U.S.-China trade news is pressuring TMC's valuation and making investors question what comes next.TMC The Metals Company (TMC -8.59%) stock is getting hit with a wave of sell-offs in Tuesday's trading. The company's share price is down 8.2% as of 1:30 p.m. ET, amid declines of 0.1% for both the S&P 500 (^GSPC -0.20%) and the Nasdaq Composite (^IXIC -0.16%).TMC's stock is under pressure today following news that the U.S. has taken a key step to help facilitate a trade deal with China. While a trade deal coul ...

Shares of iconic brand house LVMH Moët Hennessy (LVMUY 5.39%) rallied 5.3% on Friday, as of 3:28 p.m. ET.The luxury goods giant reported earnings last night for the first half of 2025, which showed continued year-over-year declines in revenue and profits. And yet, LVMH's stock rose, as results were apparently better than feared, and investors may believe the stock has already bottomed after being cut in half from its highs.Revenue and profits down but so was the stockComing into the day, LVMH's stock had fa ...

Industry Overview - Copper production globally amounts to 26 million metric tons annually, with three-quarters used in electrical wiring, highlighting its critical role in technology and infrastructure [2][3] - The rise of artificial intelligence (AI) has increased demand for various materials, including rare earth metals, which are now significant in the U.S.-China trade dynamics [4] Company Insights - Albemarle Corp. (ALB) is identified as a leading lithium miner, currently trading at 0.8 times book value, significantly below its long-term average, making it a potential investment opportunity [7][8] - ALB is expected to maintain 20% EBITDA margins and positive free cash flow, indicating resilience despite current market pressures [8] - Plug Power Inc. (PLUG) has seen a drastic decline in stock price, down 91% from previous highs, but recent developments in AI and hydrogen fuel cell technology may present a turnaround opportunity [14][15][17] - USA Rare Earth Inc. (USAR) is positioned to capitalize on the growing demand for rare earth materials, with projected revenues increasing from $39 million next year to $166 million by 2027 [22][25] Market Trends - The lithium market is currently experiencing a glut due to overproduction by Chinese miners, leading to an 80% price drop, which may persist into the next year [6] - The demand for utility-scale batteries is rising as AI data centers require substantial backup power, creating opportunities for companies like Albemarle and Plug Power [9][10] - The U.S. reliance on China for rare earth minerals is significant, with USAR aiming to reduce this dependency through domestic production [22][25]

Market Overview - U.S. stock markets experienced a successful June, with the Dow, S&P 500, and Nasdaq Composite increasing by 4%, 5.7%, and 5.7% respectively, closing at record-high levels for the first half of 2025 [1] - Despite this success, the first half of 2025 marked the weakest performance for the indexes since 2022, with potential catalysts for the second half including a U.S.-China trade deal, anticipated interest rate cuts by the Fed, and reduced recession fears [2] Imaginary Portfolio - An imaginary diversified portfolio was created, consisting of five stocks that each gained over 50% in the first half of 2025, with further upside potential indicated by favorable Zacks Ranks [3][4] Company Highlights Jabil Inc. (JBL) - Jabil is benefiting from strong momentum in capital equipment, AI-powered data center infrastructure, and digital commerce, with a focus on product diversification [7] - Expected revenue and earnings growth rates for Jabil are 5.9% and 18.5% respectively for the next year, with a 9% improvement in the Zacks Consensus Estimate for next-year earnings over the last 30 days [9] Howmet Aerospace Inc. (HWM) - Howmet Aerospace is experiencing growth in the commercial aerospace market, supported by robust build rates and recovery in wide-body aircraft, along with strength in its defense aerospace business [10] - Expected revenue and earnings growth rates for Howmet are 8.5% and 29% respectively for the current year, with a 0.3% improvement in the Zacks Consensus Estimate for current-year earnings over the last seven days [11] CVS Health Corp. (CVS) - CVS Health is investing in technology to reduce costs and enhance customer experience, with improved Medicare Advantage star ratings aiding its position [12] - Expected revenue and earnings growth rates for CVS are 3.5% and 12.6% respectively for the current year, with a 2.3% improvement in the Zacks Consensus Estimate for current-year earnings over the last 60 days [14] Carvana Co. (CVNA) - Carvana's acquisition of ADESA's U.S. operations has strengthened its logistics and auction capabilities, with expectations for year-over-year growth in retail unit sales [15][16] - Expected revenue and earnings growth rates for Carvana are 32.1% and over 100% respectively for the current year, with a 7.8% improvement in the Zacks Consensus Estimate for current-year earnings over the last 30 days [17] NRG Energy Inc. (NRG) - NRG Energy operates in the energy and home services sector, producing electricity from various sources and expanding operations through both organic and inorganic initiatives [18][19] - Expected revenue and earnings growth rates for NRG are 2.6% and 17% respectively for the current year, with a 2.8% improvement in the Zacks Consensus Estimate for current-year earnings over the last 60 days [20]

