tariffs?

Top officials are grappling with how to handle potential price increases caused by the administration’s policies.
The New York Times - 5h
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. - 5d
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
India’s stock market has an influencer problem

Also in this newsletter: Private capital in space programme and P Venkatesalu’s mantra
Financial Times - Feb. 11
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 - 6d
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 - 5d
2/13: CBS Evening News Plus

Why Trump wants to impose reciprocal tariffs; U.S. headed toward demographic cliff as population ages
CBS News - 4d
2/14: CBS Evening News Plus

Zelenskyy meets with Vance at Munich Security Conference; Reporter’s Notebook: John Dickerson on Danielle Sassoon’s resignation
CBS News - 3d
2/17: CBS Evening News Plus

Trump asks Supreme Court to allow firing of whistleblower agency head; John Dickerson on admiration for George Washington and its effect on modern-day politics
CBS News - 18h
Look Past Elon Musk’s Chaos. There’s Something More Sinister at Work.

Everything is content.
The New York Times - 6d
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 - 6d
The market continues to broaden out as investors ignore tariff and inflation threats

It’s another day with more stocks up than down.
NBC News - 4d
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 - 6d
Musk and markets: why Doge is not cutting through

Also in today’s newsletter, JD Vance gives investors something other than tariffs to chew on for a change
Financial Times - 18h
Stanley Druckenmiller bought Tesla and these tech stocks last quarter

Closely followed investor Stanley Druckenmiller increased exposure to some big technology companies in the final quarter of 2024
MarketWatch - 1d
Conagra’s stock falls as factory upgrade and inflation weigh on profit view

Food giant cites inventory problems with frozen meals containing chicken, as well as with frozen vegetables.
MarketWatch - 7h
Wells Fargo gets another win, plus what's fueled 2 tech giants to big weeks

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
CNBC - 4d
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 - 6d

More in Business

HP to Buy Humane, Maker of the Ai Pin, for $116 Million

Humane, which marketed its Ai Pin as the next big thing after smartphones, had raised $240 million from investors, including OpenAI’s Sam Altman. The pin will be discontinued.
The New York Times - 8m
Dell expected to provide lower guidance next week, but AI servers remain a big bright spot

Here’s why one analyst advises, “Don’t bet against Michael Dell.”
MarketWatch - 23m
Nvidia’s stock is climbing again, and this overlooked reason is helping

Nvidia’s stock has retraced more than 90% of what it lost during the post-DeepSeek dive.
MarketWatch - 28m
Medicare Doesn’t Pay for Everything: How to Bridge the Cost Gap

Older Americans have ways to protect against high out-of-pocket health care costs, but it’s important to understand the trade-offs.
The New York Times - 41m
Should you be worried about Elon Musk’s DOGE accessing your Social Security information?

Attempts by the so-called Department of Government Efficiency, or DOGE, to seek access to the Social Security Administration’s database have sparked concern that it could compromise people’s ...
MarketWatch - 45m