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Inflation Expectations, Tech Valuations, Healthcare Opportunities
Seeking Alpha· 2025-09-17 19:20
PM Images/DigitalVision via Getty Images Listen here or on the go via Apple Podcasts and Spotify Why Michael Kramer from Mott Capital Management and Reading The Markets is focused on Fed dot plot, BOJ meeting (0:30). What happens with inflation expectations? (6:15) AI hype, tech stock valuations (9:00). Undervalued names in healthcare (25:30). Metrics for different stocks and sectors and long-term themes (27:50). Transcript Rena Sherbill: Happy to welcome back to Investing Experts, always a pleasure ...
Inflation Expectations, Tech Valuations, Healthcare Opportunities
Seeking Alpha· 2025-09-17 19:20
PM Images/DigitalVision via Getty Images Listen here or on the go via Apple Podcasts and Spotify Why Michael Kramer from Mott Capital Management and Reading The Markets is focused on Fed dot plot, BOJ meeting (0:30). What happens with inflation expectations? (6:15) AI hype, tech stock valuations (9:00). Undervalued names in healthcare (25:30). Metrics for different stocks and sectors and long-term themes (27:50). Transcript Rena Sherbill: Happy to welcome back to Investing Experts, always a pleasure ...
Colgate-Palmolive Stock: A Haven In An AI Bubble (Rating Upgrade) (NYSE:CL)
Seeking Alpha· 2025-09-17 19:19
I am not calling the market an AI bubble myself, but even OpenAI CEO Altman himself suggested that this could be one. Regardless of what it is, why not position for this eventuality and add some defensiveExcellent academic Finance background and Finance professional with over five years of cumulative experience in Consulting & Audit Firms including a professional Valuation position, FP&A and Controlling positions, and Financial writing.My approach is mostly value-oriented. However, valuation is rarely an ap ...
Colgate-Palmolive Stock: A Haven In An AI Bubble (Rating Upgrade)
Seeking Alpha· 2025-09-17 19:19
I am not calling the market an AI bubble myself, but even OpenAI CEO Altman himself suggested that this could be one. Regardless of what it is, why not position for this eventuality and add some defensiveExcellent academic Finance background and Finance professional with over five years of cumulative experience in Consulting & Audit Firms including a professional Valuation position, FP&A and Controlling positions, and Financial writing.My approach is mostly value-oriented. However, valuation is rarely an ap ...
Fed cuts rates by 25 basis points, plus why signals for future rate cuts are 'conflicting'
Youtube· 2025-09-17 19:18
25 basis point rate cut. The Federal Reserve lowering their benchmark interest rate by a quarter percentage point to a new range of four to four and a quarter percent and signaling two more rate cuts this year. The decision was not unanimous.Newly minted Fed Governor Steven Myron dissented preferring to cut by 50 basis points instead of 25. As for the breakdown for rate projections this year, nine officials seeing three rate cuts in total this year. Six officials seeing one cut, one saw no cuts, and one saw ...
SNAP INVESTORS NOTICE: Robbins Geller Rudman & Dowd LLP Announces that Snap Inc. Investors with Substantial Losses Have Opportunity to Lead Investor Class Action Lawsuit
Globenewswire· 2025-09-17 19:17
SAN DIEGO, Sept. 17, 2025 (GLOBE NEWSWIRE) -- The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Snap Inc. (NYSE: SNAP) securities between April 29, 2025 and August 5, 2025, both dates inclusive (the “Class Period”), have until Monday, October 20, 2025 to seek appointment as lead plaintiff of the Snap class action lawsuit. Captioned Abdul-Hameed v. Snap Inc., No. 25-cv-07844 (C.D. Cal.), the Snap class action lawsuit charges Snap and certain of Snap’s top executives w ...
Why Is Opendoor Technologies Stock (OPEN) Jumping Today?
The Motley Fool· 2025-09-17 19:16
The meme stock is on the move once again.Shares of Opendoor Technologies (OPEN 14.24%) are soaring on Wednesday, up 6.5% as of 2:58 p.m. ET. The jump comes as the S&P 500 (^GSPC -0.02%) lost 0.6% and the Nasdaq Composite (^IXIC -0.30%) lost 0.9%.A regulatory filing from the company, as well as the Federal Reserve's rate cut confirmation, is sending Opendoor stock flying.Opendoor is expanding its reachThe company filed an 8-K disclosure with the SEC, revealing that it "intends to expand its product offerings ...
As U.S. jobs disappear, the Federal Reserve returns to rate cuts
CNBC· 2025-09-17 19:16
It's getting harder to find work in the United States. U.S. businesses added just 22,000 jobs from July to August, according to the Bureau of Labor Statistics, and massive revisions to federal jobs data show that the pace of hiring was notably low in summer 2025. "Gone are the days of 200,000 jobs every month," said Gregory Daco, chief economist at consulting firm EY-Parthenon. "We're likely to be in an environment where job growth is hovering around zero, essentially."Experts said the slowdown in hiring is ...
Fed's Powell Says Data Show Labor Market No Longer Solid
Youtube· 2025-09-17 19:16
Chair Powell, do economic conditions and the balance of risks no longer warrant a restrictive policy setting. So I don't think we can say we can say that. What we can say is this, that over the course of this year, we've kept our policy at policy at a restrictive level and people have different views, but a clearly restrictive level, I would say so.And we were able to do that over the course of this year because the labour market was in very solid condition with strong job creation and all those things. I t ...
EVI's Q4 Earnings Flat Y/Y, Revenues Grow 22% YoY on Acquisition Gains
ZACKS· 2025-09-17 19:16
Shares of EVI Industries, Inc. (EVI) have inched up 0.4% since the company reported its earnings for the quarter ended June 30, 2025. This compares to the S&P 500 index’s 1.5% growth over the same time frame. Over the past month, the stock has gained 12.6% compared with the S&P 500’s 3.6% growth.In the fourth quarter, EVI reported earnings per share (EPS) of 14 cents, which remained unchanged from the same period last year.Quarterly revenues surged 22% year over year to a record $110 million, while gross pr ...