lupmotion / Shutterstock.com Quick Read Deutsche Bank reiterated a buy rating on Marvell, raising their price target to $125 from $90. Bank of America analysts just reiterated a buy rating on Amazon, with a price target of $303 from $272 a share. Analysts at Deutsche Bank reiterated a buy rating on Broadcom ahead of earnings on December 11, 2025. Some investors get rich while others struggle because they never learned there are two completely different strategies to building wealth. Don’t make the ...

Economic Outlook - The OECD projects a global growth rate of 3.2% for the year and has raised its US growth forecast for 2025 to 2%, although this represents a significant slowdown compared to previous years [7][6]. - The US economy has shown surprising resilience to tariffs imposed since January 2017, with expectations of continued inflationary pressures and a potential rise in unemployment [6][19]. Consumer Spending and Market Dynamics - There is a divergence in consumer sentiment and macroeconomic data, exemplified by a K-shaped economy where high-income households are disproportionately driving spending [10][20]. - The top 10% of earners are responsible for a significant portion of consumer spending, which is expected to sustain GDP growth, albeit at a sub-2% rate for the US [24][20]. Company Performance and Strategies - Signate Jewelers reported a 3% year-over-year increase in same-store sales for the third quarter, but provided a weaker-than-expected forecast for the fourth quarter due to consumer caution [37][41]. - The CEO of Signate highlighted the importance of navigating tariff uncertainties and maintaining inventory at key price points to deliver value during the holiday season [41][47]. Bitcoin and Cryptocurrency Market - Strategy has acquired 650,000 Bitcoin, representing over 3% of the total supply, and established a $1.44 billion US cash reserve to cover dividends for 21 months [63][66]. - The CEO of Strategy indicated that selling Bitcoin would only be considered if the market net asset value (MNAV) fell below 1x, emphasizing a long-term investment strategy rather than trading [66][77]. Stock Market and Investment Trends - Analysts have mixed views on stock performance, with expectations of continued gains in the stock market despite a projected sub-2% economic growth rate for the US [26][24]. - Companies like Symbotic and Unity Software are experiencing varied analyst ratings, reflecting the broader market interest in automation and gaming sectors [94][95].

Subscribers to Chart of the Week received this commentary on Sunday, November 30. Double signals in one week are kind of a big deal around here. Senior Quantitative Analyst Rocky White always churns out a “Best Stocks to Target After Black Friday” piece before the holidays. Tesla Inc (NASDAQ:TSLA) is a historical outperformer the week after Thanksgiving, averaging a 1.5% return next week with a 60%-win rate over the last decade. And if that’s not enough, Tesla has also outperformed in December, historically ...

Market Overview - US stocks showed a cautious recovery with the S&P 500 rising 0.3%, the Nasdaq Composite increasing by approximately 0.5%, and the Dow Jones Industrial Average gaining around 0.3% [1] - The market is attempting to recover from a risk-off sentiment that led to sharp losses at the beginning of December, which is typically a strong month for equities [2] Cryptocurrency Market - Bitcoin traded above $88,000, marking a recovery after a significant drop to as low as $84,000, which was its worst day since March [3] - Shares of crypto-related companies like Coinbase and Robinhood also saw positive movement following their declines [3] Economic Indicators - Investors are closely monitoring economic data as delayed government reports are being released, which may influence expectations for a potential interest-rate cut in December [4] - Current market sentiment is influenced by ongoing concerns regarding inflation, market valuations, and the uncertain returns from AI investments [4] Federal Reserve Expectations - There is a heightened expectation for an interest-rate cut, with markets pricing in an 87% probability for a cut on December 10, a significant increase from mid-November [5] Earnings Reports - Marvell is expected to release its earnings results after market close, with its stock rising in premarket trading due to reports of advanced talks to acquire chip start-up Celestial AI in a multibillion-dollar deal [6] - Other companies like Crowdstrike and Okta are also scheduled to report earnings [6]

Market Overview - US stock futures showed a cautious recovery with S&P 500 futures rising 0.3%, Nasdaq 100 futures up 0.4%, and Dow Jones Industrial Average futures increasing by approximately 0.2% [1] - The market is attempting to recover from a risk-off sentiment that led to losses for major US indexes, marking a rocky start to December, a month typically strong for equities [2] Cryptocurrency Market - Bitcoin traded above $87,000, recovering from a low of $84,000, which was its worst day since March [3] - Shares of crypto-related companies like Coinbase and Robinhood also saw positive movement after significant declines [3] Economic Indicators - Investors are looking for catalysts to support a year-end rally amid ongoing concerns about inflation, market valuations, and the impact of AI spending [4] - There is an 87% probability of an interest rate cut on December 10, as markets anticipate easing measures from the central bank [5] Company Earnings and Developments - Marvell is expected to release earnings after market close, with its stock rising due to reports of advanced talks to acquire Celestial AI in a multibillion-dollar deal [6][7] - MongoDB's stock increased by 2% after reporting revenue of $628.3 million for Q3, exceeding guidance and reflecting a 19% year-over-year increase [11] - MongoDB's full-year revenue guidance was raised to between $2.434 billion and $2.439 billion, up from previous estimates [13] Investment Strategies - Bank of America recommends its wealth management clients consider a 1%-4% allocation to cryptocurrencies, with plans to cover four bitcoin ETFs starting January 5 [9][10]

US stock futures edged higher on Tuesday, eyeing a cautious comeback after a fragile start to December trading that saw sharp losses on Wall Street and in crypto. S&P 500 (ES=F) futures rose 0.2%, while those on the tech-heavy Nasdaq 100 (NQ=F) added roughly 0.4%. Contracts on the Dow Jones Industrial Average (YM=F) hovered above the flatline. Stocks are poised to regain some ground as markets begin to shake off the risk-off sentiment that dominated on Monday, snapping five-day winning streaks for the t ...

