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From: Julius Wong	9/21/2024 7:49:06 AM
	1 Recommendation of 7854

Bitcoin on track to rise on weekly basis as Fed delivers jumbo rate cut Sep. 20, 2024 3:12 PM ET By: Sinchita Mitra, SA News Editor peterschreiber.media/iStock via Getty Images Bitcoin ( BTC-USD) is set to rise 3.8% on a weekly basis, in a period that saw the Federal Reserve deliver a supersized rate cut. The cryptocurrency has been largely on an upward trajectory since the start of the week, amid a risk-on sentiment among investors. "The recent Fed rate cut has greatly elevated investors’ risk-on sentiment. We have seen a jump in Bitcoin’s price and an overall rally in the crypto market as a result," Augustine Fan, Head of Insights, SOFA.org said. The world's oldest digital currency touched the $60K mark on Tuesday, jumping to a three-week-high, and has since largely climbed up for the rest of the week. Bitcoin ( BTC-USD) and other major cryptocurrencies jumped in Thursday morning trading after the Fed delivered its first interest-rate cut since the onset of the pandemic and signaled further policy easing as the year draws to a close. BTC hovered near the $64K mark on the day. The swings came after the U.S. central bank cut rates by 50 basis points and signaled another 50 bps of easing by the end of the year. Lower borrowing costs are generally positive for cryptos because they can reduce the appeal of traditional savings and investment vehicles, leading investors to seek higher returns in riskier asset classes like crypto. BTC recovered 60k on the back of the strong equity move, with a strong performance in altcoins as a sign of an overall boost in risk sentiment, Fan added.

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From: Julius Wong	9/21/2024 7:54:22 AM
	of 7854

Uranium producers rally as Constellation Energy plans Three Mile Island restart Sep. 20, 2024 12:48 PM ET By: Carl Surran, SA News Editor zhongguo/E+ via Getty Images Constellation Energy ( CEG) surges to the top of the S&P 500 leaderboard, +18.2% to an all-time high above $247 in Friday's trading, after announcing a deal to restart its Three Mile Island nuclear plant in Pennsylvania to help power Microsoft's growing plans for artificial intelligence. Constellation ( CEG) plans to spend ~$1.6B to revive the plant, which it expects to come online by 2028; the company said it expects to renew its license that would extend plant operations to at least 2054. Uranium producers are getting a boost from the news, including Cameco ( CCJ) +7.9%, Centrus Energy ( LEU) +7%, Forsys Metals ( OTCPK:FOSYF) +7%, Nuscale Power ( SMR) +6.4%, Energy Fuels ( UUUU) +5.2%, Denison Mines ( DNN) +4.7%, Uranium Royalty ( UROY) +4.4%, NexGen Energy ( NXE) +4.3%, Uranium Energy ( UEC) +4.1%, Fission Uranium ( OTCQX:FCUUF) +2.4%, Ur-Energy ( URG) +1.7%. Shares of Vistra ( VST), which also boasts a strong nuclear power presence, +14.5% for a 10th straight day of gains. Other high ranking utility stocks on the S&P 500 include NRG Energy ( NRG) +4.4%, Public Service Enterprise Group ( PEG) +3.1%, Exelon ( EXC) +2.6%, Ameren ( AEE) +2.1%.

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From: Julius Wong	9/22/2024 8:17:02 AM
	1 Recommendation of 7854

