‘We’re pricing in an acceleration.’ Portfolio manager offers two stocks to protect from this big investor blind spot.
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Nvidia and 2 other portfolio stocks report earnings next week. Here's what we want to see from each
There will be less economic data in the week ahead, but we will get earnings from three portfolio names, including one of our two "own, don't trade" stocks.CNBC - Business -
Alleged ‘deal’ offer from Trump to big oil could save industry $110bn, study finds
Ex-president at Mar-a-Lago last month hosted more than 20 executives, including from Chevron, Exxon and Occidental. A “deal” allegedly offered by Donald Trump to big-oil executives as he sought $1bn in campaign donations could save the industry ...The Guardian - World - Donald Trump -
Here are the portfolio's top 5 performers in a record-setting week for stocks
The Dow closed above the 40,000 level for the first time, while the S&P 500 and Nasdaq Composite both hit records earlier in the week.CNBC - Business -
Here's our latest thinking on the 3 portfolio stocks reporting earnings this week
The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m. ET.CNBC - Business -
The sudden revival of GameStop mania comes just as the U.S. financial industry is racing to fix a big problem with the market's plumbing that roiled investors during the original meme-stock craze in 2021.
The sudden revival of GameStop mania comes just as the U.S. financial industry is racing to fix a big problem with the market’s plumbing that roiled investors during the original meme-stock craze in 2021.The Wall Street Journal - World -
Global investors wake up to cheap UK stocks as takeover activity rises
Jupiter Asset Management boss says London-listed shares are ‘cheapest they have been in 50 years’Financial Times - Business - United Kingdom -
Latest shipping data reveals that mid-range retail is the new consumer price sweet spot
Retailers are converging on 'middle-price-point' items as the best way to reach consumers, a new CNBC Supply Chain Survey shows.CNBC - Business -
Microsoft offers staff to relocate from China
Offer comes as tensions rise between Washington and Beijing over sensitive technologyFinancial Times - Business - Microsoft -
Biden courts battleground state Black voters with two big speeches
In Atlanta, Georgia, and Detroit, Michigan, the president made overtures to Black voters while addressing Gaza and attacking Trump.CBS News - Top stories - Joe Biden -
Cramer picks two 'winning' footwear stocks in a ‘nightmare’ athletic apparel market
CNBC's Jim Cramer on Thursday picked two footwear stocks he thinks are headed for success: On Holding and Deckers Outdoor.CNBC - Business -
FirstFT: Investors pull money from Starwood $10bn property fund
Also in today’s newsletter, Shein switches IPO plans from New York to London and Pfizer hopes to settle thousands of lawsuitsFinancial Times - World -
Juventus sack manager Massimiliano Allegri following Coppa Italia outburst, with two games remaining in season
Allegri's contract was due to expire on June 30, 2025 but he was expected to leave at season's endCBS Sports - Sports -
With GTA 6 Release Coming Up, Take-Two Boss Talks About Setting Game Prices
With Grand Theft Auto VI's release coming up in late 2025, some are wondering if Take-Two might charge more than $70 for the game's standard edition. After all, Take-Two was among the first major companies to up the price of its topline games from ...GameSpot - Tech -
Bet on the middle class and M&A with these stocks as Dow nears 40,000, says value manager
Ariel Investments’ vice chairman Charlie Bobrinskoy tells CNBC that as the Dow nears 40,000, there are bargains to be found in the value space.MarketWatch - Business -
AI companies seek big profits from ‘small’ language models
Microsoft, Meta and Google have released new versions with fewer ‘parameters’ that are cheaper to build and trainFinancial Times - Business - Artificial Intelligence -
5 big takeaways from Day 19 of Trump's hush money trial
Prosecutors in the first criminal trial of a former U.S. president rested their historic case Monday after presenting 20 witnesses and more than 200 pieces of evidence.ABC News - Top stories - Donald Trump -
How to own Big Tech and stay diversified, plus learning more about stock buybacks
Yes, it's possible to have a diversified portfolio with three mega-cap stocks in your top five.CNBC - Business -
CoreWeave, an AI cloud-computing startup backed by Nvidia, has raised $7.5 billion from investors.
