today. But let's get out to Kevin Green who joins me this morning. Hi to you KG.Obviously, we are watching uh the reaction to what we got from Nvidia. I mean, a blockbuster earnings. We've seen obviously the reaction out in Asia overnight with the Nvidia effect, particularly in some of those memory companies, but just talk us through the volatility you're seeing post Nvidia earnings.>> Yeah, we are seeing the shares kind of pull back here down about three and a half%. This is exactly what we've seen over th ...

Following the sell-off seen in the previous session, stocks showed a strong move back to the upside during trading on Tuesday. The major averages all moved notably higher, with the tech-heavy Nasdaq leading the way.The major averages ended the day not far off their highs of the session. The Nasdaq jumped 236.41 points or 1.0 percent to 22,863.68, the Dow advanced 370.44 points or 0.8 percent to 49,174.50 and the S&P 500 climbed 52.32 points or 0.8 percent to 6,890.07.The strength on Wall Street may partly ...

Market Overview - Futures are trading lower after a significant rally on Friday, where major indices surged following a three-day sell-off that nearly caused a market meltdown [2] - The Dow Jones Industrial Average reached a new all-time high, closing at 50,115, up 2.47%, while the S&P 500 and Nasdaq also saw gains of 1.97% and 2.18% respectively [2] - The Russell 2000, representing small-cap companies, surged 3.60% to close at 2,670 [2] Treasury Bonds - Treasury yields remained largely unchanged as traders awaited confirmation of the rally's sustainability [3] - Short-term debt was sold off as investors shifted towards riskier assets, leading to a slight steepening of the yield curve [3] - The 30-year bond closed at 4.85%, while the benchmark 10-year note was at 4.21% [3] Oil and Gas - Oil prices increased amid rising geopolitical tensions between the U.S. and Iran, with Brent crude closing at $68.05, up 0.64%, and West Texas Intermediate at $63.55, up 0.41% [4] - Natural gas prices fell by 2.48% to $3.42 due to profit-taking and expectations of warmer weather [4] Economic Outlook - Attention will shift to economic data as fourth-quarter earnings season concludes, particularly following surprising January layoff figures [5] - Market technicians will monitor trading patterns for potential follow-through from the recent rally and anticipate continued sector rotation [5]

Core Viewpoint - Momentum investing focuses on "buying high and selling higher," contrasting with traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Strategy - Momentum investing can be risky as stocks may lose momentum when their valuations exceed future growth potential [1] - A safer approach involves investing in bargain stocks that exhibit recent price momentum, identified through the Zacks Momentum Style Score [2] Group 2: VEON Ltd. Analysis - VEON Ltd. (VEON) is highlighted as a strong candidate for momentum investing, showing a four-week price change of 2.6% [3] - The stock has gained 12.2% over the past 12 weeks, indicating its ability to deliver positive returns over a longer timeframe [4] - VEON has a beta of 1.59, suggesting it moves 59% higher than the market in either direction, reflecting fast-paced momentum [4] - VEON's Momentum Score is B, indicating a favorable time to invest [5] - The stock has a Zacks Rank 2 (Buy) due to upward trends in earnings estimate revisions, which attract more investors [6] - VEON is trading at a Price-to-Sales ratio of 0.88, indicating it is reasonably valued at 88 cents for each dollar of sales [6] Group 3: Additional Investment Opportunities - Besides VEON, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, suggesting further investment opportunities [7] - Zacks offers over 45 Premium Screens tailored to different investing styles, aiding in stock selection [8]

Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point, as stocks may lose momentum when their valuations exceed future growth potential [2] - Investing in bargain stocks that have recently shown price momentum can be a safer strategy [3] Group 2: Commercial Metals (CMC) Analysis - CMC has demonstrated significant price momentum with a four-week price change of 21.4% and a 12-week gain of 20.8% [4][5] - The stock has a beta of 1.49, indicating it moves 49% more than the market in either direction, suggesting strong momentum [5] - CMC has a Momentum Score of A, indicating a favorable time to invest [6] - The stock has a Zacks Rank 1 (Strong Buy) due to upward revisions in earnings estimates, which attract more investor interest [7] - CMC is trading at a Price-to-Sales ratio of 0.99, indicating it is reasonably valued at 99 cents for each dollar of sales [7] Group 3: Additional Investment Opportunities - Besides CMC, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, suggesting further investment opportunities [8] - The Zacks Premium Screens offer over 45 different strategies to help identify winning stock picks based on various investing styles [9]

Company Overview - PAR Technology operates in the hospitality sector, providing a range of software, hardware, and support services to restaurant chains, resorts, and casinos, with a revenue of nearly $350 million last year [2] - The company has approximately 100,000 technology installations across 110 countries, processing over 1.5 billion transactions annually and enabling a 6% savings in food costs for customers [6] Recent Business Developments - PAR has secured several new contracts, including providing POS and payment technology solutions for Keke's breakfast café chain, supporting a customer loyalty program for Race Way convenience retailer, and installing solutions for Taco Bueno across 140 locations [1] Financial Performance - In Q2, PAR reported total revenues of $112.4 million, reflecting a 43.7% year-over-year increase, and adjusted EPS of 3 cents, surpassing expectations [8] - Despite strong revenue growth, PAR's stock has declined by 34% year-to-date due to investor concerns over implementation delays and cautious guidance [7] Growth Potential - Analyst Andrew Harte from BTIG highlights a $100 million sales pipeline that could drive over 15% growth in the coming years, with potential for growth to exceed 20% from competing for major contracts with top restaurant brands [9] - The stock is rated as a Buy with a price target of $65, indicating a potential upside of 35% [9][10]