Insider trades: Notable buys and sells by significant shareholders, executives and directors Sep. 21, 2024 1:20 PM ET By: Nilanjana Basu, SA News Editor A weekly summary of insider trading highlighting notable buying and selling by investors, directors and executives. The trades have taken place between September 16 and September 20, 2024. • Alphabet (NASDAQ: GOOG), parent company of Google, reported a recent transaction by Director, John Hennessy. As disclosed on September 16, 2024, Hennessy sold a total of 800 shares of common stock at a price of $153.75 per share, totaling $ 123,003. Bryan now holds 28,524 shares of the company. • Food and restaurant chain, McDonald's (NYSE: MCD) said in a filing that CEO and Chairman, Christopher J Kempczinski sold 3,934 common shares on September 18, 2024 at $300 per share for a total transaction value of about $1.2M. Kempczinski now owns 61,612 shares. • On 19th September, Durn Daniel, EVP & CFO of California based software company, Adobe (NASDAQ: ADBE), sold 6,500 shares at a price of $ 515.44 per share, totaling $3.4M. The transaction has adjusted CFO's holdings in the company to 20,838 shares following the sale. • In a recent transaction, Sanjay Goel, EVP & President, Asia-Pacific of American Tower (NYSE: AMT) sold 5,000 shares of the company's common stock at $ 238 per share, resulting in a total sale value of approximately $1.2M. Following the transaction, Goel’s direct ownership in the company stands at 18,621 shares. • Kroger’s (NYSE: KR) Vice President & Controller Brian Nichols sold 4,000 shares of the company at $55.7 per share for total transaction value $222,800.Nichols now holds 14,063 shares of the company. • In a series of transactions, Grier Eliasek, COO of Prospect Capital (NASDAQ: PSEC), expanded his holdings in the company by purchasing its shares. Eliasek acquired 5,000 shares on September 16, 5000 common shares on September 17, 5000 shares on September 18. Following the transactions, Eliasek's direct holdings have increased to 1.7M shares.

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From: Julius Wong	9/22/2024 8:29:18 AM
	1 Recommendation of 7854

Trending stocks this week after Fed delivers jumbo rate cut Sep. 21, 2024 2:41 PM ET By: Deepa Sarvaiya, SA News Editor naphtalina/iStock via Getty Images The S&P 500 ( SP500) capped an eventful week with a 1.36% gain at 5,702.53 points. The benchmark index crossed the 5,700 level for the first time ever, in this week, that saw the Fed cut interest rates for the first time since the COVID-19 pandemic four years ago. The Federal Open Market Committee (FOMC) slashed its federal funds rate by 50 basis points to 4.75%-5.00%, ending a nearly two-week debate over the size of the anticipated cut heading into the announcement. These stocks were among those that were trending in Wall Street this week: Apple (NASDAQ: AAPL) shares closed 2.8% lower Monday, after TF International Securities analyst Ming-Chi Kuo estimated iPhone 16 series first-weekend pre-order sales at about 37 million units, down about 12.7% YoY amid Apple Intelligence, is not available at launch alongside the iPhone 16 release and intense competition in the Chinese market. Kuo added that Apple and its supply chain partners are unlikely to change production plans "significantly" in the short-term and that the Cupertino, Calif.-based company could improve sales as its artificial intelligence system, Apple Intelligence, is released over time, and the holiday shopping season approaches. Alibaba (NYSE: BABA) shares rose 4.8% after the company launched over 100 open-source AI models at its Apsara Cloud event. The Chinese tech giant also introduced a new text-to-video tool. These AI models, based on the Qwen 2.5 LLM, are designed for use in industries like automobiles, gaming, and scientific research, with enhanced math and coding capabilities. Ranging from 0.5B to 72B parameters, the models support over 29 languages, according to reports. Intel (NASDAQ: INTC) was in focus on Tuesday after a series of moves, including a deal with Amazon (NASDAQ: AMZN) to manufacture a custom artificial intelligence chip for the Seattle-based tech giant. The semiconductor giant revealed plans to transform its foundry business into a standalone subsidiary, potentially opening the door for external investment. NIO (NYSE: NIO) closed 7.6% higher Thursday after the electric vehicle company begun deliveries of its EL8 to European customers after launching at the beginning of the summer. NIO continues to expand presence in Europe despite the threat of punitive tariffs imposed by the European Union. Dada Nexus (NASDAQ: DADA) shares closed 22% higher Wednesday after Chinese online retailer JD.com (NASDAQ: JD) acquired Walmart's (NYSE: WMT) entire stake in the company. In a regulatory filing, JD.com confirmed the purchase of 87.5M ordinary DADA shares and 1.875M DADA ADSs, giving it a controlling 63.2% ownership. This development comes after Walmart recently sold its near 10% stake in JD.com. Nike (NYSE: NKE) shares surged following the announcement of Elliott Hill's return as president and CEO. He will resume his duties on October 14, 2024. The current CEO John Donahoe plans to retire on October 13, remaining as an advisor until January. FedEx (NYSE: FDX) shares plummeted over 12% after the company reported weaker-than-expected FQ1 profit and sales. The shipping giant lowered its revenue and EPS growth projection. Microsoft (NASDAQ: MSFT) hiked its quarterly dividend by 10% and approved a new share buyback of up to $60B. "Combined with mid-teens EPS growth, (the dividend hike) supports a durable strong mid-teens+ total return profile at MSFT, framing an attractive risk/reward," Morgan Stanley said, adding that it remained Overweight on the stock. Class A shares of Palantir Technologies (NYSE: PLTR) gained after Bank of America's global research team added the data analytics software company's stock to a list of "best investment ideas". BofA's action came ahead of Palantir's ( PLTR) inclusion into the benchmark S&P 500 ( SP500) index later this month.