CoreWeave, an AI cloud-computing startup backed by Nvidia, has raised $7.5 billion from investors.The Wall Street Journal - World -
We’re in a ‘My Wife Did It’ Moment
Justice Alito and Senator Menendez have one thing in common.The New York Times - Top stories -
Biden Moves to Protect U.S. Solar Panel Makers From Cheap Chinese Imports
Added tariffs and better access to subsidies for domestically made panels will play to voters and could further the U.S. adoption rate for sustainable power equipment.Inc. - Business - Joe Biden -
One Tech Tip: Protecting your car from the growing risk of keyless vehicle thefts
Auto technology has evolvedABC News - Tech -
Behind Zuckerberg's contrarian strategy to give away Meta's artificial-intelligence technology is a bet that making Silicon Valley's hottest new offering free will drive down competitors' prices and spread Meta's version more broadly.
Behind Zuckerberg’s contrarian strategy to give away Meta’s artificial-intelligence technology is a bet that making Silicon Valley’s hottest new offering free will drive down competitors’ prices and spread Meta’s version more broadly.The Wall Street Journal - World -
Our adviser put 50% of our holdings in individual stocks, but now we fear a big tax hit by switching to index funds
Changing investment strategies midstream can lead to significant capital gains when you sell.MarketWatch - Business -
Mortgage rates fall to the lowest level in a month, but ‘home buyers are still feeling the pressure’ from high home prices
The 30-year mortgage rate is averaging at 7.02% Freddie Mac said in its latest weekly survey on Thursday.MarketWatch - Business -
‘I see my greedy in-laws as misogynists’: I was a stockbroker in the 1980s and always kept my money separate from my husband’s. Is such self-protection justified?
“The biggest surprise when we got married was that my husband’s family saw me as a paycheck, even though they are all educated.”MarketWatch - Business -
Flores to take part in NFL's accelerator program
Brian Flores will be among the participants in the NFL's fifth accelerator program, an event hosted by the league to strengthen the pipeline of diverse candidates for front office and coaching positions.ESPN - Sports - NFL -
Tua Tagovailoa has been mostly absent from Dolphins activities as Miami QB looks for big next contract
Tagovailoa has skipped most voluntary OTAs over the past month as team prepares for him to play on fifth-year-optionCBS Sports - Sports - NFL -
How Big Dairy Took Over Your TikTok Feed—With Help From Uncle Sam
A vast constellation of celebrities, from Kelly Ripa to the McDonald’s mascot Grimace, have helped push dairy sales.Wired - Tech - Tiktok -
Power demand from AI, EVs and Big Tech is now the energy sector’s No. 1 concern
If power systems fail, it’s lights out for the entire economy.MarketWatch - Business -
Five takeaways from big basketball recruiting weekend as Kiyan Anthony, Bryce James stand out
Legacy players draw much of the interest, but you'd better be learning the names Darryn Peterson and Koa Peat, tooCBS Sports - Sports -
The best Memorial Day deals from REI, Nike, Amazon and more big retailers
Save up to 50% on shoes, sports TVs, golf gear all week up until Memorial Day. Here are the top sales and deals.CBS Sports - Sports -
Eli Lilly falls on a rival's obesity study — plus, we're removing 3 stocks from our watchlist
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.CNBC - Business -
Keywords Studios’ stock surges as videogame company mulls improved £2 billion bid from EQT
The Swedish private -quity giant is considering acquiring Keywords Studios for 2,550 pence per share, in what would mark a 73% premium on its closing price Friday.MarketWatch - Business -
Officially Licensed Elephant Mario Plush From Super Mario Bros. Wonder Is Back In Stock
Super Mario is no stranger to power-ups that transform him into animals; the acrobatic plumber has morphed into a raccoon, frog, bunny, cat, etc. But last year's Super Mario Bros. Wonder introduced an instant classic that will be hard to top: ...GameSpot - Tech -
Why we’re relaunching our guide to post-Brexit Britain
Upgrading state will take more than money; plus, businesses bewail new hostile environment for overseas graduatesFinancial Times - Business - United Kingdom -
Dow hits 40,000 for the first time as bull market accelerates
Robust corporate profits and steady U.S. economic growth are driving stocks to record highs.CBS News - Top stories -
Kyndryl and Nvidia team to enable and accelerate enterprise generative AI adoption
Kyndryl and Nvidia join forces to empower businesses with the tools and expertise to develop and deploy successful generative AI projects.VentureBeat - Tech -
70 years after Brown, we’re fighting the same battles over again
This is a good time to remind ourselves how much Brown changed this country, and how much we don’t want to backslide.The Hill - Politics -
Blind date: ‘My shirt went straight in the wash when I got home’
Nadeem, 57, an academic, meets Anona, 59, an environmentalist. What were you hoping for?That he could make me laugh, had hair and wouldn’t bore the pants off me. Continue reading...The Guardian - World -