US stock futures are pointing slightly higher this morning, with contracts tied to the S&P 500 and Nasdaq up about 0.1 percent, as investors weigh strong global factory demand against stubborn inflation worries. Taiwan just reported exports soaring 56 percent from a year ago, a surge in electronics and machinery that signals healthy demand for tech gear and industrial equipment worldwide. At the same time, the US 10 year Treasury yield has climbed to around 4.17 percent, a level that keeps borrowing costs elevated and rekindles concerns about how long interest rates will stay high. This is putting rate sensitive areas like real estate stocks and utilities squarely in focus for investors trying to judge whether growth sectors can keep leading if money remains expensive.
With rates staying stubbornly high, we have already pinpointed dividend stocks with yields > 3% that can still power your income.
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Carvana (CVNA) jumped 12.06 percent after news it will join the S&P 500 index.
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Astera Labs (ALAB) climbed 9.00 percent as investors cheered new Leo CXL memory connectivity product momentum.
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Flex (FLEX) rose 8.22 percent on continued optimism around operations and resilient electronics manufacturing demand.
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Big box retail, software, and chip earnings over the next two days will anchor the market’s read on spending and tech demand.
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Big-Box Retail: Costco Wholesale (COST) reports Q1 results on Thursday, spotlighting membership renewals and traffic resilience.
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Premium Athleisure: lululemon athletica (LULU) posts Q3 numbers on Thursday, clarifying high end consumer demand and margin strength.
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Chip and AI Infrastructure: Broadcom (AVGO) delivers Q4 earnings Thursday, with AI networking and custom silicon orders under the microscope.
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Design Software Trio: Adobe (ADBE), Oracle (ORCL), and Synopsys (SNPS) report Wednesday, updating AI related software and cloud spending trends.
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US Rate Landscape: Persistent 10 year Treasury yields near 4.17 percent keep equity valuations and growth stock leadership in play.