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From: Julius Wong	9/22/2024 1:58:32 PM
	1 Recommendation of 7854

Wall Street Breakfast: The Week Ahead Sep. 22, 2024 7:35 AM ET seekingalpha.com

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From: Julius Wong	9/23/2024 11:39:12 AM
	1 Recommendation of 7854

Stocks that are expected to benefit from lower fed funds rate and a softer labor market seekingalpha.com

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To: Julius Wong who wrote (7777)	9/23/2024 2:00:13 PM
From: Kirk ©	1 Recommendation of 7854

Paywall...

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To: Kirk © who wrote (7778)	9/23/2024 2:09:10 PM
From: Julius Wong	2 Recommendations of 7854

Stocks that are expected to benefit from lower fed funds rate and a softer labor market Sep. 23, 2024 11:20 AM ET By: Monica L. Correa, SA News Editor shapecharge High labor cost stocks are benefiting from a rebalanced labor market and deceleration in wage growth. The fed funds rate was lowered by 50 basis points on Wednesday to 4.75-5%, and the labor market has cooled down from overheated levels. Goldman Sachs analysts said that labor costs account for 12% of sales for the aggregate S&P 500 ( SP500) and 14% of sales for the median stock. “A 100 basis points change in labor costs would impact S&P 500 ( SP500) EPS by 0.7%, all else equal,” wrote David J. Kostin, chief U.S. equity strategist. High labor costs stocks have a 10-percentage-point outperformance over low labor cost stocks since May. This suggests that investors are confident that wage pressures on earnings will continue to subside, Kostin said. Industrials ( XLI) have the highest implied labor costs as a percentage of revenue at 20%; energy ( XLE) has the lowest at 5%. This is Goldman Sachs’ basket of high labor cost stocks: Communication services Interpublic Group of Companies ( IPG) – Implied labor cost as a percentage of revenue: 43% Electronic Arts ( EA) – Implied labor cost as a percentage of revenue: 27% Omnicom Group Inc. ( OMC) – Implied labor cost as a percentage of revenue: 27% Meta Platforms ( META) – Implied labor cost as a percentage of revenue: 19% Consumer discretionary Hilton Worldwide Holding ( HLT) – Implied labor cost as a percentage of revenue: 84% Marriott International ( MAR) – Implied labor cost as a percentage of revenue: 78% Darden Restaurants ( DRI) – Implied labor cost as a percentage of revenue: 37% Wynn Resorts Limited ( WYNN) – Implied labor cost as a percentage of revenue: 23% O’Reilly Automotive ( ORLY) – Implied labor cost as a percentage of revenue: 20% Consumer staples PepsiCo Inc. ( PEP) – Implied labor cost as a percentage of revenue: 18% Estee Lauder Companies ( EL) – Implied labor cost as a percentage of revenue: 13% Molson Coors Beverage ( TAP) – Implied labor cost as a percentage of revenue: 11% Energy SLB ( SLB) – Implied labor cost as a percentage of revenue: 40% Halliburton ( HAL) – Implied labor cost as a percentage of revenue: 