My top 10 things to watch Wednesday, March 4 1. Stock futures are pointing to a solidly higher open this morning, in contrast to yesterday’s sharp declines. The volatility of Tuesday’s session is another reminder of why investors shouldn’t flee in fraught geopolitical moments. 2. Oil gave up earlier gains and is now lower, with…
My top 10 things to watch Wednesday, Feb. 18 1. Meta commits to buying millions of Nvidia chips for its AI data centers. It’s kind of like the old days when all of the hyperscalers clamored for Nvidia’s chips. The long knives had been out for Nvidia, but shares added almost 2% this morning. Meta was flat….
The Club’s top 10 things to watch Friday, Feb. 13 — Today’s newsletter was written by Jeff Marks , the Club’s director of portfolio analysis. 1. Stock futures are little changed this morning after the January consumer price index report came in slightly cooler than expected. CPI rose 2.4% year over year, down from 2.7%…
My top 10 things to watch Thursday, Jan. 8 1. The S & P 500 was headed for a lower open this morning, retreating from its all-time intraday highs seen during the prior session. Fresh economic data this morning was largely positive. The index did, however, close lower yesterday after President Donald Trump said that…
The Club’s 10 things to watch Wednesday, Dec. 24 1. Wall Street is headed for a muted open in this holiday-shortened session that ends at 1 p.m. ET. Today marks the start of the seasonally strong Santa Claus rally period, covering the final five trading days of the year and the first two of the…
My top 10 things to watch Friday, Oct. 24 1. The long-awaited September consumer inflation report, delayed because of the ongoing government shutdown, came in slightly cooler than expected at an 3% annual rate. While still above the Fed’s 2% target rate, the stock market liked the number. Meanwhile, President Donald Trump said he has…
My top 10 things to watch Tuesday, Sept. 30 1. Wall Street was heading for a slightly lower open as the prospect of a government shutdown loomed. House Speaker Mike Johnson told CNBC that Democrats should “do the right thing” and pass a clean stopgap funding measure. Federal funding runs out today, risking a shutdown…
My top 10 things to watch Monday, Aug. 11 1. Melius Research’s Ben Reitzes downgraded Adobe to sell from hold, arguing that an AI-driven multiple contraction phase is in the early innings for software-as-a-service (SaaS) companies. That includes the likes of Atlassian and Club stock Salesforce . It can still get worse for these names,…
My top 10 things to watch Wednesday, Aug. 6 1. Wall Street was heading for a higher open this morning as earnings from two Dow stocks, Disney and McDonalds , went in opposite directions. Weaker economic data as well as pharma and semiconductor tariff comments from President Donald Trump on CNBC yesterday knocked the market…
10 things to watch Friday, July 25 — CNBC’s Jeff Marks wrote today’s newsletter. 1. Stocks were steady this morning as we head into the last session before the weekend. The S & P 500 posted a slight gain yesterday and closed at a record high. 2. Intel reported a messy quarter. The chipmaker plans…
