Why Fed chief Powell’s rate cut signal lifted our non-tech stocks the most
Topsy-Turvy was a week for Wall Street rescued by a big Friday rally. The market was looking for a weekly loss at the closing of Thursday. However, a day later, Federal Reserve President Jerome Powell arrived and prevented possible interest rates. In his speech at the Central Bank’s Economic Symposium in Wyoming, the Central Bank’s Central Bank was the thing that investors hoped to hear, and the stocks that could benefit the most appeared. DuPont and Home Depot were circular, more economically sensitive names were strong among the winners during Friday and week. Defense groups were delayed, which put Bristol Myers Squibb and Costco red for the week and week. Lower rates removed all boats, while some of our major technology stocks ended only on Friday, but ended throughout the week. From where? This year, the number of ratio deductions does not affect names such as commodity platforms or Microsoft. Instead, their reserves are more dependent on the explosion of artificial intelligence rather than lower borrowing costs. The Dow Jones Industrial average reached the highest level of all time, closed with a record, and exceeded its previous record from the beginning of December. The S&P 500 and the Nasdaq Composite were gathered on Friday, but it was not enough to attach last week’s milestones. Dow and S&P 500 progress in general this week, while technology has released a heavy Nasdaq weekly loss. “In the end, Powell managed to perfectly spend the needle perfectly, and as a result, the three major average are gathered.” “When we look under the hood of the S&P 500, the leading sector consumer consumer is optional – and this is logical, because lower rates mean more money in the pockets of consumers.” It was a big week for Disney. The company finally launched the new Espn flagship flow application on Thursday and allowed the sports channel to be an independent flow service. The product is designed to expand access to all content of ESPN for existing subscribers and sports fans other than traditional flow bundle. “We think that this will contribute to ESPN’s profitability in time,” Disney CEO Bob Iger said to CNBC on Thursday. However, some of the Wall Street were worried when Management Disney said he wouldn’t break the subscriber numbers for the new ESPN offer. As a result, many people see them as an important metric to assess the success of flow platforms. However, IGER said that the subscriber figures were “irrelevant” and Disney received more “agnostic” strategies instead. “We do not feel that there is a way to measure this, nor do we feel that the way to measure it is just subscribers.” Three club names reported three -month earnings this week. On Monday evening, Palo Alto Networks released a better quarter than expected and published upward guidance for the 2026 fiscal year. Cyber Security Company defeated revenue, revenue, corrected earnings (EPS), free cash flow margin, free cash flow margin, next generation security obligation (RPO) and total performance obligation () and total performance obligation (total performance obligation) and total metrics. The optimistic financial appearance assured us about Palo ALTO’s planned $ 25 billion Cyberacis, which has recently sent the stock tank on concerns that the proposal was not good because the basic work was not good. It turned out that this was not the case. The stock was among our largest weekly winners with 5% earnings. Club Holdings Crowdstrike and Nvidia will notify the winnings next Wednesday. Home Depot has published mixed results on Tuesday morning, and missing analysts in the upper and lower lines. This has been a first for home development retailer since 2014. Nevertheless, after the management, during the call for conference after earnings, the momentum seen in the quarter was determined to prevent the unpredictable economic shocks. We are still sure of lock catalysts such as pushing to the professional market with lower rates and large purchases for home depot shares. The stock was one of the best performances of the week with a gain of over 3%. It was also on the top of Dow 30. TJX companies issued an impressive three -month earning report on Wednesday. The management increased the full -year view of the discounted retailer and the company has seen power in all business segments and caused the stock to be one of the best performances in the S&P 500. As a result, the club TJX increased our price target from $ 145 to $ 150 and reiterated the purchase 1 degree in stocks. The share withdrew on Friday in a modest way, but this week still won about 3%. We just made a trade. On Tuesday morning, the club acquired more shares of our newest holding Cisco Systems. The stock experienced a major decrease after the earnings of the earnings last week – a reaction that we see as overly inflated. Although the quarter was not clean, Cisco CEO Chuck Robbins missed a revenue of the security business that guaranteed investor concerns. The stock finished the week higher than 1.7%. (Jim Cramer’s philanthropist trust, long DD, HD, BMY, Cost, TJX, DIS, META, MSFT, PANW, CRWD, NVDA, CSCO. See here for the full list of stocks. Jim is waiting for 45 minutes after sending a trade warning before buying or selling a share in the portfolio of charitable confidence. If Jim talked about a stock on CNBC TV, he’s waiting for 72 hours after trading warning before trading. The above investment club information is subject to our conditions and conditions and our Privacy Policy with the waiver. 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