Core Insights - Wall Street has experienced a significant rally since early 2023, with the S&P 500 reaching record highs in 2025, driven by weak August payroll data that increased expectations for a Federal Reserve rate cut [1][2] - The easing inflation pressures and cooling employment data provide the Fed with the flexibility to act without raising recession fears, leading to a bullish market environment [2] - Investors are encouraged to focus on stocks with strong relative price strength, which are likely to continue outperforming during the ongoing bull run [2][4] Stock Recommendations - Recommended stocks based on relative price strength include Kimball Electronics, REV Group, Evercore, Visteon, and Zumiez, all of which show rising earnings outlooks and market-beating performance trends [3][10] - Kimball Electronics has a market capitalization of $725.6 million and has seen a 74.6% increase in shares over the past year, with a 20.2% upward revision in fiscal 2026 earnings estimates [11][12] - REV Group, with a market cap of $3 billion, has experienced a 138.1% increase in shares over the past year and a projected 60.4% growth in 2025 earnings [13][14] - Evercore, a global independent investment banking advisory firm, has a market cap of $3.5 billion and has seen a 43.6% increase in shares, with a projected 34.5% growth in 2025 earnings [15][16] - Visteon, specializing in automotive cockpit electronics, has a market cap of $3.5 billion and a 39.9% increase in shares, with a 14.5% upward revision in earnings estimates [16][17] - Zumiez, a global lifestyle retailer, has a market cap of $360 million, but its shares have decreased by 9.2% over the past year despite a projected 566.7% growth in fiscal 2026 earnings [18][17] Screening Parameters - Stocks are screened based on relative price changes over 1, 4, and 12 weeks, as well as positive current-quarter estimate revisions [8][9] - Only stocks with a Zacks Rank of 1 (Strong Buy) that have historically outperformed the S&P 500 are considered for investment [9]

Group 1: Company Performance - TimesSquare Capital Management reported a gross return of 11.28% and a net return of 11.02% for its "U.S. Small Cap Growth Strategy" in Q2 2025, compared to the Russell 2000 Growth Index return of 11.97% [1] - BJ's Wholesale Club Holdings, Inc. (NYSE:BJ) had a one-month return of -5.27% but gained 20.67% over the last 52 weeks, closing at $97.44 per share with a market capitalization of $12.838 billion on September 10, 2025 [2] - BJ's Wholesale Club reported net sales of approximately $5.3 billion in Q2 2025, reflecting a growth of 3.4% year-over-year [4] Group 2: Investment Insights - The investment strategy for BJ's Wholesale Club focuses on value-oriented or specialty retailers, with strong momentum in consumables despite a slight decline in seasonal big-ticket categories [3] - Management's decision to maintain full-year guidance was viewed as conservative, and the company added to its position in BJ's following a -6% pullback [3] - Although BJ's is not among the 30 most popular stocks among hedge funds, it saw an increase in hedge fund portfolios holding its stock from 43 to 44 in the last quarter [4]

TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. During the quarter, the fund returned 11.28% (gross) and 11.02% (net), compared to the Russell 2000 Growth Index by 11.97%. Equities posted double-digit returns in the second quarter as global economic activity measures lifted. In addition, please check the fund’s top five holdings to know its best picks in 20 ...

Group 1: Fund Performance - TimesSquare Capital Management's "U.S. Small Cap Growth Strategy" reported a gross return of 11.28% and a net return of 11.02% for Q2 2025, compared to the Russell 2000 Growth Index's return of 11.97% [1] - The fund experienced double-digit returns in Q2 2025, driven by positive global economic activity [1] Group 2: Boot Barn Holdings, Inc. Overview - Boot Barn Holdings, Inc. (NYSE:BOOT) is a lifestyle retail chain specializing in western and work-related footwear, apparel, and accessories [2] - The stock of Boot Barn Holdings, Inc. saw a one-month return of 13.01% and a 52-week gain of 22.03%, closing at $183.60 per share with a market capitalization of $5.61 billion on September 10, 2025 [2] - In Q1 2026, Boot Barn's revenue increased by 19% to $504 million, with consolidated same-store sales rising by 9.4% [4] Group 3: Investment Insights - TimesSquare Capital's U.S. Focus Growth Strategy expressed a preference for value-oriented or specialty retailers, highlighting Boot Barn as a leading investment despite a slight miss in fiscal fourth quarter estimates [3] - Boot Barn's shares jumped 42% following the announcement of forward guidance that aligned with consensus projections, leading to a position trim by the fund [3] - Although Boot Barn Holdings, Inc. shows potential, the company is not among the top 30 most popular stocks among hedge funds, with 39 hedge fund portfolios holding the stock at the end of Q2, up from 34 in the previous quarter [4]

U.S. stock futures were rising on Thursday following Wednesday’s mixed close. Futures of major benchmark indices were higher.Economists forecast that the August Consumer Price Index will show headline inflation climbing to 2.9% year-over-year, up from 2.7% in July. If confirmed, that would be the highest annual pace since January 2025. Thursday’s sentiment was driven by wholesale price data, as the Producer Price Index slipped 0.1% in August, contrary to expectations for a 0.3% increase. Wholesale inflation ...