18% Financials Arthur J. Gallagher ( AJG) – Implied labor cost as a percentage of revenue: 33% Aon Plc ( AON) – Implied labor cost as a percentage of revenue: 33% Moody’s Corp. ( MCO) – Implied labor cost as a percentage of revenue: 30% Jack Henry & Associates ( JKHY) – Implied labor cost as a percentage of revenue: 29% Fidelity National Information Services ( FIS) – Implied labor cost as a percentage of revenue: 27% PNC Financial Services Group ( PNC) – Implied labor cost as a percentage of revenue: 27% Bank of America ( BAC) – Implied labor cost as a percentage of revenue: 26% Health care IQVIA Holdings Inc. ( IQV) – Implied labor cost as a percentage of revenue: 53% DaVita Inc. ( DVA) – Implied labor cost as a percentage of revenue: 39% Abbott Laboratories ( ABT) – Implied labor cost as a percentage of revenue: 38% Quest Diagnostics ( DGX) – Implied labor cost as a percentage of revenue: 35% Universal Health Services ( UHS) – Implied labor cost as a percentage of revenue: 34% Labcorp Holdings ( LH) – Implied labor cost as a percentage of revenue: 34% Industrials Dayforce Inc. ( DAY) – Implied labor cost as a percentage of revenue: 41% Rollins Inc. ( ROL) – Implied labor cost as a percentage of revenue: 35% Paycom Software ( PAYC) – Implied labor cost as a percentage of revenue: 34% Jacobs Solutions ( J) – Implied labor cost as a percentage of revenue: 34% Information technology Cognizant Tech Solutions ( CTSH) – Implied labor cost as a percentage of revenue: 73% Accenture Plc ( ACN) – Implied labor cost as a percentage of revenue: 56% ServiceNow Inc. ( NOW) – Implied labor cost as a percentage of revenue: 54% CrowdStike Holdings ( CRWD) – Implied labor cost as a percentage of revenue: 51% EPAM Systems Inc. ( EPAM) – Implied labor cost as a percentage of revenue: 44% Palo Alto Networks ( PANW) – Implied labor cost as a percentage of revenue: 42% Gartner Inc. ( IT) – Implied labor cost as a percentage of revenue: 41% Autodesk ( ADSK) – Implied labor cost as a percentage of revenue: 38% F5 Inc. ( FFIV) – Implied labor cost as a percentage of revenue: 33% NetApp Inc. ( NTAP) – Implied labor cost as a percentage of revenue: 29% Trimble Inc. ( TRMB) – Implied labor cost as a percentage of revenue: 28% Teradyne Inc. ( TER) – Implied labor cost as a percentage of revenue: 24% Keysight Technologies ( KEYS) – Implied labor cost as a percentage of revenue: 23% Intel Corp. ( INTC) – Implied labor cost as a percentage of revenue: 23% Motorola Solutions ( MSI) – Implied labor cost as a percentage of revenue: 19% Cisco Systems Inc. ( CSCO) – Implied labor cost as a percentage of revenue: 18% Materials Newmont Corp. ( NEM) – Implied labor cost as a percentage of revenue: 19% Real estate CBRE Group Inc. ( CBRE) – Implied labor cost as a percentage of revenue: 29% Utilities NiSource Inc. ( NI) – Implied labor cost as a percentage of revenue: 22%

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From: Julius Wong	9/23/2024 7:41:11 PM
	1 Recommendation of 7854

