The Manufacturing - Farm Equipment industry bears the impacts of low farm income. Demand will eventually pick up, aided by growing demand for food. DE, AGCO and LNN are poised to gain.
We believe Boston Scientific is one of those MedTech manufacturers that can be considered as the biggest gainers from the Fed's two successive interest rate cuts in 2024.
AMREP posts strong revenue growth in second-quarter fiscal 2025, driven by strong land and home sales, but rising costs and market challenges weigh on the outlook.
JPMorgan (JPM) has released a new report suggesting the artificial intelligence landscape will enter a transformative phase in 2025. The analysis highlights emerging players like Amazon (AMZN), Meta (META), Spotify (SPOT), and Alphabet (GOOG, GOOGL), signaling a potential shift away from traditional AI infrastructure powerhouses such as Nvidia (NVDA). Yahoo Finance markets and data editor Josh Schafer breaks down the report's key insights, examining how the AI investment landscape is evolving from infrastructure-focused plays to companies actively monetizing AI technologies. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Angel Smith
November's retail sales growth offers an opportunity to invest in stocks, such as ANF, DECK, GAP & AMZN, which are likely to benefit from improved consumer activity.
The US Census Bureau released November's housing construction data, giving an updated look at the health of the real estate market. Housing starts declined 1.8% month over month, reaching their lowest level since July. However, single-family housing starts showed resilience, rising 6.4% from the previous month. Building permits also demonstrated strength, climbing 6.1% month over month. Morning Brief anchors Madison Mills and Brad Smith dissect how homebuilder stocks are reacting to the data. Lennar (LEN) is set to report its latest earnings print after Wednesday's market close. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Angel Smith