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Ted Weisberg's Picks: META, ESLOY, Dividend Stocks
Youtube· 2025-09-15 22:00
Market Outlook - The upcoming Federal Reserve meeting is anticipated to result in an interest rate cut, with expectations leaning towards a 25 basis points reduction rather than 50 [2][3] - A 50 basis points cut could signal underlying economic weakness, while a 25 basis points cut is viewed as a more positive indicator for the market [3] Corporate Earnings - The strength of the market suggests that corporate earnings are expected to remain robust, which is crucial for driving stock market performance [5] - The market is characterized as a forward-looking indicator, discounting future performance rather than past results [5] Investment Preferences - Dividend-paying stocks are becoming more attractive as interest rates are expected to decline, leading to increased investment in this sector [14][15] - Large pharmaceutical companies, currently out of favor, are highlighted as potential opportunities for generous dividends and strong balance sheets [15] Stock Recommendations - Meta is still favored, with the belief that it will continue to appreciate in value [7][8] - S1 Lazotica has shown significant growth, increasing from $66 to $160 over three years, and is considered a strong investment due to its unique corporate structure [11] - Oracle is recognized as a solid company, although it has faced some challenges recently [13] ETF Suggestions - Various ETFs focused on dividend-paying stocks are recommended, including Vanguard and Schwab options [16][17] Corporate Reporting - The proposal to shift from quarterly to biannual reporting is seen as a double-edged sword, potentially reducing market volatility while also allowing management to focus on long-term performance [19][20]
Wall Street Rallies to New Highs as Investors Eye Imminent Fed Rate Cut
Stock Market News· 2025-09-15 21:07
Market Performance - U.S. equities experienced a significant surge on September 15th, 2025, with the S&P 500 closing at an all-time high of approximately 6615 points, up by about 0.52% [2] - The Nasdaq Composite Index also reached a new record close, gaining 0.9%, while the Dow Jones Industrial Average increased by 0.1% [2] - The market's strong performance was attributed to investor optimism ahead of a widely anticipated interest rate cut by the Federal Reserve [1][3] Federal Reserve Expectations - The Federal Reserve is expected to announce a 25 basis point reduction in the federal funds rate during its FOMC meeting on September 16th and 17th, 2025, bringing the target range to approximately 4.00%-4.25% [4] - The meeting is significant due to ongoing inflation concerns and a weakening labor market, with the Fed also set to release its updated Summary of Economic Projections [5] Corporate Developments - Tesla's CEO Elon Musk purchased approximately $1 billion worth of Tesla stock, leading to a surge of over 5% in the company's shares [7] - Alphabet's stock rose by over 4%, pushing its market capitalization above $3 trillion for the first time [7] - Intel's shares advanced nearly 3% to 4% after announcing a trimmed fiscal 2025 non-GAAP operating expenses forecast following the sale of a 51% stake in its Altera business for approximately $3.3 billion [11] Earnings Announcements - Upcoming earnings reports include Dave & Buster's Entertainment, Inc. and Radiant Logistics, Inc., which are expected to provide insights into corporate performance [8] - RH reported a second-quarter fiscal 2025 earnings of $2.93 per share, missing consensus estimates, leading to a decline of 4.6% in its shares [11] - Super Micro Computer gained 2.4% after announcing large-scale shipments of Nvidia Blackwell Ultra systems [11]
Wall Street Climbs Ahead Of Fed Meeting; Nasdaq Hits Record High
International Business Times· 2025-09-15 20:19
Wall Street closed higher Monday as investors positioned themselves for the Federal Reserve's upcoming policy meeting, anticipating a potential interest rate cut.Market OverviewThe S&P 500 and Nasdaq Composite both reached new intraday record highs, while the Dow Jones Industrial Average remained relatively flat. The S&P 500 closed at 6,615.31, up 0.47%, and the Nasdaq Composite finished at 22,323.25, gaining 0.82%. The Dow Jones Industrial Average ended at 45,839.54, a modest increase of 0.01%, Reuters rep ...
