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US stock futures are pointing higher this morning, with benchmark contracts on the S&P 500, Dow and Nasdaq all in the green, as investors react to softer January inflation. Headline US CPI sits at 2.4% with core CPI at 2.5%, which means the cost of living is still rising but now closer to the Federal Reserve’s comfort zone. The US 10 year Treasury yield is around 4.07%, a move that signals cheaper borrowing costs may be edging closer. The key question now is whether potential rate cuts help interest rate sensitive areas like real estate and smaller companies more than they squeeze bank profit margins.
If softer inflation and shifting rate expectations have you rethinking your risk, start with our 83 resilient stocks with low risk scores today.
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Rivian Automotive (RIVN) jumped 26.64% after multiple analyst upgrades and fresh attention on China US EV partnerships.
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Coinbase Global (COIN) gained 16.46% as investors reacted to the latest Q4 earnings and completed share buyback update.
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Nebius Group (NBIS) rose 9.23% following Q4 and full year results plus an announced change of auditor.
Is Rivian Automotive still a smart investment or just hype? Read our most popular narrative and get all the answers you need.
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Flutter Entertainment (FLUT) fell 11.46% following news of an upcoming CEO transition and leadership changes.
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Constellation Brands (STZ) declined 8.04% after the company announced Nicholas Fink will become CEO in April.
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NVR (NVR) slipped 7.27% after UBS lowered its price target on the homebuilder.
Look past the noise – uncover the top narrative that explains what truly matters for Flutter Entertainment’s long-term success.
Earnings from energy, tech and consumer names are set to show how companies are handling the softer inflation backdrop.
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Cybersecurity focus: Palo Alto Networks (PANW) reports Q2 results on Tuesday, with attention on billings and guidance.
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Energy earnings cluster: Devon Energy (DVN), EQT (EQT) and Energy Transfer (ET) post Q4 numbers on Tuesday, highlighting capital plans.
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Consumer and industrial read: Genuine Parts (GPC) shares Q4 results on Tuesday, updating on auto and industrial demand trends.
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Pre market tech check: Analog Devices (ADI) posts Q1 results on Wednesday, with investors focused on backlog and end market comments.
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After hours consumer data point: DoorDash (DASH) reports Q4 results on Wednesday, with focus on order growth and the profitability mix.
