These stocks are set to outperform in a ‘K-shape’ economy, Wolfe Research says

These stocks are set to outperform in a ‘K-shape’ economy, Wolfe Research says

Stocks such as Ralph Lauren and Dollar General have strong upside potential in the current “K-shaped” economy, according to Wolfe Research. While an economy can expand in this scenario, it creates greater bifurcation between consumers and industries in the high and lower ends. With a widening wealth gap, lower-income shoppers tend to pull back from…

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NVDA, WMT, EXAS, REGN & more

NVDA, WMT, EXAS, REGN & more

Check out the companies making headlines in midday trading: Nvidia — The chipmaker fell nearly 2%, reversing earlier gains after it reported fiscal third-quarter results that were well above expectations. Nvidia’s fourth-quarter revenue guidance was also stronger than analysts anticipated. As Nvida’s stock faltered a number of other AI trades fell as well including Palantir…

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Fed likely to not cut rates in December following delayed September data, according to market odds

Fed likely to not cut rates in December following delayed September data, according to market odds

Jerome Powell, chairman of the US Federal Reserve, during a news conference following a Federal Open Market Committee (FOMC) meeting in Washington, DC, US, on Wednesday, Oct. 29, 2025. Al Drago | Bloomberg | Getty Images Odds of a December rate cut remained low following the release of delayed jobs data. Markets were last pricing…

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