Market Trend & Fed Actions - The Fed's rate cut is seen as a positive signal, indicating an "easy mode" for the market, suggesting not to fight the Fed when buying stocks [7] - Money managers are expected to invest cash previously held back due to uncertainty about the Fed's rate cut [7][8] - Lower short-term rates lead to a fall in long-term rates, creating a favorable environment for the stock market [8][11] Investment Opportunities - Sectors that benefit from lower rates, such as home builders (e g Toll Brothers) and retailers connected to them (e g Home Depot), are recommended [12][13] - Transports, including JB Hunt, Federal Express, Union Pacific, and North Southern, are considered good buys due to lower rates and specific company strengths [14][15] - High-growth stocks, even those with high valuations, are expected to perform well with lower rates, particularly those already showing strong performance like Palantir [15][16][17] - Industrials, such as Caterpillar and Cummins, are expected to benefit from lower rates, fitting the environment despite differing opinions [18][20] Potential Risks & Considerations - The bond market is a key indicator of the Fed's actions, and its positive response to the rate cut is crucial [9] - While a quarter-point rate cut may seem insignificant, hedge funds and mutual funds are expected to react positively [19][20] - New stock accounts and money inflows are anticipated, further boosting the market [22]

The hairs are split, the heads are counted, the deal is done, the Fed is cut. Onto the next story. It really is like that in this business.Only the media seems to know that it's not. And insist on beating the story to pulp when the old judgment is all that matters. Got a rate cut.Yay. Here's the only cadence you need to know about a Fed meeting. It goes like this.We have a big event coming up. We think the Fed will cut probably a quarter point. Then we get exactly what we want.And the story has been written ...

Hey, Mel. So, Coca-Cola says that CEO James Quincy will transition to executive chairman in March 2026. He'll be replaced by the current Coca-Cola chief operating officer, Enrique Braun.Quincy, he was named CEO in May 2017, and since then, the stock has risen about 63%. Bel. ...

Financial Performance & Investment - Oracle's capital expenditures increased to $12 billion, up from $8 billion in the previous quarter [1] - Remaining performance obligations (RPO), representing the backlog of new cloud computing deals, reached $523 billion, an increase from $455 billion in the previous quarter [4] AI & Cloud Strategy - Oracle's number one expense in AI cloud computing is graphic processing units (GPUs), with a significant dependence on Nvidia [2] - Oracle is emphasizing chip neutrality as a key policy, exploring options beyond Nvidia, including AMD, Google, and Amazon [2][3] - Oracle is considering financing options where customers can bring their own chips or suppliers can lease chips for installation in their data centers [1] Customer Base & Market Perception - Oracle is highlighting customers beyond OpenAI, including Meta and Nvidia, to demonstrate a broader customer base [7] - The market is currently focused on Oracle's financing options for its data center buildout, seeking more clarity in the next 3 to 6 months [5] - A previous 36% stock price increase was attributed to the RPO number, but the market seems to be overlooking this metric currently [5]

Cassine Gazi Ceine uh the numbers overall looking good here and of course you got answers as part of the picture now uh last quarter a lot of talk about the IP business so tell me is that uh getting any more predictable and how does that affect not only this quarter but how you're looking at the coming year >> hey John great to be here yes for Q4 and the FY26 guide you can look at it as a combination of meat and beat on the top line and bottom line which is very exciting As far as Q3, we did hit a bump with ...

Fed's Monetary Policy Stance - The market interprets the Fed's recent moves as dovish, suggesting potential future rate cuts, though possibly not in January or March [2] - The Fed's decision to buy T-bills is viewed as a dovish signal [2] - Some analysts believe the Fed is trying to prevent a potential crisis by injecting liquidity [4] - The market initially reacted to the news with a sell-off in miners, but then reversed course, anticipating a rise in gold prices due to potential QE [5] - The Fed is committed to a 2% inflation target [13] - The Fed was influenced by the Employment Cost Index (ECI), which showed wage growth at 35% [15] Market Reactions and Expectations - The bond market's reaction to the Fed's moves was less pronounced than expected, with two-year Treasury yields down by 0007% to 0008% [3] - Small caps finished at all-time highs [11] - The market closed up 0070% intraday [11] - The market anticipates a Santa Claus rally [13]

Rebutting reports that China's AI startup DeepSeek is using smuggled Blackwell chips. They are considered Nvidia's most advanced AI chips. That was a report in the information.Nvidia shares falling today now down almost 8% over the last month. Let's get reaction from Fast Money friend Gene Muner, managing partner at Deep Water Asset Management. We will get into Nvidia and all that.Gene, but I got to ask you about Oracle, which is down 10% here. I don't know if you want to speak specifically about the Oracle ...

Currency Trading - Long euro versus US dollar, currently at 117, expected to reach 1223 quarters (approximately 12275) [1] Commodity Investments - Copper miners are suggested as a potential investment, mirroring the rally of gold miners with the gold move [1] Energy Sector - XLE (Energy Select Sector SPDR Fund) is identified as a breakout candidate [1] - XOM (Exxon Mobil Corporation) is also mentioned, staying within the X theme [1]

to follow up on your comments about job growth. Why is it so much worse than the official data is suggesting. >> Oh, well, we just we know I think it's it's um this is I don't think this is particularly controversial.There's a it's very difficult to to estimate job growth in real time. They don't count everybody. They have a survey and there's been something of a systematic overcount.And so we we expected and they correct it twice a year. So the last time they corrected it, we thought the correction would b ...

For more on today's decision, let's get to senior economics reporter Steve Leeman, who is in Washington. Steve, >> hey Melissa. Yeah, the Fed following through on an expected hawkish rate cut, reducing rates by a quarter point to the new range of 3 and a half to 375, but signaling might be done cutting, at least for now.It appeared to buoy markets, however, with a more aggressive policy than expected for the balance sheet. On RA, the statement, what it did, it used language that it had used in the past to s ...