Daily Market Wrap

Stocks Close Mixed as Treasury Yields Ease
Stocks were mixed on Thursday as bond yields retreated. Accenture (ACN) faces fallout from President Trump’s federal spending cuts.
Stocks Plunge as Treasury Yields Spike Over Deficit Concerns
On Wednesday, stocks posted back-to-back losses. Oracle (ORCL) sees 15% and 20% revenue growths in the next two fiscal years.
Stocks Decline, Snapping S&P 500’s Six-Day Winning Streak
Stocks fell on Tuesday, with S&P 500 ending six-day win streak. Cintas (CTAS) achieves strong growth amid tariff uncertainty.
S&P 500 Extends Winning Streak as Stocks Post Weekly Gains
On Friday, stocks solidly gained and ended the week in the green. Factset Research (FDS) launches AI tool to transform banking workflows.
S&P 500 Climbs for Fourth Straight Day
Stocks closed mixed on Thursday, with S&P 500 rising for fourth straight day. Microsoft’s (MSFT) profit growth finally accelerates.
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Freightliner Old Dominion (ODFL) is Hurting from Empty Ports Due to Trump Tariffs
Old Dominion Freight Line (ODFL) is suffering from empty ports due to Trump tarrifs. This is a quality stock to buy if it goes lower.

Chipotle (CMG) Stock is Still Too High After Simmering Down From a Run Higher
Chipotle (CMG) stock got insanely overvalued. The stock has simmered down during the past year, but is still too high for me to buy.

Accenture (ACN) Faces Fallout from President Trump’s Federal Spending Cuts
Accenture (ACN) is going through a slow growth period, with resistance from the US Government to renew consulting deals.

Oracle (ORCL) Sees 15% then 20% Revenue Growth the Next Two Fiscal Years
Oracle (ORCL) is expecting revenue to accelerate in the coming years as the company’s backlog just jumped by 63% year-over-year.

Cintas (CTAS) Achieves Strong Growth & Remains Confident Amid Tariff Uncertainty.
Cintas (CTAS), the uniform company, grew profits a solid 18% last quarter as margins expanded. But the stock remains pricey.

Factset Research (FDS) Launches AI Tool to Transform Banking Workflows
FactSet Research’s (FDS) new tool Pitch Creator is a Gen AI-powered tool designed to streamline pitch book creation for junior bankers.
Stock of the Week
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Oracle (ORCL) Sees 15% then 20% Revenue Growth the Next Two Fiscal Years
Oracle (ORCL) is expecting revenue to accelerate in the coming years as the company’s backlog just jumped by 63% year-over-year.
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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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