Core Viewpoint - Rosen Law Firm is reminding investors who purchased Dow Inc. securities between January 30, 2025, and July 23, 2025, of the October 28, 2025, lead plaintiff deadline for a class action lawsuit [1] Group 1: Class Action Details - Investors who purchased Dow securities during the specified Class Period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [1] - A class action lawsuit has already been filed, and those wishing to serve as lead plaintiff must act by October 28, 2025 [2] - The lawsuit alleges that Dow made false and misleading statements regarding its ability to manage macroeconomic and tariff-related challenges, overstating its financial flexibility and downplaying the negative impacts on its business [4] Group 2: Rosen Law Firm's Credentials - Rosen Law Firm emphasizes the importance of selecting qualified counsel with a successful track record in securities class actions, highlighting its own achievements in this area [3] - The firm has secured significant settlements for investors, including over $438 million in 2019 alone, and has been consistently ranked among the top firms for securities class action settlements [3]

Group 1 - The article promotes the "Dogs of the Dow" investment strategy, focusing on dividend-paying stocks that are undervalued [1] - It highlights a live video series called "Underdog Daily Dividend Show" hosted by Fredrik Arnold, which features potential portfolio candidates [1] - The article encourages audience engagement by inviting comments on stock tickers for future reports [1]

Core Insights - The U.S. industrial sector is facing challenges due to changing consumer and business spending, inflation expectations, and new trade tariffs, but opportunities exist for investors with the right positioning [2] Group 1: Chemours Co. (CC) - Chemours is not typically viewed as a consumer play, but its chemicals are essential in automotive and housing paints, which could benefit from recent Federal Reserve interest rate cuts [3][4] - The stock is currently priced at $16.11 with a 52-week range of $9.13 to $22.38 and a dividend yield of 2.17% [3] - Analysts have set a price target of $21 per share, indicating a potential upside of 36% from the current price [5] Group 2: Dow Inc. (DOW) - Dow's stock is currently at $23.84, with a 52-week range of $20.40 to $55.63 and a dividend yield of 5.87% [8] - Lower interest rates are expected to stimulate new business activity, leading to increased demand for restocking inventories, particularly in packaging materials [8][9] - The current consensus price target for Dow is $30 per share, suggesting a potential upside of 30.2% from its current trading price [10] Group 3: Nucor Corp. (NUE) - Nucor, the largest U.S. steelmaker, is well-positioned to benefit from rebounds in both residential and industrial construction due to infrastructure spending [12] - The stock is currently priced at $137.98, with a 52-week range of $97.59 to $170.52 and a dividend yield of 1.59% [11] - Nucor reported an EPS of $2.60 for the recent quarter, exceeding the consensus estimate, and is expected to see cost reductions while prices rise due to increased demand [14]

Core Viewpoint - Investors have until October 28, 2025, to file lead plaintiff applications in a securities class action lawsuit against Dow Inc. for failing to disclose material information during the Class Period from January 30, 2025, to July 23, 2025 [1][3] Group 1: Lawsuit Details - The lawsuit alleges that Dow and certain executives violated federal securities laws by not disclosing material information during the Class Period [3] - The case is identified as Sarti v. Dow Inc., No. 25-cv-12744 [4] Group 2: Financial Performance - On July 24, 2025, Dow reported a non-GAAP loss per share of $0.42, significantly higher than the expected loss of approximately $0.17 to $0.18 per share [4] - The company's net sales for 2Q 2025 were $10.1 billion, reflecting a 7.3% year-over-year decline and missing consensus estimates by $130 million [4] - Dow announced a dividend cut from $0.70 per share to $0.35 per share, citing the need for financial flexibility in a challenging macroeconomic environment [4] - Following the financial disclosures, Dow's share price fell by $5.30, or 17.45%, closing at $25.07 per share on July 24, 2025 [4]

Core Viewpoint - The article discusses a class action lawsuit against Dow Inc. for alleged violations of the Securities Exchange Act of 1934, focusing on misleading statements regarding the company's financial health and performance during a specified class period [1][4]. Company Allegations - The lawsuit claims that Dow and its executives made false statements about the company's ability to handle macroeconomic challenges and maintain financial flexibility for dividends, which were overstated [4]. - It is alleged that Dow failed to disclose the true impact of competitive pressures, declining global sales, and product oversupply on its business [4]. Financial Performance - On June 23, 2025, BMO Capital downgraded Dow's stock from "Market Perform" to "Underperform," reducing the price target from $29.00 to $22.00 due to ongoing weaknesses in key markets, leading to a stock price drop of over 3% [5]. - Dow reported a non-GAAP loss per share of $0.42 for Q2 2025, significantly worse than the expected loss of approximately $0.17 to $0.18, with net sales of $10.1 billion, a 7.3% year-over-year decline, missing estimates by $130 million [6]. - Following the disappointing earnings report, Dow's stock price fell by more than 17%, and the company announced a dividend cut from $0.70 to $0.35 per share to maintain financial flexibility amid challenging conditions [6]. Legal Process - Investors who purchased Dow securities during the class period can seek to be appointed as lead plaintiff in the lawsuit, representing the interests of the class [7]. - The lead plaintiff can choose a law firm to litigate the case, and participation as lead plaintiff does not affect the ability to share in any potential recovery [7]. About the Law Firm - Robbins Geller Rudman & Dowd LLP is a leading law firm specializing in securities fraud and shareholder litigation, having recovered over $2.5 billion for investors in 2024 alone [8].

