市场整体表现 - 标普500指数在连续四个交易日下跌后于周四反弹 [1] - 科技板块从近期跌势中反弹 主要受美光公司关于其人工智能内存芯片需求强劲的指引推动 [1] - 非必需消费品板块是周四市场表现最强劲的板块 涵盖科技公司亚马逊和特斯拉以及许多餐饮、零售、旅游和休闲类股 [1] - 非必需消费品板块的上涨受到通胀压力缓解迹象的鼓舞 此前消费者价格指数读数远低于预期 [1] 个股表现与交易 - 美光公司股价飙升超过12% [1] - 俱乐部持仓公司Texas Roadhouse股价连续第二天上涨 公司于周一早间在较低价位增持了该股 [1] - 俱乐部计划在限制解除后（最早可能在本周五）减持Capital One的头寸 这将是自3月初建仓以来的首次卖出 [1] - Capital One股价自11月21日以来仅有两个交易日下跌 在此期间上涨约20% 表现远超标普500指数约4%的回报率 [1] 公司评级与目标价调整 - 公司提高了投资组合中金融股的目标价 [1] - 将高盛目标价从850美元上调至925美元 [1] - 将富国银行目标价从90美元上调至96美元 [1] - 将Capital One目标价从250美元上调至270美元 但将其评级下调至2级 [1] 公司观点与展望 - 公司对Capital One明年的前景仍持乐观态度 预期与Discover相关的协同效应将得到更好实现 且股票回购将增加 [1] - 公司注意到在股价大幅上涨后 对大型头寸不应过于贪婪 [1] - 金融头寸是本月投资组合中表现最强劲的部分之一 [1] 后续事件与财报日程 - 俱乐部持仓公司耐克、联邦快递和KB Home将在收盘后公布财报 [1] - 周五开盘前 康尼格拉、Lamb Weston、Paychex和嘉年华公司将公布业绩 [1] - 数据方面 将公布密歇根大学消费者信心指数和一年期通胀预期数据 [1]

U.S. tech ETFs rallied Thursday after a cooler-than-expected inflation figure dampened Treasury yields, while semiconductor shares were already moving upward in response to strong earnings reported by Micron Technology Inc (NASDAQ:MU) . • VanEck Semiconductor ETF shares are advancing steadily. Why are SMH shares climbing?The Consumer Price Index in November was lower than expected at 2.7% year-over-year, alleviating concerns of inflation resurgence. Additionally, the core inflation rate softened to 2.6%, wh ...

An uncertain outlook for inflation and interest rates could drive yields higher next year, weighing on bond prices. ...

The S&P 500 appears poised to snap a four-day losing streak on Thursday as unexpectedly cooler inflation data reignited hopes for Federal Reserve rate cuts in 2026. The rebound was turbocharged by Mic... ...

elenaleonova / Getty Images Inflation’s bite means your savings may be slipping—but one straightforward move can help you stay ahead. Key Takeaways Inflation has eased to 2.7%, but that's still considered high. It will eat away at any savings that's earning less than that rate. You can continue to earn well above today's inflation rate with a top high-yield savings account, where rates range from 4.20% to 5%. To lock in your inflation protection, consider adding a top-paying CD, which guarantees its ...

Thursday saw the release of a much lighter-than-expected consumer price report for November, breaking from the recent trend of sticky inflation.Stocks jumped. Yields fell. Odds of a Federal Reserve rate increased.And many economists scratched their heads.The Bureau of Labor Statistics reported that the consumer price index had an annual inflation rate of 2.7% last month, while core CPI – a measure that excludes volatile food and energy prices – was even lower at 2.6%. Both were below than what economists ha ...

Let's bring in Greg Do. That's a good idea. >> He thinks this report wasn't just noisy and full of gaps, but that it shows a downwardly biased view of inflation.Greg, am I saying that correctly. What do you see here that jumps out to you. >> Yeah, that's absolutely right, Kelly.And I think Steve put it well. Uh, it was full of gaps for sure. It was very noisy.It was messy, but there was a downward bias. And this downward bias to clarify what Steve was mentioning is due to the BLS methodology when it comes t ...

Welcome to Yahoo Finance's special coverage of the November CPI report. I'm Julie Hyman and we are getting the numbers for November. Now, year-over-year, inflation milder than expected, rising 2.7%.Economists on average have been looking for a 3.1% gain. Core CPI excluding volatile food and energy prices up 2.6% year-over-year versus the 3% that uh economists had been looking for on average. Now, we're not getting the month-over-month numbers.Remember, because of the government shutdown, um the government w ...

Welcome back. Stocks are higher after the cooler than expected inflation data this morning. But some questions now being raised about how much we might trust this print.Our Steve Leeman's looking into that. I'm seen the Brucellis response this morning. Uh [laughter] dude, that was one flawed report.>> That's one of my bullet points here, Carl. And you guys were just talking about this stocks loving this cooler than expected inflation report. The bond market and economists highly skeptical with many saying c ...

Brian Jacobson, we talked to um an economist earlier and other folks who are involved in the market and they said indeed take this one with a huge grain of salt. Is that how we should be viewing this report. >> Yeah, I actually think that'd be a mistake to take it with too much of a grain of salt.I mean, every data release you do want to have a grain of salt probably around the rim of a margarita glass. But I think that when we're looking at this, yes, they did start the data collection a little bit later. ...