Market Overview - Wall Street experienced a significant rally in May, driven by expectations of a U.S.-China trade deal and delays in tariff imposition by the Trump administration on the European Union, which boosted confidence in equities [1] - The market rally is expected to continue in June, supported by declining inflation rates, with the personal consumption expenditures price index rising only 0.1% month-over-month and 2.1% year-over-year, marking its lowest level since 2025 [4] Recommended Growth Stocks - Five growth stocks are recommended for June, all of which have shown double-digit returns in the last month and possess a favorable Zacks Rank [2][3] - The recommended stocks are AppLovin Corp. (APP), Amphenol Corp. (APH), Intuit Inc. (INTU), Carvana Co. (CVNA), and Stantec Inc. (STN), each with a Zacks Rank 1 (Strong Buy) and a Growth Score of A or B [3] AppLovin Corp. (APP) - AppLovin is focused on enhancing marketing and monetization for mobile app developers through its software-based platform [7] - The company reported strong fundamentals, with an expected revenue growth rate of 24.3% and earnings growth of 85.2% for the current year, driven by its AI-powered AXON 2.0 technology [10][9] Amphenol Corp. (APH) - Amphenol provides connectivity solutions utilizing AI and machine learning technologies, with a diversified business model that supports growth across various sectors [11][12] - The company anticipates a revenue growth rate of 32.3% and earnings growth of 40.7% for the current year, bolstered by increased defense spending and the Andrew acquisition [13] Intuit Inc. (INTU) - Intuit benefits from steady revenues across its Online Ecosystem and Desktop business segments, with strong performance in its Credit Karma and cloud-based services [14][15] - The expected revenue growth rate for Intuit is 14.8%, with earnings growth projected at 18% for the current year [17] Carvana Co. (CVNA) - Carvana's acquisition of ADESA's U.S. operations has enhanced its logistics and auction capabilities, positioning it for significant growth in the used car market [18] - The company expects a revenue growth rate of 31.4% and more than 100% earnings growth for the current year, with a focus on improving operational efficiency [20] Stantec Inc. (STN) - Stantec provides a range of professional consulting services in planning, engineering, and environmental sciences, focusing on infrastructure and facilities projects [22][23] - The expected revenue growth rate for Stantec is 11.1%, with earnings growth projected at 18.6% for the current year [24]

Tesla TodayTSLATesla$349.98 +7.16 (+2.09%) 52-Week Range$167.41▼$488.54P/E Ratio171.56Price Target$289.43Add to WatchlistShares of Tesla Inc NASDAQ: TSLA closed just under $350 last week, capping off a blistering rally that has seen the stock climb 60% from its April lows. While it still has ground to cover before revisiting the highs near $500 from last December, momentum is clearly back. The company is starting to look more like the Tesla that energized investors in 2020 and 2021: ambitious, dynamic, and ...

On May 11, the United States and China agreed to a 90-day pause in their trade dispute. The United States agreed to slash tariffs from 145% to 30%, and China agreed to reduce its reciprocal tariffs from 125% to 10%. The glass-half-empty crowd will fall back on the saying: the devil is in the details. Even in the best of times, Chinese stocks carry some risk. Even though the companies are listed on U.S. exchanges, there is an opaqueness to the companies' finances that can be troubling. Now add in weakness in ...

As the world’s largest chip-equipment maker, the success of Applied Materials Inc (NASDAQ:AMAT) on the charts is tied to how U.S.-China trade tensions thaw out. After the close today, the company steps into the earnings confessional for its second-quarter report, where analysts expect revenue of $7.13 billion and earnings of $2.31 per share, both within the company’s previously issued guidance.AMAT has a history of negative post-earnings reactions, with declines in three of its last four next-day sessions - ...

The U.S. and China just delivered exciting news to investors. The two countries halted escalating trade tensions and brought import tariffs down from astronomical levels to manageable ones. Since import tariffs are paid by the importer, an excessively high rate could hurt the consumers and companies that buy products from abroad. That concern weighed on investors' minds -- and on the stock market in recent weeks. But after the U.S. and China reached an initial agreement, one in place for 90 days as the coun ...

Core Viewpoint - Armlogi Holding Corp. reported significant revenue growth in Q3 and the first nine months of fiscal 2025, but faced increased operational costs leading to net losses and reduced profitability margins [2][7][12]. Financial Performance Three Months Ended March 31, 2025 - Total revenue increased by approximately $7.4 million, or 19.3%, to $45.8 million compared to $38.4 million in the same period of 2024 [2]. - Costs of sales rose by approximately $10.5 million, or 29.8%, to $45.6 million, primarily due to higher operational costs and expansion [3]. - Gross profit decreased to $0.28 million, down from $3.32 million, resulting in a gross profit margin of approximately 0.6%, compared to 8.6% in the prior year [4]. - General and administrative expenses increased to $4.47 million from $3.27 million, leading to a loss from operations of $4.19 million, compared to a profit of $0.05 million in the same period last year [5]. - The net loss was $3.76 million, or ($0.09) per share, compared to a net income of $0.68 million, or $0.02 per share, for the same period in 2024 [6]. Nine Months Ended March 31, 2025 - Total revenue increased by approximately $17.8 million, or 14.6%, to $139.5 million compared to $121.7 million in the same period of 2024 [7]. - Costs of sales increased by approximately $36.85 million, or 35.0%, to $142.3 million, reflecting expanded operations and market pressures [8]. - The overall gross loss was $2.85 million, a shift from a gross profit of $16.23 million, resulting in a negative gross profit margin of approximately (2.0)% compared to a positive margin of 13.3% in the prior year [9]. - General and administrative expenses rose to $10.80 million from $8.10 million, leading to a loss from operations of $13.65 million, compared to a profit of $8.13 million in the same period last year [10]. - The net loss for the nine months was $10.06 million, or ($0.24) per share, compared to a net income of $7.18 million, or $0.18 per share, for the same period in 2024 [11]. Management Commentary - The CEO highlighted ongoing revenue growth amid significant operational investments and market-related cost pressures impacting profitability [12]. - Recent developments in U.S.-China trade talks have led to reduced tariffs, which may positively affect Armlogi and the logistics sector [12]. - The company is focused on optimizing its warehouse footprint and enhancing operational efficiencies while prioritizing sustainable growth and improved profitability [12].