US Stocks Edge Higher Amid China Trade Optimism And Anticipated Fed Rate Cut
International Business Times· 2025-09-15 18:51
Market Overview - U.S. stocks opened with modest gains, influenced by President Trump's positive remarks on U.S.-China trade talks and anticipation of the Federal Reserve's interest rate decision [1][2] - The S&P 500 and Nasdaq Composite are expected to extend last week's record highs, while the Dow Jones Industrial Average remained largely unchanged [1] Federal Reserve Interest Rate Decision - The Federal Reserve's two-day meeting is concluding Wednesday, with expectations for a 25-basis-point rate cut, marking the first cut in nine months [2][3] - This rate cut is viewed as a necessary measure to support economic growth amid concerns about a weakening labor market and persistent inflation [3] - Historically, initial rate cuts have led to positive stock returns, with the S&P 500 averaging an 11% gain in the following year [3] Market Reactions and Risks - There are concerns that the anticipated rate cut could lead to a "sell-the-news" reaction, potentially causing a market pullback [6] - Analysts caution that if the Fed's actions do not meet market expectations, increased volatility may occur [6] Nvidia and Antitrust Issues - Nvidia's shares fell in premarket trading after China's State Administration for Market Regulation announced that the company violated antitrust laws related to its $6.9 billion acquisition of Mellanox Technologies [7] - The Chinese authorities have decided to expand their investigation into Nvidia, adding complexity to the market landscape [7] Broader Market Sentiment - Despite challenges, the broader market remains resilient, with the S&P 500 and Nasdaq Composite on track to build on recent gains [8] - Investors are closely monitoring the Federal Reserve's decision and developments in U.S.-China trade relations, with particular attention on Chairman Jerome Powell's press conference for insights into future monetary policy [8]
Dogecoin and Solana Look Poised to Break September Crypto Curse: Analysis
Yahoo Finance· 2025-09-15 18:18
`` The crypto market is trying to rewrite the “Red September” playbook, with major altcoins like Dogecoin and Solana finding investors still have an appetite for riskier bets. `` `` The Altcoin Season Index touched 80 points today—the highest it’s been so far in 2025. Meanwhile, the Crypto Fear and Greed Index climbed to 53 points from 39 at the beginning of the month, signaling growing bullish sentiment across the board. `` ```` On the normie side of Wall Street, the S&P 500 advanced 0.85% to 6,587.47 and ...
JPMorgan’s Kelly Warns Fed Cuts Risk Hurting Stocks and Bonds
Yahoo Finance· 2025-09-15 17:24
The Marriner S. Eccles Federal Reserve building in Washington. `` ```` The Federal Reserve’s widely expected interest rate cut this week will increase risks for stocks, bonds and the dollar if it’s perceived to be driven by political pressure and doesn’t align with the central bank’s forecasts for the economy, according to David Kelly, chief global strategist at JPMorgan Asset Management. `` ```` Wall Street bond and stock investors, who have been cheering over the Fed’s expected resumption of interest rat ...
Ahead of Market: 10 things that will decide stock market action on Tuesday
The Economic Times· 2025-09-15 16:25
Market Overview - Benchmark indices traded largely flat as investors remained cautious ahead of the Fed policy meeting, with the IT index witnessing profit booking after last week's rally [1][14] - The Indian market ended lower, with the Nifty 50 breaking an eight-session winning run, as weakness in IT and auto shares dragged benchmarks lower [14] Federal Reserve Insights - A 25-basis-point rate cut is largely factored in, with markets awaiting guidance on the future rate path to gauge the trajectory for bond yields [2][6][14] - Strong domestic consumption continues to underpin sentiment and limit downside, while renewed optimism around trade deals and an expected earnings recovery in H2FY26 are further supporting investor confidence [2][14] U.S. Market Performance - The S&P 500 and the Nasdaq hit intraday record highs, with Tesla shares gaining 5.8% following CEO Elon Musk's stock purchase of nearly $1 billion [5][14] - The Fed's rate decision is expected to take center stage this week, with investors largely anticipating a 25-basis-point cut [6][14] European