Rate Cut Talk + 9 A-Rated Stocks to Watch

explicit

NDX

RUT

Oil

Metals

USD

Navellier & Associates 6.0
Wealth Manager
Louis Navellier .0

Rate Cut Talk + 9 A-Rated Stocks to Watch

yields

Quite a bit. Basically back on February 4th, the 10-year treasury yielded over 4.28%. today it yields under 4.04%. So a 24 basis point fall, almost a quarter percentage point, and that treasury body health is a big drop. The drop is explicitly attributed to the 'very good CPI report' showing inflation cooling from 2.7% to 2.4%, which is raising speculation of Fed rate cuts.

7 calls

-1

no reliable edge (random outcomes)

1/21/2026 2:00:00 PM	short term up	5 days later	-0.61%	-0.61%
12/14/2025 5:00:00 PM	medium term cautious down	21 days later	-0.41%	+0.20%
8/9/2025 9:49:56 PM	medium term down	22 days later	+0.09%	-0.09%
8/6/2025 9:53:28 PM	short term down	5 days later	+1.15%	-1.15%

Show all 4 yields results

Introduces topics: cooling inflation, falling yields, rate cut talk, and Louis Navellier's stock picks.

Host
Louis Navellier

Discusses President Trump's 15% GDP growth target, calling it possible only with extraordinary productivity gains (7-8%), trade deficit elimination, and consumer spending.

References conversations with Howard Lutnick and Ed Yardeni, and mentions new Fed Chairman Kevin Walsh's potential focus on productivity.
Asks if Marco Rubio's speech at Munich helped reset U.S.-EU relations.

Host
Louis Navellier

Praises Rubio's speech but characterizes U.S.-EU relations as a 'marriage of convenience' with internal EU divisions. Suggests Europe uses Trump as an external 'bogeyman' for its self-afflicted problems.

Cites tensions from previous conferences, infighting between France and Germany, and Poland's coal-dependent economy conflicting with EU net-zero goals.
Asks how much bond yields are actually falling.

Host
Louis Navellier

States 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.

Links the favorable inflation news to speculation of Fed rate cuts, expecting a cut no later than the May FOMC meeting when Kevin Walsh takes over.
Asks Navellier to explain why he still recommends Palantir despite its 'C' rating in his stock grader.

Host
Louis Navellier

Explains his fundamental models are outperforming quant models, and Palantir's fundamentals are 'outstanding' with an 'A' fundamental grade.

Compares it to Nvidia, which was a 'C' before moving back to a 'B'.
Asks for expectations on SoFi.

Host
Louis Navellier

Says SoFi is 'okay' and will probably appreciate, but its international focus makes it not strong enough for his portfolio compared to U.S.-focused lenders.

Notes a minor analyst trim and a smaller but still impressive earnings surprise.
Asks for opinions on Intel.

Host
Louis Navellier

States Intel has 'lost its mojo,' attributing its decline to poor management, loss of key contracts to Taiwan Semi, and a failed Ohio plant deal. Sees it as a recovering stock likely to become a low-margin chip maker like Texas Instruments.

Mentions Trump's intervention demanding equity and a potential collaboration with Nvidia.
Asks for thoughts on SanDisk.

Host
Louis Navellier

Calls SanDisk a 'super strong stock' with massive earnings revisions, a 75% earnings surprise, and excellent guidance.

Says it might be his next purchase after Micron and Seagate.
Asks for thoughts on Coherent Corporation.

Host
Louis Navellier

Says Coherent is 'pretty good' and 'up and coming,' with strong sales and expected 52.4% earnings growth, but it's just under his median earnings threshold for a buy.

Notes a 7% earnings beat and steady estimate revisions.
Asks for Navellier's favorite A-rated stocks as earnings season nears its end.

Host
Louis Navellier

Lists favorite A-rated stocks: Barrick Gold (GOLD), Kinross Gold (KGC), Seagate Technology (STX), Micron Technology (MU), Ciena (CIEN), Elbit Systems (ESLT), Bloom Energy (BE), GE Vernova (GEV), and Quanta Services (PWR). Recommends buying on pullbacks, not chasing.

Provides brief rationale for each: gold safety, data center demand (memory chips, networking, natural gas power, construction), and defense contracts.

SignalTube

markets at a glance