| Sleek New Toys, Higher Prices, Same Upgrade Fever |
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| The latest launch delivered thinner phones, smarter earbuds, and watches that want to predict your blood pressure. | The catch is storage upgrades and subtle price hikes. The upgrade wave is here, but will shoppers bite or balk? |
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| | | | JPMorgan | JPM | | Price: $300.63 | The Street's favorite bank isn't slowing down. At a recent investor event, JPM said Q3 markets revenue should climb in the high teens year over year. | Strength is broad, with securitized products, rates, credit, and equities desks all pulling weight. | IB revenue looks set to rise low double digits, thanks to M&A pipelines and a busy IPO calendar. In other words: dealmaking is back, baby. | Shares at $298 are up 24% YTD, and analysts keep nudging earnings estimates higher. Management reaffirmed a 16% ROE target, best in class for CIB. | Oh, and they're testing a "cash on chain" blockchain pilot tied to stablecoins. Nothing like sprinkling crypto into a bank presentation. | Why it matters: When trading desks are humming and M&A is back in season, JPM becomes a momentum play in its own right. | The question is whether Q3 is a peak or just the warm-up. |
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| | Market Signal Flash (Sponsored) | | | We're tracking a small-cap setup that's slipping past most radars.
The fundamentals are lining up: | | Yet it's still trading like no one's paying attention.
That won't last.
[See the full report here]
(Free access while it's still under the radar.) | P.S. By the time setups like this make headlines, the early edge is gone. Don't wait.
(By clicking the link above, you agree to receive emails from MarketPulseToday. You can opt out at any time. - Privacy Policy) |
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| | Centene | CNC | | Price: $31.29 | Centene is a case study in cheap for a reason. Shares are down nearly 50% this year after Q2 shocked with a loss of $0.16 per share vs. a $0.23 gain expected. | Rising medical costs in government-backed plans spiked the health benefit ratio to 93%. Not pretty. | Still, bulls point out it trades at 0.1x sales and a P/E under 8. Bargain bin metrics for a $31 stock. | Management is guiding to a stronger 2026, which gave shares a short-lived bounce. But with $18B in debt and operating margins near 1%, it's hard to call this a steady ship. | Revenue is growing, up 22% last quarter, but cash flow isn't following. If medical cost inflation keeps chewing through margins, CNC risks being a classic value trap. | Why it matters: Cheap stocks stay cheap unless the core problem gets fixed. For Centene, that means proving medical cost growth can be tamed. Until then, it's a tough one to trust. |
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| | Albemarle | ALB | | Price: $73.30 | Lithium stocks had a rough day. Word leaked that CATL plans to restart its giant Jianxiawo mine sooner than expected. | That mine pumps out about 3% of global supply, and the news knocked Albemarle down over 11% in one session. | Shares now sit around $73, down 15% YTD, far off the $113 highs. | Lithium carbonate prices keep whipsawing on every supply headline, and ALB is stuck riding the rollercoaster. | On the positive side, long-term EV and battery demand is still very real, and Albemarle's scale keeps it in the conversation as one of the lower-cost global producers. | Dividend yield north of 2% doesn't hurt either. | Why it matters: Lithium is the definition of boom-bust. Traders love the volatility, but long-term holders need confidence that ALB can weather supply shocks without losing pricing discipline. | For now, it's a story of patience (and strong stomachs). |
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| | Profit Blueprints Uncovered (Sponsored) | | | Apple, Amazon, and Tesla turned early investors into millionaires.
But their days of 10x growth may be behind them.
Now, 7 new stocks are being called the Next Magnificent Seven—and they're still flying under the radar.
With expanding revenues, global footprints, and strong cash flows, these companies are attracting smart capital in 2025.
This free report gives you the full list.
[Download: These 7 Stocks Will Be Magnificent in 2025]
(By clicking the link above, you will get this free report and a free subscription to MarketBeat's daily email newsletter. You are also agreeing to the terms of our Privacy Policy. Unsubscribe at any time.) |
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| | Fox | FOX | | Price: $51.81 | Media drama never gets old. John Malone spilled that he and Rupert Murdoch once toyed with merging Warner Bros. Discovery and Fox. | Unsurprisingly, the "CNN and Fox News under one roof" thing didn't fly. Still, the chatter lit up speculation about future deal-making. | Fox stock is at $53, up ~15% YTD, as investors balance cord-cutting headwinds with deal premium dreams. | The core is still cable news and live sports, assets that cost a fortune to run but remain must-have for advertisers. Sports rights are pricey, but without them, Fox's moat looks shallow. | Dividend yield is just over 1%, so you're not here for the income. You're here for the M&A lottery ticket. | Malone hinted at more consolidation across streaming and sports down the line, and Fox is always in the mix. | Why it matters: Media is shrinking to survive. Owning Fox means betting someone pays up before cord-cutting eats too much of the base. |
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| | Apple | AAPL | | Price: $226.79 | New toys, new prices. The iPhone 17 Air showed up slimmer and shinier at $999, while the entry model stayed $799. | The Pro jumped to $1,099, though now it comes with 256GB storage standard. Translation: Apple didn't raised prices, and it nudged you into paying more by default. Classic. | AirPods Pro 3 ($249) add real-time translation, handy for travelers, less so for your cousin yelling into them at the gym. | Apple Watch Series 11 packs ML-powered blood pressure risk alerts, keeping health baked into the ecosystem. | Shares hover near $234, down 4% YTD. The bet is simple: features + form factor = upgrades, even with tariffs and higher component costs lurking. | The real juice is in the new $200 storage bumps, which pad margins if buyers shrug and swipe. | Why it matters: If the crowd still lines up outside stores despite sticker creep, it proves pricing power isn't dented. | That's the kind of holiday setup Wall Street loves, and you might want to as well. |
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| | Poll: If your credit score dropped 100 points overnight, what do you do? | |
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| | Pricing power is the theme today. Apple is testing it with stealthy storage bumps. JPM shows it through fee strength and trading clout. | Centene lost it to medical costs. Albemarle wrestles with commodity supply shocks. Fox tries to cling to it via live sports. | In markets like these, it's less about size and more about who can keep control of their narrative. | Stat of the Day – $83,730
That was median U.S. household income in 2024, flat after inflation. Top earners pulled ahead, but the middle class is stuck in neutral. |
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| Best Regards,
—Noah Zelvis
Everyday Alpha |
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