Daily Market Wrap

Stocks Close in the Green Amid Renewed Tariff Threats
Stocks rose on Thursday despite renewed tariff threats. Apple (AAPL) stock has been weak as tariffs could take a bite out of profits.
Stocks Fall After Softer-Than-Expected Inflation Data
Stocks dropped on Wednesday after latest inflation data. Vertiv’s (VRT) AI leap continues as it powers the future with NVIDIA and iGenius.
Stocks Edge Up Amid US-China Trade Talks
Stocks rose on Tuesday as US-China trade talks continue. Eli Lilly (LLY) shows Zepbound helps patients lose more weight than Wegovy.
S&P 500, NASDAQ Rise as Investors Await News on US-China Trade Talks
Stocks were up on Monday amid US-China trade talks. Alphabet (GOOGL) makes waves with its AI advancements in movie making.
Stocks Close Lower Ahead of May Jobs Report
Stocks fell on Thursday as investors braced for jobs report. Clearwater Analytics (CWAN) builds the ultimate investment software platform.
Research Reports - Subscription Required

ServiceNow (NOW) is Growing Fast as Businesses Embrace its Pro Plus AI
ServiceNow’s (NOW) is seeing a surge in AI, as its Pro Plus offering up 4x year-over-year with AI featured in 15 of its top 20 deals.

Arista (ANET) Makes Performance Routers for Gen AI, Data Centers, & the Cloud
Arista Networks (ANET) is growing at a nice rate (revenue up 28% last qtr) as it’s networking gear is used for data centers and more.

Poor People Can’t Afford McDonald’s (MCD) Right Now in this Slow Economy
McDonald’s (MCD) is in a slow-growth period as low income consumers don’t have the extra money to eat our right now.

It’s Remarkable MasterCard (MA) Continues to Grow Revenue at a Mid-Teens Rate
MasterCard (MA) is a master at growing revenue at a mid-teens rate. And with new innovations, this growth rate should continue on.

Amazon (AMZN) Advances AI Strategy with the Launch of its New Alexa Plus
Amazon (AMZN) has a new-and-improved Alexa Plus that can quickly and accurately respond to almost any question you ask it.

Booking (BKNG) is a Money Making Machine: It Grows Profits Faster Than Sales
Booking (BKNG) uses its advantage of an ecommerce website to drive profits up nicely (+22% last qtr) as sales grow modestly (+8%).
Stock of the Week
Each week we highlight a stock that stands out from the crowd and give FREE access to the Research Report:

Meta Platforms (META) is Investing in These Five Major AI Opportunities
Meta (META) is rolling in profits as its AI helped deliver 37% profit growth last qtr. Here’s 5 AI opportunities management sees.
Growth Stock Newsletter

David Sharek’s Top Ten Growth Stocks for 2025
Here’s my Top Ten growth stocks heading into 2025. This year’s list is dominated by big name tech stocks with some fresh ideas mixed in.
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