The major stock indices are closing mixed, with the Dow Industrial Average lower, but the broader S&P and NASDAQ indices closing higher. Both the broader indices closed at record levels.The Dow Industrial Average was hurt by declines in the some of the bigger capitalized companies:Salesforce Inc −3.77%Amazon.com −3.31%Apple −3.23%McDonald’s −2.10%Walmart −1.84%Visa A −1.67% Overall, 21 of the 30 Dow stocks closed down on the day.The gains today were highlighted by oversized gained in Oracle. It shares rose ...

Market Performance - U.S. stock markets had a mixed close on September 10, 2025, with the S&P 500 and Nasdaq Composite reaching new all-time highs before paring gains, while the Dow Jones Industrial Average finished down 0.6% [1][2] - The S&P 500 closed marginally higher, adding to its previous record, while the Nasdaq Composite ended down 0.2% after being up for most of the day [2] Economic Data - The August Producer Price Index (PPI) report showed an unexpected 0.1% month-over-month decline, marking the third monthly decrease in 2025 and a reversal from July's 0.7% gain [3][4] - Year-over-year producer inflation slowed to 2.6% from 3.1% in July, easing concerns about wholesale inflation [3] Federal Reserve Expectations - The cooler-than-expected inflation data increased expectations for Federal Reserve interest rate cuts, with traders pricing in a 90% probability of a 25-basis-point reduction at the upcoming FOMC meeting on September 16-17 [4] Major Stock News - Oracle shares surged more than 30% to 40% after a strong outlook for its cloud infrastructure business, forecasting a 77% increase in cloud infrastructure revenue to $18 billion this fiscal year [5] - Other AI-related chipmakers saw gains, with Nvidia rising 3.6%, Broadcom adding 6.2%, and Advanced Micro Devices gaining 3.1% [5] - Apple shares declined approximately 3.5% following the unveiling of the iPhone 17, as investors were disappointed by perceived incremental updates [6] - Synopsys shares plunged around 35% after missing earnings expectations and lowering its full-year outlook due to decreased demand [7] - Chewy's shares dropped by 15-18% despite better-than-expected second-quarter results, as market expectations were for stronger performance [7] - Klarna made its debut on the NYSE with initial gains, while JPMorgan Chase & Co. climbed 1.7% on strong revenue forecasts [8] After-Hours Earnings - Chewy reported fiscal second-quarter results that led to a significant stock price decline despite meeting or slightly exceeding analyst estimates [10]

Sumala Chidchoi/iStock via Getty Images Listen below or on the go on Apple Podcasts and Spotify Buy-now-pay-later company Klarna raised $1.37 billion with its IPO. (0:15) Wholesale inflation comes in cool. (2:11) GameStop cash pile more than doubles to $8.7 billion. (3:28) This is an abridged transcript of the podcast: Our top story so far, Klarna Group (NYSE:KLAR) stock opened at $52 in its debut on the NYSE today, more than 30% above its public offering price. Shares are trading under the ticker sy ...

Mr Ellison’s net worth climbed above $400bn on Wednesday after the share price of his IT giant Oracle soared.Larry Ellison, the technology mogul and ally of Sir Tony Blair, has overtaken Elon Musk as the world’s richest man after his fortune jumped by $120bn (£89bn) in a single day.That’s all for today but you can read all the latest business and economics news from The Telegraph here .Thanks for joining us on this live blog.“One of the reasons why taxes have risen to such a high level is because there’s be ...

Market Overview - U.S. stocks showed mixed performance with the Nasdaq Composite gaining over 100 points, while the Dow decreased by 0.17% to 45,632.29 and the S&P 500 rose by 0.64% to 6,554.06 [1] - Information technology shares increased by 2.2% on the same day [1] Company Performance - Chewy, Inc. (CHWY) shares fell approximately 14% after reporting second-quarter results, with adjusted earnings of 33 cents per share, exceeding market estimates of 14 cents, and quarterly sales of $3.104 billion, surpassing expectations of $3.080 billion [3] Commodity Market - Oil prices rose by 1.3% to $63.46, while gold increased by 0.2% to $3,689.50. Silver and copper also saw gains of 0.7% to $41.630 and 0.3% to $4.5845, respectively [5] European Market - European shares experienced an upward trend, with the eurozone's STOXX 600 rising by 0.3% and Spain's IBEX 35 Index increasing by 1.3% [6] Asian Market - Asian markets closed higher, with Japan's Nikkei 225 gaining 0.87% and Hong Kong's Hang Seng rising by 1.01% [7] Notable Stock Movements - Wearable Devices Ltd. (WLDS) shares surged by 412% to $5.20 following a year-over-year increase in H1 EPS results and a new patent announcement [8] - Cuprina Holdings (Cayman) Limited (CUPR) shares increased by 212% to $2.19 after announcing exclusive licensing rights for medical waste recycling technology [8] - YY Group Holding Limited (YYGH) shares dropped by 61% to $0.3674 after pricing a registered offering of ordinary shares and warrants [8]