Market Performance - The Dow Jones Industrial Average reached a record high, closing up 0.5% or 238 points, while the S&P 500 is also on track for a record close [2][4] - The Russell 2000 small-cap index also achieved a record close, with utilities and healthcare sectors performing well, up 2.5% and nearly 7% respectively [3][4] - The NASDAQ experienced a slight decline, with major tech stocks like Meta and Tesla down approximately 2.25% and 1.5% respectively [4][5] Economic Indicators - Historical data suggests that government shutdowns have minimal impact on market performance, with the market typically rising during shutdown periods [9][10] - The unemployment rate is estimated to be around 4.28%, indicating stability in the labor market despite some concerns about wage growth [27][28] - Alternative data sources suggest that the overall economy is stronger than indicated by traditional payroll reports, with GDP growth estimated close to 3% [28][29] Sector Analysis - The technology sector is expected to lead earnings growth in Q3, with a projected year-on-year increase of 21%, followed by industrials and communication services [17][21] - Financials are also anticipated to report strong earnings, contributing to a general expectation of a 7% gain for the S&P 500 in Q3 [16][21] - Valuations for the S&P 500 are trading at a 42% premium compared to a 20-year history, indicating elevated market conditions [19][20] Consumer Sentiment and Spending - Consumer sentiment is expected to slightly decline in October, reflecting ongoing frustrations with high prices [52] - Upcoming earnings reports from major companies like PepsiCo and Delta Airlines will provide insights into consumer spending trends amid economic uncertainty [51][52] Government and Policy Impact - The ongoing government shutdown is delaying the release of key economic data, prompting reliance on alternative data sources for insights into the job market and inflation [23][24] - The Federal Reserve is expected to maintain a cautious approach to monetary policy, with potential interest rate cuts anticipated in response to economic conditions [14][53]

Core Viewpoint - Rosen Law Firm is reminding investors who purchased Dow Inc. securities between January 30, 2025, and July 23, 2025, of the upcoming lead plaintiff deadline on October 28, 2025, for a class action lawsuit [1]. Group 1: Class Action Details - Investors who bought Dow securities during the specified Class Period may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties must move the Court to serve as lead plaintiff by the deadline [3]. - The lawsuit alleges that Dow made false and misleading statements regarding its financial flexibility and the impact of macroeconomic factors on its business [5]. Group 2: Rosen Law Firm's Credentials - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a proven track record in securities class actions, highlighting its own success in recovering hundreds of millions for investors [4]. - The firm has been recognized for its achievements, including the largest securities class action settlement against a Chinese company at the time and being ranked No. 1 for securities class action settlements in 2017 [4].

Group 1 - The Dogs of the Dow is a well-known investment strategy that was first published in 1991 by Michael O'Higgins [1]

Core Points - A class action lawsuit has been filed against Dow Inc. for violations of the Securities Exchange Act of 1934, specifically citing false and misleading statements regarding financial pressures and market conditions [1][2] - The class period for the lawsuit is from March 10, 2021, to April 15, 2025, with a deadline for lead plaintiff appointments set for October 29, 2025 [2] Company Details - The lawsuit alleges that Dow Inc. was overly optimistic about its ability to maintain shareholder dividends and did not adequately disclose the financial challenges it was facing [2] - The DJS Law Group, which is handling the case, specializes in securities class actions and corporate governance litigation, representing large hedge funds and asset managers [4]

Core Viewpoint - S&P Dow Jones Indices has appointed Catherine Clay as the new CEO, effective November 1, 2025, succeeding Dan Draper, who will transition to a Special Advisor role [1][5][9]. Leadership Transition - Catherine Clay will report to Martina Cheung, President and CEO of S&P Global, and will be part of the Executive Leadership Team [2]. - Dan Draper has led S&P DJI for over five years, focusing on strategic initiatives and growth, and will assist in the transition [5][6]. Catherine Clay's Background - Ms. Clay previously served as Executive Vice President and Global Head of Derivatives at Cboe Global Markets, overseeing global options, futures businesses, and data analytics [3][7]. - She has extensive experience in derivatives markets, digital assets, and financial technology, which will be beneficial for S&P DJI [3][8]. Strategic Vision - Martina Cheung expressed confidence in Ms. Clay's leadership, highlighting her customer-centric approach and leadership experience as crucial for S&P DJI's future [4]. - Ms. Clay aims to build on the legacy of S&P DJI and enhance the development of trusted benchmarks for investors [4].