Market Beat | Episode #4

Market Beat | Episode #14

In episode 14 of Market Beat by Argus Research, host Caroline Wygal recaps a dramatic first half of 2026. The S&P 500 posted a 9.6% return despite a 7.3% year-to-date drawdown in March amid the Iran conflict, followed by an 18% snapback. Oil swung from $57 to $109 and back to $69. In Active Stocks, Nike rises 4% on strong earnings, chip stocks including Micron, Intel, and AMD pull back after a torrid first half, and Constellation Brands dips despite beating estimates. The Market Buzz covers a softer-than-expected ADP jobs report of 98,000 private payrolls in June, with the government's nonfarm payrolls report due Thursday. Analyst Stephen Biggar delivers Quick Takes with raised targets on Charles River Labs and Owens Corning, and a bullish outlook on Southwest Gas. The Deeper Dive digs into why the third quarter is historically the weakest of the year, averaging just 0.5% returns since 1980, and what that means for investors heading into the second half. For full research and information about Argus subscriptions, visit argusresearch.com.

Market Beat | Episode #13

In episode 13 of Market Beat by Argus Research, host Caroline Wygal closes out June with a look at markets heading into midyear. AeroVironment (AVAV) soars 23% on strong earnings, chipmakers Applied Materials and Lam Research extend gains, and Nike reports after the bell. Chief Economist Chris Graja previews tomorrow's ISM Manufacturing index, while May JOLTs data shows job openings holding steady at 7.6 million ahead of Thursday's June Jobs Report. Stocks trade higher as the month, quarter, and first half wrap up, with Treasury yields ticking higher and oil holding flat. Analyst Christine Dooley delivers Quick Takes with raised targets on Darden Restaurants, International Flavors & Fragrances, and Chewy. The Deeper Dive examines narrowing spreads between corporate and Treasury bond yields, and what that signals about recession risk and bond market sentiment. For full research and information about Argus subscriptions, visit argusresearch.com.

Market Beat | Episode #12

In episode 12 of Market Beat by Argus Research, host Caroline Wygal covers the markets for June 29, 2026, as last week's tech rout reverses course. The Nasdaq surges 2% to claw back some of its prior week's 5% loss, with Mag7 names including Alphabet, Amazon, Tesla, and Meta all posting strong gains. Comcast jumps 6% on news of a planned split into two publicly traded companies. The Market Buzz looks ahead to two key catalysts this week: the June Jobs report, moved up to Thursday ahead of the July 4th holiday, and Fed Chair Kevin Warsh speaking Wednesday in Portugal. Argus forecasts 188,000 nonfarm payrolls and a 4.3% unemployment rate, reflecting a continued healthy labor market. Quick Takes from the Argus analyst team include a raised price target on United Airlines, continued bullish momentum for Carnival Corporation, and a downgrade of Brightstar Lottery to Hold. The Deeper Dive spotlights Argus's Sustainable Growth Model Portfolio, covering the methodology behind the screen, the recently added Nasdaq Inc., and current holdings across eight sectors, from Alphabet and Walmart to Eli Lilly and Ecolab. For full research and information about Argus subscriptions, visit argusresearch.com.

Market Beat | Episode #11

In episode 11 of Market Beat by Argus Research, host Caroline Wygal covers the latest market developments for June 25, 2026. Today's headline is Inflation Rising, as fresh PCE data confirms prices continue to climb, with headline PCE reaching 4.1% annually through May and core PCE ticking up to 3.4%. On the growth front, Q1 GDP was revised upward to a 2.1% annualized rate in the Commerce Department's final estimate. In Active Stocks, Micron (MU) surges 10% on a blowout earnings report, and Qualcomm (QCOM) gains 5% after doubling its non-handset revenue target for 2029. Quick Takes from the Argus analyst team include a raised price target on Micron, a long-term bullish outlook on Pinnacle West Capital (PNW) amid Arizona's warming climate and demographic growth, and a buying opportunity flagged on Cencora (COR) following recent share price weakness. The episode closes with a Deeper Dive into investor sentiment, covering the latest AAII survey, mutual fund and ETF flow data, and a read on the VIX volatility index, currently sitting at 18.6 below the long-run average of 20. For full research and information about Argus subscriptions, visit argusresearch.com.

Market Beat | Episode # 10

In episode 10 of Market Beat by Argus Research, host Caroline Wygal and the Argus team examine whether the market's recent rally is running out of steam. Caroline covers active stocks including FedEx, Alphabet's upcoming addition to the Dow, and a rough debut for Cerebras Systems as a public company. The Market Buzz digs into a disappointing new home sales report and what a new housing bill passed by Congress could mean for buyers. Analyst Quick Takes highlight raised targets and positive outlooks on Rockwell Automation, Smurfit Westrock, and Elanco Animal Health. The Deeper Dive breaks down the technical picture behind stalled market momentum, with roughly half of stocks sitting above and below key trendlines and a bearish pattern of lower highs and lower lows across short, intermediate, and long-term moving averages. For full research and information about Argus subscriptions, visit argusresearch.com.