Inflation is cooling, yields are falling, and rate-cut talk is back. President Trump talked about 15% GDP growth. Is that realistic?
Host
Louie Navellier
The only way to get 15% GDP growth is with massive productivity gains. It's possible briefly with extraordinary factors like 7-8% productivity gains, 4-5% from trade deficit disappearing, and 3% consumer spending.
Secretary of State Marco Rubio received a standing ovation at Munich. Did this help reset US-EU relations?
Host
Louie Navellier
Marco Rubio's speech was excellent and talked about historic ties and shared values, but the US-EU relationship is a marriage of convenience.
So how much are bond yields actually falling?
Host
Louie Navellier
The 10-year Treasury yield fell from over 4.28% to under 4.04%, a 24 basis point drop, largely due to the good CPI report.
Palantir is now rated C in stock grader. Can you explain?
Host
Louie Navellier
I'm sticking with Palantir. Its fundamentals are outstanding. I own C-rated stocks with great fundamentals.
What are your expectations for SoFi?
Host
Louie Navellier
SoFi is not strong enough for me to really get on. It's more international, and I tend to be predominantly in America for third-party lenders.
What are your opinions on Intel?
Host
Louie Navellier
Intel has rebounded but has lost its mojo. It wasn't run by an engineer and lost lucrative chip business to Taiwan Semi.
What are your thoughts on SanDisk?
Host
Louie Navellier
SanDisk is a super strong stock with massive earnings revisions, a 75% earnings surprise, and excellent guidance.
What are your thoughts on Coherent Corporation?
Host
Louie Navellier
Coherent is pretty good, with a nice beat and 52.4% earnings growth expected next quarter. It's on my radar.
What are your favorite A-rated stocks right now?
Host
Louie Navellier
My favorite A-rated stocks are Barrick Gold, Kinross Gold, Seagate Technology, Micron Technology, Ciena, Elbit Systems, Bloom Energy, GE Vernova, and Quanta Services.