Uh the home construction ETF, the ITB, hit its best day since April 9th. So joining us now to discuss all of these moves and the sector overall is Stephen Kim from Evercore ISI. Stephen, it's great to have you on.Let's start right there. I mean, we don't usually see these types of moves in home builder stocks. Is it warranted.>> Well, you know, I'll tell you the the builders have a reputation for moving fast and furious and uh you don't get a lot of warning. The the the guys in traffic in these names know t ...

WE ARE SO FUCKING BACK !!BEARS ARE SHAKING RIGHT NOW. ...

Group 1: Labor Market Overview - The U.S. job market exceeded expectations for the 11th consecutive month, with 147,000 jobs added in June compared to the forecast of 110,000 [1] - The unemployment rate decreased from 4.2% to 4.1%, better than the expected 4.3% [1] - Average hourly earnings increased by 0.2% month-over-month and 3.7% year-over-year [1] Group 2: Payroll Stocks Performance - Paylocity Holding Corporation (PCTY) and Dayforce (DAY) saw stock increases of over +2% and +1% respectively, both classified as Zacks Rank 3 (Hold) [2] - Paychex (PAYX) is noted for its integrated Human Capital Management (HCM) solutions and has a Zacks Rank 2 (Buy), with expectations for steady growth in top and bottom lines [3] - Maximus (MMS) is identified as a strong buy with a Zacks Rank 1 (Strong Buy), despite a 21% decline from its 52-week high, attributed to a spike in FY25 EPS estimates by 7% [5] Group 3: Market Reactions and Economic Implications - The dip in Maximus stock followed the announcement of 7,000 federal government job cuts, but this may be an overreaction given the addition of 47,000 state government jobs and 19,000 social assistance jobs [6] - The resilient labor market and better-than-expected jobs report contribute positively to the stock market's recovery, making payroll stocks particularly attractive [8]

Going live for FOMO HOUR in 10 minutesWe are talking:-Crypto market rebound-The BBB latest-DXY death cross, M2 up 4.5% yoy-More corp treasury news-Memecoin latest+ a lot moreSpaces only today - join us live at 10 am ET!TylerD 🧙‍♂️ (@Tyler_Did_It):Back tomorrow AM for Fomo Hour!We are chatting:-Market Report-Trump says no tariff delays-Big beautiful bill passes Senate+ double Yeet action + a lot moreSet 🔔👇https://t.co/TfdHnGymDI ...

Group 1: Market Overview - The Russell 2000 index rose by +1% as small-cap stocks benefited from the fastest stock market rebound in history following a correction of over 10% in March [1] - Many underperforming stocks are attracting investor attention as the market exits a favorable Q2 [1] Group 2: Bumble (BMBL) - Bumble's stock has rebounded over +50% in the last three months but remains more than 30% below its 52-week high of $10 per share [3] - The company operates two of the highest-grossing dating apps, Badoo and Bumble, and is already profitable since going public in 2021 [3] - Bumble trades at 7X forward earnings, with expected high-double-digit EPS growth in fiscal 2025 and 10% EPS growth in FY26 [3] Group 3: Earnings Estimates for Bumble - Current quarter EPS estimate is $0.31, with a year-over-year growth estimate of 40.91% [4] - Next quarter EPS estimate is $0.26, with a year-over-year decline of 25.71% [4] - Current year EPS estimate is $0.91, with a significant year-over-year growth of 119.74% [4] Group 4: Creative Realities (CREX) - Creative Realities has seen its stock surge over +50% in the last three months, trading at $3 per share [5] - The company is expected to cross into profitability this year after an adjusted loss of -$0.34 per share in 2024 [5] - Total sales are projected to rise by 10% in FY25 and another 13% in FY26, reaching $63.3 million [5] Group 5: Lyft (LYFT) and Crexendo (CXDO) - Lyft's stock, with a Zacks Rank 2 (Buy), has posted +20% gains in the last three months and is expected to grow over 10% in FY25 and FY26 [6] - Lyft shares trade under $20 at 14.3X forward earnings, while Crexendo trades at $6 with a P/E multiple of 21.3X [7] Group 6: Investment Sentiment - The extended rally in top-rated internet stocks like Bumble, Creative Realities, Lyft, and Crexendo is expected to continue amid the stock market's historic rebound [8]

Investors are flocking to the riskiest parts of the US stock market, raising questions about the sustainability of its record-setting rebound and pointing to potential losses for retail traders. https://t.co/zDVxnJRW5a ...

Turning back to the markets now where the S&P really close to its all-time high once again. My next guest says he was surprised how quickly the market has rebounded since the tariff announcement and warns it doesn't make sense to be back here. Joining us is Vahhan Janjigian, the chief investment officer at Greenidge Wealth Management.Vahan, welcome to you. What doesn't add up for you here. Hi, Kelly.Um, so in my opinion, the market has bounced back largely because President Trump has backed off on the tarif ...

Home Depot (HD 2.07%) stock has been a fantastic investment for long-term investors, and aside from price appreciation, it pays an attractive dividend. The dividend yields 2.6% at the current price. Let's see how much you'd have to buy to get $500 in annual dividends. The price is down, but the yield is upHome Depot stock is down 10% this year as the company faces economic pressure. Although it's the largest home improvement company in the world and demonstrates resilience, it's operating in a difficult rea ...

Group 1 - The recent rebound in stock markets has positively impacted struggling companies, including Newegg Commerce, Inc. (NASDAQ: NEGG), which was close to being delisted from NASDAQ [1] - Newegg is an electronics e-commerce website that has benefited from the market recovery [1] Group 2 - Gary Alexander, with extensive experience in technology companies and startups, has been a contributor to Seeking Alpha since 2017, providing insights into industry trends [1]

Group 1 - The stock market has rebounded sharply from year-to-date lows due to renewed optimism for trade deals, but the economy is still bracing for a recession as the Q1 earnings season progresses [1] - Consumer spending is highlighted as a significant factor in the current economic landscape [1] Group 2 - Gary Alexander has extensive experience covering technology companies on Wall Street and working in Silicon Valley, providing insights into industry themes [1] - He has been a contributor on Seeking Alpha since 2017 and has been quoted in various web publications, with his articles syndicated to popular trading apps like Robinhood [1]