NEWS
Fed Rate Cuts Ignite Vicious Sector Rotation
The stock market is at all-time highs. But many stocks aren’t holding up. Fed rate cuts ignite vicious sector rotation. Yesterday the Fed cut rates by 25 bps as expected. In general, lower rates are to be celebrated. Reduced interest rates allow for lower debt costs...
Market Podcast: October 29, 2025
10/29/2025 Navellier & Associates owns Nvidia Corp (NVDA), D-Wave Quantum Inc. (QBTS), IonQ, Inc. (IONQ), Target Corporation (TGT), Amazon.com (AMZN), Bloom Energy Corporation Class A (BE), and Oracle Corporation (ORCL), in managed accounts. Navellier does not own...
10-28-25: Is This an “Ominous Silence – or “The Pause That Refreshes?”
by Jason Bodner October 28, 2025 Deep in the Chilean desert sits the Atacama Large Millimeter Array, 66-radio telescopes listening to space. What fascinates scientists most isn’t the noise; it’s the silences in between the noise. In the same way, pauses in the...
10-28-25: Happy 96th Birthday, “Black Tuesday” – Please Don’t Come Back!
by Gary Alexander October 28, 2025 Last week, I reviewed Andrew Ross Sorkin’s fine history of 1929. The core of his book is the drama that unfolded during the last week of October that year. Sorkin crafts about 50-captivating pages of war-like attacks on stock values...
10-28-25: The Dangerous Long Game Dilemma with China
by Bryan Perry October 28, 2025 Investor stock portfolios are enjoying the best of times, fueled by some bullish current developments that are drawing money off the sidelines and into risk assets. As of Sunday night, a constructive trade deal with China from the Trump...
10-28-25: Market Sets New Highs, After No “Trillion Dollar Tweets”
by Ivan Martchev October 28, 2025 I’ve been writing about the power of presidential tweets over the last two weeks. While technically not a tweet, there was a move similar in magnitude to a Wednesday “tweet storm” that moved the S&P 500 36-points down in...
10-28-25: Data Center Stocks Dominate the Initial Earnings Reports
by Louis Navellier October 28, 2025 Last Wednesday, Bloomberg reported that this is the best start to earnings season in four-years. Yes, there have been a few disappointing reports, but data center stocks set the tone for this early surge. Thanks to the data center...
Market Podcast: October 27, 2025
10/27/2025 Navellier & Associates owns Nvidia Corp (NVDA), Amazon.com, Inc. (AMZN), Microsoft Corporation (MSFT), Meta Platforms Inc Class A (META), and Apple Inc (AAPL), in managed accounts. A few accounts own QUALCOMM Incorporated (QCOM), per client request....
