Why the bull market in stocks can live with higher inflation

• 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.
  
  CNBC - 37m
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  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. - 4h

• 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 - 22h

• 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

• A 40% stock-market crash? How AI hype could unravel—and how investors can brace for a selloff.

  BNP Paribas, took a look at possible extreme scenarios investors should consider for 2025, like a 40% stock drop.
  
  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
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  China’s tech stocks enter bull market after DeepSeek breakthrough

  Budget AI model triggers global reappraisal of Chinese technology companies
  
  Financial Times - 1d
• 

  Why Trump is reportedly ‘angry’ deportation numbers are not higher

  President Donald Trump is reportedly angry that the number of people deported from the U.S. within the first weeks of his term is not higher, according to three sources familiar with the ...
  
  NBC News - 3d

• Why the stock market bulls are rooting for the Eagles in the Super Bowl

  Subjecting the Super Bowl Predictor to statistical scrutiny.
  
  MarketWatch - 3d

More from MarketWatch

• Trump unveils plan for reciprocal tariffs. They could hit in weeks — or months.

  President Donald Trump unveiled a plan Thursday to implement new reciprocal tariffs on U.S. trading partners.
  
  MarketWatch - 31m

• Americans are piling on debt at a furious pace, as tariffs loom

  Credit-card bills and car loans swelled at the end of 2024.
  
  MarketWatch - 48m

• West Pharma’s stock tanks 33% to lead S&P 500 decliners as guidance misses by a wide margin

  West Pharmaceutical Services Inc.’s stock tumbled 33% Thursday, to lead S&P 500 decliners, after the manufacturer of injectable-pharmaceutical packaging and delivery systems offered guidance for ...
  
  MarketWatch - 57m

• 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 - 1h

• This cheap, balanced portfolio will be a better investment than most hedge funds

  A simple 60-40 stock-bond mix outperforms complicated, costly offerings.
  
  MarketWatch - 1h

More in Business

• Trump signs sweeping reciprocal tariff plan, says more coming

  Trump's all-caps post on Truth Social announcing the presser offered no details about the plan for new tariffs.
  
  CNBC - 9m

• Arm shares rise on report that Meta will buy its first chip

  Arm shares rose 5% after a Thursday report that it was developing its own chip and that it had secured Meta as one of its first customers.
  
  CNBC - 12m

• Credit card debt hit a record $1.21 trillion — here's why 'no one should be surprised,' expert says

  Credit card balances rose in the fourth quarter of 2024, the New York Fed found. Consumer spending continues to remain strong, despite high borrowing costs.
  
  CNBC - 15m
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  Trump’s Funding Freezes Bruise a Core Constituency: Farmers

  A rapid-fire array of directives by the Trump administration have left farmers and businesses in rural America reeling.
  
  The New York Times - 21m

• Reddit shares slump 6% on daily active user miss

  Reddit CEO Steve Huffman said the company experienced some "volatility" in user growth as a result of a Google search algorithm tweak.
  
  CNBC - 24m