Market Overview - US stock futures showed a cautious recovery with S&P 500 futures rising 0.3%, Nasdaq 100 futures up 0.4%, and Dow Jones Industrial Average futures increasing by approximately 0.2% [1] - The market is attempting to regain ground after a sell-off that interrupted a five-day winning streak for major US indexes, marking a rocky start to December, a month typically strong for equities [2] Cryptocurrency Market - Bitcoin traded above $87,000, recovering from a low of $84,000, which was its worst day since March [3] - Shares of crypto-related companies like Coinbase and Robinhood also saw positive movement after previously closing over 4% lower [3] Economic Indicators - Investors are focused on economic data as delayed government reports are released, which may influence expectations for a potential interest rate cut in December [4] - Current market sentiment reflects a significant increase in bets on easing, with an 87% probability of a rate cut on December 10, according to the CME FedWatch tool [5] Company Earnings - Marvell is expected to release earnings results after market close, with its stock rising due to reports of advanced talks to acquire chip start-up Celestial AI in a multibillion-dollar deal [6] - MongoDB's stock increased by 2% in premarket trading after reporting revenue of $628.3 million for Q3, a 19% year-over-year increase, surpassing its previous guidance [7][8] - MongoDB's CEO highlighted strong customer expansion and a positive outlook for the full year, expecting revenue between $2.434 billion and $2.439 billion [8] Investment Trends - Retail investors in cryptocurrency are facing significant losses, particularly with Strategy Inc. (MSTR) shares dropping over 60% from recent highs amid a broader digital currency decline [10] - Strategy has created a $1.4 billion reserve to manage dividend and interest payments, but many investors have already experienced substantial losses, with some ETFs tracking its stock down over 80% this year [11][12]

Art Hogan, chief market strategist B. Riley Wealth Management is with me now. Good morning, Art.I hope you had a nice Thanksgiving holiday. How are you feeling about the economy in particular because that will drive what the Fed does next. >> Yeah, really will.We're finally going to start to get some inline economic data, some some notdated economic data this week. And I I don't know that that we're going to get anything that sort of tips the Apple card into a place such that the Fed doesn't see their way c ...

Market Overview - The stock market is experiencing a downturn, with the Dow down approximately 0.8% or over 360 points, while the S&P 500 and NASDAQ are both down around 0.5% [1][2] - The Bank of Japan's hints at raising interest rates have led to a rise in US rates, with the 10-year Treasury yield up 8 basis points to 4.09% and the 30-year yield similarly up to 4.74% [2][3] Sector Performance - Energy is the only sector showing gains, up more than 1%, while utilities, which are sensitive to interest rates, are the biggest losers [5][6] - The Russell 2000, representing small-cap stocks, is down 1%, reversing recent outperformance [4][5] - In the tech-heavy NASDAQ 100, Nvidia and Apple are up about 1%, but Broadcom is down about 4% [7][8] Cryptocurrency Market - Bitcoin is under pressure, trading around $85,000, down from a peak of over $92,000, marking a 9% decline since the start of the year [9][10] - Bitcoin ETFs have experienced their worst monthly outflows on record, contributing to the selloff [11] - Concerns over the Japanese yen have previously led to significant drops in Bitcoin prices, indicating potential volatility ahead [12] Consumer Behavior and Retail - The holiday shopping season is underway, with strong Black Friday sales, but consumer confidence remains low [33][34] - Bath & Body Works reported upbeat sales driven by aggressive promotions, indicating a potential recovery after a lackluster third quarter [62][63] - E-commerce trends are relatively strong, with growth expected in the upper single digits, particularly benefiting major players like Amazon and Walmart [105][106] AI and Technology Sector - AI is projected to contribute at least half a percentage point to annual growth, with significant spending in data centers expected to support economic growth [72][73] - The demand for AI chips, particularly GPUs, is anticipated to remain strong through 2026, with Nvidia expected to maintain a dominant market position [42][43] - Concerns about the sustainability of AI valuations are present, with expectations for execution on new programs being critical for maintaining investor confidence [49][50] Company-Specific Insights - Disney's "Zootopia 2" has performed well at the box office, grossing $156 million in North America and $556 million globally, marking a significant win for the company [54][56] - Toast has been upgraded to outperform by BMP Paribas, indicating optimism about its growth potential in the restaurant software market [58][60] - Tesla faces scrutiny over its valuation and market share, particularly in Europe, where sales have declined amid increasing competition [88][95]

For the benefit of holiday gift buyers that may happen to be doing some Cyber Monday shopping, I’m going to make it short and sweet so you can get back to looking for great bargains. Following is a two-minute read breaking down the major elements that are impacting and are going to impact the gold (GCG26) and silver (SIH26) markets over the next few weeks. Here goes… More News from Barchart www.barchart.com www.barchart.com More U.S. data coming out, and catching up. Last week saw a barrage of U.S. eco ...