Ongoing inflation is more important than a Fed rate cut, says Charles Schwab's Kathy Jones
Youtube· 2025-09-16 03:13
Treasury yields dipping again slightly ahead of that. Let's bring in Kathy Jones of Schwab. Kathy, it's good to have you on the program. Um, you know, it's one thing for the Federal Reserve to say something. It's another thing for the bond market to do something and the Fed can do what it says.In Europe, they've been cutting rates and borrowing costs have gone up, not down. What do you expect to happen on Wednesday and going forward. Yeah, Brian, I I think the key is not so much the Fed cutting because that ...
Broad improvement in earnings expectations is helping stock rally: Piper Sandler's Kantrowitz
Youtube· 2025-09-16 03:12
with Michael Canowitz joining us, chief investment strategist at Piper Sandler. Uh it's like dealers's choice, Michael. You've got Fed, you've got positive China news, you've got continued strong earnings.How would you select sort of the rationale for what's been a pretty good rally for the last two months. Yeah. Well, I it's it's been really since since early April pretty explosive rally.Some of the stats Well, the first two weeks April were pretty explosive on the downside. Yeah. From the bottom. From the ...
How Should Investors Approach JetBlue Post Bullish Q3 Outlook?
ZACKS· 2025-09-16 03:11
Key Takeaways JetBlue raised Q3 guidance for capacity and revenue per seat mile after strong summer bookings.The airline cut its fuel cost forecast and trimmed non-fuel unit cost expectations for Q3.JetBlue trades at a discount to peers but faces pressure from rising debt and labor expenses.Early this month, JetBlue Airways Corporation’s (JBLU) management stated that booking trends were impressive throughout the peak summer season. As a result, the low-cost carrier gave an improved view for capacity growth ...
UBS Group AG Mulls U.S. Relocation as Swiss Capital Rules Tighten
ZACKS· 2025-09-16 03:11
Key Takeaways UBS is weighing a U.S. move after Swiss regulators proposed tougher capital requirements.Relocation talks include U.S. officials and could involve acquiring a midsized bank.Swiss reforms aim to strengthen banking stability and prevent another Credit Suisse-style crisis.UBS Group AG (UBS) is reportedly weighing the possibility of relocating its headquarters from Zurich to the United States after Swiss regulators proposed significantly stricter capital requirements. This was first reported by th ...
Constellation Brands (STZ) Shares Cross 3% Yield Mark
Nasdaq· 2025-09-16 03:10
Looking at the universe of stocks we cover at Dividend Channel , in trading on Monday, shares of Constellation Brands Inc (Symbol: STZ) were yielding above the 3% mark based on its quarterly dividend (annualized to $4.08), with the stock changing hands as low as $135.25 on the day. Dividends are particularly important for investors to consider, because historically speaking dividends have provided a considerable share of the stock market's total return. To illustrate, suppose for example you purchased share ...
The acquisition at the heart of China's Nvidia probe, and Palo Alto joins a 'best ideas' list
CNBC· 2025-09-16 03:06
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets : Stocks are up to start the week, with both the S & P 500 and Nasdaq hitting new all-time highs. A positive update on a potential trade deal between the U.S. and China is improving market sentiment, with the two sides reportedly agreeing on a framework that would keep the social media platform TikTok operating in the United State ...
BYD: Supplier Pledge And Energy Storage Investments Spark Comeback Jump
Seeking Alpha· 2025-09-16 03:06
BYD ( OTCPK:BYDDY ) has been on the retreat, with stock prices down sharply over the past few months. I last recommended BYD in May, and shares are down about 17% since then. BYD is, admittedly, one of my worst-performing buy picks, but I stillMarkets rise and fall, booms come and go, and the world keeps ticking. Ultimately, I believe observing megatrends, as difficult as they can be to spot, let alone fully comprehend, can yield insights into the advance of human society, which in turn could pave the way f ...
Voya Financial Trades Above 50-Day SMA: How to Play the Stock?
ZACKS· 2025-09-16 03:05
Key Takeaways Voya grows through automation, cost savings, and a wider distribution network.Stop Loss growth lifts Health Solutions, with margins set to expand into 2026.OneAmerica adds $670B assets and $200M 2025 revenue to Wealth Solutions.Voya Financial, Inc. (VOYA) has been trading above its 50-day simple moving average (SMA), signaling a short-term bullish trend.The 50-day SMA is a key indicator for traders and analysts to identify support and resistance levels. It is considered particularly important ...
AXR Stock Gains Following Q1 Earnings as Margins and Profit Strengthen
ZACKS· 2025-09-16 03:05
Shares of AMREP Corporation (AXR) have gained 10.1% since the company reported its earnings for the quarter ended July 31, 2025. This compares with a 1.6% gain for the S&P 500 Index during the same period. Over the past month, the stock has risen 10.2% compared with the broader market’s 2.9% growth.AXR’s Financial Performance OverviewFor the first quarter of fiscal 2026, AMREP posted revenues of $17.9 million, a decline of 6.5% from $19.1 million in the prior-year period. Despite the top-line contraction, n ...
Thermo Fisher: A Hold For Stability, Not For Outperformance (NYSE:TMO)
Seeking Alpha· 2025-09-16 03:04
Thermo Fisher Scientific Inc. (NYSE: TMO ) is a global leader in laboratory products and diagnostics. The company offers services and products that support scientific research and are widely used in the biopharma and clinical diagnosticsDear Reader,I am a Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics, and risk-managed portfolio construction. My professional background covers both institutional and pri ...