T-Mobile US raises dividend by 35.4% to $0.88, announces buyback Sep. 18, 2024 1:51 PM ET By: Gaurav Batavia, SA News Editor T-Mobile US (NASDAQ: TMUS) declares $0.88/share quarterly dividend, 35.4% increase from prior dividend of $0.65. Forward yield 1.77% Payable Dec. 12; for shareholders of record Nov. 27; ex-div Nov. 27. The company also announces up to $50 billion in stockholder returns through dividends and share repurchases

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From: Julius Wong	9/24/2024 7:25:06 AM
	1 Recommendation of 7854

Overweight quality stocks with positive EPS revisions - MS Sep. 23, 2024 4:17 PM ET By: Monica L. Correa, SA News Editor AndreyPopov/iStock via Getty Images Morgan Stanley analysts listed quality stocks with positive EPS revisions and overweight rating, as they believe that the group is expected to perform well in the near-term. “The labor data will be the most important factor in terms of how equities trade through year-end,” wrote Strategist Michael J. Wilson. “A drop in the unemployment rate and above consensus payroll data (without downward revisions) is likely the most risk-on signal for equities in the fourth quarter.” He said that a drop in the unemployment rate can counter seasonal weakness in earnings revisions and election-related volatility, but a rise in the unemployment rate (above 4.3%) alongside weak payrolls (under 100,000) will cause risk-off price action. The following stocks are members of the Russell 1000 (NYSEARCA: IWF), have positive one-month earnings revision, above-median quality composite score vs. their sector peers, and are rated overweight. Schlumberger Ltd ( SLB) Baker Hughes Co. ( BKR) NOV Inc. ( NOV) Devon Energy ( DVN) Cheniere Energy ( LNG) The Sherwin-Williams ( SHW) Linde Plc ( LIN) Eastman Chemical Co. ( EMN) Ball Corp. ( BALL) Curtiss-Wright ( CW) Northrop Grumman Corp. ( NOC) Trane Technologies ( TT) Cummins Inc. ( CMI) Westinghouse Air Brake Technologies Corp. ( WAB) TransUnion ( TRU) Borg Warner ( BWA) Hasbro ( HAS) Skechers USA ( SKX) Doordash Inc. ( DASH) Amazon ( AMZN) GAP Inc. ( GAP) TJX Co. ( TJX) Burlington Stores ( BURL) Dicks Sporting Goods ( DKS) Walmart Inc. ( WMT) Colgate-Palmolive Co. ( CL) Procter & Gamble ( PG) AbbVie Inc. ( ABBV) Regeneron Pharmaceuticals ( REGN) Biogen Inc. ( BIIB) Zoetis Inc. ( ZTS) IQVIA Holdings Inc. ( IQV) Avantor Inc. ( AVTR) M&T Bank Corp. ( MTB) Huntington Bancshares Inc. ( HBAN) Bank of America ( BAC) Wells Fargo & Co. ( WFC) East West Bancorp ( EWBC) Ally Financial ( ALLY) Progressive Corp. ( PGR) Allstate ( ALL) Arch Capital Group ( ACGL) MetLife Inc. ( MET) MongoDB Inc. ( MDB) HubSpot Inc. ( HUBS) Unity Software Inc. ( U) Salesforce Inc. ( CRM) ServiceNow ( NOW) Fortinet Inc. ( FTNT) Arista Networks ( ANET) Apple Inc. ( AAPL) Qorvo Inc. ( QRVO) Nvidia Corp. ( NVDA) T-Mobile US Inc. ( TMUS) Trade Desk Inc. ( TTD) Spotify Technology ( SPOT) Netflix Inc. ( NFLX) Warner Music Group ( WMG) Alphabet Inc. Class A ( GOOGL) Meta Platforms ( META) FirstEnergy Corp. ( FE) Atmos Energy ( ATO) Prologis Inc. ( PLD) Welltower Inc. ( WELL) Agree Realty ( ADC) Gaming and Leisure Properties Inc. ( GLPI)

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