Market Performance - European shares reached a three-week high, lifted by financials ahead of central bank meetings, including the U.S. Federal Reserve's [7][14] - The pan-European STOXX 600 was up 0.42% at 557.16 points, with UBS rising 1.7% amid reports of a potential move to the U.S. in response to new capital requirements [7][14] Technical Analysis - The Nifty formed a small reversal candle on the daily chart, indicating skepticism ahead of the Fed rate decision, with the previous swing high acting as resistance [8][14] - Support is placed at 24,800, and a fall below this level might trigger further weakness, while a move above 25,150 could induce a fresh rally [9][14] Active Stocks - Anant Raj, JBM Auto, Vodafone Idea, HDFC Bank, Waaree Energies, Godawari Power, and Bajaj Finance were among the most active stocks on BSE in value terms [9][14] - Vodafone Idea, YES Bank, Suzlon Energy, Godawari Power, Motherson Sumi, Ola Electric Mobility, and Anant Raj were among the most actively traded stocks in volume terms on NSE [10][14] Buying and Selling Interest - Stocks showing strong buying interest included Godawari Power, Anant Raj, Aegis Logistics, Railtel Corp, Ircon International, Vodafone Idea, and Sarda Energy [11][14] - Significant selling pressure was observed in GRSE, Syrma SGS Technology, Motherson Sumi Wiring India, ACME Solar Holdings, Neuland Labs, Aster DM Health, and Biocon [12][14] Market Sentiment - Market sentiments were neutral, with 2,008 stocks witnessing declines, 2,209 seeing advances, and 172 stocks remaining unchanged out of 4,389 stocks that traded on the BSE [13][14]
Gold Tops $3,700 as Traders Gear Up for Fed Meeting
Barrons· 2025-09-15 15:29
Group 1 - Gold prices reached a record high of $3,704.10 per troy ounce as investors anticipate a potential interest rate cut by the Federal Reserve [1][2] - The market expects a quarter-point rate cut this week, with the possibility of two additional cuts before the end of the year, driven by recent labor market weakness [2] - Gold futures are currently trading at $3,703.10 an ounce, reflecting a 40.2% increase this year, while the U.S. dollar index has decreased by 0.2% to 97.39 [2]
Moving Pieces Ahead of Fed Rate Decision
ZACKS· 2025-09-15 15:20
Monetary Policy and Federal Reserve Actions - The U.S. Federal Open Market Committee (FOMC) is expected to cut rates by 25 basis points (bps) for the first time in 2025, following a total cut of 100 bps in the last three meetings of 2024 [1][3] - The decision is complicated by low job gains, including a loss of 13,000 jobs in June, while inflation is slowly increasing, influenced by tariff policies [2] - There is speculation whether the rate cut could be larger, potentially reaching 50 bps, which would set rates between 3.75% and 4.00% for the first time in nearly three years [3] Political Influences on the Federal Reserve - The politicization of the Fed is evident, with President Trump criticizing Fed Chair Jerome Powell for being slow to reduce rates and attempting to remove Fed Governor Lisa Cook over personal finance allegations [4] - A federal judge's injunction reversed Trump's decision to fire Cook, but the White House is contesting this to prevent her from voting in the upcoming FOMC meeting [4][6] - The Senate is set to vote on confirming Stephen Miran, a pro-Trump official, to the FOMC, who has previously advocated for a 300 bps rate cut [5] Manufacturing Sector Performance - The Empire State Manufacturing Index reported a negative reading of -8.7 for September, significantly below the expected +4.5 and a decline from August's 11.9 [7][8] - This marks the first negative reading in three months and reflects a broader trend, with seven out of the past twelve months showing negative growth in New York State manufacturing [9]
Stock Market Today: S&P 500, Nasdaq set records as market awaits Fed decision
Yahoo Finance· 2025-09-15 14:25
This live blog is refreshed periodically throughout the day with the latest updates from the market. To find the latest Stock Market Today threads, click here. Happy Monday. This is TheStreet's Stock Market Today for Sept. 15, 2025. You can follow the latest updates on the market here, our daily live blog. Update: 4:01 p.m. ET Market Close: Onwards and Upwards Ahead of Fed Rate Decision Equities set new highs today ahead of the start of the Fed's highly-anticipated FOMC meeting tomorrow. The Nasdaq (+0.9 ...