It's time for the big three. We've got three stocks, three charts, and three trades. Ricky Cat, of course, will take us through the charts as always.Here to take us through the trades like every Friday, Tim Bowen, chief technical trainer at stockstorade. com. Great to have you both with us.Tim, you've got a good day to be here. We've got a lot of green across the board and pretty strong gains, too. You know, what are your thoughts on the action we're seeing today and the rotation we're seeing.Well, you know ...

We recently published 10 Big Names Leaving Wall Street Behind; 7 Are Hitting Record Highs. Intel Corp. (NASDAQ:INTC) was one of the worst performers on Wednesday. Intel Corp. rallied to a new 52-week high on Wednesday, as investors loaded portfolios ahead of the results of its earnings performance for the full year and fourth quarter periods of 2025. At intra-day trading, the stock jumped to its highest price of $54.41, up 12 percent, before trimming gains to end the session just up by 11.74 percent at $ ...

Core Viewpoint - Affirm Holdings, Inc. (NASDAQ:AFRM) is experiencing a positive year-to-date performance with a 21% increase in share price, despite recent adjustments in price targets by analysts [2]. Group 1: Analyst Ratings and Price Targets - Bank of America has reduced its price target for Affirm Holdings from $98 to $97 while maintaining a Buy rating [2]. - Wolfe Research has initiated coverage on Affirm Holdings with a Peer Perform rating and a fair value range of $72 to $82 for year-end 2026 [2]. Group 2: Company Performance and Management Insights - The CFO of Affirm, Rob O'Hare, has addressed concerns regarding weak loan origination, attributing issues to tracking errors in the fourth quarter [2]. - Jim Cramer has expressed strong support for Affirm, stating that the company is having an "amazing quarter" and believes its stock has more potential for growth [3].

Industrial Policy & Government Intervention - The speaker expresses reservations about government equity stakes in companies, preferring loan-based support similar to the Overseas Private Investment Corporation's approach [3][4] - The speaker contrasts current industrial policy with past practices, noting the oil industry's self-reliance during crises without government bailouts [4] - The speaker criticizes the concept of "too big to fail" banks, arguing it creates unfair competition for regional banks [5] Market & Economic Indicators - Gasoline sales are flat year-over-year, but prices are down 10-12%, suggesting reduced consumer driving [6][7] - Diesel sales are up 35% year-over-year, indicating strong commercial activity, potentially driven by onshoring [7] - The speaker suggests monitoring diesel sales in the third quarter to gauge the sustainability of the current economic activity [9] Retail & Consumer Behavior - The economy is K-shaped, with luxury shopping centers experiencing double-digit sales increases while middle-market retailers like Red Lobster struggle with flat sales and heavy discounting [10][11] - McDonald's price increases are encroaching on casual dining restaurants [11] - Consumers are trading down from higher-priced alcoholic beverages like margaritas to cheaper options like beer [14] - Consumers, especially younger demographics, are increasingly buying smaller quantities of alcohol for immediate consumption rather than larger quantities for later use [15][17]