Core Insights - Ollie's Bargain Outlet has been recognized as a leading retailer for brand name closeout merchandise, offering discounts of up to 70% compared to traditional retailers, reflecting a growing trend in bargain hunting among consumers [1][2]. Company Overview - Founded over 43 years ago, Ollie's mission is to sell "Good Stuff Cheap®" through a flexible buying model that focuses on closeout merchandise and excess inventory [2][4]. - As of May 3, 2025, Ollie's operates 584 stores across 32 states, indicating significant growth potential in the off-price retail sector [4]. Consumer Behavior Insights - Nearly 90% of survey respondents consider finding good deals essential or very important for managing household budgets [6]. - More than half of respondents are increasingly comparing prices and opting for discount stores like Ollie's [6]. - 80% of respondents return to Ollie's due to substantial savings compared to higher-end retailers [6]. - 55% of respondents stock up on items when they find good deals, and 87% share their finds with friends and family [6]. - 90% of respondents shop at Ollie's at least once a month, with 85% regularly finding familiar brands at competitive prices [6]. Upcoming Events - To celebrate National Bargain Hunting Week, Ollie's will host a special event in Harrisburg, PA, on August 11, 2025, featuring food trucks, giveaways, and the official designation of Ollie's as the "Bargain King" [3].

Core Viewpoint - Momentum investing focuses on "buying high and selling higher," contrasting with traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Strategy - Momentum investing can be risky as stocks may lose momentum if future growth does not justify high valuations [1] - A safer approach involves investing in bargain stocks that exhibit recent price momentum [2] Group 2: Cushman & Wakefield (CWK) Analysis - CWK has shown a price increase of 8.1% over the past four weeks, indicating growing investor interest [3] - The stock gained 35.6% over the past 12 weeks, demonstrating its ability to deliver positive returns over a longer timeframe [4] - CWK has a beta of 1.43, suggesting it moves 43% higher than the market in either direction [4] - CWK has a Momentum Score of B, indicating a favorable time to invest [5] - The stock has a Zacks Rank 2 (Buy) due to upward trends in earnings estimate revisions, which attract more investors [6] - CWK is trading at a Price-to-Sales ratio of 0.27, meaning investors pay 27 cents for each dollar of sales, indicating a reasonable valuation [6] Group 3: Investment Opportunities - CWK appears to have significant potential for growth at a fast pace [7] - There are other stocks that also meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, suggesting additional investment opportunities [7] - Zacks offers over 45 Premium Screens to help identify winning stock picks based on various investing styles [8]

Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point for fast-moving stocks, which can lead to limited upside or downside risks [2] - A safer approach involves investing in bargain stocks that exhibit recent price momentum, utilizing tools like the Zacks Momentum Style Score to identify such opportunities [3] Group 2: Pagaya Technologies Ltd. (PGY) Analysis - Pagaya Technologies Ltd. (PGY) has shown a significant price increase of 39% over the past four weeks, indicating strong investor interest [4] - The stock has gained 5% over the past 12 weeks and has a high beta of 5.88, suggesting it moves 488% more than the market [5] - PGY has a Momentum Score of A, indicating a favorable time to invest based on momentum [6] - The stock has received a Zacks Rank 1 (Strong Buy) due to upward revisions in earnings estimates, which typically attract more investors [7] - PGY is currently trading at a Price-to-Sales ratio of 0.99, suggesting it is undervalued at 99 cents for each dollar of sales [7] Group 3: Additional Investment Opportunities - Besides PGY, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting further investment opportunities [8] - Investors can explore over 45 Zacks Premium Screens tailored to different investing styles to identify potential winning stocks [9]

Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Strategy - Momentum investors often face challenges in determining the right entry point, as stocks may lose momentum when their valuations exceed future growth potential [2] - A safer approach involves investing in bargain stocks that exhibit recent price momentum, utilizing tools like the Zacks Momentum Style Score to identify such opportunities [3] Group 2: Aveanna Healthcare (AVAH) Analysis - Aveanna Healthcare (AVAH) has shown significant recent price momentum, with a four-week price change of 20.3%, indicating growing investor interest [4] - Over the past 12 weeks, AVAH's stock has gained 17.4%, and it has a beta of 2.01, suggesting it moves 101% higher than the market in either direction [5] - AVAH has a Momentum Score of B, indicating a favorable time to invest based on momentum [6] - The stock has received a Zacks Rank 2 (Buy) due to upward trends in earnings estimate revisions, which attract more investor interest [7] - AVAH is trading at a Price-to-Sales ratio of 0.50, suggesting it is undervalued at 50 cents for each dollar of sales [7] Group 3: Additional Investment Opportunities - Besides AVAH, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting further investment opportunities [8] - The Zacks Premium Screens offer over 45 strategically created options to help investors find winning stock picks [9]