Stocks

Investors continue to face stiff headwinds in 2025. Bull markets since WWII that went on to celebrate their third birthday posted gains averaging only 5%. The average drawdown for Republican presidents in their inaugural year was more than 15%. Nearly two-thirds of all bear markets since WWII started with double-digit declines that recovered to within -2% and +3.4% of the 200D MA before reversing and setting an even lower low. Are tariffs still headline rhetoric or recession-inducing realities? S&P 500 EPS growth for all of 2025 was pegged at nearly 13% at the start of the year. As of mid-May, that forecast was closer to 7%. Finally, 2024 was the sixth year in the past eight years when the tech sector rose by 30% or more in price. In this presentation, Sam Stovall, Chief Investment Strategist at CFRA Research, will discuss CFRA’s forecast for a full-year gain in price for the S&P 500 and show cautious investors how a portfolio consisting of only two sectors delivered 95% of Tech’s return since 1990 with 40% lower volatility.

AI momentum, backed by quantitative and fundamental analysis, has revolutionized investing with data-driven strategies. Quantitative models use AI to analyze vast datasets, spotting market trends like earnings revisions. Fundamental analysis employs AI to evaluate financials and sentiment. This dual approach enhances performance, speeds up portfolio rebalancing, and improves risk management, transforming decision-making and efficiency in the investment landscape.

As President Trump asserts his economic dominance, the US dollar is just getting stronger, so everything the US imports naturally gets cheaper. As a result, the projected inflation from the proposed tariffs is slow to materialize. The real goal of the Trump tariffs is to collect new revenue for the Federal government, so income taxes can be reduced or eliminated. Overall, we are in the midst of an economic Renaissance that is expected to create more companies to "onshore" and divert their operations to the US. 

On Feb. 19, 2025, Super Micro Computer jumped 74% from a Dec. 2024 low. An independent auditor had wiped clean the company's allegations of accounting irregularities. With year-over-year revenue growth of 55% (at the time), the future looked bright for the company. SMCI's price/earnings ratio of 16 (compared to Nvidia's 37) seemed like a bargain. Yet, the gains were fleeting. Within two weeks, the shares had dropped 47%. 
In April, Nvidia plunged to a low of $94/share after hitting a high of $153 in January. It's back to $135/share, but how long will it last? Is the Saudi deal announced recently the fuel Nvidia needs to soar even higher? Will the Taiwan Semiconductor Arizona chip factory help Nvidia to mitigate the impact of tariffs? Is all of this factored into the share price already? Why has there been so much volatility?
Picking stocks in a world where share prices sink and soar with such wild swings equires a great deal of babysitting, peering into crystal balls, factoring in the impact of tariffs, adding a splash of consumer sentiment, and then pitting all of that against expensive equity prices and an economy that is slowing down. So, should you be trying to outwit Wall Street's hedge funds, or is there a better way to invest in hot, volatile industries such as artificial intelligence and breakthrough technology that puts us on the right side of the trade?

40-year investment advisory industry veteran Roger Conrad highlights the future of electricity and the best ways to build real wealth safely in America’s essential growth industry.

IBD’s MarketDiem newsletter gives you hand-picked trade ideas for stocks and options right in your inbox every weekday during market hours. Our team does the research, so you get smarter trading insights, timely market analysis, and even bite-size investing lessons––all in a quick 5-minute read. Subscribe today for $4.99 per month or just $20 for the entire year.    

Restaurant operators have been forced to juggle multiple disconnected systems—until now. SRVE POS and Restaurant Systems Pro are revolutionizing the industry by merging POS, full-service accounting, and operational management into one seamless platform, creating a game-changing investment opportunity. Same company with a dual brand because Restaurant Systems Pro can connect with other POS systems.

As the 2025 markets ebb and flow, NNN REIT, Inc. (NYSE: NNN) remains well-positioned to react to any elevated economic and capital market challenges that may arise. For 40 years, NNN has applied a multi-year view to operating the company, focusing on producing consistent per-share results. This has enabled NNN to successfully navigate all types of market conditions and provide shareholders with solid, stable progress. NNN shareholders have enjoyed 35 consecutive annual dividend increases and a 30-year average annual total return of 11.8%. Join us and learn how NNN’s steadfast, dependable dividend income could provide a bit of consistency for your portfolio.

Join Todd Ault & The Deal Alliance and learn more about transformative AI solutions & the next industrial revolution, where they dive into the transformative impact of artificial intelligence on business strategies and global industries. At the heart of this transformation is askROI.com, a pioneering platform that leverages cutting-edge AI to empower businesses with actionable insights and strategic foresight. During the webinar, you'll discover how askROI.com harnesses the power of AI to optimize resources, streamline operations, and deliver enhanced value to stakeholders. This exclusive presentation will showcase real-world examples of AI's role in shaping the next industrial revolution, offering a compelling vision of the future landscape and the strategic advantages for early adopters.

Join Todd Ault & The Deal Alliance and learn more about transformative AI solutions & the next industrial revolution, where they dive into the transformative impact of artificial intelligence on business strategies and global industries. At the heart of this transformation is askROI.com, a pioneering platform that leverages cutting-edge AI to empower businesses with actionable insights and strategic foresight. During the webinar, you'll discover how askROI.com harnesses the power of AI to optimize resources, streamline operations, and deliver enhanced value to stakeholders. This exclusive presentation will showcase real-world examples of AI's role in shaping the next industrial revolution, offering a compelling vision of the future landscape and the strategic advantages for early adopters.