(PRO Views are exclusive to PRO subscribers, giving them insight on the news of the day direct from a real investing pro. See the full discussion above.) NYSE insider Jay Woods says that in light of the ongoing government shutdown, traders will be paying special attention to what Federal Reserve Chair Jerome Powell says at the U.S. central bank’s meeting this week. Powell’s comments carry special weight as the ongoing government shutdown — which is close to being the longest one in American history — has halted the tracking of government data. While a quarter-point percentage rate cut is already…
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(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — First things first, Netflix (NFLX) dropped off our list of the Best Stocks in the Market last week after reporting a disappointing earnings quarter because of a one-time tax issue with the Brazilian IRS. I wish I were kidding, but I’m not. That’s literally what happened. Absent the surprise charge, NFLX would have beaten The Street’s estimates. Guidance was good and the tone of the call was solidly upbeat. Sometimes it doesn’t matter. NFLX went into…
The largest union representing federal workers on Monday called for Democrats in Congress to end the ongoing government shutdown by voting for the stopgap funding measure that Republicans have proposed.”It’s time to pass a clean continuing resolution and end this shutdown today,” Everett Kelly, president of the American Federation of Government Employees, wrote.”No half measures, and no gamesmanship. Put every single federal worker back on the job with full back pay — today,” said Kelly, whose union represents more than 800,000 federal and District of Columbia government workers.”Because when the folks who serve this country are standing in line for…
Microsoft CEO Satya Nadella, right, speaks as OpenAI CEO Sam Altman looks on during the OpenAI DevDay event in San Francisco on Nov. 6, 2023.Justin Sullivan | Getty ImagesOpenAI’s head-spinning investments announced in recent months have led to increased scrutiny of the hyperscalers, which are all racing to develop infrastructure for the accelerating artificial intelligence boom.Investors are about to get a lot of new information to digest.Microsoft, Alphabet, Meta and Amazon announce quarterly results this week. While they all have very different businesses – and compete in certain areas – Wall Street is going to be laser focused on one…
Selling cash-secured puts is a common, relatively conservative options-income generation strategy, but aligning strike selection and timing with technical indicators can significantly improve risk-adjusted returns. One variant I propose to simplify this process involves selling puts with approximately 60 days to expiration when the underlying stock is trading near its exponential moving average (EMA). This approach blends technical discipline, probabilistic pricing and time decay into a cohesive framework. The exponential moving average smooths price trends while weighting recent data more heavily than older prices. Traders use the 50-day EMA as a “mean reversion” guidepost — an area where prices often…
Keefe, Bruyette & Woods downgraded Berkshire Hathaway to underperform, warning that Warren Buffett’s succession risk and a slew of business-specific headwinds could weigh on the conglomerate’s earnings and share performance over the next year. The brokerage slashed its rating to the equivalent of sell from neutral, and cut its price target for Berkshire’s Class A shares to $700,000 from $740,000, implying a 5% downside from Friday’s close of $738,500. “Beyond our ongoing concerns surrounding macro uncertainty and Berkshire’s historically unique succession risk … we think the shares will underperform as earnings challenges emerge and/or persist,” analysts led by Meyer Shields…
Qualcomm announced Monday that it will release new artificial intelligence accelerator chips, marking new competition for Nvidia, which has so far dominated the market for AI semiconductors.The AI chips are a shift from Qualcomm, which has thus far focused on semiconductors for wireless connectivity and mobile devices, not massive data centers.Qualcomm said that both the AI200, which will go on sale in 2026, and the AI250, planned for 2027, can come in a system that fills up a full, liquid-cooled server rack.Qualcomm is matching Nvidia and AMD, which offer their graphics processing units, or GPUs, in full-rack systems that allow…
RBC Capital Markets sees a “catalyst-rich” path ahead for Honeywell International. The bank upgraded shares of the industrial conglomerate to an outperform rating from sector perform. Analyst Deane Dray also lifted his price target to $253 per share from $235, implying an upside of 17% from here. Shares of Honeywell have slipped 4% this year. HON YTD mountain HON YTD chart Dray’s upgrade comes after Honeywell reported quarterly results last week that exceeded analysts’ expectations. The company earned an adjusted $2.82 per share on revenue of $10.41 billion, while analysts polled by LSEG had expected earnings of $2.57 per share…
Wall Street is warning clients not to bet against the stock market, with both central bank and corporate catalysts ahead. The market roared to all-time records on Friday as the release of September consumer inflation data overshadowed concerns around both tariffs and sky-high valuations. Now, traders are looking to the two-day Federal Reserve meeting and five earnings reports due this week from Magnificent Seven companies to see if stocks can push still higher. “Over the last two weeks we had a more cautious stance on markets,” JPMorgan’s trading desk wrote to clients early Monday. “While we did see a [volatility]…
U.S. President Donald Trump looks on next to people waving Malaysian national flags before he departs on Air Force One from Kuala Lumpur International Airport in Sepang on Oct. 27, 2025.Andrew Caballero-Reynolds | AFP | Getty ImagesThis is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.Here are five key things investors need to know to start the trading day:1. Art of the dealPresident Donald Trump’s administration zeroed in on his tariff policies over the weekend. After pausing trade talks with Canada last week, Trump headed to Asia for a summit with world leaders and announced trade agreements…
